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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 601 | MPLX | MPLX LP | Energy | 100.0 | $5K | 0.00% | NEW | — | $49.95 | +13.1% |
| 602 | HYG | ISHARES TR | — | 60.0 | $5K | 0.00% | NEW | — | $81.18 | -1.4% |
| 603 | PSK | SPDR SERIES TRUST | — | 146.0 | $5K | 0.00% | NEW | — | $33.07 | -6.3% |
| 604 | COWZ | PACER FDS TR | — | 84.0 | $5K | 0.00% | NEW | — | $57.46 | +11.9% |
| 605 | TU | TELUS CORPORATION | Communication Services | 300.0 | $5K | 0.00% | NEW | — | $15.77 | -20.5% |
| 606 | NMAI | NUVEEN MULTI ASSET INCOME FU | Financial Services | 364.0 | $5K | 0.00% | NEW | — | $12.98 | +7.9% |
| 607 | TEI | TEMPLETON EMERGING MKTS INCO | Financial Services | 750.0 | $5K | 0.00% | NEW | — | $6.20 | +1.8% |
| 608 | PBP | INVESCO EXCHANGE TRADED FD T | — | 199.0 | $4K | 0.00% | NEW | — | $22.12 | +2.8% |
| 609 | YOU | CLEAR SECURE INC | Technology | 126.0 | $4K | 0.00% | NEW | — | $33.38 | +86.7% |
| 610 | DIV | GLOBAL X FDS | — | 237.0 | $4K | 0.00% | NEW | — | $17.69 | +9.6% |
| 611 | BCO | BRINKS CO | Industrials | 35.0 | $4K | 0.00% | NEW | — | $116.86 | -8.5% |
| 612 | STRL | STERLING INFRASTRUCTURE INC | Industrials | 12.0 | $4K | 0.00% | NEW | — | $339.67 | +129.9% |
| 613 | CHWY | CHEWY INC | Consumer Cyclical | 100.0 | $4K | 0.00% | NEW | — | $40.45 | -47.3% |
| 614 | KVYO | KLAVIYO INC | Technology | 145.0 | $4K | 0.00% | NEW | — | $27.69 | -47.4% |
| 615 | INTC | INTEL CORP | Technology | 119.0 | $4K | 0.00% | NEW | — | $33.66 | +263.5% |
| 616 | — | LEIDOS HOLDINGS INC | — | 20.0 | $4K | 0.00% | NEW | — | $188.95 | — |
| 617 | VCIT | VANGUARD SCOTTSDALE FDS | — | 42.0 | $4K | 0.00% | NEW | — | $84.12 | -2.0% |
| 618 | IGF | ISHARES TR | — | 56.0 | $3K | 0.00% | NEW | — | $61.12 | +10.7% |
| 619 | MYE | MYERS INDS INC | Consumer Cyclical | 200.0 | $3K | 0.00% | NEW | — | $16.94 | +36.8% |
| 620 | SNOW | SNOWFLAKE INC | Technology | 15.0 | $3K | 0.00% | NEW | — | $225.53 | -21.0% |
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%