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
LNT
Alliant Energy Corp

Utilities
407
New
$60.76 - $67.41 $24.7K - $27.4K
407 $27K
CDC
Victory Portfolios Ii Shs Inco

ETFs
395
New
$64.0 - $66.91 $25.3K - $26.4K
395 $26K
ADBE
Adobe Inc.

Technology
74
New
$333.65 - $392.1 $24.7K - $29K
74 $26K
CHKP
Check Point Software Technologies LTD

Technology
130
New
$180.73 - $231.23 $23.5K - $30.1K
130 $26K
ESNT
Essent Group Ltd.

Financial Services
424
New
$55.69 - $65.48 $23.6K - $27.8K
424 $26K
HSBC
Hsbc Holdings PLC

Financial Services
369
New
$60.27 - $70.98 $22.2K - $26.2K
369 $26K
STAG
Stag Industrial, Inc.

Real Estate
759
New
$34.28 - $36.97 $26K - $28.1K
759 $26K
QTWO
Q2 Holdings, Inc.

Technology
360
New
$72.39 - $94.97 $26.1K - $34.2K
360 $26K
MMM
3 M CO

Industrials
172
New
$144.41 - $160.2 $24.8K - $27.6K
172 $26K
FR
First Industrial Realty Trust Inc

Real Estate
509
New
$47.58 - $52.64 $24.2K - $26.8K
509 $26K
SCHX
Schwab Strategic Tr Us Large C

ETFs
970
New
$24.46 - $26.5 $23.7K - $25.7K
970 $25K
WDAY
Workday, Inc.

Technology
106
New
$213.69 - $247.69 $22.7K - $26.3K
106 $25K
USFD
Us Foods Holding Corp.

Consumer Defensive
335
New
$76.35 - $84.68 $25.6K - $28.4K
335 $25K
UBER
Uber Technologies, Inc

Technology
258
New
$86.91 - $99.57 $22.4K - $25.7K
258 $25K
BL
Blackline, Inc.

Technology
474
New
$48.05 - $57.81 $22.8K - $27.4K
474 $25K
ITRI
Itron, Inc.

Technology
424
+ 10.76%
$117.47 - $138.42 $49.8K - $58.7K
4.36K $543K
MORN
Morningstar, Inc.

Financial Services
112
New
$231.72 - $311.89 $26K - $34.9K
112 $25K
RPM
Rpm International Inc

Basic Materials
206
New
$110.07 - $128.23 $22.7K - $26.4K
206 $24K
CCL
Carnival Corp

Consumer Cyclical
850
New
$28.37 - $32.49 $24.1K - $27.6K
850 $24K
REXR
Rexford Industrial Realty, Inc.

Real Estate
592
New
$35.43 - $43.53 $21K - $25.8K
592 $24K
BP
Bp PLC

Energy
700
New
$30.25 - $35.69 $21.2K - $25K
700 $24K
CHDN
Churchill Downs Inc

Consumer Cyclical
256
New
$95.3 - $113.75 $24.4K - $29.1K
256 $24K
BA
Boeing CO

Industrials
115
New
$209.79 - $237.38 $24.1K - $27.3K
115 $24K
WSO
Watsco Inc

Industrials
57
New
$381.94 - $489.97 $21.8K - $27.9K
57 $23K
THRM
Gentherm Inc

Consumer Cyclical
682
New
$29.73 - $37.17 $20.3K - $25.3K
682 $23K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
135
New
$164.12 - $188.32 $22.2K - $25.4K
135 $23K
VCYT
Veracyte, Inc.

Healthcare
699
New
$23.03 - $34.33 $16.1K - $24K
699 $23K
ACGL
Arch Capital Group Ltd.

Financial Services
261
New
$85.61 - $93.54 $22.3K - $24.4K
261 $23K
AZTA
Azenta, Inc.

Healthcare
802
New
$26.9 - $34.48 $21.6K - $27.7K
802 $23K
CLH
Clean Harbors Inc

Industrials
100
New
$225.84 - $250.43 $22.6K - $25K
100 $23K
COF
Capital One Financial Corp

Financial Services
109
New
$207.29 - $229.74 $22.6K - $25K
109 $23K
EHC
Encompass Health Corp

Healthcare
187
New
$107.13 - $127.02 $20K - $23.8K
187 $23K
CACI
Caci International Inc

Technology
56
New
N/A
56 $23K
NOW
Service Now, Inc.

Technology
25
New
$850.86 - $1044.69 $21.3K - $26.1K
25 $23K
EXPD
Expeditors International Of Washington Inc

Industrials
185
New
$111.37 - $124.95 $20.6K - $23.1K
185 $22K
PPG
Ppg Industries Inc

Basic Materials
218
New
$103.65 - $119.07 $22.6K - $26K
218 $22K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
350
New
$61.86 - $71.34 $21.7K - $25K
350 $22K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
276
New
$74.93 - $80.73 $20.7K - $22.3K
276 $22K
OTIS
Otis Worldwide Corp

Industrials
251
New
$84.93 - $101.07 $21.3K - $25.4K
251 $22K
ALLE
Allegion PLC

Industrials
125
New
$145.55 - $179.33 $18.2K - $22.4K
125 $22K
DIS
Walt Disney CO

Communication Services
191
New
$112.25 - $124.0 $21.4K - $23.7K
191 $21K
CHRD
Oasis Petroleum Inc.

Energy
216
New
$99.37 - $114.13 $21.5K - $24.7K
216 $21K
KBR
Kbr, Inc.

Industrials
458
New
$45.52 - $51.61 $20.8K - $23.6K
458 $21K
ECL
Ecolab Inc.

Basic Materials
78
New
$259.39 - $285.47 $20.2K - $22.3K
78 $21K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
130
New
$158.03 - $197.08 $20.5K - $25.6K
130 $21K
CWST
Casella Waste Systems Inc

Industrials
229
New
$86.69 - $114.82 $19.9K - $26.3K
229 $21K
SLB
Schlumberger Limited

Energy
640
New
$32.37 - $37.31 $20.7K - $23.9K
640 $21K
CHE
Chemed Corp

Healthcare
47
New
$412.3 - $483.92 $19.4K - $22.7K
47 $21K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
403
New
$50.29 - $50.86 $20.3K - $20.5K
403 $20K
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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