Measured Wealth Private Client Group, LLC Reduced Holdings in Q1 2025

Measured Wealth Private Client Group, LLC

  • $309 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
-141K
- 57.54%
$50.21 - $57.73 $7.1M - $8.16M
104K $5.34M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-37.6K
- 20.89%
$169.43 - $182.84 $6.37M - $6.87M
142K $24.7M
AGZ
Ishares Agency Bond ETF

ETFs
-31.4K
- 75.78%
$107.46 - $109.48 $3.37M - $3.43M
10K $1.1M
XLI
Industrial Sector Spdr

ETFs
-14.4K
- 68.61%
$128.78 - $141.67 $1.86M - $2.04M
6.59K $864K
XLK
Technology Sector Spdr

ETFs
-920
- 1.51%
$206.38 - $242.18 $190K - $223K
60.1K $12.4M
NVDA
Nvidia Corp

Technology
-1.7K
- 4.69%
$106.98 - $149.43 $182K - $254K
34.5K $3.74M
SPYG
Spdr Portfolio

ETFs
-6.27K
- 7.65%
$80.05 - $92.39 $502K - $579K
75.7K $6.09M
AVGO
Broadcom Inc.

Technology
-1.52K
- 11.61%
$167.43 - $244.7 $255K - $372K
11.6K $1.94M
AAPL
Apple Inc.

Technology
-1.97K
- 9.24%
$209.68 - $247.1 $412K - $486K
19.3K $4.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
-139
- 0.52%
$551.42 - $612.93 $76.6K - $85.2K
26.5K $14.8M
RGA
Reinsurance Group Of America Inc

Financial Services
-3.14K
- 70.67%
$186.01 - $231.1 $584K - $725K
1.3K $256K
VTRS
Viatris Inc

Healthcare
-37.1K
- 50.55%
$8.68 - $12.42 $322K - $461K
36.3K $316K
MSFT
Microsoft Corp

Technology
-601
- 8.56%
$375.39 - $447.2 $226K - $269K
6.42K $2.41M
XLU
Utilities Sector Spdr

ETFs
-8.58K
- 15.75%
$74.7 - $80.27 $641K - $689K
45.9K $3.62M
CAT
Caterpillar Inc

Industrials
-1.18K
- 47.19%
$326.75 - $407.63 $384K - $479K
1.32K $434K
VTI
Vanguard Total Stock Market Et

ETFs
-1.01K
- 16.32%
$271.18 - $303.12 $274K - $306K
5.18K $1.42M
NTAP
Net App, Inc.

Technology
-2.25K
- 39.05%
$87.84 - $126.3 $197K - $284K
3.51K $307K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-5.79K
- 62.02%
$58.09 - $67.05 $336K - $388K
3.55K $212K
UNH
Unitedhealth Group Inc

Healthcare
-644
- 31.41%
$461.52 - $548.18 $297K - $353K
1.41K $736K
MS
Morgan Stanley

Financial Services
-1.83K
- 43.76%
$111.68 - $141.08 $205K - $258K
2.35K $274K
IRM
Iron Mountain Inc

Real Estate
-815
- 8.72%
$82.79 - $111.31 $67.5K - $90.7K
8.53K $734K
JWN
Nordstrom Inc

Consumer Cyclical
-9.95K
- 49.79%
$24.01 - $24.46 $239K - $243K
10K $245K
IVV
Ishares Core S&P 500 ETF

ETFs
-24
- 0.3%
$554.06 - $615.85 $13.3K - $14.8K
7.92K $4.45M
APP
App Lovin Corp

Technology
-252
- 9.69%
$238.08 - $510.13 $60K - $129K
2.35K $622K
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.02K
- 7.56%
$50.44 - $58.1 $102K - $117K
24.7K $1.27M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-1.68K
- 32.4%
$67.24 - $84.27 $113K - $142K
3.51K $239K
VIG
Vanguard Dividend Appreciation

ETFs
-695
- 38.1%
N/A
1.13K $205K
MRK
Merck & Co., Inc.

Healthcare
-1.03K
- 28.35%
$83.01 - $101.02 $85.1K - $104K
2.59K $232K
XOM
Exxon Mobil Corp

Energy
-1.7K
- 22.78%
$105.44 - $118.93 $179K - $202K
5.76K $684K
JBL
Jabil Inc

Technology
-576
- 17.24%
$130.51 - $173.33 $75.2K - $99.8K
2.77K $376K
V
Visa Inc.

Financial Services
-388
- 32.01%
$306.92 - $362.71 $119K - $141K
824 $288K
ACN
Accenture PLC

Technology
-106
- 8.12%
$300.91 - $398.25 $31.9K - $42.2K
1.2K $374K
IEFA
Ishares Tr

ETFs
-1.32K
- 30.28%
$69.57 - $78.65 $92K - $104K
3.04K $230K
MSI
Motorola Solutions, Inc.

Technology
-81
- 6.43%
$411.73 - $482.1 $33.4K - $39.1K
1.18K $516K
AMZN
Amazon Com Inc

Consumer Cyclical
-98
- 6.08%
$190.26 - $242.06 $18.6K - $23.7K
1.51K $287K
PEP
Pepsico Inc

Consumer Defensive
-391
- 13.01%
$142.64 - $156.42 $55.8K - $61.2K
2.62K $392K
PG
Procter & Gamble CO

Consumer Defensive
-372
- 19.62%
$158.56 - $176.26 $59K - $65.6K
1.52K $259K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-90
- 0.91%
$58.81 - $68.2 $5.29K - $6.14K
9.81K $585K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-94
- 0.62%
$59.61 - $66.71 $5.6K - $6.27K
15K $908K
NEE
Nextera Energy Inc

Utilities
-637
- 12.93%
$66.96 - $76.16 $42.7K - $48.5K
4.29K $304K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.24K
- 9.48%
$30.73 - $32.26 $38.2K - $40.1K
11.9K $364K
LOW
Lowes Companies Inc

Consumer Cyclical
-70
- 3.68%
$222.66 - $268.42 $15.6K - $18.8K
1.83K $427K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.26K
- 14.84%
$17.53 - $17.87 $39.5K - $40.3K
12.9K $227K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-783
- 17.29%
$68.32 - $75.06 $53.5K - $58.8K
3.75K $279K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-102
- 3.7%
$77.33 - $90.16 $7.89K - $9.2K
2.66K $208K
MLI
Mueller Industries Inc

Industrials
-10
- 0.11%
$76.14 - $82.67 $761 - $827
8.99K $684K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-15
- 2.21%
$507.05 - $563.67 $7.61K - $8.46K
665 $341K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-11
- 0.42%
$77.91 - $92.26 $857 - $1.01K
2.6K $206K
ADI
Analog Devices Inc

Technology
-11
- 0.69%
$201.56 - $243.82 $2.22K - $2.68K
1.57K $317K
Activity Summary
Buys All Purchases 84 New Holdings 24 Increased Positions 60 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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