Measured Wealth Private Client Group, LLC
- SEC CIK
- 0001720235
- Latest filing
- Aug 10, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 4, 2021. Long positions only.
- Positions
- 158
- No 13F data for Q4 2020
- Portfolio value
- $282.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GDGeneral Dynamics Corp | Stock | 1,100 | $200.0K | 0.1% | – | – | History |
| UNMUnum Group | Stock | 7,211 | $201.0K | 0.1% | – | – | History |
| SOSouthern Co | Stock | 3,230 | $201.0K | 0.1% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 1,176 | $202.0K | 0.1% | – | – | History |
| MGAMagna International Inc | COM | 2,305 | $203.0K | 0.1% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 724 | $204.0K | 0.1% | – | – | History |
| DDominion Energy, Inc | Stock | 2,748 | $209.0K | 0.1% | – | – | History |
| AFLAflac Inc | Stock | 4,168 | $213.0K | 0.1% | – | – | History |
| KRKroger Co | Stock | 5,919 | $213.0K | 0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,143 | $214.0K | 0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,527 | $216.0K | 0.1% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 2,158 | $217.0K | 0.1% | – | – | – |
| CECelanese Corp | Stock | 1,476 | $221.0K | 0.1% | – | – | History |
| HFCHollyFrontier Corp | COM | 6,263 | $224.0K | 0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 3,843 | $225.0K | 0.1% | – | – | History |
| FEFirstenergy Corp | COM | 6,473 | $225.0K | 0.1% | – | – | History |
| BRKLBrookline Bancorp Inc | COM | 14,981 | $225.0K | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 4,297 | $226.0K | 0.1% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,608 | $227.0K | 0.1% | – | – | – |
| MBINMerchants Bancorp | COM | 5,444 | $228.0K | 0.1% | – | – | History |
| PSXPhillips 66 | Stock | 2,868 | $234.0K | 0.1% | – | – | History |
| AYIAcuity Inc. (DE) | Stock | 1,442 | $238.0K | 0.1% | – | – | History |
| GWWW.W. Grainger, Inc. | Stock | 597 | $239.0K | 0.1% | – | – | History |
| ORCLOracle Corp | Stock | 3,419 | $240.0K | 0.1% | – | – | History |
| AONAon plc | CL A | 1,061 | $244.0K | 0.1% | – | – | History |
| TGTTarget Corp | Stock | 1,266 | $251.0K | 0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 2,363 | $258.0K | 0.1% | – | – | History |
| DISWalt Disney Co | Stock | 1,418 | $262.0K | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 1,208 | $262.0K | 0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 3,130 | $264.0K | 0.1% | – | – | – |
| AVYAvery Dennison Corp | COM | 1,452 | $267.0K | 0.1% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 2,919 | $267.0K | 0.1% | – | – | – |
| KHCKraft Heinz Co | Stock | 6,720 | $269.0K | 0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 585 | $271.0K | 0.1% | – | – | History |
| ADIAnalog Devices Inc | Stock | 1,755 | $272.0K | 0.1% | – | – | History |
| MDTMedtronic plc | Stock | 2,327 | $275.0K | 0.1% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 1,500 | $275.0K | 0.1% | – | – | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,384 | $281.0K | 0.1% | – | – | History |
| RTXRTX Corp | Stock | 3,665 | $283.0K | 0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 2,136 | $284.0K | 0.1% | – | – | History |
| PPLPPL Corp | COM | 10,014 | $289.0K | 0.1% | – | – | History |
| BDCBelden Inc. | COM | 6,601 | $293.0K | 0.1% | – | – | History |
| Guggenheim Enhanced Equity I40167B100 | COM | 40,600 | $293.0K | 0.1% | – | – | – |
| JNPRJuniper Networks Inc | COM | 11,590 | $294.0K | 0.1% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 1,338 | $296.0K | 0.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 1,106 | $297.0K | 0.1% | – | – | History |
| LINLinde PLC | SHS | 1,068 | $299.0K | 0.1% | – | – | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,490 | $302.0K | 0.1% | – | – | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 3,811 | $307.0K | 0.1% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 4,089 | $310.0K | 0.1% | – | – | – |
| PCARPaccar Inc | COM | 3,353 | $312.0K | 0.1% | – | – | History |
| CCitigroup Inc | Stock | 4,311 | $314.0K | 0.1% | – | – | History |
| CMICummins Inc | Stock | 1,221 | $316.0K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 1,504 | $318.0K | 0.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,249 | $319.0K | 0.1% | – | – | History |
| BLKBlackRock, Inc. | COM | 424 | $320.0K | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 2,523 | $342.0K | 0.1% | – | – | History |
| TRNTrinity Industries Inc | COM | 12,171 | $347.0K | 0.1% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 1,923 | $362.0K | 0.1% | – | – | History |
| BWABorgwarner Inc | COM | 7,805 | $362.0K | 0.1% | – | – | History |
| CCChemours Co | Stock | 12,990 | $363.0K | 0.1% | – | – | History |
| HIHillenbrand, Inc. | COM | 7,624 | $364.0K | 0.1% | – | – | History |
| GEFGreif, Inc | CL A | 6,414 | $366.0K | 0.1% | – | – | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 6,044 | $367.0K | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 10,179 | $369.0K | 0.1% | – | – | History |
| HOGHarley-Davidson, Inc. | COM | 9,227 | $370.0K | 0.1% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 1,525 | $371.0K | 0.1% | – | – | History |
| Northeast BK Portland Me66405S100 | COM | 14,100 | $372.0K | 0.1% | – | – | – |
| DXCDXC Technology Co | Stock | 11,949 | $374.0K | 0.1% | – | – | History |
| MMM3M Co | Stock | 1,941 | $374.0K | 0.1% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,617 | $385.0K | 0.1% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $386.0K | 0.1% | – | – | History |
| MXIMMaxim Integrated Products Inc | COM | 4,246 | $388.0K | 0.1% | – | – | History |
| ACNAccenture plc | Stock | 1,416 | $391.0K | 0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 189 | $391.0K | 0.1% | – | – | History |
| DOVDOVER Corp | COM | 2,853 | $391.0K | 0.1% | – | – | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,938 | $401.0K | 0.1% | – | – | – |
| HUNHuntsman CORP | COM | 14,047 | $405.0K | 0.1% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 6,791 | $409.0K | 0.1% | – | – | History |
| EMREmerson Electric Co | Stock | 4,542 | $410.0K | 0.1% | – | – | History |
| SNASnap-on Inc | COM | 1,795 | $414.0K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 3,851 | $417.0K | 0.1% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,639 | $422.0K | 0.1% | – | – | – |
| EWBCEast West Bancorp Inc | COM | 6,031 | $445.0K | 0.2% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 7,143 | $451.0K | 0.2% | – | – | History |
| AMGNAmgen Inc | Stock | 1,882 | $468.0K | 0.2% | – | – | History |
| LOWLowes Companies Inc | Stock | 2,466 | $469.0K | 0.2% | – | – | History |
| VZVerizon Communications Inc | Stock | 8,530 | $496.0K | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 12,995 | $503.0K | 0.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 249 | $514.0K | 0.2% | – | – | History |
| NUENucor Corp | COM | 6,458 | $518.0K | 0.2% | – | – | History |
| ATKRAtkore Inc. | COM | 7,205 | $518.0K | 0.2% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 15,749 | $519.0K | 0.2% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 11,258 | $552.0K | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,050 | $561.0K | 0.2% | – | – | History |
| ABTAbbott Laboratories | Stock | 5,315 | $637.0K | 0.2% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,072 | $661.0K | 0.2% | – | – | – |
| SPCEVirgin Galactic Holdings, Inc | COM | 22,060 | $676.0K | 0.2% | – | – | History |
| PEPPepsiCo Inc | Stock | 5,112 | $723.0K | 0.3% | – | – | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 12,487 | $726.0K | 0.3% | – | – | – |