Measured Wealth Private Client Group, LLC Top Holdings and 13F Report (2025) About Measured Wealth Private Client Group, LLCInvestment ActivityMeasured Wealth Private Client Group, LLC has $334.19 million in total holdings as of June 30, 2025.Measured Wealth Private Client Group, LLC owns shares of 179 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 6.49% of the portfolio was purchased this quarter.About 4.77% of the portfolio was sold this quarter.This quarter, Measured Wealth Private Client Group, LLC has purchased 170 new stocks and bought additional shares in 72 stocks.Measured Wealth Private Client Group, LLC sold shares of 58 stocks and completely divested from 20 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Value ETF $27,657,525Invesco S&P 500 Equal Weight ETF $26,384,886Vanguard High Dividend Yield ETF $23,169,182SPDR Gold Shares $19,607,785United Parcel Service $17,064,815 Largest New Holdings this Quarter 30161N101 - Exelon $940,868 Holding636180101 - National Fuel Gas $875,732 Holding02209S103 - Altria Group $849,783 Holding92343V104 - Verizon Communications $771,374 Holding06849F108 - BARRICK MNG CORP $696,096 Holding Largest Purchases this Quarter Exelon 21,669 shares (about $940.87K)National Fuel Gas 10,338 shares (about $875.73K)Altria Group 14,494 shares (about $849.78K)Verizon Communications 17,827 shares (about $771.37K)BARRICK MNG CORP 33,434 shares (about $696.10K) Largest Sales this Quarter Janus Henderson Group 23,644 shares (about $918.33K)SPDR Portfolio S&P 400 Mid Cap ETF 14,393 shares (about $782.69K)SPDR Gold Shares 1,916 shares (about $584.05K)SPDR Portfolio S&P 500 Growth ETF 5,443 shares (about $518.83K)General Motors 8,758 shares (about $430.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeasured Wealth Private Client Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYVSPDR Portfolio S&P 500 Value ETF$27,657,525$27,164 ▼-0.1%528,4208.3%ETFRSPInvesco S&P 500 Equal Weight ETF$26,384,886$515,779 ▲2.0%145,1797.9%ETFVYMVanguard High Dividend Yield ETF$23,169,182$64,789 ▲0.3%173,7996.9%ETFGLDSPDR Gold Shares$19,607,785$584,051 ▼-2.9%64,3245.9%FinanceUPSUnited Parcel Service$17,064,815$2,221 ▼0.0%169,0595.1%TransportationSPYSPDR S&P 500 ETF Trust$16,239,259$147,669 ▼-0.9%26,2834.9%FinanceXLVHealth Care Select Sector SPDR Fund$15,815,350$444,943 ▲2.9%117,3334.7%ETFXLKTechnology Select Sector SPDR Fund$14,846,476$372,504 ▼-2.4%58,6284.4%ETFXLPConsumer Staples Select Sector SPDR Fund$9,741,458$176,839 ▲1.8%120,3092.9%ETFXLCCommunication Services Select Sector SPDR Fund$7,764,475$223,789 ▲3.0%71,5422.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$6,701,381$518,827 ▼-7.2%70,3042.0%ETFTLTiShares 20+ Year Treasury Bond ETF$6,114,869$108,548 ▲1.8%69,2901.8%ETFNVDANVIDIA$5,376,750$80,101 ▼-1.5%34,0321.6%Computer and TechnologyIVViShares Core S&P 500 ETF$4,915,8240.0%7,9171.5%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,890,258$782,687 ▼-13.8%89,9281.5%ETFIYRiShares U.S. Real Estate ETF$4,708,363$222,709 ▲5.0%49,6821.4%ETFXLUUtilities Select Sector SPDR Fund$4,266,084$518,378 ▲13.8%52,2421.3%ETFAAPLApple$4,040,179$80,836 ▲2.0%19,6921.2%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$3,873,211$110,026 ▲2.9%44,1091.2%ETFXLFFinancial Select Sector SPDR Fund$3,820,025$385,862 ▲11.2%72,9431.1%ETFOEFiShares S&P 100 ETF$3,745,542$23,434 ▼-0.6%12,3071.1%ETFDGROiShares Core Dividend Growth ETF$3,707,305$441,761 ▲13.5%57,9811.1%ETFMSFTMicrosoft$3,283,822$89,532 ▲2.8%6,6021.0%Computer and TechnologyAVGOBroadcom$3,119,531$75,804 ▼-2.4%11,3170.9%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$2,492,347$12,896 ▲0.5%25,1240.7%FinanceJPMJPMorgan Chase & Co.$2,183,022$181,194 ▲9.1%7,5300.7%FinanceVVVanguard Large-Cap ETF$1,863,865$54,207 ▼-2.8%6,5330.6%ETFMTGMGIC Investment$1,722,990$46,604 ▲2.8%61,8890.5%FinanceMFCManulife Financial$1,688,191$88,977 ▲5.6%52,8220.5%FinanceEYLDCambria Emerging Shareholder Yield ETF$1,634,936$376,226 ▲29.9%45,2640.5%ETFVTIVanguard Total Stock Market ETF$1,570,427$4,559 ▼-0.3%5,1670.5%ETFCCitigroup$1,550,716$289,067 ▲22.9%18,2180.5%Financial ServicesHRBH&R Block$1,419,236$31,781 ▲2.3%25,8560.4%Consumer DiscretionaryRRyder System$1,268,184$151,845 ▼-10.7%7,9760.4%TransportationNBNNortheast Bancorp$1,255,1490.0%14,1040.4%FinanceNRGNRG Energy$1,228,276$140,026 ▼-10.2%7,6490.4%UtilitiesVOVanguard Mid-Cap ETF$1,189,134$42,259 ▼-3.4%4,2490.4%ETFDFATDimensional U.S. Targeted Value ETF$1,178,810$153,624 ▼-11.5%21,8460.4%ETFDFUVDimensional US Marketwide Value ETF$1,164,899$64,477 ▼-5.2%27,5520.3%ETFEMEEMCOR Group$1,103,478$41,187 ▲3.9%2,0630.3%ConstructionACTEnact$1,092,099$36,407 ▲3.4%29,3970.3%FinanceAITApplied Industrial Technologies$1,081,822$58,345 ▲5.7%4,6540.3%IndustrialsSYFSynchrony Financial$1,052,890$170,788 ▲19.4%15,7760.3%FinanceORIOld Republic International$995,519$96,484 ▲10.7%25,8980.3%FinanceUNMUnum Group$971,785$190,997 ▲24.5%12,0330.3%FinanceGPSGAP$969,498$78,669 ▲8.8%44,4520.3%Consumer CyclicalINGRIngredion$957,004$98,589 ▲11.5%7,0570.3%Consumer StaplesGGMEInvesco Next Gen Media and Gaming ETF$941,569$195,125 ▲26.1%15,3450.3%ETFEXCExelon$940,868$940,868 ▲New Holding21,6690.3%UtilitiesVIRTVirtu Financial$916,717$63,064 ▲7.4%20,4670.3%FinanceUGIUGI$915,635$185,778 ▲25.5%25,1410.3%UtilitiesDFUSDimensional U.S. Equity ETF$908,724$97,916 ▼-9.7%13,5590.3%ETFCMCanadian Imperial Bank of Commerce$888,492$44,481 ▼-4.8%12,5440.3%FinanceALSNAllison Transmission$887,492$108,669 ▲14.0%9,3430.3%Auto/Tires/TrucksAPPLOVIN CORP$877,300$54,963 ▲6.7%2,5060.3%COM CL ANFGNational Fuel Gas$875,732$875,732 ▲New Holding10,3380.3%EnergyMOAltria Group$849,783$849,783 ▲New Holding14,4940.3%Consumer StaplesIRMIron Mountain$845,485$29,745 ▼-3.4%8,2430.3%Business ServicesAXONAxon Enterprise$827,9400.0%1,0000.2%AerospaceARCCAres Capital$803,560$856 ▲0.1%36,5920.2%FinanceMLIMueller Industries$800,660$86,066 ▲12.0%10,0750.2%IndustrialsFLEXFlex$781,647$32,598 ▲4.4%15,6580.2%Computer and TechnologyVZVerizon Communications$771,374$771,374 ▲New Holding17,8270.2%Computer and TechnologyFBPFirst BanCorp.$764,211$12,769 ▼-1.6%36,6880.2%FinanceHWCHancock Whitney$761,468$246,246 ▲47.8%13,2660.2%FinanceMWAMUELLER WATER PRODUCTS$739,927$135,417 ▲22.4%30,7790.2%IndustrialsBRK.ABerkshire Hathaway$728,8000.0%10.2%FinanceAGZiShares Agency Bond ETF$721,971$377,167 ▼-34.3%6,5810.2%FinanceIBKRInteractive Brokers Group$713,459$546,564 ▲327.5%12,8760.2%FinanceTRVTravelers Companies$712,994$155,976 ▲28.0%2,6650.2%FinanceBARRICK MNG CORP$696,096$696,096 ▲New Holding33,4340.2%COM SHSXLIIndustrial Select Sector SPDR Fund$684,202$288,256 ▼-29.6%4,6380.2%ETFXOMExxon Mobil$671,774$50,987 ▲8.2%6,2320.2%EnergyAERAercap$668,772$74,412 ▲12.5%5,7160.2%TransportationMGKVanguard Mega Cap Growth ETF$662,124$10,620 ▼-1.6%1,8080.2%ETFMCHIiShares MSCI China ETF$661,696$661,696 ▲New Holding12,0090.2%ETFBMYBristol Myers Squibb$661,392$276,768 ▼-29.5%14,2880.2%MedicalIAGIamgold$656,304$24,961 ▲4.0%89,2930.2%Basic MaterialsLRNStride$646,096$4,065 ▲0.6%4,4500.2%Consumer DiscretionaryTYLTyler Technologies$630,7820.0%1,0640.2%Computer and TechnologyIBMInternational Business Machines$612,429$116,120 ▲23.4%2,0780.2%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$605,882$18,794 ▼-3.0%9,5100.2%ETFJBLJabil$602,828$436 ▼-0.1%2,7640.2%Computer and TechnologyEXELExelixis$597,569$93,086 ▲18.5%13,5580.2%MedicalAPHAmphenol$592,303$99 ▼0.0%5,9980.2%Computer and TechnologyDORMDorman Products$582,928$101,693 ▲21.1%4,7520.2%Auto/Tires/TrucksCALMCal-Maine Foods$577,754$577,754 ▲New Holding5,7990.2%Basic MaterialsACWXiShares MSCI ACWI ex U.S. ETF$571,678$12,005 ▲2.1%9,3810.2%ManufacturingPLMRPalomar$565,943$49,514 ▲9.6%3,6690.2%FinanceMDTMedtronic$557,8880.0%6,4000.2%MedicalIPInternational Paper$557,417$351,599 ▼-38.7%11,9030.2%Basic MaterialsTAT&T$550,545$30,589 ▲5.9%19,0240.2%Computer and TechnologyJNJJohnson & Johnson$537,833$23,982 ▲4.7%3,5210.2%MedicalSANMSanmina$534,739$201,236 ▲60.3%5,4660.2%Computer and TechnologyITRIItron$518,622$518,622 ▲New Holding3,9400.2%Computer and TechnologyBMAMacro Bank$517,097$517,097 ▲New Holding7,3650.2%FinanceJAZZJazz Pharmaceuticals$515,213$164,911 ▲47.1%4,8550.2%MedicalBPOPPopular$505,313$505,313 ▲New Holding4,5850.2%FinanceRTXRTX$495,884$69,798 ▲16.4%3,3960.1%AerospaceMSIMotorola Solutions$493,200$2,523 ▼-0.5%1,1730.1%Computer and TechnologyShowing largest 100 holdings. 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