Measured Wealth Private Client Group, LLC Purchases in Q3 2024

Measured Wealth Private Client Group, LLC

  • $296 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
171K
New
$162.83 - $179.16 $27.8M - $30.6M
171K $30.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
35.3K
+ 27.03%
$117.9 - $128.2 $4.17M - $4.53M
166K $21.3M
GLD
Spdr Gold Trust

ETFs
12.6K
+ 25.92%
$215.56 - $246.98 $2.72M - $3.12M
61.3K $14.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
29.1K
+ 98.06%
$89.91 - $101.33 $2.62M - $2.95M
58.9K $5.77M
XLK
Technology Sector Spdr

ETFs
10.3K
+ 21.72%
$197.34 - $237.68 $2.03M - $2.44M
57.5K $13M
XLU
Utilities Sector Spdr

ETFs
23.5K
+ 93.2%
$67.67 - $80.78 $1.59M - $1.9M
48.7K $3.94M
XLP
Consumer Staples Sector Spdr

ETFs
28.4K
+ 53.82%
$76.04 - $76.04 $2.16M - $2.16M
81.3K $6.18M
XLV
Select Sector Spdr Fund Health

ETFs
6.95K
+ 8.47%
$143.3 - $157.24 $996K - $1.09M
89K $13.7M
IYR
Ishares Tr

ETFs
14.3K
New
$86.93 - $103.61 $1.25M - $1.48M
14.3K $1.46M
AGZ
Ishares Agency Bond ETF

ETFs
11.4K
+ 40.44%
$107.35 - $110.79 $1.23M - $1.27M
39.7K $4.39M
EME
Emcor Group, Inc.

Industrials
1.1K
New
$340.22 - $435.6 $373K - $477K
1.1K $471K
INGR
Ingredion Inc

Consumer Defensive
3.41K
New
$111.98 - $137.59 $382K - $469K
3.41K $468K
AYI
Acuity Brands Inc

Industrials
1.44K
New
$222.88 - $275.47 $322K - $398K
1.44K $397K
DVA
Davita Inc.

Healthcare
1.66K
New
$133.98 - $165.19 $223K - $275K
1.66K $272K
LNTH
Lantheus Holdings, Inc.

Healthcare
2.48K
New
$77.7 - $123.62 $193K - $306K
2.48K $271K
FANG
Diamondback Energy, Inc.

Energy
1.54K
New
$168.46 - $210.94 $259K - $324K
1.54K $265K
PHM
Pultegroup Inc

Consumer Cyclical
1.7K
New
$103.95 - $144.98 $176K - $246K
1.7K $243K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
10.9K
New
$18.88 - $22.7 $205K - $246K
10.9K $243K
IAG
Iamgold Corp

Basic Materials
44.3K
New
$3.58 - $5.52 $158K - $244K
44.3K $231K
APD
Air Products & Chemicals, Inc.

Basic Materials
768
New
$247.34 - $300.11 $190K - $230K
768 $228K
EBAY
Ebay Inc

Consumer Cyclical
3.47K
New
$52.61 - $65.44 $182K - $227K
3.47K $225K
PAYX
Paychex Inc

Industrials
1.67K
New
$116.17 - $135.19 $194K - $226K
1.67K $224K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.44K
New
$109.16 - $155.35 $157K - $224K
1.44K $222K
GFF
Griffon Corp

Industrials
3.18K
New
$55.61 - $74.71 $177K - $237K
3.18K $222K
CEG
Constellation Energy Corp

Utilities
846
New
$167.08 - $262.86 $141K - $222K
846 $219K
MFC
Manulife Financial Corp

Financial Services
2.74K
+ 6.01%
$24.13 - $29.63 $66.1K - $81.2K
48.3K $1.43M
AVGO
Broadcom Inc.

Technology
16.3K
+ 898.89%
$136.27 - $1745.86 $2.21M - $28.4M
18.1K $3.12M
JHG
Janus Henderson Group PLC

Financial Services
2.9K
+ 12.2%
$33.55 - $38.68 $97.2K - $112K
26.6K $1.01M
GILD
Gilead Sciences, Inc.

Healthcare
2.45K
New
$66.59 - $83.99 $163K - $206K
2.45K $205K
STRL
Sterling Construction CO Inc

Industrials
1.41K
New
$102.56 - $148.9 $144K - $210K
1.41K $203K
FCX
Freeport Mcmoran Inc

Basic Materials
4.03K
New
$39.52 - $51.92 $159K - $209K
4.03K $201K
OHI
Omega Healthcare Investors Inc

Real Estate
4.92K
New
$33.55 - $41.29 $165K - $203K
4.92K $200K
IIPR
Innovative Industrial Properties Inc

Real Estate
36
+ 0.47%
$107.56 - $136.78 $3.87K - $4.92K
7.64K $1.03M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
407
+ 5.85%
$74.21 - $96.5 $30.2K - $39.3K
7.36K $707K
SF
Stifel Financial Corp

Financial Services
1.23K
+ 28.25%
$78.91 - $93.87 $97.3K - $116K
5.6K $525K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.34K
+ 58.22%
$31.18 - $33.5 $135K - $145K
11.8K $391K
AIT
Applied Industrial Technologies Inc

Industrials
32
+ 0.66%
$183.8 - $224.77 $5.88K - $7.19K
4.85K $1.08M
CM
Canadian Imperial Bank Of Commerce

Financial Services
19
+ 0.18%
$47.28 - $62.24 $898 - $1.18K
10.3K $633K
JPM
Jpmorgan Chase & CO

Financial Services
355
+ 5.78%
$194.9 - $224.8 $69.2K - $79.8K
6.49K $1.37M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
37
+ 0.16%
$96.25 - $101.98 $3.56K - $3.77K
23.5K $2.38M
LRN
Stride, Inc.

Consumer Defensive
315
+ 6.62%
$66.21 - $85.31 $20.9K - $26.9K
5.07K $432K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.02%
$237.84 - $263.83 $238 - $264
4.4K $1.16M
RDN
Radian Group Inc

Financial Services
282
+ 1.2%
$31.05 - $37.16 $8.76K - $10.5K
23.9K $828K
VTI
Vanguard Total Stock Market Et

ETFs
67
+ 1.4%
$255.18 - $283.2 $17.1K - $19K
4.87K $1.38M
ORI
Old Republic International Corp

Financial Services
1.43K
+ 15.85%
$29.89 - $35.9 $42.6K - $51.2K
10.4K $368K
FIW
First Trust Water ETF

ETFs
43
+ 0.47%
$98.0 - $109.33 $4.21K - $4.7K
9.1K $994K
OGN
Organon & Co.

Healthcare
5.64K
+ 36.42%
$18.65 - $23.03 $105K - $130K
21.1K $404K
CNA
Cna Financial Corp

Financial Services
578
+ 4.44%
$44.75 - $51.95 $25.9K - $30K
13.6K $665K
AXS
Axis Capital Holdings LTD

Financial Services
180
+ 3.76%
$69.04 - $79.88 $12.4K - $14.4K
4.97K $395K
Activity Summary
Buys All Purchases 65 New Holdings 22 Increased Positions 43 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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