Measured Wealth Private Client Group, LLC Closed Holding Positions

Measured Wealth Private Client Group, LLC

  • $330 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HSY
Hershey CO

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
1,008
$101.64 - $110.01 $102K - $111K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2018 Filed on Feb 07, 2019
5,403
$23.51 - $29.33 $127K - $158K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2018 Filed on Feb 07, 2019
2,028
$38.0 - $42.93 $77.1K - $87.1K
VBR
Vanguard Small Cap Value ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
635
N/A
ILCV
Ishares Morningstar Value ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
840
N/A
IWP
Ishares Russell Mid Cap Growth

ETFs
Q4 2018 Filed on Feb 07, 2019
468
N/A
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
2,120
$24.0 - $34.31 $50.9K - $72.7K
Travelport Worldwide LTD
Q4 2018 Filed on Feb 07, 2019
1,406
N/A
LSXMA
Liberty Media Corp

Communication Services
Q4 2018 Filed on Feb 07, 2019
477
$34.84 - $42.92 $16.6K - $20.5K
GNL
Global Net Lease, Inc.

Real Estate
Q4 2018 Filed on Feb 07, 2019
898
$17.07 - $21.79 $15.3K - $19.6K
SAIC
Science Applications International Corp

Technology
Q4 2018 Filed on Feb 07, 2019
233
$58.38 - $78.96 $13.6K - $18.4K
FTXG
First Tr ETF Vi Nasdaq Food &

ETFs
Q4 2018 Filed on Feb 07, 2019
1,000
$17.5 - $20.07 $17.5K - $20.1K
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2018 Filed on Feb 07, 2019
400
$44.51 - $47.86 $17.8K - $19.1K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q4 2018 Filed on Feb 07, 2019
300
N/A
TWO
Two Harbors Investment Corp.

Real Estate
Q4 2018 Filed on Feb 07, 2019
1,350
$12.7 - $14.94 $17.1K - $20.2K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
Q4 2018 Filed on Feb 07, 2019
1,000
$18.18 - $21.29 $18.2K - $21.3K
CME
Cme Group Inc.

Financial Services
Q4 2018 Filed on Feb 07, 2019
106
$173.82 - $195.61 $18.4K - $20.7K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q4 2018 Filed on Feb 07, 2019
170
$105.09 - $137.23 $17.9K - $23.3K
Bb&T Corporation Com
Q4 2018 Filed on Feb 07, 2019
455
N/A
AEP
American Electric Power CO Inc

Utilities
Q4 2018 Filed on Feb 07, 2019
237
$70.22 - $80.36 $16.6K - $19K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q4 2018 Filed on Feb 07, 2019
182
$91.23 - $112.85 $16.6K - $20.5K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,460
$11.51 - $12.54 $16.8K - $18.3K
Mylan N V
Q4 2018 Filed on Feb 07, 2019
500
N/A
VCR
Vanguard Consumer Discretionar

ETFs
Q4 2018 Filed on Feb 07, 2019
100
N/A
SJM
J M Smucker CO

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
170
$93.16 - $114.2 $15.8K - $19.4K
OXY
Occidental Petroleum Corp

Energy
Q4 2018 Filed on Feb 07, 2019
354
$57.11 - $83.13 $20.2K - $29.4K
CCL
Carnival Corp

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
351
$46.21 - $63.55 $16.2K - $22.3K
CTXS
Citrix Systems Inc

Technology
Q4 2018 Filed on Feb 07, 2019
289
$99.47 - $111.42 $28.7K - $32.2K
PAA
Plains All American Pipeline LP

Energy
Q4 2018 Filed on Feb 07, 2019
1,231
$19.84 - $25.88 $24.4K - $31.9K
Ishares Trust Ibonds Dec18 ETF
Q4 2018 Filed on Feb 07, 2019
920
N/A
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,051
$18.78 - $22.95 $19.7K - $24.1K
WY
Weyerhaeuser CO

Real Estate
Q4 2018 Filed on Feb 07, 2019
790
$21.1 - $31.98 $16.7K - $25.3K
VT
Vanguard Total World Stk Index

ETFs
Q4 2018 Filed on Feb 07, 2019
300
N/A
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2018 Filed on Feb 07, 2019
555
N/A
AMD
Advanced Micro Devices Inc

Technology
Q4 2018 Filed on Feb 07, 2019
737
$16.65 - $31.42 $12.3K - $23.2K
BKU
Bank United, Inc.

Financial Services
Q4 2018 Filed on Feb 07, 2019
615
$28.22 - $35.65 $17.4K - $21.9K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q4 2018 Filed on Feb 07, 2019
700
$25.49 - $31.99 $17.8K - $22.4K
CTRA
Coterra Energy Inc.

Energy
Q4 2018 Filed on Feb 07, 2019
1,625
$21.18 - $26.49 $34.4K - $43K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q4 2018 Filed on Feb 07, 2019
1,780
$9.13 - $11.03 $16.3K - $19.6K
NVGS
Navigator Holdings Ltd.

Energy
Q4 2018 Filed on Feb 07, 2019
1,691
$8.97 - $12.49 $15.2K - $21.1K
LGFB
Lions Gate Entmt Corp Cl B Non
Q4 2018 Filed on Feb 07, 2019
921
N/A
Sorl Auto Pts Inc
Q4 2018 Filed on Feb 07, 2019
5,000
N/A
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q4 2018 Filed on Feb 07, 2019
1,465
$15.49 - $27.26 $22.7K - $39.9K
SAP
Sap Se

Technology
Q4 2018 Filed on Feb 07, 2019
273
$95.0 - $123.27 $25.9K - $33.7K
Andeavor Logistics LP
Q4 2018 Filed on Feb 07, 2019
451
N/A
FDL
First Tr Morningstar Dividend

ETFs
Q4 2018 Filed on Feb 07, 2019
560
$25.99 - $30.19 $14.6K - $16.9K
FPX
First Trust Us Equity Opportun

ETFs
Q4 2018 Filed on Feb 07, 2019
232
$57.83 - $74.02 $13.4K - $17.2K
SMG
Scotts Miracle Gro CO

Basic Materials
Q4 2018 Filed on Feb 07, 2019
170
$58.82 - $79.24 $10K - $13.5K
Eqt Midstream Partners LP
Q4 2018 Filed on Feb 07, 2019
256
N/A
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