1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Measured Wealth Private Client Group, LLC Buys SPDR Series Trust Portfolio S&P 500 Growth, First Trust DJ Global Select Dividend, iShares 7-10 Year Treasury Bond ETF, Sells SPDR S&P 500, iShares 20+ Year Treasury Bond ETF, SPDR Bloomberg Barclays High Yie

Investment company Measured Wealth Private Client Group, LLC (Current Portfolio) buys SPDR Series Trust Portfolio S&P 500 Growth, First Trust DJ Global Select Dividend, iShares 7-10 Year Treasury Bond ETF, SPDR Portfolio Aggregate Bond, iShares Agency Bond, sells SPDR S&P 500, iShares 20+ Year Treasury Bond ETF, SPDR Bloomberg Barclays High Yield Bond, AT&T Inc, Medpace Holdings Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Measured Wealth Private Client Group, LLC. As of 2019Q2, Measured Wealth Private Client Group, LLC owns 194 stocks with a total value of $168 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/portfolioportfolio

These are the top 5 holdings of Measured Wealth Private Client Group, LLC
  1. iShares Core S&P 500 (IVV) - 49,360 shares, 8.66% of the total portfolio. Shares reduced by 5.48%
  2. Vanguard High Dividend Yield (VYM) - 157,980 shares, 8.22% of the total portfolio. Shares added by 1.58%
  3. iShares S&P 100 (OEF) - 72,366 shares, 5.58% of the total portfolio. Shares reduced by 5.1%
  4. Vanguard Total Bond Market ETF (BND) - 108,606 shares, 5.37% of the total portfolio. Shares reduced by 5.78%
  5. Vanguard Intermediate-Term Bond (BIV) - 78,793 shares, 4.06% of the total portfolio. Shares reduced by 11.37%
New Purchase: SPDR Series Trust Portfolio S&P 500 Growth (SPYG)

Measured Wealth Private Client Group, LLC initiated holding in SPDR Series Trust Portfolio S&P 500 Growth. The purchase prices were between $36.22 and $39.25, with an estimated average price of $37.98. The stock is now traded at around $39.97. The impact to a portfolio due to this purchase was 1.97%. The holding were 85,278 shares as of .

New Purchase: First Trust DJ Global Select Dividend (FGD)

Measured Wealth Private Client Group, LLC initiated holding in First Trust DJ Global Select Dividend. The purchase prices were between $22.05 and $23.7, with an estimated average price of $22.86. The stock is now traded at around $23.03. The impact to a portfolio due to this purchase was 0.77%. The holding were 56,157 shares as of .

New Purchase: SPDR Wells Fargo Preferred Stock (PSK)

Measured Wealth Private Client Group, LLC initiated holding in SPDR Wells Fargo Preferred Stock. The purchase prices were between $42.54 and $43.35, with an estimated average price of $42.86. The stock is now traded at around $43.77. The impact to a portfolio due to this purchase was 0.6%. The holding were 23,367 shares as of .

New Purchase: Cornerstone Strategic Value Fund Inc (CLM)

Measured Wealth Private Client Group, LLC initiated holding in Cornerstone Strategic Value Fund Inc. The purchase prices were between $11.18 and $12.45, with an estimated average price of $11.95. The stock is now traded at around $11.97. The impact to a portfolio due to this purchase was 0.52%. The holding were 75,055 shares as of .

New Purchase: Invesco S&P 500 Low Volatility (SPLV)

Measured Wealth Private Client Group, LLC initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $52.28 and $56.09, with an estimated average price of $53.76. The stock is now traded at around $55.97. The impact to a portfolio due to this purchase was 0.46%. The holding were 14,164 shares as of .

New Purchase: Iron Mountain Inc (IRM)

Measured Wealth Private Client Group, LLC initiated holding in Iron Mountain Inc. The purchase prices were between $30.46 and $36.57, with an estimated average price of $32.8. The stock is now traded at around $29.91. The impact to a portfolio due to this purchase was 0.46%. The holding were 24,506 shares as of .

Added: iShares 7-10 Year Treasury Bond ETF (IEF)

Measured Wealth Private Client Group, LLC added to a holding in iShares 7-10 Year Treasury Bond ETF by 64.31%. The purchase prices were between $104.45 and $109.9, with an estimated average price of $106.78. The stock is now traded at around $109.44. The impact to a portfolio due to this purchase was 0.67%. The holding were 25,886 shares as of .

Added: SPDR Portfolio Aggregate Bond (SPAB)

Measured Wealth Private Client Group, LLC added to a holding in SPDR Portfolio Aggregate Bond by 56.42%. The purchase prices were between $28.3 and $29.17, with an estimated average price of $28.62. The stock is now traded at around $29.11. The impact to a portfolio due to this purchase was 0.62%. The holding were 98,755 shares as of .

Added: iShares Agency Bond (AGZ)

Measured Wealth Private Client Group, LLC added to a holding in iShares Agency Bond by 434.88%. The purchase prices were between $112.07 and $115.05, with an estimated average price of $113.37. The stock is now traded at around $114.87. The impact to a portfolio due to this purchase was 0.61%. The holding were 10,917 shares as of .

Added: SPDR Portfolio Intermediate Term Corporate Bond (SPIB)

Measured Wealth Private Client Group, LLC added to a holding in SPDR Portfolio Intermediate Term Corporate Bond by 438.35%. The purchase prices were between $33.99 and $34.93, with an estimated average price of $34.29. The stock is now traded at around $34.88. The impact to a portfolio due to this purchase was 0.56%. The holding were 33,146 shares as of .

Added: iShares TIPS Bond (TIP)

Measured Wealth Private Client Group, LLC added to a holding in iShares TIPS Bond by 139.71%. The purchase prices were between $112.34 and $115.84, with an estimated average price of $113.7. The stock is now traded at around $114.99. The impact to a portfolio due to this purchase was 0.54%. The holding were 13,342 shares as of .

Added: Apple Inc (AAPL)

Measured Wealth Private Client Group, LLC added to a holding in Apple Inc by 26.26%. The purchase prices were between $173.3 and $211.75, with an estimated average price of $194.79. The stock is now traded at around $207.74. The impact to a portfolio due to this purchase was 0.2%. The holding were 9,300 shares as of .

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

Measured Wealth Private Client Group, LLC sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $122.21 and $132.9, with an estimated average price of $126.95.

Sold Out: SPDR Bloomberg Barclays High Yield Bond (JNK)

Measured Wealth Private Client Group, LLC sold out a holding in SPDR Bloomberg Barclays High Yield Bond. The sale prices were between $105.16 and $108.96, with an estimated average price of $106.88.

Sold Out: Medpace Holdings Inc (MEDP)

Measured Wealth Private Client Group, LLC sold out a holding in Medpace Holdings Inc. The sale prices were between $53.64 and $65.42, with an estimated average price of $57.55.

Sold Out: ProShares UltraShort QQQ (QID)

Measured Wealth Private Client Group, LLC sold out a holding in ProShares UltraShort QQQ. The sale prices were between $30.52 and $38.25, with an estimated average price of $32.83.

Sold Out: SPDR Select Sector Fund - Utilities (XLU)

Measured Wealth Private Client Group, LLC sold out a holding in SPDR Select Sector Fund - Utilities. The sale prices were between $56.94 and $61.24, with an estimated average price of $58.73.

Sold Out: General Mills Inc (GIS)

Measured Wealth Private Client Group, LLC sold out a holding in General Mills Inc. The sale prices were between $48.25 and $54.02, with an estimated average price of $51.69.



Here is the complete portfolio of Measured Wealth Private Client Group, LLC. Also check out:

1. Measured Wealth Private Client Group, LLC's Undervalued Stocks
2. Measured Wealth Private Client Group, LLC's Top Growth Companies, and
3. Measured Wealth Private Client Group, LLC's High Yield stocks
4. Stocks that Measured Wealth Private Client Group, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK