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
DVA
Davita Inc.

Healthcare
732
+ 29.41%
$140.0 - $177.35 $102K - $130K
3.22K $492K
MTG
Mgic Investment Corp

Financial Services
2.32K
+ 4.01%
$22.56 - $25.71 $52.4K - $59.7K
60.2K $1.49M
NRG
Nrg Energy, Inc.

Utilities
799
+ 10.35%
$84.82 - $113.33 $67.8K - $90.6K
8.52K $813K
GM
General Motors CO

Consumer Cyclical
3.99K
+ 31.21%
$45.22 - $54.92 $180K - $219K
16.8K $788K
CIB
Bancolombia Sa

Financial Services
700
+ 7.91%
$31.99 - $44.29 $22.4K - $31K
9.55K $383K
CNA
Cna Financial Corp

Financial Services
1.38K
+ 9.9%
$45.86 - $51.0 $63.5K - $70.6K
15.4K $780K
NRZ
New Residential Investment Corp.

Real Estate
14.2K
New
N/A
14.2K $103K
MCK
Mckesson Corp

Healthcare
37
+ 5.57%
$566.21 - $672.99 $20.9K - $24.9K
701 $471K
MFC
Manulife Financial Corp

Financial Services
2.1K
+ 4.37%
$28.41 - $31.82 $59.5K - $66.7K
50K $1.56M
FBP
First Bancorp

Financial Services
3.14K
+ 9.18%
$17.43 - $21.08 $54.7K - $66.1K
37.3K $715K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
1.66K
+ 5.01%
$30.59 - $33.02 $50.8K - $54.9K
34.8K $1.11M
EBAY
Ebay Inc

Consumer Cyclical
462
+ 7.92%
$61.61 - $70.93 $28.5K - $32.8K
6.3K $426K
AXS
Axis Capital Holdings LTD

Financial Services
92
+ 1.99%
$85.54 - $100.24 $7.87K - $9.22K
4.72K $472K
KR
Kroger CO

Consumer Defensive
198
+ 2.83%
$58.36 - $67.72 $11.6K - $13.4K
7.19K $486K
APAM
Artisan Partners Asset Management Inc.

Financial Services
2.59K
+ 22.69%
$38.51 - $45.32 $99.9K - $118K
14K $548K
EME
Emcor Group, Inc.

Industrials
490
+ 32.75%
$361.16 - $535.99 $177K - $263K
1.99K $734K
SF
Stifel Financial Corp

Financial Services
1.38K
+ 21.41%
$91.62 - $117.6 $126K - $162K
7.8K $735K
PHM
Pultegroup Inc

Consumer Cyclical
651
+ 22.5%
$101.09 - $118.51 $65.8K - $77.2K
3.54K $364K
AER
Aer Cap Holdings N.V.

Industrials
154
+ 3.13%
$94.11 - $105.78 $14.5K - $16.3K
5.08K $519K
ABT
Abbott Laboratories

Healthcare
9
+ 0.39%
$111.1 - $140.22 $1K - $1.26K
2.33K $309K
GFF
Griffon Corp

Industrials
627
+ 15.88%
$68.06 - $80.91 $42.7K - $50.7K
4.58K $327K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.07%
$225.19 - $279.95 $1.13K - $1.4K
6.91K $1.69M
ARCC
Ares Capital Corp

Financial Services
976
+ 2.74%
$21.28 - $23.81 $20.8K - $23.2K
36.6K $810K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.18K
+ 16.73%
$93.57 - $120.35 $110K - $141K
8.2K $784K
CM
Canadian Imperial Bank Of Commerce

Financial Services
1.84K
+ 16.2%
$55.05 - $64.52 $101K - $118K
13.2K $741K
JHG
Janus Henderson Group PLC

Financial Services
5.05K
+ 19.08%
$35.98 - $45.94 $182K - $232K
31.5K $1.14M
LHX
L3 Harris Technologies, Inc.

Industrials
8
+ 0.84%
$194.65 - $222.86 $1.56K - $1.78K
961 $201K
RYH
Invesco S&P 500 Equal Weight H

ETFs
20.1K
New
N/A
20.1K $0
LEN
Lennar Corp

Consumer Cyclical
685
+ 18.04%
$113.93 - $141.54 $78K - $97K
4.48K $514K
IBKR
Interactive Brokers Group, Inc.

Financial Services
127
+ 4.4%
$161.03 - $235.53 $20.5K - $29.9K
3.01K $498K
APH
Amphenol Corp

Technology
1
+ 0.02%
$61.62 - $78.55 $61.6 - $78.6
6K $393K
FLEX
Flex Ltd.

Technology
1.45K
+ 10.71%
$32.92 - $44.46 $47.8K - $64.6K
15K $496K
AIT
Applied Industrial Technologies Inc

Industrials
109
+ 2.54%
$218.93 - $269.18 $23.9K - $29.3K
4.4K $992K
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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