Portfolio (Quarterly)
Guide ↗
Measured Wealth Private Client Group, LLC
· CIK 0001720235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | ESGU | ISHARES TR | — | 33 | $5K | 0.00% | SOLD |
| 62 | DUHP | DIMENSIONAL ETF TRUST | — | 116 | $4K | 0.00% | SOLD |
| 63 | SHYG | ISHARES TR | — | 91 | $4K | 0.00% | SOLD |
| 64 | WEX | WEX INC | Technology | 25 | $4K | 0.00% | SOLD |
| 65 | SJNK | SPDR SERIES TRUST | — | 139 | $4K | 0.00% | SOLD |
| 66 | SCHG | SCHWAB STRATEGIC TR | — | 95 | $3K | 0.00% | SOLD |
| 67 | MRNA | MODERNA INC | Healthcare | 100 | $3K | 0.00% | SOLD |
| 68 | — | AMERICAN BITCOIN CORP. | — | 1,682 | $3K | 0.00% | SOLD |
| 69 | QQQM | INVESCO EXCH TRADED FD TR II | — | 11 | $3K | 0.00% | SOLD |
| 70 | COIN | COINBASE GLOBAL INC | Financial Services | 12 | $3K | 0.00% | SOLD |
| 71 | MSTR | STRATEGY INC | Technology | 16 | $2K | 0.00% | SOLD |
| 72 | BOND | PIMCO ETF TR | — | 25 | $2K | 0.00% | SOLD |
| 73 | ARM | ARM HOLDINGS PLC | Technology | 21 | $2K | 0.00% | SOLD |
| 74 | USHY | ISHARES TR | — | 57 | $2K | 0.00% | SOLD |
| 75 | SCHD | SCHWAB STRATEGIC TR | — | 76 | $2K | 0.00% | SOLD |
| 76 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 6 | $2K | 0.00% | SOLD |
| 77 | VLO | VALERO ENERGY CORP | Energy | 12 | $2K | 0.00% | SOLD |
| 78 | AEO | AMERICAN EAGLE OUTFITTERS IN | Consumer Cyclical | 74 | $2K | 0.00% | SOLD |
| 79 | ALV | AUTOLIV INC | Consumer Cyclical | 16 | $2K | 0.00% | SOLD |
| 80 | NFLX | NETFLIX INC | Communication Services | 20 | $2K | — | 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%