Portfolio (Quarterly)
Guide ↗
Measured Wealth Private Client Group, LLC
· CIK 0001720235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | KAI | KADANT INC | Industrials | 43 | $13K | 0.00% | SOLD |
| 22 | NSIT | INSIGHT ENTERPRISES INC | Technology | 103 | $12K | 0.00% | SOLD |
| 23 | NVO | NOVO-NORDISK A S | Healthcare | 210 | $12K | 0.00% | SOLD |
| 24 | GLPI | GAMING & LEISURE PPTYS INC | Real Estate | 236 | $11K | 0.00% | SOLD |
| 25 | GNTX | GENTEX CORP | Consumer Cyclical | 380 | $11K | 0.00% | SOLD |
| 26 | PYLD | PIMCO ETF TR | — | 393 | $11K | 0.00% | SOLD |
| 27 | ICLR | ICON PLC | Healthcare | 60 | $10K | 0.00% | SOLD |
| 28 | VHT | VANGUARD WORLD FD | — | 38 | $10K | 0.00% | SOLD |
| 29 | CBT | CABOT CORP | Basic Materials | 126 | $10K | 0.00% | SOLD |
| 30 | DYNF | BLACKROCK ETF TRUST | — | 152 | $9K | 0.00% | SOLD |
| 31 | CNQ | CANADIAN NAT RES LTD | Energy | 238 | $8K | 0.00% | SOLD |
| 32 | SCZ | ISHARES TR | — | 97 | $7K | 0.00% | SOLD |
| 33 | FIW | FIRST TR EXCHANGE-TRADED FD | — | 58 | $7K | 0.00% | SOLD |
| 34 | FREL | FIDELITY COVINGTON TRUST | — | 212 | $6K | 0.00% | SOLD |
| 35 | PBP | INVESCO EXCHANGE TRADED FD T | — | 199 | $4K | 0.00% | SOLD |
| 36 | YOU | CLEAR SECURE INC | Technology | 126 | $4K | 0.00% | SOLD |
| 37 | BCO | BRINKS CO | Industrials | 35 | $4K | 0.00% | SOLD |
| 38 | STRL | STERLING INFRASTRUCTURE INC | Industrials | 12 | $4K | 0.00% | SOLD |
| 39 | — | LEIDOS HOLDINGS INC | — | 20 | $4K | 0.00% | SOLD |
| 40 | IGF | ISHARES TR | — | 56 | $3K | 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%