Measured Wealth Private Client Group, LLC Incresed Positions in Q1 2025

Measured Wealth Private Client Group, LLC

  • $309 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
57.5K
+ 51.57%
$109.66 - $136.26 $6.31M - $7.84M
169K $18.6M
GLD
Spdr Gold Trust

ETFs
1.57K
+ 2.42%
$243.19 - $288.14 $381K - $451K
66.2K $19.1M
XLV
Select Sector Spdr Fund Health

ETFs
17.5K
+ 18.08%
$137.61 - $149.68 $2.4M - $2.61M
114K $16.6M
XLF
Financial Sector Spdr

ETFs
55.3K
+ 535.54%
$47.32 - $52.19 $2.61M - $2.88M
65.6K $3.27M
IYR
Ishares Tr

ETFs
28K
+ 145.04%
$89.49 - $98.98 $2.51M - $2.77M
47.3K $4.53M
XLP
Consumer Staples Sector Spdr

ETFs
28.6K
+ 31.88%
N/A
118K $8.98M
XLB
Select Sector Spdr Fd Material

ETFs
19.9K
+ 86.74%
$83.19 - $90.99 $1.66M - $1.81M
42.9K $3.68M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.73K
+ 3.42%
$126.11 - $135.06 $722K - $773K
173K $22.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.84K
+ 7.65%
$85.29 - $92.57 $413K - $448K
68.1K $6.2M
BMY
Bristol Myers Squibb CO

Healthcare
9.1K
+ 81.54%
$53.9 - $63.11 $491K - $574K
20.3K $1.24M
UNM
Unum Group

Financial Services
2.39K
+ 32.88%
$71.8 - $83.34 $172K - $199K
9.67K $787K
UHS
Universal Health Services Inc

Healthcare
1.2K
+ 42.78%
$163.99 - $193.27 $197K - $232K
4.01K $753K
ORI
Old Republic International Corp

Financial Services
4.31K
+ 22.56%
$33.46 - $39.22 $144K - $169K
23.4K $917K
TRV
Travelers Companies, Inc.

Financial Services
658
+ 46.21%
$232.43 - $265.13 $153K - $174K
2.08K $550K
ACIW
Aci Worldwide, Inc.

Technology
3.48K
+ 62.28%
$50.38 - $57.35 $176K - $200K
9.08K $496K
HRB
H&R Block Inc

Consumer Cyclical
2.89K
+ 12.89%
$49.96 - $55.97 $144K - $162K
25.3K $1.39M
IAG
Iamgold Corp

Basic Materials
17.7K
+ 25.92%
$5.11 - $6.61 $90.3K - $117K
85.9K $536K
DORM
Dorman Products, Inc.

Consumer Cyclical
1.71K
+ 76.95%
$120.54 - $134.79 $206K - $230K
3.92K $472K
T
At&T Inc.

Communication Services
3.4K
+ 23.36%
$21.56 - $28.28 $73.3K - $96.2K
18K $508K
VIRT
Virtu Financial, Inc.

Financial Services
3.56K
+ 22.98%
$34.19 - $40.96 $122K - $146K
19.1K $726K
INGR
Ingredion Inc

Consumer Defensive
1.26K
+ 24.73%
$125.6 - $137.36 $158K - $172K
6.33K $855K
GPS
Gap Inc

Consumer Cyclical
7.41K
+ 22.17%
N/A
40.8K $823K
IBM
International Business Machines Corp

Technology
437
+ 35.04%
$217.4 - $264.74 $95K - $116K
1.68K $418K
SYF
Synchrony Financial

Financial Services
4.47K
+ 51.14%
$51.9 - $70.63 $232K - $316K
13.2K $699K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
794
+ 3.28%
$95.85 - $99.25 $76.1K - $78.8K
25K $2.47M
ACT
Enact Holdings, Inc.

Financial Services
1.84K
+ 6.92%
$31.15 - $35.03 $57.3K - $64.4K
28.4K $987K
AYI
Acuity Brands Inc

Industrials
691
+ 32.75%
$257.8 - $337.07 $178K - $233K
2.8K $737K
MTG
Mgic Investment Corp

Financial Services
2.32K
+ 4.01%
$22.56 - $25.71 $52.4K - $59.7K
60.2K $1.49M
DVA
Davita Inc.

Healthcare
732
+ 29.41%
$140.0 - $177.35 $102K - $130K
3.22K $492K
NRG
Nrg Energy, Inc.

Utilities
799
+ 10.35%
$84.82 - $113.33 $67.8K - $90.6K
8.52K $813K
GM
General Motors CO

Consumer Cyclical
3.99K
+ 31.21%
$45.22 - $54.92 $180K - $219K
16.8K $788K
CIB
Bancolombia Sa

Financial Services
700
+ 7.91%
$31.99 - $44.29 $22.4K - $31K
9.55K $383K
CNA
Cna Financial Corp

Financial Services
1.38K
+ 9.9%
$45.86 - $51.0 $63.5K - $70.6K
15.4K $780K
MCK
Mckesson Corp

Healthcare
37
+ 5.57%
$566.21 - $672.99 $20.9K - $24.9K
701 $471K
MFC
Manulife Financial Corp

Financial Services
2.1K
+ 4.37%
$28.41 - $31.82 $59.5K - $66.7K
50K $1.56M
FBP
First Bancorp

Financial Services
3.14K
+ 9.18%
$17.43 - $21.08 $54.7K - $66.1K
37.3K $715K
R
Ryder System Inc

Industrials
1.23K
+ 16.0%
$136.38 - $170.92 $168K - $211K
8.93K $1.28M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
1.66K
+ 5.01%
$30.59 - $33.02 $50.8K - $54.9K
34.8K $1.11M
EBAY
Ebay Inc

Consumer Cyclical
462
+ 7.92%
$61.61 - $70.93 $28.5K - $32.8K
6.3K $426K
AXS
Axis Capital Holdings LTD

Financial Services
92
+ 1.99%
$85.54 - $100.24 $7.87K - $9.22K
4.72K $472K
KR
Kroger CO

Consumer Defensive
198
+ 2.83%
$58.36 - $67.72 $11.6K - $13.4K
7.19K $486K
APAM
Artisan Partners Asset Management Inc.

Financial Services
2.59K
+ 22.69%
$38.51 - $45.32 $99.9K - $118K
14K $548K
EME
Emcor Group, Inc.

Industrials
490
+ 32.75%
$361.16 - $535.99 $177K - $263K
1.99K $734K
SF
Stifel Financial Corp

Financial Services
1.38K
+ 21.41%
$91.62 - $117.6 $126K - $162K
7.8K $735K
PHM
Pultegroup Inc

Consumer Cyclical
651
+ 22.5%
$101.09 - $118.51 $65.8K - $77.2K
3.54K $364K
AER
Aer Cap Holdings N.V.

Industrials
154
+ 3.13%
$94.11 - $105.78 $14.5K - $16.3K
5.08K $519K
ABT
Abbott Laboratories

Healthcare
9
+ 0.39%
$111.1 - $140.22 $1K - $1.26K
2.33K $309K
GFF
Griffon Corp

Industrials
627
+ 15.88%
$68.06 - $80.91 $42.7K - $50.7K
4.58K $327K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.07%
$225.19 - $279.95 $1.13K - $1.4K
6.91K $1.69M
Activity Summary
Buys All Purchases 84 New Holdings 24 Increased Positions 60 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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