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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | ATKR | ATKORE INC | Industrials | 1,268.0 | $80K | 0.02% | — | — | $63.25 | +36.7% |
| 262 | FDS | FACTSET RESH SYS INC | Financial Services | 276.0 | $80K | 0.02% | — | — | $290.19 | -19.8% |
| 263 | SF | STIFEL FINL CORP | Financial Services | 637.0 | $80K | 0.02% | -606.0 | -48.8% | $125.25 | -41.9% |
| 264 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 550.0 | $80K | 0.02% | — | — | $144.76 | -81.9% |
| 265 | HON | HONEYWELL INTL INC | Industrials | 408.0 | $80K | 0.02% | -391.0 | -48.9% | $195.09 | +18.7% |
| 266 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 1,469.0 | $79K | 0.02% | -25.0 | -1.7% | $53.83 | +14.0% |
| 267 | — | GLOBUS MED INC | — | 883.0 | $77K | 0.02% | -54.0 | -5.8% | $87.31 | — |
| 268 | PHM | PULTE GROUP INC | Consumer Cyclical | 653.0 | $77K | 0.02% | -473.0 | -42.0% | $117.26 | +0.3% |
| 269 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 1,920.0 | $76K | 0.02% | -3K | -58.9% | $39.39 | -19.1% |
| 270 | UNP | UNION PAC CORP | Industrials | 325.0 | $75K | 0.02% | -406.0 | -55.5% | $231.32 | +17.3% |
| 271 | KD | KYNDRYL HLDGS INC | Technology | 2,798.0 | $74K | 0.02% | -11K | -79.8% | $26.56 | -54.6% |
| 272 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 324.0 | $72K | 0.02% | — | — | $223.17 | -34.0% |
| 273 | PLUG | PLUG POWER INC | Industrials | 36,580.0 | $72K | 0.02% | NEW | — | $1.97 | +97.2% |
| 274 | APAM | ARTISAN PARTNERS ASSET MGMT | Financial Services | 1,762.0 | $72K | 0.02% | -4K | -67.0% | $40.74 | -7.2% |
| 275 | IJR | ISHARES TR | — | 593.0 | $71K | 0.02% | -293.0 | -33.1% | $120.18 | +16.0% |
| 276 | ASML | ASML HOLDING N V | Technology | 66.0 | $71K | 0.02% | +1.0 | +1.5% | $1069.86 | +53.0% |
| 277 | IJS | ISHARES TR | — | 616.0 | $70K | 0.02% | -76.0 | -11.0% | $113.72 | +15.0% |
| 278 | EMR | EMERSON ELEC CO | Industrials | 526.0 | $70K | 0.02% | — | — | $132.65 | +6.0% |
| 279 | WRB | BERKLEY W R CORP | Financial Services | 990.0 | $69K | 0.02% | — | — | $70.12 | -3.8% |
| 280 | OGE | OGE ENERGY CORP | Utilities | 1,607.0 | $69K | 0.02% | — | — | $42.70 | +13.5% |
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
41.9%
Industrials
18.5%
Technology
17.4%
Healthcare
5.7%
Utilities
3.8%
Consumer Cyclical
3.7%
Basic Materials
2.6%
Consumer Defensive
2.6%
Energy
1.8%
Real Estate
1.0%