Fund HoldingsMeasured Wealth Private Client Group, LLC

Total Portfolio Value
$334.19M
Total Bought
$29.12M
Total Sold
$25.38M
Net Transaction
+$3.74M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
058,628+58,628014,8464.44%+14,846
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0145,179+145,179026,3857.90%+26,385
NVIDIA CORPORATION(NVDA)034,032+34,03205,3771.61%+5,377
SPDR S&P 500 ETF TR(SPY)026,283+26,283016,2394.86%+16,239
BROADCOM INC(AVGO)011,317+11,31703,1200.93%+3,120
SELECT SECTOR SPDR TR
ST STR SVC ETF
69,48071,542+2,0626,7017,7642.32%+1,063
EXELON CORP(EXC)021,669+21,66909410.28%+941
NATIONAL FUEL GAS CO(NFG)010,338+10,33808760.26%+876
MICROSOFT CORP(MSFT)06,602+6,60203,2840.98%+3,284
ALTRIA GROUP INC(MO)014,494+14,49408500.25%+850
VANGUARD WHITEHALL FDS173,313173,799+48622,35023,1696.93%+819
VERIZON COMMUNICATIONS INC(VZ)017,827+17,82707710.23%+771
BARRICK MNG CORP(B)033,434+33,43406960.21%+696
ISHARES TR
MSCI CHINA ETF
012,009+12,00906620.20%+662
SELECT SECTOR SPDR TR
ST STR UTIL ETF
052,242+52,24204,2661.28%+4,266
SPDR SERIES TRUST
ST STR P500VAL
528,939528,420-51927,01327,6588.28%+645
SPDR SERIES TRUST
ST STR P500GRW
070,304+70,30406,7012.01%+6,701
CAL MAINE FOODS INC(CALM)05,799+5,79905780.17%+578
SELECT SECTOR SPDR TR
ST STR FINL ETF
65,57572,943+7,3683,2663,8201.14%+554
ISHARES TR
CORE DIV GRWTH
51,07257,981+6,9093,1553,7071.11%+552
CAMBRIA ETF TR34,84845,264+10,4161,1061,6350.49%+529
SPDR GOLD TR(GLD)66,24064,324-1,91619,08619,6085.87%+521
ITRON INC(ITRI)03,940+3,94005190.16%+519
BANCO MACRO SA(BMA)07,365+7,36505170.15%+517
POPULAR INC(BPOP)04,585+4,58505050.15%+505
CITIGROUP INC(C)14,82218,218+3,3961,0521,5510.46%+499
JPMORGAN CHASE & CO.(JPM)6,9057,530+6251,6942,1830.65%+489
ISHARES TR07,917+7,91704,9161.47%+4,916
GRUPO CIBEST SA09,446+9,44604360.13%+436
NRG ENERGY INC(NRG)8,5217,649-8728131,2280.37%+415
META PLATFORMS INC(META)0558+55804120.12%+412
ISHARES TR012,307+12,30703,7461.12%+3,746
ISHARES SILVER TR(SLV)011,783+11,78303870.12%+387
EMCOR GROUP INC(EME)1,9862,063+777341,1030.33%+369
HARTFORD INSURANCE GROUP INC(HIG)02,848+2,84803610.11%+361
OMEGA HEALTHCARE INVS INC(OHI)09,784+9,78403590.11%+359
SYNCHRONY FINANCIAL(SYF)13,21715,776+2,5597001,0530.32%+353
TTM TECHNOLOGIES INC(TTMI)08,652+8,65203530.11%+353
BRIGHTSPRING HEALTH SVCS INC(BTSG)014,871+14,87103510.10%+351
INVESCO EXCHANGE TRADED FD T
NEXT GEN MEDIA
015,345+15,34509420.28%+942
KYNDRYL HLDGS INC(KD)07,859+7,85903300.10%+330
COMPANHIA DE SANEAMENTO BASI(SBS)014,560+14,56003200.10%+320
CREDICORP LTD(BAP)01,429+1,42903190.10%+319
COSTCO WHSL CORP NEW(COST)0307+30703040.09%+304
AXON ENTERPRISE INC(AXON)01,000+1,00008280.25%+828
HANCOCK WHITNEY CORPORATION(HWC)8,97613,266+4,2904717610.23%+291
FLEX LTD(FLEX)015,658+15,65807820.23%+782
SANMINA CORPORATION(SANM)3,4095,466+2,0572605350.16%+275
ALPHABET INC(GOOG)01,552+1,55202730.08%+273
CONSTELLATION ENERGY CORP(CEG)0846+84602730.08%+273
APPLOVIN CORP(APP)02,506+2,50608770.26%+877
UGI CORP NEW(UGI)20,04025,141+5,1016639160.27%+253
BANK AMERICA CORP04,983+4,98302360.07%+236
MGIC INVT CORP WIS(MTG)60,21561,889+1,6741,4921,7230.52%+231
JABIL INC(JBL)02,764+2,76406030.18%+603
COCA COLA CO(KO)03,152+3,15202230.07%+223
INTERACTIVE BROKERS GROUP IN(IBKR)012,876+12,87607130.21%+713
CARDINAL HEALTH INC(CAH)01,254+1,25402110.06%+211
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0926+92602100.06%+210
ISHARES TR01,529+1,52902060.06%+206
PNC FINL SVCS GROUP INC(PNC)01,094+1,09402040.06%+204
AMPHENOL CORP NEW05,998+5,99805920.18%+592
ADTALEM GLOBAL ED INC(CVSA)2,5273,560+1,0332544530.14%+199
INTERNATIONAL BUSINESS MACHS(IBM)1,6842,078+3944196120.18%+194
VIRTU FINL INC(VIRT)19,05920,467+1,4087279170.27%+190
SELECT SECTOR SPDR TR
ST STR MATER ETF
42,85644,109+1,2533,6853,8731.16%+188
UNUM GROUP(UNM)9,66812,033+2,3657889720.29%+184
AMAZON COM INC(AMZN)02,145+2,14504710.14%+471
ISHARES TR47,33249,682+2,3504,5324,7081.41%+176
EXELIXIS INC(EXEL)11,44613,558+2,1124235980.18%+175
TRAVELERS COMPANIES INC(TRV)2,0822,665+5835517130.21%+162
AERCAP HOLDINGS NV(AER)5,0805,716+6365196690.20%+150
CANADIAN IMPERIAL BK COMM(CM)13,17212,544-6287428880.27%+147
VANGUARD INDEX FDS05,167+5,16701,5700.47%+1,570
MORGAN STANLEY(MS)02,921+2,92104110.12%+411
VANGUARD INDEX FDS06,533+6,53301,8640.56%+1,864
MANULIFE FINL CORP(MFC)50,03852,822+2,7841,5591,6880.51%+130
GAP INC(GAP)40,84544,452+3,6078429690.29%+128
IAMGOLD CORP(IAG)85,89789,293+3,3965376560.20%+119
MUELLER INDS INC(MLI)010,075+10,07508010.24%+801
IRON MTN INC DEL(IRM)08,243+8,24308450.25%+845
DORMAN PRODS INC(DORM)3,9234,752+8294735830.17%+110
RTX CORPORATION(RTX)2,9183,396+4783874960.15%+109
CISCO SYS INC(CSCO)06,291+6,29104360.13%+436
PALOMAR HLDGS INC(PLMR)3,3483,669+3214595660.17%+107
JAZZ PHARMACEUTICALS PLC(JAZZ)3,3014,855+1,5544105150.15%+105
ENACT HLDGS INC28,41729,397+9809871,0920.33%+105
ALLISON TRANSMISSION HLDGS I(ALSN)8,1999,343+1,1447848870.27%+103
INGREDION INC(INGR)6,3307,057+7278569570.29%+101
MUELLER WTR PRODS INC(MWA)25,14630,779+5,6336397400.22%+101
VISA INC(V)01,094+1,09403880.12%+388
VANGUARD WORLD FD01,808+1,80806620.20%+662
SELECT SECTOR SPDR TR
ST STR STAPL ETF
118,125120,309+2,1849,6479,7412.91%+94
APPLIED INDL TECHNOLOGIES IN(AIT)04,654+4,65401,0820.32%+1,082
STRIDE INC(LRN)4,4224,450+285596460.19%+87
GENERAL DYNAMICS CORP(GD)745984+2392032870.09%+84
HOME DEPOT INC(HD)0955+95503500.10%+350
OLD REP INTL CORP(ORI)23,38825,898+2,5109179960.30%+78
ISHARES TR9,1849,381+1975095720.17%+62
ANALOG DEVICES INC(ADI)01,572+1,57203740.11%+374
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