Measured Wealth Private Client Group, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Measured Wealth Private Client Group, LLC reported 179 stock positions worth $334.2 million. Its top holding was SS SPDR P S&P 500 Value ETF (SPYV) at 8.3% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 7.9%) and Vanguard High DVD Yield ETF (VYM, 6.9%). Compared with Q1 2025, it opened 28 new positions, sold out of 19, added to 72 and reduced 59. The biggest buy was a new position in Exelon (EXC) and the biggest sale United Parcel Service Class B (UPS, shares −0%).

Most Recent 13F
Q2 2026
Location
PORTSMOUTH, NH
CIK
0001720235
Portfolio Value
$334.2M (Q2 2025)
SEC Filing
0001720235-25-000005 ↗ filed Aug 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $286.3M Q1 2024 Q2 2024: $284.7M Q2 2024 Q3 2024: $299.0M Q3 2024 Q4 2024: $309.5M Q4 2024 Q1 2025: $311.5M Q1 2025 Q2 2025: $334.2M $334.2M Q2 2025 Q3 2025: $371.0M Q3 2025 Q4 2025: $378.0M Q4 2025 Q1 2026: $366.1M Q1 2026 Q2 2026: $413.7M Q2 2026

Holdings 179 stocks · $334.2M
SPYV SS SPDR P S&P 500 Value ETF 8.28% 528,420 $27.7M Reduce -0.1%
RSP Invesco S&P 500 Equal Weight 7.90% 145,179 $26.4M Add +2.0%
VYM Vanguard High DVD Yield ETF 6.93% 173,799 $23.2M Add +0.3%
GLD SPDR Gold Shares 5.87% 64,324 $19.6M Reduce -2.9%
UPS United Parcel Service Class B 5.11% 169,059 $17.1M Reduce -0.0%
SPY SS SPDR S&P 500 ETF Trust-US 4.86% 26,283 $16.2M Reduce -0.9%
XLV SS Health Care Select Sector 4.73% 117,333 $15.8M Add +2.9%
XLK SS Technology Select Sector 4.44% 58,628 $14.8M Reduce -2.5%
XLP SS Consumer Staples Sel Sect 2.91% 120,309 $9.7M Add +1.9%
XLC SS Comm Select Sector SPDR 2.32% 71,542 $7.8M Add +3.0%
SPYG SS SPDR P S&P 500 Growth ETF 2.01% 70,304 $6.7M Reduce -7.2%
TLT iShares 20+ Year Treasury BD 1.83% 69,290 $6.1M Add +1.8%
NVDA Nvidia Corp. 1.61% 34,032 $5.4M Reduce -1.5%
IVV iShares Core S&P 500 ETF 1.47% 7,917 $4.9M No change
SPMD SS SPDR P S&P 400 Midcap ETF 1.46% 89,928 $4.9M Reduce -13.8%
IYR iShares US Real Estate ETF 1.41% 49,682 $4.7M Add +5.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.28% 52,242 $4.3M Add +13.8%
AAPL Apple Inc. 1.21% 19,692 $4.0M Add +2.0%
XLB SS Materials Select Sector 1.16% 44,109 $3.9M Add +2.9%
XLF SS Financial Select Sector 1.14% 72,943 $3.8M Add +11.2%
OEF iShares S&P 100 ETF 1.12% 12,307 $3.7M Reduce -0.6%
DGRO iShares Core Dividend Growth 1.11% 57,981 $3.7M Add +13.5%
MSFT Microsoft Corp. 0.98% 6,602 $3.3M Add +2.8%
AVGO Broadcom Inc. 0.93% 11,317 $3.1M Reduce -2.4%
AGG iShares Core U.S. Aggregate 0.75% 25,124 $2.5M Add +0.5%
JPM JPMorgan Chase & Co. 0.65% 7,530 $2.2M Add +9.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.56% 6,533 $1.9M Reduce -2.8%
MTG Mgic Investment Corp. 0.52% 61,889 $1.7M Add +2.8%
MFC Manulife Financial Corp. 0.51% 52,822 $1.7M Add +5.6%
EYLD Cambria Emerg Shrhldr Yield 0.49% 45,264 $1.6M Add +29.9%
VTI VG Morningstar TS MKT ETF-US 0.47% 5,167 $1.6M Reduce -0.3%
C Citigroup Inc. 0.46% 18,218 $1.6M Add +22.9%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.42% 25,856 $1.4M Add +2.3%
R Ryder System Inc. 0.38% 7,976 $1.3M Reduce -10.7%
NBN Northeast Bank 0.38% 14,104 $1.3M No change
NRG NRG Energy Inc. 0.37% 7,649 $1.2M Reduce -10.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.36% 4,249 $1.2M Reduce -3.4%
DFAT Dimensional US Target Value 0.35% 21,846 $1.2M Reduce -11.5%
DFUV Dimensional US Marketwide Va 0.35% 27,552 $1.2M Reduce -5.2%
EME Emcor Group Inc. 0.33% 2,063 $1.1M Add +3.9%
ACT Enact Holdings Inc. 0.33% 29,397 $1.1M Add +3.5%
AIT Applied Industrial Tech Inc. 0.32% 4,654 $1.1M Add +5.7%
SYF Synchrony Financial 0.32% 15,776 $1.1M Add +19.4%
ORI Old Republic Intl Corp. 0.30% 25,898 $996K Add +10.7%
UNM Unum Group 0.29% 12,033 $972K Add +24.5%
GAP The Gap Inc. 0.29% 44,452 $969K Add +8.8%
INGR Ingredion Inc. 0.29% 7,057 $957K Add +11.5%
GGME Invesco Next Gen Media and G 0.28% 15,345 $942K Add +26.1%
EXC Exelon Corp. 0.28% 21,669 $941K New
VIRT Virtu Financial Inc. Class A 0.27% 20,467 $917K Add +7.4%
UGI Ugi Corp. 0.27% 25,141 $916K Add +25.4%
DFUS Dimensional US Eq MKT ETF 0.27% 13,559 $909K Reduce -9.7%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM 0.27% 12,544 $888K Reduce -4.8%
ALSN Allison Transmission Holding 0.27% 9,343 $887K Add +13.9%
APP AppLovin Corp. Class A 0.26% 2,506 $877K Add +6.7%
NFG National Fuel Gas Co. 0.26% 10,338 $876K New
MO Altria Group Inc. 0.25% 14,494 $850K New
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.25% 8,243 $845K Reduce -3.4%
AXON Axon Enterprise Inc. 0.25% 1,000 $828K No change
ARCC Ares Capital Corp. 0.24% 36,592 $804K Add +0.1%
MLI Mueller Industries Inc. 0.24% 10,075 $801K Add +12.0%
FLEX Flex Ltd. 0.23% 15,658 $782K Add +4.3%
VZ Verizon Communications Inc. 0.23% 17,827 $771K New
FBP First Bancorp Puerto Rico 0.23% 36,688 $764K Reduce -1.6%
HWC Hancock Whitney Corp. 0.23% 13,266 $761K Add +47.8%
MWA Mueller Water Products Inc. Class A 0.22% 30,779 $740K Add +22.4%
BRK.A Berkshire Hathaway Inc. Class A 0.22% 1 $729K No change
AGZ iShares Agency Bond ETF 0.22% 6,581 $722K Reduce -34.3%
IBKR Interactive Brokers Gro Class A 0.21% 12,876 $713K Add +6.9%
TRV The Travelers Cos Inc. 0.21% 2,665 $713K Add +28.0%
B Barrick Mining Corp. 0.21% 33,434 $696K New
XLI SS Industrial Select Sector 0.20% 4,638 $684K Reduce -29.6%
XOM Exxon Mobil Corp. 0.20% 6,232 $672K Add +8.2%
AER Aercap Holdings NV 0.20% 5,716 $669K Add +12.5%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.20% 1,808 $662K Reduce -1.6%
MCHI iShares MSCI China ETF 0.20% 12,009 $662K New
BMY Bristol-Myers Squibb Co. 0.20% 14,288 $661K Reduce -29.5%
IAG Iamgold Corp. 0.20% 89,293 $656K Add +4.0%
LRN Stride Inc. 0.19% 4,450 $646K Add +0.6%
TYL Tyler Technologies Inc. 0.19% 1,064 $631K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.18% 2,078 $612K Add +23.4%
DFAS Dimensional US Small Cap ETF 0.18% 9,510 $606K Reduce -3.0%
JBL Jabil Inc. 0.18% 2,764 $603K Reduce -0.1%
EXEL Exelixis Inc. 0.18% 13,558 $598K Add +18.4%
APH Amphenol Corp. Class A 0.18% 5,998 $592K Reduce -0.0%
DORM Dorman Products Inc. 0.17% 4,752 $583K Add +21.1%
CALM Cal-Maine Foods Inc. 0.17% 5,799 $578K New
ACWX iShares MSCI Acwi Ex US ETF 0.17% 9,381 $572K Add +2.1%
PLMR Palomar Holdings Inc. 0.17% 3,669 $566K Add +9.6%
MDT Medtronic PLC 0.17% 6,400 $558K No change
IP International Paper Co. 0.17% 11,903 $557K Reduce -38.7%
T AT&T Inc. 0.16% 19,024 $551K Add +5.9%
JNJ Johnson & Johnson 0.16% 3,521 $538K Add +4.7%
SANM Sanmina Corp. 0.16% 5,466 $535K Add +60.3%
ITRI Itron Inc. 0.16% 3,940 $519K New
BMA Banco Macro SA-ADR 0.15% 7,365 $517K New
JAZZ Jazz Pharmaceuticals PLC 0.15% 4,855 $515K Add +47.1%
BPOP Popular Inc. 0.15% 4,585 $505K New
RTX RTX Corp. 0.15% 3,396 $496K Add +16.4%
MSI Motorola Solutions Inc. 0.15% 1,173 $493K Reduce -0.5%
UNH Unitedhealth Group Inc. 0.15% 1,573 $491K Add +11.9%
AXS Axis Capital Holdings Ltd. 0.15% 4,710 $489K Reduce -0.1%
ABBV Abbvie Inc. 0.14% 2,567 $476K Reduce -0.6%
MCK McKesson Corp. 0.14% 646 $473K Reduce -7.8%
KR Kroger Co. 0.14% 6,590 $473K Reduce -8.3%
AMZN Amazon.com Inc. 0.14% 2,145 $471K Add +41.8%
CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC 0.14% 3,560 $453K Add +40.9%
DOV Dover Corp. 0.13% 2,443 $448K No change
ADP Automatic Data Processing 0.13% 1,432 $442K No change
EBAY eBay Inc. 0.13% 5,918 $441K Reduce -6.0%
CSCO Cisco Systems Inc. 0.13% 6,291 $436K Add +18.4%
CIB Grupo Cibest SA-ADR 0.13% 9,446 $436K Reduce -1.1%
LIN Linde PLC 0.13% 906 $425K Reduce -0.2%
META Meta Platforms Inc. Class A 0.12% 558 $412K New
MS Morgan Stanley 0.12% 2,921 $411K Add +24.1%
LOW Lowe's Cos Inc. 0.12% 1,831 $406K No change
GM General Motors Co. 0.12% 8,004 $394K Reduce -52.3%
V Visa Inc. Class A 0.12% 1,094 $388K Add +32.8%
SLV iShares Silver Trust 0.12% 11,783 $387K New
ACN Accenture PLC Class A 0.11% 1,271 $380K Add +6.0%
VOO Vanguard S&P 500 ETF 0.11% 665 $378K No change
ADI Analog Devices Inc. 0.11% 1,572 $374K No change
CNA Cna Financial Corp. 0.11% 7,970 $371K Reduce -48.1%
PFF iShares Preferred & Income S 0.11% 11,865 $364K Add +0.0%
HIG Hartford Insurance Group Inc. 0.11% 2,848 $361K New
OHI Omega Healthcare Investors 0.11% 9,784 $359K New
TTMI TTM Technologies 0.11% 8,652 $353K New
BTSG Brightspring Health Services 0.10% 14,871 $351K New
HD Home Depot Inc. 0.10% 955 $350K Add +29.9%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 717 $348K Reduce -0.8%
GFF Griffon Corp. 0.10% 4,768 $345K Add +4.2%
PEP Pepsico Inc. 0.10% 2,601 $343K Reduce -0.5%
PKW Invesco Buyback Achievers Et 0.10% 2,691 $333K No change
CAT Caterpillar Inc. 0.10% 852 $331K Reduce -35.3%
KD Kyndryl Holdings Inc. 0.10% 7,859 $330K New
SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI 0.10% 14,560 $320K New
BAP Credicorp Ltd. 0.10% 1,429 $319K New
AFL Aflac Inc. 0.10% 3,015 $318K Reduce -0.3%
MDYV SS SPDR S&P 400 MC Val ETF 0.09% 3,984 $316K Reduce -0.1%
BLK BlackRock Inc. 0.09% 294 $308K Reduce -0.7%
JHG Janus Henderson Group PLC 0.09% 7,861 $305K Reduce -75.0%
ABT Abbott Laboratories 0.09% 2,241 $305K Reduce -3.9%
COST Costco Wholesale Corp. 0.09% 307 $304K New
NEE Nextera Energy Inc. 0.09% 4,288 $298K Reduce -0.1%
LNC Lincoln National Corp. 0.09% 8,373 $290K Add +27.5%
GD General Dynamics Corp. 0.09% 984 $287K Add +32.1%
APAM Artisan Partners Asset Ma -A 0.09% 6,463 $287K Reduce -53.9%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 0.09% 8,364 $284K Reduce -0.5%
MCD McDonald's Corp. 0.08% 965 $282K Add +32.0%
PG The Procter & Gamble Co. 0.08% 1,746 $278K Add +14.6%
GOOGL Alphabet Inc. Class A 0.08% 1,552 $273K New
CEG Constellation Energy 0.08% 846 $273K New
PSX Phillips 66 0.08% 2,241 $267K Reduce -0.3%
LLY Eli Lilly & Co. 0.08% 337 $263K No change
AMGN Amgen Inc. 0.08% 905 $253K No change
MRK Merck & Co. Inc. 0.08% 3,175 $251K Add +22.5%
IEFA iShares Core MSCI Eafe ETF 0.08% 3,008 $251K Reduce -1.2%
NSC Norfolk Southern Corp. 0.07% 953 $244K No change
PAYX Paychex Inc. 0.07% 1,674 $244K No change
LHX L3HARRIS Technologies Inc. 0.07% 959 $241K Reduce -0.2%
ITW Illinois Tool Works 0.07% 959 $237K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 4,983 $236K New
PHM Pultegroup Inc. 0.07% 2,223 $234K Reduce -37.3%
VIG Vanguard Dividend Apprec ETF 0.07% 1,129 $231K No change
GILD Gilead Sciences Inc. 0.07% 2,072 $230K Reduce -0.5%
MDYG SS SPDR S&P 400 MC GR ETF 0.07% 2,598 $226K Add +0.1%
KO The Coca-Cola Co. 0.07% 3,152 $223K New
LEN Lennar Corp. Class A 0.07% 2,000 $221K Reduce -55.4%
CAC Camden National Corp. 0.06% 5,297 $215K Add +0.1%
CAH Cardinal Health Inc. 0.06% 1,254 $211K New
TSM Taiwan Semiconductor-SP ADR 0.06% 926 $210K New
APD Air Products & Chemicals Inc. 0.06% 737 $208K No change
ITOT iShares Core S&P Total U.S. 0.06% 1,529 $206K New
FPE FT-Preferred Secur & Inc. ETF 0.06% 11,594 $206K Reduce -10.4%
PNC PNC Financial Services Group 0.06% 1,094 $204K New
RITM Rithm Capital Corp. 0.06% 17,862 $202K Add +25.6%
SLYV SS SPDR S&P 600 SC Val ETF 0.06% 2,508 $200K Reduce -5.6%
BROOKLINE BANCORP INC 0.04% 11,162 $118K No change
VTRS Viatris Inc. 0.03% 10,723 $96K Reduce -70.4%

Portfolio Sells Q1 2025 → Q2 2025
UPS United Parcel Service Class B Reduce -0.0% 5.11% −0.86
SPYV SS SPDR P S&P 500 Value ETF Reduce -0.1% 8.28% −0.40
JHG Janus Henderson Group PLC Reduce -75.0% 0.09% −0.27
GLD SPDR Gold Shares Reduce -2.9% 5.87% −0.26
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -13.8% 1.46% −0.25
UHS Universal Health Services-B Sold out 0.00% −0.24
AYI Acuity Inc. Sold out 0.00% −0.24
SF Stifel Financial Corp. Sold out 0.00% −0.24
BMY Bristol-Myers Squibb Co. Reduce -29.5% 0.20% −0.20
RSPH Invesco S&P 500 Equal Weight Sold out 0.00% −0.19
IP International Paper Co. Reduce -38.7% 0.17% −0.17
ACIW Aci Worldwide Inc. Sold out 0.00% −0.16
DVA Davita Inc. Sold out 0.00% −0.16
CNA Cna Financial Corp. Reduce -48.1% 0.11% −0.14
FULT Fulton Financial Corp. Sold out 0.00% −0.14
AGZ iShares Agency Bond ETF Reduce -34.3% 0.22% −0.14
GM General Motors Co. Reduce -52.3% 0.12% −0.14
COKE Coca-Cola Consolidated Inc. Sold out 0.00% −0.13
TGNA Tegna Inc. Sold out 0.00% −0.13
SNV Synovus Financial Corp. Sold out 0.00% −0.13
HBAN Huntington Bancshares Inc. Sold out 0.00% −0.11
LEN Lennar Corp. Class A Reduce -55.4% 0.07% −0.10
NTAP Netapp Inc. Sold out 0.00% −0.10
APAM Artisan Partners Asset Ma -A Reduce -53.9% 0.09% −0.09
SPLV Invesco S&P 500 Low Volatili Sold out 0.00% −0.09
RGA Reinsurance Group of America Sold out 0.00% −0.08
FIW First Trust Water ETF Sold out 0.00% −0.08
JWN Nordstrom Inc. Sold out 0.00% −0.08
AIRR First Trust Rba American Ind Sold out 0.00% −0.08
VTRS Viatris Inc. Reduce -70.4% 0.03% −0.07
XLI SS Industrial Select Sector Reduce -29.6% 0.20% −0.07
TMHC Taylor Morrison Home Corp. Sold out 0.00% −0.07
AJG Arthur J Gallagher & Co. Sold out 0.00% −0.07
DFAT Dimensional US Target Value Reduce -11.5% 0.35% −0.06
PHM Pultegroup Inc. Reduce -37.3% 0.07% −0.05
CAT Caterpillar Inc. Reduce -35.3% 0.10% −0.04
DFUV Dimensional US Marketwide Va Reduce -5.2% 0.35% −0.04
R Ryder System Inc. Reduce -10.7% 0.38% −0.03
ABBV Abbvie Inc. Reduce -0.6% 0.14% −0.03
PEP Pepsico Inc. Reduce -0.5% 0.10% −0.02
DFUS Dimensional US Eq MKT ETF Reduce -9.7% 0.27% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.8% 0.10% −0.02
MSI Motorola Solutions Inc. Reduce -0.5% 0.15% −0.02
KR Kroger Co. Reduce -8.3% 0.14% −0.01
AFL Aflac Inc. Reduce -0.3% 0.10% −0.01
FPE FT-Preferred Secur & Inc. ETF Reduce -10.4% 0.06% −0.01
DJP Ipath Bloomberg Commodity Inc. Reduce -0.5% 0.09% −0.01
MCK McKesson Corp. Reduce -7.8% 0.14% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -3.4% 0.36% −0.01
PSX Phillips 66 Reduce -0.3% 0.08% −0.01

Portfolio Buys Q1 2025 → Q2 2025
EXC Exelon Corp. New 0.28% +0.28
NFG National Fuel Gas Co. New 0.26% +0.26
MO Altria Group Inc. New 0.25% +0.25
VZ Verizon Communications Inc. New 0.23% +0.23
MSFT Microsoft Corp. Add +2.8% 0.98% +0.21
B Barrick Mining Corp. New 0.21% +0.21
MCHI iShares MSCI China ETF New 0.20% +0.20
CALM Cal-Maine Foods Inc. New 0.17% +0.17
XLC SS Comm Select Sector SPDR Add +3.0% 2.32% +0.17
ITRI Itron Inc. New 0.16% +0.16
BMA Banco Macro SA-ADR New 0.15% +0.15
BPOP Popular Inc. New 0.15% +0.15
EYLD Cambria Emerg Shrhldr Yield Add +29.9% 0.49% +0.13
C Citigroup Inc. Add +22.9% 0.46% +0.13
META Meta Platforms Inc. Class A New 0.12% +0.12
SLV iShares Silver Trust New 0.12% +0.12
XLU St Sr Utl SL SE SPDR ETF-Usd Add +13.8% 1.28% +0.11
JPM JPMorgan Chase & Co. Add +9.1% 0.65% +0.11
HIG Hartford Insurance Group Inc. New 0.11% +0.11
OHI Omega Healthcare Investors New 0.11% +0.11
TTMI TTM Technologies New 0.11% +0.11
BTSG Brightspring Health Services New 0.10% +0.10
KD Kyndryl Holdings Inc. New 0.10% +0.10
DGRO iShares Core Dividend Growth Add +13.5% 1.11% +0.10
SBS Cia Saneamento Basico DE-ADR New 0.10% +0.10
BAP Credicorp Ltd. New 0.10% +0.10
EME Emcor Group Inc. Add +3.9% 0.33% +0.09
XLF SS Financial Select Sector Add +11.2% 1.14% +0.09
COST Costco Wholesale Corp. New 0.09% +0.09
SYF Synchrony Financial Add +19.4% 0.32% +0.09
GGME Invesco Next Gen Media and G Add +26.1% 0.28% +0.09
GOOGL Alphabet Inc. Class A New 0.08% +0.08
CEG Constellation Energy New 0.08% +0.08
HWC Hancock Whitney Corp. Add +47.8% 0.23% +0.08
SANM Sanmina Corp. Add +60.3% 0.16% +0.08
FLEX Flex Ltd. Add +4.3% 0.23% +0.07
BAC Bank of America Corp. New 0.07% +0.07
KO The Coca-Cola Co. New 0.07% +0.07
CAH Cardinal Health Inc. New 0.06% +0.06
TSM Taiwan Semiconductor-SP ADR New 0.06% +0.06
APP AppLovin Corp. Class A Add +6.7% 0.26% +0.06
ITOT iShares Core S&P Total U.S. New 0.06% +0.06
UGI Ugi Corp. Add +25.4% 0.27% +0.06
PNC PNC Financial Services Group New 0.06% +0.06
CVSA Covista Inc. Add +40.9% 0.14% +0.05
IBKR Interactive Brokers Gro Class A Add +6.9% 0.21% +0.05
IBM Intl Business Machines Corp. Add +23.4% 0.18% +0.05
AMZN Amazon.com Inc. Add +41.8% 0.14% +0.05
EXEL Exelixis Inc. Add +18.4% 0.18% +0.04
VIRT Virtu Financial Inc. Class A Add +7.4% 0.27% +0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 692$413.7MVYM, SPYG, GLD, RSP, XLK
Q1 2026 700$366.1MGLD, VYM, SPYV, XLV, UPS
Q4 2025 719$378.0MGLD, SPYV, VYM, XLV, XLK
Q3 2025 685$371.0MSPYV, RSP, VYM, GLD, SPY
Q2 2025 179$334.2MSPYV, RSP, VYM, GLD, UPS
Q1 2025 170$311.5MSPYV, RSP, VYM, GLD, UPS
Q4 2024 172$309.5MRSP, SPYV, VYM, GLD, SPY
Q3 2024 179$299.0MRSP, SPYV, VYM, SPY, SPMD
Q2 2024 186$284.7MSPYG, SPYV, SPMD, SPY, VYM
Q1 2024 185$286.3MSPYV, SPYG, SPMD, SPY, VYM