Portfolio (Quarterly)
Guide ↗
Measured Wealth Private Client Group, LLC
· CIK 0001720235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 39 | $18K | 0.01% | SOLD |
| 42 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 80 | $17K | 0.01% | SOLD |
| 43 | KBR | KBR INC | Industrials | 431 | $17K | 0.01% | SOLD |
| 44 | — | QIAGEN NV | — | 374 | $17K | 0.00% | SOLD |
| 45 | — | TEGNA INC | — | 861 | $17K | 0.00% | SOLD |
| 46 | BWXT | BWX TECHNOLOGIES INC | Industrials | 92 | $16K | 0.00% | SOLD |
| 47 | — | HOLOGIC INC | — | 208 | $15K | 0.00% | SOLD |
| 48 | BL | BLACKLINE INC | Technology | 278 | $15K | 0.00% | SOLD |
| 49 | JLL | JONES LANG LASALLE INC | Real Estate | 43 | $14K | 0.00% | SOLD |
| 50 | IT | GARTNER INC | Technology | 56 | $14K | 0.00% | SOLD |
| 51 | SMMV | ISHARES TR | — | 293 | $13K | 0.00% | SOLD |
| 52 | AVSC | AMERICAN CENTY ETF TR | — | 209 | $12K | 0.00% | SOLD |
| 53 | SHV | ISHARES TR | — | 101 | $11K | 0.00% | SOLD |
| 54 | GPC | GENUINE PARTS CO | Consumer Cyclical | 83 | $10K | 0.00% | SOLD |
| 55 | BRO | BROWN & BROWN INC | Financial Services | 127 | $10K | 0.00% | SOLD |
| 56 | HAL | HALLIBURTON CO | Energy | 355 | $10K | 0.00% | SOLD |
| 57 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 161 | $10K | 0.00% | SOLD |
| 58 | GLOB | GLOBANT S A | Technology | 130 | $8K | 0.00% | SOLD |
| 59 | RKLB | ROCKET LAB CORP | Industrials | 99 | $7K | 0.00% | SOLD |
| 60 | IGM | ISHARES TR | — | 52 | $7K | 0.00% | 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%