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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,120 | $740.0K | 0.3% | – | – | – |
| UNPUnion Pacific Corp | Stock | 3,384 | $746.0K | 0.3% | – | – | History |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 34,855 | $758.0K | 0.3% | – | – | – |
| CMCSAComcast Corp | Stock | 14,058 | $761.0K | 0.3% | – | – | History |
| INTCIntel Corp | Stock | 12,157 | $778.0K | 0.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 5,140 | $782.0K | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 2,609 | $796.0K | 0.3% | – | – | History |
| TXNTexas Instruments Inc | Stock | 4,315 | $815.0K | 0.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 267 | $826.0K | 0.3% | – | – | History |
| NEENextera Energy Inc | Stock | 11,212 | $848.0K | 0.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 2,997 | $883.0K | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 11,521 | $888.0K | 0.3% | – | – | History |
| MCDMcDonalds Corp | Stock | 3,973 | $891.0K | 0.3% | – | – | History |
| DBLDoubleLine Opportunistic Credit Fund | COM | 45,674 | $902.0K | 0.3% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 2,471 | $919.0K | 0.3% | – | – | History |
| NFLXNetflix Inc | Stock | 1,792 | $935.0K | 0.3% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 21,951 | $1.14M | 0.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 7,138 | $1.17M | 0.4% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,862 | $1.30M | 0.5% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,371 | $1.33M | 0.5% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 15,503 | $1.33M | 0.5% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 10,651 | $1.42M | 0.5% | – | – | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 32,272 | $1.48M | 0.5% | – | – | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 117,410 | $1.58M | 0.6% | – | – | History |
| IPInternational Paper Co | COM | 29,844 | $1.61M | 0.6% | – | – | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,004 | $1.67M | 0.6% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 21,293 | $1.75M | 0.6% | – | – | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 40,928 | $1.77M | 0.6% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,088 | $1.95M | 0.7% | – | – | History |
| iShares Inc464286533 | MSCI EMERG MRKT | 30,820 | $1.95M | 0.7% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 15,526 | $1.95M | 0.7% | – | – | – |
| IRMIron Mountain Inc | COM | 52,997 | $1.96M | 0.7% | – | – | History |
| BENFranklin Templeton Inc | COM | 66,869 | $1.98M | 0.7% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 37,108 | $2.04M | 0.7% | – | – | History |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 28,948 | $2.17M | 0.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,732 | $2.22M | 0.8% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 40,175 | $2.24M | 0.8% | – | – | History |
| CFGCitizens Financial Group Inc | COM | 51,338 | $2.27M | 0.8% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,849 | $2.32M | 0.8% | – | – | History |
| MSFTMicrosoft Corp | Stock | 10,135 | $2.39M | 0.8% | – | – | History |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 22,872 | $2.49M | 0.9% | – | – | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 44,535 | $2.91M | 1.0% | – | – | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 76,312 | $3.31M | 1.2% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 19,726 | $3.55M | 1.3% | – | – | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 160,436 | $4.16M | 1.5% | – | – | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 169,351 | $4.26M | 1.5% | – | – | – |
| TSLATesla, Inc. | Stock | 6,469 | $4.32M | 1.5% | – | – | History |
| AAPLApple Inc. | Stock | 37,212 | $4.54M | 1.6% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 42,455 | $4.74M | 1.7% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 109,453 | $5.28M | 1.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 14,901 | $5.93M | 2.1% | – | – | – |
| PLUGPlug Power Inc | Stock | 201,250 | $7.21M | 2.6% | – | – | History |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 396,373 | $7.99M | 2.8% | – | – | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 341,886 | $8.09M | 2.9% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 197,571 | $20.0M | 7.1% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 643,554 | $29.4M | 10.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 553,534 | $31.2M | 11.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 1,111,461 | $42.1M | 14.9% | – | – | – |