Measured Wealth Private Client Group, LLC Closed Holding Positions

Measured Wealth Private Client Group, LLC

  • $307 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AXP
American Express CO

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,402
$89.5 - $112.89 $125K - $158K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2018 Filed on Feb 07, 2019
930
$94.4 - $126.76 $87.8K - $118K
STWD
Starwood Property Trust, Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
7,157
$19.36 - $22.61 $139K - $162K
PLD
Prologis, Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
2,305
$55.94 - $68.65 $129K - $158K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2018 Filed on Feb 07, 2019
902
N/A
MCHP
Microchip Technology Inc

Technology
Q4 2018 Filed on Feb 07, 2019
2,689
$30.65 - $38.88 $82.4K - $105K
TRS
Trimas Corp

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
6,860
$25.59 - $30.53 $176K - $209K
BA
Boeing CO

Industrials
Q4 2018 Filed on Feb 07, 2019
717
$294.16 - $392.3 $211K - $281K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2018 Filed on Feb 07, 2019
2,048
N/A
LEA
Lear Corp

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
1,228
$116.96 - $150.75 $144K - $185K
DUK
Duke Energy Corp

Utilities
Q4 2018 Filed on Feb 07, 2019
2,705
$79.19 - $90.9 $214K - $246K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2018 Filed on Feb 07, 2019
2,140
N/A
NOK
Nokia Corp

Technology
Q4 2018 Filed on Feb 07, 2019
10,326
$5.15 - $6.04 $53.2K - $62.4K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
2,367
N/A
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
3,070
$9.85 - $13.41 $30.2K - $41.2K
DLB
Dolby Laboratories, Inc.

Industrials
Q4 2018 Filed on Feb 07, 2019
2,329
$58.24 - $71.58 $136K - $167K
VGSH
Vanguard

ETFs
Q4 2018 Filed on Feb 07, 2019
2,813
N/A
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
1,357
$89.48 - $129.64 $121K - $176K
VTV
Vanguard Value ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
1,692
N/A
Wellcare Health Plans Inc
Q4 2018 Filed on Feb 07, 2019
625
N/A
DHI
Horton D R Inc

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
5,325
$32.96 - $42.59 $176K - $227K
CXW
Core Civic, Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
4,431
$17.64 - $24.2 $78.2K - $107K
PVH
Pvh Corp.

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
1,012
$86.83 - $141.32 $87.9K - $143K
DOX
Amdocs LTD

Technology
Q4 2018 Filed on Feb 07, 2019
1,619
$56.76 - $66.79 $91.9K - $108K
NUVA
Nuvasive Inc

Healthcare
Q4 2018 Filed on Feb 07, 2019
1,820
$47.64 - $71.26 $86.7K - $130K
AES
Aes Corp

Utilities
Q4 2018 Filed on Feb 07, 2019
5,256
$13.82 - $16.01 $72.6K - $84.1K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2018 Filed on Feb 07, 2019
653
$111.35 - $114.52 $72.7K - $74.8K
WELL
Welltower Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
1,180
$61.6 - $74.72 $72.7K - $88.2K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q4 2018 Filed on Feb 07, 2019
1,008
N/A
Cerner Corp
Q4 2018 Filed on Feb 07, 2019
1,500
N/A
Ishares Trust Ibonds Dec20 ETF
Q4 2018 Filed on Feb 07, 2019
3,180
N/A
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
1,010
$77.95 - $109.98 $78.7K - $111K
BALL
Ball Corp

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
1,605
$42.35 - $50.5 $68K - $81.1K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q4 2018 Filed on Feb 07, 2019
273
$218.1 - $267.95 $59.5K - $73.2K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q4 2018 Filed on Feb 07, 2019
468
N/A
CCI
Crown Castle International Corp

Real Estate
Q4 2018 Filed on Feb 07, 2019
573
$103.54 - $117.47 $59.3K - $67.3K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q4 2018 Filed on Feb 07, 2019
760
$64.01 - $84.57 $48.6K - $64.3K
SHOP
Shopify Inc.

Technology
Q4 2018 Filed on Feb 07, 2019
400
$11.91 - $16.34 $4.76K - $6.54K
TTD
Trade Desk, Inc.

Technology
Q4 2018 Filed on Feb 07, 2019
445
$10.44 - $14.86 $4.65K - $6.61K
FIBK
First Interstate Bancsystem Inc

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,500
$35.03 - $45.99 $52.5K - $69K
Suntrust Bks Inc Com
Q4 2018 Filed on Feb 07, 2019
1,858
N/A
LSXMK
Liberty Media Corp

Communication Services
Q4 2018 Filed on Feb 07, 2019
2,651
$34.79 - $42.97 $92.2K - $114K
BWXT
Bwx Technologies, Inc.

Industrials
Q4 2018 Filed on Feb 07, 2019
1,315
$36.76 - $63.18 $48.3K - $83.1K
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 07, 2019
3,930
N/A
CLH
Clean Harbors Inc

Industrials
Q4 2018 Filed on Feb 07, 2019
2,189
$46.83 - $70.89 $103K - $155K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
434
$156.95 - $228.67 $68.1K - $99.2K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q4 2018 Filed on Feb 07, 2019
3,305
$21.78 - $29.25 $72K - $96.7K
STOR
Store Capital Corp

Real Estate
Q4 2018 Filed on Feb 07, 2019
4,900
$27.4 - $30.85 $134K - $151K
IT
Gartner Inc

Technology
Q4 2018 Filed on Feb 07, 2019
718
$123.06 - $158.64 $88.4K - $114K
Track This Portfolio

Track Measured Wealth Private Client Group, LLC Portfolio

Follow Measured Wealth Private Client Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email