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Lori Weston

Measured Wealth Private Client Group, Llc

Assets Managed
$366.114M
Holdings
726
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-3.15%(2Q avg: -0.63%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Measured Wealth Private Client Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 726 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 366.114M in assets, with a quarterly growth rate of -3.15% and a 2-quarter average growth rate of -0.63%. The portfolio is managed by Lori Weston, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLD
Spdr Gold Shares
Recent Activity
Decreased -7.23%
7.11%
$26.003M
60,432 shares@ $430.29 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -4.35%
6.53%
$23.9M
161,375 shares@ $148.11 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -3.45%
6.41%
$23.436M
414,214 shares@ $56.58 avg price
XLV
Health Care Select Sector
Recent Activity
Decreased -3.94%
4.91%
$17.958M
122,490 shares@ $146.62 avg price
UPS
United Parcel Service-cl B
Recent Activity
4.55%
$16.627M
169,006 shares@ $98.38 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -0.75%
4.49%
$16.406M
85,485 shares@ $191.92 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -1.5%
4.28%
$15.649M
117,747 shares@ $132.9 avg price
XLC
Comm Serv Select Sector Spdr
Recent Activity
Decreased -1.72%
4.27%
$15.617M
140,868 shares@ $110.87 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -7.9%
3.28%
$11.978M
18,418 shares@ $650.33 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Increased 2.11%
2.83%
$10.328M
26,937 shares@ $383.41 avg price

1-10 of 726