Long-term investor
Measured Wealth Private Client Group, LLC @measuredwealthprivatecli
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001720235).
Record
- Tracked since 2025-06-30 (449 days), 103 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +4.7% · 1 year n/a · all +6.7%
- Max drawdown n/a · win rate 41% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921946406 · 6.8% · long · since 2025-06-30
- 78464A409 · 5.0% · long · since 2025-06-30
- GLD · 4.4% · long · since 2025-06-30
- 46137V357 · 4.2% · long · since 2025-06-30
- 81369Y803 · 4.2% · long · since 2025-06-30
- UPS · 4.1% · long · since 2025-06-30
- 92189F676 · 4.0% · long · since 2025-09-30
- 464287234 · 3.4% · long · since 2025-09-30
- 78462F103 · 3.3% · long · since 2025-06-30
- 81369Y209 · 2.6% · long · since 2025-06-30
- 78464A508 · 2.6% · long · since 2025-06-30
- 78464A797 · 1.7% · long · since 2026-06-30