Measured Wealth Private Client Group, LLC New Holdings in Q1 2025

Measured Wealth Private Client Group, LLC

  • $309 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
69.5K
New
$94.84 - $105.31 $6.59M - $7.32M
69.5K $6.7M
C
Citigroup Inc

Financial Services
14.8K
New
$67.23 - $84.63 $996K - $1.25M
14.8K $1.05M
IP
International Paper CO

Consumer Cyclical
19.4K
New
$49.38 - $60.09 $959K - $1.17M
19.4K $1.04M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
UGI
Ugi Corp

Utilities
20K
New
$28.0 - $34.16 $561K - $685K
20K $662K
MWA
Mueller Water Products, Inc.

Industrials
25.1K
New
$21.65 - $28.24 $544K - $710K
25.1K $639K
TYL
Tyler Technologies Inc

Technology
1.06K
New
$553.41 - $646.74 $589K - $688K
1.06K $618K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
9.18K
New
$51.39 - $57.43 $472K - $527K
9.18K $509K
HWC
Hancock Whitney Corp

Financial Services
8.98K
New
$49.61 - $61.03 $445K - $548K
8.98K $470K
PLMR
Palomar Holdings, Inc.

Financial Services
3.35K
New
$101.51 - $137.08 $340K - $459K
3.35K $458K
EXEL
Exelixis, Inc.

Healthcare
11.4K
New
$32.38 - $39.16 $371K - $448K
11.4K $422K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
3.3K
New
$120.07 - $144.17 $396K - $476K
3.3K $409K
TGNA
Tegna Inc

Communication Services
22.2K
New
$16.63 - $18.95 $370K - $422K
22.2K $405K
SNV
Synovus Financial Corp

Financial Services
8.58K
New
$43.7 - $56.87 $375K - $488K
8.58K $400K
HBAN
Huntington Bancshares Inc

Financial Services
22.5K
New
$14.28 - $17.39 $321K - $392K
22.5K $337K
SANM
Sanmina Corp

Technology
3.41K
New
$73.38 - $90.52 $250K - $309K
3.41K $259K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
2.53K
New
$89.88 - $110.11 $227K - $278K
2.53K $254K
LNC
Lincoln National Corp

Financial Services
6.57K
New
$30.06 - $39.23 $197K - $258K
6.57K $235K
CAC
Camden National Corp

Financial Services
5.29K
New
$40.28 - $46.52 $213K - $246K
5.29K $214K
AJG
Arthur J. Gallagher & Co.

Financial Services
605
New
$275.89 - $345.24 $167K - $209K
605 $208K
GD
General Dynamics Corp

Industrials
745
New
$241.94 - $272.58 $180K - $203K
745 $203K
NRZ
New Residential Investment Corp.

Real Estate
14.2K
New
N/A
14.2K $103K
RYH
Invesco S&P 500 Equal Weight H

ETFs
20.1K
New
N/A
20.1K $0
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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