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
COF
Capital One Financial Corp

Financial Services
Q3 2019 Filed on Oct 11, 2019
5,340
$83.11 - $98.08 $444K - $524K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q3 2019 Filed on Oct 11, 2019
1,035
$268.46 - $305.43 $278K - $316K
BV
Bright View Holdings, Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
17,650
$16.91 - $19.76 $298K - $349K
ALC
Alcon Inc

Healthcare
Q3 2019 Filed on Oct 11, 2019
4,104
$58.2 - $62.42 $239K - $256K
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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q3 2019 Filed on Oct 11, 2019
3,913
$80.39 - $80.84 $315K - $316K
CNK
Cinemark Holdings, Inc.

Communication Services
Q3 2019 Filed on Oct 11, 2019
11,200
$36.12 - $41.1 $405K - $460K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,768
$102.2 - $121.3 $181K - $214K
Raytheon CO
Q3 2019 Filed on Oct 11, 2019
1,573
N/A
CNP
Centerpoint Energy Inc

Utilities
Q3 2019 Filed on Oct 11, 2019
6,984
$27.28 - $30.61 $191K - $214K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2019 Filed on Oct 11, 2019
6,750
$30.69 - $30.85 $207K - $208K
MTB
M&T Bank Corp

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,190
$142.99 - $174.24 $170K - $207K
VPU
Vanguard Utilities ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
1,805
$138.86 - $144.54 $251K - $261K
ZTS
Zoetis Inc.

Healthcare
Q3 2019 Filed on Oct 11, 2019
1,895
$112.57 - $128.43 $213K - $243K
EPAM
Epam Systems, Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
2,645
$176.13 - $200.82 $466K - $531K
SYK
Stryker Corp

Healthcare
Q3 2019 Filed on Oct 11, 2019
1,175
$205.4 - $221.82 $241K - $261K
BBY
Best Buy CO Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
3,735
$63.21 - $77.86 $236K - $291K
SSTK
Shutterstock, Inc.

Communication Services
Q3 2019 Filed on Oct 11, 2019
11,397
$33.89 - $39.88 $386K - $455K
Hd Supply Hldgs Inc
Q3 2019 Filed on Oct 11, 2019
5,144
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
Logmein Inc
Q3 2019 Filed on Oct 11, 2019
4,616
N/A
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q3 2019 Filed on Oct 11, 2019
7,043
$37.62 - $38.84 $265K - $274K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q3 2019 Filed on Oct 11, 2019
10,000
$11.45 - $12.16 $115K - $122K
FOXA
Fox Corp

Communication Services
Q3 2019 Filed on Oct 11, 2019
6,696
$31.44 - $37.82 $211K - $253K
Bottomline Tech Del Inc
Q3 2019 Filed on Oct 11, 2019
7,440
N/A
Mobile Mini Inc
Q3 2019 Filed on Oct 11, 2019
9,855
N/A
CDW
Cdw Corp

Technology
Q3 2019 Filed on Oct 11, 2019
2,100
$107.53 - $123.4 $226K - $259K
Harris Corp Del
Q3 2019 Filed on Oct 11, 2019
2,353
N/A
SP
Sp Plus Corp

Industrials
Q3 2019 Filed on Oct 11, 2019
11,260
$32.37 - $37.71 $364K - $425K
PPG
Ppg Industries Inc

Basic Materials
Q3 2019 Filed on Oct 11, 2019
2,922
$106.54 - $120.69 $311K - $353K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
10,385
$38.29 - $45.69 $398K - $474K
Civeo Corp Cda
Q3 2019 Filed on Oct 11, 2019
13,779
N/A
Inovalon Hldgs Inc
Q3 2019 Filed on Oct 11, 2019
16,650
N/A
Cheniere Energy Inc
Q3 2019 Filed on Oct 11, 2019
37,000
N/A
Rite Aid Corp
Q2 2019 Filed on Jul 26, 2019
103,000
N/A
United Technologies Corp
Q2 2019 Filed on Jul 26, 2019
1,820
N/A
SNPS
Synopsys Inc

Technology
Q2 2019 Filed on Jul 26, 2019
2,835
$113.41 - $130.01 $322K - $369K
Northeast Bancorp
Q2 2019 Filed on Jul 26, 2019
16,229
N/A
Proshares Tr
Q2 2019 Filed on Jul 26, 2019
13,608
N/A
Ubiquiti Networks Inc
Q2 2019 Filed on Jul 26, 2019
1,560
N/A
OKE
Oneok Inc

Energy
Q2 2019 Filed on Jul 26, 2019
5,916
$63.62 - $70.6 $376K - $418K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q2 2019 Filed on Jul 26, 2019
750
$352.57 - $408.67 $264K - $307K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q2 2019 Filed on Jul 26, 2019
7,340
$34.56 - $38.81 $254K - $285K
TGTX
Tg Therapeutics, Inc.

Healthcare
Q2 2019 Filed on Jul 26, 2019
36,235
$6.27 - $8.65 $227K - $313K
GIS
General Mills Inc

Consumer Defensive
Q2 2019 Filed on Jul 26, 2019
8,104
$48.25 - $54.02 $391K - $438K
BAX
Baxter International Inc

Healthcare
Q2 2019 Filed on Jul 26, 2019
4,744
$73.44 - $82.41 $348K - $391K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q2 2019 Filed on Jul 26, 2019
286
$641.66 - $740.59 $184K - $212K
DG
Dollar General Corp

Consumer Defensive
Q2 2019 Filed on Jul 26, 2019
2,140
$117.28 - $138.81 $251K - $297K
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