CCO/Managing Member

0001606587-22-002028.txt : 20221027 0001606587-22-002028.hdr.sgml : 20221027 20221027162735 ACCESSION NUMBER: 0001606587-22-002028 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221027 DATE AS OF CHANGE: 20221027 EFFECTIVENESS DATE: 20221027 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: 221337669 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 09-30-2022 09-30-2022 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 10-25-2022 0 148 226344 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 553 5716 SH SOLE NONE 0 0 5716 ABBVIE INC COM 00287Y109 874 6513 SH SOLE NONE 0 0 6513 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 428 1662 SH SOLE NONE 0 0 1662 AFLAC INC COM 001055102 558 9935 SH SOLE NONE 0 0 9935 AGCO CORP COM 001084102 227 2361 SH SOLE NONE 0 0 2361 AIR PRODS & CHEMS INC COM 009158106 216 927 SH SOLE NONE 0 0 927 ALPHABET INC CAP STK CL A 02079K305 421 4400 SH SOLE NONE 0 0 4400 ALPHABET INC CAP STK CL C 02079K107 375 3901 SH SOLE NONE 0 0 3901 AMAZON COM INC COM 023135106 382 3379 SH SOLE NONE 0 0 3379 AMERICAN EQTY INVT LIFE HLD COM 025676206 365 9778 SH SOLE NONE 0 0 9778 AMERICAN FINL GROUP INC OHIO COM 025932104 268 2179 SH SOLE NONE 0 0 2179 AMERICAN INTL GROUP INC COM NEW 026874784 328 6907 SH SOLE NONE 0 0 6907 AMGEN INC COM 031162100 270 1197 SH SOLE NONE 0 0 1197 AMN HEALTHCARE SVCS INC COM 001744101 232 2191 SH SOLE NONE 0 0 2191 AMPHENOL CORP NEW CL A 032095101 201 3000 SH SOLE NONE 0 0 3000 ANALOG DEVICES INC COM 032654105 358 2568 SH SOLE NONE 0 0 2568 APPLE INC COM 037833100 4687 33911 SH SOLE NONE 0 0 33911 APPLIED INDL TECHNOLOGIES IN COM 03820C105 222 2162 SH SOLE NONE 0 0 2162 ATKORE INC COM 047649108 325 4174 SH SOLE NONE 0 0 4174 AUTOMATIC DATA PROCESSING IN COM 053015103 382 1691 SH SOLE NONE 0 0 1691 AVNET INC COM 053807103 268 7407 SH SOLE NONE 0 0 7407 AXIS CAP HLDGS LTD SHS G0692U109 238 4852 SH SOLE NONE 0 0 4852 BANK OZK COM 06417N103 319 8060 SH SOLE NONE 0 0 8060 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 1590 48320 SH SOLE NONE 0 0 48320 BECTON DICKINSON & CO COM 075887109 301 1351 SH SOLE NONE 0 0 1351 BELDEN INC COM 077454106 356 5933 SH SOLE NONE 0 0 5933 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 246 923 SH SOLE NONE 0 0 923 BERKSHIRE HATHAWAY INC DEL CL A 084670108 406 1 SH SOLE NONE 0 0 1 BLACKROCK INC COM 09247X101 254 462 SH SOLE NONE 0 0 462 BLOCK H & R INC COM 093671105 203 4762 SH SOLE NONE 0 0 4762 BRISTOL-MYERS SQUIBB CO COM 110122108 499 7017 SH SOLE NONE 0 0 7017 BROADCOM INC COM 11135F101 703 1583 SH SOLE NONE 0 0 1583 BROOKLINE BANCORP INC DEL COM 11373M107 175 14981 SH SOLE NONE 0 0 14981 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 275 2854 SH SOLE NONE 0 0 2854 CAMBRIA ETF TR EMRG SHAREHLDR 132061706 618 24864 SH SOLE NONE 0 0 24864 CF INDS HLDGS INC COM 125269100 421 4370 SH SOLE NONE 0 0 4370 CHEMOURS CO COM 163851108 205 8327 SH SOLE NONE 0 0 8327 CIGNA CORP NEW COM 125523100 275 990 SH SOLE NONE 0 0 990 CISCO SYS INC COM 17275R102 615 15371 SH SOLE NONE 0 0 15371 CITIZENS FINL GROUP INC COM 174610105 355 10319 SH SOLE NONE 0 0 10319 COCA COLA CO COM 191216100 219 3918 SH SOLE NONE 0 0 3918 CVS HEALTH CORP COM 126650100 589 6179 SH SOLE NONE 0 0 6179 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 740 19075 SH SOLE NONE 0 0 19075 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 584 12563 SH SOLE NONE 0 0 12563 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1399 35902 SH SOLE NONE 0 0 35902 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1117 37721 SH SOLE NONE 0 0 37721 DOVER CORP COM 260003108 322 2765 SH SOLE NONE 0 0 2765 DOW INC COM 260557103 285 6482 SH SOLE NONE 0 0 6482 EAST WEST BANCORP INC COM 27579R104 378 5626 SH SOLE NONE 0 0 5626 EPR PPTYS COM SH BEN INT 26884U109 270 7543 SH SOLE NONE 0 0 7543 EVEREST RE GROUP LTD COM G3223R108 426 1625 SH SOLE NONE 0 0 1625 EXXON MOBIL CORP COM 30231G102 1026 11754 SH SOLE NONE 0 0 11754 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 3491 209033 SH SOLE NONE 0 0 209033 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 211 11372 SH SOLE NONE 0 0 11372 FORD MTR CO DEL COM 345370860 289 25762 SH SOLE NONE 0 0 25762 GENERAL DYNAMICS CORP COM 369550108 206 970 SH SOLE NONE 0 0 970 GILEAD SCIENCES INC COM 375558103 297 4811 SH SOLE NONE 0 0 4811 GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 329 21433 SH SOLE NONE 0 0 21433 HARTFORD FINL SVCS GROUP INC COM 416515104 244 3938 SH SOLE NONE 0 0 3938 HOME DEPOT INC COM 437076102 561 2033 SH SOLE NONE 0 0 2033 HUNTSMAN CORP COM 447011107 377 15367 SH SOLE NONE 0 0 15367 ILLINOIS TOOL WKS INC COM 452308109 235 1301 SH SOLE NONE 0 0 1301 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 1066 44579 SH SOLE NONE 0 0 44579 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 2169 37508 SH SOLE NONE 0 0 37508 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 203 2732 SH SOLE NONE 0 0 2732 INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 46137V340 1506 29394 SH SOLE NONE 0 0 29394 INVESCO QQQ TR UNIT SER 1 46090E103 539 2017 SH SOLE NONE 0 0 2017 IRON MTN INC DEL COM 46284V101 754 17137 SH SOLE NONE 0 0 17137 ISHARES INC MSCI EMERG MRKT 464286533 497 9814 SH SOLE NONE 0 0 9814 ISHARES TR CORE S&P500 ETF 464287200 3615 10081 SH SOLE NONE 0 0 10081 ISHARES TR 1 3 YR TREAS BD 464287457 1091 13433 SH SOLE NONE 0 0 13433 ISHARES TR 20 YR TR BD ETF 464287432 2786 27191 SH SOLE NONE 0 0 27191 ISHARES TR S&P 100 ETF 464287101 3270 20124 SH SOLE NONE 0 0 20124 ISHARES TR CORE US AGGBD ET 464287226 10144 105297 SH SOLE NONE 0 0 105297 ISHARES TR SELECT DIVID ETF 464287168 215 2004 SH SOLE NONE 0 0 2004 ISHARES TR CORE S&P TTL STK 464287150 232 2919 SH SOLE NONE 0 0 2919 ISHARES TR AGENCY BOND ETF 464288166 3367 31618 SH SOLE NONE 0 0 31618 ISHARES TR CORE DIV GRWTH 46434V621 2480 55763 SH SOLE NONE 0 0 55763 JABIL INC COM 466313103 580 10043 SH SOLE NONE 0 0 10043 JOHNSON & JOHNSON COM 478160104 869 5322 SH SOLE NONE 0 0 5322 JPMORGAN CHASE & CO COM 46625H100 344 3289 SH SOLE NONE 0 0 3289 KROGER CO COM 501044101 320 7320 SH SOLE NONE 0 0 7320 LILLY ELI & CO COM 532457108 651 2012 SH SOLE NONE 0 0 2012 LINDE PLC SHS G5494J103 285 1058 SH SOLE NONE 0 0 1058 LITMAN GREGORY FDS TR IMGP DBI MANAGED 53700T827 356 10503 SH SOLE NONE 0 0 10503 LOWES COS INC COM 548661107 436 2324 SH SOLE NONE 0 0 2324 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 248 3291 SH SOLE NONE 0 0 3291 MCDONALDS CORP COM 580135101 668 2893 SH SOLE NONE 0 0 2893 MCKESSON CORP COM 58155Q103 359 1055 SH SOLE NONE 0 0 1055 MEDTRONIC PLC SHS G5960L103 628 7772 SH SOLE NONE 0 0 7772 MERCK & CO INC COM 58933Y105 893 10368 SH SOLE NONE 0 0 10368 MGIC INVT CORP WIS COM 552848103 186 14484 SH SOLE NONE 0 0 14484 MICROSOFT CORP COM 594918104 2223 9547 SH SOLE NONE 0 0 9547 MOLSON COORS BEVERAGE CO CL B 60871R209 207 4307 SH SOLE NONE 0 0 4307 MONDELEZ INTL INC CL A 609207105 208 3792 SH SOLE NONE 0 0 3792 MORGAN STANLEY COM NEW 617446448 332 4208 SH SOLE NONE 0 0 4208 MOTOROLA SOLUTIONS INC COM NEW 620076307 310 1383 SH SOLE NONE 0 0 1383 NATIONAL FUEL GAS CO COM 636180101 632 10269 SH SOLE NONE 0 0 10269 NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 221 1324 SH SOLE NONE 0 0 1324 NEXTERA ENERGY INC COM 65339F101 515 6563 SH SOLE NONE 0 0 6563 NORFOLK SOUTHN CORP COM 655844108 233 1112 SH SOLE NONE 0 0 1112 NORTHEAST BK LEWISTON ME COM 66405S100 517 14104 SH SOLE NONE 0 0 14104 NUCOR CORP COM 670346105 371 3463 SH SOLE NONE 0 0 3463 NVIDIA CORPORATION COM 67066G104 494 4066 SH SOLE NONE 0 0 4066 ON SEMICONDUCTOR CORP COM 682189105 296 4745 SH SOLE NONE 0 0 4745 OTTER TAIL CORP COM 689648103 234 3801 SH SOLE NONE 0 0 3801 OVINTIV INC COM 69047Q102 314 6818 SH SOLE NONE 0 0 6818 OWENS CORNING NEW COM 690742101 392 4990 SH SOLE NONE 0 0 4990 PENSKE AUTOMOTIVE GRP INC COM 70959W103 485 4927 SH SOLE NONE 0 0 4927 PEPSICO INC COM 713448108 661 4050 SH SOLE NONE 0 0 4050 PFIZER INC COM 717081103 798 18238 SH SOLE NONE 0 0 18238 PLUG POWER INC COM NEW 72919P202 4228 201250 SH SOLE NONE 0 0 201250 PROCTER AND GAMBLE CO COM 742718109 307 2434 SH SOLE NONE 0 0 2434 PROSPECT CAP CORP COM 74348T102 169 27306 SH SOLE NONE 0 0 27306 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 368 6538 SH SOLE NONE 0 0 6538 RAYTHEON TECHNOLOGIES CORP COM 75513E101 335 4096 SH SOLE NONE 0 0 4096 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 4216 64349 SH SOLE NONE 0 0 64349 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5352 45055 SH SOLE NONE 0 0 45055 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 4061 60856 SH SOLE NONE 0 0 60856 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 6915 57097 SH SOLE NONE 0 0 57097 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1464 40668 SH SOLE NONE 0 0 40668 SPDR GOLD TR GOLD SHS 78463V107 5973 38617 SH SOLE NONE 0 0 38617 SPDR S&P 500 ETF TR TR UNIT 78462F103 17194 48138 SH SOLE NONE 0 0 48138 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 218 542 SH SOLE NONE 0 0 542 SPDR SER TR S&P 600 SMCP VAL 78464A300 772 11505 SH SOLE NONE 0 0 11505 SPDR SER TR S&P 600 SMCP GRW 78464A201 645 9472 SH SOLE NONE 0 0 9472 SPDR SER TR PRTFLO S&P500 GW 78464A409 31624 631210 SH SOLE NONE 0 0 631210 SPDR SER TR PRTFLO S&P500 VL 78464A508 23977 695186 SH SOLE NONE 0 0 695186 SPDR SER TR S&P 400 MDCP VAL 78464A839 1005 17384 SH SOLE NONE 0 0 17384 SPDR SER TR S&P 400 MDCP GRW 78464A821 976 16177 SH SOLE NONE 0 0 16177 SPDR SER TR PORTFOLIO S&P400 78464A847 11147 289077 SH SOLE NONE 0 0 289077 SPDR SER TR PORT MTG BK ETF 78464A383 596 27806 SH SOLE NONE 0 0 27806 STEEL DYNAMICS INC COM 858119100 255 3598 SH SOLE NONE 0 0 3598 TESLA INC COM 88160R101 434 1635 SH SOLE NONE 0 0 1635 TEXAS INSTRS INC COM 882508104 208 1347 SH SOLE NONE 0 0 1347 ULTA BEAUTY INC COM 90384S303 378 943 SH SOLE NONE 0 0 943 UNION PAC CORP COM 907818108 275 1414 SH SOLE NONE 0 0 1414 UNITEDHEALTH GROUP INC COM 91324P102 1600 3168 SH SOLE NONE 0 0 3168 UNUM GROUP COM 91529Y106 318 8203 SH SOLE NONE 0 0 8203 VANGUARD INDEX FDS TOTAL STK MKT 922908769 990 5517 SH SOLE NONE 0 0 5517 VANGUARD INDEX FDS MID CAP ETF 922908629 1016 5403 SH SOLE NONE 0 0 5403 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1270 7767 SH SOLE NONE 0 0 7767 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 255 4709 SH SOLE NONE 0 0 4709 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 353 2613 SH SOLE NONE 0 0 2613 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 12714 134003 SH SOLE NONE 0 0 134003 VANGUARD WORLD FD MEGA GRWTH IND 921910816 335 1920 SH SOLE NONE 0 0 1920 VISA INC COM CL A 92826C839 358 2016 SH SOLE NONE 0 0 2016 WINTRUST FINL CORP COM 97650W108 254 3119 SH SOLE NONE 0 0 3119