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

Measured Wealth Private Client Group, LLC

  • $330 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-22
- 0.01%
$91.92 - $110.2 $2.02K - $2.42K
169K $17.1M
JHG
Janus Henderson Group PLC

Financial Services
-23.6K
- 75.05%
$29.47 - $38.84 $697K - $918K
7.86K $305K
BMY
Bristol Myers Squibb CO

Healthcare
-5.98K
- 29.5%
$44.12 - $59.6 $264K - $356K
14.3K $661K
IP
International Paper CO

Consumer Cyclical
-7.51K
- 38.68%
$43.89 - $54.46 $330K - $409K
11.9K $557K
SPMD
Spdr Portfolio

ETFs
-14.4K
- 13.8%
$44.89 - $54.38 $646K - $783K
89.9K $4.89M
CNA
Cna Financial Corp

Financial Services
-7.39K
- 48.12%
$45.03 - $50.88 $333K - $376K
7.97K $370K
GM
General Motors CO

Consumer Cyclical
-8.76K
- 52.25%
$42.48 - $50.46 $372K - $442K
8K $393K
AGZ
Ishares Agency Bond ETF

ETFs
-3.44K
- 34.31%
$108.32 - $109.92 $372K - $378K
6.58K $721K
LEN
Lennar Corp

Consumer Cyclical
-2.48K
- 55.38%
$102.76 - $115.66 $255K - $287K
2K $221K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-7.56K
- 53.9%
$33.85 - $44.55 $256K - $337K
6.46K $286K
XLI
Industrial Sector Spdr

ETFs
-1.95K
- 29.64%
$116.42 - $147.52 $227K - $288K
4.64K $684K
PHM
Pultegroup Inc

Consumer Cyclical
-1.32K
- 37.27%
$92.02 - $106.54 $122K - $141K
2.22K $234K
CAT
Caterpillar Inc

Industrials
-464
- 35.26%
$273.94 - $388.21 $127K - $180K
852 $330K
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.85K
- 11.53%
$44.8 - $53.97 $128K - $154K
21.8K $1.18M
ABBV
Abb Vie Inc.

Healthcare
-15
- 0.58%
$170.16 - $206.27 $2.55K - $3.09K
2.57K $476K
PEP
Pepsico Inc

Consumer Defensive
-14
- 0.54%
$128.02 - $151.37 $1.79K - $2.12K
2.6K $343K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 0.83%
$483.48 - $539.8 $2.9K - $3.24K
717 $348K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.53K
- 5.24%
$36.25 - $42.28 $55.3K - $64.5K
27.6K $1.16M
MSI
Motorola Solutions, Inc.

Technology
-6
- 0.51%
$394.72 - $440.39 $2.37K - $2.64K
1.17K $493K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.35K
- 10.41%
$16.93 - $17.81 $22.8K - $24K
11.6K $206K
OEF
Ishares S&P 100 ETF

ETFs
-77
- 0.62%
N/A
12.3K $3.27M
AFL
Aflac Inc

Financial Services
-10
- 0.33%
$99.77 - $112.45 $998 - $1.12K
3.02K $317K
R
Ryder System Inc

Industrials
-955
- 10.69%
$130.14 - $160.88 $124K - $154K
7.98K $1.27M
KR
Kroger CO

Consumer Defensive
-597
- 8.31%
$64.62 - $74.0 $38.6K - $44.2K
6.59K $472K
PSX
Phillips 66

Energy
-7
- 0.31%
$92.87 - $125.73 $650 - $880
2.24K $267K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-149
- 5.61%
$67.03 - $80.35 $9.99K - $12K
2.51K $200K
NEE
Nextera Energy Inc

Utilities
-2
- 0.05%
$64.11 - $75.0 $128 - $150
4.29K $297K
ABT
Abbott Laboratories

Healthcare
-90
- 3.86%
$123.95 - $138.08 $11.2K - $12.4K
2.24K $304K
GILD
Gilead Sciences, Inc.

Healthcare
-11
- 0.53%
$96.91 - $113.0 $1.07K - $1.24K
2.07K $229K
DJP
Barclays Bank PLC

ETFs
-41
- 0.49%
N/A
8.36K $270K
Blackrock Inc
-2
- 0.68%
N/A
294 $0
Linde PLC
-2
- 0.22%
N/A
906 $0
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.46K
- 9.73%
$53.65 - $67.02 $78.4K - $97.9K
13.6K $908K
MCK
Mckesson Corp

Healthcare
-55
- 7.85%
$652.83 - $732.78 $35.9K - $40.3K
646 $473K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-2
- 0.05%
$66.87 - $79.47 $134 - $159
3.98K $316K
EBAY
Ebay Inc

Consumer Cyclical
-378
- 6.0%
$59.52 - $79.36 $22.5K - $30K
5.92K $440K
AXS
Axis Capital Holdings LTD

Financial Services
-5
- 0.11%
$87.23 - $106.93 $436 - $535
4.71K $488K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-295
- 3.01%
$52.31 - $63.72 $15.4K - $18.8K
9.51K $605K
IEFA
Ishares Tr

ETFs
-36
- 1.18%
$67.83 - $84.09 $2.44K - $3.03K
3.01K $251K
LHX
L3 Harris Technologies, Inc.

Industrials
-2
- 0.21%
$200.21 - $256.99 $400 - $514
959 $240K
FBP
First Bancorp

Financial Services
-613
- 1.64%
$16.84 - $21.1 $10.3K - $12.9K
36.7K $764K
VO
Vanguard Mid Cap ETF

ETFs
-151
- 3.43%
$228.54 - $279.83 $34.5K - $42.3K
4.25K $1.19M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-29
- 1.58%
$273.67 - $366.17 $7.94K - $10.6K
1.81K $662K
IRM
Iron Mountain Inc

Real Estate
-290
- 3.4%
$76.93 - $105.25 $22.3K - $30.5K
8.24K $845K
VV
Vanguard Large Cap ETF

ETFs
-190
- 2.83%
$228.25 - $285.3 $43.4K - $54.2K
6.53K $1.86M
VTI
Vanguard Total Stock Market Et

ETFs
-15
- 0.29%
$243.75 - $303.93 $3.66K - $4.56K
5.17K $1.57M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-628
- 4.77%
$54.6 - $70.83 $34.3K - $44.5K
12.5K $888K
APH
Amphenol Corp

Technology
-1
- 0.02%
$59.09 - $98.75 $59.1 - $98.8
6K $592K
JBL
Jabil Inc

Technology
-2
- 0.07%
$116.88 - $218.1 $234 - $436
2.76K $602K
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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