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
TMUS
T Mobile Us, Inc.

Communication Services
85
New
$226.02 - $259.01 $19.2K - $22K
85 $20K
CME
Cme Group Inc.

Financial Services
77
New
$258.83 - $287.1 $19.9K - $22.1K
77 $20K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
205
New
$100.37 - $100.74 $20.6K - $20.7K
205 $20K
ETN
Eaton Corp PLC

Industrials
55
New
$342.99 - $392.76 $18.9K - $21.6K
55 $20K
FPE
First Tr Pfd Secs & Income ETF

ETFs
838
+ 7.23%
$17.81 - $18.39 $14.9K - $15.4K
12.4K $226K
AFL
Aflac Inc

Financial Services
10
+ 0.33%
$98.09 - $111.7 $981 - $1.12K
3.03K $337K
GVI
Ishares Tr

ETFs
191
New
$105.8 - $107.81 $20.2K - $20.6K
191 $20K
HUBG
Hub Group, Inc.

Industrials
572
New
$33.6 - $37.58 $19.2K - $21.5K
572 $19K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
572
New
$23.52 - $33.89 $13.5K - $19.4K
572 $19K
QCOM
Qualcomm Inc

Technology
117
New
$145.84 - $173.55 $17.1K - $20.3K
117 $19K
VONG
Vanguard Russell 1000 Growth E

ETFs
160
New
$108.08 - $121.73 $17.3K - $19.5K
160 $19K
ADSK
Autodesk, Inc.

Technology
78
New
N/A
78 $19K
GS
Goldman Sachs Group Inc

Financial Services
25
New
$696.56 - $806.32 $17.4K - $20.2K
25 $19K
MBB
Ishares Tr

ETFs
190
New
$92.46 - $95.73 $17.6K - $18.2K
190 $18K
GRMN
Garmin LTD

Technology
74
New
$211.13 - $246.22 $15.6K - $18.2K
74 $18K
DEO
Diageo PLC

Consumer Defensive
198
New
$93.64 - $115.33 $18.5K - $22.8K
198 $18K
CNP
Centerpoint Energy Inc

Utilities
480
New
$35.77 - $39.16 $17.2K - $18.8K
480 $18K
AZN
Astrazeneca PLC

Healthcare
235
New
$68.72 - $82.11 $16.1K - $19.3K
235 $18K
IWR
Ishares Russell Mid Cap ETF

ETFs
192
New
$92.26 - $97.51 $17.7K - $18.7K
192 $18K
PAR
Par Technology Corp

Technology
466
New
$39.58 - $71.23 $18.4K - $33.2K
466 $18K
SSNC
Ss&C Technologies Holdings Inc

Technology
200
New
$81.85 - $90.2 $16.4K - $18K
200 $17K
PPL
Ppl Corp

Utilities
480
New
$33.54 - $37.24 $16.1K - $17.9K
480 $17K
HALO
Halozyme Therapeutics, Inc.

Healthcare
241
New
$52.92 - $78.28 $12.8K - $18.9K
241 $17K
ALGN
Align Technology Inc

Healthcare
141
New
$124.88 - $207.19 $17.6K - $29.2K
141 $17K
VRT
Vertiv Holdings CO

Industrials
200
New
N/A
200 $17K
NXPI
Nxp Semiconductors N.V.

Technology
75
New
$205.16 - $239.07 $15.4K - $17.9K
75 $17K
RS
Reliance Steel & Aluminum CO

Basic Materials
61
New
$277.33 - $343.66 $16.9K - $21K
61 $17K
HLN
Haleon PLC

Healthcare
2K
New
$8.72 - $10.35 $17.4K - $20.7K
2K $17K
MUB
Ishares National Muni Bond ETF

ETFs
169
New
$103.24 - $106.68 $17.4K - $18K
169 $17K
ALC
Alcon Inc

Healthcare
225
New
$73.24 - $92.22 $16.5K - $20.7K
225 $16K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2
+ 0.05%
$78.88 - $85.2 $158 - $170
3.99K $332K
SU
Suncor Energy Inc

Energy
390
New
$37.83 - $43.02 $14.8K - $16.8K
390 $16K
URBN
Urban Outfitters Inc

Consumer Cyclical
235
New
$66.84 - $79.79 $15.7K - $18.8K
235 $16K
KMI
Kinder Morgan, Inc.

Energy
568
New
$26.23 - $28.5 $14.9K - $16.2K
568 $16K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 1.12%
$459.11 - $506.91 $3.67K - $4.06K
725 $364K
BWXT
Bwx Technologies, Inc.

Industrials
92
New
$136.45 - $184.37 $12.6K - $17K
92 $16K
VB
Vanguard Small Cap ETF

ETFs
66
New
$237.58 - $259.17 $15.7K - $17.1K
66 $16K
FFIV
F5, Inc.

Technology
52
New
$290.76 - $334.59 $15.1K - $17.4K
52 $16K
ZTS
Zoetis Inc.

Healthcare
113
New
$141.13 - $159.19 $15.9K - $18K
113 $16K
IIM
Invesco Value Municipal Income Trust

Financial Services
1.33K
New
$11.23 - $12.55 $15K - $16.7K
1.33K $16K
MOD
Modine Manufacturing CO

Consumer Cyclical
117
New
$90.02 - $158.57 $10.5K - $18.6K
117 $16K
USB
Us Bancorp \De\

Financial Services
320
New
$43.94 - $50.41 $14.1K - $16.1K
320 $15K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
593
New
$25.09 - $33.65 $14.9K - $20K
593 $15K
DELL
Dell Technologies Inc.

Technology
108
New
$120.96 - $141.77 $13.1K - $15.3K
108 $15K
FIS
Fidelity National Information Services, Inc.

Technology
231
New
$63.37 - $82.35 $14.6K - $19K
231 $15K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
39
New
$366.54 - $479.53 $14.3K - $18.7K
39 $15K
IWD
Ishares Russell 1000 Val ETF

ETFs
77
New
$192.76 - $203.86 $14.8K - $15.7K
77 $15K
BSX
Boston Scientific Corp

Healthcare
158
New
$97.03 - $108.14 $15.3K - $17.1K
158 $15K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
198
New
$78.96 - $80.04 $15.6K - $15.8K
198 $15K
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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