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 GLD, VYM, SPYV, XLV, UPS, and represent 29.48% of Measured Wealth Private Client Group's stock portfolio.
- Added to shares of these 10 stocks: XLE, BMY, HST, EEM, SHY, AMAT, PHIN, OHI, CAH, CRUS.
- Started 59 new stock positions in DOMO, ARW, QUAL, THRO, BAI, PNFP, TIMB, BMI, RGTI, STN.
- Reduced shares in these 10 stocks: GLD, MTG, VYM, SPY, JPM, MCHI, SPYV, ORI, CVS, XLV.
- Sold out of its positions in AMR, ABTC, AEO, ARM, AstraZeneca, ALV, BWXT, BL, BCC, BRO.
- Measured Wealth Private Client Group was a net seller of stock by $-10M.
- Measured Wealth Private Client Group has $366M in assets under management (AUM), dropping by -3.16%.
- Central Index Key (CIK): 0001720235
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Portfolio Holdings for Measured Wealth Private Client Group
Measured Wealth Private Client Group holds 726 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Measured Wealth Private Client Group has 726 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Measured Wealth Private Client Group March 31, 2026 positions
- Download the Measured Wealth Private Client Group March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 7.1 | $26M | -7% | 60k | 430.29 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 6.5 | $24M | -4% | 161k | 148.10 |
|
| Spdr Series Trust State Street Spd (SPYV) | 6.4 | $23M | -3% | 414k | 56.58 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 4.9 | $18M | -3% | 123k | 146.61 |
|
| United Parcel Svcs CL B (UPS) | 4.5 | $17M | 169k | 98.38 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.5 | $16M | 86k | 191.92 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 4.3 | $16M | 118k | 132.90 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 4.3 | $16M | 141k | 110.86 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.3 | $12M | -7% | 18k | 650.33 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.8 | $10M | +2% | 27k | 383.40 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.8 | $6.7M | -4% | 77k | 86.69 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 1.7 | $6.2M | -5% | 134k | 45.89 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 1.6 | $5.9M | +4% | 72k | 81.98 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $5.8M | 33k | 174.40 |
|
|
| Apple (AAPL) | 1.4 | $5.3M | -3% | 21k | 253.79 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 1.3 | $4.9M | -9% | 99k | 49.37 |
|
| Spdr Series Trust State Street Spd (SPYG) | 1.3 | $4.9M | -10% | 50k | 97.91 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $4.4M | -5% | 6.7k | 653.25 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.1 | $4.1M | 58k | 70.18 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 1.0 | $3.7M | 34k | 108.98 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.9 | $3.4M | +36% | 60k | 56.79 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.9 | $3.4M | +17% | 67k | 49.97 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.9 | $3.3M | -4% | 21k | 161.73 |
|
| Broadcom (AVGO) | 0.8 | $2.9M | -13% | 9.4k | 309.51 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $2.8M | -2% | 28k | 99.27 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.7 | $2.6M | -2% | 27k | 94.56 |
|
| Microsoft Corporation (MSFT) | 0.6 | $2.1M | -2% | 5.7k | 370.16 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.5 | $1.9M | +1596% | 31k | 61.26 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.5 | $1.9M | -14% | 32k | 59.22 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $1.8M | -13% | 5.7k | 318.05 |
|
| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.5 | $1.7M | 42k | 41.41 |
|
|
| Ishares Tr Msci China Etf (MCHI) | 0.5 | $1.7M | -34% | 30k | 56.18 |
|
| Citigroup Com New (C) | 0.5 | $1.7M | 15k | 113.41 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $1.7M | 5.6k | 298.85 |
|
|
| Bristol Myers Squibb (BMY) | 0.4 | $1.5M | +302% | 25k | 60.65 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.4M | 4.4k | 320.81 |
|
|
| Exelon Corporation (EXC) | 0.4 | $1.4M | 28k | 49.02 |
|
|
| Eversource Energy (ES) | 0.4 | $1.4M | +28% | 20k | 69.28 |
|
| Altria (MO) | 0.4 | $1.3M | 20k | 65.99 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.4 | $1.3M | 27k | 48.46 |
|
|
| National Fuel Gas (NFG) | 0.3 | $1.3M | +4% | 14k | 93.96 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $1.3M | 20k | 62.45 |
|
|
| Northeast Bk Lewiston Me (NBN) | 0.3 | $1.2M | 11k | 112.37 |
|
|
| Omega Healthcare Investors (OHI) | 0.3 | $1.2M | +106% | 27k | 43.82 |
|
| Ryder System (R) | 0.3 | $1.2M | -9% | 5.8k | 204.71 |
|
| Applied Industrial Technologies (AIT) | 0.3 | $1.2M | -6% | 4.4k | 265.33 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $1.1M | 16k | 68.47 |
|
|
| Host Hotels & Resorts (HST) | 0.3 | $1.1M | NEW | 57k | 19.16 |
|
| Enact Hldgs (ACT) | 0.3 | $1.1M | -7% | 26k | 40.81 |
|
| Emcor (EME) | 0.3 | $1.0M | -17% | 1.4k | 738.31 |
|
| Nrg Energy Com New (NRG) | 0.3 | $1.0M | -4% | 6.9k | 146.14 |
|
| Barrick Mng Corp Com Shs (B) | 0.3 | $1.0M | 25k | 40.79 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $976k | -48% | 3.3k | 294.17 |
|
| Applied Materials (AMAT) | 0.3 | $966k | +455% | 2.8k | 341.81 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $954k | 14k | 70.91 |
|
|
| Cibc Cad (CM) | 0.3 | $949k | -3% | 10k | 94.75 |
|
| Iamgold Corp (IAG) | 0.3 | $926k | -25% | 49k | 18.82 |
|
| Kroger (KR) | 0.3 | $924k | -5% | 13k | 72.36 |
|
| Cardinal Health (CAH) | 0.3 | $916k | +182% | 4.3k | 211.33 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $907k | -7% | 5.3k | 169.67 |
|
| UGI Corporation (UGI) | 0.2 | $886k | 24k | 36.42 |
|
|
| Hancock Holding Company (HWC) | 0.2 | $879k | -2% | 14k | 63.59 |
|
| East West Ban (EWBC) | 0.2 | $862k | +43% | 8.1k | 106.76 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $854k | 13k | 68.14 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $850k | +5373% | 10k | 82.57 |
|
| Alcoa (AA) | 0.2 | $839k | +30% | 13k | 66.33 |
|
| Popular Com New (BPOP) | 0.2 | $826k | -2% | 6.2k | 134.17 |
|
| Mueller Industries (MLI) | 0.2 | $816k | -12% | 7.4k | 110.80 |
|
| Johnson & Johnson (JNJ) | 0.2 | $816k | 3.3k | 244.44 |
|
|
| Flextronics Intl Ord (FLEX) | 0.2 | $801k | -12% | 12k | 65.46 |
|
| Hartford Financial Services (HIG) | 0.2 | $785k | +18% | 5.8k | 135.23 |
|
| First Bancorp Corporation Com New (FBP) | 0.2 | $769k | 36k | 21.36 |
|
|
| AZZ Incorporated (AZZ) | 0.2 | $758k | 6.1k | 125.13 |
|
|
| Mercury General Corporation (MCY) | 0.2 | $750k | +29% | 8.5k | 88.15 |
|
| Federated Hermes CL B (FHI) | 0.2 | $743k | 13k | 56.71 |
|
|
| Garrett Motion (GTX) | 0.2 | $734k | +15% | 40k | 18.17 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $732k | -8% | 11k | 67.07 |
|
| Phinia Common Stock (PHIN) | 0.2 | $723k | +55494% | 11k | 68.44 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $718k | 1.00 | 718140.00 |
|
|
| Alliance Data Systems Corporation (BFH) | 0.2 | $703k | +68% | 9.4k | 74.89 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.2 | $700k | -6% | 3.7k | 189.05 |
|
| Aercap Holdings Nv SHS (AER) | 0.2 | $695k | -4% | 5.1k | 137.18 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $695k | -8% | 5.5k | 126.35 |
|
| Jabil Circuit (JBL) | 0.2 | $693k | -5% | 2.6k | 265.63 |
|
| Travelers Companies (TRV) | 0.2 | $680k | -6% | 2.3k | 291.68 |
|
| KAR Auction Services (OPLN) | 0.2 | $653k | +67% | 22k | 29.15 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $635k | -5% | 8.9k | 71.13 |
|
| TTM Technologies (TTMI) | 0.2 | $629k | -28% | 6.5k | 97.42 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.2 | $608k | +68% | 7.7k | 79.12 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $606k | 1.7k | 367.49 |
|
|
| Brightspring Health Svcs (BTSG) | 0.2 | $603k | -15% | 14k | 42.61 |
|
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.2 | $590k | +7% | 19k | 30.51 |
|
| Medtronic SHS (MDT) | 0.2 | $555k | 6.4k | 86.65 |
|
|
| Credicorp (BAP) | 0.1 | $548k | -4% | 1.6k | 339.18 |
|
| Cirrus Logic (CRUS) | 0.1 | $530k | NEW | 3.7k | 144.62 |
|
| Analog Devices (ADI) | 0.1 | $528k | 1.7k | 318.14 |
|
|
| Grupo Cibest Sa Spon Ads (CIB) | 0.1 | $527k | -7% | 7.2k | 72.81 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $518k | 2.1k | 250.58 |
|
|
| Incyte Corporation (INCY) | 0.1 | $513k | +43% | 5.5k | 94.12 |
|
| Hamilton Insurance Group CL B (HG) | 0.1 | $513k | +71% | 17k | 29.83 |
|
| Dover Corporation (DOV) | 0.1 | $509k | 2.4k | 208.45 |
|
|
| Arrow Electronics (ARW) | 0.1 | $505k | NEW | 3.5k | 143.41 |
|
| Ptc Therapeutics I (PTCT) | 0.1 | $504k | +49% | 7.4k | 68.13 |
|
| Elanco Animal Health (ELAN) | 0.1 | $499k | +19% | 21k | 23.93 |
|
| Siriuspoint (SPNT) | 0.1 | $497k | +81% | 23k | 21.54 |
|
| Five Below (FIVE) | 0.1 | $489k | +24% | 2.1k | 228.48 |
|
| Enova Intl (ENVA) | 0.1 | $475k | NEW | 3.5k | 135.83 |
|
| Dht Holdings Shs New (DHT) | 0.1 | $475k | NEW | 26k | 18.27 |
|
| Krystal Biotech (KRYS) | 0.1 | $472k | NEW | 1.8k | 258.32 |
|
| Linde SHS (LIN) | 0.1 | $472k | 951.00 | 495.76 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $470k | 2.4k | 192.91 |
|
|
| Abbvie (ABBV) | 0.1 | $466k | -2% | 2.1k | 217.54 |
|
| McKesson Corporation (MCK) | 0.1 | $459k | -7% | 530.00 | 865.36 |
|
| Amazon (AMZN) | 0.1 | $454k | 2.2k | 208.25 |
|
|
| Iron Mountain (IRM) | 0.1 | $446k | -33% | 4.4k | 102.14 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $441k | +3% | 15k | 30.32 |
|
| Cisco Systems (CSCO) | 0.1 | $435k | +6% | 5.6k | 77.59 |
|
| Lowe's Companies (LOW) | 0.1 | $433k | 1.8k | 236.28 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $425k | +16% | 711.00 | 597.74 |
|
| Axon Enterprise (AXON) | 0.1 | $425k | 1.0k | 424.69 |
|
|
| Applovin Corp Com Cl A (APP) | 0.1 | $410k | -35% | 1.0k | 398.00 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $398k | -3% | 8.3k | 48.14 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $395k | -16% | 1.4k | 287.28 |
|
| Nextera Energy (NEE) | 0.1 | $392k | 4.2k | 92.88 |
|
|
| Pepsi (PEP) | 0.1 | $390k | 2.5k | 155.29 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $363k | -4% | 2.2k | 164.60 |
|
| UnitedHealth (UNH) | 0.1 | $360k | 1.3k | 270.59 |
|
|
| Spdr Series Trust State Street Spd (MDYV) | 0.1 | $348k | -2% | 4.1k | 85.15 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $337k | -2% | 702.00 | 479.34 |
|
| Tim S A Sponsored Adr (TIMB) | 0.1 | $332k | NEW | 13k | 26.49 |
|
| L3harris Technologies (LHX) | 0.1 | $331k | 959.00 | 345.15 |
|
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $328k | 2.5k | 131.25 |
|
|
| MGIC Investment (MTG) | 0.1 | $326k | -78% | 12k | 26.25 |
|
| Centrais Elet Bras Sa Sponsored Adr (AXIA) | 0.1 | $323k | NEW | 29k | 11.28 |
|
| Jackson Financial Com Cl A (JXN) | 0.1 | $318k | +28% | 3.0k | 105.72 |
|
| Amgen (AMGN) | 0.1 | $318k | 905.00 | 351.85 |
|
|
| Ardagh Metal Packaging S A SHS (AMBP) | 0.1 | $316k | +18% | 78k | 4.05 |
|
| AFLAC Incorporated (AFL) | 0.1 | $314k | 2.9k | 109.71 |
|
|
| Virgin Galactic Holdings Com New (SPCE) | 0.1 | $305k | -5% | 126k | 2.43 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $305k | +194% | 504.00 | 604.39 |
|
| General Motors Company (GM) | 0.1 | $303k | +133% | 4.1k | 74.50 |
|
| Merck & Co (MRK) | 0.1 | $303k | 2.5k | 120.29 |
|
|
| Phillips 66 (PSX) | 0.1 | $295k | 1.6k | 182.20 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $291k | 1.4k | 215.06 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $290k | 1.4k | 203.18 |
|
|
| Gilead Sciences (GILD) | 0.1 | $289k | 2.1k | 139.37 |
|
|
| Blackrock (BLK) | 0.1 | $283k | 294.00 | 961.71 |
|
|
| CBOE Holdings (CBOE) | 0.1 | $280k | +441% | 996.00 | 281.07 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $278k | 3.1k | 90.53 |
|
|
| Tyler Technologies (TYL) | 0.1 | $277k | -23% | 810.00 | 342.38 |
|
| Edison International (EIX) | 0.1 | $275k | NEW | 3.8k | 73.18 |
|
| Spdr Series Trust State Street Spd (MDYG) | 0.1 | $265k | -3% | 2.8k | 95.96 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $264k | -3% | 3.6k | 72.69 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $262k | -6% | 2.4k | 108.25 |
|
| Manulife Finl Corp (MFC) | 0.1 | $260k | -50% | 7.6k | 34.44 |
|
| Norfolk Southern (NSC) | 0.1 | $257k | 895.00 | 287.00 |
|
|
| State Street Corporation (STT) | 0.1 | $256k | +563% | 2.0k | 126.56 |
|
| General Dynamics Corporation (GD) | 0.1 | $256k | 745.00 | 343.22 |
|
|
| Camden National Corporation (CAC) | 0.1 | $252k | 5.3k | 47.45 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $250k | +2% | 961.00 | 260.29 |
|
| Air Products & Chemicals (APD) | 0.1 | $248k | +2% | 852.00 | 290.49 |
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $245k | 1.8k | 135.34 |
|
|
| At&t (T) | 0.1 | $240k | -23% | 8.3k | 28.99 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $239k | +3% | 1.2k | 198.27 |
|
| Northern Trust Corporation (NTRS) | 0.1 | $238k | 1.7k | 139.57 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $238k | -11% | 549.00 | 434.04 |
|
| Procter & Gamble Company (PG) | 0.1 | $237k | +8% | 1.6k | 144.44 |
|
| Primoris Services (PRIM) | 0.1 | $237k | 1.7k | 143.04 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $237k | 4.0k | 58.78 |
|
|
| Rush Enterprises Cl A (RUSHA) | 0.1 | $237k | +857% | 3.6k | 66.11 |
|
| Comfort Systems USA (FIX) | 0.1 | $234k | -29% | 170.00 | 1378.99 |
|
| eBay (EBAY) | 0.1 | $234k | -24% | 2.6k | 91.03 |
|
| United Bankshares (UBSI) | 0.1 | $233k | NEW | 5.6k | 41.42 |
|
| Abbott Laboratories (ABT) | 0.1 | $230k | 2.2k | 102.67 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $230k | 739.00 | 310.58 |
|
|
| PNC Financial Services (PNC) | 0.1 | $228k | 1.1k | 208.09 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $226k | 785.00 | 287.50 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $218k | 1.5k | 142.43 |
|
|
| Celestica (CLS) | 0.1 | $214k | -32% | 758.00 | 281.68 |
|
| Cummins (CMI) | 0.1 | $213k | 395.00 | 538.02 |
|
|
| Terex Corporation (TEX) | 0.1 | $212k | NEW | 3.6k | 59.10 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $208k | -3% | 2.2k | 94.58 |
|
| Home Depot (HD) | 0.1 | $207k | 629.00 | 328.89 |
|
|
| Synchrony Financial (SYF) | 0.1 | $203k | -77% | 3.0k | 68.03 |
|
| Visa Com Cl A (V) | 0.1 | $201k | 665.00 | 302.24 |
|
|
| Nucor Corporation (NUE) | 0.1 | $198k | 1.2k | 169.10 |
|
|
| Targa Res Corp (TRGP) | 0.1 | $197k | 785.00 | 250.67 |
|
|
| Southern Company (SO) | 0.1 | $196k | 2.0k | 96.52 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $183k | 2.3k | 79.61 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $182k | 1.7k | 106.15 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $181k | 923.00 | 196.20 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $181k | 498.00 | 363.22 |
|
|
| Coca-Cola Company (KO) | 0.0 | $181k | -3% | 2.4k | 76.05 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $180k | +20% | 850.00 | 211.15 |
|
| Verizon Communications (VZ) | 0.0 | $179k | -64% | 3.6k | 50.20 |
|
| Axis Cap Hldgs SHS (AXS) | 0.0 | $179k | -64% | 1.8k | 101.41 |
|
| Waste Management (WM) | 0.0 | $178k | 773.00 | 229.66 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $176k | 1.2k | 151.41 |
|
|
| Lincoln National Corporation (LNC) | 0.0 | $176k | -76% | 5.0k | 35.50 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $176k | -4% | 1.5k | 118.63 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $174k | -32% | 711.00 | 244.33 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $171k | -38% | 507.00 | 337.95 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $168k | 1.6k | 106.50 |
|
|
| Wec Energy Group (WEC) | 0.0 | $164k | 1.4k | 115.77 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $163k | 383.00 | 426.40 |
|
|
| W.W. Grainger (GWW) | 0.0 | $161k | 148.00 | 1090.81 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $157k | 158.00 | 996.48 |
|
|
| Spdr Series Trust State Street Spd (SLYG) | 0.0 | $156k | -2% | 1.6k | 96.62 |
|
| Paychex (PAYX) | 0.0 | $154k | 1.7k | 92.12 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $154k | -3% | 537.00 | 286.86 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $151k | 775.00 | 194.14 |
|
|
| Hf Sinclair Corp (DINO) | 0.0 | $149k | -51% | 2.4k | 62.39 |
|
| Yum! Brands (YUM) | 0.0 | $146k | 938.00 | 155.48 |
|
|
| Tesla Motors (TSLA) | 0.0 | $145k | 391.00 | 371.75 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $134k | -85% | 1.9k | 71.82 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $133k | -20% | 7.5k | 17.75 |
|
| Spdr Series Trust State Street Spd (SPMB) | 0.0 | $132k | -2% | 5.9k | 22.39 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $131k | 1.8k | 73.14 |
|
|
| Chevron Corporation (CVX) | 0.0 | $130k | 627.00 | 206.95 |
|
|
| Old Republic International Corporation (ORI) | 0.0 | $126k | -86% | 3.2k | 39.90 |
|
| Chubb (CB) | 0.0 | $125k | +5% | 383.00 | 325.93 |
|
| Meta Platforms Cl A (META) | 0.0 | $121k | -14% | 211.00 | 572.99 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $121k | -32% | 6.7k | 18.02 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $120k | -4% | 1.9k | 64.73 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $119k | -11% | 549.00 | 216.45 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $116k | 1.2k | 97.13 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $113k | 865.00 | 130.94 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $110k | 2.6k | 42.56 |
|
|
| H&R Block (HRB) | 0.0 | $105k | -59% | 3.3k | 31.74 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $105k | -4% | 114.00 | 919.77 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $104k | 2.1k | 49.89 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $102k | +105% | 1.3k | 76.54 |
|
| International Business Machines (IBM) | 0.0 | $101k | -31% | 415.00 | 242.17 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $101k | -8% | 1.9k | 52.78 |
|
| Oracle Corporation (ORCL) | 0.0 | $98k | +56% | 669.00 | 147.05 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $98k | +95% | 1.3k | 74.35 |
|
| Caterpillar (CAT) | 0.0 | $94k | -69% | 133.00 | 709.17 |
|
| Diebold Nixdorf Com Shs (DBD) | 0.0 | $94k | NEW | 1.2k | 75.44 |
|
| Honeywell International (HON) | 0.0 | $92k | 408.00 | 226.03 |
|
|
| Allstate Corporation (ALL) | 0.0 | $92k | 443.00 | 207.34 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $89k | 564.00 | 157.23 |
|
|
| Invesco Currencyshares Euro Euro Shs (FXE) | 0.0 | $89k | 831.00 | 106.69 |
|
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $88k | -36% | 802.00 | 109.71 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $87k | 66.00 | 1320.83 |
|
|
| RBC Bearings Incorporated (RBC) | 0.0 | $85k | +7% | 156.00 | 543.12 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $85k | 1.5k | 57.64 |
|
|
| Franklin Templeton Etf Tr Franklin Ftse (FLEU) | 0.0 | $82k | 2.5k | 32.32 |
|
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $79k | -53% | 1.5k | 51.37 |
|
| Union Pacific Corporation (UNP) | 0.0 | $79k | 325.00 | 242.62 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $79k | +9% | 171.00 | 460.99 |
|
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 2026 Q1 filed May 13, 2026
- Measured Wealth Private Client Group 2025 Q4 filed Feb. 10, 2026
- 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