Measured Wealth Private Client Group, LLC Purchases in Q3 2025

Measured Wealth Private Client Group, LLC

  • $364 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WIT
Wipro LTD

Technology
1
New
$2.63 - $3.11 $2.63 - $3.11
1 $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
8
New
$40.94 - $42.85 $328 - $343
8 $0
Lam Research Corp
298
New
N/A
298 $0
VT
Vanguard Total World Stk Index

ETFs
0
New
$128.41 - $138.03 $0 - $0
0 $0
BIDU
Baidu, Inc.

Communication Services
1
New
$85.86 - $137.83 $85.9 - $138
1 $0
PUBM
Pub Matic, Inc.

Technology
27
New
$7.82 - $13.67 $211 - $369
27 $0
SLVM
Sylvamo Corp

Basic Materials
5
New
$40.4 - $53.01 $202 - $265
5 $0
AGNC
Agnc Investment Corp.

Real Estate
0
New
$9.2 - $10.37 $0 - $0
0 $0
CFG
Citizens Financial Group Inc

Financial Services
0
New
$46.1 - $53.65 $0 - $0
0 $0
Blackrock Inc
2
+ 0.68%
N/A
296 $0
PATH
Ui Path, Inc.

Technology
0
New
$10.44 - $13.38 $0 - $0
0 $0
LNTH
Lantheus Holdings, Inc.

Healthcare
16
New
$50.11 - $83.83 $802 - $1.34K
16 $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
762
New
N/A
762 $0
SOUN
Soundhound Ai, Inc.

Technology
0
New
$10.11 - $18.05 $0 - $0
0 $0
CC
Chemours CO

Basic Materials
1
New
$11.5 - $17.53 $11.5 - $17.5
1 $0
Southstate Bk Corp
513
New
N/A
513 $0
Amplify ETF Tr
33
New
N/A
33 $0
Healthcare Rlty Tr
350
New
N/A
350 $0
XMTR
Xometry, Inc.

Industrials
1
New
$30.97 - $55.91 $31 - $55.9
1 $0
Te Connectivity PLC
356
New
N/A
356 $0
Celestica Inc
1.17K
New
N/A
1.17K $0
INTU
Intuit Inc

Technology
0
New
$646.03 - $807.39 $0 - $0
0 $0
VFC
V F Corp

Consumer Cyclical
47
New
$11.66 - $15.56 $548 - $731
47 $0
Phinia Inc
38
New
N/A
38 $0
Ishares Ethereum Tr
3.04K
New
N/A
3.04K $0
Masterbrand Inc
712
New
N/A
712 $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
45
New
N/A
45 $0
Fidelity Covington Trust
202
New
N/A
202 $0
Grayscale Bitcoin Mini Tr Et
663
New
N/A
663 $0
Solventum Corp
337
New
N/A
337 $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1
New
$90.62 - $107.71 $90.6 - $108
1 $0
Pimco ETF Tr
393
New
N/A
393 $0
LVS
Las Vegas Sands Corp

Consumer Cyclical
0
New
$47.38 - $57.71 $0 - $0
0 $0
Ge Vernova Inc
10
New
N/A
10 $0
Brightspring Health Svcs Inc
4.56K
+ 30.67%
N/A
19.4K $0
FLEH
Franklin Templeton ETF Tr

ETFs
2.52K
New
N/A
2.52K $0
James Hardie Inds PLC
615
New
N/A
615 $0
Abrdn Asia Pacific Income Fu
625
New
N/A
625 $0
American Healthcare Reit Inc
392
New
N/A
392 $0
DVOL
First Tr ETF Vi Dorsey Wright
488
New
N/A
488 $0
Morgan Stanley ETF Trust
3.14K
New
N/A
3.14K $0
Ishares Tr
866
New
N/A
866 $0
Ishares Bitcoin Trust ETF
1.66K
New
N/A
1.66K $0
American Bitcoin Corp.
1.68K
New
N/A
1.68K $0
Jacobs Solutions Inc
177
New
N/A
177 $0
SYNA
Synaptics Inc

Technology
0
New
$59.7 - $74.35 $0 - $0
0 $0
JEPI
J P Morgan Exchange Traded Fd

ETFs
0
New
$55.61 - $57.37 $0 - $0
0 $0
ZIMV
Zim Vie Inc.

Healthcare
28
New
$8.44 - $18.97 $236 - $531
28 $0
CRH.L
Crh PLC

Basic Materials
507
New
N/A
507 $0
Activity Summary
Buys All Purchases 569 New Holdings 520 Increased Positions 49 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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