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 VYM, SPYG, GLD, RSP, XLK, and represent 24.70% of Measured Wealth Private Client Group's stock portfolio.
- Added to shares of these 10 stocks: SPYG (+$15M), EEM (+$10M), KBE (+$7.1M), XBI (+$7.1M), IYZ (+$6.8M), QTUM (+$6.1M), URA (+$5.7M), XPH, PAVE, VYM.
- Started 54 new stock positions in SPCX, PRU, INSW, CCL, FTCS, CNC, PDFS, SNAP, VGLT, COPX.
- Reduced shares in these 10 stocks: SPYV (-$15M), XLC (-$13M), XLV (-$8.6M), XLK, XLF, GLD, XLB, IYR, TLT, MCHI.
- Sold out of its positions in WMS, ABNB, AVSC, AVEM, COLD, TEAM, BAND, Carnival Corporation, CMC, DKS.
- Measured Wealth Private Client Group was a net buyer of stock by $8.2M.
- Measured Wealth Private Client Group has $414M in assets under management (AUM), dropping by 13.01%.
- Central Index Key (CIK): 0001720235
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Portfolio Holdings for Measured Wealth Private Client Group
Measured Wealth Private Client Group holds 723 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Measured Wealth Private Client Group has 723 total positions. Only the first 250 positions are shown.
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- Download the Measured Wealth Private Client Group June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds High Div Yld (VYM) | 6.8 | $28M | +10% | 179k | 158.03 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 5.0 | $21M | +249% | 174k | 118.99 |
|
| Spdr Gold Tr Gold Shs (GLD) | 4.4 | $18M | -18% | 49k | 368.38 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.2 | $18M | -3% | 83k | 212.77 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 4.2 | $18M | -21% | 92k | 190.52 |
|
| United Parcel Svcs CL B (UPS) | 4.1 | $17M | -5% | 160k | 107.50 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 4.0 | $16M | -7% | 25k | 655.89 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 3.4 | $14M | +243% | 206k | 68.41 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.3 | $14M | 18k | 746.76 |
|
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 2.6 | $11M | -44% | 68k | 158.66 |
|
| Spdr Series Trust St Str P500val (SPYV) | 2.6 | $11M | -57% | 174k | 60.79 |
|
| Spdr Series Trust St Str Sp Bank (KBE) | 1.7 | $7.1M | NEW | 105k | 68.22 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 1.7 | $7.1M | NEW | 45k | 158.25 |
|
| Ishares Tr Us Telecom Etf (IYZ) | 1.7 | $6.8M | NEW | 161k | 42.31 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $6.7M | 33k | 200.09 |
|
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 1.6 | $6.4M | +5% | 142k | 45.34 |
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 1.5 | $6.1M | NEW | 37k | 165.38 |
|
| Apple (AAPL) | 1.5 | $6.0M | 21k | 289.37 |
|
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 1.4 | $5.9M | 72k | 83.07 |
|
|
| Global X Fds Global X Uranium (URA) | 1.4 | $5.7M | NEW | 131k | 43.70 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 1.3 | $5.3M | +39% | 29k | 185.23 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $4.9M | -3% | 6.5k | 748.90 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.1 | $4.7M | -29% | 54k | 86.42 |
|
| Spdr Series Trust St Str Sp Pharma (XPH) | 1.1 | $4.5M | NEW | 68k | 66.27 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.1 | $4.4M | 58k | 75.79 |
|
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 1.0 | $4.2M | +8% | 36k | 117.28 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.9 | $3.8M | +129% | 71k | 53.11 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.8 | $3.1M | NEW | 53k | 58.92 |
|
| Broadcom (AVGO) | 0.7 | $3.0M | -15% | 7.9k | 377.76 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $2.6M | -5% | 27k | 98.98 |
|
| Microsoft Corporation (MSFT) | 0.5 | $2.1M | 5.7k | 373.01 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.5 | $2.1M | -86% | 19k | 107.13 |
|
| Citigroup Com New (C) | 0.5 | $2.0M | -2% | 14k | 139.96 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $1.9M | 5.6k | 343.91 |
|
|
| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.4 | $1.8M | -5% | 40k | 45.41 |
|
| Applied Materials (AMAT) | 0.4 | $1.8M | -12% | 2.5k | 723.04 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.7M | +6% | 4.7k | 370.05 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.4 | $1.7M | -22% | 25k | 67.56 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $1.6M | -22% | 4.4k | 365.84 |
|
| Flex Ord (FLEX) | 0.4 | $1.6M | -19% | 9.8k | 162.07 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $1.6M | +8% | 27k | 57.62 |
|
| Eversource Energy (ES) | 0.4 | $1.5M | +5% | 21k | 72.27 |
|
| Altria (MO) | 0.4 | $1.5M | +3% | 21k | 71.95 |
|
| Host Hotels & Resorts (HST) | 0.4 | $1.5M | +10% | 63k | 23.71 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.4 | $1.5M | 27k | 55.01 |
|
|
| Applied Industrial Technologies (AIT) | 0.4 | $1.5M | 4.3k | 338.17 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $1.4M | 20k | 69.90 |
|
|
| Ryder System (R) | 0.3 | $1.4M | -7% | 5.3k | 263.77 |
|
| Omega Healthcare Investors (OHI) | 0.3 | $1.4M | +7% | 29k | 47.68 |
|
| Enact Hldgs (ACT) | 0.3 | $1.2M | +3% | 27k | 45.71 |
|
| Northeast Bk Lewiston Me (NBN) | 0.3 | $1.2M | -18% | 9.1k | 132.54 |
|
| Emcor (EME) | 0.3 | $1.2M | +2% | 1.4k | 829.88 |
|
| Cardinal Health (CAH) | 0.3 | $1.1M | +10% | 4.8k | 237.58 |
|
| Garrett Motion (GTX) | 0.3 | $1.1M | -22% | 31k | 36.23 |
|
| Magna Intl Inc cl a (MGA) | 0.3 | $1.1M | NEW | 17k | 65.66 |
|
| East West Ban (EWBC) | 0.3 | $1.1M | +6% | 8.6k | 129.09 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.3 | $1.1M | 14k | 81.94 |
|
|
| Hancock Holding Company (HWC) | 0.3 | $1.1M | +4% | 15k | 74.72 |
|
| Popular Com New (BPOP) | 0.3 | $1.1M | +4% | 6.4k | 164.18 |
|
| Barrick Mng Corp Com Shs (B) | 0.2 | $1.0M | +13% | 28k | 36.73 |
|
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.2 | $1.0M | NEW | 42k | 24.26 |
|
| Cibc Cad (CM) | 0.2 | $1.0M | -12% | 8.8k | 115.00 |
|
| Jabil Circuit (JBL) | 0.2 | $1.0M | 2.6k | 385.49 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $999k | -8% | 3.1k | 327.34 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $969k | 5.5k | 176.32 |
|
|
| Mercury General Corporation (MCY) | 0.2 | $950k | +4% | 8.9k | 106.62 |
|
| Mueller Industries (MLI) | 0.2 | $935k | +3% | 7.6k | 122.93 |
|
| AZZ Incorporated (AZZ) | 0.2 | $934k | 6.0k | 155.05 |
|
|
| Brightspring Health Svcs (BTSG) | 0.2 | $933k | -5% | 13k | 69.74 |
|
| Alliance Data Systems Corporation (BFH) | 0.2 | $931k | -8% | 8.6k | 108.35 |
|
| Phinia Common Stock (PHIN) | 0.2 | $928k | +6% | 11k | 82.37 |
|
| TTM Technologies (TTMI) | 0.2 | $927k | -23% | 5.0k | 187.02 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $917k | -3% | 11k | 87.04 |
|
| KAR Auction Services (OPLN) | 0.2 | $915k | 22k | 41.24 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $898k | +5% | 3.5k | 253.97 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.2 | $872k | -2% | 3.6k | 240.97 |
|
| Iamgold Corp (IAG) | 0.2 | $863k | +10% | 55k | 15.84 |
|
| Travelers Companies (TRV) | 0.2 | $833k | +8% | 2.5k | 330.12 |
|
| Federated Hermes CL B (FHI) | 0.2 | $810k | +11% | 15k | 55.22 |
|
| First Bancorp Corporation Com New (FBP) | 0.2 | $804k | -14% | 31k | 26.07 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $802k | +19% | 15k | 53.47 |
|
| Aercap Holdings Nv SHS (AER) | 0.2 | $788k | +6% | 5.4k | 145.78 |
|
| Enova Intl (ENVA) | 0.2 | $776k | -7% | 3.2k | 240.73 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.2 | $756k | +5% | 8.1k | 92.98 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $749k | 1.00 | 748850.00 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $725k | +399% | 8.2k | 87.91 |
|
| Alcoa (AA) | 0.2 | $720k | +9% | 14k | 52.14 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $720k | -2% | 8.7k | 82.34 |
|
| Incyte Corporation (INCY) | 0.2 | $708k | +14% | 6.2k | 113.36 |
|
| Krystal Biotech (KRYS) | 0.2 | $701k | +3% | 1.9k | 371.67 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $692k | 2.1k | 334.82 |
|
|
| Avnet (AVT) | 0.2 | $677k | +761600% | 7.6k | 88.82 |
|
| Dht Holdings Shs New (DHT) | 0.2 | $668k | +55% | 40k | 16.53 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $668k | -8% | 4.9k | 136.73 |
|
| Analog Devices (ADI) | 0.2 | $657k | 1.7k | 397.17 |
|
|
| Ptc Therapeutics I (PTCT) | 0.2 | $656k | +8% | 8.0k | 81.57 |
|
| Diebold Nixdorf Com Shs (DBD) | 0.2 | $652k | +518% | 7.7k | 85.02 |
|
| Arrow Electronics (ARW) | 0.2 | $652k | -13% | 3.1k | 213.41 |
|
| Cisco Systems (CSCO) | 0.2 | $650k | 5.5k | 117.46 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $640k | -76% | 6.3k | 102.25 |
|
| Hamilton Insurance Group CL B (HG) | 0.2 | $634k | +8% | 19k | 33.94 |
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.1 | $607k | -82% | 12k | 50.83 |
|
| Siriuspoint (SPNT) | 0.1 | $607k | +9% | 25k | 24.00 |
|
| Credicorp (BAP) | 0.1 | $590k | -6% | 1.5k | 389.58 |
|
| Amazon (AMZN) | 0.1 | $577k | +10% | 2.4k | 238.32 |
|
| Cirrus Logic (CRUS) | 0.1 | $574k | +5% | 3.9k | 148.53 |
|
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $568k | +408% | 98k | 5.78 |
|
| Axon Enterprise (AXON) | 0.1 | $561k | 1.0k | 560.61 |
|
|
| UnitedHealth (UNH) | 0.1 | $553k | 1.3k | 415.63 |
|
|
| Iron Mountain (IRM) | 0.1 | $552k | 4.4k | 126.31 |
|
|
| Indivior Pharmaceuticals (INDV) | 0.1 | $550k | NEW | 13k | 41.03 |
|
| Dover Corporation (DOV) | 0.1 | $548k | 2.4k | 224.28 |
|
|
| Linde SHS (LIN) | 0.1 | $526k | +6% | 1.0k | 518.94 |
|
| Five Below (FIVE) | 0.1 | $516k | +34% | 2.9k | 179.79 |
|
| Grupo Cibest Sa Spon Ads (CIB) | 0.1 | $506k | -11% | 6.4k | 79.43 |
|
| Medtronic SHS (MDT) | 0.1 | $503k | 6.4k | 78.23 |
|
|
| Applovin Corp Com Cl A (APP) | 0.1 | $501k | -5% | 972.00 | 515.23 |
|
| Comfort Systems USA (FIX) | 0.1 | $500k | +48% | 252.00 | 1981.95 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $473k | -91% | 8.8k | 53.61 |
|
| Abbvie (ABBV) | 0.1 | $468k | -13% | 1.9k | 251.71 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $468k | 2.5k | 189.75 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $461k | +4% | 15k | 30.49 |
|
| Nrg Energy Com New (NRG) | 0.1 | $456k | -55% | 3.1k | 146.07 |
|
| Morgan Stanley Com New (MS) | 0.1 | $440k | -4% | 2.1k | 209.08 |
|
| DaVita (DVA) | 0.1 | $434k | NEW | 2.0k | 222.48 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $434k | -11% | 632.00 | 686.28 |
|
| Centene Corporation (CNC) | 0.1 | $427k | NEW | 6.7k | 64.19 |
|
| Lowe's Companies (LOW) | 0.1 | $413k | +2% | 1.9k | 220.49 |
|
| Victorias Secret And Common Stock (VSXY) | 0.1 | $385k | NEW | 4.6k | 83.48 |
|
| Spdr Series Trust St Str Sp400val (MDYV) | 0.1 | $380k | -2% | 4.0k | 94.85 |
|
| Apple Hospitality Reit Com New (APLE) | 0.1 | $371k | NEW | 22k | 16.81 |
|
| Nextera Energy (NEE) | 0.1 | $370k | 4.2k | 87.77 |
|
|
| Kroger (KR) | 0.1 | $365k | -48% | 6.6k | 55.53 |
|
| Edison International (EIX) | 0.1 | $365k | +30% | 4.9k | 74.45 |
|
| Pepsi (PEP) | 0.1 | $363k | +6% | 2.7k | 135.40 |
|
| Virgin Galactic Holdings Com New (SPCE) | 0.1 | $363k | 126k | 2.89 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $351k | 702.00 | 500.53 |
|
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $350k | -3% | 8.0k | 43.71 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $349k | 2.5k | 141.66 |
|
|
| Bk Nova Cad (BNS) | 0.1 | $345k | NEW | 4.0k | 86.84 |
|
| Global X Fds Global X Copper (COPX) | 0.1 | $344k | NEW | 4.5k | 76.97 |
|
| AFLAC Incorporated (AFL) | 0.1 | $336k | 2.9k | 117.25 |
|
|
| Jackson Financial Com Cl A (JXN) | 0.1 | $330k | +6% | 3.2k | 102.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $328k | +16% | 917.00 | 357.31 |
|
| Ardagh Metal Packaging S A SHS (AMBP) | 0.1 | $326k | -11% | 69k | 4.74 |
|
| Merck & Co (MRK) | 0.1 | $324k | 2.5k | 128.50 |
|
|
| Amgen (AMGN) | 0.1 | $318k | -2% | 879.00 | 362.12 |
|
| Automatic Data Processing (ADP) | 0.1 | $313k | -2% | 1.4k | 223.95 |
|
| State Street Corporation (STT) | 0.1 | $311k | -9% | 1.8k | 169.60 |
|
| Hartford Financial Services (HIG) | 0.1 | $306k | -60% | 2.3k | 132.52 |
|
| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.1 | $301k | -2% | 2.7k | 112.09 |
|
| General Motors Company (GM) | 0.1 | $296k | -5% | 3.8k | 77.08 |
|
| Frontline (FRO) | 0.1 | $295k | NEW | 8.5k | 34.79 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $291k | -2% | 3.0k | 96.58 |
|
| Camden National Corporation (CAC) | 0.1 | $288k | 5.3k | 54.22 |
|
|
| Tim S A Sponsored Adr (TIMB) | 0.1 | $282k | +5% | 13k | 21.42 |
|
| Cummins (CMI) | 0.1 | $282k | 395.00 | 713.21 |
|
|
| Axia Energia Sa Sponsored Adr (AXIA) | 0.1 | $281k | -6% | 27k | 10.56 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $279k | -12% | 1.2k | 236.62 |
|
| L3harris Technologies (LHX) | 0.1 | $279k | 959.00 | 290.59 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $277k | -67% | 3.4k | 82.11 |
|
| Celestica (CLS) | 0.1 | $277k | 758.00 | 364.80 |
|
|
| Norfolk Southern (NSC) | 0.1 | $275k | -2% | 875.00 | 314.59 |
|
| Blackrock (BLK) | 0.1 | $275k | -2% | 286.00 | 961.56 |
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $275k | -13% | 1.6k | 176.70 |
|
| Phillips 66 (PSX) | 0.1 | $273k | 1.6k | 169.08 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $264k | 745.00 | 354.24 |
|
|
| Northern Trust Corporation (NTRS) | 0.1 | $264k | -11% | 1.5k | 173.84 |
|
| United Bankshares (UBSI) | 0.1 | $262k | 5.7k | 45.83 |
|
|
| Gilead Sciences (GILD) | 0.1 | $262k | 2.1k | 126.34 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $260k | 961.00 | 270.47 |
|
|
| PNC Financial Services (PNC) | 0.1 | $259k | -3% | 1.1k | 246.22 |
|
| McKesson Corporation (MCK) | 0.1 | $253k | -36% | 335.00 | 755.60 |
|
| Rush Enterprises Cl A (RUSHA) | 0.1 | $251k | -3% | 3.4k | 72.98 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $251k | 1.5k | 164.27 |
|
|
| Terex Corporation (TEX) | 0.1 | $250k | -3% | 3.5k | 72.39 |
|
| Air Products & Chemicals (APD) | 0.1 | $250k | 852.00 | 293.18 |
|
|
| Archer Daniels Midland Company (ADM) | 0.1 | $246k | -11% | 3.2k | 76.40 |
|
| Nucor Corporation (NUE) | 0.1 | $242k | -7% | 1.1k | 222.75 |
|
| Procter & Gamble Company (PG) | 0.1 | $241k | 1.6k | 146.64 |
|
|
| Exelon Corporation (EXC) | 0.1 | $239k | -81% | 5.1k | 46.62 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $237k | +5% | 2.5k | 93.40 |
|
| Tyler Technologies (TYL) | 0.1 | $237k | 810.00 | 292.46 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $235k | -2% | 492.00 | 477.57 |
|
| Elanco Animal Health (ELAN) | 0.1 | $233k | -54% | 9.5k | 24.61 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $230k | -9% | 3.7k | 62.89 |
|
| Visa Com Cl A (V) | 0.1 | $228k | 665.00 | 343.09 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $228k | 549.00 | 415.35 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $225k | +103% | 2.8k | 80.58 |
|
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.1 | $221k | -7% | 2.0k | 109.11 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $221k | -4% | 742.00 | 298.07 |
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $214k | 1.5k | 144.61 |
|
|
| Targa Res Corp (TRGP) | 0.1 | $211k | 788.00 | 268.29 |
|
|
| National Fuel Gas (NFG) | 0.1 | $210k | -79% | 2.7k | 77.21 |
|
| W.W. Grainger (GWW) | 0.0 | $201k | 148.00 | 1360.40 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $201k | 923.00 | 217.93 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $200k | 498.00 | 402.40 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $200k | 739.00 | 270.13 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $197k | -3% | 2.2k | 90.74 |
|
| Manulife Finl Corp (MFC) | 0.0 | $196k | -36% | 4.8k | 40.51 |
|
| Southern Company (SO) | 0.0 | $194k | 2.0k | 95.71 |
|
|
| Teekay Tankers Cl A (TNK) | 0.0 | $193k | NEW | 3.0k | 64.87 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $193k | 850.00 | 227.06 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $190k | +300% | 1.5k | 124.17 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $190k | 537.00 | 353.33 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $190k | 2.3k | 82.64 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $182k | 711.00 | 255.83 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $182k | 1.2k | 156.30 |
|
|
| Coca-Cola Company (KO) | 0.0 | $181k | -6% | 2.2k | 81.27 |
|
| Verizon Communications (VZ) | 0.0 | $177k | +17% | 4.2k | 42.34 |
|
| Copa Holdings Sa Cl A (CPA) | 0.0 | $174k | NEW | 1.1k | 155.57 |
|
| Waste Management (WM) | 0.0 | $173k | 775.00 | 222.89 |
|
|
| Microchip Technology (MCHP) | 0.0 | $173k | NEW | 1.9k | 91.20 |
|
| Home Depot (HD) | 0.0 | $172k | -22% | 488.00 | 352.68 |
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.0 | $171k | -11% | 1.4k | 119.13 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $168k | NEW | 4.3k | 39.50 |
|
| UGI Corporation (UGI) | 0.0 | $166k | -80% | 4.8k | 34.54 |
|
| Wec Energy Group (WEC) | 0.0 | $165k | 1.4k | 116.77 |
|
|
| International Seaways (INSW) | 0.0 | $158k | NEW | 2.1k | 76.59 |
|
| Paychex (PAYX) | 0.0 | $158k | -4% | 1.6k | 98.33 |
|
| Tesla Motors (TSLA) | 0.0 | $157k | -4% | 374.00 | 420.60 |
|
| Dell Technologies CL C (DELL) | 0.0 | $156k | -11% | 361.00 | 431.46 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $154k | -40% | 302.00 | 509.46 |
|
| Caterpillar (CAT) | 0.0 | $152k | +7% | 143.00 | 1065.90 |
|
| Yum! Brands (YUM) | 0.0 | $150k | 938.00 | 159.86 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $148k | 158.00 | 935.52 |
|
|
| eBay (EBAY) | 0.0 | $146k | -49% | 1.3k | 111.79 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $145k | +6% | 121.00 | 1199.43 |
|
| At&t (T) | 0.0 | $140k | -18% | 6.8k | 20.70 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $134k | 1.8k | 74.90 |
|
|
| Chubb (CB) | 0.0 | $131k | 383.00 | 340.74 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $130k | +18% | 1.0k | 126.58 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $127k | -5% | 7.1k | 17.88 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $126k | 550.00 | 229.77 |
|
|
| Spdr Series Trust St Str Backe Etf (SPMB) | 0.0 | $126k | -4% | 5.6k | 22.31 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $119k | -14% | 1.6k | 75.28 |
|
| Meta Platforms Cl A (META) | 0.0 | $119k | 210.00 | 564.14 |
|
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $117k | 1.3k | 87.88 |
|
|
| MGIC Investment (MTG) | 0.0 | $114k | -67% | 4.1k | 28.20 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $111k | -15% | 56.00 | 1989.45 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $111k | +25% | 747.00 | 148.31 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $110k | -11% | 1.1k | 103.88 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $107k | 2.6k | 41.43 |
|
|
| Allstate Corporation (ALL) | 0.0 | $105k | 443.00 | 237.94 |
|
|
| Chevron Corporation (CVX) | 0.0 | $104k | 627.00 | 165.80 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $102k | +95% | 139.00 | 736.53 |
|
| AECOM Technology Corporation (ACM) | 0.0 | $102k | NEW | 1.5k | 69.80 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $101k | 1.3k | 76.55 |
|
|
| Hf Sinclair Corp (DINO) | 0.0 | $98k | -40% | 1.4k | 69.65 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.0 | $96k | -93% | 1.9k | 51.02 |
|
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 Q2 filed Aug. 10, 2026
- 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