Measured Wealth Private Client Group, LLC New Holdings in Q2 2025

Measured Wealth Private Client Group, LLC

  • $330 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
21.7K
New
$42.2 - $47.37 $914K - $1.03M
21.7K $940K
NFG
National Fuel Gas CO

Energy
10.3K
New
$73.0 - $86.01 $755K - $889K
10.3K $875K
MO
Altria Group, Inc.

Consumer Defensive
14.5K
New
$55.56 - $60.91 $805K - $883K
14.5K $849K
VZ
Verizon Communications Inc

Communication Services
17.8K
New
$41.67 - $45.62 $743K - $813K
17.8K $771K
MCHI
Ishares Msci China ETF

ETFs
12K
New
$45.22 - $55.86 $543K - $671K
12K $661K
CALM
Cal Maine Foods Inc

Consumer Defensive
5.8K
New
$90.17 - $103.07 $523K - $598K
5.8K $577K
ITRI
Itron, Inc.

Technology
3.94K
New
$92.04 - $132.78 $363K - $523K
3.94K $518K
BMA
Macro Bank Inc.

Financial Services
7.37K
New
$64.88 - $96.54 $478K - $711K
7.37K $517K
BPOP
Popular, Inc.

Financial Services
4.59K
New
$81.63 - $110.51 $374K - $507K
4.59K $505K
META
Meta Platforms, Inc.

Communication Services
558
New
$484.66 - $738.09 $270K - $412K
558 $411K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.85K
New
$109.83 - $131.67 $313K - $375K
2.85K $361K
OHI
Omega Healthcare Investors Inc

Real Estate
9.78K
New
$35.55 - $39.05 $348K - $382K
9.78K $358K
TTMI
Ttm Technologies Inc

Technology
8.65K
New
$17.57 - $40.82 $152K - $353K
8.65K $353K
KD
Kyndryl Holdings, Inc.

Technology
7.86K
New
$27.77 - $41.96 $218K - $330K
7.86K $329K
BAP
Credicorp LTD

Financial Services
1.43K
New
$169.89 - $223.9 $243K - $320K
1.43K $319K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
14.6K
New
$16.82 - $21.97 $245K - $320K
14.6K $319K
COST
Costco Wholesale Corp

Consumer Defensive
307
New
$908.13 - $1056.85 $279K - $324K
307 $303K
CEG
Constellation Energy Corp

Utilities
846
New
$170.96 - $322.76 $145K - $273K
846 $273K
GOOGL
Alphabet Inc.

Communication Services
1.55K
New
$144.7 - $178.6 $225K - $277K
1.55K $273K
BAC
Bank Of America Corp

Financial Services
4.98K
New
$34.39 - $47.46 $171K - $236K
4.98K $235K
KO
Coca Cola CO

Consumer Defensive
3.15K
New
$68.37 - $73.9 $216K - $233K
3.15K $223K
CAH
Cardinal Health Inc

Healthcare
1.25K
New
$125.0 - $168.0 $157K - $211K
1.25K $210K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
926
New
$141.37 - $228.57 $131K - $212K
926 $209K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.53K
New
$108.12 - $135.04 $165K - $206K
1.53K $206K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.09K
New
$149.76 - $186.42 $164K - $204K
1.09K $203K
Barrick Mng Corp
33.4K
New
N/A
33.4K $0
Brightspring Health Svcs Inc
14.9K
New
N/A
14.9K $0
Grupo Cibest Sa
9.45K
New
N/A
9.45K $0
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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