CCO/Managing Member

0001606587-21-001048.txt : 20210805 0001606587-21-001048.hdr.sgml : 20210805 20210805153634 ACCESSION NUMBER: 0001606587-21-001048 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210805 DATE AS OF CHANGE: 20210805 EFFECTIVENESS DATE: 20210805 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: 211147931 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 06-30-2021 06-30-2021 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 07-22-2021 0 168 314188 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 484 2437 SH SOLE NONE 0 0 2437 ABBOTT LABS COM 002824100 620 5344 SH SOLE NONE 0 0 5344 ABBVIE INC COM 00287Y109 540 4794 SH SOLE NONE 0 0 4794 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 421 1427 SH SOLE NONE 0 0 1427 ACUITY BRANDS INC COM 00508Y102 349 1865 SH SOLE NONE 0 0 1865 AFLAC INC COM 001055102 226 4213 SH SOLE NONE 0 0 4213 AIR PRODS & CHEMS INC COM 009158106 211 733 SH SOLE NONE 0 0 733 ALPHABET INC CAP STK CL A 02079K305 608 249 SH SOLE NONE 0 0 249 ALPHABET INC CAP STK CL C 02079K107 431 172 SH SOLE NONE 0 0 172 AMAZON COM INC COM 023135106 925 269 SH SOLE NONE 0 0 269 AMGEN INC COM 031162100 583 2393 SH SOLE NONE 0 0 2393 AMPHENOL CORP NEW CL A 032095101 205 3000 SH SOLE NONE 0 0 3000 ANALOG DEVICES INC COM 032654105 306 1776 SH SOLE NONE 0 0 1776 AON PLC SHS CL A G0403H108 354 1481 SH SOLE NONE 0 0 1481 APPLE INC COM 037833100 5153 37624 SH SOLE NONE 0 0 37624 ARTISAN PARTNERS ASSET MGMT CL A 04316A108 1647 32403 SH SOLE NONE 0 0 32403 ATKORE INC COM 047649108 550 7741 SH SOLE NONE 0 0 7741 AUTOMATIC DATA PROCESSING IN COM 053015103 385 1938 SH SOLE NONE 0 0 1938 AVERY DENNISON CORP COM 053611109 396 1882 SH SOLE NONE 0 0 1882 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 9426 346551 SH SOLE NONE 0 0 346551 BECTON DICKINSON & CO COM 075887109 373 1535 SH SOLE NONE 0 0 1535 BELDEN INC COM 077454106 425 8408 SH SOLE NONE 0 0 8408 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 347 1249 SH SOLE NONE 0 0 1249 BERKSHIRE HATHAWAY INC DEL CL A 084670108 419 1 SH SOLE NONE 0 0 1 BK OF AMERICA CORP COM 060505104 630 15279 SH SOLE NONE 0 0 15279 BLACKROCK INC COM 09247X101 374 427 SH SOLE NONE 0 0 427 BLACKSTONE GROUP INC COM 09260D107 214 2203 SH SOLE NONE 0 0 2203 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 427 5015 SH SOLE NONE 0 0 5015 BORGWARNER INC COM 099724106 442 9107 SH SOLE NONE 0 0 9107 BRISTOL-MYERS SQUIBB CO COM 110122108 477 7143 SH SOLE NONE 0 0 7143 BROADCOM INC COM 11135F101 279 585 SH SOLE NONE 0 0 585 BROOKLINE BANCORP INC DEL COM 11373M107 224 14981 SH SOLE NONE 0 0 14981 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 279 2979 SH SOLE NONE 0 0 2979 CELANESE CORP DEL COM 150870103 315 2079 SH SOLE NONE 0 0 2079 CHEMOURS CO COM 163851108 494 14188 SH SOLE NONE 0 0 14188 CISCO SYS INC COM 17275R102 1293 24404 SH SOLE NONE 0 0 24404 CITIGROUP INC COM NEW 172967424 404 5708 SH SOLE NONE 0 0 5708 CITIZENS FINL GROUP INC COM 174610105 2268 49453 SH SOLE NONE 0 0 49453 COCA COLA CO COM 191216100 270 4994 SH SOLE NONE 0 0 4994 COMCAST CORP NEW CL A 20030N101 913 16009 SH SOLE NONE 0 0 16009 CUMMINS INC COM 231021106 397 1628 SH SOLE NONE 0 0 1628 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 876 18580 SH SOLE NONE 0 0 18580 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 811 13892 SH SOLE NONE 0 0 13892 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1829 40813 SH SOLE NONE 0 0 40813 DISNEY WALT CO COM 254687106 249 1418 SH SOLE NONE 0 0 1418 DOMINION ENERGY INC COM 25746U109 202 2748 SH SOLE NONE 0 0 2748 DOUBLELINE OPPORTUNISTIC CR COM 258623107 1086 54142 SH SOLE NONE 0 0 54142 DOVER CORP COM 260003108 430 2853 SH SOLE NONE 0 0 2853 DXC TECHNOLOGY CO COM 23355L106 494 12682 SH SOLE NONE 0 0 12682 EAST WEST BANCORP INC COM 27579R104 532 7424 SH SOLE NONE 0 0 7424 EMERSON ELEC CO COM 291011104 505 5244 SH SOLE NONE 0 0 5244 EXXON MOBIL CORP COM 30231G102 2468 39125 SH SOLE NONE 0 0 39125 FACEBOOK INC CL A 30303M102 1042 2997 SH SOLE NONE 0 0 2997 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 8422 408859 SH SOLE NONE 0 0 408859 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 4235 163258 SH SOLE NONE 0 0 163258 FIRSTENERGY CORP COM 337932107 345 9262 SH SOLE NONE 0 0 9262 FRANKLIN RESOURCES INC COM 354613101 1919 59978 SH SOLE NONE 0 0 59978 FREEPORT-MCMORAN INC CL B 35671D857 560 15101 SH SOLE NONE 0 0 15101 GENERAL DYNAMICS CORP COM 369550108 209 1111 SH SOLE NONE 0 0 1111 GRAINGER W W INC COM 384802104 360 821 SH SOLE NONE 0 0 821 GREIF INC CL A 397624107 450 7426 SH SOLE NONE 0 0 7426 GUGGENHEIM ENHANCED EQT INCM COM 40167B100 350 40600 SH SOLE NONE 0 0 40600 HARLEY DAVIDSON INC COM 412822108 484 10570 SH SOLE NONE 0 0 10570 HILLENBRAND INC COM 431571108 389 8827 SH SOLE NONE 0 0 8827 HOLLYFRONTIER CORP COM 436106108 310 9413 SH SOLE NONE 0 0 9413 HOME DEPOT INC COM 437076102 926 2903 SH SOLE NONE 0 0 2903 HONEYWELL INTL INC COM 438516106 262 1196 SH SOLE NONE 0 0 1196 HUNTSMAN CORP COM 447011107 424 15999 SH SOLE NONE 0 0 15999 ILLINOIS TOOL WKS INC COM 452308109 302 1352 SH SOLE NONE 0 0 1352 INTEL CORP COM 458140100 834 14857 SH SOLE NONE 0 0 14857 INTERCONTINENTAL EXCHANGE IN COM 45866F104 4731 39855 SH SOLE NONE 0 0 39855 INTERNATIONAL BUSINESS MACHS COM 459200101 1766 12049 SH SOLE NONE 0 0 12049 INTERNATIONAL PAPER CO COM 460146103 1733 28266 SH SOLE NONE 0 0 28266 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 708 11623 SH SOLE NONE 0 0 11623 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 253 1681 SH SOLE NONE 0 0 1681 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 278 3082 SH SOLE NONE 0 0 3082 INVESCO QQQ TR UNIT SER 1 46090E103 793 2237 SH SOLE NONE 0 0 2237 IRON MTN INC NEW COM 46284V101 2342 55339 SH SOLE NONE 0 0 55339 ISHARES INC MSCI EMERG MRKT 464286533 2183 34019 SH SOLE NONE 0 0 34019 ISHARES TR CORE S&P SCP ETF 464287804 227 2009 SH SOLE NONE 0 0 2009 ISHARES TR SP SMCP600VL ETF 464287879 228 2158 SH SOLE NONE 0 0 2158 ISHARES TR S&P 500 VAL ETF 464287408 237 1608 SH SOLE NONE 0 0 1608 ISHARES TR CORE S&P500 ETF 464287200 6395 14876 SH SOLE NONE 0 0 14876 ISHARES TR RUSSELL 3000 ETF 464287689 798 3120 SH SOLE NONE 0 0 3120 ISHARES TR MSCI EAFE ETF 464287465 323 4089 SH SOLE NONE 0 0 4089 ISHARES TR S&P 100 ETF 464287101 3867 19710 SH SOLE NONE 0 0 19710 ISHARES TR TIPS BD ETF 464287176 1744 13626 SH SOLE NONE 0 0 13626 ISHARES TR CORE S&P TTL STK 464287150 288 2919 SH SOLE NONE 0 0 2919 ISHARES TR NATIONAL MUN ETF 464288414 405 3458 SH SOLE NONE 0 0 3458 ISHARES TR CORE DIV GRWTH 46434V621 5475 108710 SH SOLE NONE 0 0 108710 JOHNSON & JOHNSON COM 478160104 1283 7790 SH SOLE NONE 0 0 7790 JPMORGAN CHASE & CO COM 46625H100 801 5153 SH SOLE NONE 0 0 5153 JUNIPER NETWORKS INC COM 48203R104 366 13369 SH SOLE NONE 0 0 13369 KRAFT HEINZ CO COM 500754106 226 5535 SH SOLE NONE 0 0 5535 KROGER CO COM 501044101 324 8446 SH SOLE NONE 0 0 8446 L3HARRIS TECHNOLOGIES INC COM 502431109 302 1396 SH SOLE NONE 0 0 1396 LEGGETT & PLATT INC COM 524660107 308 5952 SH SOLE NONE 0 0 5952 LILLY ELI & CO COM 532457108 262 1143 SH SOLE NONE 0 0 1143 LINDE PLC SHS G5494J103 311 1077 SH SOLE NONE 0 0 1077 LOWES COS INC COM 548661107 483 2492 SH SOLE NONE 0 0 2492 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 2134 43627 SH SOLE NONE 0 0 43627 MAGNA INTL INC COM 559222401 309 3332 SH SOLE NONE 0 0 3332 MAXIM INTEGRATED PRODS INC COM 57772K101 496 4709 SH SOLE NONE 0 0 4709 MCDONALDS CORP COM 580135101 1014 4391 SH SOLE NONE 0 0 4391 MEDTRONIC PLC SHS G5960L103 959 7724 SH SOLE NONE 0 0 7724 MERCHANTS BANCORP IND COM 58844R108 299 7631 SH SOLE NONE 0 0 7631 MERCK & CO INC COM 58933Y105 999 12841 SH SOLE NONE 0 0 12841 MICROSOFT CORP COM 594918104 2864 10574 SH SOLE NONE 0 0 10574 MONDELEZ INTL INC CL A 609207105 238 3814 SH SOLE NONE 0 0 3814 NETFLIX INC COM 64110L106 947 1792 SH SOLE NONE 0 0 1792 NEXTERA ENERGY INC COM 65339F101 814 11102 SH SOLE NONE 0 0 11102 NIKE INC CL B 654106103 332 2150 SH SOLE NONE 0 0 2150 NORFOLK SOUTHN CORP COM 655844108 303 1140 SH SOLE NONE 0 0 1140 NORTHEAST BK LEWISTON ME COM 66405S100 421 14101 SH SOLE NONE 0 0 14101 NUCOR CORP COM 670346105 618 6445 SH SOLE NONE 0 0 6445 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 1780 123881 SH SOLE NONE 0 0 123881 NVIDIA CORPORATION COM 67066G104 840 1050 SH SOLE NONE 0 0 1050 ORACLE CORP COM 68389X105 358 4595 SH SOLE NONE 0 0 4595 PACCAR INC COM 693718108 340 3812 SH SOLE NONE 0 0 3812 PEPSICO INC COM 713448108 852 5750 SH SOLE NONE 0 0 5750 PFIZER INC COM 717081103 399 10179 SH SOLE NONE 0 0 10179 PHILLIPS 66 COM 718546104 249 2896 SH SOLE NONE 0 0 2896 PLUG POWER INC COM NEW 72919P202 6915 202250 SH SOLE NONE 0 0 202250 PPL CORP COM 69351T106 378 13506 SH SOLE NONE 0 0 13506 PRICE T ROWE GROUP INC COM 74144T108 344 1738 SH SOLE NONE 0 0 1738 PROCTER AND GAMBLE CO COM 742718109 341 2526 SH SOLE NONE 0 0 2526 PROSHARES TR PSHS ULTSH 20YRS 74347B201 627 33274 SH SOLE NONE 0 0 33274 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 406 6791 SH SOLE NONE 0 0 6791 RAYTHEON TECHNOLOGIES CORP COM 75513E101 314 3678 SH SOLE NONE 0 0 3678 SELECT SECTOR SPDR TR ENERGY 81369Y506 602 11181 SH SOLE NONE 0 0 11181 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1397 11090 SH SOLE NONE 0 0 11090 SKYWORKS SOLUTIONS INC COM 83088M102 288 1500 SH SOLE NONE 0 0 1500 SNAP ON INC COM 833034101 486 2175 SH SOLE NONE 0 0 2175 SPDR S&P 500 ETF TR TR UNIT 78462F103 2506 5855 SH SOLE NONE 0 0 5855 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1828 3722 SH SOLE NONE 0 0 3722 SPDR SER TR S&P 600 SMCP VAL 78464A300 2802 32692 SH SOLE NONE 0 0 32692 SPDR SER TR S&P 600 SMCP GRW 78464A201 2507 28239 SH SOLE NONE 0 0 28239 SPDR SER TR PRTFLO S&P500 GW 78464A409 35299 560573 SH SOLE NONE 0 0 560573 SPDR SER TR PRTFLO S&P500 VL 78464A508 45450 1149470 SH SOLE NONE 0 0 1149470 SPDR SER TR S&P 400 MDCP VAL 78464A839 3039 45005 SH SOLE NONE 0 0 45005 SPDR SER TR S&P 400 MDCP GRW 78464A821 2375 30643 SH SOLE NONE 0 0 30643 SPDR SER TR PORTFOLIO S&P400 78464A847 30087 637302 SH SOLE NONE 0 0 637302 SPDR SER TR BLOOMBERG BRCLYS 78468R622 2645 24059 SH SOLE NONE 0 0 24059 SPDR SER TR PORTFOLIO S&P500 78464A854 323 6414 SH SOLE NONE 0 0 6414 SPDR SER TR ICE PFD SEC ETF 78464A292 3581 80972 SH SOLE NONE 0 0 80972 SPDR SER TR PORTFLI MORTGAGE 78464A383 4468 172792 SH SOLE NONE 0 0 172792 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 1579 34111 SH SOLE NONE 0 0 34111 STARBUCKS CORP COM 855244109 261 2334 SH SOLE NONE 0 0 2334 TARGET CORP COM 87612E106 309 1280 SH SOLE NONE 0 0 1280 TESLA INC COM 88160R101 4321 6357 SH SOLE NONE 0 0 6357 TEXAS INSTRS INC COM 882508104 975 5070 SH SOLE NONE 0 0 5070 TRINITY INDS INC COM 896522109 383 14245 SH SOLE NONE 0 0 14245 UNION PAC CORP COM 907818108 744 3384 SH SOLE NONE 0 0 3384 UNITED PARCEL SERVICE INC CL B 911312106 250 1202 SH SOLE NONE 0 0 1202 UNITEDHEALTH GROUP INC COM 91324P102 1270 3172 SH SOLE NONE 0 0 3172 UNUM GROUP COM 91529Y106 301 10587 SH SOLE NONE 0 0 10587 US BANCORP DEL COM NEW 902973304 202 3550 SH SOLE NONE 0 0 3550 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2391 10732 SH SOLE NONE 0 0 10732 VANGUARD INDEX FDS MID CAP ETF 922908629 1391 5862 SH SOLE NONE 0 0 5862 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1803 8982 SH SOLE NONE 0 0 8982 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 383 6045 SH SOLE NONE 0 0 6045 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 402 2597 SH SOLE NONE 0 0 2597 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 21191 202262 SH SOLE NONE 0 0 202262 VANGUARD WORLD FD MEGA GRWTH IND 921910816 448 1938 SH SOLE NONE 0 0 1938 VERIZON COMMUNICATIONS INC COM 92343V104 467 8328 SH SOLE NONE 0 0 8328 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 1892 41130 SH SOLE NONE 0 0 41130 VISA INC COM CL A 92826C839 372 1591 SH SOLE NONE 0 0 1591 WALGREENS BOOTS ALLIANCE INC COM 931427108 451 8565 SH SOLE NONE 0 0 8565