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Latest Measured Wealth Private Client Group, LLC Stock Portfolio

Measured Wealth Private Client Group, LLC Performance:
2025 Q3: 5.47%YTD: 9.17%2024: 15.14%
Performance for 2025 Q3 is 5.47%, and YTD is 9.17%, and 2024 is 15.14%.

About Measured Wealth Private Client Group, LLC and 13F Hedge Fund Stock Holdings

Measured Wealth Private Client Group, LLC is a hedge fund based in PORTSMOUTH, NH. On 09-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $384.7 Millions. In it's latest 13F Holdings report, Measured Wealth Private Client Group, LLC reported an equity portfolio of $371 Millions as of 30 Sep, 2025.

The top stock holdings of Measured Wealth Private Client Group, LLC are BIL, CSD, VIGI. The fund has invested 7.9% of it's portfolio in SPDR SERIES TRUST and 7.7% of portfolio in INVESCO EXCHANGE TRADED FD T.

The fund managers got completely rid off LAS VEGAS SANDS CORP (LVS), CITIZENS FINL GROUP INC (CFG) and AGNC INVT CORP (AGNC) stocks. They significantly reduced their stock positions in GAP INC (GPS), ALLISON TRANSMISSION HLDGS I (ALSN) and LENNAR CORP (LEN). Measured Wealth Private Client Group, LLC opened new stock positions in CVS HEALTH CORP (CVS), FEDERATED HERMES INC (FHI) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to KROGER CO (KR), KYNDRYL HLDGS INC (KD) and ISHARES TR (AMPS).

Measured Wealth Private Client Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Measured Wealth Private Client Group, LLC made a return of 5.47% in the last quarter. In trailing 12 months, it's portfolio return was 8.67%.

New Buys

Ticker$ Bought
cvs health corp717,939
federated hermes inc614,332
ishares tr582,434
azz inc534,846
mercury genl corp new532,418
virgin galactic holdings inc386,046
openlane inc300,550
celestica inc288,511
New stocks bought by Measured Wealth Private Client Group, LLC

Additions

Ticker% Inc.
kroger co94.75
kyndryl hldgs inc76.14
ishares tr55.23
cal maine foods inc33.26
brightspring health svcs inc30.67
popular inc22.68
cardinal health inc22.41
hartford insurance group inc21.31
Additions to existing portfolio by Measured Wealth Private Client Group, LLC

Reductions

Ticker% Reduced
gap inc-89.69
allison transmission hldgs i-84.6
lennar corp-77.9
banco macro sa-77.68
viatris inc-75.93
general mtrs co-69.52
eli lilly & co-64.09
international paper co-60.74
Measured Wealth Private Client Group, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Measured Wealth Private Client Group, LLC

Sector Distribution

Measured Wealth Private Client Group, LLC has about 70.5% of it's holdings in Others sector.

Sector%
Others70.5
Technology7.4
Industrials7.2
Financial Services5.4
Healthcare2.1
Consumer Cyclical1.8
Consumer Defensive1.7
Utilities1.6

Market Cap. Distribution

Measured Wealth Private Client Group, LLC has about 21.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED70.6
LARGE-CAP14.2
MID-CAP7.4
MEGA-CAP7.2

Stocks belong to which Index?

About 23.5% of the stocks held by Measured Wealth Private Client Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others76.5
S&P 50019.4
RUSSELL 20004.1
Top 5 Winners (%)%
APP
applovin corp
98.3 %
iamgold corp
70.2 %
barrick mng corp
53.6 %
TTMI
ttm technologies inc
37.0 %
GOOG
alphabet inc
28.8 %
Top 5 Winners ($)$
GLD
spdr gold tr
3.3 M
XLB
select sector spdr tr
1.7 M
BIL
spdr series trust
1.6 M
VIGI
vanguard whitehall fds
1.3 M
SPY
spdr s&p 500 etf tr
1.3 M
Top 5 Losers (%)%
BMA
banco macro sa
-24.3 %
KD
kyndryl hldgs inc
-23.8 %
VIRT
virtu finl inc
-20.7 %
PLMR
palomar hldgs inc
-17.4 %
UPS
united parcel service inc
-17.3 %
Top 5 Losers ($)$
UPS
united parcel service inc
-2.9 M
XLB
select sector spdr tr
-0.3 M
VIRT
virtu finl inc
-0.2 M
KD
kyndryl hldgs inc
-0.1 M
BMA
banco macro sa
-0.1 M

Measured Wealth Private Client Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Measured Wealth Private Client Group, LLC

Measured Wealth Private Client Group, LLC has 682 stocks in it's portfolio. About 51.1% of the portfolio is in top 10 stocks. UPS proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for Measured Wealth Private Client Group, LLC last quarter.

Last Reported on: 14 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions