Measured Wealth Private Client Group, LLC Reduced Holdings in Q4 2024

Measured Wealth Private Client Group, LLC

  • $307 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-34.6K
- 29.65%
$81.74 - $91.38 $2.83M - $3.16M
82K $7.21M
SPMD
Spdr Portfolio

ETFs
-28.1K
- 10.26%
$54.13 - $59.56 $1.52M - $1.67M
246K $13.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.51K
- 0.67%
$51.09 - $55.27 $179K - $194K
521K $26.6M
ESNT
Essent Group Ltd.

Financial Services
-8.51K
- 60.68%
$52.73 - $64.9 $449K - $552K
5.51K $300K
STLD
Steel Dynamics Inc

Basic Materials
-4.74K
- 67.37%
N/A
2.3K $225K
RDN
Radian Group Inc

Financial Services
-10.2K
- 42.79%
$31.67 - $35.84 $324K - $366K
13.7K $433K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.23K
- 4.41%
$567.81 - $607.81 $698K - $747K
26.7K $15.6M
DELL
Dell Technologies Inc.

Technology
-3.07K
- 53.64%
$111.96 - $144.21 $343K - $442K
2.65K $305K
DGRO
Ishares Core Dividend Growth E

ETFs
-3.71K
- 6.77%
$60.73 - $64.94 $225K - $241K
51.1K $3.13M
UNH
Unitedhealth Group Inc

Healthcare
-144
- 6.56%
$485.52 - $625.25 $69.9K - $90K
2.05K $1.04M
OEF
Ishares S&P 100 ETF

ETFs
-830
- 6.25%
N/A
12.4K $3.31M
IRM
Iron Mountain Inc

Real Estate
-309
- 3.2%
$101.62 - $128.14 $31.4K - $39.6K
9.35K $982K
MTG
Mgic Investment Corp

Financial Services
-1.91K
- 3.2%
$23.32 - $26.4 $44.6K - $50.5K
57.9K $1.37M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-362
- 41.0%
$370.24 - $418.94 $134K - $152K
521 $209K
MRK
Merck & Co., Inc.

Healthcare
-493
- 12.0%
$96.31 - $114.76 $47.5K - $56.6K
3.62K $359K
ACT
Enact Holdings, Inc.

Financial Services
-6
- 0.02%
$32.36 - $36.93 $194 - $222
26.6K $860K
ABBV
Abb Vie Inc.

Healthcare
-172
- 5.29%
$164.99 - $203.87 $28.4K - $35.1K
3.08K $546K
CAT
Caterpillar Inc

Industrials
-20
- 0.8%
$360.37 - $416.88 $7.21K - $8.34K
2.49K $903K
AVGO
Broadcom Inc.

Technology
-4.95K
- 27.39%
$159.67 - $250.0 $790K - $1.24M
13.1K $3.04M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-3.69K
- 19.53%
$17.65 - $18.18 $65.1K - $67K
15.2K $268K
JNJ
Johnson & Johnson

Healthcare
-19
- 0.55%
$143.34 - $165.86 $2.72K - $3.15K
3.46K $499K
MATX
Matson, Inc.

Industrials
-273
- 9.95%
$131.18 - $167.37 $35.8K - $45.7K
2.47K $333K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-806
- 2.66%
$40.38 - $44.35 $32.5K - $35.7K
29.5K $1.21M
VV
Vanguard Large Cap ETF

ETFs
-375
- 5.28%
$260.27 - $280.65 $97.6K - $105K
6.72K $1.81M
AIT
Applied Industrial Technologies Inc

Industrials
-556
- 11.46%
$220.05 - $280.49 $122K - $156K
4.29K $1.03M
LOW
Lowes Companies Inc

Consumer Cyclical
-3
- 0.16%
$244.52 - $284.07 $734 - $852
1.9K $469K
HD
Home Depot, Inc.

Consumer Cyclical
-79
- 9.71%
$385.02 - $431.37 $30.4K - $34.1K
735 $285K
ACN
Accenture PLC

Technology
-110
- 7.77%
$343.9 - $376.86 $37.8K - $41.5K
1.31K $459K
IVV
Ishares Core S&P 500 ETF

ETFs
-230
- 2.81%
$570.51 - $610.59 $131K - $140K
7.94K $4.67M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-16
- 4.83%
$1124.26 - $1344.96 $18K - $21.5K
315 $396K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-142
- 13.06%
$238.25 - $261.28 $33.8K - $37.1K
945 $228K
AFL
Aflac Inc

Financial Services
-75
- 2.38%
$100.37 - $115.27 $7.53K - $8.65K
3.07K $317K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-380
- 3.7%
$63.58 - $71.15 $24.2K - $27K
9.9K $643K
PG
Procter & Gamble CO

Consumer Defensive
-67
- 3.41%
$161.05 - $179.7 $10.8K - $12K
1.9K $317K
RGA
Reinsurance Group Of America Inc

Financial Services
-8
- 0.18%
$201.26 - $231.95 $1.61K - $1.86K
4.44K $948K
DFAT
Dimensional ETF Tr U S Target

ETFs
-295
- 1.09%
$54.54 - $61.04 $16.1K - $18K
26.7K $1.49M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-47
- 1.03%
$69.58 - $74.87 $3.27K - $3.52K
4.53K $317K
MLI
Mueller Industries Inc

Industrials
-786
- 8.03%
$71.2 - $95.34 $56K - $74.9K
9K $714K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8
- 1.07%
$442.29 - $483.08 $3.54K - $3.86K
739 $334K
APD
Air Products & Chemicals, Inc.

Basic Materials
-5
- 0.65%
$285.5 - $335.62 $1.43K - $1.68K
763 $221K
DJP
Barclays Bank PLC

ETFs
-176
- 1.94%
N/A
8.89K $287K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-15
- 0.57%
$86.65 - $94.9 $1.3K - $1.42K
2.61K $226K
GOOGL
Alphabet Inc.

Communication Services
-307
- 12.79%
$161.86 - $196.66 $49.7K - $60.4K
2.09K $396K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-38
- 0.94%
$78.43 - $87.17 $2.98K - $3.31K
3.99K $319K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-11
- 0.4%
$84.34 - $95.14 $928 - $1.05K
2.76K $240K
Celestica Inc
-1.53K
- 20.94%
N/A
5.79K $0
VO
Vanguard Mid Cap ETF

ETFs
-1
- 0.02%
$261.5 - $284.63 $262 - $285
4.4K $1.16M
JBL
Jabil Inc

Technology
-661
- 16.51%
$118.97 - $147.77 $78.6K - $97.7K
3.34K $480K
AER
Aer Cap Holdings N.V.

Industrials
-5
- 0.1%
$91.85 - $100.3 $459 - $502
4.93K $471K
Activity Summary
Buys All Purchases 90 New Holdings 21 Increased Positions 69 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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