HoldingsChannel.com
Measured Wealth Private Client Group LLC Top Holdings
As of  09/30/2022, below is a summary of the Measured Wealth Private Client Group LLC top holdings by largest position size, as per the latest 13f filing made by Measured Wealth Private Client Group LLC. In the Measured Wealth Private Client Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Measured Wealth Private Client Group LLC in that top holding, then the share count change between reporting periods, and finally the Measured Wealth Private Client Group LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
SPDR SER TR (SPYG) 631,210 -39,314 $31,624
     SPYG631,210-39,314$31,624
SPDR SER TR (SPYV) 695,186 -86,747 $23,977
     SPYV695,186-86,747$23,977
SPDR S&P 500 ETF TR (SPY) 48,138 +44,225 $17,194
     SPY48,138+44,225$17,194
VANGUARD WHITEHALL FDS (VYM) 134,003 -7,022 $12,714
     VYM134,003-7,022$12,714
SPDR SER TR (SPMD) 289,077 -52,545 $11,147
     SPMD289,077-52,545$11,147
ISHARES TR (AGG) 105,297 +105,297 $10,144
     AGG105,297+105,297$10,144
SELECT SECTOR SPDR TR (XLV) 57,097 +30,114 $6,915
     XLV57,097+30,114$6,915
SPDR GOLD TR (GLD) 38,617 -14,274 $5,973
     GLD38,617-14,274$5,973
SELECT SECTOR SPDR TR (XLK) 45,055 -1,575 $5,352
     XLK45,055-1,575$5,352
APPLE INC 33,911 -1,952 $4,687
     AAPL33,911-1,952$4,687
PLUG POWER INC 201,250 UNCH $4,228
     PLUG201,250UNCH$4,228
SELECT SECTOR SPDR TR (XLU) 64,349 +9,511 $4,216
     XLU64,349+9,511$4,216
SELECT SECTOR SPDR TR (XLP) 60,856 +40,606 $4,061
     XLP60,856+40,606$4,061
ISHARES TR (IVV) 10,081 +131 $3,615
     IVV10,081+131$3,615
FIRST TR EXCH TRADED FD III (FPE) 209,033 -104,923 $3,491
     FPE209,033-104,923$3,491
ISHARES TR (AGZ) 31,618 +3,738 $3,367
     AGZ31,618+3,738$3,367
ISHARES TR (OEF) 20,124 -1,654 $3,270
     OEF20,124-1,654$3,270
ISHARES TR (TLT) 27,191 +27,191 $2,786
     TLT27,191+27,191$2,786
ISHARES TR (DGRO) 55,763 -4,193 $2,480
     DGRO55,763-4,193$2,480
MICROSOFT CORP 9,547 -101 $2,223
     MSFT9,547-101$2,223
INVESCO EXCH TRADED FD TR II (SPLV) 37,508 +31,538 $2,169
     SPLV37,508+31,538$2,169
UNITEDHEALTH GROUP INC 3,168 -158 $1,600
     UNH3,168-158$1,600
BARCLAYS BANK PLC 48,320 -11,813 $1,590
     DJP48,320-11,813$1,590
INVESCO EXCHANGE TRADED FD T (RYF) 29,394 -21,400 $1,506
     RYF29,394-21,400$1,506
SELECT SECTOR SPDR TR (XLRE) 40,668 +16,414 $1,464
     XLRE40,668+16,414$1,464
DIMENSIONAL ETF TRUST (DFAT) 35,902 UNCH $1,399
     DFAT35,902UNCH$1,399
VANGUARD INDEX FDS (VV) 7,767 -100 $1,270
     VV7,767-100$1,270
DIMENSIONAL ETF TRUST (DFUV) 37,721 UNCH $1,117
     DFUV37,721UNCH$1,117
ISHARES TR (SHY) 13,433 +13,433 $1,091
     SHY13,433+13,433$1,091
INVESCO DB COMMDY INDX TRCK 44,579 +26,486 $1,066
     DBC44,579+26,486$1,066
EXXON MOBIL CORP 11,754 +27 $1,026
     XOM11,754+27$1,026
VANGUARD INDEX FDS (VO) 5,403 -277 $1,016
     VO5,403-277$1,016
SPDR SER TR (MDYV) 17,384 -320 $1,005
     MDYV17,384-320$1,005
VANGUARD INDEX FDS (VTI) 5,517 UNCH $990
     VTI5,517UNCH$990
SPDR SER TR (MDYG) 16,177 -566 $976
     MDYG16,177-566$976
MERCK & CO INC 10,368 +154 $893
     MRK10,368+154$893
ABBVIE INC 6,513 -3,572 $874
     ABBV6,513-3,572$874
JOHNSON & JOHNSON 5,322 -181 $869
     JNJ5,322-181$869
PFIZER INC 18,238 -2,121 $798
     PFE18,238-2,121$798
SPDR SER TR (SLYV) 11,505 -276 $772
     SLYV11,505-276$772
IRON MTN INC DEL 17,137 -563 $754
     IRM17,137-563$754
DIMENSIONAL ETF TRUST (DFUS) 19,075 UNCH $740
     DFUS19,075UNCH$740
BROADCOM INC 1,583 +188 $703
     AVGO1,583+188$703
MCDONALDS CORP 2,893 -36 $668
     MCD2,893-36$668
PEPSICO INC 4,050 -40 $661
     PEP4,050-40$661
BERKSHIRE HATHAWAY INC DEL      $652
     BRK.A1UNCH$406
     BRK.B923-285$246
LILLY ELI & CO 2,012 -120 $651
     LLY2,012-120$651
SPDR SER TR (SLYG) 9,472 -229 $645
     SLYG9,472-229$645
NATIONAL FUEL GAS CO 10,269 -983 $632
     NFG10,269-983$632
MEDTRONIC PLC 7,772 UNCH $628
     MDT7,772UNCH$628

See Full List: All Stocks Held By Measured Wealth Private Client Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Measured Wealth Private Client Group LLC

Size ($ in 1000's)
At 09/30/2022: $226,344
At 06/30/2022: $226,484

Measured Wealth Private Client Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Measured Wealth Private Client Group LLC 13F filings. Link to 13F filings: SEC filings

Measured Wealth Private Client Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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