Measured Wealth Private Client Group, LLC

RIA/Wealth

Measured Wealth Private Client Group, LLC is a RIA/Wealth based in Portsmouth, NH led by Edward Heath Benway, reporting $464.0M in AUM as of Q3 2025 with 61% ETF concentration and 51% concentrated in top 10 holdings.

PresidentEdward Heath Benway

Portfolio Value: $370.9M
Positions: 696
Top Holding: SPYV at 7.91%
Last Reported: Q3 2025

Address303 Islington Street, Portsmouth, NH, 03801, United States

Top Holdings

Largest long holdings in Measured Wealth Private Client Group, LLC's portfolio (51.1% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$29.3M	7.91%	+$101.5K Bought	— 530.3K shares	Q2 2019 Held for 6y 5m
2 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$28.5M	7.68%	+$933.9K Bought	— 150.1K shares	Q3 2024 Held for 1y 2m
3 Vanguard High Dividend Yield VYM	ETF ETF	$25.1M	6.78%	+$644.3K Bought	— 178.4K shares	Q2 2018 Held for 7y 5m
4 GLD SPDR Gold Trust GLD	Unknown Unknown	$23.3M	6.29%	+$450.0K Bought	— 65.6K shares	Q4 2022 Held for 2y 11m
5 SPDR S&P 500 ETF Trust SPY	ETF ETF	$17.3M	4.67%	-$182.5K Sold	— 26.0K shares	Q2 2018 Held for 7y 5m
6 XLV Health Care Select Sector SPDR Fund XLV	ETF ETF	$17.0M	4.58%	+$663.1K Bought	— 122.1K shares	Q2 2018 Held for 7y 5m
7 Technology Select Sector SPDR Fund XLK	ETF ETF	$16.4M	4.43%	-$81.7K Sold	— 58.3K shares	Q3 2021 Held for 4y 2m
8 United Parcel Service, Inc. UPS	Integrated Freight & Logistics Industrials	$14.1M	3.81%	-$4.4K Sold	0.02% 169.0K shares	Q4 2024 Held for 11 months
9 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$9.7M	2.61%	+$247.8K Bought	— 123.5K shares	Q2 2022 Held for 3y 5m
10 Communication Services Select Sector SPDR Fund XLC	ETF ETF	$8.8M	2.37%	+$310.0K Bought	— 74.2K shares	Q1 2025 Held for 8 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Measured Wealth Private Client Group, LLC's latest filing

See all changes

GthenC

Market Value

$370.9M

Prior: $334.2M

Q/Q Change

+10.97%

+$36.7M

Net Flows % of MV

+0.207%

Turnover Ratio

6.18%

New Purchases

227 stocks

$8.4M

Added To

49 stocks

+$7.1M

Sold Out Of

4 stocks

$117.8K

Reduced Holdings

101 stocks

-$14.6M

Increased Positions

Position	Shares Δ	Change
1 Federated Hermes FHI	New	0 → 11.8K +$614.3K
2 AZZ AZZ	New	0 → 4.9K +$534.8K
3 Openlane KAR	New	0 → 10.4K +$300.6K
4 PTC Therapeutics PTCT	New	0 → 4.7K +$288.3K
5 Primoris Services PRIM	New	0 → 1.6K +$223.0K

Decreased Positions

Position	Shares Δ	Change
1 Brookline Bancorp BRKL	Sold	11.2K → 0 −$117.8K
2 Great Atlantic & Pacific Tea Company GAP	-89.69%	44.5K → 4.6K −$852.8K
3 Allison Transmission Holdings ALSN	-84.6%	9.3K → 1.4K −$671.0K
4 Lennar LEN	-77.9%	2.0K → 442.0 −$196.4K
5 BMA Banco Macro BMA	-77.68%	7.4K → 1.6K −$241.9K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for Measured Wealth Private Client Group, LLC

View analytics

GthenA

Sector Allocation

ETF

60.80%

Industrials

7.70%

Technology

7.70%

Financial Services

7.20%

Healthcare

2.30%

Consumer Cyclical

1.80%

Consumer Defensive

1.70%

Utilities

1.20%

Energy

0.70%

Basic Materials

0.70%

Communication Services

0.50%

Real Estate

0.50%

Market Cap Distribution

Mega Cap (> $200B)

8.53%

Large Cap ($10B - $200B)

15.49%

Mid Cap ($2B - $10B)

7.48%

Small Cap ($300M - $2B)

0.41%

Micro Cap ($50M - $300M)

0.10%

Nano Cap (< $50M)

0.08%

N/A (ETF or Unknown)

67.90%

Portfolio Concentration

Top 10 Holdings %

51.12%

Top 20 Holdings %

65.22%

Top 50 Holdings %

78.58%

Top 100 Holdings %

87.88%