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Measured Wealth Private Client Group, LLC

All holdings · as of Dec 31, 2025

732 positions

CompanyClassValueShares% of portfolio
TYLER TECHNOLOGIES, INC.$483.0K1,0640.1%
DOVER Corp$477.0K2,4430.1%
VANGUARD INDEX FDS$476.7K1,6420.1%
MCKESSON CORP$470.0K5730.1%
DEUTSCHE BANK A G$467.4K12,1220.1%
ANALOG DEVICES INC$456.7K1,6840.1%
RTX Corp$443.3K2,4170.1%
LOWES COMPANIES INC$441.6K1,8310.1%
UNITEDHEALTH GROUP INC$439.4K1,3310.1%
ISHARES TR$433.6K14,0050.1%
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESPSBSADR$427.8K17,9360.1%
Virgin Galactic Holdings, Inc$424.8K132,3420.1%
CNA FINANCIAL CORPCNACommon Stock$420.8K8,8150.1%
Bread Financial Holdings Inc$411.8K5,5620.1%
VERIZON COMMUNICATIONS INC$410.1K10,0690.1%
Morgan Stanley$409.6K2,3070.1%
CISCO SYSTEMS, INC.$406.1K5,2720.1%
LINDE PLC$398.2K9340.1%
OPENLANE Inc$397.1K13,3330.1%
Elanco Animal Health Inc$394.8K17,4470.1%
INVESCO EXCH TRADED FD TR II$385.3K4,5710.1%
VANGUARD INDEX FDS$381.9K6090.1%
PTC Therapeutics Inc$377.0K4,9630.1%
INCYTE CORP$375.0K3,7970.1%
AUTOMATIC DATA PROCESSING INC$368.4K1,4320.1%
PEPSICO INC$364.4K2,5390.1%
Warren E. Buffett$360.5K7170.1%
H&R Block Inc$359.5K8,2500.1%
SPDR SERIES TRUST$354.1K4,1830.1%
Vertiv Holdings Co$341.0K2,1050.1%
NEXTERA ENERGY INC$338.8K4,2200.1%
BRISTOL MYERS SQUIBB CO$336.2K6,2330.1%
INVESCO EXCHANGE TRADED FD T$335.4K2,4970.1%
CELESTICA INCCLSCommon Stock$330.8K1,1190.1%
Five Below Inc$324.5K1,7230.1%
BARCLAYS BANK PLC$323.5K8,6010.1%
AFLAC INC$315.7K2,8630.1%
CARDINAL HEALTH INC$315.7K1,5360.1%
BlackRock, Inc.$314.7K2940.1%
Accenture plc$311.5K1,1610.1%
Dorman Products, Inc.$302.6K2,4560.1%
Constellation Energy Corp$298.9K8460.1%
VANGUARD SPECIALIZED FUNDS$297.6K1,3540.1%
AMGEN INC$296.2K9050.1%
EBAY INC$295.8K3,3960.1%
L3HARRIS TECHNOLOGIES, INC. /DE$281.5K9590.1%
ABBOTT LABORATORIES$280.8K2,2410.1%
HAMILTON INSURANCE GROUP LTD$279.3K10,0100.1%
SiriusPoint Ltd$278.4K12,7190.1%
ISHARES TR$274.8K3,0720.1%
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