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Portfolio (Quarterly) Guide ↗

Measured Wealth Private Client Group, LLC

· CIK 0001720235
13F Portfolio $378M AUM 732 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 103 New 126 Added 216 Reduced 56 Exited
Page 33 of 37  ·  732 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 USHY ISHARES TR 57.0 $2K 0.00% NEW $37.40 -1.1%
642 SCHD SCHWAB STRATEGIC TR 76.0 $2K 0.00% NEW $27.43 +19.7%
643 HII HUNTINGTON INGALLS INDS INC Industrials 6.0 $2K 0.00% $340.00 -5.7%
644 VOD VODAFONE GROUP PLC NEW Communication Services 150.0 $2K 0.00% $13.21 +13.1%
645 VLO VALERO ENERGY CORP Energy 12.0 $2K 0.00% $162.75 +51.7%
646 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 74.0 $2K 0.00% $26.36 -37.3%
647 KHC KRAFT HEINZ CO Consumer Defensive 80.0 $2K 0.00% $24.25 -1.9%
648 ALV AUTOLIV INC Consumer Cyclical 16.0 $2K 0.00% $118.69 +3.4%
649 NFLX NETFLIX INC Communication Services 20.0 $2K +18.0 +900.0% $93.75 -5.5%
650 HYG ISHARES TR 23.0 $2K -37.0 -61.7% $80.61 -0.9%
651 MATX MATSON INC Industrials 15.0 $2K -294.0 -95.2% $123.53 +47.2%
652 OGN ORGANON & CO Healthcare 254.0 $2K $7.17 +87.3%
653 SMCI SUPER MICRO COMPUTER INC Technology 60.0 $2K NEW $29.27 +21.6%
654 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 200.0 $2K $8.76 -32.8%
655 ALGN ALIGN TECHNOLOGY INC Healthcare 11.0 $2K -130.0 -92.2% $156.18 +4.8%
656 FLTR VANECK ETF TRUST 65.0 $2K NEW $25.48 +0.4%
657 PCAR PACCAR INC Industrials 15.0 $2K $109.53 -0.2%
658 SCHV SCHWAB STRATEGIC TR 55.0 $2K NEW $29.62 +12.5%
659 SHOP SHOPIFY INC Technology 10.0 $2K NEW $161.00 -36.0%
660 COP CONOCOPHILLIPS Energy 17.0 $2K $93.59 +28.7%
Page 33 of 37  ·  732 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.9%
Industrials 18.5%
Technology 17.4%
Healthcare 5.7%
Utilities 3.8%
Consumer Cyclical 3.7%
Basic Materials 2.6%
Consumer Defensive 2.6%
Energy 1.8%
Real Estate 1.0%