0001606587-20-000414.txt : 20200422 0001606587-20-000414.hdr.sgml : 20200422 20200422093039 ACCESSION NUMBER: 0001606587-20-000414 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200422 DATE AS OF CHANGE: 20200422 EFFECTIVENESS DATE: 20200422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Measured Wealth Private Client Group, LLC CENTRAL INDEX KEY: 0001720235 IRS NUMBER: 261987216 STATE OF INCORPORATION: NH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18627 FILM NUMBER: 20806813 BUSINESS ADDRESS: STREET 1: 303 ISLINGTON STREET CITY: PORTSMOUTH STATE: NH ZIP: 03801 BUSINESS PHONE: 603-431-1444 MAIL ADDRESS: STREET 1: 303 ISLINGTON STREET CITY: PORTSMOUTH STATE: NH ZIP: 03801 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001720235 XXXXXXXX 03-31-2020 03-31-2020 false Measured Wealth Private Client Group, LLC

303 Islington Street Portsmouth NH 03801

13F HOLDINGS REPORT 028-18627 N Edward Benway 603-431-1444 Edward Benway Portsmouth NH 04-22-2020 0 103 128438 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P500 ETF 464287200 4217 16319 SH SOLE NONE 0 0 16319 ISHARES TR RUSSELL 3000 ETF 464287689 853 5749 SH SOLE NONE 0 0 5749 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 673 2560 SH SOLE NONE 0 0 2560 SPDR S&P 500 ETF TR TR UNIT 78462F103 1532 5942 SH SOLE NONE 0 0 5942 AMAZON COM INC COM 023135106 404 207 SH SOLE NONE 0 0 207 BRISTOL-MYERS SQUIBB CO COM 110122108 526 9437 SH SOLE NONE 0 0 9437 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 231 1263 SH SOLE NONE 0 0 1263 IRON MTN INC NEW COM 46284V101 639 26844 SH SOLE NONE 0 0 26844 INVESCO QQQ TR UNIT SER 1 46090E103 496 2606 SH SOLE NONE 0 0 2606 ABBOTT LABS COM 002824100 210 2666 SH SOLE NONE 0 0 2666 INTEL CORP COM 458140100 459 8474 SH SOLE NONE 0 0 8474 NEWELL BRANDS INC COM 651229106 268 20153 SH SOLE NONE 0 0 20153 DISNEY WALT CO COM DISNEY 254687106 211 2188 SH SOLE NONE 0 0 2188 HONEYWELL INTL INC COM 438516106 242 1810 SH SOLE NONE 0 0 1810 SYSCO CORP COM 871829107 655 14349 SH SOLE NONE 0 0 14349 JOHNSON & JOHNSON COM 478160104 776 5921 SH SOLE NONE 0 0 5921 PFIZER INC COM 717081103 378 11582 SH SOLE NONE 0 0 11582 ISHARES TR MSCI EAFE ETF 464287465 307 5741 SH SOLE NONE 0 0 5741 MICROSOFT CORP COM 594918104 1071 6792 SH SOLE NONE 0 0 6792 CISCO SYS INC COM 17275R102 476 12112 SH SOLE NONE 0 0 12112 COCA COLA CO COM 191216100 273 6159 SH SOLE NONE 0 0 6159 LOCKHEED MARTIN CORP COM 539830109 210 619 SH SOLE NONE 0 0 619 PEPSICO INC COM 713448108 210 1748 SH SOLE NONE 0 0 1748 VERIZON COMMUNICATIONS INC COM 92343V104 688 12806 SH SOLE NONE 0 0 12806 SPDR SER TR S&P 600 SMCP VAL 78464A300 377 9222 SH SOLE NONE 0 0 9222 SPDR SER TR S&P 600 SMCP GRW 78464A201 388 8401 SH SOLE NONE 0 0 8401 SPDR SER TR PRTFLO S&P500 GW 78464A409 17753 496718 SH SOLE NONE 0 0 496718 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1532 17293 SH SOLE NONE 0 0 17293 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 264 2549 SH SOLE NONE 0 0 2549 EXXON MOBIL CORP COM 30231G102 546 14380 SH SOLE NONE 0 0 14380 WALMART INC COM 931142103 278 2447 SH SOLE NONE 0 0 2447 TTM TECHNOLOGIES INC COM 87305R109 147 14257 SH SOLE NONE 0 0 14257 DOMINION ENERGY INC COM 25746U109 207 2868 SH SOLE NONE 0 0 2868 MERCK & CO. INC COM 58933Y105 434 5646 SH SOLE NONE 0 0 5646 PROCTER & GAMBLE CO COM 742718109 307 2789 SH SOLE NONE 0 0 2789 HOME DEPOT INC COM 437076102 445 2385 SH SOLE NONE 0 0 2385 MCDONALDS CORP COM 580135101 1063 6428 SH SOLE NONE 0 0 6428 JPMORGAN CHASE & CO COM 46625H100 290 3223 SH SOLE NONE 0 0 3223 ISHARES TR BARCLAYS 7 10 YR 464287440 207 1700 SH SOLE NONE 0 0 1700 GOODYEAR TIRE & RUBR CO COM 382550101 121 20769 SH SOLE NONE 0 0 20769 FORD MTR CO DEL COM 345370860 58 11994 SH SOLE NONE 0 0 11994 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1442 11182 SH SOLE NONE 0 0 11182 APPLE INC COM 037833100 1604 6307 SH SOLE NONE 0 0 6307 SPDR SER TR PRTFLO S&P500 VL 78464A508 19741 763956 SH SOLE NONE 0 0 763956 INTL PAPER CO COM 460146103 268 8611 SH SOLE NONE 0 0 8611 EQUIFAX INC COM 294429105 3622 30321 SH SOLE NONE 0 0 30321 ISHARES TR S&P 100 ETF 464287101 2724 22966 SH SOLE NONE 0 0 22966 ASA GOLD AND PRECIOUS MTLS L SHS G3156P103 149 14450 SH SOLE NONE 0 0 14450 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 294 6538 SH SOLE NONE 0 0 6538 VISHAY INTERTECHNOLOGY INC COM 928298108 151 10499 SH SOLE NONE 0 0 10499 SOUTHERN CO COM 842587107 215 3978 SH SOLE NONE 0 0 3978 DIVIDEND & INCOME FUND COM NEW 25538A204 315 35880 SH SOLE NONE 0 0 35880 BERKSHIRE HATHAWAY INC DEL CL A 084670108 272 1 SH SOLE NONE 0 0 1 NETFLIX INC COM 64110L106 673 1792 SH SOLE NONE 0 0 1792 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 262 54227 SH SOLE NONE 0 0 54227 ISHARES TR TIPS BD ETF 464287176 1393 11810 SH SOLE NONE 0 0 11810 FREEPORT-MCMORAN INC CL B 35671D857 127 18756 SH SOLE NONE 0 0 18756 L3HARRIS TECHNOLOGIES INC COM 502431109 378 2100 SH SOLE NONE 0 0 2100 STANLEY BLACK & DECKER INC COM 854502101 580 5800 SH SOLE NONE 0 0 5800 MFS HIGH INCOME MUN TR SH BEN INT 59318D104 197 41950 SH SOLE NONE 0 0 41950 LIBERTY ALL-STAR GROWTH FD I COM 529900102 322 69313 SH SOLE NONE 0 0 69313 AMERICA FIRST MULTIFAMILY IN BEN UNIT CTF 02364V107 279 53150 SH SOLE NONE 0 0 53150 ALPHABET INC CAP STK CL A 02079K305 235 202 SH SOLE NONE 0 0 202 VANGUARD INDEX FDS MID CAP ETF 922908629 889 6754 SH SOLE NONE 0 0 6754 MFS HIGH YIELD MUN TR SH BEN INT 59318E102 409 96822 SH SOLE NONE 0 0 96822 BLACKROCK INCOME TR INC COM 09247F100 64 11058 SH SOLE NONE 0 0 11058 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 434 17444 SH SOLE NONE 0 0 17444 ADVENT CONVERTIBLE & INCOME COM 00764C109 320 30105 SH SOLE NONE 0 0 30105 BROOKLINE BANCORP INC DEL COM 11373M107 128 11367 SH SOLE NONE 0 0 11367 FIDELITY NATL INFORMATION SV COM 31620M106 2909 23916 SH SOLE NONE 0 0 23916 ROYCE MICRO-CAP TR INC COM 780915104 75 13435 SH SOLE NONE 0 0 13435 NEUBERGER BERMAN REAL ESTATE COM 64190A103 150 50000 SH SOLE NONE 0 0 50000 SPDR SER TR S&P 400 MDCP VAL 78464A839 736 20882 SH SOLE NONE 0 0 20882 ABERDEEN AUSTRALIA EQUITY FD COM 003011103 154 39467 SH SOLE NONE 0 0 39467 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1161 9803 SH SOLE NONE 0 0 9803 INVESCO MUNI INCOME OPP TRST COM 46132X101 163 23633 SH SOLE NONE 0 0 23633 GUGGENHEIM ENHANCED EQUITY I COM 40167B100 201 40600 SH SOLE NONE 0 0 40600 PROSHARES TR ULTRASHRT S&P500 74347B383 525 17243 SH SOLE NONE 0 0 17243 SPDR SER TR S&P 400 MDCP GRW 78464A821 784 18298 SH SOLE NONE 0 0 18298 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 293 7146 SH SOLE NONE 0 0 7146 SPDR SER TR PORTFOLIO S&P400 78464A847 10854 428522 SH SOLE NONE 0 0 428522 MERCER INTL INC COM 588056101 214 29554 SH SOLE NONE 0 0 29554 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 11546 163201 SH SOLE NONE 0 0 163201 SPDR SER TR BLOOMBERG BRCLYS 78468R622 1879 19834 SH SOLE NONE 0 0 19834 B & G FOODS INC NEW COM 05508R106 708 39159 SH SOLE NONE 0 0 39159 VANGUARD WORLD FD MEGA GRWTH IND 921910816 290 2278 SH SOLE NONE 0 0 2278 PHILIP MORRIS INTL INC COM 718172109 250 3432 SH SOLE NONE 0 0 3432 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 1900 119370 SH SOLE NONE 0 0 119370 SPDR SER TR PORTFOLIO S&P500 78464A854 443 14655 SH SOLE NONE 0 0 14655 PROTALIX BIOTHERAPEUTICS INC COM 74365A309 90 38116 SH SOLE NONE 0 0 38116 NORTHEAST BK LEWISTON ME COM 66405S100 188 16129 SH SOLE NONE 0 0 16129 SPDR SER TR WELLS FG PFD ETF 78464A292 1877 47897 SH SOLE NONE 0 0 47897 TESLA INC COM 88160R101 665 1270 SH SOLE NONE 0 0 1270 BLACKSTONE GSO LNG SHRT CR I COM SHS BN INT 09257D102 149 14100 SH SOLE NONE 0 0 14100 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 3960 84395 SH SOLE NONE 0 0 84395 ISHARES INC MIN VOL EMRG MKT 464286533 658 14020 SH SOLE NONE 0 0 14020 DOUBLELINE OPPORTUNISTIC CR COM 258623107 318 18585 SH SOLE NONE 0 0 18585 SUPERNUS PHARMACEUTICALS INC COM 868459108 287 15941 SH SOLE NONE 0 0 15941 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 5190 316452 SH SOLE NONE 0 0 316452 CHEMOURS CO COM 163851108 117 13191 SH SOLE NONE 0 0 13191 KRAFT HEINZ CO COM 500754106 674 27252 SH SOLE NONE 0 0 27252 BLACK KNIGHT INC COM 09215C105 307 5291 SH SOLE NONE 0 0 5291 ICLICK INTRACTVE ASIA GRP LT SPONSORED ADR 45113Y104 814 172500 SH SOLE NONE 0 0 172500