Titelia

Holdings of Measured Wealth Private Client Group, LLC

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.

RankCountryLinesValueShare
1US617350.8M $99.50 %
2BR31.2M $0.35 %
3GB7184.8K $0.05 %
4TW1171.3K $0.05 %
5NL187.2K $0.02 %
6MX144.4K $0.01 %
7FR129.4K $0.01 %
8IN36.2K $0.00 %
9BE13.5K $0.00 %
10IL252 $0.00 %
11KY241 $0.00 %

Positions

RankCompanySharesValueWeight
201Arthur J Gallagher & Co 549118.8K $
202iShares MSCI EAFE ETF 1,195116.1K $
203Duke Energy Corp 865113.3K $
204iShares Trust 2,591110.3K $
205H&R Block Inc 3,316105.2K $
206Eli Lilly & Co 114104.9K $
207Vanguard Tax-Exempt Bond Index ETF 2,092104.4K $
208SPDR Series Trust 1,331101.9K $
209International Business Machines Corp. 415100.5K $
210Dimensional International Value ETF 1,904100.5K $
211Oracle Corp 66998.4K $
212iShares Trust 1,31797.9K $
213Caterpillar Inc 13394.3K $
214Diebold Nixdorf Inc 1,23993.5K $
215Honeywell International Inc 40892.2K $
216Allstate Corp/The 44391.9K $
217Becton Dickinson & Co 56488.7K $
218Invesco CurrencyShares Euro Cu 83188.7K $
219iShares Trust 80288K $
220ASML Holding NV 6687.2K $
221RBC Bearings Inc 15684.7K $
222Mondelez International Inc 1,46984.7K $
223Union Pacific Corp 32578.9K $
224Intuitive Surgical Inc 17178.8K $
225OGE Energy Corp 1,60777.1K $
226PulteGroup Inc 65376.8K $
227Walmart Inc 59473.9K $
228iShares Core S&P Small-Cap ETF 59373.7K $
229Beacon Financial Corp 2,33770.1K $
230Blackstone Inc 60469.4K $
231Emerson Electric Co. 52869.1K $
232Dell Technologies Inc 40666.6K $
233iShares Trust 56266.6K $
234Sanmina Corp 51366.5K $
235Diamondback Energy Inc 33566.3K $
236W R Berkley Corp 99065.6K $
237Consolidated Edison Inc 57565.1K $
238Globus Medical Inc 74964.5K $
239Pfizer Inc 2,28364.1K $
240iShares Bitcoin Trust ETF 1,66163.8K $
241BlackRock Enhanced Large Cap Core Fund Inc 3,02263.5K $
242Enpro Inc 25162.9K $
243Casey's General Stores Inc 8662.6K $
244Artisan Partners Asset Management Inc 1,72062.6K $
245Ensign Group Inc/The 30761.9K $
246Flowserve Corp 83461.3K $
247Apollo Global Management Inc 55061.3K $
248American Tower Corp 35561.3K $
249iShares MSCI USA Momentum Factor ETF 25461K $
250FactSet Research Systems Inc 27659.9K $
251Mastercard Inc 11859K $
252Broadridge Financial Solutions Inc 35457.5K $
253International Paper Co 1,61157.5K $
254Bank of America Corp 1,16156.6K $
255Atkore Inc 95556.3K $
256Parker-Hannifin Corp 6154.6K $
257Coca-Cola Consolidated Inc 28153.9K $
258CNA Financial Corp 1,14452.5K $
259Global X Funds 1,33652.3K $
260Cintas Corp 30050.7K $
261RELX PLC 1,52850.7K $
262Moog Inc 17350.6K $
263Vanguard Russell 1000 Growth ETF 46050.5K $
264Plug Power Inc 22,16750.1K $
265Kimberly-Clark Corp 51149.3K $
266Philip Morris International Inc. 29749.1K $
267Eaton Vance Mortgage Opportunities Etf 97148.9K $
268iShares Core S&P Mid-Cap ETF 71948.6K $
269Ameris Bancorp 61848.2K $
270iShares Ethereum Trust ETF 3,04048.1K $
271Steel Dynamics Inc 26547.7K $
272SOUTHSTATE BANK CORP 51347.5K $
273Matador Resources Co 74847.3K $
274CH Robinson Worldwide Inc 28347K $
275Ferguson Enterprises Inc 20046.7K $
276iShares MSCI USA Min Vol Factor ETF 50146.5K $
277Vanguard Small-Cap ETF 17646.1K $
278ITT Inc 23845.3K $
279Element Solutions Inc 1,32645.3K $
280iShares Trust 23444.9K $
281Grupo Aeroportuario del Pacifico SAB de CV 18044.4K $
282Crown Castle Inc 52342.5K $
283Cigna Group/The 15942.4K $
284MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 18942K $
285M&T Bank Corp 20342K $
286Valmont Industries Inc 10542K $
287Colgate-Palmolive Co 49041.8K $
288Materion Corp 28841.7K $
289Xcel Energy Inc 51941.2K $
290Delta Air Lines Inc 62041.2K $
291Invesco QQQ Trust Series 1 7141K $
292Cullen/Frost Bankers Inc 29941K $
293Schwab Short-Term U.S. Treasury ETF 1,67640.7K $
294Nordson Corp 15240.4K $
295Corteva Inc 48340.4K $
296Lamar Advertising Co 31940.4K $
297RPM International Inc 40440.2K $
298Lattice Semiconductor Corp 43140K $
299Novartis AG 25939.6K $
300Hershey Co/The 18839.1K $