Measured Wealth Private Client Group, LLC Reduced Holdings in Q3 2024

Measured Wealth Private Client Group, LLC

  • $296 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-302K
- 72.15%
$73.38 - $84.1 $22.2M - $25.4M
117K $9.67M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-142K
- 21.37%
$48.51 - $52.86 $6.91M - $7.53M
524K $27.7M
SPMD
Spdr Portfolio

ETFs
-78.1K
- 22.2%
$50.29 - $54.92 $3.93M - $4.29M
274K $15M
XLI
Industrial Sector Spdr

ETFs
-16.3K
- 44.09%
$120.56 - $135.44 $1.97M - $2.21M
20.7K $2.8M
XLE
Energy Sector Spdr

ETFs
-12.1K
- 82.82%
$84.35 - $93.39 $1.02M - $1.13M
2.52K $220K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-7.43K
- 73.92%
$81.1 - $89.18 $603K - $663K
2.62K $230K
LLY
Eli Lilly & CO

Healthcare
-660
- 65.15%
$772.14 - $960.02 $510K - $634K
353 $312K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-8.2K
- 67.07%
$71.9 - $79.86 $590K - $655K
4.03K $319K
MSFT
Microsoft Corp

Technology
-960
- 12.04%
$395.15 - $467.56 $379K - $449K
7.01K $3.02M
XLB
Select Sector Spdr Fd Material

ETFs
-7.56K
- 25.75%
$86.95 - $97.09 $658K - $734K
21.8K $2.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.81K
- 70.35%
$245.82 - $304.51 $445K - $551K
763 $232K
OC
Owens Corning

Industrials
-2.38K
- 46.96%
$154.02 - $186.38 $366K - $443K
2.68K $473K
OEF
Ishares S&P 100 ETF

ETFs
-1.4K
- 9.56%
$266.03 - $266.03 $374K - $374K
13.3K $3.53M
CHRD
Oasis Petroleum Inc.

Energy
-1.73K
- 52.85%
$128.01 - $176.98 $221K - $305K
1.54K $200K
DJP
Barclays Bank PLC

ETFs
-10.5K
- 53.76%
$32.3 - $32.3 $341K - $341K
9.07K $292K
SRLN
Ssga Active Trust

ETFs
-7.7K
- 59.06%
$40.93 - $41.85 $315K - $322K
5.34K $222K
BCC
Boise Cascade CO

Basic Materials
-3.14K
- 53.18%
$114.59 - $144.69 $360K - $454K
2.76K $389K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.99K
- 58.99%
$77.23 - $87.97 $308K - $351K
2.77K $240K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-7.06K
- 47.95%
$38.04 - $44.16 $269K - $312K
7.67K $332K
NVDA
Nvidia Corp

Technology
-1.57K
- 4.27%
$98.91 - $134.91 $155K - $211K
35.1K $4.26M
MRK
Merck & Co., Inc.

Healthcare
-1.7K
- 29.29%
$111.15 - $128.97 $189K - $220K
4.11K $466K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.98K
- 6.62%
$517.38 - $573.86 $1.02M - $1.13M
27.9K $16M
GOOGL
Alphabet Inc.

Communication Services
-1.12K
- 31.87%
$148.65 - $191.18 $167K - $215K
2.4K $398K
ABC
Amerisourcebergen Corp

Healthcare
-1.3K
- 40.16%
N/A
1.93K $358K
HD
Home Depot, Inc.

Consumer Cyclical
-756
- 48.15%
$333.64 - $405.2 $252K - $306K
814 $329K
XLF
Financial Sector Spdr

ETFs
-5.51K
- 44.82%
$40.84 - $45.74 $225K - $252K
6.78K $307K
AMAT
Applied Materials Inc

Technology
-621
- 31.38%
$174.88 - $254.97 $109K - $158K
1.36K $274K
AMZN
Amazon Com Inc

Consumer Cyclical
-933
- 37.28%
$161.02 - $200.0 $150K - $187K
1.57K $292K
JNJ
Johnson & Johnson

Healthcare
-1.39K
- 28.49%
$145.48 - $167.38 $201K - $232K
3.48K $563K
XOM
Exxon Mobil Corp

Energy
-1.28K
- 14.68%
$109.72 - $119.0 $140K - $152K
7.44K $871K
ABBV
Abb Vie Inc.

Healthcare
-1.16K
- 26.33%
$163.84 - $199.33 $190K - $231K
3.25K $641K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-231
- 26.22%
$475.2 - $527.7 $110K - $122K
650 $342K
CMCSA
Comcast Corp

Communication Services
-2.7K
- 35.82%
$37.33 - $41.78 $101K - $113K
4.83K $201K
AMGN
Amgen Inc

Healthcare
-314
- 25.84%
$309.38 - $337.38 $97.1K - $106K
901 $290K
MPC
Marathon Petroleum Corp

Energy
-401
- 23.13%
$158.61 - $180.75 $63.6K - $72.5K
1.33K $217K
MCK
Mckesson Corp

Healthcare
-56
- 9.14%
$479.06 - $630.38 $26.8K - $35.3K
557 $275K
V
Visa Inc.

Financial Services
-354
- 22.78%
$253.74 - $291.56 $89.8K - $103K
1.2K $329K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-234
- 20.95%
$332.02 - $382.76 $77.7K - $89.6K
883 $331K
ABT
Abbott Laboratories

Healthcare
-928
- 28.55%
$100.07 - $118.13 $92.9K - $110K
2.32K $264K
UNP
Union Pacific Corp

Industrials
-402
- 30.09%
$221.78 - $256.09 $89.2K - $103K
934 $229K
PEP
Pepsico Inc

Consumer Defensive
-526
- 15.07%
$161.9 - $179.3 $85.2K - $94.3K
2.97K $504K
GOOG
Alphabet Inc.

Communication Services
-186
- 7.75%
$149.54 - $192.66 $27.8K - $35.8K
2.22K $370K
CNM
Core & Main, Inc.

Industrials
-975
- 17.59%
$38.0 - $54.22 $37.1K - $52.9K
4.57K $202K
AFL
Aflac Inc

Financial Services
-1.26K
- 28.56%
$88.52 - $111.8 $111K - $141K
3.15K $351K
GD
General Dynamics Corp

Industrials
-174
- 18.93%
$279.51 - $308.09 $48.6K - $53.6K
745 $225K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.57K
- 9.33%
$56.04 - $62.2 $87.8K - $97.4K
15.2K $946K
RTX
Raytheon Technologies Corp

Industrials
-901
- 26.61%
$99.55 - $123.34 $89.7K - $111K
2.49K $301K
NEE
Nextera Energy Inc

Utilities
-1.41K
- 22.3%
$69.9 - $84.97 $98.8K - $120K
4.93K $416K
PSX
Phillips 66

Energy
-76
- 3.13%
$125.0 - $147.17 $9.5K - $11.2K
2.35K $309K
Activity Summary
Buys All Purchases 65 New Holdings 22 Increased Positions 43 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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