Measured Wealth Private Client Group, LLC Portfolio Holdings
Q3 2025•696 long positions•$370.9M portfolio value
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Holding700 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $29.3M 7.91% | +$101.5K Bought | — 530.3K shares | 528.4K → 530.3K +$101.5K | +0.35% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $28.5M 7.68% | +$933.9K Bought | — 150.1K shares | 145.2K → 150.1K +$933.9K | +3.39% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $25.1M 6.78% | +$644.3K Bought | — 178.4K shares | 173.8K → 178.4K +$644.3K | +2.63% | — — | Q2 2018 Held for 7y 5m | |
Unknown Unknown | $23.3M 6.29% | +$450.0K Bought | — 65.6K shares | 64.3K → 65.6K +$450.0K | +1.97% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $17.3M 4.67% | -$182.5K Sold | — 26.0K shares | 26.3K → 26.0K −$182.5K | -1.04% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $17.0M 4.58% | +$663.1K Bought | — 122.1K shares | 117.3K → 122.1K +$663.1K | +4.06% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $16.4M 4.43% | -$81.7K Sold | — 58.3K shares | 58.6K → 58.3K −$81.7K | -0.49% | — — | Q3 2021 Held for 4y 2m | |
Integrated Freight & Logistics Industrials | $14.1M 3.81% | -$4.4K Sold | 0.02% 169.0K shares | 169.1K → 169.0K −$4.4K | -0.03% | $70.8B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $9.7M 2.61% | +$247.8K Bought | — 123.5K shares | 120.3K → 123.5K +$247.8K | +2.63% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $8.8M 2.37% | +$310.0K Bought | — 74.2K shares | 71.5K → 74.2K +$310.0K | +3.66% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.2M 1.95% | -$130.2K Sold | — 69.1K shares | 70.3K → 69.1K −$130.2K | -1.77% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $6.9M 1.86% | +$716.7K Bought | — 77.3K shares | 69.3K → 77.3K +$716.7K | +11.57% | — — | Q3 2022 Held for 3y 2m | |
Semiconductors Technology | $6.4M 1.72% | +$18.8K Bought | 0.0% 34.1K shares | 34.0K → 34.1K +$18.8K | +0.3% | $4.54T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $5.4M 1.46% | +$127.2K Bought | — 8.1K shares | 7.9K → 8.1K +$127.2K | +2.4% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $5.1M 1.37% | +$249.9K Bought | — 52.3K shares | 49.7K → 52.3K +$249.9K | +5.18% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.7M 1.26% | -$459.0K Sold | — 81.9K shares | 89.9K → 81.9K −$459.0K | -8.92% | — — | Q3 2018 Held for 7y 2m | |
Consumer Electronics Technology | $4.5M 1.22% | -$495.8K Sold | 0.0% 17.7K shares | 19.7K → 17.7K −$495.8K | -9.89% | $3.78T Mega Cap | Q2 2018 Held for 7y 5m | |
ETF ETF | $4.1M 1.11% | +$145.9K Bought | — 45.7K shares | 44.1K → 45.7K +$145.9K | +3.69% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.0M 1.09% | -$51.3K Sold | — 12.2K shares | 12.3K → 12.2K −$51.3K | -1.25% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $3.9M 1.06% | — | — 58.0K shares | — | — | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $3.8M 1.02% | -$143.7K Sold | — 70.3K shares | 72.9K → 70.3K −$143.7K | -3.66% | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $3.8M 1.02% | +$37.3K Bought | 0.0% 11.4K shares | 11.3K → 11.4K +$37.3K | +1.0% | $1.56T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.7M 0.992% | -$877.6K Sold | — 42.2K shares | 52.2K → 42.2K −$877.6K | -19.26% | — — | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $3.1M 0.834% | -$324.7K Sold | 0.0% 6.0K shares | 6.6K → 6.0K −$324.7K | -9.5% | $3.85T Mega Cap | Q2 2018 Held for 7y 5m | |
ETF ETF | $2.5M 0.672% | -$27.6K Sold | — 24.8K shares | 25.1K → 24.8K −$27.6K | -1.09% | — — | Q3 2022 Held for 3y 2m | |
Banks - Diversified Financial Services | $2.2M 0.58% | -$223.3K Sold | 0.0% 6.8K shares | 7.5K → 6.8K −$223.3K | -9.4% | $867.35B Mega Cap | Q2 2018 Held for 7y 5m | |
ETF ETF | $2.0M 0.542% | — | — 6.5K shares | — | — | — — | Q2 2018 Held for 7y 5m | |
Insurance - Specialty Financial Services | $1.7M 0.46% | -$49.6K Sold | 0.026% 60.1K shares | 61.9K → 60.1K −$49.6K | -2.82% | $6.5B Mid Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.7M 0.448% | -$33.8K Sold | — 5.1K shares | 5.2K → 5.1K −$33.8K | -1.99% | — — | Q2 2018 Held for 7y 5m | |
Banks - Diversified Financial Services | $1.6M 0.44% | -$216.8K Sold | 0.001% 16.1K shares | 18.2K → 16.1K −$216.8K | -11.72% | $186.85B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.6M 0.426% | -$104.2K Sold | — 42.5K shares | 45.3K → 42.5K −$104.2K | -6.19% | — — | Q1 2022 Held for 3y 8m | |
Software - Application Technology | $1.6M 0.422% | -$237.1K Sold | 0.001% 2.2K shares | 2.5K → 2.2K −$237.1K | -13.17% | $243.05B Mega Cap | Q1 2024 Held for 1y 8m | |
Rental & Leasing Services Industrials | $1.4M 0.368% | -$141.1K Sold | 0.018% 7.2K shares | 8.0K → 7.2K −$141.1K | -9.38% | $7.7B Mid Cap | Q3 2023 Held for 2y 2m | |
Personal Products & Services Consumer Cyclical | $1.3M 0.362% | +$34.3K Bought | 0.021% 26.5K shares | 25.9K → 26.5K +$34.3K | +2.63% | $6.5B Mid Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.331% | -$19.1K Sold | — 4.2K shares | 4.2K → 4.2K −$19.1K | -1.53% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $1.2M 0.331% | +$436.7K Bought | — 18.6K shares | 12.0K → 18.6K +$436.7K | +55.23% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 0.33% | -$48.6K Sold | — 21.0K shares | 21.8K → 21.0K −$48.6K | -3.82% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.2M 0.328% | -$16.2K Sold | — 27.2K shares | 27.6K → 27.2K −$16.2K | -1.32% | — — | Q2 2022 Held for 3y 5m | |
Independent Power Producers Utilities | $1.2M 0.312% | -$83.1K Sold | 0.004% 7.1K shares | 7.6K → 7.1K −$83.1K | -6.71% | $31.3B Large Cap | Q3 2024 Held for 1y 2m | |
Industrial - Distribution Industrials | $1.2M 0.311% | -$62.7K Sold | 0.012% 4.4K shares | 4.7K → 4.4K −$62.7K | -5.16% | $9.9B Mid Cap | Q2 2022 Held for 3y 5m | |
Engineering & Construction Industrials | $1.1M 0.303% | -$215.6K Sold | 0.004% 1.7K shares | 2.1K → 1.7K −$215.6K | -16.09% | $29.1B Large Cap | Q3 2024 Held for 1y 2m | |
Banks - Regional Financial Services | $1.1M 0.3% | -$300.5K Sold | 0.129% 11.1K shares | 14.1K → 11.1K −$300.5K | -21.27% | $858.9M Small Cap | Q2 2018 Held for 7y 5m | |
Insurance - Specialty Financial Services | $1.1M 0.293% | -$39.2K Sold | 0.019% 28.4K shares | 29.4K → 28.4K −$39.2K | -3.48% | $5.7B Mid Cap | Q4 2022 Held for 2y 11m | |
Tobacco Consumer Defensive | $1.1M 0.293% | +$127.5K Bought | 0.001% 16.4K shares | 14.5K → 16.4K +$127.5K | +13.32% | $110.97B Large Cap | Q2 2025 Held for 5 months | |
Regulated Electric Utilities | $1.1M 0.29% | +$102.0K Bought | 0.002% 23.9K shares | 21.7K → 23.9K +$102.0K | +10.46% | $45.5B Large Cap | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $1.1M 0.287% | -$37.3K Sold | 0.01% 25.0K shares | 25.9K → 25.0K −$37.3K | -3.39% | $10.6B Large Cap | Q2 2023 Held for 2y 5m | |
Financial - Credit Services Financial Services | $1.0M 0.273% | -$109.6K Sold | 0.004% 14.2K shares | 15.8K → 14.2K −$109.6K | -9.78% | $26.4B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $993.9K 0.268% | +$39.0K Bought | 0.012% 10.8K shares | 10.3K → 10.8K +$39.0K | +4.08% | $8.3B Mid Cap | Q2 2025 Held for 5 months | |
ETF ETF | $982.2K 0.265% | — | — 13.6K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
Gold Basic Materials | $981.2K 0.265% | -$173.3K Sold | 0.013% 75.9K shares | 89.3K → 75.9K −$173.3K | -15.01% | $7.4B Mid Cap | Q3 2024 Held for 1y 2m |
