$150 Million is the total value of Measured Wealth Private Client Group, LLC's 104 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDYV | New | SPDR SERIES TRUSTs&p 400 mdcp val | $802,000 | – | 14,647 | +100.0% | 0.54% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $783,000 | – | 2,086 | +100.0% | 0.52% | – |
| SLYV | New | SPDR SERIES TRUSTs&p 600 smcp val | $635,000 | – | 9,659 | +100.0% | 0.42% | – |
| TSLA | New | TESLA INC | $540,000 | – | 1,292 | +100.0% | 0.36% | – |
| SDS | New | PROSHARES TRultrashrt s&p500 | $521,000 | – | 20,965 | +100.0% | 0.35% | – |
| IP | New | INTL PAPER CO | $400,000 | – | 8,696 | +100.0% | 0.27% | – |
| SUPN | New | SUPERNUS PHARMACEUTICALS INC | $290,000 | – | 12,216 | +100.0% | 0.19% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $258,000 | – | 876 | +100.0% | 0.17% | – |
| BAC | New | BANK AMER CORP | $253,000 | – | 7,170 | +100.0% | 0.17% | – |
| VSH | New | VISHAY INTERTECHNOLOGY INC | $224,000 | – | 10,539 | +100.0% | 0.15% | – |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $216,000 | – | 3,130 | +100.0% | 0.14% | – |
| PLX | New | PROTALIX BIOTHERAPEUTICS INC | $125,000 | – | 38,116 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS INC HIGH DIV YLD | 23 | Q3 2023 | 13.0% |
| ISHARES TR CORE S&P500 ETF | 23 | Q3 2023 | 14.5% |
| ISHARES TR S&P 100 ETF | 23 | Q3 2023 | 8.5% |
| SPDR TR S&P 500 ETF TR | 23 | Q3 2023 | 7.6% |
| SELECT SECTOR SPDR TRUST HEALTH CARE SELECT INDEX | 23 | Q3 2023 | 4.0% |
| APPLE INC COM | 23 | Q3 2023 | 2.3% |
| VANGUARD TOTAL STOCK MARKET ETF | 23 | Q3 2023 | 4.5% |
| MICROSOFT CORP COM | 23 | Q3 2023 | 1.3% |
| VANGUARD MID CAP ETF | 23 | Q3 2023 | 3.0% |
| VANGUARD LARGE CAP ETF | 23 | Q3 2023 | 2.4% |
View Measured Wealth Private Client Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-28 |
View Measured Wealth Private Client Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.