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
FDS
Factset Research Systems Inc

Financial Services
276
New
$283.86 - $450.3 $78.3K - $124K
276 $79K
ATKR
Atkore Inc.

Industrials
1.27K
New
$53.85 - $79.64 $68.3K - $101K
1.27K $79K
BR
Broadridge Financial Solutions, Inc.

Technology
324
New
$233.75 - $266.89 $75.7K - $86.5K
324 $77K
HWC
Hancock Whitney Corp

Financial Services
114
+ 0.86%
$57.63 - $64.31 $6.57K - $7.33K
13.4K $837K
IJS
Ishares S&P Smallcap 600 Value

ETFs
692
New
$98.99 - $112.2 $68.5K - $77.6K
692 $76K
WRB
Berkley W R Corp

Financial Services
990
New
$67.78 - $76.62 $67.1K - $75.9K
990 $75K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
965
New
$72.65 - $78.68 $70.1K - $75.9K
965 $75K
OHI
Omega Healthcare Investors Inc

Real Estate
468
+ 4.78%
$36.29 - $43.34 $17K - $20.3K
10.3K $432K
OGE
Oge Energy Corp.

Utilities
1.61K
New
$43.46 - $46.27 $69.9K - $74.4K
1.61K $74K
APO
Apollo Global Management, Inc.

Financial Services
550
New
$131.55 - $156.05 $72.4K - $85.8K
550 $73K
RELX
Relx PLC

Communication Services
1.51K
New
$45.13 - $54.19 $68.3K - $82K
1.51K $72K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
1.12K
+ 7.66%
$19.14 - $25.0 $21.4K - $27.9K
15.7K $390K
MA
Mastercard Inc

Financial Services
123
New
$550.18 - $598.96 $67.7K - $73.7K
123 $69K
ISRG
Intuitive Surgical Inc

Healthcare
156
New
$433.66 - $544.47 $67.7K - $84.9K
156 $69K
EMR
Emerson Electric CO

Industrials
524
New
$128.6 - $149.63 $67.4K - $78.4K
524 $68K
MANH
Manhattan Associates Inc

Technology
330
New
$196.16 - $227.94 $64.7K - $75.2K
330 $67K
PFE
Pfizer Inc

Healthcare
2.63K
New
$23.29 - $25.88 $61.3K - $68.1K
2.63K $67K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
2.88K
New
$21.0 - $23.0 $60.5K - $66.2K
2.88K $66K
CLX
Clorox CO

Consumer Defensive
514
New
$117.67 - $131.43 $60.5K - $67.6K
514 $63K
CASY
Caseys General Stores Inc

Consumer Cyclical
110
New
$494.52 - $565.32 $54.4K - $62.2K
110 $62K
ASML
Asml Holding Nv

Technology
65
New
$689.63 - $968.09 $44.8K - $62.9K
65 $62K
CTAS
Cintas Corp

Industrials
300
New
$199.29 - $226.27 $59.8K - $67.9K
300 $61K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
2.74K
New
$21.91 - $22.57 $59.9K - $61.8K
2.74K $61K
NPO
Enpro Industries, Inc

Industrials
274
New
$195.22 - $231.56 $53.5K - $63.4K
274 $61K
WMT
Walmart Inc.

Consumer Defensive
594
New
$94.4 - $104.27 $56.1K - $61.9K
594 $61K
RE
Everest Re Group LTD

Financial Services
163
New
N/A
163 $60K
UHS
Universal Health Services Inc

Healthcare
294
New
$154.95 - $204.44 $45.6K - $60.1K
294 $60K
FBT
First Trust Nyse Arca Biotechn

ETFs
340
New
$159.46 - $180.52 $54.2K - $61.4K
340 $60K
CVLT
Commvault Systems Inc

Technology
308
New
$163.43 - $195.41 $50.3K - $60.2K
308 $58K
ED
Consolidated Edison Inc

Utilities
575
New
$95.57 - $105.36 $55K - $60.6K
575 $57K
CI
Cigna Corp

Healthcare
196
New
$262.23 - $334.39 $51.4K - $65.5K
196 $56K
BEN
Franklin Resources Inc

Financial Services
2.42K
New
$23.13 - $26.03 $55.9K - $62.9K
2.42K $55K
IMO
Imperial Oil LTD

Energy
600
New
$80.03 - $95.16 $48K - $57.1K
600 $54K
ENSG
Ensign Group, Inc

Healthcare
307
New
$136.36 - $174.12 $41.9K - $53.5K
307 $53K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.35K
+ 11.35%
$30.67 - $32.13 $41.3K - $43.3K
13.2K $417K
GMED
Globus Medical Inc

Healthcare
937
New
$51.89 - $62.79 $48.6K - $58.8K
937 $53K
TRMB
Trimble Inc.

Technology
660
New
$76.46 - $85.24 $50.5K - $56.3K
660 $53K
VMI
Valmont Industries Inc

Industrials
136
New
$328.58 - $387.73 $44.7K - $52.7K
136 $52K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.34K
New
$38.52 - $39.39 $51.5K - $52.6K
1.34K $52K
VEA
Vanguard Ftse Developed Market

ETFs
857
New
$56.02 - $60.3 $48K - $51.7K
857 $51K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
944
New
$49.43 - $54.52 $46.7K - $51.5K
944 $51K
VZ
Verizon Communications Inc

Communication Services
858
+ 4.81%
$40.84 - $45.06 $35K - $38.7K
18.7K $821K
LNC
Lincoln National Corp

Financial Services
57
+ 0.68%
$33.37 - $43.29 $1.9K - $2.47K
8.43K $339K
TGNA
Tegna Inc

Communication Services
2.5K
New
$15.04 - $21.28 $37.6K - $53.1K
2.5K $50K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
346
New
$134.42 - $141.26 $46.5K - $48.9K
346 $48K
ESI
Element Solutions Inc

Basic Materials
1.94K
New
$23.13 - $26.99 $44.8K - $52.2K
1.94K $48K
PODD
Insulet Corp

Healthcare
158
New
$277.3 - $352.82 $43.8K - $55.7K
158 $48K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
217
New
$201.83 - $230.93 $43.8K - $50.1K
217 $48K
FANG
Diamondback Energy, Inc.

Energy
335
New
$134.53 - $152.5 $45.1K - $51.1K
335 $47K
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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