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MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $366M
1-Year Est. Return 21.68%
This Fund
S&P 500
This Quarter Est. Return
+7.38%
1 Year Est. Return
+21.68%
3 Year Est. Return
+68.11%
5 Year Est. Return
+79.07%
10 Year Est. Return
–
AUM
$334M
AUM Growth
+$22.7M
Cap. Flow
+$4.51M
Cap. Flow %
1.35%
Top 10 Hldgs %
53.35%
Holding
198
New
28
Increased
72
Reduced
59
Closed
19

Top Buys

Rank Stock Value
1
EXC icon
Exelon
EXC
+$965K
2
MO icon
Altria Group
MO
+$851K
3
NFG icon
National Fuel Gas
NFG
+$834K
4
VZ icon
Verizon
VZ
+$772K
5
B
Barrick Mining
B
+$654K

Top Sells

Rank Stock Value
1
JHG
Janus Henderson
JHG
+$833K
2
UHS icon
Universal Health Services
UHS
+$754K
3
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$741K
4
AYI icon
Acuity Brands
AYI
+$738K
5
SF
Stifel
SF
+$735K

Sector Composition

Rank Sector Weight
1 Industrials 7.83%
2 Financials 7.72%
3 Technology 6.99%
4 Consumer Discretionary 2.16%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
101
UnitedHealth
UNH
$387B
$491K 0.15%
1,573
+167
+12% +$63.8K
AXS icon
102
AXIS Capital
AXS
$8.46B
$489K 0.15%
4,710
-5
-0.1% -$498
ABBV icon
103
AbbVie
ABBV
$450B
$476K 0.14%
2,567
-15
-0.6% -$2.79K
MCK icon
104
McKesson
MCK
$98.5B
$473K 0.14%
646
-55
-8% -$38.8K
KR icon
105
Kroger
KR
$36B
$473K 0.14%
6,590
-597
-8% -$41.2K
AMZN icon
106
Amazon
AMZN
$2.66T
$471K 0.14%
2,145
+632
+42% +$125K
CVSA
107
Covista Inc
CVSA
$4.02B
$453K 0.14%
3,560
+1,033
+41% +$122K
DOV icon
108
Dover
DOV
$28.8B
$448K 0.13%
2,443
– –
ADP icon
109
Automatic Data Processing
ADP
$102B
$442K 0.13%
1,432
– –
EBAY icon
110
eBay
EBAY
$49.8B
$441K 0.13%
5,918
-378
-6% -$26.8K
CSCO icon
111
Cisco
CSCO
$441B
$436K 0.13%
6,291
+978
+18% +$60.1K
CIB icon
112
Grupo Cibest SA
CIB
$19.1B
$436K 0.13%
9,446
-102
-1% -$4.24K
LIN icon
113
Linde
LIN
$237B
$425K 0.13%
906
-2
-0.2% -$913
META icon
114
Meta Platforms (Facebook)
META
$1.64T
$412K 0.12%
+558
New +$345K
MS icon
115
Morgan Stanley
MS
$339B
$411K 0.12%
2,921
+567
+24% +$69.6K
LOW icon
116
Lowe's Companies
LOW
$117B
$406K 0.12%
1,831
– –
GM icon
117
General Motors
GM
$68.6B
$394K 0.12%
8,004
-8,758
-52% -$415K
V icon
118
Visa
V
$682B
$388K 0.12%
1,094
+270
+33% +$94.1K
SLV icon
119
iShares Silver Trust
SLV
$27.1B
$387K 0.12%
+11,783
New +$360K
ACN icon
120
Accenture
ACN
$87.9B
$380K 0.11%
1,271
+72
+6% +$21.9K
VOO icon
121
Vanguard S&P 500 ETF
VOO
$974B
$378K 0.11%
665
– –
ADI icon
122
Analog Devices
ADI
$183B
$374K 0.11%
1,572
– –
CNA icon
123
CNA Financial
CNA
$14.1B
$371K 0.11%
7,970
-7,391
-48% -$351K
PFF icon
124
iShares Preferred and Income Securities ETF
PFF
$13.3B
$364K 0.11%
11,865
+3
+0% +$90
HIG icon
125
Hartford Financial Services
HIG
$38.4B
$361K 0.11%
+2,848
New +$354K
3 4
5
6 7

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RAM
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LP
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TB
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CGC
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CVA
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Measured Wealth Private Client Group's Q2 2025 Portfolio in Review

As of Q2 2025, Measured Wealth Private Client Group held 198 positions worth $334M, up 7.3% from $312M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Measured Wealth Private Client Group's Q2 2025 filing shows 28 new, 72 increased, 59 reduced and 19 closed positions. Its largest new stake was Exelon: 21,669 shares worth $941K. The largest sale was Janus Henderson, an estimated $833K.

By sector, the portfolio is most concentrated in Industrials at 7.8% of assets, down from 8.7% a quarter earlier, followed by Financials and Technology.

  • Measured Wealth Private Client Group's largest Q2 2025 buy was Exelon: 21,669 shares worth $941K.
  • Measured Wealth Private Client Group added most to State Street Utilities Select Sector SPDR ETF in Q2 2025, an estimated $506K increase.
  • Measured Wealth Private Client Group's biggest Q2 2025 reduction was Janus Henderson, cutting an estimated $833K.
  • Measured Wealth Private Client Group fully exited Universal Health Services in Q2 2025, selling an estimated $754K.
  • Measured Wealth Private Client Group's ten largest holdings make up 53% of its $334M portfolio in Q2 2025.
  • Measured Wealth Private Client Group opened 28 new positions and closed 19 in Q2 2025.
  • Measured Wealth Private Client Group's portfolio value rose 7.3% quarter-over-quarter to $334M.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2025, filed 13 Aug 2025.