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 $311.50 million in total holdings as of March 31, 2025.Measured Wealth Private Client Group, LLC owns shares of 170 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 13.87% of the portfolio was purchased this quarter.About 11.48% of the portfolio was sold this quarter.This quarter, Measured Wealth Private Client Group, LLC has purchased 172 new stocks and bought additional shares in 60 stocks.Measured Wealth Private Client Group, LLC sold shares of 73 stocks and completely divested from 26 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Value ETF $27,012,890Invesco S&P 500 Equal Weight ETF $24,657,760Vanguard High Dividend Yield ETF $22,350,400SPDR Gold Shares $19,086,299United Parcel Service $18,597,219 Largest New Holdings this Quarter 81369Y852 - Communication Services Select Sector SPDR Fund $6,701,366 Holding172967424 - Citigroup $1,052,214 Holding460146103 - International Paper $1,035,577 Holding084670108 - Berkshire Hathaway $798,442 Holding902681105 - UGI $662,723 Holding Largest Purchases this Quarter Communication Services Select Sector SPDR Fund 69,480 shares (about $6.70M)United Parcel Service 57,529 shares (about $6.33M)Financial Select Sector SPDR Fund 55,257 shares (about $2.75M)iShares U.S. Real Estate ETF 28,016 shares (about $2.68M)Health Care Select Sector SPDR Fund 17,462 shares (about $2.55M) Largest Sales this Quarter SPDR Portfolio S&P 400 Mid Cap ETF 141,394 shares (about $7.24M)Invesco S&P 500 Equal Weight ETF 37,586 shares (about $6.51M)iShares Agency Bond ETF 31,350 shares (about $3.43M)Industrial Select Sector SPDR Fund 14,410 shares (about $1.89M)First Trust Water ETF 7,293 shares (about $734.48K) 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$27,012,890$425,311 ▲1.6%528,9398.7%ETFRSPInvesco S&P 500 Equal Weight ETF$24,657,760$6,511,030 ▼-20.9%142,3417.9%ETFVYMVanguard High Dividend Yield ETF$22,350,400$738,552 ▲3.4%173,3137.2%ETFGLDSPDR Gold Shares$19,086,299$451,225 ▲2.4%66,2406.1%FinanceUPSUnited Parcel Service$18,597,219$6,327,615 ▲51.6%169,0816.0%TransportationXLVHealth Care Select Sector SPDR Fund$16,649,849$2,549,632 ▲18.1%114,0325.3%ETFSPYSPDR S&P 500 ETF Trust$14,835,910$77,754 ▼-0.5%26,5224.8%FinanceXLKTechnology Select Sector SPDR Fund$12,409,195$189,961 ▼-1.5%60,0994.0%ETFXLPConsumer Staples Select Sector SPDR Fund$9,647,249$2,332,164 ▲31.9%118,1253.1%ETFXLCCommunication Services Select Sector SPDR Fund$6,701,366$6,701,366 ▲New Holding69,4802.2%ETFTLTiShares 20+ Year Treasury Bond ETF$6,195,517$440,313 ▲7.7%68,0602.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$6,087,760$504,078 ▼-7.6%75,7472.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$5,339,167$7,236,570 ▼-57.5%104,3211.7%ETFIYRiShares U.S. Real Estate ETF$4,532,039$2,682,532 ▲145.0%47,3321.5%ETFIVViShares Core S&P 500 ETF$4,448,318$13,485 ▼-0.3%7,9171.4%ETFAAPLApple$4,286,661$436,485 ▼-9.2%19,2981.4%Computer and TechnologyNVDANVIDIA$3,743,361$184,247 ▼-4.7%34,5391.2%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$3,684,759$1,711,518 ▲86.7%42,8561.2%ETFXLUUtilities Select Sector SPDR Fund$3,618,743$676,454 ▼-15.7%45,8941.2%ETFOEFiShares S&P 100 ETF$3,353,876$17,333 ▼-0.5%12,3841.1%ETFXLFFinancial Select Sector SPDR Fund$3,266,291$2,752,351 ▲535.5%65,5751.0%ETFDGROiShares Core Dividend Growth ETF$3,155,2280.0%51,0721.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,472,380$78,542 ▲3.3%24,9940.8%FinanceMSFTMicrosoft$2,410,695$225,604 ▼-8.6%6,4220.8%Computer and TechnologyAVGOBroadcom$1,940,849$254,829 ▼-11.6%11,5920.6%Computer and TechnologyVVVanguard Large-Cap ETF$1,728,0130.0%6,7230.6%ETFJPMJPMorgan Chase & Co.$1,693,797$1,227 ▲0.1%6,9050.5%FinanceMFCManulife Financial$1,558,684$65,259 ▲4.4%50,0380.5%FinanceMTGMGIC Investment$1,492,128$57,564 ▲4.0%60,2150.5%FinanceVTIVanguard Total Stock Market ETF$1,424,240$277,867 ▼-16.3%5,1820.5%ETFHRBH&R Block$1,387,960$158,470 ▲12.9%25,2770.4%Consumer DiscretionaryNBNNortheast Bank$1,291,1150.0%14,1040.4%FinanceRRyder System$1,284,367$177,174 ▲16.0%8,9310.4%TransportationDFATDimensional U.S. Targeted Value ETF$1,271,443$104,010 ▼-7.6%24,6930.4%ETFBMYBristol-Myers Squibb$1,236,084$555,192 ▲81.5%20,2670.4%MedicalDFUVDimensional US Marketwide Value ETF$1,198,263$16,690 ▼-1.4%29,0770.4%ETFJHGJanus Henderson Group$1,138,906$182,449 ▲19.1%31,5050.4%FinanceVOVanguard Mid-Cap ETF$1,138,0540.0%4,4000.4%ETFEYLDCambria Emerging Shareholder Yield ETF$1,106,424$52,769 ▲5.0%34,8480.4%ETFAGZiShares Agency Bond ETF$1,096,513$3,431,049 ▼-75.8%10,0190.4%FinanceCCitigroup$1,052,214$1,052,214 ▲New Holding14,8220.3%FinanceIPInternational Paper$1,035,577$1,035,577 ▲New Holding19,4110.3%Basic MaterialsAITApplied Industrial Technologies$992,172$24,562 ▲2.5%4,4030.3%IndustrialsACTEnact$987,491$63,905 ▲6.9%28,4170.3%FinanceORIOld Republic International$917,277$168,842 ▲22.6%23,3880.3%FinanceDFUSDimensional U.S. Equity ETF$908,410$5,685 ▼-0.6%15,0200.3%ETFXLIIndustrial Select Sector SPDR Fund$864,017$1,888,726 ▼-68.6%6,5920.3%ETFINGRIngredion$855,879$169,688 ▲24.7%6,3300.3%Consumer StaplesGPSGAP$841,815$152,741 ▲22.2%40,8450.3%Consumer CyclicalNRGNRG Energy$813,415$76,273 ▲10.3%8,5210.3%UtilitiesARCCAres Capital$810,014$21,628 ▲2.7%36,5530.3%FinanceBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.3%FinanceGMGeneral Motors$788,317$187,509 ▲31.2%16,7620.3%Auto/Tires/TrucksUNMUnum Group$787,555$194,852 ▲32.9%9,6680.3%FinanceALSNAllison Transmission$784,398$112,412 ▲16.7%8,1990.3%Auto/Tires/TrucksCNACNA Financial$780,185$70,293 ▲9.9%15,3610.3%FinanceUHSUniversal Health Services$753,855$225,856 ▲42.8%4,0120.2%MedicalCMCanadian Imperial Bank of Commerce$741,584$103,367 ▲16.2%13,1720.2%FinanceAYIAcuity Brands$737,643$181,975 ▲32.7%2,8010.2%ConstructionUNHUnitedHealth Group$736,393$337,295 ▼-31.4%1,4060.2%MedicalSFStifel Financial$735,417$129,702 ▲21.4%7,8020.2%FinanceIRMIron Mountain$734,179$70,123 ▼-8.7%8,5330.2%Business ServicesEMEEMCOR Group$734,085$181,119 ▲32.8%1,9860.2%ConstructionVIRTVirtu Financial$726,529$135,745 ▲23.0%19,0590.2%FinanceFBPFirst BanCorp.$715,060$60,117 ▲9.2%37,3010.2%FinanceSYFSynchrony Financial$699,708$236,748 ▲51.1%13,2170.2%FinanceXOMExxon Mobil$684,878$202,050 ▼-22.8%5,7590.2%EnergyMLIMueller Industries$684,651$761 ▼-0.1%8,9920.2%IndustrialsUGIUGI$662,723$662,723 ▲New Holding20,0400.2%UtilitiesMWAMueller Water Products$639,211$639,211 ▲New Holding25,1460.2%IndustrialsAPPLOVIN CORP$622,415$66,772 ▼-9.7%2,3490.2%COM CL ATYLTyler Technologies$618,599$618,599 ▲New Holding1,0640.2%Computer and TechnologyGGMEInvesco Next Gen Media and Gaming ETF$606,304$87,569 ▼-12.6%12,1650.2%ETFRSPHInvesco S&P 500 Equal Weight Health Care ETF$599,403$599,403 ▲New Holding20,1480.2%ETFDFASDimensional U.S. Small Cap ETF$585,849$5,378 ▼-0.9%9,8050.2%ETFMDTMedtronic$575,104$4,313 ▼-0.7%6,4000.2%MedicalMGKVanguard Mega Cap Growth ETF$567,4870.0%1,8370.2%ETFLRNStride$559,383$9,994 ▼-1.8%4,4220.2%Consumer DiscretionaryJNJJohnson & Johnson$557,886$15,423 ▼-2.7%3,3640.2%MedicalTRVTravelers Companies$550,606$174,015 ▲46.2%2,0820.2%FinanceAPAMArtisan Partners Asset Management$548,221$101,386 ▲22.7%14,0210.2%FinanceABBVAbbVie$540,876$103,692 ▼-16.1%2,5820.2%MedicalIAGIAMGOLD$536,856$110,506 ▲25.9%85,8970.2%Basic MaterialsAXONAxon Enterprise$525,9500.0%1,0000.2%AerospaceAERAerCap$519,024$15,734 ▲3.1%5,0800.2%TransportationMSIMotorola Solutions$516,178$35,463 ▼-6.4%1,1790.2%Computer and TechnologyLENLennar$514,444$78,624 ▲18.0%4,4820.2%ConstructionACWXiShares MSCI ACWI ex U.S. ETF$509,253$509,253 ▲New Holding9,1840.2%ManufacturingTAT&T$508,117$96,210 ▲23.4%17,9670.2%Computer and TechnologyIBKRInteractive Brokers Group$498,757$21,030 ▲4.4%3,0120.2%FinanceACIWACI Worldwide$496,657$190,609 ▲62.3%9,0780.2%Computer and TechnologyFLEXFlex$496,365$48,032 ▲10.7%15,0050.2%Computer and TechnologyDVADaVita$492,716$111,974 ▲29.4%3,2210.2%MedicalKRKroger$486,488$13,403 ▲2.8%7,1870.2%Retail/WholesaleDORMDorman Products$472,878$205,641 ▲77.0%3,9230.2%Auto/Tires/TrucksAXSAXIS Capital$472,632$9,222 ▲2.0%4,7150.2%FinanceMCKMcKesson$471,766$24,901 ▲5.6%7010.2%MedicalHWCHancock Whitney$470,791$470,791 ▲New Holding8,9760.2%FinancePLMRPalomar$458,944$458,944 ▲New Holding3,3480.1%FinanceADPAutomatic Data Processing$437,5190.0%1,4320.1%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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