Portfolio (Quarterly)
Guide ↗
Measured Wealth Private Client Group, LLC
· CIK 0001720235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | Technology | 650 | $105K | 0.03% | SOLD |
| 2 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 124 | $74K | 0.02% | SOLD |
| 3 | BEN | FRANKLIN RESOURCES INC | Financial Services | 2,417 | $56K | 0.01% | SOLD |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | — | 623 | $44K | 0.01% | SOLD |
| 5 | QLTA | ISHARES TR | — | 693 | $34K | 0.01% | SOLD |
| 6 | UL | UNILEVER PLC | Consumer Defensive | 521 | $31K | 0.01% | SOLD |
| 7 | NXST | NEXSTAR MEDIA GROUP INC | Communication Services | 142 | $28K | 0.01% | SOLD |
| 8 | SCHX | SCHWAB STRATEGIC TR | — | 970 | $26K | 0.01% | SOLD |
| 9 | — | WNS HLDGS LTD | — | 328 | $25K | 0.01% | SOLD |
| 10 | PAG | PENSKE AUTOMOTIVE GRP INC | Consumer Cyclical | 135 | $23K | 0.01% | SOLD |
| 11 | CLH | CLEAN HARBORS INC | Industrials | 100 | $23K | 0.01% | SOLD |
| 12 | CHE | CHEMED CORP NEW | Healthcare | 47 | $21K | 0.01% | SOLD |
| 13 | SGOV | ISHARES TR | — | 205 | $21K | 0.01% | SOLD |
| 14 | SLQD | ISHARES TR | — | 403 | $20K | 0.01% | SOLD |
| 15 | GRMN | GARMIN LTD | Technology | 74 | $18K | 0.01% | SOLD |
| 16 | SSNC | SS&C TECHNOLOGIES HLDGS INC | Technology | 200 | $18K | 0.01% | SOLD |
| 17 | FFIV | F5 INC | Technology | 52 | $17K | 0.01% | SOLD |
| 18 | FIS | FIDELITY NATL INFORMATION SV | Technology | 231 | $15K | 0.00% | SOLD |
| 19 | APLE | APPLE HOSPITALITY REIT INC | Real Estate | 1,095 | $13K | 0.00% | SOLD |
| 20 | SRLN | SSGA ACTIVE ETF TR | — | 309 | $13K | 0.00% | SOLD |
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%