Measured Wealth Private Client Group, LLC
728 holdingsFiling period: 2026-03-31Current AUM: $402.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 60.4K | $26.0M | $22.5M | 5.58% | -4,710 | 2026-03-31 |
| 2 | VYM | VANGUARD WHITEHALL FDS | 161.4K | $23.9M | $26.1M | 6.49% | -7,344 | 2026-03-31 |
| 3 | SPYV | SPDR SERIES TRUST | 414.2K | $23.4M | $25.7M | 6.38% | -14,821 | 2026-03-31 |
| 4 | XLV | SELECT SECTOR SPDR TR | 122.5K | $18.0M | $19.9M | 4.95% | -5,037 | 2026-03-31 |
| 5 | UPS | UNITED PARCEL SVCS INC | 169.0K | $16.6M | $17.6M | 4.37% | -- | 2026-03-31 |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 85.5K | $16.4M | $18.4M | 4.57% | -647 | 2026-03-31 |
| 7 | XLK | SELECT SECTOR SPDR TR | 117.7K | $15.6M | $20.6M | 5.13% | -1,795 | 2026-03-31 |
| 8 | XLC | SELECT SECTOR SPDR TR | 140.9K | $15.6M | $15.2M | 3.79% | -2,471 | 2026-03-31 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 18.4K | $12.0M | $13.8M | 3.42% | -1,581 | 2026-03-31 |
| 10 | SMH | VANECK ETF TRUST | 26.9K | $10.3M | $14.6M | 3.62% | +555 | 2026-03-31 |
| 11 | TLT | ISHARES TR | 76.8K | $6.7M | $6.3M | 1.57% | -3,750 | 2026-03-31 |
| 12 | XLU | SELECT SECTOR SPDR TR | 134.1K | $6.2M | $5.9M | 1.48% | -7,693 | 2026-03-31 |
| 13 | XLP | SELECT SECTOR SPDR TR | 72.1K | $5.9M | $6.1M | 1.52% | +3.1K | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 33.1K | $5.8M | $6.6M | 1.65% | +43 | 2026-03-31 |
| 15 | AAPL | APPLE INC | 20.8K | $5.3M | $6.4M | 1.59% | -741 | 2026-03-31 |
| 16 | XLF | SELECT SECTOR SPDR TR | 98.8K | $4.9M | $5.6M | 1.40% | -10,423 | 2026-03-31 |
| 17 | SPYG | SPDR SERIES TRUST | 49.7K | $4.9M | $5.8M | 1.45% | -5,858 | 2026-03-31 |
| 18 | IVV | ISHARES TR | 6.7K | $4.4M | $5.1M | 1.26% | -370 | 2026-03-31 |
| 19 | DGRO | ISHARES TR | 58.0K | $4.1M | $4.5M | 1.12% | -- | 2026-03-31 |
| 20 | XLY | SELECT SECTOR SPDR TR | 33.5K | $3.7M | $3.9M | 0.97% | -407 | 2026-03-31 |
| 21 | EEM | ISHARES TR | 60.0K | $3.4M | $3.8M | 0.96% | +16.0K | 2026-03-31 |
| 22 | XLB | SELECT SECTOR SPDR TR | 67.4K | $3.4M | $3.4M | 0.84% | +9.9K | 2026-03-31 |
| 23 | XLI | SELECT SECTOR SPDR TR | 20.6K | $3.3M | $3.7M | 0.92% | -959 | 2026-03-31 |
| 24 | AVGO | BROADCOM INC | 9.4K | $2.9M | $3.7M | 0.91% | -1,517 | 2026-03-31 |
| 25 | AGG | ISHARES TR | 28.2K | $2.8M | $2.7M | 0.68% | -839 | 2026-03-31 |
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