Measured Wealth Private Client Group, LLC New Holdings in Q3 2025

Measured Wealth Private Client Group, LLC

  • $364 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
9.52K
New
$58.75 - $76.5 $559K - $729K
9.52K $717K
FHI
Federated Hermes, Inc.

Financial Services
11.8K
New
$44.78 - $54.1 $530K - $640K
11.8K $614K
EEM
Ishares Msci Emerging Markets

ETFs
10.9K
New
$48.07 - $53.4 $524K - $582K
10.9K $582K
AZZ
Azz Inc

Industrials
4.9K
New
$96.74 - $119.54 $474K - $586K
4.9K $534K
MCY
Mercury General Corp

Financial Services
6.28K
New
$65.82 - $84.78 $413K - $532K
6.28K $532K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
10.4K
New
$24.17 - $29.62 $252K - $309K
10.4K $300K
PTCT
Ptc Therapeutics, Inc.

Healthcare
4.7K
New
$43.3 - $62.88 $203K - $295K
4.7K $288K
TSLA
Tesla, Inc.

Consumer Cyclical
503
New
$293.94 - $444.72 $148K - $224K
503 $223K
PRIM
Primoris Services Corp

Industrials
1.62K
New
$79.61 - $137.33 $129K - $223K
1.62K $223K
NEM
Newmont Corp

Basic Materials
2.58K
New
$57.35 - $85.25 $148K - $220K
2.58K $217K
DVY
Ishares Tr

ETFs
1.43K
New
$133.88 - $142.57 $192K - $204K
1.43K $203K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
50.3K
New
$3.51 - $4.74 $176K - $238K
50.3K $200K
FIX
Comfort Systems Usa Inc

Industrials
238
New
$521.66 - $825.18 $124K - $196K
238 $196K
SO
Southern CO

Utilities
2.05K
New
$90.83 - $96.0 $187K - $197K
2.05K $194K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
2.91K
New
$59.28 - $71.9 $172K - $209K
2.91K $192K
AJG
Arthur J. Gallagher & Co.

Financial Services
621
New
$284.17 - $319.49 $176K - $198K
621 $192K
WFC
Wells Fargo & Company

Financial Services
2.3K
New
$77.05 - $85.16 $177K - $195K
2.3K $192K
MTB
M&T Bank Corp

Financial Services
968
New
$183.74 - $204.05 $178K - $198K
968 $191K
GTX
Garrett Motion Inc.

Consumer Cyclical
13.9K
New
$10.72 - $13.99 $150K - $195K
13.9K $189K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
572
New
$275.84 - $326.36 $158K - $187K
572 $186K
NTRS
Northern Trust Corp

Financial Services
1.38K
New
$123.6 - $134.6 $171K - $186K
1.38K $185K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.46K
New
$72.01 - $74.44 $177K - $183K
2.46K $180K
VC
Visteon Corp

Consumer Cyclical
1.5K
New
$98.77 - $128.76 $148K - $192K
1.5K $179K
IWF
Ishares Russell 1000 Gr ETF

ETFs
383
New
$420.11 - $472.68 $161K - $181K
383 $179K
BK
Bank Of New York Mellon Corp

Financial Services
1.64K
New
$90.65 - $109.75 $149K - $180K
1.64K $178K
SNA
Snap On Inc

Industrials
498
New
$313.01 - $346.53 $156K - $173K
498 $172K
UNP
Union Pacific Corp

Industrials
731
New
$214.91 - $237.16 $157K - $173K
731 $172K
VTV
Vanguard Value ETF

ETFs
923
New
$175.51 - $186.57 $162K - $172K
923 $172K
WM
Waste Management Inc

Industrials
772
New
$213.88 - $237.1 $165K - $183K
772 $170K
HON
Honeywell International Inc

Industrials
799
New
$207.7 - $240.4 $166K - $192K
799 $168K
CMI
Cummins Inc

Industrials
395
New
$327.85 - $426.39 $130K - $168K
395 $166K
EWBC
East West Bancorp Inc

Financial Services
1.56K
New
$97.41 - $109.7 $152K - $172K
1.56K $166K
WEC
Wec Energy Group, Inc.

Utilities
1.41K
New
$103.66 - $114.59 $146K - $162K
1.41K $161K
NUE
Nucor Corp

Basic Materials
1.17K
New
$133.3 - $150.33 $156K - $176K
1.17K $158K
FCX
Freeport Mcmoran Inc

Basic Materials
4.03K
New
$35.34 - $47.21 $142K - $190K
4.03K $158K
TXN
Texas Instruments Inc

Technology
776
New
N/A
776 $151K
FTDR
Frontdoor, Inc.

Consumer Cyclical
2.22K
New
$54.88 - $68.04 $122K - $151K
2.22K $149K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.58K
New
$87.69 - $96.0 $139K - $152K
1.58K $149K
IVE
Ishares S&P 500 Value ETF

ETFs
708
New
$194.44 - $206.51 $138K - $146K
708 $146K
YUM
Yum Brands Inc

Consumer Cyclical
938
New
$139.5 - $153.94 $131K - $144K
938 $142K
GWW
W.W. Grainger, Inc.

Industrials
148
New
$932.44 - $1059.49 $138K - $157K
148 $141K
SF
Stifel Financial Corp

Financial Services
1.24K
New
$105.26 - $116.4 $131K - $145K
1.24K $141K
AYI
Acuity Brands Inc

Industrials
404
New
$287.07 - $344.52 $116K - $139K
404 $139K
GOOG
Alphabet Inc.

Communication Services
537
New
$175.16 - $255.24 $94.1K - $137K
537 $130K
TRGP
Targa Resources Corp.

Energy
777
New
$160.52 - $174.4 $125K - $136K
777 $130K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
4.69K
New
$24.04 - $27.04 $113K - $127K
4.69K $124K
ORCL
Oracle Corp

Technology
441
New
$218.96 - $328.33 $96.6K - $145K
441 $124K
BDX
Becton Dickinson & CO

Healthcare
661
New
$172.41 - $199.66 $114K - $132K
661 $123K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.86K
New
$62.09 - $66.51 $115K - $123K
1.86K $121K
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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