Measured Wealth Private Client Group, LLC
CIK 1720235 · Holdings on Dec 31, 2023 · First reported Feb 6, 2024
Top ten holdings
Q4 2023- SPYV12.42%
- SPYG10.88%
- SPMD8.29%
- SPY6.20%
- VYM5.52%
- XLV3.83%
- GLD3.00%
- XLK2.55%
- AGG2.05%
- TLT2.03%
Share classes counted separately56.77%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYVSS SPDR P S&P 500 VALUE ETFPRTFLO S&P500 VL View history and evidence | $33.72M | 12.42% | 723.03K shares | — | ↗▾ | |
| 02 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $29.54M | 10.88% | 453.97K shares | — | ↗▾ | |
| 03 | SPMDSS SPDR P S&P 400 MIDCAP ETFPORTFOLIO S&P400 View history and evidence | $22.49M | 8.29% | 461.70K shares | — | ↗▾ | |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $16.82M | 6.20% | 35.38K shares | — | ↗▾ | |
| 05 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $14.99M | 5.52% | 134.25K shares | — | ↗▾ | |
| 06 | XLVSS HEALTH CARE SELECT SECTORSBI HEALTHCARE View history and evidence | $10.39M | 3.83% | 76.19K shares | — | ↗▾ | |
| 07 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $8.14M | 3.00% | 42.56K shares | — | ↗▾ | |
| 08 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $6.92M | 2.55% | 35.96K shares | — | ↗▾ | |
| 09 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $5.56M | 2.05% | 56.06K shares | — | ↗▾ | |
| 10 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $5.51M | 2.03% | 55.68K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 17
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BDC BELDEN INC | Non-derivative | — | — | SEC filing ↗ | |
| CPA COPA HOLDINGS SA-CLASS A | Non-derivative | — | — | SEC filing ↗ | |
| SLV ISHARES SILVER TRUST | Non-derivative | — | — | SEC filing ↗ |
3 / 17 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1720235 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 6, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 271422721
}Research all 176 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.