Measured Wealth Private Client Group, LLC Purchases in Q2 2025

Measured Wealth Private Client Group, LLC

  • $330 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.84K
+ 1.99%
$152.93 - $181.74 $434K - $516K
145K $26.4M
XLC
Select Sector Spdr Tr Communic

ETFs
2.06K
+ 2.97%
$86.13 - $108.53 $178K - $224K
71.5K $7.76M
EXC
Exelon Corp

Utilities
21.7K
New
$42.2 - $47.37 $914K - $1.03M
21.7K $940K
NFG
National Fuel Gas CO

Energy
10.3K
New
$73.0 - $86.01 $755K - $889K
10.3K $875K
MSFT
Microsoft Corp

Technology
180
+ 2.8%
$354.56 - $497.45 $63.8K - $89.5K
6.6K $3.28M
MO
Altria Group, Inc.

Consumer Defensive
14.5K
New
$55.56 - $60.91 $805K - $883K
14.5K $849K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
486
+ 0.28%
$114.78 - $133.31 $55.8K - $64.8K
174K $23.2M
VZ
Verizon Communications Inc

Communication Services
17.8K
New
$41.67 - $45.62 $743K - $813K
17.8K $771K
MCHI
Ishares Msci China ETF

ETFs
12K
New
$45.22 - $55.86 $543K - $671K
12K $661K
XLU
Utilities Sector Spdr

ETFs
6.35K
+ 13.83%
$73.09 - $82.77 $464K - $525K
52.2K $4.27M
XLF
Financial Sector Spdr

ETFs
7.37K
+ 11.24%
$43.92 - $52.37 $324K - $386K
72.9K $3.82M
DGRO
Ishares Core Dividend Growth E

ETFs
6.91K
+ 13.53%
$55.22 - $63.94 $382K - $442K
58K $3.71M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
10.4K
+ 29.89%
$27.65 - $36.12 $288K - $376K
45.3K $1.63M
ITRI
Itron, Inc.

Technology
3.94K
New
$92.04 - $132.78 $363K - $523K
3.94K $518K
BMA
Macro Bank Inc.

Financial Services
7.37K
New
$64.88 - $96.54 $478K - $711K
7.37K $517K
BPOP
Popular, Inc.

Financial Services
4.59K
New
$81.63 - $110.51 $374K - $507K
4.59K $505K
C
Citigroup Inc

Financial Services
3.4K
+ 22.91%
$58.13 - $85.12 $197K - $289K
18.2K $1.55M
JPM
Jpmorgan Chase & CO

Financial Services
625
+ 9.05%
$210.28 - $289.91 $131K - $181K
7.53K $2.18M
META
Meta Platforms, Inc.

Communication Services
558
New
$484.66 - $738.09 $270K - $412K
558 $411K
SLV
I Shares Silver Trust

ETFs
11.8K
New
$27.08 - $33.74 $319K - $398K
11.8K $386K
EME
Emcor Group, Inc.

Industrials
77
+ 3.88%
$342.02 - $534.89 $26.3K - $41.2K
2.06K $1.1M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.85K
New
$109.83 - $131.67 $313K - $375K
2.85K $361K
OHI
Omega Healthcare Investors Inc

Real Estate
9.78K
New
$35.55 - $39.05 $348K - $382K
9.78K $358K
TTMI
Ttm Technologies Inc

Technology
8.65K
New
$17.57 - $40.82 $152K - $353K
8.65K $353K
SYF
Synchrony Financial

Financial Services
2.56K
+ 19.36%
$43.81 - $66.74 $112K - $171K
15.8K $1.05M
KD
Kyndryl Holdings, Inc.

Technology
7.86K
New
$27.77 - $41.96 $218K - $330K
7.86K $329K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
14.6K
New
$16.82 - $21.97 $245K - $320K
14.6K $319K
BAP
Credicorp LTD

Financial Services
1.43K
New
$169.89 - $223.9 $243K - $320K
1.43K $319K
COST
Costco Wholesale Corp

Consumer Defensive
307
New
$908.13 - $1056.85 $279K - $324K
307 $303K
HWC
Hancock Whitney Corp

Financial Services
4.29K
+ 47.79%
$46.05 - $58.03 $198K - $249K
13.3K $761K
FLEX
Flex Ltd.

Technology
653
+ 4.35%
$26.68 - $50.09 $17.4K - $32.7K
15.7K $781K
SANM
Sanmina Corp

Technology
2.06K
+ 60.34%
$67.3 - $98.07 $138K - $202K
5.47K $534K
GOOGL
Alphabet Inc.

Communication Services
1.55K
New
$144.7 - $178.6 $225K - $277K
1.55K $273K
CEG
Constellation Energy Corp

Utilities
846
New
$170.96 - $322.76 $145K - $273K
846 $273K
APP
App Lovin Corp

Technology
157
+ 6.68%
$219.37 - $417.89 $34.4K - $65.6K
2.51K $877K
UGI
Ugi Corp

Utilities
5.1K
+ 25.45%
$30.18 - $36.59 $154K - $187K
25.1K $915K
BAC
Bank Of America Corp

Financial Services
4.98K
New
$34.39 - $47.46 $171K - $236K
4.98K $235K
MTG
Mgic Investment Corp

Financial Services
1.67K
+ 2.78%
$22.43 - $28.1 $37.5K - $47K
61.9K $1.72M
KO
Coca Cola CO

Consumer Defensive
3.15K
New
$68.37 - $73.9 $216K - $233K
3.15K $223K
IBKR
Interactive Brokers Group, Inc.

Financial Services
9.86K
+ 327.49%
$50.53 - $212.53 $498K - $2.1M
12.9K $713K
CAH
Cardinal Health Inc

Healthcare
1.25K
New
$125.0 - $168.0 $157K - $211K
1.25K $210K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
926
New
$141.37 - $228.57 $131K - $212K
926 $209K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.53K
New
$108.12 - $135.04 $165K - $206K
1.53K $206K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.09K
New
$149.76 - $186.42 $164K - $204K
1.09K $203K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1.03K
+ 40.88%
$97.32 - $136.25 $101K - $141K
3.56K $452K
IBM
International Business Machines Corp

Technology
394
+ 23.4%
$221.03 - $294.78 $87.1K - $116K
2.08K $612K
VIRT
Virtu Financial, Inc.

Financial Services
1.41K
+ 7.39%
$32.82 - $44.79 $46.2K - $63.1K
20.5K $916K
XLB
Select Sector Spdr Fd Material

ETFs
1.25K
+ 2.92%
$74.27 - $88.92 $93.1K - $111K
44.1K $3.87M
UNM
Unum Group

Financial Services
2.37K
+ 24.46%
$70.48 - $82.91 $167K - $196K
12K $971K
Activity Summary
Buys All Purchases 101 New Holdings 29 Increased Positions 72 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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