Measured Wealth Private Client Group, LLC Buys Vanguard Intermediate-Term Bond, Vanguard Total Bond Market ETF, Vanguard Intermediate-Term Corporate Bond ETF, Sells Consolidated Edison Inc, SPDR Select Sector Fund - Technology, United States Oil Fund

Investment company Measured Wealth Private Client Group, LLC buys Vanguard Intermediate-Term Bond, Vanguard Total Bond Market ETF, Vanguard Intermediate-Term Corporate Bond ETF, Vanguard FTSE All World Ex US, Microsoft Corp, Cisco Systems Inc, JPMorgan Chase, Intel Corp, Apple Inc, Lowe's Inc, sells Consolidated Edison Inc, SPDR Select Sector Fund - Technology, United States Oil Fund, iShares TIPS Bond, Vanguard Mega Cap Growth during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Measured Wealth Private Client Group, LLC. As of 2018-06-30, Measured Wealth Private Client Group, LLC owns 138 stocks with a total value of $123 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 http://www.gurufocus.com/StockBuy.php?GuruName=Measured+Wealth+Private+Client+Group%2C+LLC

These are the top 5 holdings of Measured Wealth Private Client Group, LLC
  1. iShares Core S&P 500 (IVV) - 46,444 shares, 10.33% of the total portfolio. Shares added by 10.57%
  2. Vanguard High Dividend Yield (VYM) - 136,703 shares, 9.25% of the total portfolio. Shares added by 16.66%
  3. Vanguard Total Bond Market ETF (BND) - 103,104 shares, 6.65% of the total portfolio. Shares added by 25.66%
  4. iShares S&P 100 (OEF) - 66,712 shares, 6.5% of the total portfolio. Shares added by 18.83%
  5. Vanguard Intermediate-Term Bond (BIV) - 81,759 shares, 5.39% of the total portfolio. Shares added by 61.48%
New Purchase: Vanguard FTSE All World Ex US (VEU)

Measured Wealth Private Client Group, LLC initiated holding in Vanguard FTSE All World Ex US. The purchase prices were between $51.14 and $55.49, with an estimated average price of $54.2. The stock is now traded at around $50.90. The impact to a portfolio due to this purchase was 0.96%. The holding were 22,738 shares as of 2018-06-30.

New Purchase: Cisco Systems Inc (CSCO)

Measured Wealth Private Client Group, LLC initiated holding in Cisco Systems Inc. The purchase prices were between $40.73 and $46.3, with an estimated average price of $43.71. The stock is now traded at around $45.16. The impact to a portfolio due to this purchase was 0.79%. The holding were 22,658 shares as of 2018-06-30.

New Purchase: JPMorgan Chase & Co (JPM)

Measured Wealth Private Client Group, LLC initiated holding in JPMorgan Chase & Co. The purchase prices were between $103.24 and $114.29, with an estimated average price of $109.74. The stock is now traded at around $114.77. The impact to a portfolio due to this purchase was 0.7%. The holding were 8,280 shares as of 2018-06-30.

New Purchase: Intel Corp (INTC)

Measured Wealth Private Client Group, LLC initiated holding in Intel Corp. The purchase prices were between $48.76 and $57.08, with an estimated average price of $53.07. The stock is now traded at around $47.17. The impact to a portfolio due to this purchase was 0.69%. The holding were 17,058 shares as of 2018-06-30.

New Purchase: Lowe's Companies Inc (LOW)

Measured Wealth Private Client Group, LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $81.48 and $100.5, with an estimated average price of $90.44. The stock is now traded at around $97.68. The impact to a portfolio due to this purchase was 0.56%. The holding were 7,139 shares as of 2018-06-30.

New Purchase: SPDR Portfolio Aggregate Bond (SPAB)

Measured Wealth Private Client Group, LLC initiated holding in SPDR Portfolio Aggregate Bond. The purchase prices were between $27.57 and $28.11, with an estimated average price of $27.84. The stock is now traded at around $27.90. The impact to a portfolio due to this purchase was 0.5%. The holding were 22,184 shares as of 2018-06-30.

Added: Vanguard Intermediate-Term Bond (BIV)

Measured Wealth Private Client Group, LLC added to a holding in Vanguard Intermediate-Term Bond by 61.48%. The purchase prices were between $79.95 and $81.64, with an estimated average price of $80.78. The stock is now traded at around $81.19. The impact to a portfolio due to this purchase was 2.05%. The holding were 81,759 shares as of 2018-06-30.

Added: Vanguard Total Bond Market ETF (BND)

Measured Wealth Private Client Group, LLC added to a holding in Vanguard Total Bond Market ETF by 25.66%. The purchase prices were between $78.33 and $79.8, with an estimated average price of $79.06. The stock is now traded at around $79.27. The impact to a portfolio due to this purchase was 1.36%. The holding were 103,104 shares as of 2018-06-30.

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Measured Wealth Private Client Group, LLC added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 57.89%. The purchase prices were between $82.84 and $84.66, with an estimated average price of $83.64. The stock is now traded at around $84.11. The impact to a portfolio due to this purchase was 1.12%. The holding were 44,961 shares as of 2018-06-30.

Added: Microsoft Corp (MSFT)

Measured Wealth Private Client Group, LLC added to a holding in Microsoft Corp by 611.54%. The purchase prices were between $88.52 and $102.49, with an estimated average price of $96.89. The stock is now traded at around $107.64. The impact to a portfolio due to this purchase was 0.89%. The holding were 13,014 shares as of 2018-06-30.

Added: Apple Inc (AAPL)

Measured Wealth Private Client Group, LLC added to a holding in Apple Inc by 147.07%. The purchase prices were between $162.32 and $193.98, with an estimated average price of $181.31. The stock is now traded at around $213.32. The impact to a portfolio due to this purchase was 0.6%. The holding were 7,264 shares as of 2018-06-30.

Added: Exxon Mobil Corp (XOM)

Measured Wealth Private Client Group, LLC added to a holding in Exxon Mobil Corp by 206.48%. The purchase prices were between $73.22 and $83.6, with an estimated average price of $79.65. The stock is now traded at around $78.00. The impact to a portfolio due to this purchase was 0.55%. The holding were 12,198 shares as of 2018-06-30.

Sold Out: SPDR Select Sector Fund - Technology (XLK)

Measured Wealth Private Client Group, LLC sold out a holding in SPDR Select Sector Fund - Technology. The sale prices were between $63.86 and $72.38, with an estimated average price of $68.63.

Sold Out: United States Oil Fund (USO)

Measured Wealth Private Client Group, LLC sold out a holding in United States Oil Fund. The sale prices were between $12.51 and $15.06, with an estimated average price of $13.72.

Sold Out: Vanguard Intermediate-Term Treasury ETF (VGIT)

Measured Wealth Private Client Group, LLC sold out a holding in Vanguard Intermediate-Term Treasury ETF. The sale prices were between $61.81 and $62.95, with an estimated average price of $62.4.

Sold Out: Doubleline Opportunistic Credit Fund (DBL)

Measured Wealth Private Client Group, LLC sold out a holding in Doubleline Opportunistic Credit Fund. The sale prices were between $20.55 and $21.67, with an estimated average price of $21.02.

Sold Out: iShares 3-7 Year Treasury Bond ETF (IEI)

Measured Wealth Private Client Group, LLC sold out a holding in iShares 3-7 Year Treasury Bond ETF. The sale prices were between $118.68 and $120.57, with an estimated average price of $119.62.

Reduced: Consolidated Edison Inc (ED)

Measured Wealth Private Client Group, LLC reduced to a holding in Consolidated Edison Inc by 59.35%. The sale prices were between $71.39 and $80.43, with an estimated average price of $76.4. The stock is now traded at around $80.71. The impact to a portfolio due to this sale was -0.72%. Measured Wealth Private Client Group, LLC still held 4,482 shares as of 2018-06-30.

Reduced: iShares TIPS Bond (TIP)

Measured Wealth Private Client Group, LLC reduced to a holding in iShares TIPS Bond by 37.6%. The sale prices were between $111.06 and $113.18, with an estimated average price of $112.23. The stock is now traded at around $111.87. The impact to a portfolio due to this sale was -0.49%. Measured Wealth Private Client Group, LLC still held 5,257 shares as of 2018-06-30.

Reduced: Vanguard Mega Cap Growth (MGK)

Measured Wealth Private Client Group, LLC reduced to a holding in Vanguard Mega Cap Growth by 31.06%. The sale prices were between $109.46 and $122.53, with an estimated average price of $116.73. The stock is now traded at around $123.95. The impact to a portfolio due to this sale was -0.47%. Measured Wealth Private Client Group, LLC still held 7,250 shares as of 2018-06-30.

Reduced: Duke Energy Corp (DUK)

Measured Wealth Private Client Group, LLC reduced to a holding in Duke Energy Corp by 49.04%. The sale prices were between $72.12 and $80.5, with an estimated average price of $76.91. The stock is now traded at around $81.79. The impact to a portfolio due to this sale was -0.3%. Measured Wealth Private Client Group, LLC still held 2,705 shares as of 2018-06-30.

Reduced: Vanguard Div Appreciation (VIG)

Measured Wealth Private Client Group, LLC reduced to a holding in Vanguard Div Appreciation by 32.09%. The sale prices were between $98.53 and $104.85, with an estimated average price of $101.94. The stock is now traded at around $107.46. The impact to a portfolio due to this sale was -0.24%. Measured Wealth Private Client Group, LLC still held 3,949 shares as of 2018-06-30.



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