Holdings of Measured Wealth Private Client Group, LLC

Name: Holdings of Measured Wealth Private Client Group, LLC
Creator: Titelia

639 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 50.5 % of the equity sleeve

Sector breakdown

Industrials 6.5 %
Technology 6.0 %
Financials 2.9 %
Funds 2.1 %
Health care 2.0 %
Utilities 1.5 %
Consumer staples 1.2 %
Consumer discretionary 0.7 %
Energy 0.5 %
Materials 0.5 %
Communication 0.3 %
Real estate 0.2 %
Unattributed 75.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.5 %
BR 0.4 %
GB 0.1 %
TW 0.0 %
NL 0.0 %
MX 0.0 %
FR 0.0 %
IN 0.0 %
BE 0.0 %
IL 0.0 %
KY 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	617	350.8M $	99.50 %
2	BR	3	1.2M $	0.35 %
3	GB	7	184.8K $	0.05 %
4	TW	1	171.3K $	0.05 %
5	NL	1	87.2K $	0.02 %
6	MX	1	44.4K $	0.01 %
7	FR	1	29.4K $	0.01 %
8	IN	3	6.2K $	0.00 %
9	BE	1	3.5K $	0.00 %
10	IL	2	52 $	0.00 %
11	KY	2	41 $	0.00 %

Positions

Rank	Company	Shares	Value
101	Iron Mountain Inc	4,366	445.9K $
102	iShares Preferred and Income S	14,532	440.6K $
103	Cisco Systems, Inc.	5,607	435K $
104	Lowe's Cos Inc	1,831	432.6K $
105	Vanguard S&P 500 ETF	711	425K $
106	Axon Enterprise Inc	1,000	424.7K $
107	AppLovin Corp	1,029	409.5K $
108	iPath Bloomberg Commodity Index Total Return ETN	8,273	398.3K $
109	Vanguard Mid-Cap ETF	1,375	395K $
110	NextEra Energy Inc	4,220	392K $
111	PepsiCo Inc	2,512	390.1K $
112	Morgan Stanley	2,207	363.3K $
113	UnitedHealth Group Inc	1,331	360.2K $
114	Berkshire Hathaway Inc	702	336.5K $
115	TIM SA/Brazil	12,542	332.2K $
116	L3Harris Technologies Inc	959	331K $
117	MGIC Investment Corp	12,411	325.8K $
118	Axia Energia	28,599	322.6K $
119	Jackson Financial Inc	3,012	318.4K $
120	Amgen Inc	905	318.4K $
121	Aflac Inc	2,863	314.1K $
122	Virgin Galactic Holdings Inc	125,490	304.9K $
123	Lockheed Martin Corp	504	304.6K $
124	General Motors Co	4,073	303.4K $
125	Merck & Co Inc	2,518	302.9K $
126	Phillips 66	1,617	294.6K $
127	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	1,354	291.2K $
128	Automatic Data Processing Inc	1,427	289.9K $
129	Gilead Sciences Inc	2,072	288.8K $
130	Blackrock Inc	294	282.7K $
131	Cboe Global Markets Inc	996	279.9K $
132	iShares Core MSCI EAFE ETF	3,072	278.1K $
133	Tyler Technologies Inc	810	277.3K $
134	Edison International	3,757	274.9K $
135	Archer-Daniels-Midland Co	3,630	263.9K $
136	Newmont Corp	2,416	261.5K $
137	Norfolk Southern Corp	895	256.9K $
138	State Street Corp	2,024	256.2K $
139	General Dynamics Corp	745	255.7K $
140	Camden National Corp	5,307	251.8K $
141	Illinois Tool Works Inc	961	250.1K $
142	Air Products and Chemicals Inc	852	247.5K $
143	AT&T Inc	8,272	239.8K $
144	Northern Trust Corp	1,708	238.4K $
145	Motorola Solutions Inc	549	238.3K $
146	Procter & Gamble Co/The	1,642	237.2K $
147	Primoris Services Corp	1,656	236.9K $
148	Freeport-McMoRan Inc	4,029	236.8K $
149	Rush Enterprises Inc	3,582	236.8K $
150	Comfort Systems USA Inc	170	234.4K $
151	eBay Inc	2,575	234.4K $
152	United Bankshares Inc/WV	5,631	233.2K $
153	Abbott Laboratories	2,241	230.1K $
154	McDonald's Corp.	739	229.5K $
155	PNC Financial Services Group Inc/The	1,094	227.7K $
156	Alphabet Inc	785	225.7K $
157	iShares Core S&P Total U.S. Stock Market ETF	1,529	217.8K $
158	Cummins Inc	395	212.5K $
159	Terex Corp	3,578	211.5K $
160	SPDR SERIES TRUST	2,194	207.5K $
161	Home Depot Inc/The	629	206.9K $
162	Synchrony Financial	2,982	202.9K $
163	Visa Inc	665	201K $
164	Nucor Corp	1,171	198K $
165	Targa Resources Corp	785	196.8K $
166	Southern Co/The	2,030	195.9K $
167	Wells Fargo & Co	2,295	182.7K $
168	iShares National Muni Bond ETF	1,715	182K $
169	Vanguard Value ETF	923	181.1K $
170	Snap-on Inc	498	180.9K $
171	Coca-Cola Co/The	2,375	180.6K $
172	iShares Trust	850	179.5K $
173	Verizon Communications Inc	3,572	179.3K $
174	Waste Management Inc	773	177.5K $
175	iShares Select Dividend ETF	1,163	176.1K $
176	Lincoln National Corp	4,957	176K $
177	Bank of New York Mellon Corp/The	1,483	175.9K $
178	Marathon Petroleum Corp	711	173.7K $
179	Taiwan Semiconductor Manufacturing Co Ltd	507	171.3K $
180	iShares Short-Term National Muni Bond ETF	1,577	168K $
181	WEC Energy Group Inc	1,412	163.5K $
182	iShares Russell 1000 Growth ETF	383	163.3K $
183	WW Grainger Inc	148	161.4K $
184	Costco Wholesale Corp	158	157.4K $
185	State Street SPDR S&P 600 Smal	1,616	156.1K $
186	Paychex Inc	1,674	154.2K $
187	Alphabet Inc	537	154K $
188	Texas Instruments Inc	775	150.5K $
189	HF Sinclair Corp	2,381	148.6K $
190	Yum! Brands Inc	938	145.8K $
191	Tesla Inc	391	145.4K $
192	CVS Health Corp	1,861	133.7K $
193	First Trust Exchange-Traded Fund III	7,515	133.4K $
194	SPDR Series Trust	5,913	132.4K $
195	Invesco S&P 500 Low Volatility	1,787	130.7K $
196	Chevron Corp	627	129.8K $
197	Old Republic International Corp	3,160	126.1K $
198	Meta Platforms Inc	211	120.9K $
199	Ares Capital Corp	6,691	120.6K $
200	iShares MSCI Emerging Markets Min Vol Factor ETF	1,850	119.8K $