Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Measured Wealth Private Client Group, LLC Stock Portfolio

Measured Wealth Private Client Group, LLC Performance:
2025 Q4: -2.05%YTD: 6.93%2024: 15.14%
Performance for 2025 Q4 is -2.05%, and YTD is 6.93%, 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 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Measured Wealth Private Client Group, LLC reported an equity portfolio of $378 Millions as of 31 Dec, 2025.

The top stock holdings of Measured Wealth Private Client Group, LLC are GLD, BIL, VIGI. The fund has invested 6.8% of it's portfolio in SPDR GOLD TR and 6.4% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off ADVANCED MICRO DEVICES INC (AMD), SPDR S&P MIDCAP 400 ETF TR (MDY) and FRANKLIN RESOURCES INC (BEN) stocks. They significantly reduced their stock positions in NEW JERSEY RES CORP (NJR), MATSON INC (MATX) and GRIFFON CORP (GFF). Measured Wealth Private Client Group, LLC opened new stock positions in HANOVER INS GROUP INC (THG), ALCOA CORP (AA) and DEUTSCHE BANK A G. The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), VANECK ETF TRUST (AFK) and DELL TECHNOLOGIES INC (DELL).

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 -2.05% in the last quarter. In trailing 12 months, it's portfolio return was 6.93%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
hanover ins group inc579,746
alcoa corp513,386
deutsche bank a g467,424
bread financial holdings inc411,755
elanco animal health inc394,826
invesco exch traded fd tr ii385,290
incyte corp375,030
five below inc324,544
New stocks bought by Measured Wealth Private Client Group, LLC

Additions

Ticker% Inc.
select sector spdr tr260,938
vaneck etf trust4,512
dell technologies inc4,397
ge aerospace1,467
ge vernova inc1,460
msc indl direct inc1,264
eversource energy1,135
rev group inc1,048
Additions to existing portfolio by Measured Wealth Private Client Group, LLC

Reductions

Ticker% Reduced
griffon corp-93.1
kyndryl hldgs inc-79.79
gap inc-79.13
virtu finl inc-79.08
thermo fisher scientific inc-78.82
ishares tr-76.79
ingredion inc-76.54
ares capital corp-72.4
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 69.7% of it's holdings in Others sector.

Sector%
Others69.7
Industrials7.8
Technology7.3
Financial Services5.9
Utilities2.3
Healthcare2.3
Consumer Cyclical1.5
Consumer Defensive1.2

Market Cap. Distribution

Measured Wealth Private Client Group, LLC has about 22.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED69.7
LARGE-CAP14.9
MEGA-CAP7.2
MID-CAP6.8
SMALL-CAP1.3

Stocks belong to which Index?

About 24.2% of the stocks held by Measured Wealth Private Client Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others75.8
S&P 50020.1
RUSSELL 20004.1
Top 5 Winners (%)%
BBAX
j p morgan exchange traded f
ARMP
armata pharmaceuticals inc
110.7 %
BMA
banco macro sa
82.1 %
AEO
american eagle outfitters in
54.1 %
GMED
globus med inc
50.9 %
Top 5 Winners ($)$
GLD
spdr gold tr
2.7 M
UPS
united parcel service inc
2.6 M
XLB
select sector spdr tr
2.0 M
BIL
spdr series trust
0.7 M
AFK
vaneck etf trust
0.5 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.6 %
american bitcoin corp.
-74.8 %
NOW
servicenow inc
-74.3 %
TPL
texas pacific land corporati
-60.0 %
healthy choice wellness corp
-50.0 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-12.3 M
XLB
select sector spdr tr
-4.1 M
XLB
select sector spdr tr
-2.3 M
XLB
select sector spdr tr
-2.0 M
LRN
stride inc
-0.3 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 717 stocks in it's portfolio. About 48.8% of the portfolio is in top 10 stocks. XLB 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: 10 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions