• 13F History

Measured Wealth Private Client Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 27, 2025
Value $
$309M
Signature - Title
Edward Benway - CCO/Managing Member
Location
Portsmouth, NH
Summary
This page shows a list of all the recent 13F filings made by Measured Wealth Private Client Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Measured Wealth Private Client Group, LLC reported 172 stock holdings with total value $309M as of Q4 2024. Top holdings included RSP, SPYV, VYM, GLD, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 172 $309M +$32.9M -$21.4M +$11.5M RSP, SPYV, VYM, GLD, SPY 13F-HR 1/27/2025, 04:52 PM
Q3 2024 179 $299M +$61M -$62.7M -$1.73M RSP, SPYV, VYM, SPY, SPMD 13F-HR 10/25/2024, 05:54 PM
Q2 2024 186 $285M +$25.1M -$26.5M -$1.4M SPYG, SPYV, SPMD, SPY, VYM 13F-HR 8/12/2024, 10:26 AM
Q1 2024 185 $286M +$16.7M -$25.8M -$9.05M SPYV, SPYG, SPMD, SPY, VYM 13F-HR 4/18/2024, 01:13 PM
Q4 2023 175 $271M +$12.2M -$13.8M -$1.58M SPYV, SPYG, SPMD, SPY, VYM 13F-HR 2/6/2024, 02:21 PM
Q3 2023 166 $249M +$9.47M -$6.93M +$2.54M SPYV, SPYG, SPMD, SPY, VYM 13F-HR 10/18/2023, 05:06 PM
Q2 2023 172 $263M +$26.2M -$24.8M +$1.39M SPYV, SPYG, SPMD, SPY, VYM 13F-HR 7/20/2023, 04:31 PM
Q1 2023 173 $260M +$14.5M -$4.07M +$10.4M SPYV, SPYG, SPY, VYM, SPMD 13F-HR 5/1/2023, 03:12 PM
Q4 2022 164 $243M +$25.9M -$20.9M +$4.95M SPYV, SPYG, VYM, SPY, SPMD 13F-HR 1/23/2023, 02:36 PM
Q3 2022 148 $226M +$46.6M -$17.4M +$29.2M SPYG, SPYV, SPY, VYM, SPMD 13F-HR 10/27/2022, 04:27 PM
Q2 2022 174 $226M +$30.4M -$27.9M +$2.54M SPYG, SPYV, VYM, SPMD, GLD 13F-HR 7/25/2022, 11:31 AM
Q1 2022 170 $272M +$20M -$11.2M +$8.86M SPYG, SPYV, SPMD, VYM, GLD 13F-HR 5/3/2022, 01:12 PM
Q4 2021 159 $283M +$13.7M -$11.5M +$2.14M SPYG, SPYV, SPMD, VYM, FPE 13F-HR 1/28/2022, 01:48 PM
Q3 2021 154 $260M +$25.9M -$77.1M -$51.2M SPYG, SPYV, SPMD, VYM, FPE 13F-HR 11/1/2021, 02:03 PM
Q2 2021 168 $314M +$19.9M -$3.76M +$16.1M SPYV, SPYG, SPMD, VYM, DJP 13F-HR 8/5/2021, 03:36 PM
Q1 2021 158 $282M +$30.3M -$6.63M +$23.7M SPYV, SPYG, SPMD, VYM, DJP 13F-HR 5/4/2021, 12:33 PM
Q4 2020 131 $239M +$17.3M -$6.27M +$11M SPYV, SPYG, SPMD, VYM, FPE 13F-HR 1/20/2021, 08:35 AM
Q3 2020 135 $206M +$38.5M -$6.23M +$32.2M SPYV, SPYG, SPMD, VYM, FPE 13F-HR 10/15/2020, 09:25 AM
Q2 2020 122 $171M +$37.1M -$4.66M +$32.4M SPYG, SPYV, SPMD, VYM, FPE 13F-HR 8/3/2020, 01:57 PM
Q1 2020 102 $128M +$16.7M -$2.33M +$14.4M SPYV, SPYG, VYM, SPMD, FPE 13F-HR 4/22/2020, 09:30 AM
Q4 2019 104 $150M +$29.4M -$19.2M +$10.2M SPYV, SPYG, VYM, SPMD, FPE 13F-HR 1/15/2020, 12:05 PM
Q3 2019 133 $154M +$60.8M -$54.6M +$6.21M SPYG, SPYV, VYM, SPLV, IVV 13F-HR 10/11/2019, 09:19 AM
Q2 2019 200 $173M +$32.1M -$16.3M +$15.8M IVV, VYM, OEF, BND, BIV 13F-HR 7/26/2019, 03:50 PM
Q1 2019 175 $162M +$41.8M -$152K +$41.7M IVV, VYM, OEF, BND, BIV 13F-HR 5/7/2019, 12:30 PM
Q4 2018 104 $110M +$4.35M -$6.31M -$1.97M IVV, VYM, BND, OEF, BIV 13F-HR 2/7/2019, 08:21 AM
Q3 2018 779 $159M +$38.8M -$2.35M +$36.5M IVV, VYM, OEF, BND, VTI 13F-HR 11/14/2018, 02:29 PM
Q2 2018 138 $123M IVV, VYM, BND, OEF, BIV 13F-HR 8/14/2018, 05:04 PM
Q3 2017 45 $73.1M IVV, VYM, BND, OEF, BIV 13F-HR 2/15/2018, 11:30 AM