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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 621 | SJNK | SPDR SERIES TRUST | — | 139.0 | $4K | 0.00% | NEW | — | $25.32 | -1.0% |
| 622 | VCIT | VANGUARD SCOTTSDALE FDS | — | 42.0 | $4K | 0.00% | — | — | $83.76 | -1.5% |
| 623 | CHWY | CHEWY INC | Consumer Cyclical | 100.0 | $3K | 0.00% | — | — | $33.05 | -35.7% |
| 624 | SNOW | SNOWFLAKE INC | Technology | 15.0 | $3K | 0.00% | — | — | $219.33 | -18.5% |
| 625 | FSK | FS KKR CAP CORP | Financial Services | 218.0 | $3K | 0.00% | — | — | $14.81 | -26.4% |
| 626 | QTEC | FIRST TR EXCHANGE-TRADED FD | — | 14.0 | $3K | 0.00% | NEW | — | $230.29 | +36.1% |
| 627 | BUD | ANHEUSER BUSCH INBEV SA/NV | Consumer Defensive | 50.0 | $3K | 0.00% | — | — | $64.04 | +28.5% |
| 628 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 111.0 | $3K | 0.00% | — | — | $28.82 | -6.4% |
| 629 | IEF | ISHARES TR | — | 33.0 | $3K | 0.00% | -266.0 | -89.0% | $96.15 | -2.0% |
| 630 | SCHG | SCHWAB STRATEGIC TR | — | 95.0 | $3K | 0.00% | NEW | — | $32.62 | +5.8% |
| 631 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 17.0 | $3K | 0.00% | NEW | — | $177.76 | -22.3% |
| 632 | MRNA | MODERNA INC | Healthcare | 100.0 | $3K | 0.00% | — | — | $29.49 | +61.7% |
| 633 | — | AMERICAN BITCOIN CORP. | — | 1,682.0 | $3K | 0.00% | — | — | $1.70 | — |
| 634 | QQQM | INVESCO EXCH TRADED FD TR II | — | 11.0 | $3K | 0.00% | NEW | — | $252.91 | +18.5% |
| 635 | IEMG | ISHARES INC | — | 41.0 | $3K | 0.00% | NEW | — | $67.22 | +23.7% |
| 636 | COIN | COINBASE GLOBAL INC | Financial Services | 12.0 | $3K | 0.00% | NEW | — | $226.17 | -18.1% |
| 637 | MSTR | STRATEGY INC | Technology | 16.0 | $2K | 0.00% | NEW | — | $151.94 | +7.8% |
| 638 | REZI | RESIDEO TECHNOLOGIES INC | Industrials | 68.0 | $2K | 0.00% | — | — | $35.12 | -15.3% |
| 639 | BOND | PIMCO ETF TR | — | 25.0 | $2K | 0.00% | NEW | — | $93.08 | -1.4% |
| 640 | ARM | ARM HOLDINGS PLC | Technology | 21.0 | $2K | 0.00% | NEW | — | $109.33 | +190.4% |
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%