Fund HoldingsMeasured Wealth Private Client Group, LLC

Total Portfolio Value
$248.66M
Total Bought
$10.19M
Total Sold
$21.98M
Net Transaction
-$11.79M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VANGUARD INDEX FDS01,635+1,63506420.26%+642
SELECT SECTOR SPDR TR
ST STR ENERG ETF
5,96210,192+4,2304849210.37%+437
INVESCO DB COMMDY INDX TRCK(DBC)20,64831,919+11,2714697970.32%+328
WEATHERFORD INTL PLC(WFRD)03,284+3,28402970.12%+297
WORTHINGTON INDS INC(WOR)04,740+4,74002930.12%+293
CUMMINS INC(CMI)01,202+1,20202750.11%+275
SANMINA CORPORATION(SANM)05,006+5,00602720.11%+272
CORE & MAIN INC(CNM)09,198+9,19802650.11%+265
RYDER SYS INC(R)02,268+2,26802430.10%+243
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,387+2,38702420.10%+242
ALLISON TRANSMISSION HLDGS I(ALSN)08,467+8,46705000.20%+500
DELTA AIR LINES INC DEL(DAL)06,447+6,44702390.10%+239
CHORD ENERGY CORPORATION(CHRD)01,471+1,47102380.10%+238
CISCO SYS INC(CSCO)13,59417,458+3,8647039390.38%+235
AXCELIS TECHNOLOGIES INC01,415+1,41502310.09%+231
BLACKSTONE INC(BX)02,103+2,10302250.09%+225
RLI CORP(RLI)01,598+1,59802170.09%+217
UNITED AIRLS HLDGS INC(UAL)05,100+5,10002160.09%+216
TEREX CORP NEW(TEX)03,680+3,68002120.09%+212
ESSENT GROUP LTD(ESNT)010,849+10,84905130.21%+513
ISHARES SILVER TR(SLV)024,916+24,91605070.20%+507
JABIL INC(JBL)10,14710,082-651,0951,2790.51%+184
BELDEN INC6,5238,210+1,6876247930.32%+169
OLD REP INTL CORP(ORI)27,12831,165+4,0376838400.34%+157
SELECT SECTOR SPDR TR
ST STR SVC ETF
16,68418,734+2,0501,0861,2280.49%+143
BARCLAYS BANK PLC(DJP)37,75339,908+2,1551,1541,2830.52%+129
VALERO ENERGY CORP(VLO)5,5745,499-756547790.31%+125
PLAYTIKA HLDG CORP(PLTK)027,878+27,87802680.11%+268
AGCO CORP02,760+2,76003260.13%+326
ELI LILLY & CO(LLY)1,5721,57207378440.34%+107
REINSURANCE GRP OF AMERICA I(RGA)3,5984,170+5724996050.24%+106
FIRST TR NAS100 EQ WEIGHTED10,30311,562+1,2591,1011,2020.48%+101
MANULIFE FINL CORP(MFC)37,05643,336+6,2807017920.32%+91
APPLIED INDL TECHNOLOGIES IN(AIT)4,4004,707+3076377280.29%+90
FS KKR CAP CORP(FSK)28,80432,596+3,7925526420.26%+89
UNUM GROUP(UNM)14,41515,791+1,3766887770.31%+89
SCORPIO TANKERS INC(STNG)11,55811,700+1425466330.25%+87
SSGA ACTIVE ETF TR
ST STR BL LN ETF
010,502+10,50204400.18%+440
GILEAD SCIENCES INC(GILD)12,45313,931+1,4789601,0440.42%+84
MGIC INVT CORP WIS(MTG)53,70555,717+2,0128489300.37%+82
MSC INDL DIRECT INC(MSM)04,664+4,66404580.18%+458
ARES CAPITAL CORP(ARCC)25,74628,494+2,7484845550.22%+71
ARTISAN PARTNERS ASSET MGMT(APAM)18,94621,718+2,7727458130.33%+68
COMCAST CORP NEW(CCZ)08,779+8,77903890.16%+389
PHILLIPS 66(PSX)02,395+2,39502880.12%+288
ENACT HLDGS INC22,28422,606+3225606160.25%+56
CAMBRIA ETF TR29,98931,016+1,0278358900.36%+55
GAMING & LEISURE PPTYS INC(GLPI)010,055+10,05504580.18%+458
CATERPILLAR INC(CAT)01,120+1,12003060.12%+306
POST HLDGS INC(POST)03,443+3,44302950.12%+295
EXXON MOBIL CORP9,4889,066-4221,0181,0660.43%+48
ZEVRA THERAPEUTICS INC010,000+10,0000480.02%+48
BOISE CASCADE CO DEL(BCC)03,195+3,19503290.13%+329
AMGEN INC(AMGN)01,177+1,17703160.13%+316
RADIAN GROUP INC(RDN)17,69519,534+1,8394474900.20%+43
AUTOMATIC DATA PROCESSING IN01,696+1,69604080.16%+408
NORTHEAST BK LEWISTON ME
COM
14,10414,10405886220.25%+34
CANADIAN NAT RES LTD(CNQ)03,749+3,74902420.10%+242
STEEL DYNAMICS INC(STLD)6,3696,742+3736947230.29%+29
SPDR SER TR
ST STR BACKE ETF
25,56928,122+2,5535605850.24%+25
IRON MTN INC DEL(IRM)11,87511,608-2676756900.28%+15
SELECT SECTOR SPDR TR
ST STR CARE ETF
73,99476,385+2,3919,8219,8343.95%+13
THE CIGNA GROUP(CI)01,595+1,59504560.18%+456
PENSKE AUTOMOTIVE GRP INC(PAG)5,4345,476+429059150.37%+9
ALPHABET INC(GOOG)03,050+3,05004020.16%+402
ON SEMICONDUCTOR CORP(ON)5,7155,894+1795415480.22%+7
CITIUS PHARMACEUTICALS INC010,000+10,000070.00%+7
UFP INDUSTRIES INC(UFPI)04,196+4,19604300.17%+430
BROOKLINE BANCORP INC DEL014,981+14,98101360.05%+136
MERITAGE HOMES CORP(MTH)02,637+2,63703230.13%+323
ACCENTURE PLC IRELAND
SHS CLASS A
1,5961,616+204924960.20%+4
OWENS CORNING NEW(OC)03,224+3,22404400.18%+440
GENERAL DYNAMICS CORP(GD)0919+91902030.08%+203
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
02,715+2,71502440.10%+244
TESLA INC(TSLA)2,0552,155+1005385390.22%+1
JPMORGAN CHASE & CO(JPM)03,029+3,02904390.18%+439
CENCORA INC02,158+2,15803880.16%+388
AFLAC INC(AFL)04,402+4,40203380.14%+338
UNITEDHEALTH GROUP INC(UNH)2,6732,544-1291,2851,2830.52%-2
BERKSHIRE HATHAWAY INC DEL0852+85202980.12%+298
RELIANCE STEEL & ALUMINUM CO(RS)2,3582,429+716406370.26%-3
ISHARES TR08,732+8,73202630.11%+263
AMPHENOL CORP NEW03,000+3,00002520.10%+252
BECTON DICKINSON & CO(BDX)01,356+1,35603510.14%+351
LINDE PLC(LIN)01,058+1,05803940.16%+394
ISHARES INC9,4899,590+1015225120.21%-10
UNION PAC CORP(UNP)01,328+1,32802700.11%+270
LENNAR CORP(LEN)03,432+3,43203850.15%+385
MORGAN STANLEY(MS)03,579+3,57902920.12%+292
SPDR S&P MIDCAP 400 ETF TR(MDY)0488+48802230.09%+223
VANGUARD SPECIALIZED FUNDS01,824+1,82402830.11%+283
NUCOR CORP(NUE)4,0994,216+1176726590.27%-13
AVNET INC14,41614,817+4017277140.29%-13
MONDELEZ INTL INC(MDLZ)03,461+3,46102400.10%+240
ISHARES TR02,004+2,00402160.09%+216
CARDINAL HEALTH INC(CAH)7,1347,606+4726756600.27%-14
ATKORE INC4,4794,585+1066986840.28%-14
MUELLER INDS INC(MLI)05,226+5,22603930.16%+393
VISHAY INTERTECHNOLOGY INC(VSH)011,117+11,11702750.11%+275
SPDR SER TR
ST STR SP600GRWO
9,1379,348+2117036850.28%-18
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