Top 50 Measured Wealth Private Client Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 7.1% | 60.4K | $26.0M | -7.23%(-4.71K) | $193.37(+95.55%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 6.53% | 161.4K | $23.9M | -4.35%(-7.34K) | $90.27(+76.66%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 6.4% | 414.2K | $23.4M | -3.45%(-14.82K) | $32.98(+86.89%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 4.91% | 122.5K | $18.0M | -3.95%(-5.04K) | $130.61(+25.37%) | 2026-03-31 | |
| UPS | UNITED PARCEL SVCS INC | 4.54% | 169.0K | $16.6M | +0.00%(+0) | $126.74(-12.69%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.48% | 85.5K | $16.4M | -0.75%(-647) | $171.28(+25.47%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 4.27% | 117.7K | $15.6M | -1.50%(-1.79K) | $91.61(+97.12%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 4.27% | 140.9K | $15.6M | -1.72%(-2.47K) | $106.72(+2.70%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.27% | 18.4K | $12.0M | -7.91%(-1.58K) | $357.91(+108.09%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 2.82% | 26.9K | $10.3M | +2.10%(+555) | $338.22(+75.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.88% | +47.70% |
| Top 20 Holdings Unweighted | +15.43% | +53.81% |
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