0001606587-21-000049.txt : 20210120 0001606587-21-000049.hdr.sgml : 20210120 20210120093554 ACCESSION NUMBER: 0001606587-21-000049 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210120 DATE AS OF CHANGE: 20210120 EFFECTIVENESS DATE: 20210120 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: 21537561 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 12-31-2020 12-31-2020 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 01-12-2021 0 132 240092 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR S&P 500 VAL ETF 464287408 206 1608 SH SOLE NONE 0 0 1608 ISHARES TR CORE S&P500 ETF 464287200 5598 14913 SH SOLE NONE 0 0 14913 ISHARES TR RUSSELL 3000 ETF 464287689 1285 5749 SH SOLE NONE 0 0 5749 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1771 4218 SH SOLE NONE 0 0 4218 SPDR S&P 500 ETF TR TR UNIT 78462F103 2184 5842 SH SOLE NONE 0 0 5842 AMAZON COM INC COM 023135106 853 262 SH SOLE NONE 0 0 262 BRISTOL-MYERS SQUIBB CO COM 110122108 442 7127 SH SOLE NONE 0 0 7127 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 396 1708 SH SOLE NONE 0 0 1708 EMERSON ELEC CO COM 291011104 380 4724 SH SOLE NONE 0 0 4724 IRON MTN INC NEW COM 46284V101 1438 48771 SH SOLE NONE 0 0 48771 INVESCO QQQ TR UNIT SER 1 46090E103 722 2302 SH SOLE NONE 0 0 2302 AMGEN INC COM 031162100 331 1440 SH SOLE NONE 0 0 1440 ABBOTT LABS COM 002824100 585 5340 SH SOLE NONE 0 0 5340 INTEL CORP COM 458140100 420 8428 SH SOLE NONE 0 0 8428 ILLINOIS TOOL WKS INC COM 452308109 273 1338 SH SOLE NONE 0 0 1338 NEWELL BRANDS INC COM 651229106 1433 67517 SH SOLE NONE 0 0 67517 DISNEY WALT CO COM 254687106 257 1418 SH SOLE NONE 0 0 1418 HONEYWELL INTL INC COM 438516106 257 1208 SH SOLE NONE 0 0 1208 JOHNSON & JOHNSON COM 478160104 1399 8888 SH SOLE NONE 0 0 8888 MEDTRONIC PLC SHS G5960L103 276 2355 SH SOLE NONE 0 0 2355 PFIZER INC COM 717081103 384 10429 SH SOLE NONE 0 0 10429 JUNIPER NETWORKS INC COM 48203R104 249 11055 SH SOLE NONE 0 0 11055 LOWES COS INC COM 548661107 396 2466 SH SOLE NONE 0 0 2466 ISHARES TR MSCI EAFE ETF 464287465 327 4476 SH SOLE NONE 0 0 4476 MICROSOFT CORP COM 594918104 2088 9388 SH SOLE NONE 0 0 9388 UNITED PARCEL SERVICE INC CL B 911312106 213 1264 SH SOLE NONE 0 0 1264 CISCO SYS INC COM 17275R102 813 18160 SH SOLE NONE 0 0 18160 INTERNATIONAL BUSINESS MACHS COM 459200101 1141 9066 SH SOLE NONE 0 0 9066 COCA COLA CO COM 191216100 237 4328 SH SOLE NONE 0 0 4328 LOCKHEED MARTIN CORP COM 539830109 248 699 SH SOLE NONE 0 0 699 PEPSICO INC COM 713448108 564 3803 SH SOLE NONE 0 0 3803 VERIZON COMMUNICATIONS INC COM 92343V104 578 9842 SH SOLE NONE 0 0 9842 SPDR SER TR S&P 600 SMCP VAL 78464A300 1247 18847 SH SOLE NONE 0 0 18847 SPDR SER TR S&P 600 SMCP GRW 78464A201 1015 13296 SH SOLE NONE 0 0 13296 SPDR SER TR PRTFLO S&P500 GW 78464A409 30157 545433 SH SOLE NONE 0 0 545433 SELECT SECTOR SPDR TR ENERGY 81369Y506 334 8819 SH SOLE NONE 0 0 8819 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1520 13395 SH SOLE NONE 0 0 13395 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 369 2617 SH SOLE NONE 0 0 2617 WALGREENS BOOTS ALLIANCE INC COM 931427108 1331 33386 SH SOLE NONE 0 0 33386 BK OF AMERICA CORP COM 060505104 265 8738 SH SOLE NONE 0 0 8738 STARBUCKS CORP COM 855244109 253 2363 SH SOLE NONE 0 0 2363 ANALOG DEVICES INC COM 032654105 261 1765 SH SOLE NONE 0 0 1765 AUTOMATIC DATA PROCESSING IN COM 053015103 339 1923 SH SOLE NONE 0 0 1923 EXXON MOBIL CORP COM 30231G102 1682 40813 SH SOLE NONE 0 0 40813 UNION PAC CORP COM 907818108 300 1439 SH SOLE NONE 0 0 1439 TEXAS INSTRS INC COM 882508104 551 3356 SH SOLE NONE 0 0 3356 COLGATE PALMOLIVE CO COM 194162103 205 2401 SH SOLE NONE 0 0 2401 LILLY ELI & CO COM 532457108 261 1543 SH SOLE NONE 0 0 1543 DOMINION ENERGY INC COM 25746U109 216 2876 SH SOLE NONE 0 0 2876 MERCK & CO. INC COM 58933Y105 575 7032 SH SOLE NONE 0 0 7032 PROCTER AND GAMBLE CO COM 742718109 351 2523 SH SOLE NONE 0 0 2523 HOME DEPOT INC COM 437076102 543 2046 SH SOLE NONE 0 0 2046 HARLEY DAVIDSON INC COM 412822108 318 8676 SH SOLE NONE 0 0 8676 MCDONALDS CORP COM 580135101 701 3266 SH SOLE NONE 0 0 3266 NIKE INC CL B 654106103 302 2136 SH SOLE NONE 0 0 2136 JPMORGAN CHASE & CO COM 46625H100 570 4484 SH SOLE NONE 0 0 4484 MONDELEZ INTL INC CL A 609207105 225 3843 SH SOLE NONE 0 0 3843 GOODYEAR TIRE & RUBR CO COM 382550101 308 28221 SH SOLE NONE 0 0 28221 UNITEDHEALTH GROUP INC COM 91324P102 770 2195 SH SOLE NONE 0 0 2195 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 373 1428 SH SOLE NONE 0 0 1428 RAYTHEON TECHNOLOGIES CORP COM 75513E101 213 2983 SH SOLE NONE 0 0 2983 MAXIM INTEGRATED PRODS INC COM 57772K101 394 4439 SH SOLE NONE 0 0 4439 COMCAST CORP NEW CL A 20030N101 604 11519 SH SOLE NONE 0 0 11519 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2119 10887 SH SOLE NONE 0 0 10887 NORFOLK SOUTHN CORP COM 655844108 263 1106 SH SOLE NONE 0 0 1106 NEXTERA ENERGY INC COM 65339F101 549 7120 SH SOLE NONE 0 0 7120 APPLE INC COM 037833100 4920 37075 SH SOLE NONE 0 0 37075 SPDR SER TR PRTFLO S&P500 VL 78464A508 36378 1057816 SH SOLE NONE 0 0 1057816 INTERNATIONAL PAPER CO COM 460146103 1449 29136 SH SOLE NONE 0 0 29136 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 223 1745 SH SOLE NONE 0 0 1745 SKYWORKS SOLUTIONS INC COM 83088M102 229 1500 SH SOLE NONE 0 0 1500 ISHARES TR S&P 100 ETF 464287101 3616 21065 SH SOLE NONE 0 0 21065 S&P GLOBAL INC COM 78409V104 269 818 SH SOLE NONE 0 0 818 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 396 6791 SH SOLE NONE 0 0 6791 DXC TECHNOLOGY CO COM 23355L106 291 11320 SH SOLE NONE 0 0 11320 BERKSHIRE HATHAWAY INC DEL CL A 084670108 348 1 SH SOLE NONE 0 0 1 NETFLIX INC COM 64110L106 969 1792 SH SOLE NONE 0 0 1792 ISHARES TR TIPS BD ETF 464287176 1932 15137 SH SOLE NONE 0 0 15137 NVIDIA CORPORATION COM 67066G104 548 1050 SH SOLE NONE 0 0 1050 FREEPORT-MCMORAN INC CL B 35671D857 501 19248 SH SOLE NONE 0 0 19248 NUCOR CORP COM 670346105 308 5795 SH SOLE NONE 0 0 5795 L3HARRIS TECHNOLOGIES INC COM 502431109 280 1482 SH SOLE NONE 0 0 1482 DOVER CORP COM 260003108 360 2853 SH SOLE NONE 0 0 2853 FRANKLIN RESOURCES INC COM 354613101 1692 67726 SH SOLE NONE 0 0 67726 BECTON DICKINSON & CO COM 075887109 382 1525 SH SOLE NONE 0 0 1525 ALPHABET INC CAP STK CL A 02079K305 436 249 SH SOLE NONE 0 0 249 WEC ENERGY GROUP INC COM 92939U106 200 2176 SH SOLE NONE 0 0 2176 VANGUARD INDEX FDS MID CAP ETF 922908629 1301 6290 SH SOLE NONE 0 0 6290 BLACKROCK INC COM 09247X101 306 424 SH SOLE NONE 0 0 424 INTERCONTINENTAL EXCHANGE IN COM 45866F104 4895 42455 SH SOLE NONE 0 0 42455 PACCAR INC COM 693718108 281 3256 SH SOLE NONE 0 0 3256 HUNTSMAN CORP COM 447011107 336 13346 SH SOLE NONE 0 0 13346 BROOKLINE BANCORP INC DEL COM 11373M107 180 14981 SH SOLE NONE 0 0 14981 SPDR SER TR S&P 400 MDCP VAL 78464A839 1942 34993 SH SOLE NONE 0 0 34993 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 7047 321796 SH SOLE NONE 0 0 321796 TRINITY INDS INC COM 896522109 346 13126 SH SOLE NONE 0 0 13126 ISHARES TR CORE S&P TTL STK 464287150 252 2919 SH SOLE NONE 0 0 2919 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1613 9177 SH SOLE NONE 0 0 9177 GUGGENHEIM ENHANCED EQUITY I COM 40167B100 266 40600 SH SOLE NONE 0 0 40600 SPDR SER TR S&P 400 MDCP GRW 78464A821 1576 22736 SH SOLE NONE 0 0 22736 GREIF INC CL A 397624107 288 6138 SH SOLE NONE 0 0 6138 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 353 6044 SH SOLE NONE 0 0 6044 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 230 3130 SH SOLE NONE 0 0 3130 SPDR SER TR PORTFOLIO S&P400 78464A847 26321 651521 SH SOLE NONE 0 0 651521 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 18044 197180 SH SOLE NONE 0 0 197180 ISHARES TR NATIONAL MUN ETF 464288414 426 3639 SH SOLE NONE 0 0 3639 SPDR SER TR BLOOMBERG BRCLYS 78468R622 2422 22228 SH SOLE NONE 0 0 22228 VANGUARD WORLD FD MEGA GRWTH IND 921910816 395 1938 SH SOLE NONE 0 0 1938 VISA INC COM CL A 92826C839 333 1521 SH SOLE NONE 0 0 1521 HILLENBRAND INC COM 431571108 391 9822 SH SOLE NONE 0 0 9822 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 3690 168358 SH SOLE NONE 0 0 168358 SPDR SER TR PORTFOLIO S&P500 78464A854 529 12026 SH SOLE NONE 0 0 12026 PROSHARES TR PSHS ULTSH 20YRS 74347B201 633 38528 SH SOLE NONE 0 0 38528 NORTHEAST BK LEWISTON ME COM 66405S100 318 14099 SH SOLE NONE 0 0 14099 BROADCOM INC COM 11135F101 256 585 SH SOLE NONE 0 0 585 SPDR SER TR WELLS FG PFD ETF 78464A292 3146 70833 SH SOLE NONE 0 0 70833 SPDR SER TR PORTFLI MORTGAGE 78464A383 3745 141767 SH SOLE NONE 0 0 141767 TESLA INC COM 88160R101 4463 6325 SH SOLE NONE 0 0 6325 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1024 18205 SH SOLE NONE 0 0 18205 ISHARES INC MSCI EMERG MRKT 464286533 1385 22679 SH SOLE NONE 0 0 22679 DOUBLELINE OPPORTUNISTIC CR COM 258623107 869 44233 SH SOLE NONE 0 0 44233 FACEBOOK INC CL A 30303M102 827 3027 SH SOLE NONE 0 0 3027 ABBVIE INC COM 00287Y109 256 2393 SH SOLE NONE 0 0 2393 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 7572 375036 SH SOLE NONE 0 0 375036 ALPHABET INC CAP STK CL C 02079K107 301 172 SH SOLE NONE 0 0 172 ISHARES TR CORE DIV GRWTH 46434V621 4832 107814 SH SOLE NONE 0 0 107814 CITIZENS FINL GROUP INC COM 174610105 1944 54354 SH SOLE NONE 0 0 54354 CHEMOURS CO COM 163851108 351 14169 SH SOLE NONE 0 0 14169 KRAFT HEINZ CO COM 500754106 233 6720 SH SOLE NONE 0 0 6720 ATKORE INTL GROUP INC COM 047649108 417 10136 SH SOLE NONE 0 0 10136 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 521 21960 SH SOLE NONE 0 0 21960 LINDE PLC SHS G5494J103 281 1068 SH SOLE NONE 0 0 1068