Notify me when Measured Wealth Private Client Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 719 | $378,047,113 | +$60,193,933 | -$52,423,448 | +$7,770,485 | GLD, SPYV, VYM, XLV, XLK | 13F-HR | 10 Feb 2026, 10:44 |
| Q3 2025 | 685 | $371,015,238 | +$31,298,345 | -$14,673,119 | +$16,625,226 | SPYV, RSP, VYM, GLD, SPY | 13F-HR | 14 Nov 2025, 09:19 |
| Q2 2025 | 179 | $334,194,136 | +$21,698,585 | -$15,946,173 | +$5,752,412 | SPYV, RSP, VYM, GLD, UPS | 13F-HR | 13 Aug 2025, 08:56 |
| Q1 2025 | 170 | $311,504,781 | +$43,208,507 | -$35,768,265 | +$7,440,242 | SPYV, RSP, VYM, GLD, UPS | 13F-HR | 12 May 2025, 10:12 |
| Q4 2024 | 172 | $309,467,702 | +$32,856,566 | -$21,371,423 | +$11,485,143 | RSP, SPYV, VYM, GLD, SPY | 13F-HR | 27 Jan 2025, 16:52 |
| Q3 2024 | 179 | $298,984,253 | +$60,999,937 | -$62,727,985 | -$1,728,048 | RSP, SPYV, VYM, SPY, SPMD | 13F-HR | 25 Oct 2024, 17:54 |
| Q2 2024 | 186 | $284,656,409 | +$25,087,178 | -$26,489,307 | -$1,402,129 | SPYG, SPYV, SPMD, SPY, VYM | 13F-HR | 12 Aug 2024, 10:26 |
| Q1 2024 | 185 | $286,294,106 | +$16,798,145 | -$25,793,153 | -$8,995,008 | SPYV, SPYG, SPMD, SPY, VYM | 13F-HR | 18 Apr 2024, 13:13 |
| Q4 2023 | 176 | $271,422,721 | +$12,229,616 | -$13,788,036 | -$1,558,420 | SPYV, SPYG, SPMD, SPY, VYM | 13F-HR | 06 Feb 2024, 14:21 |
| Q3 2023 | 166 | $248,663,231 | +$9,472,366 | -$15,263,188 | -$5,790,822 | SPYV, SPYG, SPMD, SPY, VYM | 13F-HR | 18 Oct 2023, 17:06 |
| Q2 2023 | 172 | $263,264,462 | +$26,161,291 | -$36,718,920 | -$10,557,629 | SPYV, SPYG, SPMD, SPY, VYM | 13F-HR | 20 Jul 2023, 16:31 |
| Q1 2023 | 173 | $259,653,957 | +$14,499,665 | -$8,039,331 | +$6,460,334 | SPYV, SPYG, SPY, VYM, SPMD | 13F-HR | 01 May 2023, 15:12 |
| Q4 2022 | 164 | $242,876,091 | +$25,850,773 | -$24,379,083 | +$1,471,690 | SPYV, SPYG, VYM, SPY, SPMD | 13F-HR | 23 Jan 2023, 15:36 |
| Q3 2022 | 148 | $226,344,000 | +$46,588,437 | -$36,102,440 | +$10,485,997 | SPYG, SPYV, SPY, VYM, SPMD | 13F-HR | 27 Oct 2022, 16:27 |
| Q2 2022 | 174 | $226,484,000 | +$30,402,104 | -$36,852,197 | -$6,450,093 | SPYG, SPYV, VYM, SPMD, GLD | 13F-HR | 25 Jul 2022, 11:31 |
| Q1 2022 | 170 | $272,051,000 | +$20,007,979 | -$21,789,367 | -$1,781,388 | SPYG, SPYV, SPMD, VYM, GLD | 13F-HR | 03 May 2022, 13:12 |
| Q4 2021 | 159 | $282,984,000 | +$13,683,902 | -$13,881,374 | -$197,472 | SPYG, SPYV, SPMD, VYM, FPE | 13F-HR | 28 Jan 2022, 14:48 |
| Q3 2021 | 154 | $259,740,000 | +$25,874,073 | -$77,084,822 | -$51,210,749 | SPYG, SPYV, SPMD, VYM, FPE | 13F-HR | 01 Nov 2021, 14:03 |
| Q2 2021 | 168 | $314,188,000 | +$19,867,363 | -$3,788,258 | +$16,079,105 | SPYV, SPYG, SPMD, VYM, DJP | 13F-HR | 05 Aug 2021, 15:36 |
| Q1 2021 | 158 | $281,951,000 | +$30,299,855 | -$6,709,374 | +$23,590,481 | SPYV, SPYG, SPMD, VYM, DJP | 13F-HR | 04 May 2021, 12:33 |
| Q4 2020 | 132 | $240,092,000 | +$17,347,234 | -$11,351,669 | +$5,995,565 | SPYV, SPYG, SPMD, VYM, FPE | 13F-HR | 20 Jan 2021, 09:35 |
| Q3 2020 | 135 | $206,676,000 | +$38,460,438 | -$10,673,923 | +$27,786,515 | SPYV, SPYG, SPMD, VYM, FPE | 13F-HR | 15 Oct 2020, 09:25 |
| Q2 2020 | 123 | $171,400,000 | +$37,119,094 | -$14,533,848 | +$22,585,246 | SPYG, SPYV, SPMD, VYM, FPE | 13F-HR | 03 Aug 2020, 13:57 |
| Q1 2020 | 103 | $128,438,000 | +$16,730,379 | -$7,235,525 | +$9,494,854 | SPYV, SPYG, VYM, SPMD, FPE | 13F-HR | 22 Apr 2020, 09:30 |
| Q4 2019 | 104 | $149,949,000 | +$29,404,193 | -$43,512,522 | -$14,108,329 | SPYV, SPYG, VYM, SPMD, FPE | 13F-HR | 15 Jan 2020, 13:05 |
| Q3 2019 | 134 | $154,683,000 | +$60,825,240 | -$80,870,333 | -$20,045,093 | SPYG, SPYV, VYM, SPLV, IVV | 13F-HR | 11 Oct 2019, 09:19 |
| Q2 2019 | 201 | $173,202,000 | +$32,496,415 | -$25,706,170 | +$6,790,245 | IVV, VYM, OEF, BND, BIV | 13F-HR | 26 Jul 2019, 15:50 |
| Q1 2019 | 175 | $162,242,000 | +$42,298,085 | -$888,104 | +$41,409,981 | IVV, VYM, OEF, BND, BIV | 13F-HR | 07 May 2019, 12:30 |
| Q4 2018 | 104 | $110,281,000 | +$4,350,655 | -$48,481,038 | -$44,130,383 | IVV, VYM, BND, OEF, BIV | 13F-HR | 07 Feb 2019, 09:21 |
| Q3 2018 | 836 | $166,476,000 | +$39,300,888 | -$2,607,105 | +$36,693,783 | IVV, VYM, OEF, BND, BIV | 13F-HR | 14 Nov 2018, 15:29 |
| Q2 2018 | 139 | $122,817,000 | $0 | $0 | $0 | IVV, VYM, BND, OEF, BIV | 13F-HR | 14 Aug 2018, 17:04 |
| Q3 2017 | 45 | $73,147,000 | $0 | $0 | $0 | IVV, VYM, BND, OEF, BIV | 13F-HR | 15 Feb 2018, 12:30 |