Measured Wealth Private Client Group, LLC Incresed Positions in Q2 2025

Measured Wealth Private Client Group, LLC

  • $330 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.84K
+ 1.99%
$152.93 - $181.74 $434K - $516K
145K $26.4M
XLC
Select Sector Spdr Tr Communic

ETFs
2.06K
+ 2.97%
$86.13 - $108.53 $178K - $224K
71.5K $7.76M
MSFT
Microsoft Corp

Technology
180
+ 2.8%
$354.56 - $497.45 $63.8K - $89.5K
6.6K $3.28M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
486
+ 0.28%
$114.78 - $133.31 $55.8K - $64.8K
174K $23.2M
XLU
Utilities Sector Spdr

ETFs
6.35K
+ 13.83%
$73.09 - $82.77 $464K - $525K
52.2K $4.27M
XLF
Financial Sector Spdr

ETFs
7.37K
+ 11.24%
$43.92 - $52.37 $324K - $386K
72.9K $3.82M
DGRO
Ishares Core Dividend Growth E

ETFs
6.91K
+ 13.53%
$55.22 - $63.94 $382K - $442K
58K $3.71M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
10.4K
+ 29.89%
$27.65 - $36.12 $288K - $376K
45.3K $1.63M
C
Citigroup Inc

Financial Services
3.4K
+ 22.91%
$58.13 - $85.12 $197K - $289K
18.2K $1.55M
JPM
Jpmorgan Chase & CO

Financial Services
625
+ 9.05%
$210.28 - $289.91 $131K - $181K
7.53K $2.18M
SYF
Synchrony Financial

Financial Services
2.56K
+ 19.36%
$43.81 - $66.74 $112K - $171K
15.8K $1.05M
HWC
Hancock Whitney Corp

Financial Services
4.29K
+ 47.79%
$46.05 - $58.03 $198K - $249K
13.3K $761K
FLEX
Flex Ltd.

Technology
653
+ 4.35%
$26.68 - $50.09 $17.4K - $32.7K
15.7K $781K
SANM
Sanmina Corp

Technology
2.06K
+ 60.34%
$67.3 - $98.07 $138K - $202K
5.47K $534K
APP
App Lovin Corp

Technology
157
+ 6.68%
$219.37 - $417.89 $34.4K - $65.6K
2.51K $877K
UGI
Ugi Corp

Utilities
5.1K
+ 25.45%
$30.18 - $36.59 $154K - $187K
25.1K $915K
MTG
Mgic Investment Corp

Financial Services
1.67K
+ 2.78%
$22.43 - $28.1 $37.5K - $47K
61.9K $1.72M
IBKR
Interactive Brokers Group, Inc.

Financial Services
9.86K
+ 327.49%
$50.53 - $212.53 $498K - $2.1M
12.9K $713K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1.03K
+ 40.88%
$97.32 - $136.25 $101K - $141K
3.56K $452K
IBM
International Business Machines Corp

Technology
394
+ 23.4%
$221.03 - $294.78 $87.1K - $116K
2.08K $612K
VIRT
Virtu Financial, Inc.

Financial Services
1.41K
+ 7.39%
$32.82 - $44.79 $46.2K - $63.1K
20.5K $916K
XLB
Select Sector Spdr Fd Material

ETFs
1.25K
+ 2.92%
$74.27 - $88.92 $93.1K - $111K
44.1K $3.87M
UNM
Unum Group

Financial Services
2.37K
+ 24.46%
$70.48 - $82.91 $167K - $196K
12K $971K
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
DORM
Dorman Products, Inc.

Consumer Cyclical
829
+ 21.13%
$108.29 - $132.03 $89.8K - $109K
4.75K $582K
RTX
Raytheon Technologies Corp

Industrials
478
+ 16.38%
$113.75 - $148.48 $54.4K - $71K
3.4K $495K
CSCO
Cisco Systems, Inc.

Technology
978
+ 18.41%
$53.19 - $69.38 $52K - $67.9K
6.29K $436K
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
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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