Measured Wealth Private Client Group, LLC Reduced Holdings in Q1 2024

Measured Wealth Private Client Group, LLC

  • $285 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
-120K
- 26.05%
$47.16 - $53.34 $5.67M - $6.42M
341K $18.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-24.5K
- 43.93%
$92.18 - $98.72 $2.25M - $2.41M
31.2K $2.95M
AAPL
Apple Inc.

Technology
-4.31K
- 15.58%
$169.0 - $195.18 $729K - $841K
23.4K $4.01M
XLC
Select Sector Spdr Tr Communic

ETFs
-15.7K
- 85.9%
$71.74 - $81.82 $1.12M - $1.28M
2.57K $210K
ORI
Old Republic International Corp

Financial Services
-24.7K
- 75.16%
$27.48 - $30.72 $678K - $758K
8.16K $250K
DJP
Barclays Bank PLC

ETFs
-12.6K
- 33.12%
$29.41 - $31.2 $371K - $394K
25.5K $792K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.42K
- 55.94%
$164.99 - $234.17 $400K - $568K
1.91K $429K
FSK
Fs Kkr Capital Corp

Financial Services
-15.5K
- 43.86%
$18.36 - $20.89 $285K - $324K
19.8K $378K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-799
- 47.56%
$429.43 - $481.35 $343K - $385K
881 $423K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-14.1K
- 52.78%
$21.74 - $22.97 $307K - $324K
12.6K $290K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.18K
- 3.88%
$96.75 - $99.37 $211K - $216K
53.9K $5.28M
WOR
Worthington Industries Inc

Industrials
-4.82K
- 58.98%
$52.6 - $66.98 $254K - $323K
3.35K $208K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-5.89K
- 60.93%
$55.67 - $81.16 $328K - $478K
3.78K $306K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3.11K
- 36.23%
$80.09 - $87.23 $249K - $271K
5.47K $476K
CSCO
Cisco Systems, Inc.

Technology
-3.8K
- 26.56%
$48.06 - $52.33 $183K - $199K
10.5K $524K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-3.15K
- 18.59%
$70.29 - $76.0 $222K - $240K
13.8K $1.05M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.19K
- 21.64%
$77.43 - $82.98 $169K - $181K
7.92K $656K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-3.92K
- 25.57%
$73.37 - $87.29 $287K - $342K
11.4K $995K
ABT
Abbott Laboratories

Healthcare
-1.5K
- 31.35%
$109.52 - $120.96 $164K - $181K
3.29K $373K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-3.1K
- 17.03%
$62.43 - $65.87 $193K - $204K
15.1K $993K
LLY
Eli Lilly & CO

Healthcare
-515
- 34.06%
$592.2 - $792.28 $305K - $408K
997 $775K
GILD
Gilead Sciences, Inc.

Healthcare
-585
- 10.52%
$71.58 - $87.29 $41.9K - $51.1K
4.98K $364K
AGZ
Ishares Agency Bond ETF

ETFs
-634
- 2.37%
$107.41 - $108.76 $68.1K - $69K
26.1K $2.82M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.39K
- 25.55%
$31.12 - $32.54 $74.4K - $77.8K
6.97K $224K
ON
On Semiconductor Corp

Technology
-238
- 6.57%
$70.19 - $82.96 $16.7K - $19.7K
3.39K $249K
CI
Cigna Corp

Healthcare
-423
- 24.68%
$297.82 - $363.34 $126K - $154K
1.29K $468K
ADI
Analog Devices Inc

Technology
-174
- 9.77%
$184.69 - $201.37 $32.1K - $35K
1.61K $317K
UNM
Unum Group

Financial Services
-2.11K
- 20.52%
$45.18 - $53.7 $95.5K - $114K
8.19K $439K
NUE
Nucor Corp

Basic Materials
-649
- 14.79%
$166.4 - $198.56 $108K - $129K
3.74K $739K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-488
- 3.89%
$56.66 - $62.34 $27.7K - $30.4K
12.1K $751K
BLK
Black Rock Inc.

Financial Services
-2
- 0.5%
$774.31 - $842.06 $1.55K - $1.68K
395 $329K
EEMV
Ishares Msci Emerging Markets

ETFs
-7
- 0.08%
$53.47 - $57.27 $374 - $401
9K $509K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-638
- 1.08%
$16.74 - $17.43 $10.7K - $11.1K
58.3K $1.01M
PEP
Pepsico Inc

Consumer Defensive
-15
- 0.4%
$162.04 - $175.01 $2.43K - $2.63K
3.72K $650K
VO
Vanguard Mid Cap ETF

ETFs
-236
- 5.08%
$225.86 - $249.86 $53.3K - $59K
4.41K $1.1M
DBA
Invesco Db Agriculture Fund

ETFs
-1.5K
- 10.36%
$20.51 - $24.76 $30.8K - $37.2K
13K $321K
ATKR
Atkore Inc.

Industrials
-621
- 13.1%
$142.6 - $190.36 $88.6K - $118K
4.12K $784K
DFAT
Dimensional ETF Tr U S Target

ETFs
-744
- 2.27%
$49.45 - $54.43 $36.8K - $40.5K
32.1K $1.75M
MDT
Medtronic PLC

Healthcare
-7
- 0.11%
$82.84 - $88.09 $580 - $617
6.6K $575K
VTI
Vanguard Total Stock Market Et

ETFs
-352
- 6.23%
$232.77 - $260.14 $81.9K - $91.6K
5.3K $1.38M
OC
Owens Corning

Industrials
-5
- 0.18%
$139.95 - $167.21 $700 - $836
2.75K $458K
AMAT
Applied Materials Inc

Technology
-119
- 6.36%
$149.0 - $212.61 $17.7K - $25.3K
1.75K $361K
LOW
Lowes Companies Inc

Consumer Cyclical
-30
- 1.44%
$210.55 - $261.0 $6.32K - $7.83K
2.06K $523K
AMZN
Amazon Com Inc

Consumer Cyclical
-48
- 1.87%
$144.57 - $180.38 $6.94K - $8.66K
2.51K $453K
VV
Vanguard Large Cap ETF

ETFs
-322
- 4.34%
$214.62 - $240.49 $69.1K - $77.4K
7.1K $1.7M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-187
- 1.0%
$50.79 - $56.98 $9.5K - $10.7K
18.5K $1.05M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-517
- 1.49%
$36.22 - $40.9 $18.7K - $21.1K
34.3K $1.4M
RS
Reliance Steel & Aluminum CO

Basic Materials
-9
- 0.35%
$275.61 - $336.9 $2.48K - $3.03K
2.58K $862K
MRK
Merck & Co., Inc.

Healthcare
-31
- 0.49%
$113.24 - $131.95 $3.51K - $4.09K
6.24K $823K
Activity Summary
Buys All Purchases 89 New Holdings 18 Increased Positions 71 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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