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 | PAR | PAR TECHNOLOGY CORP | Technology | 732.0 | $13K | 0.00% | +209.0 | +40.0% | $17.42 | +13.2% |
| 122 | PCOR | PROCORE TECHNOLOGIES INC | Technology | 272.0 | $11K | 0.00% | +11.0 | +4.2% | $40.62 | +52.1% |
| 123 | FICO | FAIR ISAAC CORP | Technology | 7.0 | $8K | 0.00% | +1.0 | +16.7% | $1114.00 | +2.1% |
| 124 | VGLT | VANGUARD SCOTTSDALE FDS | — | 121.0 | $7K | 0.00% | +120.0 | +10000.0% | $55.18 | -3.2% |
| 125 | HOG | HARLEY DAVIDSON INC | Consumer Cyclical | 229.0 | $6K | 0.00% | +4.0 | +1.8% | $24.45 | +15.5% |
| 126 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 114.0 | $3K | 0.00% | +3.0 | +2.7% | $26.66 | +7.9% |
| 127 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 25.0 | $3K | 0.00% | +8.0 | +47.1% | $117.92 | +51.8% |
| 128 | CNVS | CINEVERSE CORP | Communication Services | 11.0 | $33.0 | — | +10.0 | +1000.0% | $3.00 | -20.3% |
| 129 | AI | C3 AI INC | Technology | 2.0 | $14.0 | — | +1.0 | +100.0% | $7.00 | +42.4% |
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
34.2%
Industrials
19.9%
Technology
19.1%
Healthcare
8.0%
Consumer Cyclical
5.3%
Basic Materials
2.9%
Utilities
2.8%
Real Estate
2.5%
Consumer Defensive
2.3%
Energy
2.2%