Measured Wealth Private Client Group, LLC Purchases in Q4 2024

Measured Wealth Private Client Group, LLC

  • $307 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
112K
New
$122.65 - $138.35 $13.7M - $15.4M
112K $14.1M
XLK
Technology Sector Spdr

ETFs
3.48K
+ 6.04%
$220.26 - $241.44 $766K - $840K
61K $14.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.14K
+ 5.35%
$174.22 - $187.62 $1.59M - $1.71M
180K $31.5M
GLD
Spdr Gold Trust

ETFs
3.36K
+ 5.47%
$236.59 - $257.5 $794K - $864K
64.7K $15.7M
XLP
Consumer Staples Sector Spdr

ETFs
8.28K
+ 10.18%
N/A
89.6K $6.81M
NVDA
Nvidia Corp

Technology
1.17K
+ 3.33%
$117.0 - $148.88 $137K - $174K
36.2K $4.87M
SYF
Synchrony Financial

Financial Services
8.75K
New
$49.01 - $68.55 $429K - $599K
8.75K $568K
VIRT
Virtu Financial, Inc.

Financial Services
15.5K
New
$30.43 - $37.95 $472K - $588K
15.5K $552K
UNM
Unum Group

Financial Services
7.28K
New
$58.88 - $77.07 $428K - $561K
7.28K $531K
UHS
Universal Health Services Inc

Healthcare
2.81K
New
$175.8 - $236.9 $494K - $666K
2.81K $504K
VTI
Vanguard Total Stock Market Et

ETFs
1.33K
+ 27.24%
$280.04 - $302.45 $371K - $401K
6.19K $1.79M
MCY
Mercury General Corp

Financial Services
6.06K
New
$62.82 - $78.96 $380K - $478K
6.06K $402K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.19K
New
$73.49 - $86.09 $381K - $447K
5.19K $399K
BMY
Bristol Myers Squibb CO

Healthcare
5.65K
+ 102.47%
$51.92 - $59.94 $293K - $339K
11.2K $631K
TRV
Travelers Companies, Inc.

Financial Services
1.42K
New
$225.97 - $266.66 $322K - $380K
1.42K $343K
IYR
Ishares Tr

ETFs
4.99K
+ 34.84%
$90.74 - $102.87 $453K - $513K
19.3K $1.8M
T
At&T Inc.

Communication Services
14.6K
New
$21.22 - $23.88 $309K - $348K
14.6K $331K
ORI
Old Republic International Corp

Financial Services
8.67K
+ 83.24%
$34.4 - $38.98 $298K - $338K
19.1K $690K
FTDR
Frontdoor, Inc.

Consumer Cyclical
5.64K
New
$46.71 - $59.54 $263K - $336K
5.64K $308K
IEFA
Ishares Tr

ETFs
4.37K
New
$70.06 - $77.43 $306K - $338K
4.37K $306K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.28K
New
$193.7 - $235.05 $248K - $301K
1.28K $293K
ACIW
Aci Worldwide, Inc.

Technology
5.59K
New
$48.81 - $59.2 $273K - $331K
5.59K $290K
DORM
Dorman Products, Inc.

Consumer Cyclical
2.22K
New
$108.64 - $142.83 $241K - $317K
2.22K $287K
JPM
Jpmorgan Chase & CO

Financial Services
407
+ 6.27%
$205.18 - $250.29 $83.5K - $102K
6.9K $1.65M
IBM
International Business Machines Corp

Technology
1.25K
New
$204.9 - $238.04 $256K - $297K
1.25K $274K
INGR
Ingredion Inc

Consumer Defensive
1.66K
+ 48.74%
$132.76 - $154.86 $221K - $258K
5.08K $698K
TSLA
Tesla, Inc.

Consumer Cyclical
560
New
$213.65 - $479.86 $120K - $269K
560 $226K
YOU
Clear Secure, Inc.

Technology
8.52K
New
$25.61 - $38.45 $218K - $327K
8.52K $226K
NRG
Nrg Energy, Inc.

Utilities
2.55K
+ 49.25%
$85.3 - $101.61 $217K - $259K
7.72K $696K
NTAP
Net App, Inc.

Technology
2.16K
+ 59.91%
$115.31 - $131.11 $248K - $283K
5.75K $667K
AYI
Acuity Brands Inc

Industrials
667
+ 46.22%
$292.13 - $333.45 $195K - $222K
2.11K $616K
GM
General Motors CO

Consumer Cyclical
2.38K
+ 22.9%
$44.82 - $60.2 $107K - $143K
12.8K $680K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.09K
New
$178.39 - $215.0 $195K - $235K
1.09K $210K
EME
Emcor Group, Inc.

Industrials
400
+ 36.5%
$427.96 - $526.95 $171K - $211K
1.5K $679K
CBT
Cabot Corp

Basic Materials
2.25K
New
$90.64 - $117.0 $204K - $263K
2.25K $205K
R
Ryder System Inc

Industrials
763
+ 11.0%
$138.78 - $170.03 $106K - $130K
7.7K $1.21M
XLF
Financial Sector Spdr

ETFs
3.54K
+ 52.23%
$44.89 - $51.34 $159K - $182K
10.3K $498K
XLU
Utilities Sector Spdr

ETFs
5.73K
+ 11.76%
$74.89 - $82.93 $429K - $475K
54.5K $4.12M
APAM
Artisan Partners Asset Management Inc.

Financial Services
3.76K
+ 49.03%
$41.74 - $49.17 $157K - $185K
11.4K $491K
SF
Stifel Financial Corp

Financial Services
828
+ 14.79%
$93.4 - $117.72 $77.3K - $97.5K
6.43K $681K
EBAY
Ebay Inc

Consumer Cyclical
2.37K
+ 68.32%
$57.51 - $67.17 $136K - $159K
5.83K $361K
STRL
Sterling Construction CO Inc

Industrials
602
+ 42.79%
$142.94 - $199.03 $86K - $120K
2.01K $338K
MS
Morgan Stanley

Financial Services
432
+ 11.51%
$104.42 - $134.99 $45.1K - $58.3K
4.19K $526K
OGN
Organon & Co.

Healthcare
14.4K
+ 68.36%
$14.44 - $18.83 $209K - $272K
35.6K $530K
IAG
Iamgold Corp

Basic Materials
24K
+ 54.15%
$4.54 - $6.15 $109K - $147K
68.2K $351K
MCK
Mckesson Corp

Healthcare
107
+ 19.21%
$482.27 - $628.5 $51.6K - $67.2K
664 $378K
DVA
Davita Inc.

Healthcare
826
+ 49.67%
$139.81 - $167.96 $115K - $139K
2.49K $372K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.56K
+ 0.94%
$126.68 - $134.74 $197K - $210K
168K $21.4M
KR
Kroger CO

Consumer Defensive
980
+ 16.31%
$55.21 - $63.3 $54.1K - $62K
6.99K $427K
Activity Summary
Buys All Purchases 90 New Holdings 21 Increased Positions 69 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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