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Home > Institutional Investor > Measured Wealth Private Client Group, Llc > Profile

Instuitional Investor - Measured Wealth Private Client Group, Llc

Fund Profile
Filing Period:
Fund Name: Measured Wealth Private Client Group, Llc
Portfolio Value $311,504,781
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 528,939 $27,012,890 8.67%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 142,341 $24,657,760 7.92%
3.
Vanguard Whitehall Funds
 173,313 $22,350,400 7.17%
4.
Spdr Gold Trust
 GLD 66,240 $19,086,299 6.13%
5.
United Parcel Service Inc
 UPS 169,081 $18,597,219 5.97%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)