Measured Wealth Private Client Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$917K |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$701K |
| 3 |
CVS Health
CVS
|
+$653K |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$645K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$628K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Manulife Financial
MFC
|
+$928K |
| 2 |
GAP
The Gap Inc
GAP
|
+$862K |
| 3 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$851K |
| 4 |
Allison Transmission
ALSN
|
+$703K |
| 5 |
Unum
UNM
|
+$502K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.44% |
| 2 | Financials | 7.41% |
| 3 | Industrials | 7.3% |
| 4 | Healthcare | 2.3% |
| 5 | Consumer Discretionary | 1.86% |
Similar funds
Measured Wealth Private Client Group's Q3 2025 Portfolio in Review
As of Q3 2025, Measured Wealth Private Client Group held 696 positions worth $371M, up 11% from $334M the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Measured Wealth Private Client Group deployed $16M of net new capital in Q3 2025, opening 507 new positions and adding to 49 existing holdings. Its largest new stake was CVS Health: 9,523 shares worth $718K.
By sector, the portfolio is most concentrated in Technology at 7.4% of assets, up from 7% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was Manulife Financial, an estimated $928K trimmed.
- Measured Wealth Private Client Group's largest Q3 2025 buy was CVS Health: 9,523 shares worth $718K.
- Measured Wealth Private Client Group added most to Invesco S&P 500 Equal Weight ETF in Q3 2025, an estimated $917K increase.
- Measured Wealth Private Client Group's biggest Q3 2025 reduction was Manulife Financial, cutting an estimated $928K.
- Measured Wealth Private Client Group fully exited Brookline Bancorp in Q3 2025, selling an estimated $118K.
- Measured Wealth Private Client Group's ten largest holdings make up 51% of its $371M portfolio in Q3 2025.
- Measured Wealth Private Client Group opened 507 new positions and closed 1 in Q3 2025.
- Measured Wealth Private Client Group's portfolio value rose 11% quarter-over-quarter to $371M.
Based on Measured Wealth Private Client Group's 13F filing for Q3 2025, filed 14 Nov 2025.