Holdings of Measured Wealth Private Client Group, LLC

Name: Holdings of Measured Wealth Private Client Group, LLC
Creator: Titelia

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.

Rank	Country	Lines	Value	Share
1	US	617	350.8M $	99.50 %
2	BR	3	1.2M $	0.35 %
3	GB	7	184.8K $	0.05 %
4	TW	1	171.3K $	0.05 %
5	NL	1	87.2K $	0.02 %
6	MX	1	44.4K $	0.01 %
7	FR	1	29.4K $	0.01 %
8	IN	3	6.2K $	0.00 %
9	BE	1	3.5K $	0.00 %
10	IL	2	52 $	0.00 %
11	KY	2	41 $	0.00 %

Positions

Rank	Company	Shares	Value
301	Littelfuse Inc	114	38.7K $
302	Avery Dennison Corp	224	38.7K $
303	Huntington Bancshares Inc/OH	2,470	38.7K $
304	Shell PLC	410	38.1K $
305	Glacier Bancorp Inc	847	37.8K $
306	Advanced Energy Industries Inc	116	37.4K $
307	Hubbell Inc	76	37.3K $
308	IDACORP Inc	260	37.2K $
309	iShares MSCI Global Min Vol Factor ETF	308	36.8K $
310	BlackRock ETF Trust	624	36.3K $
311	Starbucks Corp	402	36K $
312	Hyatt Hotels Corp	249	35.8K $
313	Wintrust Financial Corp	254	35.3K $
314	iShares Trust	271	34.7K $
315	Boston Scientific Corp	545	34.2K $
316	NIKE Inc	647	34.2K $
317	iShares Trust	302	34.2K $
318	Fastenal Co	734	34.1K $
319	American Electric Power Co Inc	259	34K $
320	Synopsys Inc	85	33.7K $
321	Exelixis Inc	784	33.6K $
322	National Grid PLC	392	33.2K $
323	Chord Energy Corp	232	33K $
324	BP PLC	700	32.9K $
325	Seacoast Banking Corp of Florida	1,082	32.8K $
326	CACI International Inc	60	32.6K $
327	Covista Inc	283	32.6K $
328	iShares Core MSCI Emerging Markets ETF	465	32.4K $
329	Texas Roadhouse Inc	196	32.4K $
330	Crane Co	187	32K $
331	Dimensional ETF Trust	805	31.3K $
332	Cal-Maine Foods Inc	391	30.9K $
333	Allison Transmission Holdings Inc	263	30.8K $
334	Sysco Corp	429	30.6K $
335	Salesforce Inc	163	30.4K $
336	HSBC Holdings PLC	369	30.4K $
337	Insulet Corp	145	30.4K $
338	Bio-Techne Corp	579	30.3K $
339	Agilysys Inc	424	30.2K $
340	Lam Research Corp	141	30.1K $
341	MetLife Inc	424	30K $
342	First Industrial Realty Trust Inc	509	29.4K $
343	Sanofi SA	610	29.4K $
344	Alliant Energy Corp	407	29.2K $
345	Ingredion Inc	257	28.9K $
346	Encompass Health Corp	297	28.7K $
347	Markel Group Inc	15	28.7K $
348	Mid-America Apartment Communities, Inc.	235	28.7K $
349	ABRDN PRECIOUS METALS BASKET ETF TRUST	130	28.4K $
350	Valvoline Inc	843	28.4K $
351	Standex International Corp	111	28.3K $
352	iShares Russell 2000 ETF	114	28.3K $
353	Hanover Insurance Group Inc/The	163	28.3K $
354	Eagle Materials Inc	148	28K $
355	Watsco Inc	77	28K $
356	Silgan Holdings Inc	715	27.7K $
357	Coherent Corp	116	27.6K $
358	US Foods Holding Corp	297	27.4K $
359	STAG Industrial Inc	759	27.4K $
360	Carlisle Cos Inc	82	27.4K $
361	Qnity Electronics Inc	236	27.2K $
362	Balchem Corp	160	27.1K $
363	Vanguard International Equity Index Funds	501	27.1K $
364	IQVIA Holdings Inc	158	26.9K $
365	Acuity Inc	96	26.9K $
366	Veracyte Inc	823	26.5K $
367	Expeditors International of Washington Inc	185	26.5K $
368	Veeva Systems Inc	150	26.3K $
369	Unilever PLC	462	26.3K $
370	TD SYNNEX Corp	156	26.3K $
371	ACI Worldwide Inc	638	26.2K $
372	Vulcan Materials Co	96	26.1K $
373	Ecolab Inc	98	26.1K $
374	Toll Brothers Inc	190	25.9K $
375	DuPont de Nemours Inc	566	25.9K $
376	Simpson Manufacturing Co Inc	150	25.7K $
377	Uber Technologies Inc	357	25.7K $
378	Halozyme Therapeutics Inc	394	25.5K $
379	Manhattan Associates Inc	191	25.4K $
380	Repligen Corp	215	25.3K $
381	American Express Co	83	25.1K $
382	3M Co	172	25K $
383	Modine Manufacturing Co	115	24.9K $
384	Dick's Sporting Goods Inc	125	24.8K $
385	Schwab International Equity ETF	974	24.1K $
386	Griffon Corp	328	23.9K $
387	iShares Trust	496	23.8K $
388	Casella Waste Systems Inc	298	23.6K $
389	Sony Group Corp	1,135	23.5K $
390	Procore Technologies Inc	411	23.4K $
391	PPG Industries Inc	218	23.3K $
392	Fortune Brands Innovations Inc	593	23.1K $
393	Churchill Downs Inc	256	23K $
394	TJX Cos Inc/The	143	22.8K $
395	Texas Pacific Land Corp	48	22.8K $
396	CME Group Inc	77	22.7K $
397	Franklin Electric Co Inc	245	22.6K $
398	Waters Corp	75	22.3K $
399	iShares MSCI EAFE Min Vol Factor ETF	244	22.3K $
400	MKS Inc	96	22.1K $