Measured Wealth Private Client Group, LLC: A Closer Look at Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction:

In the world of finance, 13F filings provide vital insights into the holdings of institutional investment managers. These filings offer a snapshot of a fund's portfolio and can help investors make informed decisions about their own investments. In this article, we will be examining the Q1 2023 vs. Q2 2023 13F holdings comparison for Measured Wealth Private Client Group, LLC. We will delve into the changes in their holdings, looking at the shares and values of various issuers they invest in.

A Shift in Holdings:

Measured Wealth Private Client Group, LLC witnessed several significant changes in their holdings during the transition from Q1 2023 to Q2 2023. Let's take a closer look at some of these shifts:

1. SPDR Series Trust (SPYV):

SPYV, an ETF that tracks the performance of small-cap value stocks, saw a decrease in shares held by Measured Wealth Private Client Group, LLC. There was a 4.1% reduction in shares, indicating a shift in their investment strategy.

2. Vanguard Whitehall FDS (VYM):

VYM, a fund that invests in high-dividend-yielding stocks, also experienced a decrease in shares held. Measured Wealth Private Client Group, LLC reduced their holdings by 10.1%, possibly due to changes in their dividend investment strategy.

3. Select Sector SPDR Trust (XLV):

Measured Wealth Private Client Group, LLC increased their holdings in XLV, an ETF that invests in healthcare companies. The number of shares held rose by 43.5%, signaling a bullish outlook for the healthcare sector.

4. SPDR Gold Trust (GLD):

GLD, an ETF that tracks the price of gold, saw a slight increase in shares held by Measured Wealth Private Client Group, LLC. The 9.8% increase reflects a continued interest in gold as a safe-haven asset.

5. Apple Inc. (AAPL):

Measured Wealth Private Client Group, LLC maintained their holdings in Apple Inc. with a negligible change in the number of shares held. This indicates confidence in the tech giant's performance and potential for growth.

Key Takeaways:

From the aforementioned changes, we can gather a few key takeaways:

1. Strategy Shift:

Measured Wealth Private Client Group, LLC made notable adjustments to their holdings, implying a possible shift in investment strategy. These changes may have been influenced by market conditions or the fund's outlook for certain sectors.

2. Sector Focus:

The increased holdings in XLV, the healthcare ETF, suggest a continued focus on healthcare investments. This could be due to the fund's assessment of the sector's future potential and growth opportunities.

3. Diversification:

Maintaining their holdings in Apple Inc. alongside other changes in the portfolio indicates a focus on diversification. Measured Wealth Private Client Group, LLC aims to balance their portfolio by investing in various asset classes and companies.

Conclusion:

Measured Wealth Private Client Group, LLC's Q1 2023 vs. Q2 2023 13F holdings comparison reveals interesting changes in their investment portfolio. The fund made strategic shifts, reducing holdings in certain stocks while increasing exposure to others. These adjustments reflect Measured Wealth Private Client Group, LLC's evolving investment strategy and their assessment of market conditions.

Please note that the above analysis is based on the 13F filings and does not constitute financial advice. It is recommended to consult with a financial advisor or conduct further research before making investment decisions.

Disclaimer: This article is for informational purposes only and does not constitute financial advice. The writer and the company bear no responsibility for any investment decisions made based on the information provided above.