CCO/Managing Member

0001606587-21-000562.txt : 20210504 0001606587-21-000562.hdr.sgml : 20210504 20210504123306 ACCESSION NUMBER: 0001606587-21-000562 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210504 DATE AS OF CHANGE: 20210504 EFFECTIVENESS DATE: 20210504 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: 21887147 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 03-31-2021 03-31-2021 false Measured Wealth Private Client Group, LLC

303 Islington Street Portsmouth NH 03801

13F HOLDINGS REPORT 028-18627 N Edward Benway CCO/Managing Member 603-431-1444 Edward Benway Portsmouth NH 04-28-2021 0 158 281951 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE SPDR SER TR PRTFLO S&P500 VL 78464A508 42124 1111461 SH SOLE NONE 0 0 1111461 SPDR SER TR PRTFLO S&P500 GW 78464A409 31219 553534 SH SOLE NONE 0 0 553534 SPDR SER TR PORTFOLIO S&P400 78464A847 29449 643554 SH SOLE NONE 0 0 643554 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 19972 197571 SH SOLE NONE 0 0 197571 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 8089 341886 SH SOLE NONE 0 0 341886 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 7987 396373 SH SOLE NONE 0 0 396373 PLUG POWER INC COM NEW 72919P202 7213 201250 SH SOLE NONE 0 0 201250 ISHARES TR CORE S&P500 ETF 464287200 5928 14901 SH SOLE NONE 0 0 14901 ISHARES TR CORE DIV GRWTH 46434V621 5283 109453 SH SOLE NONE 0 0 109453 INTERCONTINENTAL EXCHANGE IN COM 45866F104 4741 42455 SH SOLE NONE 0 0 42455 APPLE INC COM 037833100 4545 37212 SH SOLE NONE 0 0 37212 TESLA INC COM 88160R101 4321 6469 SH SOLE NONE 0 0 6469 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 4257 169351 SH SOLE NONE 0 0 169351 SPDR SER TR PORTFLI MORTGAGE 78464A383 4160 160436 SH SOLE NONE 0 0 160436 ISHARES TR S&P 100 ETF 464287101 3547 19726 SH SOLE NONE 0 0 19726 SPDR SER TR WELLS FG PFD ETF 78464A292 3314 76312 SH SOLE NONE 0 0 76312 SPDR SER TR S&P 400 MDCP VAL 78464A839 2914 44535 SH SOLE NONE 0 0 44535 SPDR SER TR BLOOMBERG BRCLYS 78468R622 2488 22872 SH SOLE NONE 0 0 22872 MICROSOFT CORP COM 594918104 2389 10135 SH SOLE NONE 0 0 10135 SPDR S&P 500 ETF TR TR UNIT 78462F103 2318 5849 SH SOLE NONE 0 0 5849 CITIZENS FINANCIAL GROUP INC COM 174610105 2267 51338 SH SOLE NONE 0 0 51338 EXXON MOBIL CORP COM 30231G102 2243 40175 SH SOLE NONE 0 0 40175 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2218 10732 SH SOLE NONE 0 0 10732 SPDR SER TR S&P 400 MDCP GRW 78464A821 2174 28948 SH SOLE NONE 0 0 28948 WALGREENS BOOTS ALLIANCE INC COM 931427108 2037 37108 SH SOLE NONE 0 0 37108 FRANKLIN RESOURCES INC COM 354613101 1979 66869 SH SOLE NONE 0 0 66869 IRON MTN INC NEW COM 46284V101 1961 52997 SH SOLE NONE 0 0 52997 ISHARES TR TIPS BD ETF 464287176 1949 15526 SH SOLE NONE 0 0 15526 ISHARES INC MSCI EMERG MRKT 464286533 1947 30820 SH SOLE NONE 0 0 30820 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1946 4088 SH SOLE NONE 0 0 4088 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1775 40928 SH SOLE NONE 0 0 40928 SPDR SER TR S&P 600 SMCP VAL 78464A300 1746 21293 SH SOLE NONE 0 0 21293 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1668 9004 SH SOLE NONE 0 0 9004 INTERNATIONAL PAPER CO COM 460146103 1614 29844 SH SOLE NONE 0 0 29844 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 1583 117410 SH SOLE NONE 0 0 117410 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 1476 32272 SH SOLE NONE 0 0 32272 INTERNATIONAL BUSINESS MACHS COM 459200101 1419 10651 SH SOLE NONE 0 0 10651 SPDR SER TR S&P 600 SMCP GRW 78464A201 1331 15503 SH SOLE NONE 0 0 15503 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1327 11371 SH SOLE NONE 0 0 11371 VANGUARD INDEX FDS MID CAP ETF 922908629 1298 5862 SH SOLE NONE 0 0 5862 JOHNSON & JOHNSON COM 478160104 1173 7138 SH SOLE NONE 0 0 7138 CISCO SYS INC COM 17275R102 1135 21951 SH SOLE NONE 0 0 21951 NETFLIX INC COM 64110L106 935 1792 SH SOLE NONE 0 0 1792 UNITEDHEALTH GROUP INC COM 91324P102 919 2471 SH SOLE NONE 0 0 2471 DOUBLELINE OPPORTUNISTIC CR COM 258623107 902 45674 SH SOLE NONE 0 0 45674 MCDONALDS CORP COM 580135101 891 3973 SH SOLE NONE 0 0 3973 MERCK & CO. INC COM 58933Y105 888 11521 SH SOLE NONE 0 0 11521 FACEBOOK INC CL A 30303M102 883 2997 SH SOLE NONE 0 0 2997 NEXTERA ENERGY INC COM 65339F101 848 11212 SH SOLE NONE 0 0 11212 AMAZON COM INC COM 023135106 826 267 SH SOLE NONE 0 0 267 TEXAS INSTRS INC COM 882508104 815 4315 SH SOLE NONE 0 0 4315 HOME DEPOT INC COM 437076102 796 2609 SH SOLE NONE 0 0 2609 JPMORGAN CHASE & CO COM 46625H100 782 5140 SH SOLE NONE 0 0 5140 INTEL CORP COM 458140100 778 12157 SH SOLE NONE 0 0 12157 COMCAST CORP NEW CL A 20030N101 761 14058 SH SOLE NONE 0 0 14058 PROSHARES TR PSHS ULTSH 20YRS 74347B201 758 34855 SH SOLE NONE 0 0 34855 UNION PAC CORP COM 907818108 746 3384 SH SOLE NONE 0 0 3384 ISHARES TR RUSSELL 3000 ETF 464287689 740 3120 SH SOLE NONE 0 0 3120 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 726 12487 SH SOLE NONE 0 0 12487 PEPSICO INC COM 713448108 723 5112 SH SOLE NONE 0 0 5112 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 676 22060 SH SOLE NONE 0 0 22060 INVESCO QQQ TR UNIT SER 1 46090E103 661 2072 SH SOLE NONE 0 0 2072 ABBOTT LABS COM 002824100 637 5315 SH SOLE NONE 0 0 5315 NVIDIA CORPORATION COM 67066G104 561 1050 SH SOLE NONE 0 0 1050 SELECT SECTOR SPDR TR ENERGY 81369Y506 552 11258 SH SOLE NONE 0 0 11258 FREEPORT-MCMORAN INC CL B 35671D857 519 15749 SH SOLE NONE 0 0 15749 NUCOR CORP COM 670346105 518 6458 SH SOLE NONE 0 0 6458 ATKORE INC COM 047649108 518 7205 SH SOLE NONE 0 0 7205 ALPHABET INC CAP STK CL A 02079K305 514 249 SH SOLE NONE 0 0 249 BK OF AMERICA CORP COM 060505104 503 12995 SH SOLE NONE 0 0 12995 VERIZON COMMUNICATIONS INC COM 92343V104 496 8530 SH SOLE NONE 0 0 8530 LOWES COS INC COM 548661107 469 2466 SH SOLE NONE 0 0 2466 AMGEN INC COM 031162100 468 1882 SH SOLE NONE 0 0 1882 BRISTOL-MYERS SQUIBB CO COM 110122108 451 7143 SH SOLE NONE 0 0 7143 EAST WEST BANCORP INC COM 27579R104 445 6031 SH SOLE NONE 0 0 6031 ISHARES TR NATIONAL MUN ETF 464288414 422 3639 SH SOLE NONE 0 0 3639 ABBVIE INC COM 00287Y109 417 3851 SH SOLE NONE 0 0 3851 SNAP ON INC COM 833034101 414 1795 SH SOLE NONE 0 0 1795 EMERSON ELEC CO COM 291011104 410 4542 SH SOLE NONE 0 0 4542 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 409 6791 SH SOLE NONE 0 0 6791 HUNTSMAN CORP COM 447011107 405 14047 SH SOLE NONE 0 0 14047 VANGUARD WORLD FD MEGA GRWTH IND 921910816 401 1938 SH SOLE NONE 0 0 1938 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 391 1416 SH SOLE NONE 0 0 1416 DOVER CORP COM 260003108 391 2853 SH SOLE NONE 0 0 2853 ALPHABET INC CAP STK CL C 02079K107 391 189 SH SOLE NONE 0 0 189 MAXIM INTEGRATED PRODS INC COM 57772K101 388 4246 SH SOLE NONE 0 0 4246 BERKSHIRE HATHAWAY INC DEL CL A 084670108 386 1 SH SOLE NONE 0 0 1 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 385 2617 SH SOLE NONE 0 0 2617 3M CO COM 88579Y101 374 1941 SH SOLE NONE 0 0 1941 DXC TECHNOLOGY CO COM 23355L106 374 11949 SH SOLE NONE 0 0 11949 NORTHEAST BK LEWISTON ME COM 66405S100 372 14100 SH SOLE NONE 0 0 14100 BECTON DICKINSON & CO COM 075887109 371 1525 SH SOLE NONE 0 0 1525 HARLEY DAVIDSON INC COM 412822108 370 9227 SH SOLE NONE 0 0 9227 PFIZER INC COM 717081103 369 10179 SH SOLE NONE 0 0 10179 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 367 6044 SH SOLE NONE 0 0 6044 GREIF INC CL A 397624107 366 6414 SH SOLE NONE 0 0 6414 HILLENBRAND INC COM 431571108 364 7624 SH SOLE NONE 0 0 7624 CHEMOURS CO COM 163851108 363 12990 SH SOLE NONE 0 0 12990 AUTOMATIC DATA PROCESSING IN COM 053015103 362 1923 SH SOLE NONE 0 0 1923 BORGWARNER INC COM 099724106 362 7805 SH SOLE NONE 0 0 7805 TRINITY INDS INC COM 896522109 347 12171 SH SOLE NONE 0 0 12171 PROCTER AND GAMBLE CO COM 742718109 342 2523 SH SOLE NONE 0 0 2523 BLACKROCK INC COM 09247X101 320 424 SH SOLE NONE 0 0 424 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 319 1249 SH SOLE NONE 0 0 1249 VISA INC COM CL A 92826C839 318 1504 SH SOLE NONE 0 0 1504 CUMMINS INC COM 231021106 316 1221 SH SOLE NONE 0 0 1221 CITIGROUP INC COM NEW 172967424 314 4311 SH SOLE NONE 0 0 4311 PACCAR INC COM 693718108 312 3353 SH SOLE NONE 0 0 3353 ISHARES TR MSCI EAFE ETF 464287465 310 4089 SH SOLE NONE 0 0 4089 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 307 3811 SH SOLE NONE 0 0 3811 SPDR SER TR PORTFOLIO S&P500 78464A854 302 6490 SH SOLE NONE 0 0 6490 LINDE PLC SHS G5494J103 299 1068 SH SOLE NONE 0 0 1068 NORFOLK SOUTHN CORP COM 655844108 297 1106 SH SOLE NONE 0 0 1106 ILLINOIS TOOL WKS INC COM 452308109 296 1338 SH SOLE NONE 0 0 1338 JUNIPER NETWORKS INC COM 48203R104 294 11590 SH SOLE NONE 0 0 11590 BELDEN INC COM 077454106 293 6601 SH SOLE NONE 0 0 6601 GUGGENHEIM ENHANCED EQUITY I COM 40167B100 293 40600 SH SOLE NONE 0 0 40600 PPL CORP COM 69351T106 289 10014 SH SOLE NONE 0 0 10014 NIKE INC CL B 654106103 284 2136 SH SOLE NONE 0 0 2136 RAYTHEON TECHNOLOGIES CORP COM 75513E101 283 3665 SH SOLE NONE 0 0 3665 L3HARRIS TECHNOLOGIES INC COM 502431109 281 1384 SH SOLE NONE 0 0 1384 MEDTRONIC PLC SHS G5960L103 275 2327 SH SOLE NONE 0 0 2327 SKYWORKS SOLUTIONS INC COM 83088M102 275 1500 SH SOLE NONE 0 0 1500 ANALOG DEVICES INC COM 032654105 272 1755 SH SOLE NONE 0 0 1755 BROADCOM INC COM 11135F101 271 585 SH SOLE NONE 0 0 585 KRAFT HEINZ CO COM 500754106 269 6720 SH SOLE NONE 0 0 6720 AVERY DENNISON CORP COM 053611109 267 1452 SH SOLE NONE 0 0 1452 ISHARES TR CORE S&P TTL STK 464287150 267 2919 SH SOLE NONE 0 0 2919 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 264 3130 SH SOLE NONE 0 0 3130 DISNEY WALT CO COM 254687106 262 1418 SH SOLE NONE 0 0 1418 HONEYWELL INTL INC COM 438516106 262 1208 SH SOLE NONE 0 0 1208 STARBUCKS CORP COM 855244109 258 2363 SH SOLE NONE 0 0 2363 TARGET CORP COM 87612E106 251 1266 SH SOLE NONE 0 0 1266 AON PLC SHS CL A G0403H108 244 1061 SH SOLE NONE 0 0 1061 ORACLE CORP COM 68389X105 240 3419 SH SOLE NONE 0 0 3419 GRAINGER W W INC COM 384802104 239 597 SH SOLE NONE 0 0 597 ACUITY BRANDS INC COM 00508Y102 238 1442 SH SOLE NONE 0 0 1442 PHILLIPS 66 COM 718546104 234 2868 SH SOLE NONE 0 0 2868 MERCHANTS BANCORP IND COM 58844R108 228 5444 SH SOLE NONE 0 0 5444 ISHARES TR S&P 500 VAL ETF 464287408 227 1608 SH SOLE NONE 0 0 1608 COCA COLA CO COM 191216100 226 4297 SH SOLE NONE 0 0 4297 MONDELEZ INTL INC CL A 609207105 225 3843 SH SOLE NONE 0 0 3843 FIRSTENERGY CORP COM 337932107 225 6473 SH SOLE NONE 0 0 6473 BROOKLINE BANCORP INC DEL COM 11373M107 225 14981 SH SOLE NONE 0 0 14981 HOLLYFRONTIER CORP COM 436106108 224 6263 SH SOLE NONE 0 0 6263 CELANESE CORP DEL COM 150870103 221 1476 SH SOLE NONE 0 0 1476 ISHARES TR SP SMCP600VL ETF 464287879 217 2158 SH SOLE NONE 0 0 2158 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 216 1527 SH SOLE NONE 0 0 1527 LILLY ELI & CO COM 532457108 214 1143 SH SOLE NONE 0 0 1143 KROGER CO COM 501044101 213 5919 SH SOLE NONE 0 0 5919 AFLAC INC COM 001055102 213 4168 SH SOLE NONE 0 0 4168 DOMINION ENERGY INC COM 25746U109 209 2748 SH SOLE NONE 0 0 2748 AIR PRODS & CHEMS INC COM 009158106 204 724 SH SOLE NONE 0 0 724 MAGNA INTL INC COM 559222401 203 2305 SH SOLE NONE 0 0 2305 PRICE T ROWE GROUP INC COM 74144T108 202 1176 SH SOLE NONE 0 0 1176 SOUTHERN CO COM 842587107 201 3230 SH SOLE NONE 0 0 3230 UNUM GROUP COM 91529Y106 201 7211 SH SOLE NONE 0 0 7211 GENERAL DYNAMICS CORP COM 369550108 200 1100 SH SOLE NONE 0 0 1100