$283 Million is the total value of Measured Wealth Private Client Group, LLC's 159 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 14.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $48,340,000 | +23.3% | 667,038 | +8.9% | 17.08% | +13.2% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $37,112,000 | +5.3% | 883,609 | -2.2% | 13.12% | -3.3% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $24,237,000 | +12.1% | 487,279 | +4.1% | 8.56% | +2.9% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $22,160,000 | +11.7% | 197,662 | +3.0% | 7.83% | +2.6% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $7,281,000 | -1.8% | 358,301 | -0.8% | 2.57% | -9.9% |
| GLD | Buy | SPDR GOLD TR | $6,426,000 | +13.1% | 37,588 | +8.7% | 2.27% | +3.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $6,399,000 | +9.6% | 13,416 | -1.1% | 2.26% | +0.5% |
| AAPL | Sell | APPLE INC | $6,347,000 | +23.5% | 35,743 | -1.6% | 2.24% | +13.4% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $6,128,000 | +39.5% | 35,245 | +19.8% | 2.16% | +28.0% |
| PLUG | Sell | PLUG POWER INC | $5,681,000 | +8.4% | 201,250 | -1.9% | 2.01% | -0.5% |
| DGRO | ISHARES TRcore div grwth | $4,757,000 | +10.6% | 85,581 | 0.0% | 1.68% | +1.5% | |
| AGZ | Buy | ISHARES TRagency bond etf | $4,658,000 | +14.9% | 39,757 | +16.2% | 1.65% | +5.4% |
| OEF | Sell | ISHARES TRs&p 100 etf | $4,025,000 | +10.3% | 18,368 | -0.6% | 1.42% | +1.2% |
| DJP | Sell | BARCLAYS BANK PLCdjubs cmdt etn36 | $3,370,000 | -18.3% | 117,410 | -16.7% | 1.19% | -25.0% |
| MSFT | Sell | MICROSOFT CORP | $3,175,000 | +18.2% | 9,442 | -0.9% | 1.12% | +8.5% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $3,122,000 | +23.0% | 60,258 | +5.5% | 1.10% | +12.8% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $2,976,000 | +18.4% | 41,572 | +5.6% | 1.05% | +8.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,764,000 | +10.2% | 5,820 | -0.4% | 0.98% | +1.1% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,193,000 | +8.0% | 9,083 | -0.7% | 0.78% | -0.9% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $1,969,000 | +9.7% | 8,907 | -0.3% | 0.70% | +0.7% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $1,762,000 | -17.9% | 21,609 | -23.8% | 0.62% | -24.6% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $1,756,000 | -37.1% | 24,698 | -41.4% | 0.62% | -42.2% |
| DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $1,741,000 | +1.1% | 36,636 | -5.5% | 0.62% | -7.2% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $1,704,000 | -14.6% | 27,127 | -14.8% | 0.60% | -21.6% |
| TLT | New | ISHARES TR20 yr tr bd etf | $1,656,000 | – | 11,178 | +100.0% | 0.58% | – |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $1,562,000 | -31.7% | 16,832 | -35.9% | 0.55% | -37.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,501,000 | +27.7% | 2,990 | -0.6% | 0.53% | +17.3% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,489,000 | +8.5% | 10,570 | -1.9% | 0.53% | -0.4% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,486,000 | +7.2% | 5,831 | -0.4% | 0.52% | -1.7% |
| TSLA | Buy | TESLA INC | $1,466,000 | +39.4% | 1,387 | +2.2% | 0.52% | +27.9% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $1,464,000 | -41.0% | 17,280 | -43.0% | 0.52% | -45.9% |
| CSCO | Buy | CISCO SYS INC | $1,417,000 | +19.3% | 22,359 | +2.4% | 0.50% | +9.6% |
| FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $1,315,000 | -25.7% | 52,338 | -26.1% | 0.46% | -31.8% |
| ABBV | Sell | ABBVIE INC | $1,282,000 | +11.2% | 9,471 | -11.4% | 0.45% | +2.0% |
| SPMB | Sell | SPDR SER TRportfli mortgage | $1,244,000 | -13.9% | 49,033 | -12.7% | 0.44% | -20.9% |
| NVDA | Buy | NVIDIA CORPORATION | $1,195,000 | +43.3% | 4,063 | +0.9% | 0.42% | +31.5% |
| PSK | Sell | SPDR SER TRice pfd sec etf | $1,191,000 | -19.6% | 27,756 | -18.6% | 0.42% | -26.1% |
| IRM | Sell | IRON MTN INC NEW | $1,140,000 | +12.0% | 21,782 | -7.0% | 0.40% | +2.8% |
| NFLX | NETFLIX INC | $1,080,000 | -1.3% | 1,792 | 0.0% | 0.38% | -9.3% | |
| HD | Sell | HOME DEPOT INC | $1,082,000 | +23.4% | 2,607 | -2.4% | 0.38% | +13.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,062,000 | +4.4% | 6,210 | -1.4% | 0.38% | -4.3% |
| CFG | Sell | CITIZENS FINL GROUP INC | $995,000 | -16.7% | 21,063 | -17.1% | 0.35% | -23.5% |
| FB | Sell | META PLATFORMS INCcl a | $980,000 | -1.9% | 2,914 | -1.0% | 0.35% | -10.1% |
| JNK | Sell | SPDR SER TRbloomberg high y | $967,000 | -15.9% | 8,905 | -15.3% | 0.34% | -22.8% |
| DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $959,000 | +9.5% | 18,550 | -0.2% | 0.34% | +0.6% |
| MCD | Sell | MCDONALDS CORP | $921,000 | +7.8% | 3,434 | -3.1% | 0.32% | -1.2% |
| QQQ | INVESCO QQQ TRunit ser 1 | $824,000 | +11.1% | 2,072 | 0.0% | 0.29% | +1.7% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $820,000 | +4.3% | 13,663 | 0.0% | 0.29% | -4.3% | |
| BEN | Sell | FRANKLIN RESOURCES INC | $819,000 | -3.0% | 24,448 | -14.0% | 0.29% | -11.1% |
| MDT | MEDTRONIC PLC | $799,000 | -17.5% | 7,726 | 0.0% | 0.28% | -24.4% | |
| XOM | Sell | EXXON MOBIL CORP | $783,000 | +3.2% | 12,797 | -0.8% | 0.28% | -5.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $776,000 | -8.1% | 15,427 | +2.2% | 0.27% | -15.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $770,000 | +31.0% | 1,858 | +1.1% | 0.27% | +20.4% |
| PEP | Buy | PEPSICO INC | $758,000 | +19.7% | 4,361 | +3.7% | 0.27% | +9.8% |
| ABT | ABBOTT LABS | $748,000 | +19.1% | 5,315 | 0.0% | 0.26% | +9.1% | |
| TXN | Sell | TEXAS INSTRS INC | $700,000 | -17.9% | 3,715 | -16.3% | 0.25% | -24.7% |
| JPM | JPMORGAN CHASE & CO | $698,000 | -3.3% | 4,408 | 0.0% | 0.25% | -11.2% | |
| INTC | Buy | INTEL CORP | $682,000 | +4.8% | 13,245 | +8.5% | 0.24% | -4.0% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $674,000 | +6.8% | 9,816 | -5.4% | 0.24% | -2.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $663,000 | -1.6% | 229 | -9.1% | 0.23% | -9.7% |
| NEE | Buy | NEXTERA ENERGY INC | $654,000 | +19.1% | 7,008 | +0.3% | 0.23% | +9.5% |
| LOW | Sell | LOWES COS INC | $641,000 | +27.2% | 2,478 | -0.2% | 0.23% | +17.0% |
| RWR | New | SPDR SER TRdj reit etf | $624,000 | – | 5,110 | +100.0% | 0.22% | – |
| TIP | Sell | ISHARES TRtips bd etf | $593,000 | -35.3% | 4,593 | -36.0% | 0.21% | -40.5% |
| ADI | Sell | ANALOG DEVICES INC | $587,000 | -16.6% | 3,342 | -20.5% | 0.21% | -23.6% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $569,000 | -32.9% | 1,099 | -37.7% | 0.20% | -38.3% |
| PFE | PFIZER INC | $566,000 | +37.4% | 9,577 | 0.0% | 0.20% | +25.8% | |
| ATKR | Sell | ATKORE INC | $557,000 | +3.7% | 5,012 | -18.9% | 0.20% | -4.8% |
| NUE | Sell | NUCOR CORP | $525,000 | -1.3% | 4,595 | -15.0% | 0.19% | -9.3% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $523,000 | +0.4% | 10,028 | -9.4% | 0.18% | -8.0% |
| AVGO | Sell | BROADCOM INC | $516,000 | +14.9% | 776 | -16.2% | 0.18% | +5.2% |
| DOV | Sell | DOVER CORP | $509,000 | +14.6% | 2,803 | -1.8% | 0.18% | +5.3% |
| AMGN | Buy | AMGEN INC | $503,000 | +5.9% | 2,237 | +0.2% | 0.18% | -2.7% |
| MGK | VANGUARD WORLD FDmega grwth ind | $505,000 | +11.0% | 1,938 | 0.0% | 0.18% | +1.7% | |
| NBN | Buy | NORTHEAST BK LEWISTON ME | $504,000 | +5.9% | 14,103 | +0.0% | 0.18% | -2.7% |
| LLY | Buy | LILLY ELI & CO | $481,000 | +23.3% | 1,743 | +3.2% | 0.17% | +13.3% |
| HUN | Buy | HUNTSMAN CORP | $473,000 | +26.1% | 13,564 | +7.0% | 0.17% | +16.0% |
| AMZN | Sell | AMAZON COM INC | $473,000 | -1.5% | 142 | -2.7% | 0.17% | -9.7% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $463,000 | +1.1% | 160 | -7.0% | 0.16% | -6.8% |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $453,000 | +9.4% | 6,791 | 0.0% | 0.16% | +0.6% | |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $450,000 | -8.0% | 9,863 | -7.2% | 0.16% | -15.4% |
| UNP | Buy | UNION PAC CORP | $449,000 | +65.7% | 1,784 | +28.9% | 0.16% | +52.9% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $451,000 | +9.7% | 1 | 0.0% | 0.16% | +0.6% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $446,000 | +11.8% | 2,597 | 0.0% | 0.16% | +2.6% | |
| MRK | Buy | MERCK & CO INC | $444,000 | +8.8% | 5,795 | +6.7% | 0.16% | 0.0% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $441,000 | +17.0% | 11,785 | +14.5% | 0.16% | +7.6% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $440,000 | +12.0% | 10,554 | -12.6% | 0.16% | +2.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $430,000 | -3.6% | 8,270 | +0.0% | 0.15% | -11.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $422,000 | +20.9% | 1,967 | +2.6% | 0.15% | +11.2% |
| ADP | AUTOMATIC DATA PROCESSING IN | $413,000 | +23.3% | 1,676 | 0.0% | 0.15% | +13.2% | |
| PG | PROCTER AND GAMBLE CO | $408,000 | +17.2% | 2,492 | 0.0% | 0.14% | +7.5% | |
| BAC | Sell | BK OF AMERICA CORP | $397,000 | +3.1% | 8,918 | -1.8% | 0.14% | -5.4% |
| GOF | New | GUGGENHEIM STRATEGIC OPPORTU | $393,000 | – | 21,433 | +100.0% | 0.14% | – |
| BLK | BLACKROCK INC | $388,000 | +9.0% | 424 | 0.0% | 0.14% | 0.0% | |
| IP | Sell | INTERNATIONAL PAPER CO | $389,000 | -39.5% | 8,287 | -27.9% | 0.14% | -44.8% |
| BMY | BRISTOL-MYERS SQUIBB CO | $388,000 | +5.4% | 6,217 | 0.0% | 0.14% | -3.5% | |
| LIN | LINDE PLC | $370,000 | +18.2% | 1,068 | 0.0% | 0.13% | +8.3% | |
| BDC | Sell | BELDEN INC | $364,000 | -11.0% | 5,536 | -21.2% | 0.13% | -17.8% |
| EWBC | Sell | EAST WEST BANCORP INC | $361,000 | -0.3% | 4,589 | -1.8% | 0.13% | -7.9% |
| NKE | NIKE INCcl b | $356,000 | +14.8% | 2,136 | 0.0% | 0.13% | +5.9% | |
| BDX | BECTON DICKINSON & CO | $351,000 | +2.3% | 1,394 | 0.0% | 0.12% | -6.1% | |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $348,000 | -2.0% | 5,679 | -2.4% | 0.12% | -10.2% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $343,000 | -40.3% | 6,174 | -44.0% | 0.12% | -45.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $341,000 | -41.7% | 2,548 | -39.5% | 0.12% | -46.2% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $337,000 | +4.7% | 6,042 | -5.2% | 0.12% | -4.0% |
| CC | Sell | CHEMOURS CO | $333,000 | -0.3% | 9,909 | -13.9% | 0.12% | -8.5% |
| APO | New | APOLLO GLOBAL MGMT INC | $330,000 | – | 4,556 | +100.0% | 0.12% | – |
| ITW | ILLINOIS TOOL WKS INC | $330,000 | +19.6% | 1,338 | 0.0% | 0.12% | +10.4% | |
| NSC | Sell | NORFOLK SOUTHN CORP | $324,000 | +20.0% | 1,089 | -3.5% | 0.11% | +9.6% |
| JNPR | Sell | JUNIPER NETWORKS INC | $321,000 | +4.2% | 8,994 | -19.7% | 0.11% | -5.0% |
| ORCL | Buy | ORACLE CORP | $318,000 | +1.0% | 3,644 | +0.9% | 0.11% | -7.4% |
| HI | Sell | HILLENBRAND INC | $313,000 | -2.5% | 6,022 | -20.0% | 0.11% | -10.5% |
| ITOT | ISHARES TRcore s&p ttl stk | $312,000 | +8.7% | 2,919 | 0.0% | 0.11% | 0.0% | |
| TD | Buy | TORONTO DOMINION BK ONT | $311,000 | +18.3% | 4,061 | +2.0% | 0.11% | +8.9% |
| SNA | Sell | SNAP ON INC | $310,000 | -22.7% | 1,440 | -25.0% | 0.11% | -28.6% |
| NFG | New | NATIONAL FUEL GAS CO | $309,000 | – | 4,833 | +100.0% | 0.11% | – |
| C | Buy | CITIGROUP INC | $307,000 | -10.2% | 5,077 | +4.1% | 0.11% | -18.2% |
| V | VISA INC | $307,000 | -2.8% | 1,417 | 0.0% | 0.11% | -11.5% | |
| BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC | $302,000 | -11.4% | 20,583 | -14.1% | 0.11% | -18.3% |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $297,000 | +6.8% | 3,082 | 0.0% | 0.10% | -1.9% | |
| HOG | Sell | HARLEY DAVIDSON INC | $296,000 | -11.4% | 7,851 | -14.0% | 0.10% | -18.6% |
| TGT | TARGET CORP | $296,000 | +1.0% | 1,279 | 0.0% | 0.10% | -7.1% | |
| DXC | Sell | DXC TECHNOLOGY CO | $297,000 | -15.1% | 9,217 | -11.5% | 0.10% | -22.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $294,000 | -11.2% | 983 | -19.0% | 0.10% | -18.1% |
| KR | Buy | KROGER CO | $293,000 | +14.5% | 6,478 | +2.2% | 0.10% | +5.1% |
| LHX | L3HARRIS TECHNOLOGIES INC | $295,000 | -3.3% | 1,384 | 0.0% | 0.10% | -11.1% | |
| GEF | Sell | GREIF INCcl a | $288,000 | -28.7% | 4,771 | -23.6% | 0.10% | -34.6% |
| MS | Buy | MORGAN STANLEY | $289,000 | +5.5% | 2,945 | +4.7% | 0.10% | -2.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $290,000 | +13.7% | 3,373 | +13.7% | 0.10% | +4.1% |
| SBUX | STARBUCKS CORP | $273,000 | +6.2% | 2,334 | 0.0% | 0.10% | -3.0% | |
| BX | BLACKSTONE INC | $272,000 | +11.0% | 2,103 | 0.0% | 0.10% | +2.1% | |
| DIS | DISNEY WALT CO | $267,000 | -8.6% | 1,725 | 0.0% | 0.09% | -16.1% | |
| APH | AMPHENOL CORP NEWcl a | $262,000 | +19.1% | 3,000 | 0.0% | 0.09% | +9.4% | |
| EMR | Sell | EMERSON ELEC CO | $260,000 | -38.1% | 2,791 | -37.4% | 0.09% | -43.2% |
| APAM | Sell | ARTISAN PARTNERS ASSET MGMTcl a | $261,000 | -24.1% | 5,485 | -22.1% | 0.09% | -30.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $254,000 | -3.1% | 3,229 | -3.8% | 0.09% | -10.9% |
| MDLZ | MONDELEZ INTL INCcl a | $253,000 | +14.0% | 3,814 | 0.0% | 0.09% | +4.7% | |
| HON | HONEYWELL INTL INC | $252,000 | -1.6% | 1,207 | 0.0% | 0.09% | -10.1% | |
| IVE | ISHARES TRs&p 500 val etf | $252,000 | +7.7% | 1,608 | 0.0% | 0.09% | -1.1% | |
| MMM | Sell | 3M CO | $247,000 | -0.8% | 1,388 | -2.3% | 0.09% | -9.4% |
| BRKL | BROOKLINE BANCORP INC DEL | $243,000 | +6.1% | 14,981 | 0.0% | 0.09% | -2.3% | |
| AFL | AFLAC INC | $243,000 | +12.0% | 4,168 | 0.0% | 0.09% | +2.4% | |
| MUB | ISHARES TRnational mun etf | $240,000 | +0.4% | 2,060 | 0.0% | 0.08% | -7.6% | |
| PAYX | New | PAYCHEX INC | $241,000 | – | 1,768 | +100.0% | 0.08% | – |
| KO | COCA COLA CO | $235,000 | +13.0% | 3,964 | 0.0% | 0.08% | +3.8% | |
| SWKS | SKYWORKS SOLUTIONS INC | $233,000 | -5.7% | 1,500 | 0.0% | 0.08% | -13.7% | |
| GD | GENERAL DYNAMICS CORP | $229,000 | +6.0% | 1,100 | 0.0% | 0.08% | -2.4% | |
| FDS | New | FACTSET RESH SYS INC | $228,000 | – | 469 | +100.0% | 0.08% | – |
| IGT | New | INTERNATIONAL GAME TECHNOLOG | $227,000 | – | 7,851 | +100.0% | 0.08% | – |
| AVY | Sell | AVERY DENNISON CORP | $224,000 | -29.1% | 1,032 | -32.3% | 0.08% | -35.2% |
| CMI | Sell | CUMMINS INC | $220,000 | -33.1% | 1,008 | -31.3% | 0.08% | -38.6% |
| APD | New | AIR PRODS & CHEMS INC | $220,000 | – | 724 | +100.0% | 0.08% | – |
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $219,000 | +0.5% | 2,584 | -6.0% | 0.08% | -8.3% |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $214,000 | – | 13,599 | +100.0% | 0.08% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $215,000 | – | 736 | +100.0% | 0.08% | – |
| SO | New | SOUTHERN CO | $203,000 | – | 2,967 | +100.0% | 0.07% | – |
| WEC | New | WEC ENERGY GROUP INC | $204,000 | – | 2,104 | +100.0% | 0.07% | – |
| TBT | Sell | PROSHARES TR | $180,000 | -48.3% | 10,643 | -43.9% | 0.06% | -52.2% |
| FCEL | New | FUELCELL ENERGY INC | $61,000 | – | 11,749 | +100.0% | 0.02% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -3,517 | -100.0% | -0.08% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -1,431 | -100.0% | -0.08% | – |
| UNM | Exit | UNUM GROUP | $0 | – | -8,867 | -100.0% | -0.08% | – |
| MGA | Exit | MAGNA INTL INC | $0 | – | -2,968 | -100.0% | -0.09% | – |
| PCAR | Exit | PACCAR INC | $0 | – | -3,103 | -100.0% | -0.09% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -1,274 | -100.0% | -0.10% | – |
| BWA | Exit | BORGWARNER INC | $0 | – | -6,668 | -100.0% | -0.11% | – |
| TRN | Exit | TRINITY INDS INC | $0 | – | -11,500 | -100.0% | -0.12% | – |
| GPM | Exit | GUGGENHEIM ENHANCED EQT INCM | $0 | – | -40,600 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS INC HIGH DIV YLD | 23 | Q3 2023 | 13.0% |
| ISHARES TR CORE S&P500 ETF | 23 | Q3 2023 | 14.5% |
| ISHARES TR S&P 100 ETF | 23 | Q3 2023 | 8.5% |
| SPDR TR S&P 500 ETF TR | 23 | Q3 2023 | 7.6% |
| SELECT SECTOR SPDR TRUST HEALTH CARE SELECT INDEX | 23 | Q3 2023 | 4.0% |
| APPLE INC COM | 23 | Q3 2023 | 2.3% |
| VANGUARD TOTAL STOCK MARKET ETF | 23 | Q3 2023 | 4.5% |
| MICROSOFT CORP COM | 23 | Q3 2023 | 1.3% |
| VANGUARD MID CAP ETF | 23 | Q3 2023 | 3.0% |
| VANGUARD LARGE CAP ETF | 23 | Q3 2023 | 2.4% |
View Measured Wealth Private Client Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-28 |
View Measured Wealth Private Client Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.