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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 1,661.0 | $55K | 0.01% | -68.0 | -3.9% | $33.29 | +36.5% |
| 142 | PLUG | PLUG PWR INC | Industrials | 20,401.0 | $55K | 0.01% | -16K | -44.2% | $2.71 | -16.6% |
| 143 | VMI | VALMONT INDS INC | Industrials | 94.0 | $54K | 0.01% | -42.0 | -30.9% | $577.60 | -17.4% |
| 144 | COKE | COCA COLA CONS INC | Consumer Defensive | 281.0 | $54K | 0.01% | -303.0 | -51.9% | $191.06 | +0.5% |
| 145 | LRCX | LAM RESEARCH CORP | Technology | 121.0 | $52K | 0.01% | -96.0 | -44.2% | $433.33 | -27.5% |
| 146 | LFUS | LITTELFUSE INC | Technology | 114.0 | $52K | 0.01% | -22.0 | -16.2% | $455.33 | -8.2% |
| 147 | — | MORGAN STANLEY ETF TRUST | — | 971.0 | $49K | 0.01% | -42.0 | -4.2% | $50.01 | — |
| 148 | MTB | M & T BK CORP | Financial Services | 203.0 | $48K | 0.01% | -765.0 | -79.0% | $238.01 | +0.1% |
| 149 | CR | CRANE COMPANY | Industrials | 214.0 | $48K | 0.01% | -13.0 | -5.7% | $223.07 | -6.7% |
| 150 | BX | BLACKSTONE INC | Financial Services | 399.0 | $47K | 0.01% | -1K | -75.1% | $117.61 | +22.9% |
| 151 | NVMI | NOVA LTD | Technology | 86.0 | $47K | 0.01% | -28.0 | -24.6% | $542.94 | -31.6% |
| 152 | PRIM | PRIMORIS SVCS CORP | Industrials | 456.0 | $45K | 0.01% | -1K | -72.6% | $99.12 | -23.0% |
| 153 | IJH | ISHARES TR | — | 586.0 | $45K | 0.01% | -133.0 | -18.5% | $77.11 | -0.8% |
| 154 | AMT | AMERICAN TOWER CORP | Real Estate | 269.0 | $44K | 0.01% | -65.0 | -19.5% | $163.57 | +6.6% |
| 155 | CI | THE CIGNA GROUP | Healthcare | 159.0 | $44K | 0.01% | -37.0 | -18.9% | $275.68 | +1.3% |
| 156 | GEV | GE VERNOVA INC | Utilities | 37.0 | $43K | 0.01% | -119.0 | -76.3% | $1174.86 | -19.2% |
| 157 | AEIS | ADVANCED ENERGY INDS | Industrials | 97.0 | $36K | 0.01% | -136.0 | -58.4% | $372.87 | -23.5% |
| 158 | CHRW | C H ROBINSON WORLDWIDE IN | Industrials | 187.0 | $35K | 0.01% | -96.0 | -33.9% | $188.34 | -19.8% |
| 159 | MTDR | MATADOR RES CO | Energy | 702.0 | $35K | 0.01% | -77.0 | -9.9% | $49.78 | +9.7% |
| 160 | SCHO | SCHWAB STRATEGIC TR | — | 1,408.0 | $34K | 0.01% | -699.0 | -33.2% | $24.14 | -0.1% |
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
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%