13F Filings for Measured Wealth Private Client Group, LLC (CIK: 1720235)
View the most recent portfolio holdings disclosed by Measured Wealth Private Client Group, LLC in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
SPYV - SPDR SERIES TRUST(Class: PRTFLO SP500 VL) | 528.42K | $27.66M | 8.28% | Decreased | 519 (0.0%, $644.63K) |
RSP - INVESCO EXCHANGE TRADED FD T(Class: SP500 EQL WGT) | 145.18K | $26.38M | 7.90% | Increased | 2.84K (1.0%, $1.73M) |
VYM - VANGUARD WHITEHALL FDS(Class: HIGH DIV YLD) | 173.80K | $23.17M | 6.93% | Increased | 486 (0.0%, $818.78K) |
GLD - SPDR GOLD TR(Class: GOLD SHS) | 64.32K | $19.61M | 5.87% | Decreased | 1.92K (2.0%, $521.49K) |
UPS - UNITED PARCEL SERVICE INC(Class: CL B) | 169.06K | $17.06M | 5.11% | Decreased | 22 (0.0%, $1.53M) |
SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 26.28K | $16.24M | 4.86% | Decreased | 239 (0.0%, $1.40M) |
XLV - SELECT SECTOR SPDR TR(Class: SBI HEALTHCARE) | 117.33K | $15.82M | 4.73% | Increased | 3.30K (2.0%, $834.50K) |
XLK - SELECT SECTOR SPDR TR(Class: TECHNOLOGY) | 58.63K | $14.85M | 4.44% | Decreased | 1.47K (2.0%, $2.44M) |
XLP - SELECT SECTOR SPDR TR(Class: SBI CONS STPLS) | 120.31K | $9.74M | 2.91% | Increased | 2.18K (1.0%, $94.21K) |
XLC - SELECT SECTOR SPDR TR(Class: COMMUNICATION) | 71.54K | $7.76M | 2.32% | Increased | 2.06K (2.0%, $1.06M) |
SPYG - SPDR SERIES TRUST(Class: PRTFLO SP500 GW) | 70.30K | $6.70M | 2.01% | Decreased | 5.44K (7.0%, $613.62K) |
TLT - ISHARES TR(Class: 20 YR TR BD ETF) | 69.29K | $6.11M | 1.83% | Increased | 1.23K (1.0%, $80.65K) |
NVDA - NVIDIA CORPORATION(Class: COM) | 34.03K | $5.38M | 1.61% | Decreased | 507 (1.0%, $1.63M) |
IVV - ISHARES TR(Class: CORE SP500 ETF) | 7.92K | $4.92M | 1.47% | Unchanged | |
SPMD - SPDR SERIES TRUST(Class: PORTFOLIO SP400) | 89.93K | $4.89M | 1.46% | Decreased | 14.39K (13.0%, $448.91K) |
IYR - ISHARES TR(Class: U.S. REAL ES ETF) | 49.68K | $4.71M | 1.41% | Increased | 2.35K (4.0%, $176.32K) |
XLU - SELECT SECTOR SPDR TR(Class: SBI INT-UTILS) | 52.24K | $4.27M | 1.28% | Increased | 6.35K (13.0%, $647.34K) |
AAPL - APPLE INC(Class: COM) | 19.69K | $4.04M | 1.21% | Increased | 394 (2.0%, $246.48K) |
XLB - SELECT SECTOR SPDR TR(Class: SBI MATERIALS) | 44.11K | $3.87M | 1.16% | Increased | 1.25K (2.0%, $188.45K) |
XLF - SELECT SECTOR SPDR TR(Class: FINANCIAL) | 72.94K | $3.82M | 1.14% | Increased | 7.37K (11.0%, $553.73K) |
OEF - ISHARES TR(Class: SP 100 ETF) | 12.31K | $3.75M | 1.12% | Decreased | 77 (0.0%, $391.67K) |
DGRO - ISHARES TR(Class: CORE DIV GRWTH) | 57.98K | $3.71M | 1.11% | Increased | 6.91K (13.0%, $552.08K) |
MSFT - MICROSOFT CORP(Class: COM) | 6.60K | $3.28M | 0.98% | Increased | 180 (2.0%, $873.13K) |
AVGO - BROADCOM INC(Class: COM) | 11.32K | $3.12M | 0.93% | Decreased | 275 (2.0%, $1.18M) |
AGG - ISHARES TR(Class: CORE US AGGBD ET) | 25.12K | $2.49M | 0.75% | Increased | 130 (0.0%, $19.97K) |