Measured Wealth Private Client Group, LLC Purchases in Q1 2025

Measured Wealth Private Client Group, LLC

  • $309 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
69.5K
New
$94.84 - $105.31 $6.59M - $7.32M
69.5K $6.7M
UPS
United Parcel Service Inc

Industrials
57.5K
+ 51.57%
$109.66 - $136.26 $6.31M - $7.84M
169K $18.6M
GLD
Spdr Gold Trust

ETFs
1.57K
+ 2.42%
$243.19 - $288.14 $381K - $451K
66.2K $19.1M
XLV
Select Sector Spdr Fund Health

ETFs
17.5K
+ 18.08%
$137.61 - $149.68 $2.4M - $2.61M
114K $16.6M
XLF
Financial Sector Spdr

ETFs
55.3K
+ 535.54%
$47.32 - $52.19 $2.61M - $2.88M
65.6K $3.27M
IYR
Ishares Tr

ETFs
28K
+ 145.04%
$89.49 - $98.98 $2.51M - $2.77M
47.3K $4.53M
XLP
Consumer Staples Sector Spdr

ETFs
28.6K
+ 31.88%
N/A
118K $8.98M
XLB
Select Sector Spdr Fd Material

ETFs
19.9K
+ 86.74%
$83.19 - $90.99 $1.66M - $1.81M
42.9K $3.68M
C
Citigroup Inc

Financial Services
14.8K
New
$67.23 - $84.63 $996K - $1.25M
14.8K $1.05M
IP
International Paper CO

Consumer Cyclical
19.4K
New
$49.38 - $60.09 $959K - $1.17M
19.4K $1.04M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.84K
+ 7.65%
$85.29 - $92.57 $413K - $448K
68.1K $6.2M
UGI
Ugi Corp

Utilities
20K
New
$28.0 - $34.16 $561K - $685K
20K $662K
MWA
Mueller Water Products, Inc.

Industrials
25.1K
New
$21.65 - $28.24 $544K - $710K
25.1K $639K
TYL
Tyler Technologies Inc

Technology
1.06K
New
$553.41 - $646.74 $589K - $688K
1.06K $618K
BMY
Bristol Myers Squibb CO

Healthcare
9.1K
+ 81.54%
$53.9 - $63.11 $491K - $574K
20.3K $1.24M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
9.18K
New
$51.39 - $57.43 $472K - $527K
9.18K $509K
HWC
Hancock Whitney Corp

Financial Services
8.98K
New
$49.61 - $61.03 $445K - $548K
8.98K $470K
PLMR
Palomar Holdings, Inc.

Financial Services
3.35K
New
$101.51 - $137.08 $340K - $459K
3.35K $458K
FULT
Fulton Financial Corp

Financial Services
23.5K
New
$17.24 - $21.11 $405K - $496K
23.5K $425K
EXEL
Exelixis, Inc.

Healthcare
11.4K
New
$32.38 - $39.16 $371K - $448K
11.4K $422K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
3.3K
New
$120.07 - $144.17 $396K - $476K
3.3K $409K
TGNA
Tegna Inc

Communication Services
22.2K
New
$16.63 - $18.95 $370K - $422K
22.2K $405K
SNV
Synovus Financial Corp

Financial Services
8.58K
New
$43.7 - $56.87 $375K - $488K
8.58K $400K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.33K
+ 1.6%
$49.78 - $53.19 $415K - $443K
529K $27M
HBAN
Huntington Bancshares Inc

Financial Services
22.5K
New
$14.28 - $17.39 $321K - $392K
22.5K $337K
SANM
Sanmina Corp

Technology
3.41K
New
$73.38 - $90.52 $250K - $309K
3.41K $259K
UNM
Unum Group

Financial Services
2.39K
+ 32.88%
$71.8 - $83.34 $172K - $199K
9.67K $787K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
2.53K
New
$89.88 - $110.11 $227K - $278K
2.53K $254K
UHS
Universal Health Services Inc

Healthcare
1.2K
+ 42.78%
$163.99 - $193.27 $197K - $232K
4.01K $753K
LNC
Lincoln National Corp

Financial Services
6.57K
New
$30.06 - $39.23 $197K - $258K
6.57K $235K
ORI
Old Republic International Corp

Financial Services
4.31K
+ 22.56%
$33.46 - $39.22 $144K - $169K
23.4K $917K
CAC
Camden National Corp

Financial Services
5.29K
New
$40.28 - $46.52 $213K - $246K
5.29K $214K
AJG
Arthur J. Gallagher & Co.

Financial Services
605
New
$275.89 - $345.24 $167K - $209K
605 $208K
TRV
Travelers Companies, Inc.

Financial Services
658
+ 46.21%
$232.43 - $265.13 $153K - $174K
2.08K $550K
ACIW
Aci Worldwide, Inc.

Technology
3.48K
+ 62.28%
$50.38 - $57.35 $176K - $200K
9.08K $496K
HRB
H&R Block Inc

Consumer Cyclical
2.89K
+ 12.89%
$49.96 - $55.97 $144K - $162K
25.3K $1.39M
GD
General Dynamics Corp

Industrials
745
New
$241.94 - $272.58 $180K - $203K
745 $203K
IAG
Iamgold Corp

Basic Materials
17.7K
+ 25.92%
$5.11 - $6.61 $90.3K - $117K
85.9K $536K
DORM
Dorman Products, Inc.

Consumer Cyclical
1.71K
+ 76.95%
$120.54 - $134.79 $206K - $230K
3.92K $472K
T
At&T Inc.

Communication Services
3.4K
+ 23.36%
$21.56 - $28.28 $73.3K - $96.2K
18K $508K
VIRT
Virtu Financial, Inc.

Financial Services
3.56K
+ 22.98%
$34.19 - $40.96 $122K - $146K
19.1K $726K
INGR
Ingredion Inc

Consumer Defensive
1.26K
+ 24.73%
$125.6 - $137.36 $158K - $172K
6.33K $855K
GPS
Gap Inc

Consumer Cyclical
7.41K
+ 22.17%
N/A
40.8K $823K
IBM
International Business Machines Corp

Technology
437
+ 35.04%
$217.4 - $264.74 $95K - $116K
1.68K $418K
SYF
Synchrony Financial

Financial Services
4.47K
+ 51.14%
$51.9 - $70.63 $232K - $316K
13.2K $699K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
794
+ 3.28%
$95.85 - $99.25 $76.1K - $78.8K
25K $2.47M
ACT
Enact Holdings, Inc.

Financial Services
1.84K
+ 6.92%
$31.15 - $35.03 $57.3K - $64.4K
28.4K $987K
AYI
Acuity Brands Inc

Industrials
691
+ 32.75%
$257.8 - $337.07 $178K - $233K
2.8K $737K
Activity Summary
Buys All Purchases 84 New Holdings 24 Increased Positions 60 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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