Measured-Wealth-Private-Client-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JWN",
  "FLEX",
  "JAZZ",
  "DJP",
  "PLMR",
  "IAG",
  "CIB",
  "ALSN",
  "ACN",
  "ABT",
  "ABBV",
  "APD",
  "MWA",
  "ATGE",
  "APAM",
  "T",
  "BLK",
  "AYI",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "AIT",
  "ARCC",
  "HRB",
  null,
  "LNC",
  "EBAY",
  "IBKR",
  "GD",
  "GILD",
  "HD",
  null,
  "MCD",
  null,
  "FULT",
  "LEN",
  "ITW",
  "INGR",
  null,
  null,
  null,
  "LHX",
  "LIN",
  null,
  null,
  "EXEL",
  "MDT",
  "MSFT",
  "MS",
  null,
  "AER",
  "KR",
  "PAYX",
  null,
  "PEP",
  "IRM",
  "IVV",
  "IYR",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  null,
  "AMGN",
  "IEFA",
  null,
  null,
  "RTX",
  "GLD",
  null,
  "RITM",
  "SPYG",
  null,
  "IBM",
  "TRV",
  "TYL",
  "UNM",
  "UPS",
  "VO",
  "VV",
  "SNV",
  "JBL",
  null,
  "EME",
  "VIG",
  "XLB",
  "LRN",
  null,
  null,
  "VYM",
  "GFF",
  "HWC",
  "R",
  "MTG",
  "MLI",
  "UGI",
  "GM",
  "SF",
  "TMHC",
  "AFL",
  "AXON",
  "APH",
  "DOV",
  "IP",
  "AJG",
  "DORM",
  "ACT",
  null,
  "NBN",
  "AMZN",
  "MSI",
  null,
  "ACIW",
  "HBAN",
  "RGA",
  "MGK",
  "VOO",
  "VTRS",
  "V",
  "VIRT",
  "FBP",
  "JHG",
  "NSC",
  "MFC",
  null,
  "TGNA",
  "PSX",
  null,
  "SANM",
  "ORI",
  "UHS",
  "DGRO",
  "GAP",
  "MCK",
  "SPYV",
  "NTAP",
  "SYF",
  "NRG",
  "ADP",
  "AXS",
  "BRK-A",
  "BRK-B",
  "BMY",
  "BRKL",
  null,
  "CAC",
  "CM",
  "CSCO",
  "C",
  "CNA",
  "COKE",
  "DVA",
  null,
  null,
  null,
  "RSP",
  null,
  null,
  "ADI",
  "NEE",
  "XOM",
  "JNJ",
  "LLY",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 170
Total Value: 311504781
Accession Number: 0001172661-25-001650
Form Type: 13F-HR
CIK: measured-wealth-private-client-group
Manager Name: Measured-Wealth-Private-Client-Group

Data Enrichment

84% identified

142 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

170 positions • $311.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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81369Y605

Shares:65.6K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$311.5M)

46434V621

DGRO|46434V621

Shares:51.1K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$311.5M)

464287226

Shares:25.0K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$311.5M)

MICROSOFT CORP

MSFT|594918104

Shares:6.4K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$311.5M)

Broadcom Inc.

AVGO|11135F101

Shares:11.6K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$311.5M)

922908637

VV|922908637

Shares:6.7K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$311.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:6.9K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$311.5M)

MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:50.0K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$311.5M)

MGIC INVESTMENT CORP

MTG|552848103

Shares:60.2K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$311.5M)

922908769

VTI|922908769

Shares:5.2K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$311.5M)

H&R BLOCK INC

HRB|093671105

Shares:25.3K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$311.5M)

66405S100

NBN|66405S100

Shares:14.1K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$311.5M)

RYDER SYSTEM INC

R|783549108

Shares:8.9K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$311.5M)

25434V609

Shares:24.7K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$311.5M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:20.3K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$311.5M)

25434V724

Shares:29.1K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$311.5M)

JANUS HENDERSON GROUP PLC

JHG|G4474Y214

Shares:31.5K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$311.5M)

922908629

VO|922908629

Shares:4.4K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$311.5M)

132061706

Shares:34.8K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$311.5M)

464288166

Shares:10.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y605)✕	65.6K	QoQ +535.53% (+55.3K) YoY +1037.66% (+59.8K)	All Managers (Combined)	$3.3M	1.0% ($3.3M/$311.5M)	QoQ +555.00% (+$2.8M) YoY +1245.37% (+$3.0M)
(DGROcusip46434V621)	51.1K	QoQ 0.00% (+0) YoY -8.41% (-4.7K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$311.5M)	QoQ +0.71% (+$22.5K) YoY -2.54% (-$82.4K)
(cusip464287226)✕	25.0K	QoQ +3.28% (+794) YoY -53.61% (-28.9K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$311.5M)	QoQ +5.43% (+$127.4K) YoY -53.14% (-$2.8M)
MICROSOFT CORP(MSFTcusip594918104)	6.4K	QoQ -8.55% (-601) YoY -20.00% (-1.6K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$311.5M)	QoQ -18.56% (-$549.4K) YoY -28.62% (-$966.8K)
Broadcom Inc.(AVGOcusip11135F101)	11.6K	QoQ -11.60% (-1.5K) YoY +481.63% (-9.6K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$311.5M)	QoQ -36.16% (-$1.1M) YoY -26.52% (-$700.7K)
(VVcusip922908637)	6.7K	QoQ 0.00% (-0) YoY -5.34% (-380)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$311.5M)	QoQ -4.69% (-$85.2K) YoY +1.46% (-$25.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.9K	QoQ +0.07% (+5) YoY +29.01% (+1.6K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$311.5M)	QoQ +2.40% (+$39.8K) YoY +58.00% (+$621.8K)
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	50.0K	QoQ +4.36% (+2.1K) YoY +21.31% (+8.8K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$311.5M)	QoQ +5.86% (+$86.4K) YoY +51.21% (+$527.9K)
MGIC INVESTMENT CORP(MTGcusip552848103)	60.2K	QoQ +4.01% (+2.3K) YoY -0.48% (-293)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$311.5M)	QoQ +8.70% (+$119.5K) YoY +10.28% (-$139.2K)
(VTIcusip922908769)	5.2K	QoQ -16.32% (-1.0K) YoY -2.17% (-115)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$311.5M)	QoQ -20.64% (-$370.6K) YoY +3.45% (-$47.6K)
H&R BLOCK INC(HRBcusip093671105)	25.3K	QoQ +12.88% (+2.9K) YoY +30.32% (+5.9K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$311.5M)	QoQ +17.31% (+$204.8K) YoY +45.71% (+$435.5K)
(NBNcusip66405S100)	14.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$311.5M)	QoQ -0.20% (-$2.7K) YoY +65.41% (+$510.6K)
RYDER SYSTEM INC(Rcusip783549108)	8.9K	QoQ +16.00% (+1.2K) YoY +57.06% (+3.2K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$311.5M)	QoQ +6.35% (+$76.7K) YoY +87.93% (+$601.0K)
(cusip25434V609)✕	24.7K	QoQ -7.56% (-2.0K) YoY -23.05% (-7.4K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$311.5M)	QoQ -14.48% (-$215.4K) YoY -27.20% (-$475.2K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	20.3K	QoQ +81.53% (+9.1K) YoY +219.87% (+13.9K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$311.5M)	QoQ +95.75% (+$604.6K) YoY +259.74% (+$892.5K)
(cusip25434V724)✕	29.1K	QoQ -1.37% (-405) YoY -15.10% (-5.2K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$311.5M)	QoQ -0.67% (-$8.1K) YoY -14.46% (-$202.6K)
JANUS HENDERSON GROUP PLC(JHGcusipG4474Y214)	31.5K	QoQ +19.07% (+5.0K) YoY NEW(+31.5K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$311.5M)	QoQ +1.21% (+$13.6K) YoY NEW(+$1.1M)
(VOcusip922908629)	4.4K	QoQ 0.00% (-0) YoY -0.22% (-10)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$311.5M)	QoQ -2.08% (-$24.2K) YoY +3.27% (-$36.0K)
(cusip132061706)✕	34.8K	QoQ +5.00% (+1.7K) YoY +7.47% (+2.4K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$311.5M)	QoQ +6.48% (+$67.4K) YoY +1.74% (+$19.0K)
(cusip464288166)✕	10.0K	QoQ -75.78% (-31.4K) YoY -61.59% (-16.1K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$311.5M)	QoQ -75.44% (-$3.4M) YoY -61.10% (-$1.7M)