Portfolio (Quarterly)
Guide ↗
Measured Wealth Private Client Group, LLC
· CIK 0001720235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | HYG | ISHARES TR | — | 23 | $2K | — | SOLD |
| 82 | MATX | MATSON INC | Industrials | 15 | $2K | — | SOLD |
| 83 | SMCI | SUPER MICRO COMPUTER INC | Technology | 60 | $2K | — | SOLD |
| 84 | FLTR | VANECK ETF TRUST | — | 65 | $2K | — | SOLD |
| 85 | PCAR | PACCAR INC | Industrials | 15 | $2K | — | SOLD |
| 86 | SCHV | SCHWAB STRATEGIC TR | — | 55 | $2K | — | SOLD |
| 87 | SHOP | SHOPIFY INC | Technology | 10 | $2K | — | SOLD |
| 88 | HYLB | DBX ETF TR | — | 43 | $2K | — | SOLD |
| 89 | COLD | AMERICOLD REALTY TRUST INC | Real Estate | 122 | $2K | — | SOLD |
| 90 | OTTR | OTTER TAIL CORP | Utilities | 19 | $2K | — | SOLD |
| 91 | RS | RELIANCE INC | Basic Materials | 5 | $1K | — | SOLD |
| 92 | STNG | SCORPIO TANKERS INC | Energy | 26 | $1K | — | SOLD |
| 93 | FLRN | SPDR SERIES TRUST | — | 43 | $1K | — | SOLD |
| 94 | SAIC | SCIENCE APPLICATIONS INTL CO | Technology | 12 | $1K | — | SOLD |
| 95 | ESGV | VANGUARD WORLD FD | — | 8 | $968.0 | — | SOLD |
| 96 | BCC | BOISE CASCADE CO DEL | Basic Materials | 13 | $957.0 | — | SOLD |
| 97 | NUDM | NUSHARES ETF TR | — | 24 | $869.0 | — | SOLD |
| 98 | AMR | ALPHA METALLURGICAL RESOUR I | Energy | 4 | $800.0 | — | SOLD |
| 99 | SUSC | ISHARES TR | — | 31 | $725.0 | — | SOLD |
| 100 | NUEM | NUSHARES ETF TR | — | 18 | $640.0 | — | 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%