Measured Wealth Private Client Group, LLC Incresed Positions in Q3 2024

Measured Wealth Private Client Group, LLC

  • $296 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
AGZ
Ishares Agency Bond ETF

ETFs
11.4K
+ 40.44%
$107.35 - $110.79 $1.23M - $1.27M
39.7K $4.39M
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
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
BCO
Brinks CO

Industrials
181
+ 6.98%
$93.97 - $115.64 $17K - $20.9K
2.77K $320K
GMS
Gms Inc.

Industrials
51
+ 1.05%
$78.17 - $96.23 $3.99K - $4.91K
4.9K $443K
ITRI
Itron, Inc.

Technology
227
+ 6.99%
$94.52 - $108.09 $21.5K - $24.5K
3.48K $371K
KR
Kroger CO

Consumer Defensive
17
+ 0.28%
$50.43 - $57.3 $857 - $974
6.01K $344K
GM
General Motors CO

Consumer Cyclical
1.27K
+ 13.92%
$39.95 - $49.9 $50.7K - $63.4K
10.4K $466K
STLD
Steel Dynamics Inc

Basic Materials
378
+ 5.67%
N/A
7.04K $690K
ARCC
Ares Capital Corp

Financial Services
1.37K
+ 3.98%
$19.8 - $21.28 $27K - $29K
35.6K $745K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
164
+ 0.5%
$31.25 - $35.38 $5.13K - $5.8K
32.7K $1.13M
CIB
Bancolombia Sa

Financial Services
471
+ 6.43%
$30.73 - $34.79 $14.5K - $16.4K
7.8K $244K
Celestica Inc
131
+ 1.82%
N/A
7.33K $0
CNQ
Canadian Natural Resources LTD

Energy
404
+ 4.14%
$31.97 - $37.41 $12.9K - $15.1K
10.2K $337K
GPS
Gap Inc

Consumer Cyclical
4.24K
+ 16.22%
$19.42 - $24.62 $82.3K - $104K
30.4K $612K
VLO
Valero Energy Corp

Energy
574
+ 8.99%
$132.81 - $163.48 $76.2K - $93.8K
6.96K $939K
STNG
Scorpio Tankers Inc.

Energy
484
+ 4.01%
$66.41 - $81.58 $32.1K - $39.5K
12.5K $894K
DELL
Dell Technologies Inc.

Technology
43
+ 0.76%
$87.89 - $145.97 $3.78K - $6.28K
5.72K $677K
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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