Measured Wealth Private Client Group, LLC Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$311.5B

Holdings

170

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (170 positions)

#	Stock	Shares	Value	% Portfolio
1	SPYVSPDR SER TR	528,939	$27.0B	8.67%
2	RSPINVESCO EXCHANGE TRADED FD T	142,341	$24.7B	7.92%
3	VYMVANGUARD WHITEHALL FDS	173,313	$22.4B	7.17%
4	GQ9SPDR GOLD TR	66,240	$19.1B	6.13%
5	UPSUNITED PARCEL SERVICE INC	169,081	$18.6B	5.97%
6	XLVSELECT SECTOR SPDR TR	114,032	$16.6B	5.34%
7	SPYSPDR S&P 500 ETF TR	26,522	$14.8B	4.76%
8	XLKSELECT SECTOR SPDR TR	60,099	$12.4B	3.98%
9	XLFISELECT SECTOR SPDR TR	118,125	$9.6B	3.10%
10	XLCSELECT SECTOR SPDR TR	69,480	$6.7B	2.15%
11	TLTISHARES TR	68,060	$6.2B	1.99%
12	SPYGSPDR SER TR	75,747	$6.1B	1.95%
13	SPMDSPDR SER TR	104,321	$5.3B	1.71%
14	IYRISHARES TR	47,332	$4.5B	1.45%
15	IVVISHARES TR	7,917	$4.4B	1.43%
16	AAPLAPPLE INC	19,298	$4.3B	1.38%
17	NVDANVIDIA CORPORATION	34,539	$3.7B	1.20%
18	XLBSELECT SECTOR SPDR TR	42,856	$3.7B	1.18%
19	XLUSELECT SECTOR SPDR TR	45,894	$3.6B	1.16%
20	OEFISHARES TR	12,384	$3.4B	1.08%
21	XLFSELECT SECTOR SPDR TR	65,575	$3.3B	1.05%
22	DGROISHARES TR	51,072	$3.2B	1.01%
23	AGGISHARES TR	24,994	$2.5B	0.79%
24	MSFTMICROSOFT CORP	6,422	$2.4B	0.77%
25	AVGOBROADCOM INC	11,592	$1.9B	0.62%
26	VVVANGUARD INDEX FDS	6,723	$1.7B	0.55%
27	JPMJPMORGAN CHASE & CO.	6,905	$1.7B	0.54%
28	MFCMANULIFE FINL CORP	50,038	$1.6B	0.50%
29	MTGMGIC INVT CORP WIS	60,215	$1.5B	0.48%
30	VTIVANGUARD INDEX FDS	5,182	$1.4B	0.46%
31	HRBBLOCK H & R INC	25,277	$1.4B	0.45%
32	NBNNORTHEAST BK PORTLAND ME	14,104	$1.3B	0.41%
33	RRYDER SYS INC	8,931	$1.3B	0.41%
34	DFATDIMENSIONAL ETF TRUST	24,693	$1.3B	0.41%
35	BMYBRISTOL-MYERS SQUIBB CO	20,267	$1.2B	0.40%
36	DFUVDIMENSIONAL ETF TRUST	29,077	$1.2B	0.38%
37	JHGJANUS HENDERSON GROUP PLC	31,505	$1.1B	0.37%
38	VOVANGUARD INDEX FDS	4,400	$1.1B	0.37%
39	EYLDCAMBRIA ETF TR	34,848	$1.1B	0.36%
40	AGZISHARES TR	10,019	$1.1B	0.35%
41	TRVCCITIGROUP INC	14,822	$1.1B	0.34%
42	IPINTERNATIONAL PAPER CO	19,411	$1.0B	0.33%
43	AITAPPLIED INDL TECHNOLOGIES IN	4,403	$992.2M	0.32%
44	ACTENACT HLDGS INC	28,417	$987.5M	0.32%
45	ORIOLD REP INTL CORP	23,388	$917.3M	0.29%
46	DFUSDIMENSIONAL ETF TRUST	15,020	$908.4M	0.29%
47	XLISELECT SECTOR SPDR TR	6,592	$864.0M	0.28%
48	INGRINGREDION INC	6,330	$855.9M	0.27%
49	GAPGAP INC	40,845	$841.8M	0.27%
50	NRANRG ENERGY INC	8,521	$813.4M	0.26%
51	ARCCARES CAPITAL CORP	36,553	$810.0M	0.26%
52	BRK-BBERKSHIRE HATHAWAY INC DEL	1	$798.4M	0.26%
53	GMGENERAL MTRS CO	16,762	$788.3M	0.25%
54	UNMUNUM GROUP	9,668	$787.6M	0.25%
55	ALSNALLISON TRANSMISSION HLDGS I	8,199	$784.4M	0.25%
56	CNACNA FINL CORP	15,361	$780.2M	0.25%
57	UHSUNIVERSAL HLTH SVCS INC	4,012	$753.9M	0.24%
58	CMCANADIAN IMPERIAL BK COMM	13,172	$741.6M	0.24%
59	AYIACUITY INC	2,801	$737.6M	0.24%
60	UNHUNITEDHEALTH GROUP INC	1,406	$736.4M	0.24%
61	SFSTIFEL FINL CORP	7,802	$735.4M	0.24%
62	IRMIRON MTN INC DEL	8,533	$734.2M	0.24%
63	EMEEMCOR GROUP INC	1,986	$734.1M	0.24%
64	VIRTVIRTU FINL INC	19,059	$726.5M	0.23%
65	FBPFIRST BANCORP P R	37,301	$715.1M	0.23%
66	SYFSYNCHRONY FINANCIAL	13,217	$699.7M	0.22%
67	XOMEXXON MOBIL CORP	5,759	$684.9M	0.22%
68	MLIMUELLER INDS INC	8,992	$684.7M	0.22%
69	UGIUGI CORP NEW	20,040	$662.7M	0.21%
70	JT5MUELLER WTR PRODS INC	25,146	$639.2M	0.21%
71	APPAPPLOVIN CORP	2,349	$622.4M	0.20%
72	TYLTYLER TECHNOLOGIES INC	1,064	$618.6M	0.20%
73	GGMEINVESCO EXCHANGE TRADED FD T	12,165	$606.3M	0.19%
74	RSPHINVESCO EXCHANGE TRADED FD T	20,148	$599.4M	0.19%
75	DFASDIMENSIONAL ETF TRUST	9,805	$585.8M	0.19%
76	MDTMEDTRONIC PLC	6,400	$575.1M	0.18%
77	MGKVANGUARD WORLD FD	1,837	$567.5M	0.18%
78	LRNSTRIDE INC	4,422	$559.4M	0.18%
79	JNJJOHNSON & JOHNSON	3,364	$557.9M	0.18%
80	TRVTRAVELERS COMPANIES INC	2,082	$550.6M	0.18%
81	APAMARTISAN PARTNERS ASSET MGMT	14,021	$548.2M	0.18%
82	ABBVABBVIE INC	2,582	$540.9M	0.17%
83	IMGIAMGOLD CORP	85,897	$536.9M	0.17%
84	AXONAXON ENTERPRISE INC	1,000	$526.0M	0.17%
85	AERAERCAP HOLDINGS NV	5,080	$519.0M	0.17%
86	MSIMOTOROLA SOLUTIONS INC	1,179	$516.2M	0.17%
87	LENLENNAR CORP	4,482	$514.4M	0.17%
88	ACWXISHARES TR	9,184	$509.3M	0.16%
89	TAT&T INC	17,967	$508.1M	0.16%
90	IBKRINTERACTIVE BROKERS GROUP IN	3,012	$498.8M	0.16%
91	TSAACI WORLDWIDE INC	9,078	$496.7M	0.16%
92	FLEXFLEX LTD	15,005	$496.4M	0.16%
93	DVADAVITA INC	3,221	$492.7M	0.16%
94	KRKROGER CO	7,187	$486.5M	0.16%
95	DORMDORMAN PRODS INC	3,923	$472.9M	0.15%
96	AXSAXIS CAP HLDGS LTD	4,715	$472.6M	0.15%
97	MCKMCKESSON CORP	701	$471.8M	0.15%
98	HWCHANCOCK WHITNEY CORPORATION	8,976	$470.8M	0.15%
99	PLMRPALOMAR HLDGS INC	3,348	$458.9M	0.15%
100	ADPAUTOMATIC DATA PROCESSING IN	1,432	$437.5M	0.14%

Page 1 of 2Next