CCO/Managing Member

0001606587-22-000164.txt : 20220128 0001606587-22-000164.hdr.sgml : 20220128 20220128144802 ACCESSION NUMBER: 0001606587-22-000164 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220128 DATE AS OF CHANGE: 20220128 EFFECTIVENESS DATE: 20220128 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: 22567998 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 12-31-2021 12-31-2021 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 01-27-2022 0 159 282984 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 247 1388 SH SOLE NONE 0 0 1388 ABBOTT LABS COM 002824100 748 5315 SH SOLE NONE 0 0 5315 ABBVIE INC COM 00287Y109 1282 9471 SH SOLE NONE 0 0 9471 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 770 1858 SH SOLE NONE 0 0 1858 AFLAC INC COM 001055102 243 4168 SH SOLE NONE 0 0 4168 AIR PRODS & CHEMS INC COM 009158106 220 724 SH SOLE NONE 0 0 724 ALPHABET INC CAP STK CL A 02079K305 663 229 SH SOLE NONE 0 0 229 ALPHABET INC CAP STK CL C 02079K107 463 160 SH SOLE NONE 0 0 160 AMAZON COM INC COM 023135106 473 142 SH SOLE NONE 0 0 142 AMERICAN TOWER CORP NEW COM 03027X100 215 736 SH SOLE NONE 0 0 736 AMGEN INC COM 031162100 503 2237 SH SOLE NONE 0 0 2237 AMPHENOL CORP NEW CL A 032095101 262 3000 SH SOLE NONE 0 0 3000 ANALOG DEVICES INC COM 032654105 587 3342 SH SOLE NONE 0 0 3342 APOLLO GLOBAL MGMT INC COM CL A 03768E105 330 4556 SH SOLE NONE 0 0 4556 APPLE INC COM 037833100 6347 35743 SH SOLE NONE 0 0 35743 ARTISAN PARTNERS ASSET MGMT CL A 04316A108 261 5485 SH SOLE NONE 0 0 5485 ATKORE INC COM 047649108 557 5012 SH SOLE NONE 0 0 5012 AUTOMATIC DATA PROCESSING IN COM 053015103 413 1676 SH SOLE NONE 0 0 1676 AVERY DENNISON CORP COM 053611109 224 1032 SH SOLE NONE 0 0 1032 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 3370 117410 SH SOLE NONE 0 0 117410 BECTON DICKINSON & CO COM 075887109 351 1394 SH SOLE NONE 0 0 1394 BELDEN INC COM 077454106 364 5536 SH SOLE NONE 0 0 5536 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 294 983 SH SOLE NONE 0 0 983 BERKSHIRE HATHAWAY INC DEL CL A 084670108 451 1 SH SOLE NONE 0 0 1 BK OF AMERICA CORP COM 060505104 397 8918 SH SOLE NONE 0 0 8918 BLACKROCK INC COM 09247X101 388 424 SH SOLE NONE 0 0 424 BLACKSTONE INC COM 09260D107 272 2103 SH SOLE NONE 0 0 2103 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 219 2584 SH SOLE NONE 0 0 2584 BRISTOL-MYERS SQUIBB CO COM 110122108 388 6217 SH SOLE NONE 0 0 6217 BROADCOM INC COM 11135F101 516 776 SH SOLE NONE 0 0 776 BROOKLINE BANCORP INC DEL COM 11373M107 243 14981 SH SOLE NONE 0 0 14981 CHEMOURS CO COM 163851108 333 9909 SH SOLE NONE 0 0 9909 CISCO SYS INC COM 17275R102 1417 22359 SH SOLE NONE 0 0 22359 CITIGROUP INC COM NEW 172967424 307 5077 SH SOLE NONE 0 0 5077 CITIZENS FINL GROUP INC COM 174610105 995 21063 SH SOLE NONE 0 0 21063 COCA COLA CO COM 191216100 235 3964 SH SOLE NONE 0 0 3964 COMCAST CORP NEW CL A 20030N101 776 15427 SH SOLE NONE 0 0 15427 CUMMINS INC COM 231021106 220 1008 SH SOLE NONE 0 0 1008 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 959 18550 SH SOLE NONE 0 0 18550 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 820 13663 SH SOLE NONE 0 0 13663 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1741 36636 SH SOLE NONE 0 0 36636 DISNEY WALT CO COM 254687106 267 1725 SH SOLE NONE 0 0 1725 DOVER CORP COM 260003108 509 2803 SH SOLE NONE 0 0 2803 DXC TECHNOLOGY CO COM 23355L106 297 9217 SH SOLE NONE 0 0 9217 EAST WEST BANCORP INC COM 27579R104 361 4589 SH SOLE NONE 0 0 4589 EMERSON ELEC CO COM 291011104 260 2791 SH SOLE NONE 0 0 2791 EXXON MOBIL CORP COM 30231G102 783 12797 SH SOLE NONE 0 0 12797 FACTSET RESH SYS INC COM 303075105 228 469 SH SOLE NONE 0 0 469 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 7281 358301 SH SOLE NONE 0 0 358301 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 1315 52338 SH SOLE NONE 0 0 52338 FRANKLIN RESOURCES INC COM 354613101 819 24448 SH SOLE NONE 0 0 24448 FREEPORT-MCMORAN INC CL B 35671D857 440 10554 SH SOLE NONE 0 0 10554 FUELCELL ENERGY INC COM 35952H601 61 11749 SH SOLE NONE 0 0 11749 GENERAL DYNAMICS CORP COM 369550108 229 1100 SH SOLE NONE 0 0 1100 GREIF INC CL A 397624107 288 4771 SH SOLE NONE 0 0 4771 GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 393 21433 SH SOLE NONE 0 0 21433 HARLEY DAVIDSON INC COM 412822108 296 7851 SH SOLE NONE 0 0 7851 HEWLETT PACKARD ENTERPRISE C COM 42824C109 214 13599 SH SOLE NONE 0 0 13599 HILLENBRAND INC COM 431571108 313 6022 SH SOLE NONE 0 0 6022 HOME DEPOT INC COM 437076102 1082 2607 SH SOLE NONE 0 0 2607 HONEYWELL INTL INC COM 438516106 252 1207 SH SOLE NONE 0 0 1207 HUNTSMAN CORP COM 447011107 473 13564 SH SOLE NONE 0 0 13564 ILLINOIS TOOL WKS INC COM 452308109 330 1338 SH SOLE NONE 0 0 1338 INTEL CORP COM 458140100 682 13245 SH SOLE NONE 0 0 13245 INTERNATIONAL BUSINESS MACHS COM 459200101 341 2548 SH SOLE NONE 0 0 2548 INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 227 7851 SH SOLE NONE 0 0 7851 INTERNATIONAL PAPER CO COM 460146103 389 8287 SH SOLE NONE 0 0 8287 INTERPUBLIC GROUP COS INC COM 460690100 441 11785 SH SOLE NONE 0 0 11785 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 674 9816 SH SOLE NONE 0 0 9816 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 297 3082 SH SOLE NONE 0 0 3082 INVESCO QQQ TR UNIT SER 1 46090E103 824 2072 SH SOLE NONE 0 0 2072 IRON MTN INC NEW COM 46284V101 1140 21782 SH SOLE NONE 0 0 21782 ISHARES INC MSCI EMERG MRKT 464286533 1704 27127 SH SOLE NONE 0 0 27127 ISHARES TR S&P 500 VAL ETF 464287408 252 1608 SH SOLE NONE 0 0 1608 ISHARES TR CORE S&P500 ETF 464287200 6399 13416 SH SOLE NONE 0 0 13416 ISHARES TR MSCI EAFE ETF 464287465 254 3229 SH SOLE NONE 0 0 3229 ISHARES TR 20 YR TR BD ETF 464287432 1656 11178 SH SOLE NONE 0 0 11178 ISHARES TR S&P 100 ETF 464287101 4025 18368 SH SOLE NONE 0 0 18368 ISHARES TR TIPS BD ETF 464287176 593 4593 SH SOLE NONE 0 0 4593 ISHARES TR CORE S&P TTL STK 464287150 312 2919 SH SOLE NONE 0 0 2919 ISHARES TR NATIONAL MUN ETF 464288414 240 2060 SH SOLE NONE 0 0 2060 ISHARES TR AGENCY BOND ETF 464288166 4658 39757 SH SOLE NONE 0 0 39757 ISHARES TR CORE DIV GRWTH 46434V621 4757 85581 SH SOLE NONE 0 0 85581 JOHNSON & JOHNSON COM 478160104 1062 6210 SH SOLE NONE 0 0 6210 JPMORGAN CHASE & CO COM 46625H100 698 4408 SH SOLE NONE 0 0 4408 JUNIPER NETWORKS INC COM 48203R104 321 8994 SH SOLE NONE 0 0 8994 KROGER CO COM 501044101 293 6478 SH SOLE NONE 0 0 6478 L3HARRIS TECHNOLOGIES INC COM 502431109 295 1384 SH SOLE NONE 0 0 1384 LILLY ELI & CO COM 532457108 481 1743 SH SOLE NONE 0 0 1743 LINDE PLC SHS G5494J103 370 1068 SH SOLE NONE 0 0 1068 LOWES COS INC COM 548661107 641 2478 SH SOLE NONE 0 0 2478 MCDONALDS CORP COM 580135101 921 3434 SH SOLE NONE 0 0 3434 MEDTRONIC PLC SHS G5960L103 799 7726 SH SOLE NONE 0 0 7726 MERCK & CO INC COM 58933Y105 444 5795 SH SOLE NONE 0 0 5795 META PLATFORMS INC CL A 30303M102 980 2914 SH SOLE NONE 0 0 2914 MICROSOFT CORP COM 594918104 3175 9442 SH SOLE NONE 0 0 9442 MONDELEZ INTL INC CL A 609207105 253 3814 SH SOLE NONE 0 0 3814 MORGAN STANLEY COM NEW 617446448 289 2945 SH SOLE NONE 0 0 2945 NATIONAL FUEL GAS CO COM 636180101 309 4833 SH SOLE NONE 0 0 4833 NETFLIX INC COM 64110L106 1080 1792 SH SOLE NONE 0 0 1792 NEXTERA ENERGY INC COM 65339F101 654 7008 SH SOLE NONE 0 0 7008 NIKE INC CL B 654106103 356 2136 SH SOLE NONE 0 0 2136 NORFOLK SOUTHN CORP COM 655844108 324 1089 SH SOLE NONE 0 0 1089 NORTHEAST BK LEWISTON ME COM 66405S100 504 14103 SH SOLE NONE 0 0 14103 NUCOR CORP COM 670346105 525 4595 SH SOLE NONE 0 0 4595 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 302 20583 SH SOLE NONE 0 0 20583 NVIDIA CORPORATION COM 67066G104 1195 4063 SH SOLE NONE 0 0 4063 ORACLE CORP COM 68389X105 318 3644 SH SOLE NONE 0 0 3644 PAYCHEX INC COM 704326107 241 1768 SH SOLE NONE 0 0 1768 PEPSICO INC COM 713448108 758 4361 SH SOLE NONE 0 0 4361 PFIZER INC COM 717081103 566 9577 SH SOLE NONE 0 0 9577 PLUG POWER INC COM NEW 72919P202 5681 201250 SH SOLE NONE 0 0 201250 PROCTER AND GAMBLE CO COM 742718109 408 2492 SH SOLE NONE 0 0 2492 PROSHARES TR PSHS ULTSH 20YRS 74347B201 180 10643 SH SOLE NONE 0 0 10643 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 453 6791 SH SOLE NONE 0 0 6791 RAYTHEON TECHNOLOGIES CORP COM 75513E101 290 3373 SH SOLE NONE 0 0 3373 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2976 41572 SH SOLE NONE 0 0 41572 SELECT SECTOR SPDR TR ENERGY 81369Y506 343 6174 SH SOLE NONE 0 0 6174 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 6128 35245 SH SOLE NONE 0 0 35245 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1489 10570 SH SOLE NONE 0 0 10570 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 3122 60258 SH SOLE NONE 0 0 60258 SKYWORKS SOLUTIONS INC COM 83088M102 233 1500 SH SOLE NONE 0 0 1500 SNAP ON INC COM 833034101 310 1440 SH SOLE NONE 0 0 1440 SOUTHERN CO COM 842587107 203 2967 SH SOLE NONE 0 0 2967 SPDR GOLD TR GOLD SHS 78463V107 6426 37588 SH SOLE NONE 0 0 37588 SPDR S&P 500 ETF TR TR UNIT 78462F103 2764 5820 SH SOLE NONE 0 0 5820 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 569 1099 SH SOLE NONE 0 0 1099 SPDR SER TR S&P 600 SMCP VAL 78464A300 1464 17280 SH SOLE NONE 0 0 17280 SPDR SER TR S&P 600 SMCP GRW 78464A201 1562 16832 SH SOLE NONE 0 0 16832 SPDR SER TR PRTFLO S&P500 GW 78464A409 48340 667038 SH SOLE NONE 0 0 667038 SPDR SER TR DJ REIT ETF 78464A607 624 5110 SH SOLE NONE 0 0 5110 SPDR SER TR PRTFLO S&P500 VL 78464A508 37112 883609 SH SOLE NONE 0 0 883609 SPDR SER TR S&P 400 MDCP VAL 78464A839 1756 24698 SH SOLE NONE 0 0 24698 SPDR SER TR S&P 400 MDCP GRW 78464A821 1762 21609 SH SOLE NONE 0 0 21609 SPDR SER TR PORTFOLIO S&P400 78464A847 24237 487279 SH SOLE NONE 0 0 487279 SPDR SER TR BLOOMBERG HIGH Y 78468R622 967 8905 SH SOLE NONE 0 0 8905 SPDR SER TR PORTFOLIO S&P500 78464A854 337 6042 SH SOLE NONE 0 0 6042 SPDR SER TR ICE PFD SEC ETF 78464A292 1191 27756 SH SOLE NONE 0 0 27756 SPDR SER TR PORTFLI MORTGAGE 78464A383 1244 49033 SH SOLE NONE 0 0 49033 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 450 9863 SH SOLE NONE 0 0 9863 STARBUCKS CORP COM 855244109 273 2334 SH SOLE NONE 0 0 2334 TARGET CORP COM 87612E106 296 1279 SH SOLE NONE 0 0 1279 TESLA INC COM 88160R101 1466 1387 SH SOLE NONE 0 0 1387 TEXAS INSTRS INC COM 882508104 700 3715 SH SOLE NONE 0 0 3715 TORONTO DOMINION BK ONT COM NEW 891160509 311 4061 SH SOLE NONE 0 0 4061 UNION PAC CORP COM 907818108 449 1784 SH SOLE NONE 0 0 1784 UNITED PARCEL SERVICE INC CL B 911312106 422 1967 SH SOLE NONE 0 0 1967 UNITEDHEALTH GROUP INC COM 91324P102 1501 2990 SH SOLE NONE 0 0 2990 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2193 9083 SH SOLE NONE 0 0 9083 VANGUARD INDEX FDS MID CAP ETF 922908629 1486 5831 SH SOLE NONE 0 0 5831 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1969 8907 SH SOLE NONE 0 0 8907 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 348 5679 SH SOLE NONE 0 0 5679 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 446 2597 SH SOLE NONE 0 0 2597 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 22160 197662 SH SOLE NONE 0 0 197662 VANGUARD WORLD FD MEGA GRWTH IND 921910816 505 1938 SH SOLE NONE 0 0 1938 VERIZON COMMUNICATIONS INC COM 92343V104 430 8270 SH SOLE NONE 0 0 8270 VISA INC COM CL A 92826C839 307 1417 SH SOLE NONE 0 0 1417 WALGREENS BOOTS ALLIANCE INC COM 931427108 523 10028 SH SOLE NONE 0 0 10028 WEC ENERGY GROUP INC COM 92939U106 204 2104 SH SOLE NONE 0 0 2104