Measured Wealth Private Client Group, LLC
CIK: 0001720235SEC EDGAR →
Portfolio Value
$378.0M
Holdings
732
As of
Q4 2025
New Positions
680
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR GOLD TR | 65,142 | $25.8M | 6.83% |
| 2 | SPDR SERIES TRUST | 429,035 | $24.4M | 6.45% |
| 3 | VANGUARD WHITEHALL FDS | 168,719 | $24.2M | 6.41% |
| 4 | SELECT SECTOR SPDR TR | 127,527 | $19.7M | 5.22% |
| 5 | SELECT SECTOR SPDR TR | 119,542 | $17.2M | 4.55% |
| 6 | SELECT SECTOR SPDR TR | 143,339 | $16.9M | 4.46% |
| 7 | UNITED PARCEL SERVICE INC | 169,006 | $16.8M | 4.43% |
| 8 | INVESCO EXCHANGE TRADED FD T | 86,132 | $16.5M | 4.36% |
| 9 | SPDR S&P 500 ETF TR | 19,999 | $13.6M | 3.61% |
| 10 | VANECK ETF TRUST | 26,382 | $9.5M | 2.51% |
Quarterly Changes
Top Buys
New Positions (90)
$579K · 3K shares
$513K · 10K shares
$467K · 12K shares
$411K · 6K shares
$394K · 17K shares
$385K · 5K shares
$375K · 4K shares
$324K · 2K shares
$279K · 10K shares
$278K · 13K shares
$250K · 2K shares
$237K · 2K shares
$228K · 5K shares
$216K · 4K shares
$168K · 2K shares
$72K · 37K shares
$63K · 254 shares
$47K · 501 shares
$39K · 166 shares
$36K · 308 shares
$31K · 805 shares
$30K · 177 shares
$30K · 462 shares
$27K · 110 shares
$26K · 141 shares
$25K · 1K shares
$23K · 496 shares
$23K · 754 shares
$21K · 244 shares
$20K · 785 shares
$20K · 608 shares
$20K · 263 shares
$19K · 236 shares
$18K · 261 shares
$16K · 103 shares
$14K · 43 shares
$13K · 198 shares
$12K · 209 shares
$12K · 293 shares
$11K · 101 shares
$9K · 381 shares
$6K · 99 shares
$6K · 309 shares
$5K · 80 shares
$4K · 33 shares
$4K · 116 shares
$4K · 102 shares
$3K · 91 shares
$3K · 95 shares
$3K · 17 shares
$3K · 14 shares
$3K · 139 shares
$2K · 76 shares
$2K · 25 shares
$2K · 41 shares
$2K · 57 shares
$2K · 11 shares
$2K · 21 shares
$2K · 12 shares
$2K · 16 shares
$1K · 43 shares
$1K · 55 shares
$1K · 43 shares
$1K · 14 shares
$1K · 65 shares
$1K · 60 shares
$1K · 10 shares
$0 · 3 shares
$0 · 1 shares
$0 · 1 shares
$0 · 4 shares
$0 · 1 shares
$0 · 31 shares
$0 · 4 shares
$0 · 1 shares
$0 · 6 shares
$0 · 4 shares
$0 · 2 shares
$0 · 2 shares
$0 · 8 shares
$0 · 2 shares
$0 · 60 shares
$0 · 2 shares
$0 · 18 shares
$0 · 8 shares
$0 · 1 shares
$0 · 2 shares
$0 · 10 shares
$0 · 24 shares
$0 · 17 shares
Closed Positions (56)
$105K · 650 shares
$74K · 124 shares
$56K · 2K shares
$44K · 623 shares
$34K · 693 shares
$31K · 521 shares
$28K · 142 shares
$26K · 970 shares
WNS HLDGS LTD
$25K · 328 shares
$23K · 135 shares
$23K · 100 shares
$21K · 47 shares
$21K · 205 shares
$20K · 403 shares
$18K · 74 shares
$18K · 200 shares
$17K · 52 shares
$15K · 231 shares
$13K · 1K shares
$13K · 309 shares
$13K · 43 shares
$12K · 103 shares
$12K · 210 shares
$11K · 236 shares
$11K · 380 shares
$11K · 393 shares
$11K · 60 shares
$10K · 38 shares
$10K · 126 shares
$9K · 152 shares
$8K · 238 shares
$7K · 97 shares
$7K · 58 shares
$6K · 212 shares
$4K · 199 shares
$4K · 126 shares
$4K · 35 shares
$4K · 12 shares
$4K · 20 shares
$3K · 56 shares
$3K · 39 shares
$3K · 36 shares
$3K · 7 shares
$2K · 37 shares
$2K · 60 shares
$1K · 8 shares
$1K · 4 shares
$1K · 22 shares
$1K · 8 shares
$1K · 6 shares
$939 · 14 shares
$821 · 16 shares
$530 · 28 shares
$224 · 27 shares
$56 · 5 shares
$46 · 1 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 244 | $245.9M | 65.1% |
| Unknown | 50 | $39.0M | 10.3% |
| Technology | 104 | $31.1M | 8.2% |
| Industrials | 83 | $29.7M | 7.9% |
| Healthcare | 60 | $9.2M | 2.4% |
| Consumer Cyclical | 57 | $5.4M | 1.4% |
| Consumer Defensive | 29 | $5.3M | 1.4% |
| Utilities | 23 | $3.5M | 0.9% |
| Basic Materials | 24 | $3.2M | 0.8% |
| Energy | 25 | $2.9M | 0.8% |
| Real Estate | 17 | $1.6M | 0.4% |
| Communication Services | 16 | $1.0M | 0.3% |