Filer Name: MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
CIK: 1720235
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 172
Portfolio Value: $0.31B

Measured Wealth Private Client Group, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
RSP US INVESCO S&P 500 EQUAL WEIGHT 179,927 $32M 10.19% 5.3% -
SPYV US SPDR PORT S&P 500 VALUE 520,611 $27M 8.60% -0.7% -
VYM US VANGUARD HIGH DVD YIELD ETF 167,586 $21M 6.91% 0.9% -
GLD US SPDR GOLD SHARES 64,674 $16M 5.06% 5.5% -
SPY US SPDR S&P 500 ETF TRUST 26,661 $16M 5.05% -4.4% -
XLK US TECHNOLOGY SELECT SECT SPDR 61,019 $14M 4.58% 6.0% -
UPS US UNITED PARCEL SERVICE-CL B 111,552 $14M 4.55% 100.0% -
SPMD US SPDR PORTFOLIO S&P 400 MID C 245,715 $13M 4.34% -10.3% -
XLV US HEALTH CARE SELECT SECTOR 96,570 $13M 4.29% 8.4% -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 82,019 $7M 2.33% -29.6% -
XLP US CONSUMER STAPLES SPDR 89,569 $7M 2.28% 10.2% -
TLT US ISHARES 20+ YEAR TREASURY BD 63,223 $6M 1.78% 7.4% -
AAPL US APPLE INC 21,263 $5M 1.72% -0.3% -
NVDA US NVIDIA CORP 36,239 $5M 1.57% 3.3% -
IVV US ISHARES CORE S&P 500 ETF 7,941 $5M 1.51% -2.8% -
AGZ US ISHARES AGENCY BOND ETF 41,369 $4M 1.44% 4.1% -
XLU US UTILITIES SELECT SECTOR SPDR 54,473 $4M 1.33% 11.8% -
OEF US ISHARES S&P 100 ETF 12,448 $4M 1.16% -6.3% -
DGRO US ISHARES CORE DIVIDEND GROWTH 51,072 $3M 1.01% -6.8% -
AVGO US BROADCOM INC 13,114 $3M 0.98% -27.4% -
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