Measured Wealth Private Client Group, LLC Closed Holding Positions

Measured Wealth Private Client Group, LLC

  • $296 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q2 2022 Filed on Jul 25, 2022
3,681
$90.32 - $102.87 $332K - $379K
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
2,261
$69.9 - $91.49 $158K - $207K
JNPR
Juniper Networks Inc

Technology
Q2 2022 Filed on Jul 25, 2022
10,136
$27.63 - $36.83 $280K - $373K
SO
Southern CO

Utilities
Q2 2022 Filed on Jul 25, 2022
2,897
$65.39 - $76.51 $189K - $222K
KLAC
Kla Corp

Technology
Q2 2022 Filed on Jul 25, 2022
678
$310.4 - $371.77 $210K - $252K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2022 Filed on Jul 25, 2022
4,464
$49.43 - $58.65 $221K - $262K
SPG
Simon Property Group Inc

Real Estate
Q2 2022 Filed on Jul 25, 2022
1,675
$94.62 - $134.53 $158K - $225K
IP
International Paper CO

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
5,746
$41.12 - $49.69 $236K - $286K
FNF
Fidelity National Financial, Inc.

Financial Services
Q2 2022 Filed on Jul 25, 2022
5,921
$34.83 - $46.96 $206K - $278K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q2 2022 Filed on Jul 25, 2022
10,372
$26.59 - $36.97 $276K - $383K
SWKS
Skyworks Solutions, Inc.

Technology
Q2 2022 Filed on Jul 25, 2022
1,500
$89.75 - $134.28 $135K - $201K
FCEL
Fuelcell Energy Inc

Industrials
Q2 2022 Filed on Jul 25, 2022
11,749
$3.03 - $6.26 $35.6K - $73.5K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
2,701
$91.63 - $121.36 $247K - $328K
IVE
Ishares S&P 500 Value ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
1,608
$133.27 - $158.52 $214K - $255K
TGT
Target Corp

Consumer Defensive
Q2 2022 Filed on Jul 25, 2022
1,322
$139.3 - $249.32 $184K - $330K
NSA
National Storage Affiliates Trust

Real Estate
Q2 2022 Filed on Jul 25, 2022
4,093
$45.6 - $66.75 $187K - $273K
IBM
International Business Machines Corp

Technology
Q2 2022 Filed on Jul 25, 2022
1,745
$125.98 - $142.88 $220K - $249K
JLL
Jones Lang Lasalle Inc

Real Estate
Q2 2022 Filed on Jul 25, 2022
972
$155.76 - $238.48 $151K - $232K
FDS
Factset Research Systems Inc

Financial Services
Q2 2022 Filed on Jul 25, 2022
469
$348.71 - $444.57 $164K - $209K
CUBE
Cube Smart

Real Estate
Q2 2022 Filed on Jul 25, 2022
4,752
$38.87 - $54.46 $185K - $259K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
2,308
$113.44 - $123.09 $262K - $284K
FAF
First American Financial Corp

Financial Services
Q2 2022 Filed on Jul 25, 2022
3,974
$49.22 - $63.16 $196K - $251K
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2022 Filed on Jul 25, 2022
20,597
$13.26 - $16.75 $273K - $345K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
7,851
$33.37 - $43.33 $262K - $340K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on May 03, 2022
1,725
$129.03 - $157.89 $223K - $272K
EMR
Emerson Electric CO

Industrials
Q1 2022 Filed on May 03, 2022
2,791
$89.51 - $99.06 $250K - $276K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 03, 2022
1,792
$331.01 - $597.37 $593K - $1.07M
ORCL
Oracle Corp

Technology
Q1 2022 Filed on May 03, 2022
3,644
$72.47 - $89.28 $264K - $325K
AMT
American Tower Corp

Real Estate
Q1 2022 Filed on May 03, 2022
736
$226.87 - $286.38 $167K - $211K
GEF
Greif, Inc

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
4,771
$54.28 - $65.58 $259K - $313K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q1 2022 Filed on May 03, 2022
10,643
$17.75 - $21.69 $189K - $231K
Apollo Global Mgmt Inc
Q1 2022 Filed on May 03, 2022
4,556
N/A
C
Citigroup Inc

Financial Services
Q1 2022 Filed on May 03, 2022
5,077
$53.4 - $67.84 $271K - $344K
MUB
Ishares National Muni Bond ETF

ETFs
Q1 2022 Filed on May 03, 2022
2,060
$109.33 - $116.18 $225K - $239K
MMM
3 M CO

Industrials
Q1 2022 Filed on May 03, 2022
1,388
$140.96 - $181.02 $196K - $251K
AVY
Avery Dennison Corp

Industrials
Q1 2022 Filed on May 03, 2022
1,032
$158.58 - $215.92 $164K - $223K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q1 2022 Filed on May 03, 2022
2,584
$70.48 - $90.28 $182K - $233K
TRN
Trinity Industries Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
11,500
$25.57 - $30.22 $294K - $348K
TROW
Price T Rowe Group Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
1,274
$188.5 - $221.29 $240K - $282K
USB
Us Bancorp \De\

Financial Services
Q4 2021 Filed on Jan 28, 2022
3,517
$54.85 - $62.74 $193K - $221K
Guggenheim Enhanced Eqt Incm
Q4 2021 Filed on Jan 28, 2022
40,600
N/A
MGA
Magna International Inc

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
2,968
$75.2 - $88.55 $223K - $263K
GWW
W.W. Grainger, Inc.

Industrials
Q3 2021 Filed on Nov 01, 2021
821
$393.06 - $461.23 $323K - $379K
Maxim Integrated Prods Inc
Q3 2021 Filed on Nov 01, 2021
4,709
N/A
AON
Aon PLC

Financial Services
Q3 2021 Filed on Nov 01, 2021
1,481
$226.79 - $299.17 $336K - $443K
DBL
Double Line Opportunistic Credit Fund

Financial Services
Q3 2021 Filed on Nov 01, 2021
54,142
$19.58 - $20.05 $1.06M - $1.09M
ICE
Intercontinental Exchange, Inc.

Financial Services
Q3 2021 Filed on Nov 01, 2021
39,855
$114.82 - $121.36 $4.58M - $4.84M
Hollyfrontier Corp
Q3 2021 Filed on Nov 01, 2021
9,413
N/A
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q3 2021 Filed on Nov 01, 2021
2,009
$104.62 - $113.69 $210K - $228K
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