Fund HoldingsMeasured Wealth Private Client Group, LLC

Total Portfolio Value
$284.66M
Total Bought
$23.44M
Total Sold
$29.24M
Net Transaction
-$5.80M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
41,53547,275+5,7408,65010,6953.76%+2,045
SPDR SER TR
ST STR P500GRW
440,022418,551-21,47132,18833,53911.78%+1,351
NVIDIA CORPORATION(NVDA)3,57636,637+33,0613,2314,5261.59%+1,295
SPDR GOLD TR(GLD)45,19048,696+3,5069,29610,4703.68%+1,174
APPLE INC(AAPL)023,328+23,32804,9131.73%+4,913
INNOVATIVE INDL PPTYS INC(IIPR)07,603+7,60308300.29%+830
JANUS HENDERSON GROUP PLC023,738+23,73808000.28%+800
DELL TECHNOLOGIES INC(DELL)05,673+5,67307820.27%+782
SELECT SECTOR SPDR TR
ST STR UTIL ETF
16,23725,229+8,9921,0661,7190.60%+653
GAP INC(GAP)026,127+26,12706240.22%+624
MURPHY USA INC(MUSA)0997+99704680.16%+468
NETAPP INC(NTAP)03,614+3,61404650.16%+465
INTERACTIVE BROKERS GROUP IN(IBKR)03,718+3,71804560.16%+456
SELECT SECTOR SPDR TR
ST STR INDL ETF
32,35937,019+4,6604,0764,5121.58%+436
ARCH CAP GROUP LTD
ORD
04,259+4,25904300.15%+430
GENERAL MTRS CO(GM)09,125+9,12504240.15%+424
LEIDOS HOLDINGS INC(LDOS)02,883+2,88304210.15%+421
OWENS CORNING NEW(OC)2,7515,058+2,3074598790.31%+420
CELESTICA INC(CLS)07,195+7,19504120.14%+412
RESIDEO TECHNOLOGIES INC(REZI)020,628+20,62804030.14%+403
SELECT SECTOR SPDR TR
ST STR CARE ETF
78,32582,094+3,76911,57111,9654.20%+394
STIFEL FINL CORP(SF)04,365+4,36503670.13%+367
COMMVAULT SYS INC(CVLT)02,922+2,92203550.12%+355
BLOCK H & R INC19,39523,864+4,4699521,2940.45%+342
STRIDE INC(LRN)04,759+4,75903360.12%+336
ITRON INC(ITRI)03,249+3,24903220.11%+322
ORGANON & CO(OGN)015,494+15,49403210.11%+321
KROGER CO(KR)05,992+5,99202990.11%+299
SELECT SECTOR SPDR TR
ST STR MATER ETF
24,83429,375+4,5412,3072,5940.91%+287
FIRST TR EXCHANGE-TRADED FD
WTR ETF
6,1129,056+2,9446249050.32%+281
SELECT SECTOR SPDR TR
ST STR FINL ETF
5,76412,284+6,5202435050.18%+262
BROADCOM INC(AVGO)1,9931,808-1852,6422,9031.02%+261
INVESCO EXCHANGE TRADED FD T
NEXT GEN MEDIA
7,14711,703+4,5563135560.20%+244
BANCOLOMBIA S A07,329+7,32902390.08%+239
TANGER INC(SKT)08,680+8,68002350.08%+235
ISHARES TR028,299+28,29903,0461.07%+3,046
COSTCO WHSL CORP NEW(COST)0261+26102220.08%+222
ALLISON TRANSMISSION HLDGS I(ALSN)06,954+6,95405280.19%+528
SSGA ACTIVE ETF TR
ST STR BL LN ETF
7,78113,035+5,2543285450.19%+217
TEXAS INSTRS INC(TXN)01,087+1,08702110.07%+211
GODADDY INC(GDDY)01,501+1,50102100.07%+210
CHORD ENERGY CORPORATION(CHRD)1,8973,266+1,3693385480.19%+210
TD SYNNEX CORPORATION(SNX)01,788+1,78802060.07%+206
HONEYWELL INTL INC(HON)0964+96402060.07%+206
PRUDENTIAL FINL INC(PFH)01,746+1,74602050.07%+205
L3HARRIS TECHNOLOGIES INC(LHX)0903+90302030.07%+203
RYDER SYS INC(R)5,6867,052+1,3666838740.31%+190
MICROSOFT CORP(MSFT)8,0287,971-573,3773,5631.25%+185
MANULIFE FINL CORP(MFC)41,24845,562+4,3141,0311,2130.43%+182
JPMORGAN CHASE & CO.(JPM)5,3526,138+7861,0721,2410.44%+169
BLUE OWL CAPITAL CORPORATION(OBDC)20,33431,165+10,8313134790.17%+166
SCORPIO TANKERS INC(STNG)11,44412,057+6138199800.34%+161
CENCORA INC2,3633,232+8695747280.26%+154
APPLOVIN CORP(APP)3,0304,356+1,3262103630.13%+153
ELI LILLY & CO(LLY)01,013+1,01309170.32%+917
CANADIAN IMPERIAL BK COMM TO(CM)7,02710,302+3,2753564900.17%+133
COCA COLA CONS INC(COKE)0365+36503960.14%+396
AERCAP HOLDINGS NV(AER)3,9404,988+1,0483424650.16%+122
FIRST BANCORP P R(FBP)29,49134,850+5,3595176370.22%+120
CATERPILLAR INC(CAT)2,1052,675+5707718910.31%+120
REINSURANCE GRP OF AMERICA I(RGA)4,2834,557+2748269350.33%+109
CNA FINL CORP(CNA)10,82613,027+2,2014926000.21%+108
ALPHABET INC(GOOG)03,524+3,52406420.23%+642
APPLIED MATLS INC1,7531,979+2263624670.16%+106
MATSON INC(MATX)02,767+2,76703620.13%+362
VIATRIS INC(VTRS)57,38073,678+16,2986857830.28%+98
WEATHERFORD INTL PLC(WFRD)4,0224,428+4064645420.19%+78
NORTHEAST BK LEWISTON ME
COM
014,104+14,10408580.30%+858
OSHKOSH CORP(OSK)3,1554,331+1,1763934690.16%+75
ALPHABET INC(GOOG)02,401+2,40104400.15%+440
ENACT HLDGS INC24,59127,376+2,7857678390.29%+73
VANGUARD INDEX FDS7,1037,098-51,7031,7720.62%+69
MCKESSON CORP(MCK)548613+652943580.13%+64
FLEX LTD(FLEX)13,14514,903+1,7583764390.15%+63
OTTER TAIL CORP(OTTR)03,757+3,75703290.12%+329
AMPHENOL CORP NEW05,998+5,99804040.14%+404
BRINKS CO(BCO)2,2602,593+3332092660.09%+57
VANGUARD WORLD FD1,8371,83705275770.20%+51
ANALOG DEVICES INC(ADI)01,607+1,60703670.13%+367
NEXTERA ENERGY INC(NEE)06,341+6,34104490.16%+449
AXIS CAP HLDGS LTD
SHS
4,5194,791+2722943380.12%+45
ARES CAPITAL CORP(ARCC)32,30934,254+1,9456737140.25%+41
RADIAN GROUP INC(RDN)20,84823,597+2,7496987340.26%+36
AMGEN INC(AMGN)01,215+1,21503800.13%+380
MORGAN STANLEY(MS)03,874+3,87403760.13%+376
CAMBRIA ETF TR32,42332,513+901,0871,1190.39%+31
ISHARES TR1,1171,11703764070.14%+31
ESSENT GROUP LTD(ESNT)12,89514,200+1,3057677980.28%+31
AMAZON COM INC(AMZN)2,5142,503-114534840.17%+30
OLD REP INTL CORP(ORI)08,989+8,98902780.10%+278
MOTOROLA SOLUTIONS INC(MSI)1,4901,424-665295500.19%+21
MUELLER INDS INC(MLI)10,99110,752-2395936120.22%+19
VANGUARD INDEX FDS0881+88104410.15%+441
META PLATFORMS INC(META)437451+142122280.08%+15
AFLAC INC(AFL)04,402+4,40203930.14%+393
RTX CORPORATION(RTX)03,386+3,38603400.12%+340
IRON MTN INC DEL(IRM)11,60810,521-1,0879319430.33%+12
ISHARES TR07,451+7,45102350.08%+235
COCA COLA CO(KO)3,3363,33602042120.07%+8
CANADIAN NAT RES LTD(CNQ)4,4449,754+5,3103393470.12%+8
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