Portfolio (Quarterly)
Guide ↗
Measured Wealth Private Client Group, LLC
· CIK 0001720235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 48.0 | $14K | 0.00% | +32.0 | +200.0% | $287.23 | +40.0% |
| 122 | TTC | TORO CO | Industrials | 121.0 | $10K | 0.00% | +3.0 | +2.5% | $78.72 | +15.3% |
| 123 | MGC | VANGUARD WORLD FD | — | 23.0 | $6K | 0.00% | +13.0 | +130.0% | $255.30 | +7.4% |
| 124 | HOG | HARLEY DAVIDSON INC | Consumer Cyclical | 225.0 | $5K | 0.00% | +2.0 | +0.9% | $20.48 | +15.8% |
| 125 | NFLX | NETFLIX INC | Communication Services | 20.0 | $2K | — | +18.0 | +900.0% | $93.75 | -5.5% |
| 126 | ESGD | ISHARES TR | — | 3.0 | $267.0 | — | +2.0 | +200.0% | $89.00 | +15.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
41.9%
Industrials
18.5%
Technology
17.4%
Healthcare
5.7%
Utilities
3.8%
Consumer Cyclical
3.7%
Basic Materials
2.6%
Consumer Defensive
2.6%
Energy
1.8%
Real Estate
1.0%