Measured Wealth Private Client Group, LLC
Top Portfolio Positions
573 positions ·
$157,460,347 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
60,432 | $26,003,285 | 16.51% | |
| UPS |
United Parcel Service Inc
Industrials
|
169,006 | $16,626,810 | 10.56% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,418 | $11,977,962 | 7.61% | |
| NVDA |
Nvidia Corp
Technology
|
33,120 | $5,776,128 | 3.67% | |
| AAPL |
Apple Inc.
Technology
|
20,762 | $5,269,187 | 3.35% | |
| AVGO |
Broadcom Inc.
Technology
|
9,385 | $2,904,751 | 1.84% | |
| MSFT |
Microsoft Corp
Technology
|
5,745 | $2,126,626 | 1.35% | |
| C |
Citigroup Inc
Financial Services
|
14,765 | $1,674,498 | 1.06% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
25,075 | $1,520,798 | 0.97% | |
| EXC |
Exelon Corp
Utilities
|
28,440 | $1,394,128 | 0.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IIM
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,221 | 1,334 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,434 | 1,334 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,741 | 1,334 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||