Measured Wealth Private Client Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$299M
Signature - Title
Edward Benway - CCO/Managing Member
Location
Portsmouth, NH
Summary
This page shows a list of all the recent 13F filings made by Measured Wealth Private Client Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Measured Wealth Private Client Group, LLC reported 179 stock holdings with total value $299M as of Q3 2024. Top holdings included RSP, SPYV, VYM, SPY, and SPMD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 179 $299M +$61M -$62.7M -$1.73M RSP, SPYV, VYM, SPY, SPMD 13F-HR 10/25/2024, 05:54 PM
Q2 2024 186 $285M +$25.1M -$26.5M -$1.4M SPYG, SPYV, SPMD, SPY, VYM 13F-HR 8/12/2024, 10:26 AM
Q1 2024 185 $286M +$16.8M -$25.8M -$9M SPYV, SPYG, SPMD, SPY, VYM 13F-HR 4/18/2024, 01:13 PM
Q4 2023 176 $271M +$12.2M -$13.8M -$1.56M SPYV, SPYG, SPMD, SPY, VYM 13F-HR 2/6/2024, 02:21 PM
Q3 2023 166 $249M +$9.47M -$15.3M -$5.79M SPYV, SPYG, SPMD, SPY, VYM 13F-HR 10/18/2023, 05:06 PM
Q2 2023 172 $263M +$26.2M -$36.7M -$10.6M SPYV, SPYG, SPMD, SPY, VYM 13F-HR 7/20/2023, 04:31 PM
Q1 2023 173 $260M +$14.5M -$8.04M +$6.46M SPYV, SPYG, SPY, VYM, SPMD 13F-HR 5/1/2023, 03:12 PM
Q4 2022 164 $243M +$25.9M -$24.4M +$1.47M SPYV, SPYG, VYM, SPY, SPMD 13F-HR 1/23/2023, 03:36 PM
Q3 2022 148 $226M +$46.6M -$36.1M +$10.5M SPYG, SPYV, SPY, VYM, SPMD 13F-HR 10/27/2022, 04:27 PM
Q2 2022 174 $226M +$30.4M -$36.9M -$6.45M SPYG, SPYV, VYM, SPMD, GLD 13F-HR 7/25/2022, 11:31 AM
Q1 2022 170 $272M +$20M -$21.8M -$1.78M SPYG, SPYV, SPMD, VYM, GLD 13F-HR 5/3/2022, 01:12 PM
Q4 2021 159 $283M +$13.7M -$13.9M -$197K SPYG, SPYV, SPMD, VYM, FPE 13F-HR 1/28/2022, 02:48 PM
Q3 2021 154 $260M +$25.9M -$77.1M -$51.2M SPYG, SPYV, SPMD, VYM, FPE 13F-HR 11/1/2021, 02:03 PM
Q2 2021 168 $314M +$19.9M -$3.79M +$16.1M SPYV, SPYG, SPMD, VYM, DJP 13F-HR 8/5/2021, 03:36 PM
Q1 2021 158 $282M +$30.3M -$6.71M +$23.6M SPYV, SPYG, SPMD, VYM, DJP 13F-HR 5/4/2021, 12:33 PM
Q4 2020 132 $240M +$17.3M -$11.4M +$6M SPYV, SPYG, SPMD, VYM, FPE 13F-HR 1/20/2021, 09:35 AM
Q3 2020 135 $207M +$38.5M -$10.7M +$27.8M SPYV, SPYG, SPMD, VYM, FPE 13F-HR 10/15/2020, 09:25 AM
Q2 2020 123 $171M +$37.1M -$14.5M +$22.6M SPYG, SPYV, SPMD, VYM, FPE 13F-HR 8/3/2020, 01:57 PM
Q1 2020 103 $128M +$16.7M -$7.24M +$9.49M SPYV, SPYG, VYM, SPMD, FPE 13F-HR 4/22/2020, 09:30 AM
Q4 2019 104 $150M +$29.4M -$43.5M -$14.1M SPYV, SPYG, VYM, SPMD, FPE 13F-HR 1/15/2020, 01:05 PM
Q3 2019 134 $155M +$60.8M -$80.9M -$20M SPYG, SPYV, VYM, SPLV, IVV 13F-HR 10/11/2019, 09:19 AM
Q2 2019 201 $173M +$32.5M -$25.7M +$6.79M IVV, VYM, OEF, BND, BIV 13F-HR 7/26/2019, 03:50 PM
Q1 2019 175 $162M +$42.3M -$888K +$41.4M IVV, VYM, OEF, BND, BIV 13F-HR 5/7/2019, 12:30 PM
Q4 2018 104 $110M +$4.35M -$48.5M -$44.1M IVV, VYM, BND, OEF, BIV 13F-HR 2/7/2019, 09:21 AM
Q3 2018 836 $166M +$39.3M -$2.61M +$36.7M IVV, VYM, OEF, BND, BIV 13F-HR 11/14/2018, 03:29 PM
Q2 2018 139 $123M $0 $0 IVV, VYM, BND, OEF, BIV 13F-HR 8/14/2018, 05:04 PM
Q3 2017 45 $73.1M $0 $0 IVV, VYM, BND, OEF, BIV 13F-HR 2/15/2018, 12:30 PM