Measured Wealth Private Client Group, LLC Incresed Positions in Q4 2024

Measured Wealth Private Client Group, LLC

  • $307 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
3.48K
+ 6.04%
$220.26 - $241.44 $766K - $840K
61K $14.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.14K
+ 5.35%
$174.22 - $187.62 $1.59M - $1.71M
180K $31.5M
GLD
Spdr Gold Trust

ETFs
3.36K
+ 5.47%
$236.59 - $257.5 $794K - $864K
64.7K $15.7M
XLP
Consumer Staples Sector Spdr

ETFs
8.28K
+ 10.18%
N/A
89.6K $6.81M
NVDA
Nvidia Corp

Technology
1.17K
+ 3.33%
$117.0 - $148.88 $137K - $174K
36.2K $4.87M
VTI
Vanguard Total Stock Market Et

ETFs
1.33K
+ 27.24%
$280.04 - $302.45 $371K - $401K
6.19K $1.79M
BMY
Bristol Myers Squibb CO

Healthcare
5.65K
+ 102.47%
$51.92 - $59.94 $293K - $339K
11.2K $631K
IYR
Ishares Tr

ETFs
4.99K
+ 34.84%
$90.74 - $102.87 $453K - $513K
19.3K $1.8M
ORI
Old Republic International Corp

Financial Services
8.67K
+ 83.24%
$34.4 - $38.98 $298K - $338K
19.1K $690K
JPM
Jpmorgan Chase & CO

Financial Services
407
+ 6.27%
$205.18 - $250.29 $83.5K - $102K
6.9K $1.65M
NRG
Nrg Energy, Inc.

Utilities
2.55K
+ 49.25%
$85.3 - $101.61 $217K - $259K
7.72K $696K
NTAP
Net App, Inc.

Technology
2.16K
+ 59.91%
$115.31 - $131.11 $248K - $283K
5.75K $667K
AYI
Acuity Brands Inc

Industrials
667
+ 46.22%
$292.13 - $333.45 $195K - $222K
2.11K $616K
GM
General Motors CO

Consumer Cyclical
2.38K
+ 22.9%
$44.82 - $60.2 $107K - $143K
12.8K $680K
EME
Emcor Group, Inc.

Industrials
400
+ 36.5%
$427.96 - $526.95 $171K - $211K
1.5K $679K
R
Ryder System Inc

Industrials
763
+ 11.0%
$138.78 - $170.03 $106K - $130K
7.7K $1.21M
XLF
Financial Sector Spdr

ETFs
3.54K
+ 52.23%
$44.89 - $51.34 $159K - $182K
10.3K $498K
XLU
Utilities Sector Spdr

ETFs
5.73K
+ 11.76%
$74.89 - $82.93 $429K - $475K
54.5K $4.12M
APAM
Artisan Partners Asset Management Inc.

Financial Services
3.76K
+ 49.03%
$41.74 - $49.17 $157K - $185K
11.4K $491K
SF
Stifel Financial Corp

Financial Services
828
+ 14.79%
$93.4 - $117.72 $77.3K - $97.5K
6.43K $681K
EBAY
Ebay Inc

Consumer Cyclical
2.37K
+ 68.32%
$57.51 - $67.17 $136K - $159K
5.83K $361K
MS
Morgan Stanley

Financial Services
432
+ 11.51%
$104.42 - $134.99 $45.1K - $58.3K
4.19K $526K
STRL
Sterling Construction CO Inc

Industrials
602
+ 42.79%
$142.94 - $199.03 $86K - $120K
2.01K $338K
OGN
Organon & Co.

Healthcare
14.4K
+ 68.36%
$14.44 - $18.83 $209K - $272K
35.6K $530K
IAG
Iamgold Corp

Basic Materials
24K
+ 54.15%
$4.54 - $6.15 $109K - $147K
68.2K $351K
MCK
Mckesson Corp

Healthcare
107
+ 19.21%
$482.27 - $628.5 $51.6K - $67.2K
664 $378K
DVA
Davita Inc.

Healthcare
826
+ 49.67%
$139.81 - $167.96 $115K - $139K
2.49K $372K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.56K
+ 0.94%
$126.68 - $134.74 $197K - $210K
168K $21.4M
CM
Canadian Imperial Bank Of Commerce

Financial Services
1.02K
+ 9.83%
$59.58 - $67.31 $60.5K - $68.3K
11.3K $716K
KR
Kroger CO

Consumer Defensive
980
+ 16.31%
$55.21 - $63.3 $54.1K - $62K
6.99K $427K
AGZ
Ishares Agency Bond ETF

ETFs
1.63K
+ 4.09%
$107.68 - $110.37 $175K - $179K
41.4K $4.47M
PHM
Pultegroup Inc

Consumer Cyclical
1.2K
+ 70.48%
$108.86 - $149.04 $130K - $178K
2.89K $315K
GPS
Gap Inc

Consumer Cyclical
3.07K
+ 10.11%
N/A
33.4K $674K
VTRS
Viatris Inc

Healthcare
6
+ 0.01%
$11.32 - $13.37 $67.9 - $80.2
73.4K $913K
AMZN
Amazon Com Inc

Consumer Cyclical
41
+ 2.61%
$180.88 - $232.93 $7.42K - $9.55K
1.61K $353K
GFF
Griffon Corp

Industrials
773
+ 24.35%
$62.88 - $85.16 $48.6K - $65.8K
3.95K $281K
FANG
Diamondback Energy, Inc.

Energy
438
+ 28.48%
$153.06 - $199.5 $67K - $87.4K
1.98K $323K
V
Visa Inc.

Financial Services
12
+ 1.0%
$273.87 - $320.91 $3.29K - $3.85K
1.21K $383K
TOL
Toll Brothers, Inc.

Consumer Cyclical
680
+ 47.22%
$123.8 - $167.8 $84.2K - $114K
2.12K $267K
RTX
Raytheon Technologies Corp

Industrials
489
+ 19.68%
$114.45 - $127.21 $56K - $62.2K
2.97K $344K
ITRI
Itron, Inc.

Technology
338
+ 9.72%
$101.26 - $124.45 $34.2K - $42.1K
3.81K $414K
CIB
Bancolombia Sa

Financial Services
1.05K
+ 13.44%
$30.96 - $33.47 $32.4K - $35.1K
8.85K $278K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30
+ 4.62%
$521.84 - $558.82 $15.7K - $16.8K
680 $366K
MUSA
Murphy Usa Inc.

Consumer Cyclical
26
+ 2.76%
$473.11 - $555.48 $12.3K - $14.4K
967 $485K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.32K
+ 11.16%
$31.23 - $33.51 $41.1K - $44.1K
13.1K $412K
CNA
Cna Financial Corp

Financial Services
372
+ 2.73%
$46.76 - $50.95 $17.4K - $19K
14K $676K
FIW
First Trust Water ETF

ETFs
705
+ 7.75%
$102.02 - $110.91 $71.9K - $78.2K
9.8K $1M
PBS
Invesco Exchange Traded Fd Tr

ETFs
2.27K
+ 19.47%
N/A
13.9K $0
CNQ
Canadian Natural Resources LTD

Energy
642
+ 6.32%
$29.51 - $37.6 $18.9K - $24.1K
10.8K $333K
Activity Summary
Buys All Purchases 90 New Holdings 21 Increased Positions 69 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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