CCO/Managing Member

0001606587-22-000874.txt : 20220503 0001606587-22-000874.hdr.sgml : 20220503 20220503131201 ACCESSION NUMBER: 0001606587-22-000874 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220503 DATE AS OF CHANGE: 20220503 EFFECTIVENESS DATE: 20220503 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: 22885672 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 03-31-2022 03-31-2022 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 05-03-2022 0 170 272051 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 633 5346 SH SOLE NONE 0 0 5346 ABBVIE INC COM 00287Y109 1299 8010 SH SOLE NONE 0 0 8010 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 530 1573 SH SOLE NONE 0 0 1573 AFLAC INC COM 001055102 268 4168 SH SOLE NONE 0 0 4168 AGCO CORP COM 001084102 209 1431 SH SOLE NONE 0 0 1431 ALPHABET INC CAP STK CL A 02079K305 651 234 SH SOLE NONE 0 0 234 ALPHABET INC CAP STK CL C 02079K107 279 100 SH SOLE NONE 0 0 100 AMAZON COM INC COM 023135106 574 176 SH SOLE NONE 0 0 176 AMERICAN FINL GROUP INC OHIO COM 025932104 266 1824 SH SOLE NONE 0 0 1824 AMERICAN INTL GROUP INC COM NEW 026874784 259 4126 SH SOLE NONE 0 0 4126 AMGEN INC COM 031162100 341 1408 SH SOLE NONE 0 0 1408 AMPHENOL CORP NEW CL A 032095101 226 3000 SH SOLE NONE 0 0 3000 ANALOG DEVICES INC COM 032654105 480 2905 SH SOLE NONE 0 0 2905 APPLE INC COM 037833100 6156 35256 SH SOLE NONE 0 0 35256 ATKORE INC COM 047649108 497 5047 SH SOLE NONE 0 0 5047 AUTOMATIC DATA PROCESSING IN COM 053015103 381 1676 SH SOLE NONE 0 0 1676 AUTONATION INC COM 05329W102 206 2065 SH SOLE NONE 0 0 2065 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 3431 92948 SH SOLE NONE 0 0 92948 BECTON DICKINSON & CO COM 075887109 365 1371 SH SOLE NONE 0 0 1371 BELDEN INC COM 077454106 315 5683 SH SOLE NONE 0 0 5683 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 447 1268 SH SOLE NONE 0 0 1268 BERKSHIRE HATHAWAY INC DEL CL A 084670108 529 1 SH SOLE NONE 0 0 1 BK OF AMERICA CORP COM 060505104 319 7741 SH SOLE NONE 0 0 7741 BLACKROCK INC COM 09247X101 324 424 SH SOLE NONE 0 0 424 BLACKSTONE GROUP INC COM 09260D107 267 2103 SH SOLE NONE 0 0 2103 BRISTOL-MYERS SQUIBB CO COM 110122108 454 6217 SH SOLE NONE 0 0 6217 BROADCOM INC COM 11135F101 508 806 SH SOLE NONE 0 0 806 BROOKLINE BANCORP INC DEL COM 11373M107 237 14981 SH SOLE NONE 0 0 14981 BUNGE LIMITED COM G16962105 511 4614 SH SOLE NONE 0 0 4614 CAMBRIA ETF TR EMRG SHAREHLDR 132061706 829 26263 SH SOLE NONE 0 0 26263 CANADIAN NAT RES LTD COM 136385101 464 7487 SH SOLE NONE 0 0 7487 CHEMOURS CO COM 163851108 343 10887 SH SOLE NONE 0 0 10887 CISCO SYS INC COM 17275R102 1268 22744 SH SOLE NONE 0 0 22744 CITIZENS FINANCIAL GROUP INC COM 174610105 884 19503 SH SOLE NONE 0 0 19503 COCA COLA CO COM 191216100 240 3869 SH SOLE NONE 0 0 3869 COMCAST CORP NEW CL A 20030N101 549 11717 SH SOLE NONE 0 0 11717 CUBESMART COM 229663109 247 4752 SH SOLE NONE 0 0 4752 DOVER CORP COM 260003108 434 2765 SH SOLE NONE 0 0 2765 DXC TECHNOLOGY CO COM 23355L106 320 9794 SH SOLE NONE 0 0 9794 EAST WEST BANCORP INC COM 27579R104 312 3948 SH SOLE NONE 0 0 3948 EVEREST RE GROUP LTD COM G3223R108 295 978 SH SOLE NONE 0 0 978 EXXON MOBIL CORP COM 30231G102 1029 12460 SH SOLE NONE 0 0 12460 FACEBOOK INC CL A 30303M102 586 2636 SH SOLE NONE 0 0 2636 FACTSET RESH SYS INC COM 303075105 204 469 SH SOLE NONE 0 0 469 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 289 5921 SH SOLE NONE 0 0 5921 FIRST AMERN FINL CORP COM 31847R102 258 3974 SH SOLE NONE 0 0 3974 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 6649 349585 SH SOLE NONE 0 0 349585 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 799 31516 SH SOLE NONE 0 0 31516 FRANKLIN RESOURCES INC COM 354613101 529 18931 SH SOLE NONE 0 0 18931 FREEPORT-MCMORAN INC CL B 35671D857 507 10197 SH SOLE NONE 0 0 10197 FUELCELL ENERGY INC COM 35952H601 68 11749 SH SOLE NONE 0 0 11749 GENERAL DYNAMICS CORP COM 369550108 265 1100 SH SOLE NONE 0 0 1100 GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 407 21433 SH SOLE NONE 0 0 21433 HCA HEALTHCARE INC COM 40412C101 239 955 SH SOLE NONE 0 0 955 HEWLETT PACKARD ENTERPRISE C COM 42824C109 344 20597 SH SOLE NONE 0 0 20597 HILLENBRAND INC COM 431571108 285 6450 SH SOLE NONE 0 0 6450 HOME DEPOT INC COM 437076102 677 2261 SH SOLE NONE 0 0 2261 HONEYWELL INTL INC COM 438516106 210 1080 SH SOLE NONE 0 0 1080 HUNTSMAN CORP COM 447011107 624 16633 SH SOLE NONE 0 0 16633 ILLINOIS TOOL WKS INC COM 452308109 280 1338 SH SOLE NONE 0 0 1338 IMPERIAL OIL LTD COM NEW 453038408 283 5867 SH SOLE NONE 0 0 5867 INTEL CORP COM 458140100 813 16396 SH SOLE NONE 0 0 16396 INTERNATIONAL BUSINESS MACHS COM 459200101 227 1745 SH SOLE NONE 0 0 1745 INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 320 12979 SH SOLE NONE 0 0 12979 INTERNATIONAL PAPER CO COM 460146103 265 5746 SH SOLE NONE 0 0 5746 INTERPUBLIC GROUP COS INC COM 460690100 368 10372 SH SOLE NONE 0 0 10372 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 494 18973 SH SOLE NONE 0 0 18973 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 577 8601 SH SOLE NONE 0 0 8601 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 279 3082 SH SOLE NONE 0 0 3082 INVESCO QQQ TR UNIT SER 1 46090E103 761 2100 SH SOLE NONE 0 0 2100 IRON MTN INC NEW COM 46284V101 1102 19888 SH SOLE NONE 0 0 19888 ISHARES INC MSCI EMERG MRKT 464286533 1527 25017 SH SOLE NONE 0 0 25017 ISHARES TR S&P 500 VAL ETF 464287408 250 1608 SH SOLE NONE 0 0 1608 ISHARES TR CORE S&P500 ETF 464287200 5715 12598 SH SOLE NONE 0 0 12598 ISHARES TR MSCI EAFE ETF 464287465 224 3038 SH SOLE NONE 0 0 3038 ISHARES TR S&P 100 ETF 464287101 4067 19503 SH SOLE NONE 0 0 19503 ISHARES TR TIPS BD ETF 464287176 288 2308 SH SOLE NONE 0 0 2308 ISHARES TR CORE S&P TTL STK 464287150 295 2919 SH SOLE NONE 0 0 2919 ISHARES TR AGENCY BOND ETF 464288166 5307 47257 SH SOLE NONE 0 0 47257 ISHARES TR CORE DIV GRWTH 46434V621 3202 59956 SH SOLE NONE 0 0 59956 JABIL INC COM 466313103 267 4321 SH SOLE NONE 0 0 4321 JOHNSON & JOHNSON COM 478160104 1004 5663 SH SOLE NONE 0 0 5663 JONES LANG LASALLE INC COM 48020Q107 233 972 SH SOLE NONE 0 0 972 JPMORGAN CHASE & CO COM 46625H100 552 4046 SH SOLE NONE 0 0 4046 JUNIPER NETWORKS INC COM 48203R104 377 10136 SH SOLE NONE 0 0 10136 KLA CORP COM NEW 482480100 248 678 SH SOLE NONE 0 0 678 KROGER CO COM 501044101 359 6255 SH SOLE NONE 0 0 6255 L3HARRIS TECHNOLOGIES INC COM 502431109 244 984 SH SOLE NONE 0 0 984 LENNAR CORP CL A 526057104 220 2707 SH SOLE NONE 0 0 2707 LILLY ELI & CO COM 532457108 570 1991 SH SOLE NONE 0 0 1991 LINDE PLC SHS G5494J103 341 1068 SH SOLE NONE 0 0 1068 LOWES COS INC COM 548661107 470 2324 SH SOLE NONE 0 0 2324 MCDONALDS CORP COM 580135101 795 3214 SH SOLE NONE 0 0 3214 MEDTRONIC PLC SHS G5960L103 857 7720 SH SOLE NONE 0 0 7720 MERCK & CO. INC COM 58933Y105 622 7585 SH SOLE NONE 0 0 7585 MICROSOFT CORP COM 594918104 2803 9090 SH SOLE NONE 0 0 9090 MONDELEZ INTL INC CL A 609207105 246 3919 SH SOLE NONE 0 0 3919 MOSAIC CO NEW COM 61945C103 295 4434 SH SOLE NONE 0 0 4434 MOTOROLA SOLUTIONS INC COM NEW 620076307 256 1055 SH SOLE NONE 0 0 1055 NATIONAL FUEL GAS CO COM 636180101 660 9609 SH SOLE NONE 0 0 9609 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 257 4093 SH SOLE NONE 0 0 4093 NEXTERA ENERGY INC COM 65339F101 584 6889 SH SOLE NONE 0 0 6889 NIKE INC CL B 654106103 287 2136 SH SOLE NONE 0 0 2136 NORFOLK SOUTHN CORP COM 655844108 313 1098 SH SOLE NONE 0 0 1098 NORTHEAST BK LEWISTON ME COM 66405S100 481 14103 SH SOLE NONE 0 0 14103 NUCOR CORP COM 670346105 674 4533 SH SOLE NONE 0 0 4533 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 286 20099 SH SOLE NONE 0 0 20099 NVIDIA CORPORATION COM 67066G104 1124 4120 SH SOLE NONE 0 0 4120 ON SEMICONDUCTOR CORP COM 682189105 244 3893 SH SOLE NONE 0 0 3893 OSHKOSH CORP COM 688239201 217 2159 SH SOLE NONE 0 0 2159 OVINTIV INC COM 69047Q102 223 4121 SH SOLE NONE 0 0 4121 OWENS CORNING NEW COM 690742101 244 2671 SH SOLE NONE 0 0 2671 PAYCHEX INC COM 704326107 241 1768 SH SOLE NONE 0 0 1768 PENSKE AUTOMOTIVE GRP INC COM 70959W103 431 4604 SH SOLE NONE 0 0 4604 PEPSICO INC COM 713448108 664 3967 SH SOLE NONE 0 0 3967 PFIZER INC COM 717081103 759 14663 SH SOLE NONE 0 0 14663 PHILLIPS 66 COM 718546104 212 2452 SH SOLE NONE 0 0 2452 PLUG POWER INC COM NEW 72919P202 5758 201250 SH SOLE NONE 0 0 201250 PROCTER AND GAMBLE CO COM 742718109 363 2374 SH SOLE NONE 0 0 2374 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 458 6538 SH SOLE NONE 0 0 6538 RAYTHEON TECHNOLOGIES CORP COM 75513E101 378 3816 SH SOLE NONE 0 0 3816 REGENCY CTRS CORP COM 758849103 253 3547 SH SOLE NONE 0 0 3547 ROBERT HALF INTL INC COM 770323103 238 2082 SH SOLE NONE 0 0 2082 RYDER SYS INC COM 783549108 353 4450 SH SOLE NONE 0 0 4450 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3652 49048 SH SOLE NONE 0 0 49048 SELECT SECTOR SPDR TR ENERGY 81369Y506 646 8446 SH SOLE NONE 0 0 8446 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 6988 43971 SH SOLE NONE 0 0 43971 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1328 9695 SH SOLE NONE 0 0 9695 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 3419 70759 SH SOLE NONE 0 0 70759 SIMON PPTY GROUP INC NEW COM 828806109 220 1675 SH SOLE NONE 0 0 1675 SKYWORKS SOLUTIONS INC COM 83088M102 200 1500 SH SOLE NONE 0 0 1500 SNAP ON INC COM 833034101 218 1062 SH SOLE NONE 0 0 1062 SOUTHERN CO COM 842587107 210 2897 SH SOLE NONE 0 0 2897 SPDR GOLD TR GOLD SHS 78463V107 9413 52104 SH SOLE NONE 0 0 52104 SPDR S&P 500 ETF TR TR UNIT 78462F103 2238 4955 SH SOLE NONE 0 0 4955 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 377 768 SH SOLE NONE 0 0 768 SPDR SER TR S&P 600 SMCP VAL 78464A300 1273 15278 SH SOLE NONE 0 0 15278 SPDR SER TR S&P 600 SMCP GRW 78464A201 1253 14944 SH SOLE NONE 0 0 14944 SPDR SER TR PRTFLO S&P500 GW 78464A409 46005 694833 SH SOLE NONE 0 0 694833 SPDR SER TR DJ REIT ETF 78464A607 317 2701 SH SOLE NONE 0 0 2701 SPDR SER TR PRTFLO S&P500 VL 78464A508 36093 864499 SH SOLE NONE 0 0 864499 SPDR SER TR S&P 400 MDCP VAL 78464A839 1506 21405 SH SOLE NONE 0 0 21405 SPDR SER TR S&P 400 MDCP GRW 78464A821 1497 20170 SH SOLE NONE 0 0 20170 SPDR SER TR PORTFOLIO S&P400 78464A847 22891 485391 SH SOLE NONE 0 0 485391 SPDR SER TR BLOOMBERG HIGH Y 78468R622 377 3681 SH SOLE NONE 0 0 3681 SPDR SER TR PORTFOLIO S&P500 78464A854 303 5711 SH SOLE NONE 0 0 5711 SPDR SER TR ICE PFD SEC ETF 78464A292 830 21269 SH SOLE NONE 0 0 21269 SPDR SER TR PORTFLI MORTGAGE 78464A383 976 40722 SH SOLE NONE 0 0 40722 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 371 8244 SH SOLE NONE 0 0 8244 STARBUCKS CORP COM 855244109 206 2261 SH SOLE NONE 0 0 2261 STEEL DYNAMICS INC COM 858119100 286 3425 SH SOLE NONE 0 0 3425 TARGET CORP COM 87612E106 281 1322 SH SOLE NONE 0 0 1322 TESLA INC COM 88160R101 1242 1153 SH SOLE NONE 0 0 1153 TEXAS INSTRS INC COM 882508104 333 1815 SH SOLE NONE 0 0 1815 TORONTO DOMINION BK ONT COM NEW 891160509 362 4555 SH SOLE NONE 0 0 4555 ULTA BEAUTY INC COM 90384S303 280 702 SH SOLE NONE 0 0 702 UNION PAC CORP COM 907818108 378 1384 SH SOLE NONE 0 0 1384 UNITED PARCEL SERVICE INC CL B 911312106 461 2150 SH SOLE NONE 0 0 2150 UNITEDHEALTH GROUP INC COM 91324P102 1599 3136 SH SOLE NONE 0 0 3136 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1860 8171 SH SOLE NONE 0 0 8171 VANGUARD INDEX FDS MID CAP ETF 922908629 1434 6029 SH SOLE NONE 0 0 6029 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1812 8693 SH SOLE NONE 0 0 8693 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 257 4464 SH SOLE NONE 0 0 4464 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 421 2597 SH SOLE NONE 0 0 2597 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 22187 197660 SH SOLE NONE 0 0 197660 VANGUARD WORLD FD MEGA GRWTH IND 921910816 456 1938 SH SOLE NONE 0 0 1938 VERIZON COMMUNICATIONS INC COM 92343V104 388 7616 SH SOLE NONE 0 0 7616 VISA INC COM CL A 92826C839 318 1432 SH SOLE NONE 0 0 1432 WALGREENS BOOTS ALLIANCE INC COM 931427108 458 10223 SH SOLE NONE 0 0 10223 WEC ENERGY GROUP INC COM 92939U106 210 2104 SH SOLE NONE 0 0 2104