StockDrifts LogoStockDrifts

Measured Wealth Private Client Group, LLC

Portfolio Manager
Measured Wealth Private Client Group, LLC
Performance
-0.95% (2026 Q1)
AUM (13F)
$366.11M
# of Holdings
726
Performance Rank
Allocation (Top 20)
62.69%

Measured Wealth Private Client Group, LLC Holdings Map

Top 50 Measured Wealth Private Client Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GLD
SPDR GOLD TR
7.1%60.4K$26.0M
-7.23%(-4.71K)
2025-Q1: 66.2K shares2025-Q2: 64.3K shares2025-Q3: 65.6K shares2025-Q4: 65.1K shares2026-Q1: 60.4K shares
$193.37(+95.55%)
2026-03-31
VYM
VANGUARD WHITEHALL FDS
6.53%161.4K$23.9M
-4.35%(-7.34K)
2025-Q1: 173.3K shares2025-Q2: 173.8K shares2025-Q3: 178.4K shares2025-Q4: 168.7K shares2026-Q1: 161.4K shares
$90.27(+76.66%)
2026-03-31
SPYV
SPDR SERIES TRUST
6.4%414.2K$23.4M
-3.45%(-14.82K)
2025-Q1: 528.9K shares2025-Q2: 528.4K shares2025-Q3: 530.3K shares2025-Q4: 429.0K shares2026-Q1: 414.2K shares
$32.98(+86.89%)
2026-03-31
XLV
SELECT SECTOR SPDR TR
4.91%122.5K$18.0M
-3.95%(-5.04K)
2025-Q1: 114.0K shares2025-Q2: 117.3K shares2025-Q3: 122.1K shares2025-Q4: 127.5K shares2026-Q1: 122.5K shares
$130.61(+25.37%)
2026-03-31
UPS
UNITED PARCEL SVCS INC
4.54%169.0K$16.6M
+0.00%(+0)
2025-Q1: 169.1K shares2025-Q2: 169.1K shares2025-Q3: 169.0K shares2025-Q4: 169.0K shares2026-Q1: 169.0K shares
$126.74(-12.69%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
4.48%85.5K$16.4M
-0.75%(-647)
2025-Q1: 142.3K shares2025-Q2: 145.2K shares2025-Q3: 150.1K shares2025-Q4: 86.1K shares2026-Q1: 85.5K shares
$171.28(+25.47%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
4.27%117.7K$15.6M
-1.50%(-1.79K)
2025-Q1: 60.1K shares2025-Q2: 58.6K shares2025-Q3: 58.3K shares2025-Q4: 119.5K shares2026-Q1: 117.7K shares
$91.61(+97.12%)
2026-03-31
XLC
SELECT SECTOR SPDR TR
4.27%140.9K$15.6M
-1.72%(-2.47K)
2025-Q1: 69.5K shares2025-Q2: 71.5K shares2025-Q3: 74.2K shares2025-Q4: 143.3K shares2026-Q1: 140.9K shares
$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)
2025-Q1: 26.5K shares2025-Q2: 26.3K shares2025-Q3: 26.0K shares2025-Q4: 20.0K shares2026-Q1: 18.4K shares
$357.91(+108.09%)
2026-03-31
SMH
VANECK ETF TRUST
2.82%26.9K$10.3M
+2.10%(+555)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 572 shares2025-Q4: 26.4K shares2026-Q1: 26.9K shares
$338.22(+75.12%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Measured Wealth Private Client Group, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all