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Measured Wealth Private Client Group, LLC

All holdings · as of Dec 31, 2025

732 positions

CompanyClassValueShares% of portfolio
OLD REPUBLIC INTERNATIONAL CORP—$1.07M23,4270.3%
EMCOR Group Inc—$1.05M1,7140.3%
EVERSOURCE ENERGY—$1.04M15,4100.3%
NATIONAL FUEL GAS CO—$1.04M12,9540.3%
CVS HEALTH Corp—$1.03M12,9470.3%
DIMENSIONAL ETF TRUST—$1.00M13,5480.3%
MUELLER INDUSTRIES INC—$961.8K8,3780.3%
CANADIAN IMPERIAL BANK OF COMMERCE /CAN—$941.2K10,3870.2%
LINCOLN NATIONAL CORP—$922.2K20,7090.2%
UGI CORP /PA—$913.5K24,4050.2%
HANCOCK WHITNEY CORP—$898.6K14,1110.2%
KROGER CO—$845.4K13,5310.2%
FLEX LTD.—$841.2K13,9230.2%
ISHARES SILVER TR—$822.4K12,7660.2%
AMPHENOL CORP /DE—$810.6K5,9980.2%
POPULAR, INC.—$788.0K6,3280.2%
Interactive Brokers Group Inc—$762.7K11,8590.2%
AerCap Holdings N.V.—$761.1K5,2940.2%
BERKSHIRE HATHAWAY INC DEL—$754.8K10.2%
First BanCorp/Puerto Rico—$732.2K35,3230.2%
TRAVELERS COMPANIES, INC.—$724.3K2,4970.2%
EXXON MOBIL CORP—$697.3K5,7940.2%
JOHNSON & JOHNSON—$694.9K3,3580.2%
VANGUARD WORLD FD—$681.2K1,6500.2%
Federated Hermes Inc—$677.5K13,0120.2%
HARTFORD INSURANCE GROUP, INC.—$677.3K4,9150.2%
Jazz Pharmaceuticals PLC—$670.3K3,9430.2%
DIMENSIONAL ETF TRUST—$656.4K9,4210.2%
AZZ INC—$649.8K6,0630.2%
SANMINA CORP—$634.9K4,2310.2%
East West Bancorp Inc—$633.9K5,6400.2%
JABIL INC—$630.3K2,7640.2%
BrightSpring Health Services, Inc.—$628.3K16,7760.2%
TTM Technologies Inc—$626.6K9,0810.2%
MERCURY GENERAL CORP—$617.4K6,5640.2%
Medtronic plc—$614.8K6,4000.2%
Dell Technologies Inc.—$611.4K4,8570.2%
Garrett Motion Inc.GTXCommon Stock$609.3K34,9560.2%
OMEGA HEALTHCARE INVESTORS INC—$585.4K13,2030.2%
HANOVER INSURANCE GROUP, INC.—$579.7K3,1720.2%
Axon Enterprise Inc—$567.9K1,0000.2%
MANULIFE FINL CORP—$558.9K15,4050.1%
Iron Mountain Inc—$541.2K6,5250.1%
Axis Capital Holdings Ltd—$528.7K4,9370.1%
INVESCO EXCHANGE TRADED FD T—$528.3K8,8680.1%
Alcoa Corp—$513.4K9,6610.1%
Amazon.com Inc—$503.6K2,1820.1%
AbbVie Inc.—$500.8K2,1920.1%
Grupo Cibest S.A.CIBADR$498.8K7,8410.1%
CREDICORP LTD.—$485.0K1,6900.1%
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