Portfolio (Quarterly)
Guide ↗
Measured Wealth Private Client Group, LLC
· CIK 0001720235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | SCHP | SCHWAB STRATEGIC TR | — | 17 | $450.0 | — | SOLD |
| 102 | CMF | ISHARES TR | — | 6 | $345.0 | — | SOLD |
| 103 | TEAM | ATLASSIAN CORPORATION | Technology | 2 | $324.0 | — | SOLD |
| 104 | ABNB | AIRBNB INC | Consumer Cyclical | 2 | $271.0 | — | SOLD |
| 105 | DOCU | DOCUSIGN INC | Technology | 3 | $205.0 | — | SOLD |
| 106 | PINS | PINTEREST INC | Communication Services | 4 | $104.0 | — | SOLD |
| 107 | WIX | WIX COM LTD | Technology | 1 | $104.0 | — | SOLD |
| 108 | VTIP | VANGUARD MALVERN FDS | — | 2 | $99.0 | — | SOLD |
| 109 | ESGE | ISHARES INC | — | 2 | $88.0 | — | SOLD |
| 110 | U | UNITY SOFTWARE INC | Technology | 2 | $88.0 | — | SOLD |
| 111 | ZM | ZOOM COMMUNICATIONS INC | Technology | 1 | $86.0 | — | SOLD |
| 112 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 4 | $79.0 | — | SOLD |
| 113 | SCLX | SCILEX HOLDING CO | Healthcare | 4 | $49.0 | — | SOLD |
| 114 | JD | JD.COM INC | Consumer Cyclical | 1 | $29.0 | — | SOLD |
| 115 | JBLU | JETBLUE AWYS CORP | Industrials | 4 | $18.0 | — | SOLD |
| 116 | BAND | BANDWIDTH INC | Technology | 1 | $15.0 | — | 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%