Portfolio (Quarterly)
Guide ↗
Measured Wealth Private Client Group, LLC
· CIK 0001720235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | KBR | KBR INC | Industrials | 458.0 | $22K | 0.01% | NEW | — | $47.29 | -29.1% |
| 462 | CHRD | CHORD ENERGY CORPORATION | Energy | 216.0 | $21K | 0.01% | NEW | — | $99.37 | +38.7% |
| 463 | ECL | ECOLAB INC | Basic Materials | 78.0 | $21K | 0.01% | NEW | — | $273.86 | -7.2% |
| 464 | CHE | CHEMED CORP NEW | Healthcare | 47.0 | $21K | 0.01% | NEW | — | $447.74 | -2.3% |
| 465 | CME | CME GROUP INC | Financial Services | 77.0 | $21K | 0.01% | NEW | — | $270.19 | +4.6% |
| 466 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 275.0 | $21K | 0.01% | NEW | — | $75.10 | -14.5% |
| 467 | SGOV | ISHARES TR | — | 205.0 | $21K | 0.01% | NEW | — | $100.70 | -0.1% |
| 468 | ETN | EATON CORP PLC | Industrials | 55.0 | $21K | 0.01% | NEW | — | $374.25 | +7.7% |
| 469 | GVI | ISHARES TR | — | 191.0 | $21K | 0.01% | NEW | — | $107.43 | -1.3% |
| 470 | SLQD | ISHARES TR | — | 403.0 | $20K | 0.01% | NEW | — | $50.83 | -0.9% |
| 471 | TMUS | T-MOBILE US INC | Communication Services | 85.0 | $20K | 0.01% | NEW | — | $239.38 | -20.2% |
| 472 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 25.0 | $20K | 0.01% | NEW | — | $796.36 | +24.9% |
| 473 | HUBG | HUB GROUP INC | Industrials | 572.0 | $20K | 0.01% | NEW | — | $34.44 | +24.2% |
| 474 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 140.0 | $20K | 0.01% | NEW | — | $140.38 | +10.9% |
| 475 | — | CORPAY INC | — | 68.0 | $20K | 0.01% | NEW | — | $288.06 | — |
| 476 | QCOM | QUALCOMM INC | Technology | 117.0 | $19K | 0.01% | NEW | — | $166.36 | +49.6% |
| 477 | RSPF | INVESCO EXCHANGE TRADED FD T | — | 249.0 | $19K | 0.01% | NEW | — | $77.78 | -2.4% |
| 478 | VONG | VANGUARD SCOTTSDALE FDS | — | 160.0 | $19K | 0.01% | NEW | — | $120.50 | +7.3% |
| 479 | SHOO | MADDEN STEVEN LTD | Consumer Cyclical | 572.0 | $19K | 0.01% | NEW | — | $33.48 | +27.7% |
| 480 | DEO | DIAGEO PLC | Consumer Defensive | 198.0 | $19K | 0.01% | NEW | — | $95.43 | -10.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
41.8%
Technology
17.8%
Industrials
17.3%
Healthcare
5.3%
Consumer Cyclical
4.7%
Consumer Defensive
3.6%
Utilities
3.1%
Basic Materials
2.2%
Energy
1.7%
Communication Services
1.3%