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Edward Benway

@Measured Wealth Private Client Group, Llc

Latest period2024 - Q3ReportedManaged Assets$298.984MTotal holdings179
Assets growth rate5.04%Assets growth rate (2-Q avg)2.24%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Measured Wealth Private Client Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Measured Wealth Private Client Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 298.984M in assets, with a quarterly growth rate of 5.04% and a 2-quarter average growth rate of 2.24%. The portfolio is managed by Edward Benway, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TLTIshares Tr
Recent Activity
Increased 98.07%
1.94%
$5.774M
58,854 shares@ $98.1 avg price
AAPLApple Inc
Recent Activity
Decreased -8.61%
1.67%
$4.967M
21,318 shares@ $233.0 avg price
IVVIshares Tr
Recent Activity
Decreased -1.94%
1.58%
$4.713M
8,171 shares@ $576.83 avg price
AGZIshares Tr
Recent Activity
Increased 40.45%
1.47%
$4.388M
39,744 shares@ $110.41 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.27%
1.43%
$4.259M
35,072 shares@ $121.45 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 93.21%
1.32%
$3.937M
48,743 shares@ $80.79 avg price
OEFIshares Tr
Recent Activity
Decreased -9.56%
1.23%
$3.675M
13,278 shares@ $276.76 avg price
DGROIshares Tr
Recent Activity
Decreased -1.75%
1.15%
$3.434M
54,783 shares@ $62.69 avg price
AVGOBroadcom Inc
Recent Activity
Increased 898.9%
1.05%
$3.115M
18,060 shares@ $172.5 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -12.04%
1.01%
$3.017M
7,011 shares@ $430.3 avg price