Measured Wealth Private Client Group, LLC Purchases in Q3 2025

Measured Wealth Private Client Group, LLC

  • $364 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
1.27K
+ 1.97%
$300.96 - $355.47 $381K - $450K
65.6K $23.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.92K
+ 3.39%
$181.56 - $190.33 $894K - $937K
150K $28.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.57K
+ 2.63%
$132.9 - $142.03 $607K - $649K
178K $25.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.84K
+ 0.35%
$52.12 - $55.33 $95.6K - $102K
530K $29.3M
XLV
Select Sector Spdr Fund Health

ETFs
4.77K
+ 4.06%
$129.01 - $139.72 $615K - $666K
122K $17M
XLC
Select Sector Spdr Tr Communic

ETFs
2.62K
+ 3.66%
$105.99 - $119.41 $278K - $313K
74.2K $8.78M
NVDA
Nvidia Corp

Technology
101
+ 0.3%
$153.3 - $186.58 $15.5K - $18.8K
34.1K $6.37M
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.02K
+ 11.57%
$85.01 - $90.35 $682K - $725K
77.3K $6.91M
CVS
Cvs Health Corp

Healthcare
9.52K
New
$58.75 - $76.5 $559K - $729K
9.52K $717K
AVGO
Broadcom Inc.

Technology
113
+ 1.0%
$264.74 - $369.57 $29.9K - $41.8K
11.4K $3.77M
EEM
Ishares Msci Emerging Markets

ETFs
10.9K
New
$48.07 - $53.4 $524K - $582K
10.9K $582K
MCHI
Ishares Msci China ETF

ETFs
6.63K
+ 55.23%
$54.58 - $65.85 $362K - $437K
18.6K $1.23M
AZZ
Azz Inc

Industrials
4.9K
New
$96.74 - $119.54 $474K - $586K
4.9K $534K
MCY
Mercury General Corp

Financial Services
6.28K
New
$65.82 - $84.78 $413K - $532K
6.28K $532K
IVV
Ishares Core S&P 500 ETF

ETFs
190
+ 2.4%
$620.67 - $670.08 $118K - $127K
8.11K $5.43M
KR
Kroger CO

Consumer Defensive
6.24K
+ 94.75%
$64.52 - $74.35 $403K - $464K
12.8K $865K
IYR
Ishares Tr

ETFs
2.57K
+ 5.18%
$94.16 - $98.46 $242K - $253K
52.3K $5.07M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
10.4K
New
$24.17 - $29.62 $252K - $309K
10.4K $300K
PTCT
Ptc Therapeutics, Inc.

Healthcare
4.7K
New
$43.3 - $62.88 $203K - $295K
4.7K $288K
XLP
Consumer Staples Sector Spdr

ETFs
3.16K
+ 2.63%
N/A
123K $9.39M
MO
Altria Group, Inc.

Consumer Defensive
1.93K
+ 13.32%
$57.75 - $67.68 $111K - $131K
16.4K $1.08M
TTMI
Ttm Technologies Inc

Technology
1.49K
+ 17.19%
$40.06 - $57.75 $59.6K - $85.9K
10.1K $584K
XLB
Select Sector Spdr Fd Material

ETFs
1.63K
+ 3.69%
$86.72 - $92.61 $141K - $151K
45.7K $4.1M
PRIM
Primoris Services Corp

Industrials
1.62K
New
$79.61 - $137.33 $129K - $223K
1.62K $223K
TSLA
Tesla, Inc.

Consumer Cyclical
503
New
$293.94 - $444.72 $148K - $224K
503 $223K
NEM
Newmont Corp

Basic Materials
2.58K
New
$57.35 - $85.25 $148K - $220K
2.58K $217K
MPC
Marathon Petroleum Corp

Energy
1.1K
New
$158.59 - $198.69 $174K - $218K
1.1K $211K
BPOP
Popular, Inc.

Financial Services
1.04K
+ 22.68%
$111.3 - $128.04 $116K - $133K
5.63K $714K
DVY
Ishares Tr

ETFs
1.43K
New
$133.88 - $142.57 $192K - $204K
1.43K $203K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
50.3K
New
$3.51 - $4.74 $176K - $238K
50.3K $200K
FIX
Comfort Systems Usa Inc

Industrials
238
New
$521.66 - $825.18 $124K - $196K
238 $196K
SO
Southern CO

Utilities
2.05K
New
$90.83 - $96.0 $187K - $197K
2.05K $194K
AJG
Arthur J. Gallagher & Co.

Financial Services
621
New
$284.17 - $319.49 $176K - $198K
621 $192K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
2.91K
New
$59.28 - $71.9 $172K - $209K
2.91K $192K
WFC
Wells Fargo & Company

Financial Services
2.3K
New
$77.05 - $85.16 $177K - $195K
2.3K $192K
MTB
M&T Bank Corp

Financial Services
968
New
$183.74 - $204.05 $178K - $198K
968 $191K
GTX
Garrett Motion Inc.

Consumer Cyclical
13.9K
New
$10.72 - $13.99 $150K - $195K
13.9K $189K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
572
New
$275.84 - $326.36 $158K - $187K
572 $186K
NTRS
Northern Trust Corp

Financial Services
1.38K
New
$123.6 - $134.6 $171K - $186K
1.38K $185K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.46K
New
$72.01 - $74.44 $177K - $183K
2.46K $180K
IWF
Ishares Russell 1000 Gr ETF

ETFs
383
New
$420.11 - $472.68 $161K - $181K
383 $179K
VC
Visteon Corp

Consumer Cyclical
1.5K
New
$98.77 - $128.76 $148K - $192K
1.5K $179K
BK
Bank Of New York Mellon Corp

Financial Services
1.64K
New
$90.65 - $109.75 $149K - $180K
1.64K $178K
VTV
Vanguard Value ETF

ETFs
923
New
$175.51 - $186.57 $162K - $172K
923 $172K
SNA
Snap On Inc

Industrials
498
New
$313.01 - $346.53 $156K - $173K
498 $172K
UNP
Union Pacific Corp

Industrials
731
New
$214.91 - $237.16 $157K - $173K
731 $172K
WM
Waste Management Inc

Industrials
772
New
$213.88 - $237.1 $165K - $183K
772 $170K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
466
+ 13.09%
$113.83 - $154.45 $53K - $72K
4.03K $621K
HON
Honeywell International Inc

Industrials
799
New
$207.7 - $240.4 $166K - $192K
799 $168K
Activity Summary
Buys All Purchases 569 New Holdings 520 Increased Positions 49 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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