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
AMZN
Amazon Com Inc

Consumer Cyclical
632
+ 41.77%
$167.32 - $223.3 $106K - $141K
2.15K $470K
IYR
Ishares Tr

ETFs
2.35K
+ 4.96%
$84.48 - $96.25 $199K - $226K
49.7K $4.71M
EXEL
Exelixis, Inc.

Healthcare
2.11K
+ 18.45%
$34.13 - $46.26 $72.1K - $97.7K
13.6K $597K
XLP
Consumer Staples Sector Spdr

ETFs
2.18K
+ 1.85%
N/A
120K $9.15M
TRV
Travelers Companies, Inc.

Financial Services
583
+ 28.0%
$233.83 - $276.34 $136K - $161K
2.67K $712K
AER
Aer Cap Holdings N.V.

Industrials
636
+ 12.52%
$88.97 - $117.24 $56.6K - $74.6K
5.72K $668K
MS
Morgan Stanley

Financial Services
567
+ 24.09%
$99.83 - $140.86 $56.6K - $79.9K
2.92K $411K
MFC
Manulife Financial Corp

Financial Services
2.78K
+ 5.56%
$26.93 - $32.44 $75K - $90.3K
52.8K $1.69M
IAG
Iamgold Corp

Basic Materials
3.4K
+ 3.95%
$5.63 - $8.09 $19.1K - $27.5K
89.3K $656K
MLI
Mueller Industries Inc

Industrials
1.08K
+ 12.04%
$68.45 - $79.6 $74.1K - $86.2K
10.1K $800K
CSCO
Cisco Systems, Inc.

Technology
978
+ 18.41%
$53.19 - $69.38 $52K - $67.9K
6.29K $436K
RTX
Raytheon Technologies Corp

Industrials
478
+ 16.38%
$113.75 - $148.48 $54.4K - $71K
3.4K $495K
PLMR
Palomar Holdings, Inc.

Financial Services
321
+ 9.59%
$129.99 - $175.67 $41.7K - $56.4K
3.67K $565K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.55K
+ 47.08%
$97.78 - $126.44 $152K - $196K
4.86K $515K
ACT
Enact Holdings, Inc.

Financial Services
980
+ 3.45%
$31.91 - $37.44 $31.3K - $36.7K
29.4K $1.09M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.14K
+ 13.95%
$84.41 - $106.28 $96.6K - $122K
9.34K $887K
INGR
Ingredion Inc

Consumer Defensive
727
+ 11.48%
$123.22 - $140.95 $89.6K - $102K
7.06K $957K
MWA
Mueller Water Products, Inc.

Industrials
5.63K
+ 22.4%
$22.82 - $27.21 $129K - $153K
30.8K $739K
V
Visa Inc.

Financial Services
270
+ 32.77%
$308.27 - $373.31 $83.2K - $101K
1.09K $388K
AIT
Applied Industrial Technologies Inc

Industrials
251
+ 5.7%
$206.03 - $243.28 $51.7K - $61.1K
4.65K $1.08M
LRN
Stride, Inc.

Consumer Defensive
28
+ 0.63%
$124.45 - $160.72 $3.48K - $4.5K
4.45K $646K
GD
General Dynamics Corp

Industrials
239
+ 32.08%
$247.68 - $291.66 $59.2K - $69.7K
984 $286K
HD
Home Depot, Inc.

Consumer Cyclical
220
+ 29.93%
$335.24 - $380.78 $73.8K - $83.8K
955 $350K
ORI
Old Republic International Corp

Financial Services
2.51K
+ 10.73%
$35.25 - $39.79 $88.5K - $99.9K
25.9K $995K
GPS
Gap Inc

Consumer Cyclical
3.61K
+ 8.83%
N/A
44.5K $896K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
197
+ 2.15%
$49.48 - $61.22 $9.75K - $12.1K
9.38K $571K
LNC
Lincoln National Corp

Financial Services
1.81K
+ 27.48%
$28.95 - $37.27 $52.3K - $67.3K
8.37K $289K
MCD
Mcdonalds Corp

Consumer Cyclical
234
+ 32.01%
$285.55 - $321.23 $66.8K - $75.2K
965 $281K
T
At&T Inc.

Communication Services
1.06K
+ 5.88%
$26.33 - $28.94 $27.8K - $30.6K
19K $550K
HRB
H&R Block Inc

Consumer Cyclical
579
+ 2.29%
$54.32 - $63.04 $31.5K - $36.5K
25.9K $1.42M
NRZ
New Residential Investment Corp.

Real Estate
3.64K
+ 25.59%
N/A
17.9K $129K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
130
+ 0.52%
$96.84 - $99.46 $12.6K - $12.9K
25.1K $2.49M
MRK
Merck & Co., Inc.

Healthcare
584
+ 22.54%
$73.47 - $87.12 $42.9K - $50.9K
3.18K $251K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2
+ 0.08%
$70.44 - $86.87 $141 - $174
2.6K $225K
PG
Procter & Gamble CO

Consumer Defensive
222
+ 14.57%
$157.66 - $172.39 $35K - $38.3K
1.75K $278K
GFF
Griffon Corp

Industrials
193
+ 4.22%
$64.73 - $74.97 $12.5K - $14.5K
4.77K $345K
ACN
Accenture PLC

Technology
72
+ 6.01%
$279.23 - $323.21 $20.1K - $23.3K
1.27K $379K
Brightspring Health Svcs Inc
14.9K
New
N/A
14.9K $0
Grupo Cibest Sa
9.45K
New
N/A
9.45K $0
Barrick Mng Corp
33.4K
New
N/A
33.4K $0
PBS
Invesco Exchange Traded Fd Tr

ETFs
3.18K
+ 26.14%
N/A
15.3K $0
CAC
Camden National Corp

Financial Services
3
+ 0.06%
$36.35 - $41.49 $109 - $124
5.3K $214K
PFF
Ishares Trust Ishares Pfd And

ETFs
3
+ 0.03%
$29.0 - $30.68 $87 - $92
11.9K $364K
ARCC
Ares Capital Corp

Financial Services
39
+ 0.11%
$18.91 - $22.43 $737 - $875
36.6K $803K
XOM
Exxon Mobil Corp

Energy
473
+ 8.21%
$99.93 - $119.04 $47.3K - $56.3K
6.23K $671K
JNJ
Johnson & Johnson

Healthcare
157
+ 4.67%
$146.36 - $159.82 $23K - $25.1K
3.52K $537K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.23K
+ 1.81%
$83.97 - $92.85 $103K - $114K
69.3K $6.11M
AAPL
Apple Inc.

Technology
394
+ 2.04%
$172.42 - $223.89 $67.9K - $88.2K
19.7K $4.04M
UNH
Unitedhealth Group Inc

Healthcare
167
+ 11.88%
$274.35 - $599.47 $45.8K - $100K
1.57K $490K
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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