Measured Wealth Private Client Group, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Measured Wealth Private Client Group, LLC maintained a portfolio of 784 distinct positions. They heavily accumulated shares in SELECT SECTOR SPDR T, increasing their position by 4.4%. Conversely, Measured Wealth Private Client Group, LLC completely exited their position in ADVANCED MICRO DEVIC.
PCA Score Concentration Risk
Risk ENB
Total Positions
784
Quarter
2025 Q4
Top Holding
GLD (6.8%)
Top 10 Concentration
48.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 784
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GLD
SPDR GOLD TR
ETF 6.83% 6.28% #1 3
Prev: #4
2.7 -448 -0.7%
P
S
65,142 $25,816,296 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYV
SPDR SERIES TRU...
Unknown 6.45% 7.91% #2 1
Prev: #1
2.6 -101,220 -19.1%
P
S
429,035 $24,373,507 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VYM
VANGUARD WHITEH...
ETF 6.41% 6.78% #3
Prev: #3
2.6 -9,651 -5.4%
P
S
168,719 $24,214,545 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLV
SELECT SECTOR S...
Unknown 5.22% 4.58% #4 2
Prev: #6
4.1 5,429 4.4%
P
S
127,527 $19,741,140 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
SELECT SECTOR S...
Unknown 4.55% 4.43% #5 2
Prev: #7
4.1 61,204 104.9%
P
S
119,542 $17,210,431 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLC
SELECT SECTOR S...
ETF 4.46% 2.37% #6 4
Prev: #10
4.1 69,178 93.3%
P
S
143,339 $16,873,904 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UPS
UNITED PARCEL S...
Industrials 4.43% 3.80% #7 1
Prev: #8
1.8 no change no change
P
S
169,006 $16,763,705 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
Unknown 4.36% 7.67% #8 6
Prev: #2
1.9 -63,970 -42.6%
P
S
86,132 $16,499,373 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 3.61% 4.67% #9 4
Prev: #5
1.5 -6,010 -23.1%
P
S
19,999 $13,637,789 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMH
VANECK ETF TRUS...
ETF 2.51% 0.05% #10 179
Prev: #189
3.3 25,810 4512.2%
P
S
26,382 $9,500,950 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TLT
ISHARES TR
ETF 1.86% 1.86% #11 1
Prev: #12
2.8 3,199 4.1%
P
S
80,508 $7,017,100 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.63% 1.72% #12 1
Prev: #13
0.7 -1,056 -3.1%
P
S
33,077 $6,168,902 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLU
SELECT SECTOR S...
Unknown 1.60% 0.99% #13 10
Prev: #23
2.9 99,578 236.1%
P
S
141,757 $6,051,626 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XLF
SELECT SECTOR S...
Unknown 1.58% 1.02% #14 7
Prev: #21
2.8 38,928 55.4%
P
S
109,203 $5,981,048 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYG
SPDR SERIES TRU...
Unknown 1.57% 1.95% #15 4
Prev: #11
0.7 -13,476 -19.5%
P
S
55,582 $5,930,582 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.55% 1.22% #16 1
Prev: #17
2.7 3,758 21.2%
P
S
21,503 $5,845,766 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLP
SELECT SECTOR S...
Unknown 1.42% 2.61% #17 8
Prev: #9
0.7 -54,508 -44.1%
P
S
68,963 $5,357,023 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 1.29% 1.46% #18 4
Prev: #14
0.6 -988 -12.2%
P
S
7,119 $4,875,982 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLY
SELECT SECTOR S...
Unknown 1.07% 0.00% #19 605
Prev: #624
2.7 33,922 260938.5%
P
S
33,935 $4,052,178 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRO
ISHARES TR
Warrant 1.06% 1.06% #20
Prev: #20
0.4 no change no change
P
S
57,981 $4,025,041 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.00% 1.02% #21 1
Prev: #22
0.4 -528 -4.6%
P
S
10,902 $3,773,226 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLI
SELECT SECTOR S...
Unknown 0.89% 0.16% #22 65
Prev: #87
2.7 17,688 451.8%
P
S
21,603 $3,351,018 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 0.77% 0.67% #23 2
Prev: #25
2.4 4,171 16.8%
P
S
29,020 $2,898,554 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.76% 0.83% #24
Prev: #24
0.3 -55 -0.9%
P
S
5,920 $2,862,954 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MCHI
ISHARES TR
ETF 0.72% 0.33% #25 11
Prev: #36
2.6 26,760 143.6%
P
S
45,401 $2,727,238 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMD
ADVANCED MICRO ...
Technology 0.00% 0.03%
Sold All 😨
(Was: #235)
0.3 -650 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MDY
SPDR S&P MIDCAP...
ETF 0.00% 0.02%
Sold All 😨
(Was: #264)
0.3 -124 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BEN
FRANKLIN RESOUR...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #288)
0.3 -2,417 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VEU
VANGUARD INTL E...
ETF 0.00% 0.01%
Sold All 😨
(Was: #316)
0.3 -623 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QLTA
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #363)
0.3 -693 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NXST
NEXSTAR MEDIA G...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #403)
0.3 -142 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHX
SCHWAB STRATEGI...
ETF 0.00% 0.01%
Sold All 😨
(Was: #425)
0.3 -970 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WNS
WNS HLDGS LTD
Unknown 0.00% 0.01%
Sold All 😨
(Was: #429)
0.3 -328 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PAG
PENSKE AUTOMOTI...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #441)
0.3 -135 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CLH
CLEAN HARBORS I...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #443)
0.3 -100 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHE
CHEMED CORP NEW
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #464)
0.3 -47 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SGOV
ISHARES TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #467)
0.3 -205 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SLQD
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #470)
0.3 -403 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GRMN
GARMIN LTD
Technology 0.00% 0.00%
Sold All 😨
(Was: #484)
0.3 -74 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SSNC
SS&C TECHNOLOGI...
Technology 0.00% 0.00%
Sold All 😨
(Was: #490)
0.3 -200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FFIV
F5 INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #497)
0.3 -52 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FIS
FIDELITY NATL I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #516)
0.3 -231 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
APLE
APPLE HOSPITALI...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #528)
0.3 -1,095 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SRLN
SSGA ACTIVE ETF...
ETF 0.00% 0.00%
Sold All 😨
(Was: #532)
0.3 -309 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KAI
KADANT INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #533)
0.3 -43 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NSIT
INSIGHT ENTERPR...
Technology 0.00% 0.00%
Sold All 😨
(Was: #543)
0.3 -103 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVO
NOVO-NORDISK A ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #544)
0.3 -210 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GLPI
GAMING & LEISUR...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #548)
0.3 -236 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GNTX
GENTEX CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #551)
0.3 -380 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PYLD
PIMCO ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #555)
0.3 -393 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ICLR
ICON PLC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #556)
0.3 -60 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VHT
VANGUARD WORLD ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #563)
0.3 -38 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CBT
CABOT CORP
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #565)
0.3 -126 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DYNF
BLACKROCK ETF T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #570)
0.3 -152 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CNQ
CANADIAN NAT RE...
Energy 0.00% 0.00%
Sold All 😨
(Was: #579)
0.3 -238 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCZ
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #581)
0.3 -97 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FIW
FIRST TR EXCHAN...
Warrant 0.00% 0.00%
Sold All 😨
(Was: #589)
0.3 -58 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FREL
FIDELITY COVING...
ETF 0.00% 0.00%
Sold All 😨
(Was: #597)
0.3 -212 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PBP
INVESCO EXCHANG...
ETF 0.00% 0.00%
Sold All 😨
(Was: #608)
0.3 -199 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
YOU
CLEAR SECURE IN...
Technology 0.00% 0.00%
Sold All 😨
(Was: #609)
0.3 -126 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BCO
BRINKS CO
Industrials 0.00% 0.00%
Sold All 😨
(Was: #611)
0.3 -35 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STRL
STERLING INFRAS...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #612)
0.3 -12 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LDOS
LEIDOS HOLDINGS...
Technology 0.00% 0.00%
Sold All 😨
(Was: #616)
0.3 -20 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IGF
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #618)
0.3 -56 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KEX
KIRBY CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #621)
0.3 -39 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PEG
PUBLIC SVC ENTE...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #625)
0.3 -36 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MUSA
MURPHY USA INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #629)
0.3 -7 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
O
REALTY INCOME C...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #634)
0.3 -37 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MRP
MILLROSE PPTYS ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #639)
0.3 -60 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DHI
D R HORTON INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #651)
0.3 -8 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ELV
ELEVANCE HEALTH...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #652)
0.3 -4 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BKR
BAKER HUGHES CO...
Energy 0.00% 0.00%
Sold All 😨
(Was: #656)
0.3 -22 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FI
FISERV INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #657)
0.3 -8 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ICE
INTERCONTINENTA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #658)
0.3 -6 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PYPL
PAYPAL HLDGS IN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #660)
0.3 -14 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LNTH
LANTHEUS HLDGS ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #661)
0.3 -16 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIMV
ZIMVIE INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #665)
0.3 -28 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PUBM
PUBMATIC INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #668)
0.3 -27 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAL
AMERICAN AIRLS ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #677)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPSM
SPDR SERIES TRU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #679)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 784 holdings

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