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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 701 | ZM | ZOOM COMMUNICATIONS INC | Technology | 1.0 | $86.0 | — | NEW | — | $86.00 | +12.5% |
| 702 | BIDU | BAIDU INC | Communication Services | 1.0 | $83.0 | — | — | — | $83.00 | +54.0% |
| 703 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 4.0 | $79.0 | — | NEW | — | $19.75 | -28.0% |
| 704 | EMBC | EMBECTA CORP | Healthcare | 5.0 | $59.0 | — | — | — | $11.80 | -71.9% |
| 705 | XMTR | XOMETRY INC | Industrials | 1.0 | $58.0 | — | — | — | $58.00 | +53.8% |
| 706 | VGLT | VANGUARD SCOTTSDALE FDS | — | 1.0 | $56.0 | — | NEW | — | $56.00 | -3.3% |
| 707 | NICE | NICE LTD | Technology | — | $53.0 | — | — | -100.0% | — | — |
| 708 | AMBA | AMBARELLA INC | Technology | 1.0 | $52.0 | — | — | — | $52.00 | +68.4% |
| 709 | SCLX | SCILEX HOLDING CO | Healthcare | 4.0 | $49.0 | — | — | — | $12.25 | -50.1% |
| 710 | XLRE | SELECT SECTOR SPDR TR | — | 1.0 | $33.0 | — | -7.0 | -87.5% | $33.00 | +35.0% |
| 711 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 1.0 | $29.0 | — | NEW | — | $29.00 | +94.2% |
| 712 | JD | JD.COM INC | Consumer Cyclical | 1.0 | $29.0 | — | NEW | — | $29.00 | +5.2% |
| 713 | JBLU | JETBLUE AWYS CORP | Industrials | 4.0 | $18.0 | — | NEW | — | $4.50 | +12.2% |
| 714 | BAND | BANDWIDTH INC | Technology | 1.0 | $15.0 | — | NEW | — | $15.00 | +309.3% |
| 715 | VT | VANGUARD INTL EQUITY INDEX F | — | — | $13.0 | — | NEW | — | — | — |
| 716 | CC | CHEMOURS CO | Basic Materials | 1.0 | $12.0 | — | — | — | $12.00 | +78.1% |
| 717 | AI | C3 AI INC | Technology | 1.0 | $10.0 | — | — | — | $10.00 | -7.1% |
| 718 | — | XPLR INFRASTRUCTURE LP | — | 1.0 | $10.0 | — | — | — | $10.00 | — |
| 719 | SYNA | SYNAPTICS INC | Technology | — | $8.0 | — | NEW | — | — | — |
| 720 | SSTK | SHUTTERSTOCK INC | Communication Services | — | $6.0 | — | NEW | — | — | — |
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%