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
CMI
Cummins Inc

Industrials
395
New
$327.85 - $426.39 $130K - $168K
395 $166K
EWBC
East West Bancorp Inc

Financial Services
1.56K
New
$97.41 - $109.7 $152K - $172K
1.56K $166K
WEC
Wec Energy Group, Inc.

Utilities
1.41K
New
$103.66 - $114.59 $146K - $162K
1.41K $161K
FCX
Freeport Mcmoran Inc

Basic Materials
4.03K
New
$35.34 - $47.21 $142K - $190K
4.03K $158K
NUE
Nucor Corp

Basic Materials
1.17K
New
$133.3 - $150.33 $156K - $176K
1.17K $158K
TXN
Texas Instruments Inc

Technology
776
New
N/A
776 $151K
CALM
Cal Maine Foods Inc

Consumer Defensive
1.93K
+ 33.26%
$94.1 - $119.16 $182K - $230K
7.73K $727K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.58K
New
$87.69 - $96.0 $139K - $152K
1.58K $149K
FTDR
Frontdoor, Inc.

Consumer Cyclical
2.22K
New
$54.88 - $68.04 $122K - $151K
2.22K $149K
IVE
Ishares S&P 500 Value ETF

ETFs
708
New
$194.44 - $206.51 $138K - $146K
708 $146K
GWW
W.W. Grainger, Inc.

Industrials
148
New
$932.44 - $1059.49 $138K - $157K
148 $141K
SF
Stifel Financial Corp

Financial Services
1.24K
New
$105.26 - $116.4 $131K - $145K
1.24K $141K
AYI
Acuity Brands Inc

Industrials
404
New
$287.07 - $344.52 $116K - $139K
404 $139K
EXC
Exelon Corp

Utilities
2.27K
+ 10.46%
$42.73 - $45.54 $96.9K - $103K
23.9K $1.08M
TRGP
Targa Resources Corp.

Energy
777
New
$160.52 - $174.4 $125K - $136K
777 $130K
GOOG
Alphabet Inc.

Communication Services
537
New
$175.16 - $255.24 $94.1K - $137K
537 $130K
ORCL
Oracle Corp

Technology
441
New
$218.96 - $328.33 $96.6K - $145K
441 $124K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
4.69K
New
$24.04 - $27.04 $113K - $127K
4.69K $124K
BDX
Becton Dickinson & CO

Healthcare
661
New
$172.41 - $199.66 $114K - $132K
661 $123K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.86K
New
$62.09 - $66.51 $115K - $123K
1.86K $121K
NFG
National Fuel Gas CO

Energy
422
+ 4.08%
$82.19 - $93.72 $34.7K - $39.5K
10.8K $993K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.2K
New
$87.29 - $93.61 $104K - $112K
1.2K $111K
AMAT
Applied Materials Inc

Technology
538
New
$156.25 - $204.95 $84.1K - $110K
538 $110K
EEMV
Ishares Msci Emerging Markets

ETFs
1.72K
New
$61.94 - $64.63 $107K - $111K
1.72K $109K
HBAN
Huntington Bancshares Inc

Financial Services
6.32K
New
$15.87 - $17.88 $100K - $113K
6.32K $109K
DUK
Duke Energy Corp

Utilities
865
New
$116.31 - $125.93 $101K - $109K
865 $107K
TD
Toronto Dominion Bank

Financial Services
1.32K
New
$72.55 - $79.95 $95.4K - $105K
1.32K $105K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
886
New
$108.46 - $120.63 $96.1K - $107K
886 $105K
AMD
Advanced Micro Devices Inc

Technology
650
New
$134.8 - $184.42 $87.6K - $120K
650 $105K
CB
Chubb LTD

Financial Services
369
New
$265.99 - $289.59 $98.2K - $107K
369 $104K
BX
Blackstone Inc.

Financial Services
603
New
$152.77 - $188.68 $92.1K - $114K
603 $103K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
4.5K
New
$21.77 - $22.57 $98.1K - $102K
4.5K $101K
CVX
Chevron Corp

Energy
647
New
$145.57 - $161.83 $94.2K - $105K
647 $100K
HIG
Hartford Financial Services Group, Inc.

Financial Services
607
+ 21.31%
$119.73 - $134.7 $72.7K - $81.8K
3.46K $460K
XLE
Energy Sector Spdr

ETFs
1.1K
New
$84.25 - $91.99 $92.4K - $101K
1.1K $98K
KMB
Kimberly Clark Corp

Consumer Defensive
792
New
$121.72 - $136.77 $96.4K - $108K
792 $98K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
830
New
$109.55 - $124.15 $90.9K - $103K
830 $97K
NKE
Nike, Inc.

Consumer Cyclical
1.37K
New
$69.24 - $79.24 $94.9K - $109K
1.37K $95K
DFIV
Dimensional ETF Tr

ETFs
2.06K
New
$42.66 - $46.53 $87.9K - $95.9K
2.06K $95K
ALL
Allstate Corp

Financial Services
443
New
$192.0 - $214.65 $85.1K - $95.1K
443 $95K
IDV
Ishares Tr

ETFs
2.59K
New
$34.54 - $37.28 $89.5K - $96.6K
2.59K $94K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.49K
New
$60.9 - $70.75 $91K - $106K
1.49K $93K
FXE
Invesco Currency Shares Euro Trust

ETFs
831
New
$105.31 - $109.29 $87.5K - $90.8K
831 $90K
ES
Eversource Energy

Utilities
1.25K
New
$62.86 - $71.14 $78.4K - $88.7K
1.25K $88K
KD
Kyndryl Holdings, Inc.

Technology
5.98K
+ 76.14%
$28.94 - $43.41 $173K - $260K
13.8K $415K
LMT
Lockheed Martin Corp

Industrials
171
New
$410.74 - $499.21 $70.2K - $85.4K
171 $85K
CR
Crane Holdings, Co.

Industrials
459
New
$178.73 - $198.45 $82K - $91.1K
459 $84K
BAP
Credicorp LTD

Financial Services
81
+ 5.67%
$220.56 - $278.29 $17.9K - $22.5K
1.51K $402K
TMO
Thermo Fisher Scientific Inc.

Healthcare
170
New
$404.94 - $499.99 $68.8K - $85K
170 $82K
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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