HoldingsChannel.com
All Stocks Held By Measured Wealth Private Client Group LLC
As of  03/31/2024, we find all stocks held by Measured Wealth Private Client Group LLC to be as follows, presented in the table below with each row detailing each Measured Wealth Private Client Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Measured Wealth Private Client Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Measured Wealth Private Client Group LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
SPDR SER TR (SPYV) 687,020 -36,014 $34,420
     SPYV687,020-36,014$34,420
SPDR SER TR (SPYG) 440,022 -13,946 $32,188
     SPYG440,022-13,946$32,188
SPDR SER TR (SPMD) 341,426 -120,274 $18,212
     SPMD341,426-120,274$18,212
SPDR S&P 500 ETF TR (SPY) 34,466 -912 $18,028
     SPY34,466-912$18,028
VANGUARD WHITEHALL FDS (VYM) 130,429 -3,818 $15,781
     VYM130,429-3,818$15,781
SELECT SECTOR SPDR TR (XLV) 78,325 +2,132 $11,571
     XLV78,325+2,132$11,571
SPDR GOLD TR (GLD) 45,190 +2,629 $9,296
     GLD45,190+2,629$9,296
SELECT SECTOR SPDR TR (XLK) 41,535 +5,578 $8,650
     XLK41,535+5,578$8,650
ISHARES TR (AGG) 53,879 -2,177 $5,277
     AGG53,879-2,177$5,277
ISHARES TR (IVV) 8,787 -319 $4,619
     IVV8,787-319$4,619
ISHARES TR (OEF) 17,941 -459 $4,439
     OEF17,941-459$4,439
SELECT SECTOR SPDR TR (XLP) 54,664 -892 $4,174
     XLP54,664-892$4,174
SELECT SECTOR SPDR TR (XLI) 32,359 +30,113 $4,076
     XLI32,359+30,113$4,076
APPLE INC 23,367 -4,311 $4,007
     AAPL23,367-4,311$4,007
MICROSOFT CORP 8,028 +44 $3,377
     MSFT8,028+44$3,377
ISHARES TR (DGRO) 55,763 UNCH $3,238
     DGRO55,763UNCH$3,238
NVIDIA CORPORATION 3,576 +10 $3,231
     NVDA3,576+10$3,231
ISHARES TR (TLT) 31,218 -24,458 $2,954
     TLT31,218-24,458$2,954
ISHARES TR (AGZ) 26,091 -634 $2,819
     AGZ26,091-634$2,819
BROADCOM INC 1,993 +6 $2,642
     AVGO1,993+6$2,642
SELECT SECTOR SPDR TR (XLB) 24,834 +24,834 $2,307
     XLB24,834+24,834$2,307
DIMENSIONAL ETF TRUST (DFAT) 32,090 -744 $1,747
     DFAT32,090-744$1,747
VANGUARD INDEX FDS (VV) 7,103 -322 $1,703
     VV7,103-322$1,703
DIMENSIONAL ETF TRUST (DFUV) 34,252 -517 $1,401
     DFUV34,252-517$1,401
VANGUARD INDEX FDS (VTI) 5,297 -352 $1,377
     VTI5,297-352$1,377
MGIC INVT CORP WIS 60,508 +1,837 $1,353
     MTG60,508+1,837$1,353
SELECT SECTOR SPDR TR (XLE) 14,160 +4,555 $1,337
     XLE14,160+4,555$1,337
UNITEDHEALTH GROUP INC 2,579 +30 $1,276
     UNH2,579+30$1,276
JABIL INC 9,114 +63 $1,221
     JBL9,114+63$1,221
ARTISAN PARTNERS ASSET MGMT 24,366 +1,480 $1,115
     APAM24,366+1,480$1,115
VANGUARD INDEX FDS (VO) 4,410 -236 $1,102
     VO4,410-236$1,102
CAMBRIA ETF TR (EYLD) 32,423 +822 $1,087
     EYLD32,423+822$1,087
JPMORGAN CHASE & CO 5,352 +161 $1,072
     JPM5,352+161$1,072
SELECT SECTOR SPDR TR (XLU) 16,237 +16,237 $1,066
     XLU16,237+16,237$1,066
DIMENSIONAL ETF TRUST (DFUS) 18,501 -187 $1,054
     DFUS18,501-187$1,054
EXXON MOBIL CORP 9,067 UNCH $1,054
     XOM9,067UNCH$1,054
SPDR SER TR (MDYV) 13,802 -3,152 $1,049
     MDYV13,802-3,152$1,049
MANULIFE FINL CORP 41,248 +4,223 $1,031
     MFC41,248+4,223$1,031
VALERO ENERGY CORP 6,034 -70 $1,030
     VLO6,034-70$1,030
FIRST TR EXCH TRADED FD III (FPE) 58,336 -638 $1,010
     FPE58,336-638$1,010
SPDR SER TR (MDYG) 11,407 -3,918 $996
     MDYG11,407-3,918$996
STEEL DYNAMICS INC 6,719 +37 $996
     STLD6,719+37$996
INVESCO EXCH TRADED FD TR II (SPLV) 15,079 -3,095 $993
     SPLV15,079-3,095$993
APPLIED INDL TECHNOLOGIES IN 4,905 +59 $969
     AIT4,905+59$969
BLOCK H & R INC 19,395 +2,089 $952
     HRB19,395+2,089$952
IRON MTN INC DEL 11,608 UNCH $931
     IRM11,608UNCH$931
MOLSON COORS BEVERAGE CO 13,637 +1,058 $917
     TAP13,637+1,058$917
CARDINAL HEALTH INC 7,889 +286 $883
     CAH7,889+286$883
RELIANCE INC 2,581 -9 $863
     RS2,581-9$863
ABBVIE INC 4,543 +3 $827
     ABBV4,543+3$827
REINSURANCE GRP OF AMERICA I 4,283 +130 $826
     RGA4,283+130$826
MERCK & CO INC 6,239 -31 $823
     MRK6,239-31$823
SCORPIO TANKERS INC 11,444 +8 $819
     STNG11,444+8$819
AVNET INC 16,349 +1,158 $811
     AVT16,349+1,158$811
BOISE CASCADE CO DEL 5,273 +95 $809
     BCC5,273+95$809
JOHNSON & JOHNSON 5,048 UNCH $799
     JNJ5,048UNCH$799
BARCLAYS BANK PLC 25,476 -12,615 $792
     DJP25,476-12,615$792
ATKORE INC 4,119 -621 $784
     ATKR4,119-621$784
NORTHEAST BK LEWISTON ME 14,104 UNCH $781
     NBN14,104UNCH$781
ELI LILLY & CO 997 -515 $776
     LLY997-515$776
CATERPILLAR INC 2,105 +943 $771
     CAT2,105+943$771
ENACT HLDGS INC 24,591 +1,504 $767
     ACT24,591+1,504$767
ESSENT GROUP LTD 12,895 +506 $767
     ESNT12,895+506$767
BUILDERS FIRSTSOURCE INC 3,675 +163 $766
     BLDR3,675+163$766
DIMENSIONAL ETF TRUST (DFAS) 12,051 -488 $751
     DFAS12,051-488$751
NUCOR CORP 3,738 -649 $740
     NUE3,738-649$740
MCDONALDS CORP 2,497 UNCH $704
     MCD2,497UNCH$704
RADIAN GROUP INC 20,848 +453 $698
     RDN20,848+453$698
VIATRIS INC 57,380 +1,866 $685
     VTRS57,380+1,866$685
RYDER SYS INC 5,686 +1,341 $683
     R5,686+1,341$683
SPDR SER TR (SPMB) 31,419 +3,493 $682
     SPMB31,419+3,493$682
ARES CAPITAL CORP 32,309 +2,002 $673
     ARCC32,309+2,002$673
PACCAR INC 5,367 +146 $665
     PCAR5,367+146$665
SPDR SER TR (SLYV) 7,918 -2,187 $657
     SLYV7,918-2,187$657
PEPSICO INC 3,718 -15 $651
     PEP3,718-15$651
LENNAR CORP 3,682 +124 $633
     LEN3,682+124$633
FIRST TR EXCHANGE TRADED FD (FIW) 6,112 +399 $624
     FIW6,112+399$624
HOME DEPOT INC 1,587 UNCH $609
     HD1,587UNCH$609
PENSKE AUTOMOTIVE GRP INC 3,739 -1,836 $606
     PAG3,739-1,836$606
TAYLOR MORRISON HOME CORP 9,744 +386 $606
     TMHC9,744+386$606
MUELLER INDS INC 10,991 +538 $593
     MLI10,991+538$593
MEDTRONIC PLC 6,598 -7 $575
     MDT6,598-7$575
CENCORA INC 2,363 +2,363 $574
     COR2,363+2,363$574
ACCENTURE PLC IRELAND 1,565 +3 $542
     ACN1,565+3$542
UFP INDUSTRIES INC 4,391 +280 $540
     UFPI4,391+280$540
LINDE PLC 1,161 UNCH $539
     LIN1,161UNCH$539
ALPHABET INC 3,537 +47 $534
     GOOGL3,537+47$534
MOTOROLA SOLUTIONS INC 1,490 +18 $529
     MSI1,490+18$529
VANGUARD WORLD FD (MGK) 1,837 UNCH $527
     MGK1,837UNCH$527
MSC INDL DIRECT INC 5,432 +449 $527
     MSM5,432+449$527
CISCO SYS INC 10,514 -3,802 $525
     CSCO10,514-3,802$525
LOWES COS INC 2,057 -30 $524
     LOW2,057-30$524
CORE & MAIN INC 9,089 -220 $520
     CNM9,089-220$520
FIRST BANCORP P R 29,491 +2,240 $517
     FBP29,491+2,240$517
ISHARES INC (EEMV) 9,002 -7 $509
     EEMV9,002-7$509
MERITAGE HOMES CORP 2,863 +236 $502
     MTH2,863+236$502
COMCAST CORP NEW 11,426 +689 $495
     CMCSA11,426+689$495
CNA FINL CORP 10,826 +4,702 $492
     CNA10,826+4,702$492
SPDR SER TR (SLYG) 5,466 -3,106 $477
     SLYG5,466-3,106$477
THE CIGNA GROUP 1,291 -423 $469
     CI1,291-423$469
WEATHERFORD INTL PLC 4,022 +238 $464
     WFRD4,022+238$464
OWENS CORNING NEW 2,751 -5 $459
     OC2,751-5$459
AMAZON COM INC 2,514 -48 $453
     AMZN2,514-48$453
UNUM GROUP 8,186 -2,114 $439
     UNM8,186-2,114$439
VISA INC 1,554 UNCH $434
     V1,554UNCH$434
DOVER CORP 2,443 UNCH $433
     DOV2,443UNCH$433
VANECK ETF TRUST (SMH) 1,909 -2,424 $430
     SMH1,909-2,424$430
GMS INC 4,401 +403 $428
     GMS4,401+403$428
AUTOMATIC DATA PROCESSING IN 1,696 UNCH $424
     ADP1,696UNCH$424
VANGUARD INDEX FDS (VOO) 881 -799 $423
     VOO881-799$423
MARATHON PETE CORP 2,086 +136 $420
     MPC2,086+136$420
NEXTERA ENERGY INC 6,288 +197 $402
     NEE6,288+197$402
OSHKOSH CORP 3,155 +1,106 $393
     OSK3,155+1,106$393
PHILLIPS 66 2,395 UNCH $391
     PSX2,395UNCH$391
AFLAC INC 4,402 UNCH $378
     AFL4,402UNCH$378
FS KKR CAP CORP 19,847 -15,506 $378
     FSK19,847-15,506$378
FLEX LTD 13,145 +5,961 $376
     FLEX13,145+5,961$376
ISHARES TR (IWF) 1,117 +1,117 $376
     IWF1,117+1,117$376
ABBOTT LABS 3,285 -1,500 $373
     ABT3,285-1,500$373
HUNTINGTON INGALLS INDS INC 1,270 +1,270 $370
     HII1,270+1,270$370
ALPHABET INC 2,401 UNCH $366
     GOOG2,401UNCH$366
GILEAD SCIENCES INC 4,977 -585 $365
     GILD4,977-585$365
TEREX CORP NEW 5,638 +692 $363
     TEX5,638+692$363
APPLIED MATLS INC 1,753 -119 $362
     AMAT1,753-119$362
BERKSHIRE HATHAWAY INC DEL      $362
     BRK.B860UNCH$362
CANADIAN IMPERIAL BK COMM TO 7,027 +7,027 $356
     CM7,027+7,027$356
AMPHENOL CORP NEW 3,000 UNCH $346
     APH3,000UNCH$346
AMGEN INC 1,211 +34 $344
     AMGN1,211+34$344
BRISTOL MYERS SQUIBB CO 6,336 UNCH $344
     BMY6,336UNCH$344
MORGAN STANLEY 3,658 +431 $344
     MS3,658+431$344
AERCAP HOLDINGS NV 3,940 +215 $342
     AER3,940+215$342
PROCTER AND GAMBLE CO 2,099 UNCH $341
     PG2,099UNCH$341
CANADIAN NAT RES LTD 4,444 +436 $339
     CNQ4,444+436$339
CHORD ENERGY CORPORATION 1,897 +240 $338
     CHRD1,897+240$338
BECTON DICKINSON & CO 1,356 UNCH $336
     BDX1,356UNCH$336
VANGUARD SPECIALIZED FUNDS (VIG) 1,824 UNCH $333
     VIG1,824UNCH$333
BLACKROCK INC 395 -2 $329
     BLK395-2$329
UNION PAC CORP 1,336 UNCH $329
     UNP1,336UNCH$329
RTX CORPORATION 3,364 UNCH $328
     RTX3,364UNCH$328
SSGA ACTIVE ETF TR (SRLN) 7,781 +2,838 $328
     SRLN7,781+2,838$328
INVESCO DB MULTI SECTOR COMM 12,999 -1,502 $322
     DBA12,999-1,502$322
ANALOG DEVICES INC 1,607 -174 $318
     ADI1,607-174$318
AXON ENTERPRISE INC 1,000 UNCH $313
     AXON1,000UNCH$313
INVESCO EXCHANGE TRADED FD T (GGME) 7,147 +7,147 $313
     GGME7,147+7,147$313
BLUE OWL CAPITAL CORPORATION 20,334 +20,334 $313
     OBDC20,334+20,334$313
ALLISON TRANSMISSION HLDGS I 3,778 -5,892 $307
     ALSN3,778-5,892$307
NORFOLK SOUTHN CORP 1,156 UNCH $295
     NSC1,156UNCH$295
AXIS CAP HLDGS LTD 4,519 +337 $294
     AXS4,519+337$294
ILLINOIS TOOL WKS INC 1,096 UNCH $294
     ITW1,096UNCH$294
MCKESSON CORP 548 +548 $294
     MCK548+548$294
INVESCO EXCHANGE TRADED FD T (PKW) 2,715 UNCH $294
     PKW2,715UNCH$294
INVESCO DB COMMDY INDX TRCK 12,629 -14,117 $290
     DBC12,629-14,117$290
EXPEDIA GROUP INC 2,091 +2,091 $288
     EXPE2,091+2,091$288
EAST WEST BANCORP INC 3,615 UNCH $286
     EWBC3,615UNCH$286
SNAP ON INC 930 UNCH $275
     SNA930UNCH$275
SPDR S&P MIDCAP 400 ETF TR (MDY) 488 UNCH $272
     MDY488UNCH$272
ALPHA METALLURGICAL RESOUR I 819 +39 $271
     AMR819+39$271
OTTER TAIL CORP 3,118 +107 $269
     OTTR3,118+107$269
ASSURED GUARANTY LTD 3,065 +3,065 $267
     AGO3,065+3,065$267
COCA COLA CONS INC 316 +19 $267
     COKE316+19$267
HSBC HLDGS PLC 6,724 +429 $265
     HSBC6,724+429$265
ALKERMES PLC 9,682 +2,148 $262
     ALKS9,682+2,148$262
MATSON INC 2,332 +140 $262
     MATX2,332+140$262
GENERAL DYNAMICS CORP 919 UNCH $260
     GD919UNCH$260
CVS HEALTH CORP 3,158 +3,158 $252
     CVS3,158+3,158$252
OLD REP INTL CORP 8,158 -24,683 $251
     ORI8,158-24,683$251
ON SEMICONDUCTOR CORP 3,387 -238 $249
     ON3,387-238$249
ISHARES TR (DVY) 2,004 UNCH $247
     DVY2,004UNCH$247
GROUP 1 AUTOMOTIVE INC 846 +846 $247
     GPI846+846$247
AUTOLIV INC 2,032 +29 $245
     ALV2,032+29$245
MONDELEZ INTL INC 3,501 UNCH $245
     MDLZ3,501UNCH$245
SELECT SECTOR SPDR TR (XLF) 5,764 +5,764 $243
     XLF5,764+5,764$243
ISHARES TR (PFF) 6,970 -2,392 $225
     PFF6,970-2,392$225
META PLATFORMS INC 437 +437 $212
     META437+437$212
APPLOVIN CORP 3,030 +3,030 $210
     APP3,030+3,030$210
SELECT SECTOR SPDR TR (XLC) 2,572 -15,671 $210
     XLC2,572-15,671$210
BRINKS CO 2,260 +2,260 $209
     BCO2,260+2,260$209
WORTHINGTON ENTERPRISES INC 3,354 -4,823 $209
     WOR3,354-4,823$209
NIKE INC 2,191 UNCH $206
     NKE2,191UNCH$206
COCA COLA CO 3,336 +3,336 $204
     KO3,336+3,336$204
SPDR SER TR (SPLG) 3,295 +3,295 $203
     SPLG3,295+3,295$203
PAYCHEX INC 1,648 +1,648 $202
     PAYX1,648+1,648$202
BROOKLINE BANCORP INC DEL 14,481 UNCH $144
     BRKL14,481UNCH$144
ZEVRA THERAPEUTICS INC 10,000 UNCH $58
     ZVRA10,000UNCH$58
CITIUS PHARMACEUTICALS INC 10,000 +0 $9
     CTXR10,000UNCH$9
CENCORA INC $0 (exited)
     ABC0-2,309$0
AIR PRODS & CHEMS INC $0 (exited)
     APD0-741$0
BLACKSTONE INC $0 (exited)
     BX0-2,103$0
DELTA AIR LINES INC DEL $0 (exited)
     DAL0-8,245$0
ENERSYS $0 (exited)
     ENS0-2,621$0
EPR PPTYS $0 (exited)
     EPR0-6,535$0
HONEYWELL INTL INC $0 (exited)
     HON0-964$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     PBS0-5,568$0
FIRST TR NAS100 EQ WEIGHTED $0 (exited)
     QQEW0-11,413$0
INVESCO QQQ TR $0 (exited)
     QQQ0-795$0
TESLA INC 0 -1,905 $0 (exited)
     TSLA0-1,905$0

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

EntityShares/Amount
Change
Position Value
Change
XLB +24,834+$2,307
XLU +16,237+$1,066
COR +2,363+$574
IWF +1,117+$376
HII +1,270+$370
CM +7,027+$356
GGME +7,147+$313
OBDC +20,334+$313
MCK +548+$294
EXPE +2,091+$288
EntityShares/Amount
Change
Position Value
Change
QQEW -11,413-$1,340
TSLA -1,905-$473
ABC -2,309-$416
DAL -8,245-$332
QQQ -795-$326
EPR -6,535-$317
BX -2,103-$275
ENS -2,621-$265
APD -741-$203
HON -964-$202
EntityShares/Amount
Change
Position Value
Change
XLI +30,113+$3,820
FLEX +5,961+$157
XLK +5,578+$1,729
CNA +4,702+$233
XLE +4,555+$532
MFC +4,223+$213
SPMB +3,493+$66
SRLN +2,838+$121
GLD +2,629+$1,160
FBP +2,240+$69
EntityShares/Amount
Change
Position Value
Change
SPMD -120,274-$4,282
SPYV -36,014+$705
ORI -24,683-$715
TLT -24,458-$2,551
XLC -15,671-$1,116
FSK -15,506-$328
DBC -14,117-$299
SPYG -13,946+$2,653
DJP -12,615-$366
Size ($ in 1000's)
At 03/31/2024: $286,296
At 12/31/2023: $271,337

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

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