Portfolio (Quarterly)
Guide ↗
Measured Wealth Private Client Group, LLC
· CIK 0001720235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | KEX | KIRBY CORP | Industrials | 39 | $3K | 0.00% | SOLD |
| 42 | PEG | PUBLIC SVC ENTERPRISE GRP IN | Utilities | 36 | $3K | 0.00% | SOLD |
| 43 | MUSA | MURPHY USA INC | Consumer Cyclical | 7 | $3K | 0.00% | SOLD |
| 44 | O | REALTY INCOME CORP | Real Estate | 37 | $2K | 0.00% | SOLD |
| 45 | — | MILLROSE PPTYS INC | — | 60 | $2K | 0.00% | SOLD |
| 46 | DHI | D R HORTON INC | Consumer Cyclical | 8 | $1K | — | SOLD |
| 47 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 4 | $1K | — | SOLD |
| 48 | BKR | BAKER HUGHES COMPANY | Energy | 22 | $1K | — | SOLD |
| 49 | FISV | FISERV INC | Technology | 8 | $1K | — | SOLD |
| 50 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 6 | $1K | — | SOLD |
| 51 | PYPL | PAYPAL HLDGS INC | Financial Services | 14 | $939.0 | — | SOLD |
| 52 | LNTH | LANTHEUS HLDGS INC | Healthcare | 16 | $821.0 | — | SOLD |
| 53 | — | ZIMVIE INC | — | 28 | $530.0 | — | SOLD |
| 54 | PUBM | PUBMATIC INC | Technology | 27 | $224.0 | — | SOLD |
| 55 | AAL | AMERICAN AIRLS GROUP INC | Industrials | 5 | $56.0 | — | SOLD |
| 56 | SPSM | SPDR SERIES TRUST | — | 1 | $46.0 | — | 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%