Measured Wealth Private Client Group, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001720235

Type: FundHoldings: 170Value: $311.5MLatest: 2025Q1

Measured Wealth Private Client Group, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 170 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 9

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78464A508

SPYV|78464A508

Shares:528.9K

Value:$27.0M

% of Portfolio:8.7% ($27.0M/$311.5M)

46137V357

RSP|46137V357

Shares:142.3K

Value:$24.7M

% of Portfolio:7.9% ($24.7M/$311.5M)

921946406

VYM|921946406

Shares:173.3K

Value:$22.4M

% of Portfolio:7.2% ($22.4M/$311.5M)

SPDR GOLD TRUST

GLD|78463V107

Shares:66.2K

Value:$19.1M

% of Portfolio:6.1% ($19.1M/$311.5M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:169.1K

Value:$18.6M

% of Portfolio:6.0% ($18.6M/$311.5M)

81369Y209

Shares:114.0K

Value:$16.6M

% of Portfolio:5.3% ($16.6M/$311.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:26.5K

Value:$14.8M

% of Portfolio:4.8% ($14.8M/$311.5M)

81369Y803

XLK|81369Y803

Shares:60.1K

Value:$12.4M

% of Portfolio:4.0% ($12.4M/$311.5M)

81369Y308

Shares:118.1K

Value:$9.6M

% of Portfolio:3.1% ($9.6M/$311.5M)

81369Y852

Shares:69.5K

Value:$6.7M

% of Portfolio:2.2% ($6.7M/$311.5M)

464287432

Shares:68.1K

Value:$6.2M

% of Portfolio:2.0% ($6.2M/$311.5M)

78464A409

SPYG|78464A409

Shares:75.7K

Value:$6.1M

% of Portfolio:2.0% ($6.1M/$311.5M)

78464A847

Shares:104.3K

Value:$5.3M

% of Portfolio:1.7% ($5.3M/$311.5M)

464287739

IYR|464287739

Shares:47.3K

Value:$4.5M

% of Portfolio:1.5% ($4.5M/$311.5M)

464287200

IVV|464287200

Shares:7.9K

Value:$4.4M

% of Portfolio:1.4% ($4.4M/$311.5M)

Apple Inc.

AAPL|037833100

Shares:19.3K

Value:$4.3M

% of Portfolio:1.4% ($4.3M/$311.5M)

NVIDIA CORP

NVDA|67066G104

Shares:34.5K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$311.5M)

81369Y100

XLB|81369Y100

Shares:42.9K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$311.5M)

81369Y886

Shares:45.9K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$311.5M)

464287101

Shares:12.4K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$311.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPYVcusip78464A508)	528.9K	QoQ +1.59% (+8.3K) YoY -23.00% (-158.1K)	All Managers (Combined)	$27.0M	8.7% ($27.0M/$311.5M)	QoQ +1.46% (+$388.9K) YoY -21.51% (-$7.4M)
(RSPcusip46137V357)	142.3K	QoQ -20.88% (-37.6K) YoY NEW(+142.3K)	All Managers (Combined)	$24.7M	7.9% ($24.7M/$311.5M)	QoQ -21.79% (-$6.9M) YoY NEW(+$24.7M)
(VYMcusip921946406)	173.3K	QoQ +3.41% (+5.7K) YoY +32.87% (+42.9K)	All Managers (Combined)	$22.4M	7.2% ($22.4M/$311.5M)	QoQ +4.52% (+$968.1K) YoY +41.63% (+$6.6M)
SPDR GOLD TRUST(GLDcusip78463V107)	66.2K	QoQ +2.42% (+1.6K) YoY +46.58% (+21.1K)	All Managers (Combined)	$19.1M	6.1% ($19.1M/$311.5M)	QoQ +21.88% (+$3.4M) YoY +105.30% (+$9.8M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	169.1K	QoQ +51.57% (+57.5K) YoY NEW(+169.1K)	All Managers (Combined)	$18.6M	6.0% ($18.6M/$311.5M)	QoQ +32.20% (+$4.5M) YoY NEW(+$18.6M)
(cusip81369Y209)✕	114.0K	QoQ +18.08% (+17.5K) YoY +45.58% (+35.7K)	All Managers (Combined)	$16.6M	5.3% ($16.6M/$311.5M)	QoQ +25.32% (+$3.4M) YoY +43.89% (+$5.1M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	26.5K	QoQ -0.52% (-139) YoY -23.04% (-7.9K)	All Managers (Combined)	$14.8M	4.8% ($14.8M/$311.5M)	QoQ -5.05% (-$789.3K) YoY -17.70% (-$3.2M)
(XLKcusip81369Y803)	60.1K	QoQ -1.50% (-920) YoY +44.69% (+18.6K)	All Managers (Combined)	$12.4M	4.0% ($12.4M/$311.5M)	QoQ -12.53% (-$1.8M) YoY +43.45% (+$3.8M)
(cusip81369Y308)✕	118.1K	QoQ +31.88% (+28.6K) YoY +116.09% (+63.5K)	All Managers (Combined)	$9.6M	3.1% ($9.6M/$311.5M)	QoQ +37.01% (+$2.6M) YoY +131.11% (+$5.5M)
(cusip81369Y852)✕	69.5K	QoQ NEW(+69.5K) YoY +2601.39% (+66.9K)	All Managers (Combined)	$6.7M	2.2% ($6.7M/$311.5M)	QoQ NEW(+$6.7M) YoY +3090.29% (+$6.5M)
(cusip464287432)✕	68.1K	QoQ +7.65% (+4.8K) YoY +118.01% (+36.8K)	All Managers (Combined)	$6.2M	2.0% ($6.2M/$311.5M)	QoQ +12.21% (+$674.2K) YoY +109.74% (+$3.2M)
(SPYGcusip78464A409)	75.7K	QoQ -7.64% (-6.3K) YoY -82.78% (-364.3K)	All Managers (Combined)	$6.1M	2.0% ($6.1M/$311.5M)	QoQ -15.55% (-$1.1M) YoY -81.08% (-$26.1M)
(cusip78464A847)✕	104.3K	QoQ -57.54% (-141.4K) YoY -69.44% (-237.1K)	All Managers (Combined)	$5.3M	1.7% ($5.3M/$311.5M)	QoQ -60.26% (-$8.1M) YoY -70.68% (-$12.9M)
(IYRcusip464287739)	47.3K	QoQ +145.04% (+28.0K) YoY NEW(+47.3K)	All Managers (Combined)	$4.5M	1.5% ($4.5M/$311.5M)	QoQ +152.12% (+$2.7M) YoY NEW(+$4.5M)
(IVVcusip464287200)	7.9K	QoQ -0.30% (-24) YoY -9.90% (-870)	All Managers (Combined)	$4.4M	1.4% ($4.4M/$311.5M)	QoQ -4.84% (-$226.3K) YoY -3.70% (-$171.1K)
Apple Inc.(AAPLcusip037833100)	19.3K	QoQ -9.24% (-2.0K) YoY -17.41% (-4.1K)	All Managers (Combined)	$4.3M	1.4% ($4.3M/$311.5M)	QoQ -19.49% (-$1.0M) YoY +6.98% (-$279.7K)
NVIDIA CORP(NVDAcusip67066G104)	34.5K	QoQ -4.69% (-1.7K) YoY +865.85% (+31.0K)	All Managers (Combined)	$3.7M	1.2% ($3.7M/$311.5M)	QoQ -23.08% (-$1.1M) YoY +15.85% (+$512.3K)
(XLBcusip81369Y100)	42.9K	QoQ +86.73% (+19.9K) YoY +72.56% (+18.0K)	All Managers (Combined)	$3.7M	1.2% ($3.7M/$311.5M)	QoQ +90.81% (+$1.8M) YoY +59.73% (+$1.4M)
(cusip81369Y886)✕	45.9K	QoQ -15.74% (-8.6K) YoY +182.65% (+29.7K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$311.5M)	QoQ -12.23% (-$504.3K) YoY +239.48% (+$2.6M)
(cusip464287101)✕	12.4K	QoQ -0.51% (-64) YoY -30.97% (-5.6K)	All Managers (Combined)	$3.4M	1.1% ($3.4M/$311.5M)	QoQ -6.72% (-$241.6K) YoY -24.44% (-$1.1M)