Measured Wealth Private Client Group, LLC Incresed Positions in Q3 2025

Measured Wealth Private Client Group, LLC

  • $364 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
1.27K
+ 1.97%
$300.96 - $355.47 $381K - $450K
65.6K $23.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.92K
+ 3.39%
$181.56 - $190.33 $894K - $937K
150K $28.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.57K
+ 2.63%
$132.9 - $142.03 $607K - $649K
178K $25.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.84K
+ 0.35%
$52.12 - $55.33 $95.6K - $102K
530K $29.3M
XLV
Select Sector Spdr Fund Health

ETFs
4.77K
+ 4.06%
$129.01 - $139.72 $615K - $666K
122K $17M
XLC
Select Sector Spdr Tr Communic

ETFs
2.62K
+ 3.66%
$105.99 - $119.41 $278K - $313K
74.2K $8.78M
NVDA
Nvidia Corp

Technology
101
+ 0.3%
$153.3 - $186.58 $15.5K - $18.8K
34.1K $6.37M
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.02K
+ 11.57%
$85.01 - $90.35 $682K - $725K
77.3K $6.91M
AVGO
Broadcom Inc.

Technology
113
+ 1.0%
$264.74 - $369.57 $29.9K - $41.8K
11.4K $3.77M
MCHI
Ishares Msci China ETF

ETFs
6.63K
+ 55.23%
$54.58 - $65.85 $362K - $437K
18.6K $1.23M
KR
Kroger CO

Consumer Defensive
6.24K
+ 94.75%
$64.52 - $74.35 $403K - $464K
12.8K $865K
IYR
Ishares Tr

ETFs
2.57K
+ 5.18%
$94.16 - $98.46 $242K - $253K
52.3K $5.07M
XLP
Consumer Staples Sector Spdr

ETFs
3.16K
+ 2.63%
N/A
123K $9.39M
MO
Altria Group, Inc.

Consumer Defensive
1.93K
+ 13.32%
$57.75 - $67.68 $111K - $131K
16.4K $1.08M
TTMI
Ttm Technologies Inc

Technology
1.49K
+ 17.19%
$40.06 - $57.75 $59.6K - $85.9K
10.1K $584K
XLB
Select Sector Spdr Fd Material

ETFs
1.63K
+ 3.69%
$86.72 - $92.61 $141K - $151K
45.7K $4.1M
BPOP
Popular, Inc.

Financial Services
1.04K
+ 22.68%
$111.3 - $128.04 $116K - $133K
5.63K $714K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
466
+ 13.09%
$113.83 - $154.45 $53K - $72K
4.03K $621K
CALM
Cal Maine Foods Inc

Consumer Defensive
1.93K
+ 33.26%
$94.1 - $119.16 $182K - $230K
7.73K $727K
EXC
Exelon Corp

Utilities
2.27K
+ 10.46%
$42.73 - $45.54 $96.9K - $103K
23.9K $1.08M
NFG
National Fuel Gas CO

Energy
422
+ 4.08%
$82.19 - $93.72 $34.7K - $39.5K
10.8K $993K
HIG
Hartford Financial Services Group, Inc.

Financial Services
607
+ 21.31%
$119.73 - $134.7 $72.7K - $81.8K
3.46K $460K
KD
Kyndryl Holdings, Inc.

Technology
5.98K
+ 76.14%
$28.94 - $43.41 $173K - $260K
13.8K $415K
BAP
Credicorp LTD

Financial Services
81
+ 5.67%
$220.56 - $278.29 $17.9K - $22.5K
1.51K $402K
HWC
Hancock Whitney Corp

Financial Services
114
+ 0.86%
$57.63 - $64.31 $6.57K - $7.33K
13.4K $837K
OHI
Omega Healthcare Investors Inc

Real Estate
468
+ 4.78%
$36.29 - $43.34 $17K - $20.3K
10.3K $432K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
1.12K
+ 7.66%
$19.14 - $25.0 $21.4K - $27.9K
15.7K $390K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.35K
+ 11.35%
$30.67 - $32.13 $41.3K - $43.3K
13.2K $417K
LNC
Lincoln National Corp

Financial Services
57
+ 0.68%
$33.37 - $43.29 $1.9K - $2.47K
8.43K $339K
VZ
Verizon Communications Inc

Communication Services
858
+ 4.81%
$40.84 - $45.06 $35K - $38.7K
18.7K $821K
LRN
Stride, Inc.

Consumer Defensive
169
+ 3.8%
$128.23 - $169.81 $21.7K - $28.7K
4.62K $687K
ADI
Analog Devices Inc

Technology
112
+ 7.12%
$220.68 - $255.63 $24.7K - $28.6K
1.68K $413K
CAH
Cardinal Health Inc

Healthcare
281
+ 22.41%
$146.04 - $167.63 $41K - $47.1K
1.54K $240K
ITRI
Itron, Inc.

Technology
424
+ 10.76%
$117.47 - $138.42 $49.8K - $58.7K
4.36K $543K
AFL
Aflac Inc

Financial Services
10
+ 0.33%
$98.09 - $111.7 $981 - $1.12K
3.03K $337K
FPE
First Tr Pfd Secs & Income ETF

ETFs
838
+ 7.23%
$17.81 - $18.39 $14.9K - $15.4K
12.4K $226K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2
+ 0.05%
$78.88 - $85.2 $158 - $170
3.99K $332K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 1.12%
$459.11 - $506.91 $3.67K - $4.06K
725 $364K
JBL
Jabil Inc

Technology
59
+ 2.13%
$202.08 - $234.45 $11.9K - $13.8K
2.82K $613K
Blackrock Inc
2
+ 0.68%
N/A
296 $0
Brightspring Health Svcs Inc
4.56K
+ 30.67%
N/A
19.4K $0
DJP
Barclays Bank PLC

ETFs
17
+ 0.2%
N/A
8.38K $270K
ABT
Abbott Laboratories

Healthcare
16
+ 0.71%
$120.51 - $136.62 $1.93K - $2.19K
2.26K $302K
CAC
Camden National Corp

Financial Services
4
+ 0.08%
$36.6 - $43.51 $146 - $174
5.3K $204K
EXEL
Exelixis, Inc.

Healthcare
635
+ 4.68%
$36.22 - $46.25 $23K - $29.4K
14.2K $586K
AXS
Axis Capital Holdings LTD

Financial Services
2
+ 0.04%
$93.33 - $102.44 $187 - $205
4.71K $451K
HRB
H&R Block Inc

Consumer Cyclical
679
+ 2.63%
$49.28 - $56.76 $33.5K - $38.5K
26.5K $1.34M
VIRT
Virtu Financial, Inc.

Financial Services
119
+ 0.58%
$34.87 - $45.12 $4.15K - $5.37K
20.6K $730K
Activity Summary
Buys All Purchases 569 New Holdings 520 Increased Positions 49 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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