Measured Wealth Private Client Group, LLC Buys Intercontinental Exchange Inc, Franklin Resources Inc, SSgA SPDR Wells Fargo Preferred Stock ETF, Sells iClick Interactive Asia Group, Stanley Black & Decker Inc, Greif Inc

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Investment company Measured Wealth Private Client Group, LLC (Current Portfolio) buys Intercontinental Exchange Inc, Franklin Resources Inc, SSgA SPDR Wells Fargo Preferred Stock ETF, SPDR Bloomberg Barclays High Yield Bond ETF, Atkore International Group Inc, sells iClick Interactive Asia Group, Stanley Black & Decker Inc, Greif Inc, Microsoft Corp, Invesco S&P 500 Low Volatility ETF during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Measured Wealth Private Client Group, LLC. As of 2020Q4, Measured Wealth Private Client Group, LLC owns 131 stocks with a total value of $238 million. These are the details of the buys and sells.

For the details of Measured Wealth Private Client Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/measured+wealth+private+client+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Measured Wealth Private Client Group, LLC
  1. SPDR Portfolio S&P 500 Value ETF (SPYV) - 1,057,816 shares, 15.28% of the total portfolio. Shares added by 4.37%
  2. SPDR Portfolio S&P 500 Growth ETF (SPYG) - 545,433 shares, 12.66% of the total portfolio. Shares reduced by 1.23%
  3. SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) - 651,521 shares, 11.05% of the total portfolio. Shares added by 0.62%
  4. Vanguard High Dividend Yield Indx ETF (VYM) - 197,180 shares, 7.58% of the total portfolio. Shares added by 0.65%
  5. First Trust Preferred Securities and Income ETF (FPE) - 375,036 shares, 3.18% of the total portfolio. Shares added by 3.31%
New Purchase: Intercontinental Exchange Inc (ICE)

Measured Wealth Private Client Group, LLC initiated holding in Intercontinental Exchange Inc. The purchase prices were between $93.77 and $115.29, with an estimated average price of $103.95. The stock is now traded at around $114.230000. The impact to a portfolio due to this purchase was 2.06%. The holding were 42,455 shares as of 2020-12-31.

New Purchase: Franklin Resources Inc (BEN)

Measured Wealth Private Client Group, LLC initiated holding in Franklin Resources Inc. The purchase prices were between $18.64 and $25.16, with an estimated average price of $22.4. The stock is now traded at around $26.940000. The impact to a portfolio due to this purchase was 0.71%. The holding were 67,726 shares as of 2020-12-31.

New Purchase: Atkore International Group Inc (ATKR)

Measured Wealth Private Client Group, LLC initiated holding in Atkore International Group Inc. The purchase prices were between $20.69 and $44.42, with an estimated average price of $31.95. The stock is now traded at around $49.900000. The impact to a portfolio due to this purchase was 0.18%. The holding were 10,136 shares as of 2020-12-31.

New Purchase: Hillenbrand Inc (HI)

Measured Wealth Private Client Group, LLC initiated holding in Hillenbrand Inc. The purchase prices were between $28.95 and $39.8, with an estimated average price of $34.75. The stock is now traded at around $43.840000. The impact to a portfolio due to this purchase was 0.16%. The holding were 9,822 shares as of 2020-12-31.

New Purchase: Harley-Davidson Inc (HOG)

Measured Wealth Private Client Group, LLC initiated holding in Harley-Davidson Inc. The purchase prices were between $25.81 and $41.43, with an estimated average price of $34.59. The stock is now traded at around $42.775000. The impact to a portfolio due to this purchase was 0.13%. The holding were 8,676 shares as of 2020-12-31.

New Purchase: AbbVie Inc (ABBV)

Measured Wealth Private Client Group, LLC initiated holding in AbbVie Inc. The purchase prices were between $80.49 and $108.67, with an estimated average price of $96.47. The stock is now traded at around $112.840000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,393 shares as of 2020-12-31.

Added: SSgA SPDR Wells Fargo Preferred Stock ETF (PSK)

Measured Wealth Private Client Group, LLC added to a holding in SSgA SPDR Wells Fargo Preferred Stock ETF by 20.63%. The purchase prices were between $43.06 and $44.41, with an estimated average price of $43.85. The stock is now traded at around $43.740000. The impact to a portfolio due to this purchase was 0.23%. The holding were 70,833 shares as of 2020-12-31.

Added: SPDR Bloomberg Barclays High Yield Bond ETF (JNK)

Measured Wealth Private Client Group, LLC added to a holding in SPDR Bloomberg Barclays High Yield Bond ETF by 20.83%. The purchase prices were between $102.54 and $108.94, with an estimated average price of $105.87. The stock is now traded at around $109.180000. The impact to a portfolio due to this purchase was 0.18%. The holding were 22,228 shares as of 2020-12-31.

Added: Exxon Mobil Corp (XOM)

Measured Wealth Private Client Group, LLC added to a holding in Exxon Mobil Corp by 27.05%. The purchase prices were between $31.57 and $44.01, with an estimated average price of $37.67. The stock is now traded at around $49.190000. The impact to a portfolio due to this purchase was 0.15%. The holding were 40,813 shares as of 2020-12-31.

Added: Walgreens Boots Alliance Inc (WBA)

Measured Wealth Private Client Group, LLC added to a holding in Walgreens Boots Alliance Inc by 30.85%. The purchase prices were between $33.52 and $44.1, with an estimated average price of $38.8. The stock is now traded at around $47.590000. The impact to a portfolio due to this purchase was 0.13%. The holding were 33,386 shares as of 2020-12-31.

Added: International Business Machines Corp (IBM)

Measured Wealth Private Client Group, LLC added to a holding in International Business Machines Corp by 37.38%. The purchase prices were between $106.65 and $131.49, with an estimated average price of $121. The stock is now traded at around $130.435000. The impact to a portfolio due to this purchase was 0.13%. The holding were 9,066 shares as of 2020-12-31.

Added: BNY SPDR S&P MidCap 400 ETF (MDY)

Measured Wealth Private Client Group, LLC added to a holding in BNY SPDR S&P MidCap 400 ETF by 20.14%. The purchase prices were between $345.43 and $421.75, with an estimated average price of $386.61. The stock is now traded at around $447.870000. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,218 shares as of 2020-12-31.

Sold Out: iClick Interactive Asia Group Ltd (ICLK)

Measured Wealth Private Client Group, LLC sold out a holding in iClick Interactive Asia Group Ltd. The sale prices were between $6.67 and $8.73, with an estimated average price of $7.7.

Sold Out: Stanley Black & Decker Inc (SWK)

Measured Wealth Private Client Group, LLC sold out a holding in Stanley Black & Decker Inc. The sale prices were between $162.55 and $190.94, with an estimated average price of $177.73.

Sold Out: Walmart Inc (WMT)

Measured Wealth Private Client Group, LLC sold out a holding in Walmart Inc. The sale prices were between $138.75 and $152.79, with an estimated average price of $145.79.

Sold Out: Philip Morris International Inc (PM)

Measured Wealth Private Client Group, LLC sold out a holding in Philip Morris International Inc. The sale prices were between $70.04 and $86.09, with an estimated average price of $77.96.

Sold Out: Novartis AG (NVS)

Measured Wealth Private Client Group, LLC sold out a holding in Novartis AG. The sale prices were between $78.07 and $94.43, with an estimated average price of $87.43.

Sold Out: 3M Co (MMM)

Measured Wealth Private Client Group, LLC sold out a holding in 3M Co. The sale prices were between $158.48 and $177.12, with an estimated average price of $170.12.



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