0001606587-20-000782.txt : 20200803 0001606587-20-000782.hdr.sgml : 20200803 20200803135704 ACCESSION NUMBER: 0001606587-20-000782 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200803 DATE AS OF CHANGE: 20200803 EFFECTIVENESS DATE: 20200803 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: 201068764 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 06-30-2020 06-30-2020 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 07-17-2020 0 123 171400 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P500 ETF 464287200 4909 15851 SH SOLE NONE 0 0 15851 ISHARES TR RUSSELL 3000 ETF 464287689 1035 5749 SH SOLE NONE 0 0 5749 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1028 3168 SH SOLE NONE 0 0 3168 SPDR S&P 500 ETF TR TR UNIT 78462F103 1807 5860 SH SOLE NONE 0 0 5860 AMAZON COM INC COM 023135106 759 275 SH SOLE NONE 0 0 275 BRISTOL-MYERS SQUIBB CO COM 110122108 655 11131 SH SOLE NONE 0 0 11131 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 248 1387 SH SOLE NONE 0 0 1387 EMERSON ELEC CO COM 291011104 369 5954 SH SOLE NONE 0 0 5954 IRON MTN INC NEW COM 46284V101 956 36637 SH SOLE NONE 0 0 36637 INVESCO QQQ TR UNIT SER 1 46090E103 742 2996 SH SOLE NONE 0 0 2996 AMGEN INC COM 031162100 230 976 SH SOLE NONE 0 0 976 ABBOTT LABS COM 002824100 354 3874 SH SOLE NONE 0 0 3874 INTEL CORP COM 458140100 695 11620 SH SOLE NONE 0 0 11620 NEWELL BRANDS INC COM 651229106 701 44130 SH SOLE NONE 0 0 44130 DISNEY WALT CO COM DISNEY 254687106 272 2439 SH SOLE NONE 0 0 2439 HONEYWELL INTL INC COM 438516106 259 1793 SH SOLE NONE 0 0 1793 JOHNSON & JOHNSON COM 478160104 1188 8451 SH SOLE NONE 0 0 8451 PFIZER INC COM 717081103 424 12959 SH SOLE NONE 0 0 12959 JUNIPER NETWORKS INC COM 48203R104 215 9390 SH SOLE NONE 0 0 9390 ISHARES TR MSCI EAFE ETF 464287465 338 5547 SH SOLE NONE 0 0 5547 MICROSOFT CORP COM 594918104 1974 9699 SH SOLE NONE 0 0 9699 UNITED PARCEL SERVICE INC CL B 911312106 209 1878 SH SOLE NONE 0 0 1878 AT&T INC COM 00206R102 210 6934 SH SOLE NONE 0 0 6934 CISCO SYS INC COM 17275R102 786 16863 SH SOLE NONE 0 0 16863 COCA COLA CO COM 191216100 217 4847 SH SOLE NONE 0 0 4847 LOCKHEED MARTIN CORP COM 539830109 389 1067 SH SOLE NONE 0 0 1067 PEPSICO INC COM 713448108 539 4073 SH SOLE NONE 0 0 4073 VERIZON COMMUNICATIONS INC COM 92343V104 897 16277 SH SOLE NONE 0 0 16277 SPDR SER TR S&P 600 SMCP VAL 78464A300 771 15687 SH SOLE NONE 0 0 15687 SPDR SER TR S&P 600 SMCP GRW 78464A201 626 11030 SH SOLE NONE 0 0 11030 SPDR SER TR PRTFLO S&P500 GW 78464A409 28084 625193 SH SOLE NONE 0 0 625193 SELECT SECTOR SPDR TR ENERGY 81369Y506 204 5401 SH SOLE NONE 0 0 5401 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1615 16137 SH SOLE NONE 0 0 16137 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 299 2549 SH SOLE NONE 0 0 2549 STARBUCKS CORP COM 855244109 218 2966 SH SOLE NONE 0 0 2966 EXXON MOBIL CORP COM 30231G102 1051 23506 SH SOLE NONE 0 0 23506 WALMART INC COM 931142103 325 2717 SH SOLE NONE 0 0 2717 UNION PAC CORP COM 907818108 255 1507 SH SOLE NONE 0 0 1507 TEXAS INSTRS INC COM 882508104 372 2926 SH SOLE NONE 0 0 2926 TTM TECHNOLOGIES INC COM 87305R109 210 17694 SH SOLE NONE 0 0 17694 DOMINION ENERGY INC COM 25746U109 270 3325 SH SOLE NONE 0 0 3325 MERCK & CO. INC COM 58933Y105 597 7726 SH SOLE NONE 0 0 7726 PROCTER AND GAMBLE CO COM 742718109 289 2414 SH SOLE NONE 0 0 2414 KIMBERLY CLARK CORP COM 494368103 202 1432 SH SOLE NONE 0 0 1432 HOME DEPOT INC COM 437076102 835 3335 SH SOLE NONE 0 0 3335 MCDONALDS CORP COM 580135101 648 3512 SH SOLE NONE 0 0 3512 JPMORGAN CHASE & CO COM 46625H100 426 4525 SH SOLE NONE 0 0 4525 MONDELEZ INTL INC CL A 609207105 212 4142 SH SOLE NONE 0 0 4142 ISHARES TR BARCLAYS 7 10 YR 464287440 230 1885 SH SOLE NONE 0 0 1885 GOODYEAR TIRE & RUBR CO COM 382550101 236 26407 SH SOLE NONE 0 0 26407 UNITEDHEALTH GROUP INC COM 91324P102 369 1250 SH SOLE NONE 0 0 1250 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 279 1299 SH SOLE NONE 0 0 1299 MAXIM INTEGRATED PRODS INC COM 57772K101 280 4615 SH SOLE NONE 0 0 4615 COMCAST CORP NEW CL A 20030N101 342 8783 SH SOLE NONE 0 0 8783 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1751 11186 SH SOLE NONE 0 0 11186 NEXTERA ENERGY INC COM 65339F101 345 1438 SH SOLE NONE 0 0 1438 APPLE INC COM 037833100 2552 6996 SH SOLE NONE 0 0 6996 SPDR SER TR PRTFLO S&P500 VL 78464A508 27106 935346 SH SOLE NONE 0 0 935346 INTL PAPER CO COM 460146103 576 16356 SH SOLE NONE 0 0 16356 ISHARES TR S&P 100 ETF 464287101 3233 22699 SH SOLE NONE 0 0 22699 F5 NETWORKS INC COM 315616102 235 1682 SH SOLE NONE 0 0 1682 ASA GOLD AND PRECIOUS MTLS L SHS G3156P103 253 14450 SH SOLE NONE 0 0 14450 ARCHER DANIELS MIDLAND CO COM 039483102 592 14838 SH SOLE NONE 0 0 14838 S&P GLOBAL INC COM 78409V104 232 705 SH SOLE NONE 0 0 705 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 330 6712 SH SOLE NONE 0 0 6712 VISHAY INTERTECHNOLOGY INC COM 928298108 200 13116 SH SOLE NONE 0 0 13116 SOUTHERN CO COM 842587107 221 4262 SH SOLE NONE 0 0 4262 DIVIDEND & INCOME FD INC COM NEW 25538A204 365 35880 SH SOLE NONE 0 0 35880 DXC TECHNOLOGY CO COM 23355L106 178 10763 SH SOLE NONE 0 0 10763 BERKSHIRE HATHAWAY INC DEL CL A 084670108 267 1 SH SOLE NONE 0 0 1 NETFLIX INC COM 64110L106 815 1792 SH SOLE NONE 0 0 1792 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 310 54227 SH SOLE NONE 0 0 54227 ISHARES TR TIPS BD ETF 464287176 1504 12224 SH SOLE NONE 0 0 12224 FREEPORT-MCMORAN INC CL B 35671D857 269 23288 SH SOLE NONE 0 0 23288 NUCOR CORP COM 670346105 212 5117 SH SOLE NONE 0 0 5117 L3HARRIS TECHNOLOGIES INC COM 502431109 406 2391 SH SOLE NONE 0 0 2391 STANLEY BLACK & DECKER INC COM 854502101 815 5849 SH SOLE NONE 0 0 5849 DOVER CORP COM 260003108 255 2645 SH SOLE NONE 0 0 2645 BECTON DICKINSON & CO COM 075887109 218 913 SH SOLE NONE 0 0 913 MFS HIGH INCOME MUN TR SH BEN INT 59318D104 195 41950 SH SOLE NONE 0 0 41950 LIBERTY ALL-STAR GROWTH FD I COM 529900102 436 69313 SH SOLE NONE 0 0 69313 AMERICA FIRST MULTIFAMILY IN BEN UNIT CTF 02364V107 219 53150 SH SOLE NONE 0 0 53150 ALPHABET INC CAP STK CL A 02079K305 360 254 SH SOLE NONE 0 0 254 VANGUARD INDEX FDS MID CAP ETF 922908629 1084 6614 SH SOLE NONE 0 0 6614 MFS HIGH YIELD MUN TR SH BEN INT 59318E102 394 96822 SH SOLE NONE 0 0 96822 PACCAR INC COM 693718108 218 2918 SH SOLE NONE 0 0 2918 HUNTSMAN CORP COM 447011107 236 13106 SH SOLE NONE 0 0 13106 BROOKLINE BANCORP INC DEL COM 11373M107 115 11367 SH SOLE NONE 0 0 11367 ROYCE MICRO-CAP TR INC COM 780915104 97 13435 SH SOLE NONE 0 0 13435 SPDR SER TR S&P 400 MDCP VAL 78464A839 1211 28417 SH SOLE NONE 0 0 28417 ABERDEEN AUSTRALIA EQUITY FD COM 003011103 176 39467 SH SOLE NONE 0 0 39467 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1356 9484 SH SOLE NONE 0 0 9484 INVESCO MUNI INCOME OPP TRST COM 46132X101 169 23633 SH SOLE NONE 0 0 23633 GUGGENHEIM ENHANCED EQUITY I COM 40167B100 220 40600 SH SOLE NONE 0 0 40600 PROSHARES TR ULTRASHRT S&P500 74347B383 388 19976 SH SOLE NONE 0 0 19976 SPDR SER TR S&P 400 MDCP GRW 78464A821 1203 22371 SH SOLE NONE 0 0 22371 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 328 6885 SH SOLE NONE 0 0 6885 SPDR SER TR PORTFOLIO S&P400 78464A847 17390 556465 SH SOLE NONE 0 0 556465 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 14752 187256 SH SOLE NONE 0 0 187256 ISHARES TR NATIONAL MUN ETF 464288414 393 3409 SH SOLE NONE 0 0 3409 CONCHO RES INC COM 20605P101 207 4013 SH SOLE NONE 0 0 4013 SPDR SER TR BLOOMBERG BRCLYS 78468R622 1748 17278 SH SOLE NONE 0 0 17278 VANGUARD WORLD FD MEGA GRWTH IND 921910816 348 2129 SH SOLE NONE 0 0 2129 VISA INC COM CL A 92826C839 251 1298 SH SOLE NONE 0 0 1298 PHILIP MORRIS INTL INC COM 718172109 257 3674 SH SOLE NONE 0 0 3674 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 2268 126146 SH SOLE NONE 0 0 126146 SPDR SER TR PORTFOLIO S&P500 78464A854 490 13511 SH SOLE NONE 0 0 13511 PROTALIX BIOTHERAPEUTICS INC COM 74365A309 144 38116 SH SOLE NONE 0 0 38116 NORTHEAST BK LEWISTON ME COM 66405S100 247 14086 SH SOLE NONE 0 0 14086 BROADCOM INC COM 11135F101 778 2464 SH SOLE NONE 0 0 2464 SPDR SER TR WELLS FG PFD ETF 78464A292 2249 53746 SH SOLE NONE 0 0 53746 SPDR SER TR PORTFLI MORTGAGE 78464A383 3220 120179 SH SOLE NONE 0 0 120179 TESLA INC COM 88160R101 1371 1270 SH SOLE NONE 0 0 1270 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1523 30651 SH SOLE NONE 0 0 30651 ISHARES INC MIN VOL EMRG MKT 464286533 897 17243 SH SOLE NONE 0 0 17243 DOUBLELINE OPPORTUNISTIC CR COM 258623107 466 24596 SH SOLE NONE 0 0 24596 ABBVIE INC COM 00287Y109 216 2203 SH SOLE NONE 0 0 2203 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 6308 342464 SH SOLE NONE 0 0 342464 CITIZENS FINANCIAL GROUP INC COM 174610105 860 34076 SH SOLE NONE 0 0 34076 CHEMOURS CO COM 163851108 251 16345 SH SOLE NONE 0 0 16345 KRAFT HEINZ CO COM 500754106 305 9551 SH SOLE NONE 0 0 9551 ICLICK INTRACTVE ASIA GRP LT SPONSORED ADR 45113Y104 919 172500 SH SOLE NONE 0 0 172500 CACTUS INC CL A 127203107 247 11981 SH SOLE NONE 0 0 11981