Measured Wealth Private Client Group
Latest statistics and disclosures from Measured Wealth Private Client Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYV, RSP, VYM, GLD, SPY, and represent 33.31% of Measured Wealth Private Client Group's stock portfolio.
- Added to shares of these 10 stocks: RSP, CVS, TLT, XLV, VYM, FHI, EEM, AZZ, MCY, GLD.
- Started 520 new stock positions in IDA, REVG, RSPH, XEL, FBT, PBH, SSD, STAG, COP, SF.
- Reduced shares in these 10 stocks: MFC, XLU, GAP, ALSN, UNM, AAPL, MWA, SPMD, GM, IP.
- Sold out of its position in Brookline Ban.
- Measured Wealth Private Client Group was a net buyer of stock by $17M.
- Measured Wealth Private Client Group has $371M in assets under management (AUM), dropping by 11.02%.
- Central Index Key (CIK): 0001720235
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Portfolio Holdings for Measured Wealth Private Client Group
Measured Wealth Private Client Group holds 698 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Measured Wealth Private Client Group has 698 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Measured Wealth Private Client Group Sept. 30, 2025 positions
- Download the Measured Wealth Private Client Group September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 7.9 | $29M | 530k | 55.33 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 7.7 | $29M | +3% | 150k | 189.70 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 6.8 | $25M | +2% | 178k | 140.95 |
|
| Spdr Gold Tr Gold Shs (GLD) | 6.3 | $23M | 66k | 355.47 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.7 | $17M | 26k | 666.18 |
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|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.6 | $17M | +4% | 122k | 139.17 |
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| Select Sector Spdr Tr Technology (XLK) | 4.4 | $16M | 58k | 281.86 |
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|
| United Parcel Service CL B (UPS) | 3.8 | $14M | 169k | 83.53 |
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|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 2.6 | $9.7M | +2% | 124k | 78.37 |
|
| Select Sector Spdr Tr Communication (XLC) | 2.4 | $8.8M | +3% | 74k | 118.37 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 1.9 | $7.2M | 69k | 104.51 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.9 | $6.9M | +11% | 77k | 89.37 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $6.4M | 34k | 186.58 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $5.4M | +2% | 8.1k | 669.29 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 1.4 | $5.1M | +5% | 52k | 97.08 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 1.3 | $4.7M | -8% | 82k | 57.19 |
|
| Apple (AAPL) | 1.2 | $4.5M | -9% | 18k | 254.63 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 1.1 | $4.1M | +3% | 46k | 89.62 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.1 | $4.0M | 12k | 332.83 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 1.1 | $3.9M | 58k | 68.08 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 1.0 | $3.8M | -3% | 70k | 53.87 |
|
| Broadcom (AVGO) | 1.0 | $3.8M | 11k | 329.91 |
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|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.0 | $3.7M | -19% | 42k | 87.21 |
|
| Microsoft Corporation (MSFT) | 0.8 | $3.1M | -9% | 6.0k | 517.94 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $2.5M | 25k | 100.25 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $2.2M | -9% | 6.8k | 315.43 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $2.0M | 6.5k | 307.86 |
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|
| MGIC Investment (MTG) | 0.5 | $1.7M | -2% | 60k | 28.37 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.7M | 5.1k | 328.17 |
|
|
| Citigroup Com New (C) | 0.4 | $1.6M | -11% | 16k | 101.50 |
|
| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.4 | $1.6M | -6% | 43k | 37.20 |
|
| Applovin Corp Com Cl A (APP) | 0.4 | $1.6M | -13% | 2.2k | 718.54 |
|
| Ryder System (R) | 0.4 | $1.4M | -9% | 7.2k | 188.64 |
|
| H&R Block (HRB) | 0.4 | $1.3M | +2% | 27k | 50.57 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.2M | 4.2k | 293.77 |
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|
| Ishares Tr Msci China Etf (MCHI) | 0.3 | $1.2M | +55% | 19k | 65.85 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $1.2M | -3% | 21k | 58.21 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $1.2M | 27k | 44.69 |
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| Nrg Energy Com New (NRG) | 0.3 | $1.2M | -6% | 7.1k | 161.95 |
|
| Applied Industrial Technologies (AIT) | 0.3 | $1.2M | -5% | 4.4k | 261.05 |
|
| Emcor (EME) | 0.3 | $1.1M | -16% | 1.7k | 649.54 |
|
| Northeast Bk Lewiston Me (NBN) | 0.3 | $1.1M | -21% | 11k | 100.16 |
|
| Enact Hldgs (ACT) | 0.3 | $1.1M | -3% | 28k | 38.34 |
|
| Altria (MO) | 0.3 | $1.1M | +13% | 16k | 66.06 |
|
| Exelon Corporation (EXC) | 0.3 | $1.1M | +10% | 24k | 45.01 |
|
| Old Republic International Corporation (ORI) | 0.3 | $1.1M | -3% | 25k | 42.47 |
|
| Synchrony Financial (SYF) | 0.3 | $1.0M | -9% | 14k | 71.05 |
|
| National Fuel Gas (NFG) | 0.3 | $994k | +4% | 11k | 92.37 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $982k | 14k | 72.44 |
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|
| Iamgold Corp (IAG) | 0.3 | $981k | -15% | 76k | 12.93 |
|
| Barrick Mng Corp Com Shs (B) | 0.3 | $952k | -13% | 29k | 32.77 |
|
| Cibc Cad (CM) | 0.3 | $943k | -5% | 12k | 79.89 |
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| Invesco Exchange Traded Fd T Next Gen Media (GGME) | 0.2 | $907k | -8% | 14k | 64.35 |
|
| Mueller Industries (MLI) | 0.2 | $891k | -12% | 8.8k | 101.11 |
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| Kroger (KR) | 0.2 | $865k | +94% | 13k | 67.41 |
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| Ingredion Incorporated (INGR) | 0.2 | $857k | 7.0k | 122.11 |
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| Hancock Holding Company (HWC) | 0.2 | $838k | 13k | 62.61 |
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| Flex Ord (FLEX) | 0.2 | $822k | -9% | 14k | 57.97 |
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| Verizon Communications (VZ) | 0.2 | $821k | +4% | 19k | 43.95 |
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| Iron Mountain (IRM) | 0.2 | $798k | -4% | 7.8k | 101.94 |
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| UGI Corporation (UGI) | 0.2 | $796k | -4% | 24k | 33.26 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $786k | -11% | 11k | 68.81 |
|
| First Bancorp P R Com New (FBP) | 0.2 | $780k | -3% | 35k | 22.05 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $754k | 1.00 | 754200.00 |
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|
| Amphenol Corp Cl A (APH) | 0.2 | $742k | 6.0k | 123.75 |
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|
| Virtu Finl Cl A (VIRT) | 0.2 | $731k | 21k | 35.50 |
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| Ares Capital Corporation (ARCC) | 0.2 | $730k | -2% | 36k | 20.41 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $728k | 1.8k | 402.47 |
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|
| Cal Maine Foods Com New (CALM) | 0.2 | $727k | +33% | 7.7k | 94.10 |
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| CVS Caremark Corporation (CVS) | 0.2 | $718k | NEW | 9.5k | 75.39 |
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| Axon Enterprise (AXON) | 0.2 | $718k | 1.0k | 717.64 |
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| Popular Com New (BPOP) | 0.2 | $714k | +22% | 5.6k | 127.01 |
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| Manulife Finl Corp (MFC) | 0.2 | $708k | -57% | 23k | 31.15 |
|
| Dorman Products (DORM) | 0.2 | $692k | -6% | 4.4k | 155.88 |
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| Stride (LRN) | 0.2 | $688k | +3% | 4.6k | 148.94 |
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| Aercap Holdings Nv SHS (AER) | 0.2 | $666k | -3% | 5.5k | 121.00 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $651k | 9.5k | 68.46 |
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| Travelers Companies (TRV) | 0.2 | $650k | -12% | 2.3k | 279.22 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $648k | -7% | 5.7k | 112.74 |
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| Johnson & Johnson (JNJ) | 0.2 | $625k | -4% | 3.4k | 185.42 |
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| Adtalem Global Ed (ATGE) | 0.2 | $622k | +13% | 4.0k | 154.45 |
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| Federated Hermes CL B (FHI) | 0.2 | $614k | NEW | 12k | 51.93 |
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| Jabil Circuit (JBL) | 0.2 | $613k | +2% | 2.8k | 217.17 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.2 | $613k | -4% | 4.6k | 131.80 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $610k | 9.4k | 65.01 |
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| Medtronic SHS (MDT) | 0.2 | $610k | 6.4k | 95.24 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $604k | -15% | 3.9k | 154.25 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.2 | $596k | -17% | 5.4k | 110.38 |
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| Exelixis (EXEL) | 0.2 | $586k | +4% | 14k | 41.30 |
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| TTM Technologies (TTMI) | 0.2 | $584k | +17% | 10k | 57.60 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $582k | NEW | 11k | 53.40 |
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| Brightspring Health Svcs (BTSG) | 0.2 | $574k | +30% | 19k | 29.56 |
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| Tyler Technologies (TYL) | 0.2 | $557k | 1.1k | 523.16 |
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|
| Sanmina (SANM) | 0.1 | $556k | -11% | 4.8k | 115.11 |
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| Itron (ITRI) | 0.1 | $544k | +10% | 4.4k | 124.56 |
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| Abbvie (ABBV) | 0.1 | $542k | -8% | 2.3k | 231.50 |
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| At&t (T) | 0.1 | $535k | 19k | 28.24 |
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| AZZ Incorporated (AZZ) | 0.1 | $535k | NEW | 4.9k | 109.13 |
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| Mercury General Corporation (MCY) | 0.1 | $532k | NEW | 6.3k | 84.78 |
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| Motorola Solutions Com New (MSI) | 0.1 | $520k | -3% | 1.1k | 457.29 |
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| eBay (EBAY) | 0.1 | $495k | -8% | 5.4k | 90.95 |
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| McKesson Corporation (MCK) | 0.1 | $487k | -2% | 630.00 | 772.54 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $483k | -15% | 2.9k | 167.33 |
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| UnitedHealth (UNH) | 0.1 | $473k | -12% | 1.4k | 345.30 |
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| Hartford Financial Services (HIG) | 0.1 | $461k | +21% | 3.5k | 133.39 |
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| Lowe's Companies (LOW) | 0.1 | $460k | 1.8k | 251.31 |
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| Axis Cap Hldgs SHS (AXS) | 0.1 | $451k | 4.7k | 95.80 |
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| Grupo Cibest Sa Spon Ads (CIB) | 0.1 | $447k | -8% | 8.6k | 51.94 |
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| Omega Healthcare Investors (OHI) | 0.1 | $433k | +4% | 10k | 42.22 |
|
| Morgan Stanley Com New (MS) | 0.1 | $422k | -9% | 2.7k | 158.97 |
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| Automatic Data Processing (ADP) | 0.1 | $420k | 1.4k | 293.50 |
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| Linde SHS (LIN) | 0.1 | $418k | -2% | 880.00 | 475.00 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $418k | +11% | 13k | 31.62 |
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| Kyndryl Hldgs Common Stock (KD) | 0.1 | $416k | +76% | 14k | 30.03 |
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| Unum (UNM) | 0.1 | $415k | -55% | 5.3k | 77.78 |
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| Analog Devices (ADI) | 0.1 | $414k | +7% | 1.7k | 245.70 |
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| Bristol Myers Squibb (BMY) | 0.1 | $409k | -36% | 9.1k | 45.10 |
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| Dover Corporation (DOV) | 0.1 | $408k | 2.4k | 166.83 |
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| Credicorp (BAP) | 0.1 | $402k | +5% | 1.5k | 266.28 |
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| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $390k | +7% | 16k | 24.89 |
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| Virgin Galactic Holdings Com New (SPCE) | 0.1 | $386k | NEW | 100k | 3.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $365k | 725.00 | 502.88 |
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| Pepsi (PEP) | 0.1 | $364k | 2.6k | 140.44 |
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| Cisco Systems (CSCO) | 0.1 | $363k | -15% | 5.3k | 68.42 |
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| Blackrock (BLK) | 0.1 | $345k | 296.00 | 1165.87 |
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| Lincoln National Corporation (LNC) | 0.1 | $340k | 8.4k | 40.33 |
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| Griffon Corporation (GFF) | 0.1 | $339k | -6% | 4.4k | 76.15 |
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| AFLAC Incorporated (AFL) | 0.1 | $338k | 3.0k | 111.70 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $333k | -6% | 2.5k | 132.48 |
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| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.1 | $333k | 4.0k | 83.41 |
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| International Business Machines (IBM) | 0.1 | $329k | -43% | 1.2k | 282.06 |
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| Nextera Energy (NEE) | 0.1 | $324k | 4.3k | 75.49 |
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| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $311k | -60% | 12k | 25.52 |
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| Amazon (AMZN) | 0.1 | $310k | -34% | 1.4k | 219.53 |
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| Phillips 66 (PSX) | 0.1 | $305k | 2.2k | 136.02 |
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| Abbott Laboratories (ABT) | 0.1 | $302k | 2.3k | 133.94 |
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| KAR Auction Services (KAR) | 0.1 | $301k | NEW | 10k | 28.78 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $297k | 8.4k | 35.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $295k | -27% | 482.00 | 612.41 |
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| L3harris Technologies (LHX) | 0.1 | $293k | 959.00 | 305.41 |
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| Celestica (CLS) | 0.1 | $289k | NEW | 1.2k | 246.38 |
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| Ptc Therapeutics I (PTCT) | 0.1 | $288k | NEW | 4.7k | 61.37 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $288k | -8% | 1.2k | 246.57 |
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| Janus Henderson Group Ord Shs (JHG) | 0.1 | $285k | -18% | 6.4k | 44.51 |
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| Constellation Energy (CEG) | 0.1 | $278k | 846.00 | 329.07 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $275k | -44% | 6.5k | 42.37 |
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| Visa Com Cl A (V) | 0.1 | $275k | -26% | 805.00 | 341.38 |
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| Norfolk Southern (NSC) | 0.1 | $269k | -6% | 895.00 | 300.41 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $263k | 3.0k | 87.31 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $259k | 926.00 | 279.29 |
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| Home Depot (HD) | 0.1 | $257k | -33% | 634.00 | 405.19 |
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| Amgen (AMGN) | 0.1 | $255k | 905.00 | 282.20 |
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| General Dynamics Corporation (GD) | 0.1 | $254k | -24% | 745.00 | 341.00 |
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| Illinois Tool Works (ITW) | 0.1 | $250k | 959.00 | 260.76 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $244k | 1.1k | 215.79 |
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| Cardinal Health (CAH) | 0.1 | $241k | +22% | 1.5k | 156.96 |
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| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.1 | $238k | 2.6k | 91.56 |
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| Procter & Gamble Company (PG) | 0.1 | $234k | -12% | 1.5k | 153.65 |
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| Caterpillar (CAT) | 0.1 | $232k | -42% | 487.00 | 477.23 |
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| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $232k | -17% | 5.3k | 43.40 |
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| Gilead Sciences (GILD) | 0.1 | $230k | 2.1k | 111.00 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $227k | +7% | 12k | 18.24 |
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| Tesla Motors (TSLA) | 0.1 | $224k | NEW | 503.00 | 444.72 |
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| CNA Financial Corporation (CNA) | 0.1 | $223k | -39% | 4.8k | 46.46 |
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| Primoris Services (PRIM) | 0.1 | $223k | NEW | 1.6k | 137.33 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $223k | 1.5k | 145.65 |
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| PNC Financial Services (PNC) | 0.1 | $220k | 1.1k | 200.93 |
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| McDonald's Corporation (MCD) | 0.1 | $218k | -25% | 718.00 | 304.03 |
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| Newmont Mining Corporation (NEM) | 0.1 | $217k | NEW | 2.6k | 84.31 |
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| International Paper Company (IP) | 0.1 | $217k | -60% | 4.7k | 46.40 |
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| Merck & Co (MRK) | 0.1 | $216k | -18% | 2.6k | 83.93 |
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| Paychex (PAYX) | 0.1 | $212k | 1.7k | 126.76 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $212k | NEW | 1.1k | 192.78 |
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| Meta Platforms Cl A (META) | 0.1 | $211k | -48% | 287.00 | 735.19 |
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| Camden National Corporation (CAC) | 0.1 | $205k | 5.3k | 38.59 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $203k | NEW | 1.4k | 142.10 |
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| Air Products & Chemicals (APD) | 0.1 | $201k | 737.00 | 272.72 |
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| Ardagh Metal Packaging S A SHS (AMBP) | 0.1 | $201k | NEW | 50k | 3.99 |
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| Comfort Systems USA (FIX) | 0.1 | $196k | NEW | 238.00 | 825.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $196k | -47% | 808.00 | 243.05 |
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| Rithm Capital Corp Com New (RITM) | 0.1 | $196k | -3% | 17k | 11.39 |
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| Southern Company (SO) | 0.1 | $195k | NEW | 2.1k | 94.77 |
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| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.1 | $194k | -12% | 2.2k | 88.65 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $193k | NEW | 621.00 | 309.98 |
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| Wells Fargo & Company (WFC) | 0.1 | $192k | NEW | 2.3k | 83.82 |
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| Taylor Morrison Hom (TMHC) | 0.1 | $192k | NEW | 2.9k | 66.01 |
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| M&T Bank Corporation (MTB) | 0.1 | $191k | NEW | 968.00 | 197.62 |
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| Garrett Motion (GTX) | 0.1 | $190k | NEW | 14k | 13.62 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $187k | NEW | 572.00 | 326.36 |
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| Northern Trust Corporation (NTRS) | 0.1 | $186k | NEW | 1.4k | 134.60 |
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| Palomar Hldgs (PLMR) | 0.0 | $184k | -57% | 1.6k | 116.75 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $181k | NEW | 2.5k | 73.48 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $179k | NEW | 383.00 | 468.41 |
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| Visteon Corp Com New (VC) | 0.0 | $179k | NEW | 1.5k | 119.86 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $179k | NEW | 1.6k | 108.96 |
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| Union Pacific Corporation (UNP) | 0.0 | $173k | NEW | 731.00 | 236.37 |
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| Snap-on Incorporated (SNA) | 0.0 | $173k | NEW | 498.00 | 346.53 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $172k | NEW | 923.00 | 186.49 |
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| Waste Management (WM) | 0.0 | $171k | NEW | 772.00 | 220.86 |
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| Honeywell International (HON) | 0.0 | $168k | NEW | 799.00 | 210.50 |
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| Cummins (CMI) | 0.0 | $167k | NEW | 395.00 | 422.37 |
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| East West Ban (EWBC) | 0.0 | $167k | NEW | 1.6k | 106.45 |
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| Wec Energy Group (WEC) | 0.0 | $162k | NEW | 1.4k | 114.59 |
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| Coca-Cola Company (KO) | 0.0 | $160k | -23% | 2.4k | 66.33 |
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| Morgan Stanley Etf Trust Eaton Vance Mort | 0.0 | $159k | NEW | 3.1k | 50.56 |
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| Nucor Corporation (NUE) | 0.0 | $159k | NEW | 1.2k | 135.43 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $158k | NEW | 4.0k | 39.22 |
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| Bank of America Corporation (BAC) | 0.0 | $153k | -40% | 3.0k | 51.59 |
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| Costco Wholesale Corporation (COST) | 0.0 | $150k | -47% | 162.00 | 925.68 |
|
| Frontdoor (FTDR) | 0.0 | $150k | NEW | 2.2k | 67.29 |
|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.0 | $149k | NEW | 1.6k | 94.31 |
|
| Pulte (PHM) | 0.0 | $149k | -49% | 1.1k | 132.13 |
|
| General Motors Company (GM) | 0.0 | $149k | -69% | 2.4k | 60.97 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $146k | NEW | 708.00 | 206.51 |
|
| Yum! Brands (YUM) | 0.0 | $143k | NEW | 938.00 | 152.00 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $143k | NEW | 776.00 | 183.73 |
|
| Stifel Financial (SF) | 0.0 | $141k | NEW | 1.2k | 113.48 |
|
| W.W. Grainger (GWW) | 0.0 | $141k | NEW | 148.00 | 952.96 |
|
| Acuity Brands (AYI) | 0.0 | $139k | NEW | 404.00 | 344.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $131k | NEW | 537.00 | 243.55 |
|
| Targa Res Corp (TRGP) | 0.0 | $130k | NEW | 777.00 | 167.48 |
|
| Oracle Corporation (ORCL) | 0.0 | $124k | NEW | 441.00 | 281.24 |
|
| Becton, Dickinson and (BDX) | 0.0 | $124k | NEW | 661.00 | 187.17 |
|
| Allison Transmission Hldngs I (ALSN) | 0.0 | $122k | -84% | 1.4k | 84.90 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $121k | NEW | 1.9k | 65.26 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $112k | NEW | 1.2k | 93.37 |
|
| Berkshire Hills Ban (BBT) | 0.0 | $111k | NEW | 4.7k | 23.71 |
|
| Applied Materials (AMAT) | 0.0 | $110k | NEW | 538.00 | 204.77 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $110k | NEW | 1.7k | 63.83 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $109k | NEW | 6.3k | 17.27 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $108k | NEW | 1.7k | 65.00 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $107k | NEW | 865.00 | 123.75 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $105k | NEW | 886.00 | 118.83 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $105k | NEW | 1.3k | 79.97 |
|
| Advanced Micro Devices (AMD) | 0.0 | $105k | NEW | 650.00 | 161.79 |
|
| Chubb (CB) | 0.0 | $104k | NEW | 369.00 | 282.25 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $103k | NEW | 603.00 | 170.85 |
|
| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 0.0 | $101k | NEW | 4.5k | 22.44 |
|
| Chevron Corporation (CVX) | 0.0 | $101k | NEW | 647.00 | 155.32 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $99k | NEW | 792.00 | 124.41 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $98k | NEW | 1.1k | 89.35 |
|
| Gap (GAP) | 0.0 | $98k | -89% | 4.6k | 21.39 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $97k | NEW | 830.00 | 117.18 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $96k | NEW | 3.0k | 31.51 |
|
| Nike CL B (NKE) | 0.0 | $96k | NEW | 1.4k | 69.74 |
|
| Allstate Corporation (ALL) | 0.0 | $95k | NEW | 443.00 | 214.65 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $95k | NEW | 2.1k | 46.12 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $95k | NEW | 2.6k | 36.55 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $93k | NEW | 1.5k | 62.47 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $92k | -64% | 121.00 | 763.00 |
|
Past Filings by Measured Wealth Private Client Group
SEC 13F filings are viewable for Measured Wealth Private Client Group going back to 2017
- Measured Wealth Private Client Group 2025 Q3 filed Nov. 14, 2025
- Measured Wealth Private Client Group 2025 Q2 filed Aug. 13, 2025
- Measured Wealth Private Client Group 2025 Q1 filed May 12, 2025
- Measured Wealth Private Client Group 2024 Q4 filed Jan. 27, 2025
- Measured Wealth Private Client Group 2024 Q3 filed Oct. 28, 2024
- Measured Wealth Private Client Group 2024 Q2 filed Aug. 12, 2024
- Measured Wealth Private Client Group 2024 Q1 filed April 18, 2024
- Measured Wealth Private Client Group 2023 Q4 filed Feb. 6, 2024
- Measured Wealth Private Client Group 2023 Q3 filed Oct. 18, 2023
- Measured Wealth Private Client Group 2023 Q2 filed July 20, 2023
- Measured Wealth Private Client Group 2023 Q1 filed May 1, 2023
- Measured Wealth Private Client Group 2022 Q4 filed Jan. 23, 2023
- Measured Wealth Private Client Group 2022 Q3 filed Oct. 27, 2022
- Measured Wealth Private Client Group 2022 Q2 filed July 25, 2022
- Measured Wealth Private Client Group 2022 Q1 filed May 3, 2022
- Measured Wealth Private Client Group 2021 Q4 filed Jan. 28, 2022