Measured Wealth Private Client Group, LLC Purchases in Q4 2024

Measured Wealth Private Client Group, LLC

  • $307 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CM
Canadian Imperial Bank Of Commerce

Financial Services
1.02K
+ 9.83%
$59.58 - $67.31 $60.5K - $68.3K
11.3K $716K
AGZ
Ishares Agency Bond ETF

ETFs
1.63K
+ 4.09%
$107.68 - $110.37 $175K - $179K
41.4K $4.47M
PHM
Pultegroup Inc

Consumer Cyclical
1.2K
+ 70.48%
$108.86 - $149.04 $130K - $178K
2.89K $315K
VTRS
Viatris Inc

Healthcare
6
+ 0.01%
$11.32 - $13.37 $67.9 - $80.2
73.4K $913K
GPS
Gap Inc

Consumer Cyclical
3.07K
+ 10.11%
N/A
33.4K $674K
AMZN
Amazon Com Inc

Consumer Cyclical
41
+ 2.61%
$180.88 - $232.93 $7.42K - $9.55K
1.61K $353K
GFF
Griffon Corp

Industrials
773
+ 24.35%
$62.88 - $85.16 $48.6K - $65.8K
3.95K $281K
FANG
Diamondback Energy, Inc.

Energy
438
+ 28.48%
$153.06 - $199.5 $67K - $87.4K
1.98K $323K
V
Visa Inc.

Financial Services
12
+ 1.0%
$273.87 - $320.91 $3.29K - $3.85K
1.21K $383K
TOL
Toll Brothers, Inc.

Consumer Cyclical
680
+ 47.22%
$123.8 - $167.8 $84.2K - $114K
2.12K $267K
RTX
Raytheon Technologies Corp

Industrials
489
+ 19.68%
$114.45 - $127.21 $56K - $62.2K
2.97K $344K
CIB
Bancolombia Sa

Financial Services
1.05K
+ 13.44%
$30.96 - $33.47 $32.4K - $35.1K
8.85K $278K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30
+ 4.62%
$521.84 - $558.82 $15.7K - $16.8K
680 $366K
MUSA
Murphy Usa Inc.

Consumer Cyclical
26
+ 2.76%
$473.11 - $555.48 $12.3K - $14.4K
967 $485K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.32K
+ 11.16%
$31.23 - $33.51 $41.1K - $44.1K
13.1K $412K
CNA
Cna Financial Corp

Financial Services
372
+ 2.73%
$46.76 - $50.95 $17.4K - $19K
14K $676K
FIW
First Trust Water ETF

ETFs
705
+ 7.75%
$102.02 - $110.91 $71.9K - $78.2K
9.8K $1M
Blackrock Inc
327
New
N/A
327 $0
PBS
Invesco Exchange Traded Fd Tr

ETFs
2.27K
+ 19.47%
N/A
13.9K $0
CNQ
Canadian Natural Resources LTD

Energy
642
+ 6.32%
$29.51 - $37.6 $18.9K - $24.1K
10.8K $333K
DVY
Ishares Tr

ETFs
27
+ 1.35%
$129.55 - $143.41 $3.5K - $3.87K
2.03K $266K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.66%
$288.47 - $316.54 $1.44K - $1.58K
768 $222K
LHX
L3 Harris Technologies, Inc.

Industrials
50
+ 5.54%
$208.94 - $264.22 $10.4K - $13.2K
953 $200K
ADI
Analog Devices Inc

Technology
3
+ 0.19%
$206.35 - $236.48 $619 - $709
1.58K $336K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
698
+ 2.97%
$96.64 - $101.23 $67.5K - $70.7K
24.2K $2.34M
XLI
Industrial Sector Spdr

ETFs
304
+ 1.47%
$131.76 - $143.99 $40.1K - $43.8K
21K $2.77M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.57%
$727.2 - $932.06 $1.45K - $1.86K
355 $274K
PEP
Pepsico Inc

Consumer Defensive
41
+ 1.38%
$151.29 - $176.1 $6.2K - $7.22K
3.01K $457K
AMGN
Amgen Inc

Healthcare
8
+ 0.89%
$258.78 - $328.31 $2.07K - $2.63K
909 $236K
MSFT
Microsoft Corp

Technology
12
+ 0.17%
$406.35 - $454.46 $4.88K - $5.45K
7.02K $2.96M
XOM
Exxon Mobil Corp

Energy
21
+ 0.28%
$105.51 - $125.37 $2.22K - $2.63K
7.46K $802K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
50
+ 0.54%
$59.24 - $74.8 $2.96K - $3.74K
9.33K $571K
FBP
First Bancorp

Financial Services
270
+ 0.8%
$18.31 - $22.2 $4.94K - $5.99K
34.2K $635K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
509
+ 1.56%
$31.31 - $35.01 $15.9K - $17.8K
33.2K $1.04M
LEN
Lennar Corp

Consumer Cyclical
219
+ 6.12%
$136.2 - $188.96 $29.8K - $41.4K
3.8K $517K
XLB
Select Sector Spdr Fd Material

ETFs
1.14K
+ 5.22%
$83.8 - $97.58 $95.4K - $111K
23K $1.93M
HRB
H&R Block Inc

Consumer Cyclical
581
+ 2.66%
$52.14 - $63.36 $30.3K - $36.8K
22.4K $1.18M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.37K
+ 7.42%
$87.1 - $98.49 $381K - $430K
63.2K $5.52M
XLV
Select Sector Spdr Fund Health

ETFs
7.52K
+ 8.45%
$136.28 - $154.74 $1.03M - $1.16M
96.6K $13.3M
Activity Summary
Buys All Purchases 90 New Holdings 21 Increased Positions 69 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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