0001606587-20-000030.txt : 20200115 0001606587-20-000030.hdr.sgml : 20200115 20200115130558 ACCESSION NUMBER: 0001606587-20-000030 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200115 DATE AS OF CHANGE: 20200115 EFFECTIVENESS DATE: 20200115 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: 20527903 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 12-31-2019 12-31-2019 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 01-15-2020 0 104 149949 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 246 2931 SH SOLE NONE 0 0 2931 ISHARES TR SP SMCP600VL ETF 464287879 476 2962 SH SOLE NONE 0 0 2962 ISHARES TR S&P 500 VAL ETF 464287408 253 1942 SH SOLE NONE 0 0 1942 ISHARES TR CORE S&P500 ETF 464287200 5513 17054 SH SOLE NONE 0 0 17054 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 783 2086 SH SOLE NONE 0 0 2086 SPDR S&P 500 ETF TR TR UNIT 78462F103 1984 6165 SH SOLE NONE 0 0 6165 AMAZON COM INC COM 023135106 323 175 SH SOLE NONE 0 0 175 BRISTOL MYERS SQUIBB CO COM 110122108 634 9870 SH SOLE NONE 0 0 9870 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 293 1293 SH SOLE NONE 0 0 1293 IRON MTN INC NEW COM 46284V101 1077 33786 SH SOLE NONE 0 0 33786 INVESCO QQQ TR UNIT SER 1 46090E103 505 2376 SH SOLE NONE 0 0 2376 ABBOTT LABS COM 002824100 218 2511 SH SOLE NONE 0 0 2511 INTEL CORP COM 458140100 541 9044 SH SOLE NONE 0 0 9044 NEWELL BRANDS INC COM 651229106 464 24145 SH SOLE NONE 0 0 24145 DISNEY WALT CO COM DISNEY 254687106 370 2558 SH SOLE NONE 0 0 2558 HONEYWELL INTL INC COM 438516106 352 1990 SH SOLE NONE 0 0 1990 JOHNSON & JOHNSON COM 478160104 899 6165 SH SOLE NONE 0 0 6165 PFIZER INC COM 717081103 531 13552 SH SOLE NONE 0 0 13552 ISHARES TR MSCI EAFE ETF 464287465 418 6025 SH SOLE NONE 0 0 6025 CHEVRON CORP NEW COM 166764100 255 2113 SH SOLE NONE 0 0 2113 MICROSOFT CORP COM 594918104 1182 7494 SH SOLE NONE 0 0 7494 CISCO SYS INC COM 17275R102 604 12601 SH SOLE NONE 0 0 12601 PEPSICO INC COM 713448108 208 1520 SH SOLE NONE 0 0 1520 VERIZON COMMUNICATIONS INC COM 92343V104 560 9120 SH SOLE NONE 0 0 9120 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 635 9659 SH SOLE NONE 0 0 9659 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 654 10129 SH SOLE NONE 0 0 10129 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 20272 483708 SH SOLE NONE 0 0 483708 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 201 5043 SH SOLE NONE 0 0 5043 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1906 18712 SH SOLE NONE 0 0 18712 VANGUARD GROUP DIV APP ETF 921908844 323 2589 SH SOLE NONE 0 0 2589 BANK AMER CORP COM 060505104 253 7170 SH SOLE NONE 0 0 7170 EXXON MOBIL CORP COM 30231G102 1081 15497 SH SOLE NONE 0 0 15497 WALMART INC COM 931142103 294 2472 SH SOLE NONE 0 0 2472 UNION PACIFIC CORP COM 907818108 227 1258 SH SOLE NONE 0 0 1258 DOMINION ENERGY INC COM 25746U109 248 2996 SH SOLE NONE 0 0 2996 MERCK & CO INC COM 58933Y105 530 5823 SH SOLE NONE 0 0 5823 NOVARTIS A G SPONSORED ADR 66987V109 250 2638 SH SOLE NONE 0 0 2638 HOME DEPOT INC COM 437076102 530 2429 SH SOLE NONE 0 0 2429 MCDONALDS CORP COM 580135101 556 2814 SH SOLE NONE 0 0 2814 JPMORGAN CHASE & CO COM 46625H100 500 3585 SH SOLE NONE 0 0 3585 GOODYEAR TIRE & RUBR CO COM 382550101 509 32720 SH SOLE NONE 0 0 32720 UNITEDHEALTH GROUP INC COM 91324P102 258 876 SH SOLE NONE 0 0 876 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 264 1252 SH SOLE NONE 0 0 1252 COMCAST CORP NEW CL A 20030N101 269 5973 SH SOLE NONE 0 0 5973 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1713 10467 SH SOLE NONE 0 0 10467 APPLE INC COM 037833100 2126 7239 SH SOLE NONE 0 0 7239 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 24337 697142 SH SOLE NONE 0 0 697142 INTL PAPER CO COM 460146103 400 8696 SH SOLE NONE 0 0 8696 ISHARES TR S&P 100 ETF 464287101 3390 23528 SH SOLE NONE 0 0 23528 ASA GOLD AND PRECIOUS MTLS L SHS G3156P103 197 14450 SH SOLE NONE 0 0 14450 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 386 6538 SH SOLE NONE 0 0 6538 VISHAY INTERTECHNOLOGY INC COM 928298108 224 10539 SH SOLE NONE 0 0 10539 SOUTHERN CO COM 842587107 427 6708 SH SOLE NONE 0 0 6708 DIVIDEND & INCOME FUND COM NEW 25538A204 483 35880 SH SOLE NONE 0 0 35880 BERKSHIRE HATHAWAY INC DEL CL A 084670108 340 1 SH SOLE NONE 0 0 1 NETFLIX INC COM 64110L106 297 917 SH SOLE NONE 0 0 917 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 367 54227 SH SOLE NONE 0 0 54227 ISHARES TR TIPS BD ETF 464287176 1448 12421 SH SOLE NONE 0 0 12421 PATTERSON COMPANIES INC COM 703395103 726 35430 SH SOLE NONE 0 0 35430 L3HARRIS TECHNOLOGIES INC COM 502431109 423 2140 SH SOLE NONE 0 0 2140 STANLEY BLACK & DECKER INC COM 854502101 961 5800 SH SOLE NONE 0 0 5800 MFS HIGH INCOME MUN TR SH BEN INT 59318D104 226 41950 SH SOLE NONE 0 0 41950 LIBERTY ALL-STAR GROWTH FD I COM 529900102 451 69313 SH SOLE NONE 0 0 69313 AMERICA FIRST MULTIFAMILY IN BEN UNIT CTF 02364V107 409 53150 SH SOLE NONE 0 0 53150 VANGUARD INDEX FDS MID CAP ETF 922908629 1212 6801 SH SOLE NONE 0 0 6801 MFS HIGH YIELD MUN TR SH BEN INT 59318E102 458 96822 SH SOLE NONE 0 0 96822 BLACKROCK INCOME TR INC COM 09247F100 67 11058 SH SOLE NONE 0 0 11058 ADVENT CONVERTIBLE & INCOME COM 00764C109 469 30173 SH SOLE NONE 0 0 30173 BROOKLINE BANCORP INC DEL COM 11373M107 187 11367 SH SOLE NONE 0 0 11367 ISHARES TR EAFE VALUE ETF 464288877 234 4678 SH SOLE NONE 0 0 4678 ROYCE MICRO-CAP TR INC COM 780915104 115 13435 SH SOLE NONE 0 0 13435 NEUBERGER BERMAN RE ES SEC F COM 64190A103 279 50000 SH SOLE NONE 0 0 50000 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 802 14647 SH SOLE NONE 0 0 14647 ABERDEEN AUSTRALIA EQTY FD I COM 003011103 214 39467 SH SOLE NONE 0 0 39467 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1449 9803 SH SOLE NONE 0 0 9803 INVESCO MUNI INCOME OPP TRST COM 46132X101 186 23633 SH SOLE NONE 0 0 23633 GUGGENHEIM ENHNCD EQTY INCM COM 40167B100 327 40600 SH SOLE NONE 0 0 40600 BANNER CORP COM NEW 06652V208 259 4575 SH SOLE NONE 0 0 4575 PROSHARES TR ULTRASHRT S&P500 74347B383 521 20965 SH SOLE NONE 0 0 20965 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 843 14759 SH SOLE NONE 0 0 14759 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 402 7472 SH SOLE NONE 0 0 7472 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 216 3130 SH SOLE NONE 0 0 3130 DELTA AIR LINES INC DEL COM NEW 247361702 200 3415 SH SOLE NONE 0 0 3415 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 14632 403866 SH SOLE NONE 0 0 403866 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 14817 158117 SH SOLE NONE 0 0 158117 SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 2318 21159 SH SOLE NONE 0 0 21159 B & G FOODS INC NEW COM 05508R106 505 28166 SH SOLE NONE 0 0 28166 VANGUARD WORLD FD MEGA GRWTH IND 921910816 332 2278 SH SOLE NONE 0 0 2278 PHILIP MORRIS INTL INC COM 718172109 349 4105 SH SOLE NONE 0 0 4105 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 2971 119076 SH SOLE NONE 0 0 119076 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 581 15373 SH SOLE NONE 0 0 15373 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 201 6404 SH SOLE NONE 0 0 6404 PROTALIX BIOTHERAPEUTICS INC COM 74365A309 125 38116 SH SOLE NONE 0 0 38116 NORTHEAST BK LEWISTON ME COM 66405S100 355 16129 SH SOLE NONE 0 0 16129 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 2380 54088 SH SOLE NONE 0 0 54088 TESLA INC COM 88160R101 540 1292 SH SOLE NONE 0 0 1292 BLACKSTONE GSO LNG SHRT CR I COM SHS BN INT 09257D102 221 14100 SH SOLE NONE 0 0 14100 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 4841 82973 SH SOLE NONE 0 0 82973 ISHARES INC MIN VOL EMRG MKT 464286533 544 9268 SH SOLE NONE 0 0 9268 DOUBLELINE OPPORTUNISTIC CR COM 258623107 371 17952 SH SOLE NONE 0 0 17952 SUPERNUS PHARMACEUTICALS INC COM 868459108 290 12216 SH SOLE NONE 0 0 12216 FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 33739E108 5800 288996 SH SOLE NONE 0 0 288996 KRAFT HEINZ CO COM 500754106 1001 31150 SH SOLE NONE 0 0 31150 ICLICK INTRACTVE ASIA GRP LT SPONSORED ADR 45113Y104 555 172500 SH SOLE NONE 0 0 172500