Measured Wealth Private Client Group, LLC

Name: Measured Wealth Private Client Group, LLC 13F holdings, Q4 2024
Creator: Measured Wealth Private Client Group, LLC
Published: 2025-01-27

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Measured Wealth Private Client Group, LLC reported 172 stock positions worth $309.5 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 10.2% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 8.6%) and Vanguard High DVD Yield ETF (VYM, 6.9%). Compared with Q3 2024, it opened 20 new positions, sold out of 27, added to 69 and reduced 66. The biggest buy was a new position in United Parcel Service Class B (UPS) and the biggest sale SS SPDR P S&P 500 Growth ETF (SPYG, shares −30%).

Most Recent 13F: Q2 2026
Location: PORTSMOUTH, NH
CIK: 0001720235
Portfolio Value: $309.5M (Q4 2024)
SEC Filing: 0001172661-25-000371 ↗ filed Jan 27, 2025

Holdings Value

Holdings 172 stocks · $309.5M


RSP Invesco S&P 500 Equal Weight	10.19%	179,927	$31.5M	Add +5.3%
SPYV SS SPDR P S&P 500 Value ETF	8.60%	520,611	$26.6M	Reduce -0.7%
VYM Vanguard High DVD Yield ETF	6.91%	167,586	$21.4M	Add +0.9%
GLD SPDR Gold Shares	5.06%	64,674	$15.7M	Add +5.5%
SPY SS SPDR S&P 500 ETF Trust-US	5.05%	26,661	$15.6M	Reduce -4.4%
XLK SS Technology Select Sector	4.58%	61,019	$14.2M	Add +6.0%
UPS United Parcel Service Class B	4.55%	111,552	$14.1M	New
SPMD SS SPDR P S&P 400 Midcap ETF	4.34%	245,715	$13.4M	Reduce -10.3%
XLV SS Health Care Select Sector	4.29%	96,570	$13.3M	Add +8.4%
SPYG SS SPDR P S&P 500 Growth ETF	2.33%	82,019	$7.2M	Reduce -29.6%
XLP SS Consumer Staples Sel Sect	2.28%	89,569	$7.0M	Add +10.2%
TLT iShares 20+ Year Treasury BD	1.78%	63,223	$5.5M	Add +7.4%
AAPL Apple Inc.	1.72%	21,263	$5.3M	Reduce -0.3%
NVDA Nvidia Corp.	1.57%	36,239	$4.9M	Add +3.3%
IVV iShares Core S&P 500 ETF	1.51%	7,941	$4.7M	Reduce -2.8%
AGZ iShares Agency Bond ETF	1.44%	41,369	$4.5M	Add +4.1%
XLU St Sr Utl SL SE SPDR ETF-Usd	1.33%	54,473	$4.1M	Add +11.8%
OEF iShares S&P 100 ETF	1.16%	12,448	$3.6M	Reduce -6.3%
DGRO iShares Core Dividend Growth	1.01%	51,072	$3.1M	Reduce -6.8%
AVGO Broadcom Inc.	0.98%	13,114	$3.0M	Reduce -27.4%
MSFT Microsoft Corp.	0.96%	7,023	$3.0M	Add +0.2%
XLI SS Industrial Select Sector	0.89%	21,002	$2.8M	Add +1.5%
AGG iShares Core U.S. Aggregate	0.76%	24,200	$2.3M	Add +3.0%
XLB SS Materials Select Sector	0.62%	22,950	$1.9M	Add +5.2%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.59%	6,723	$1.8M	Reduce -5.3%
IYR iShares US Real Estate ETF	0.58%	19,316	$1.8M	Add +34.8%
VTI VG Morningstar TS MKT ETF-US	0.58%	6,193	$1.8M	Add +27.2%
JPM JPMorgan Chase & Co.	0.53%	6,900	$1.7M	Add +6.3%
DFAT Dimensional US Target Value	0.48%	26,713	$1.5M	Reduce -1.1%
MFC Manulife Financial Corp.	0.48%	47,943	$1.5M	Reduce -0.7%
MTG Mgic Investment Corp.	0.44%	57,892	$1.4M	Reduce -3.2%
NBN Northeast Bank	0.42%	14,104	$1.3M	No change
R Ryder System Inc.	0.39%	7,699	$1.2M	Add +11.0%
DFUV Dimensional US Marketwide Va	0.39%	29,482	$1.2M	Reduce -2.7%
HRB H&R Block Inc. filed as BLOCK H & R INC	0.38%	22,391	$1.2M	Add +2.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.38%	4,400	$1.2M	Reduce -0.0%
JHG Janus Henderson Group PLC	0.36%	26,458	$1.1M	Reduce -0.7%
EYLD Cambria Emerg Shrhldr Yield	0.34%	33,186	$1.0M	Add +1.6%
UNH Unitedhealth Group Inc.	0.34%	2,050	$1.0M	Reduce -6.6%
AIT Applied Industrial Tech Inc.	0.33%	4,294	$1.0M	Reduce -11.5%
FIW First Trust Water ETF	0.32%	9,804	$1.0M	Add +7.8%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL	0.32%	9,348	$983K	Reduce -3.2%
DFUS Dimensional US Eq MKT ETF	0.31%	15,114	$964K	Reduce -0.6%
RGA Reinsurance Group of America	0.31%	4,442	$949K	Reduce -0.2%
VTRS Viatris Inc.	0.30%	73,365	$913K	Add +0.0%
CAT Caterpillar Inc.	0.29%	2,492	$904K	Reduce -0.8%
ACT Enact Holdings Inc.	0.28%	26,578	$861K	Reduce -0.0%
APP AppLovin Corp. Class A	0.27%	2,601	$842K	Reduce -34.2%
XOM Exxon Mobil Corp.	0.26%	7,458	$802K	Add +0.3%
GAP The Gap Inc.	0.26%	33,434	$790K	Add +10.1%
ARCC Ares Capital Corp.	0.25%	35,577	$779K	Reduce -0.1%
ALSN Allison Transmission Holding	0.25%	7,024	$759K	Reduce -4.6%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM	0.23%	11,336	$717K	Add +9.8%
MLI Mueller Industries Inc.	0.23%	9,002	$714K	Reduce -8.0%
GGME Invesco Next Gen Media and G	0.23%	13,922	$714K	Add +19.5%
INGR Ingredion Inc.	0.23%	5,075	$698K	Add +48.7%
NRG NRG Energy Inc.	0.23%	7,722	$697K	Add +49.3%
ORI Old Republic Intl Corp.	0.22%	19,083	$691K	Add +83.2%
SF Stifel Financial Corp.	0.22%	6,426	$682K	Add +14.8%
GM General Motors Co.	0.22%	12,775	$681K	Add +22.9%
EME Emcor Group Inc.	0.22%	1,496	$679K	Add +36.5%
CNA Cna Financial Corp.	0.22%	13,977	$676K	Add +2.7%
NTAP Netapp Inc.	0.22%	5,752	$668K	Add +59.9%
DFAS Dimensional US Small Cap ETF	0.21%	9,895	$644K	Reduce -3.7%
FBP First Bancorp Puerto Rico	0.21%	34,165	$635K	Add +0.8%
BMY Bristol-Myers Squibb Co.	0.20%	11,164	$631K	Add +102.5%
MGK Vngrd Mrgstr MG CP GR ETF-Ui	0.20%	1,837	$631K	No change
AYI Acuity Inc.	0.20%	2,110	$616K	Add +46.2%
AXON Axon Enterprise Inc.	0.19%	1,000	$594K	No change
MSI Motorola Solutions Inc.	0.19%	1,260	$582K	Reduce -1.8%
TMHC Taylor Morrison Home Corp.	0.18%	9,333	$571K	Add +0.5%
SYF Synchrony Financial	0.18%	8,745	$568K	New
VIRT Virtu Financial Inc. Class A	0.18%	15,498	$553K	New
ABBV Abbvie Inc.	0.18%	3,077	$547K	Reduce -5.3%
CLS Celestica Inc.	0.17%	5,792	$535K	Reduce -20.9%
UNM Unum Group	0.17%	7,276	$531K	New
OGN Organon & Co.	0.17%	35,586	$531K	Add +68.4%
MS Morgan Stanley	0.17%	4,186	$526K	Add +11.5%
FLEX Flex Ltd.	0.17%	13,553	$520K	Reduce -3.9%
LEN Lennar Corp. Class A	0.17%	3,797	$518K	Add +6.1%
MDT Medtronic PLC	0.17%	6,448	$515K	No change
IBKR Interactive Brokers Gro Class A	0.16%	2,885	$510K	Reduce -13.3%
UHS Universal Health Services-B	0.16%	2,810	$504K	New
JNJ Johnson & Johnson	0.16%	3,457	$500K	Reduce -0.6%
XLF SS Financial Select Sector	0.16%	10,318	$499K	Add +52.2%
APAM Artisan Partners Asset Ma -A	0.16%	11,428	$492K	Add +49.0%
MUSA Murphy USA Inc.	0.16%	967	$485K	Add +2.8%
JWN Nordstrom Inc.	0.16%	19,979	$482K	New
JBL Jabil Inc.	0.16%	3,342	$481K	Reduce -16.5%
AER Aercap Holdings NV	0.15%	4,926	$471K	Reduce -0.1%
LOW Lowe's Cos Inc.	0.15%	1,901	$469K	Reduce -0.2%
LRN Stride Inc.	0.15%	4,501	$468K	Reduce -11.3%
ACN Accenture PLC Class A	0.15%	1,305	$459K	Reduce -7.8%
DOV Dover Corp.	0.15%	2,443	$458K	No change
PEP Pepsico Inc.	0.15%	3,006	$457K	Add +1.4%
RDN Radian Group Inc.	0.14%	13,661	$433K	Reduce -42.8%
KR Kroger Co.	0.14%	6,989	$427K	Add +16.3%
ADP Automatic Data Processing	0.14%	1,432	$419K	No change
APH Amphenol Corp. Class A	0.13%	5,998	$417K	No change
ITRI Itron Inc.	0.13%	3,814	$414K	Add +9.7%
PFF iShares Preferred & Income S	0.13%	13,105	$412K	Add +11.2%
AXS Axis Capital Holdings Ltd.	0.13%	4,623	$410K	Reduce -7.0%
MCY Mercury General Corp.	0.13%	6,056	$403K	New
AIRR First Trust Rba American Ind	0.13%	5,191	$400K	New
COKE Coca-Cola Consolidated Inc.	0.13%	315	$397K	Reduce -4.8%
GOOGL Alphabet Inc. Class A	0.13%	2,094	$396K	Reduce -12.8%
GOOG Alphabet Inc. Class C	0.13%	2,062	$393K	Reduce -6.9%
LIN Linde PLC	0.13%	928	$389K	No change
V Visa Inc. Class A	0.12%	1,212	$383K	Add +1.0%
MCK McKesson Corp.	0.12%	664	$378K	Add +19.2%
DVA Davita Inc.	0.12%	2,489	$372K	Add +49.7%
VOO Vanguard S&P 500 ETF	0.12%	680	$366K	Add +4.6%
EBAY eBay Inc.	0.12%	5,834	$361K	Add +68.3%
MRK Merck & Co. Inc.	0.12%	3,616	$360K	Reduce -12.0%
VIG Vanguard Dividend Apprec ETF	0.12%	1,824	$357K	No change
AMZN Amazon.com Inc.	0.11%	1,611	$353K	Add +2.6%
NEE Nextera Energy Inc.	0.11%	4,927	$353K	No change
IAG Iamgold Corp.	0.11%	68,216	$352K	Add +54.1%
RTX RTX Corp.	0.11%	2,974	$344K	Add +19.7%
TRV The Travelers Cos Inc.	0.11%	1,424	$343K	New
CSCO Cisco Systems Inc.	0.11%	5,771	$342K	Reduce -0.7%
STRL Sterling Infrastructure Inc.	0.11%	2,009	$338K	Add +42.8%
ADI Analog Devices Inc.	0.11%	1,583	$336K	Add +0.2%
BLK BlackRock Inc.	0.11%	327	$335K	Reduce -3.3%
BRK.B Berkshire Hathaway Inc. Class B	0.11%	739	$335K	Reduce -1.1%
CNQ Canadian Natural Resources	0.11%	10,800	$333K	Add +6.3%
MATX Matson Inc.	0.11%	2,471	$333K	Reduce -9.9%
T AT&T Inc.	0.11%	14,565	$332K	New
FANG Diamondback Energy Inc.	0.10%	1,976	$324K	Add +28.5%
MDYV SS SPDR S&P 400 MC Val ETF	0.10%	3,989	$320K	Reduce -0.9%
PG The Procter & Gamble Co.	0.10%	1,896	$318K	Reduce -3.4%
AFL Aflac Inc.	0.10%	3,070	$318K	Reduce -2.4%
SPLV Invesco S&P 500 Low Volatili	0.10%	4,529	$317K	Reduce -1.0%
PHM Pultegroup Inc.	0.10%	2,893	$315K	Add +70.5%
PKW Invesco Buyback Achievers Et	0.10%	2,691	$310K	No change
FTDR Frontdoor Inc.	0.10%	5,639	$308K	New
IEFA iShares Core MSCI Eafe ETF	0.10%	4,366	$307K	New
DELL Dell Technologies -C	0.10%	2,650	$305K	Reduce -53.6%
ESNT Essent Group Ltd.	0.10%	5,514	$300K	Reduce -60.7%
DKS Dick's Sporting Goods Inc.	0.09%	1,281	$293K	New
ACIW Aci Worldwide Inc.	0.09%	5,594	$290K	New
DORM Dorman Products Inc.	0.09%	2,217	$287K	New
HD Home Depot Inc.	0.09%	735	$286K	Reduce -9.7%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC	0.09%	8,894	$285K	Reduce -1.9%
GFF Griffon Corp.	0.09%	3,948	$281K	Add +24.4%
BANCOLOMBIA S.A.-SPONS ADR	0.09%	8,848	$279K	Add +13.4%
LLY Eli Lilly & Co.	0.09%	355	$274K	Add +0.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.09%	1,247	$274K	New
FPE FT-Preferred Secur & Inc. ETF	0.09%	15,196	$269K	Reduce -19.5%
PSX Phillips 66	0.09%	2,351	$268K	No change
TOL Toll Brothers Inc.	0.09%	2,120	$267K	Add +47.2%
DVY iShares Select Dividend ETF	0.09%	2,031	$267K	Add +1.4%
ABT Abbott Laboratories	0.08%	2,322	$263K	No change
STLD Steel Dynamics Inc.	0.08%	2,297	$262K	Reduce -67.4%
ITW Illinois Tool Works	0.08%	991	$251K	No change
SLYV SS SPDR S&P 600 SC Val ETF	0.08%	2,759	$241K	Reduce -0.4%
AMGN Amgen Inc.	0.08%	909	$237K	Add +0.9%
PAYX Paychex Inc.	0.08%	1,674	$235K	No change
OC Owens Corning	0.08%	1,367	$233K	Reduce -49.0%
SMH Vaneck Semiconductor ETF	0.07%	945	$229K	Reduce -13.1%
YOU Clear Secure Inc. Class A	0.07%	8,517	$227K	New
MDYG SS SPDR S&P 400 MC GR ETF	0.07%	2,607	$227K	Reduce -0.6%
TSLA Tesla Inc.	0.07%	560	$226K	New
NSC Norfolk Southern Corp.	0.07%	953	$224K	No change
MCD McDonald's Corp.	0.07%	768	$223K	Add +0.7%
APD Air Products & Chemicals Inc.	0.07%	763	$221K	Reduce -0.7%
GILD Gilead Sciences Inc.	0.07%	2,313	$214K	Reduce -5.6%
PNC PNC Financial Services Group	0.07%	1,093	$211K	New
IWF iShares Russell 1000 Growth	0.07%	521	$209K	Reduce -41.0%
CBT Cabot Corp.	0.07%	2,250	$205K	New
LHX L3HARRIS Technologies Inc.	0.06%	953	$200K	Add +5.5%
BROOKLINE BANCORP INC	0.04%	11,162	$132K	No change

Portfolio Sells Q3 2024 → Q4 2024


SPYG SS SPDR P S&P 500 Growth ETF	Reduce -29.6%	2.33%	−0.90
SPMD SS SPDR P S&P 400 Midcap ETF	Reduce -10.3%	4.34%	−0.67
SPYV SS SPDR P S&P 500 Value ETF	Reduce -0.7%	8.60%	−0.66
IIPR Innovative Industrial Proper	Sold out	0.00%	−0.34
VLO Valero Energy Corp.	Sold out	0.00%	−0.31
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -4.4%	5.05%	−0.30
STNG Scorpio Tankers Inc.	Sold out	0.00%	−0.30
STLD Steel Dynamics Inc.	Reduce -67.4%	0.08%	−0.21
ESNT Essent Group Ltd.	Reduce -60.7%	0.10%	−0.20
ACGL Arch Capital Group Ltd.	Sold out	0.00%	−0.15
LDOS Leidos Holdings Inc.	Sold out	0.00%	−0.15
GMS GMS Inc.	Sold out	0.00%	−0.15
COR Cencora Inc.	Sold out	0.00%	−0.15
CVLT Commvault Systems Inc.	Sold out	0.00%	−0.14
RDN Radian Group Inc.	Reduce -42.8%	0.14%	−0.14
DGRO iShares Core Dividend Growth	Reduce -6.8%	1.01%	−0.14
BCC Boise Cascade Co.	Sold out	0.00%	−0.13
DELL Dell Technologies -C	Reduce -53.6%	0.10%	−0.13
UFPI Ufp Industries Inc.	Sold out	0.00%	−0.11
CI The Cigna Group	Sold out	0.00%	−0.11
BCO The Brink's Co.	Sold out	0.00%	−0.11
UNH Unitedhealth Group Inc.	Reduce -6.6%	0.34%	−0.09
AMAT Applied Materials Inc.	Sold out	0.00%	−0.09
LNTH Lantheus Holdings Inc.	Sold out	0.00%	−0.09
OC Owens Corning	Reduce -49.0%	0.08%	−0.08
MTH Meritage Homes Corp.	Sold out	0.00%	−0.08
AEO American Eagle Outfitters	Sold out	0.00%	−0.08
UNP Union Pacific Corp.	Sold out	0.00%	−0.08
GD General Dynamics Corp.	Sold out	0.00%	−0.08
SRLN SS Blackstone Sr Loan ETF	Sold out	0.00%	−0.07
XLE SS Energy Select Sector	Sold out	0.00%	−0.07
CEG Constellation Energy	Sold out	0.00%	−0.07
MPC Marathon Petroleum Corp.	Sold out	0.00%	−0.07
MTG Mgic Investment Corp.	Reduce -3.2%	0.44%	−0.07
CNM Core & Main Inc. Class A	Sold out	0.00%	−0.07
CMCSA Comcast Corp. Class A	Sold out	0.00%	−0.07
FCX Freeport-McMoran Inc.	Sold out	0.00%	−0.07
OEF iShares S&P 100 ETF	Reduce -6.3%	1.16%	−0.07
CHRD Chord Energy Corp.	Sold out	0.00%	−0.07
OHI Omega Healthcare Investors	Sold out	0.00%	−0.07
IRM Iron Mountain Inc.	Reduce -3.2%	0.32%	−0.07
IVV iShares Core S&P 500 ETF	Reduce -2.8%	1.51%	−0.07
AVGO Broadcom Inc.	Reduce -27.4%	0.98%	−0.06
ACT Enact Holdings Inc.	Reduce -0.0%	0.28%	−0.04
IWF iShares Russell 1000 Growth	Reduce -41.0%	0.07%	−0.04
MRK Merck & Co. Inc.	Reduce -12.0%	0.12%	−0.04
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -5.3%	0.59%	−0.04
ABBV Abbvie Inc.	Reduce -5.3%	0.18%	−0.04
CAT Caterpillar Inc.	Reduce -0.8%	0.29%	−0.04
DFUV Dimensional US Marketwide Va	Reduce -2.7%	0.39%	−0.03

Portfolio Buys Q3 2024 → Q4 2024


UPS United Parcel Service Class B	New	4.55%	+4.55
XLK SS Technology Select Sector	Add +6.0%	4.58%	+0.24
SYF Synchrony Financial	New	0.18%	+0.18
VIRT Virtu Financial Inc. Class A	New	0.18%	+0.18
UNM Unum Group	New	0.17%	+0.17
UHS Universal Health Services-B	New	0.16%	+0.16
JWN Nordstrom Inc.	New	0.16%	+0.16
NVDA Nvidia Corp.	Add +3.3%	1.57%	+0.15
MCY Mercury General Corp.	New	0.13%	+0.13
AIRR First Trust Rba American Ind	New	0.13%	+0.13
VTI VG Morningstar TS MKT ETF-US	Add +27.2%	0.58%	+0.12
TRV The Travelers Cos Inc.	New	0.11%	+0.11
BMY Bristol-Myers Squibb Co.	Add +102.5%	0.20%	+0.11
T AT&T Inc.	New	0.11%	+0.11
ORI Old Republic Intl Corp.	Add +83.2%	0.22%	+0.10
FTDR Frontdoor Inc.	New	0.10%	+0.10
IEFA iShares Core MSCI Eafe ETF	New	0.10%	+0.10
DKS Dick's Sporting Goods Inc.	New	0.09%	+0.09
ACIW Aci Worldwide Inc.	New	0.09%	+0.09
DORM Dorman Products Inc.	New	0.09%	+0.09
IYR iShares US Real Estate ETF	Add +34.8%	0.58%	+0.09
IBM Intl Business Machines Corp.	New	0.09%	+0.09
JPM JPMorgan Chase & Co.	Add +6.3%	0.53%	+0.08
GLD SPDR Gold Shares	Add +5.5%	5.06%	+0.08
YOU Clear Secure Inc. Class A	New	0.07%	+0.07
TSLA Tesla Inc.	New	0.07%	+0.07
INGR Ingredion Inc.	Add +48.7%	0.23%	+0.07
PNC PNC Financial Services Group	New	0.07%	+0.07
NRG NRG Energy Inc.	Add +49.3%	0.23%	+0.07
NTAP Netapp Inc.	Add +59.9%	0.22%	+0.07
CBT Cabot Corp.	New	0.07%	+0.07
AYI Acuity Inc.	Add +46.2%	0.20%	+0.07
GM General Motors Co.	Add +22.9%	0.22%	+0.06
EME Emcor Group Inc.	Add +36.5%	0.22%	+0.06
XLF SS Financial Select Sector	Add +52.2%	0.16%	+0.06
R Ryder System Inc.	Add +11.0%	0.39%	+0.05
APAM Artisan Partners Asset Ma -A	Add +49.0%	0.16%	+0.05
SF Stifel Financial Corp.	Add +14.8%	0.22%	+0.04
EBAY eBay Inc.	Add +68.3%	0.12%	+0.04
STRL Sterling Infrastructure Inc.	Add +42.8%	0.11%	+0.04
GGME Invesco Next Gen Media and G	Add +19.5%	0.23%	+0.04
MS Morgan Stanley	Add +11.5%	0.17%	+0.04
IAG Iamgold Corp.	Add +54.1%	0.11%	+0.04
OGN Organon & Co.	Add +68.4%	0.17%	+0.04
GAP The Gap Inc.	Add +10.1%	0.26%	+0.03
MCK McKesson Corp.	Add +19.2%	0.12%	+0.03
DVA Davita Inc.	Add +49.7%	0.12%	+0.03
KR Kroger Co.	Add +16.3%	0.14%	+0.02
PHM Pultegroup Inc.	Add +70.5%	0.10%	+0.02
CM Can Imperial BK of Commerce	Add +9.8%	0.23%	+0.02

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	692	$413.7M	VYM, SPYG, GLD, RSP, XLK
Q1 2026	700	$366.1M	GLD, VYM, SPYV, XLV, UPS
Q4 2025	719	$378.0M	GLD, SPYV, VYM, XLV, XLK
Q3 2025	685	$371.0M	SPYV, RSP, VYM, GLD, SPY
Q2 2025	179	$334.2M	SPYV, RSP, VYM, GLD, UPS
Q1 2025	170	$311.5M	SPYV, RSP, VYM, GLD, UPS
Q4 2024	172	$309.5M	RSP, SPYV, VYM, GLD, SPY
Q3 2024	179	$299.0M	RSP, SPYV, VYM, SPY, SPMD
Q2 2024	186	$284.7M	SPYG, SPYV, SPMD, SPY, VYM
Q1 2024	185	$286.3M	SPYV, SPYG, SPMD, SPY, VYM