Portfolio (Quarterly)
Guide ↗
Measured Wealth Private Client Group, LLC
· CIK 0001720235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | LEVI | LEVI STRAUSS & CO NEW | Consumer Cyclical | 1,235 | $26K | 0.01% | SOLD |
| 22 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 125 | $25K | 0.01% | SOLD |
| 23 | HUBG | HUB GROUP INC | Industrials | 572 | $24K | 0.01% | SOLD |
| 24 | RSPH | INVESCO EXCHANGE TRADED FD T | — | 762 | $24K | 0.01% | SOLD |
| 25 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 130 | $24K | 0.01% | SOLD |
| 26 | DIHP | DIMENSIONAL ETF TRUST | — | 754 | $24K | 0.01% | SOLD |
| 27 | IMTM | ISHARES TR | — | 496 | $24K | 0.01% | SOLD |
| 28 | WDAY | WORKDAY INC | Technology | 106 | $23K | 0.01% | SOLD |
| 29 | DD | DUPONT DE NEMOURS INC | Basic Materials | 566 | $23K | 0.01% | SOLD |
| 30 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 111 | $22K | 0.01% | SOLD |
| 31 | QTWO | Q2 HLDGS INC | Technology | 307 | $22K | 0.01% | SOLD |
| 32 | — | ASTRAZENECA PLC | — | 235 | $22K | 0.01% | SOLD |
| 33 | EFAV | ISHARES TR | — | 244 | $21K | 0.01% | SOLD |
| 34 | DFIC | DIMENSIONAL ETF TRUST | — | 608 | $21K | 0.01% | SOLD |
| 35 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 36 | $21K | 0.01% | SOLD |
| 36 | MORN | MORNINGSTAR INC | Financial Services | 95 | $21K | 0.01% | SOLD |
| 37 | AVEM | AMERICAN CENTY ETF TR | — | 263 | $20K | 0.01% | SOLD |
| 38 | — | THOMSON REUTERS CORP | — | 146 | $19K | 0.01% | SOLD |
| 39 | — | SYNOVUS FINL CORP | — | 371 | $19K | 0.01% | SOLD |
| 40 | FULT | FULTON FINL CORP PA | Financial Services | 916 | $18K | 0.01% | SOLD |
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%