Measured Wealth Private Client Group, LLC Closed Holding Positions

Measured Wealth Private Client Group, LLC

  • $309 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
JCI
Johnson Controls International PLC

Industrials
Q3 2019 Filed on Oct 11, 2019
7,817
$40.91 - $44.3 $320K - $346K
ADBE
Adobe Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
973
$272.47 - $311.27 $265K - $303K
MG
Mistras Group, Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
23,925
$14.35 - $16.63 $343K - $398K
Mobile Mini Inc
Q3 2019 Filed on Oct 11, 2019
9,855
N/A
EPAM
Epam Systems, Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
2,645
$176.13 - $200.82 $466K - $531K
CNK
Cinemark Holdings, Inc.

Communication Services
Q3 2019 Filed on Oct 11, 2019
11,200
$36.12 - $41.1 $405K - $460K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
10,385
$38.29 - $45.69 $398K - $474K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q3 2019 Filed on Oct 11, 2019
3,587
$106.83 - $112.14 $383K - $402K
MTB
M&T Bank Corp

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,190
$142.99 - $174.24 $170K - $207K
FVD
First Tr Value Line Divid Inde

ETFs
Q3 2019 Filed on Oct 11, 2019
10,025
$32.88 - $35.03 $330K - $351K
Cornerstone Ondemand Inc
Q3 2019 Filed on Oct 11, 2019
6,405
N/A
BR
Broadridge Financial Solutions, Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
2,473
$121.08 - $134.87 $299K - $334K
Bottomline Tech Del Inc
Q3 2019 Filed on Oct 11, 2019
7,440
N/A
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
188
$1786.52 - $2077.44 $336K - $391K
VRNT
Verint Systems Inc

Technology
Q3 2019 Filed on Oct 11, 2019
5,305
$21.79 - $29.88 $116K - $159K
KN
Knowles Corp

Technology
Q3 2019 Filed on Oct 11, 2019
22,035
$17.34 - $21.29 $382K - $469K
SSTK
Shutterstock, Inc.

Communication Services
Q3 2019 Filed on Oct 11, 2019
11,397
$33.89 - $39.88 $386K - $455K
GNTX
Gentex Corp

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
18,110
$23.51 - $28.06 $426K - $508K
COF
Capital One Financial Corp

Financial Services
Q3 2019 Filed on Oct 11, 2019
5,340
$83.11 - $98.08 $444K - $524K
SYK
Stryker Corp

Healthcare
Q3 2019 Filed on Oct 11, 2019
1,175
$205.4 - $221.82 $241K - $261K
SLB
Schlumberger Limited

Energy
Q3 2019 Filed on Oct 11, 2019
8,832
$31.25 - $40.97 $276K - $362K
GNRC
Generac Holdings Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
5,590
$68.69 - $83.23 $384K - $465K
BBY
Best Buy CO Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
3,735
$63.21 - $77.86 $236K - $291K
ELY
Callaway Golf CO

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
14,356
$16.67 - $19.91 $239K - $286K
VPU
Vanguard Utilities ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
1,805
$138.86 - $144.54 $251K - $261K
Raytheon CO
Q3 2019 Filed on Oct 11, 2019
1,573
N/A
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2019 Filed on Oct 11, 2019
3,594
$53.71 - $58.5 $193K - $210K
ZTS
Zoetis Inc.

Healthcare
Q3 2019 Filed on Oct 11, 2019
1,895
$112.57 - $128.43 $213K - $243K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2019 Filed on Oct 11, 2019
6,750
$30.69 - $30.85 $207K - $208K
Civeo Corp Cda
Q3 2019 Filed on Oct 11, 2019
13,779
N/A
Cheniere Energy Inc
Q3 2019 Filed on Oct 11, 2019
37,000
N/A
CMP
Compass Minerals International Inc

Basic Materials
Q3 2019 Filed on Oct 11, 2019
7,730
$48.39 - $58.05 $374K - $449K
Logmein Inc
Q3 2019 Filed on Oct 11, 2019
4,616
N/A
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q3 2019 Filed on Oct 11, 2019
3,913
$80.39 - $80.84 $315K - $316K
CTLT
Catalent, Inc.

Healthcare
Q3 2019 Filed on Oct 11, 2019
10,080
$47.45 - $58.05 $478K - $585K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,768
$102.2 - $121.3 $181K - $214K
CNP
Centerpoint Energy Inc

Utilities
Q3 2019 Filed on Oct 11, 2019
6,984
$27.28 - $30.61 $191K - $214K
SP
Sp Plus Corp

Industrials
Q3 2019 Filed on Oct 11, 2019
11,260
$32.37 - $37.71 $364K - $425K
United Technologies Corp
Q2 2019 Filed on Jul 26, 2019
1,820
N/A
Rite Aid Corp
Q2 2019 Filed on Jul 26, 2019
103,000
N/A
SNPS
Synopsys Inc

Technology
Q2 2019 Filed on Jul 26, 2019
2,835
$113.41 - $130.01 $322K - $369K
DG
Dollar General Corp

Consumer Defensive
Q2 2019 Filed on Jul 26, 2019
2,140
$117.28 - $138.81 $251K - $297K
Northeast Bancorp
Q2 2019 Filed on Jul 26, 2019
16,229
N/A
TGTX
Tg Therapeutics, Inc.

Healthcare
Q2 2019 Filed on Jul 26, 2019
36,235
$6.27 - $8.65 $227K - $313K
OKE
Oneok Inc

Energy
Q2 2019 Filed on Jul 26, 2019
5,916
$63.62 - $70.6 $376K - $418K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q2 2019 Filed on Jul 26, 2019
7,340
$34.56 - $38.81 $254K - $285K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q2 2019 Filed on Jul 26, 2019
750
$352.57 - $408.67 $264K - $307K
Navidea Biopharmaceuticals I
Q2 2019 Filed on Jul 26, 2019
12,775
N/A
MEDP
Medpace Holdings, Inc.

Healthcare
Q2 2019 Filed on Jul 26, 2019
11,480
$53.64 - $65.42 $616K - $751K
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