Back to Measured Wealth Private Client Group, LLC

Measured Wealth Private Client Group, LLC

All holdings · as of Dec 31, 2025

732 positions

CompanyClassValueShares% of portfolio
Tesla Inc$179.0K3980.0%
INTERNATIONAL BUSINESS MACHINES CORP$178.5K6030.0%
SOUTHERN CO$177.0K2,0300.0%
VANGUARD INDEX FDS$176.3K9230.0%
Alphabet Inc.$175.4K5590.0%
FIRST TR EXCH TRADED FD III$172.3K9,4570.0%
Marathon Petroleum Corp$171.6K1,0550.0%
Snap-on Inc$171.6K4980.0%
COCA COLA CO$171.3K2,4510.0%
WASTE MANAGEMENT INC$169.2K7700.0%
iShares MSCI UAE ETF$168.3K1,5770.0%
Taylor Morrison Home Corp$168.3K2,8580.0%
ISHARES TR$164.1K1,1630.0%
Meta Platforms Inc$162.6K2460.0%
Arthur J. Gallagher & Co.$161.2K6230.0%
UNUM GROUP$160.1K2,0660.0%
JANUS HENDERSON GROUP PLC$157.9K3,3200.0%
SPDR SERIES TRUST$155.6K1,6520.0%
ISHARES TR$150.1K7080.0%
W.W. GRAINGER, INC.$149.3K1480.0%
WEC ENERGY GROUP, INC.$148.9K1,4120.0%
REV GROUP INC$148.0K2,4340.0%
Targa Resources Corp$144.2K7810.0%
Virtu Financial, Inc.$143.5K4,3060.0%
Yum! Brands Inc$141.9K9380.0%
General Motors Co$141.6K1,7410.0%
ISHARES TR$138.3K1,2540.0%
COSTCO WHOLESALE CORP /NEW$136.3K1580.0%
SPDR SERIES TRUST$135.5K6,0440.0%
TEXAS INSTRUMENTS INC$134.5K7750.0%
APPLIED MATERIALS INC /DE$130.8K5090.0%
Frontdoor, Inc.$128.1K2,2210.0%
ELI LILLY & Co$127.9K1190.0%
INVESCO EXCH TRADED FD TR II$127.6K1,7870.0%
ISHARES INC$123.9K1,9350.0%
TORONTO DOMINION BK ONT$123.9K1,3150.0%
ITRON, INC.$123.5K1,3300.0%
STRIDE, INC.$122.7K1,8900.0%
ISHARES TR$114.8K1,1950.0%
Chubb Ltd$113.3K3630.0%
Acuity Inc$112.3K3120.0%
Becton Dickinson & Co$109.5K5640.0%
VANGUARD MUN BD FDS$105.2K2,0920.0%
DIMENSIONAL ETF TRUST$103.8K2,0810.0%
ISHARES TR$102.2K2,5910.0%
GE Vernova Inc.$102.0K1560.0%
Duke Energy Corp$101.4K8650.0%
Palomar Holdings, Inc.$100.5K7460.0%
CHEVRON CORP$95.6K6270.0%
ALLSTATE CORP$92.2K4430.0%
← PrevPage 5 of 15Next →