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
FE
Firstenergy Corp

Utilities
341
New
$39.76 - $45.82 $13.6K - $15.6K
341 $15K
DVA
Davita Inc.

Healthcare
111
New
$127.69 - $151.32 $14.2K - $16.8K
111 $14K
IT
Gartner Inc

Technology
56
New
$225.98 - $406.7 $12.7K - $22.8K
56 $14K
HOLX
Hologic Inc

Healthcare
208
New
$63.26 - $68.98 $13.2K - $14.3K
208 $14K
RIO
Rio Tinto PLC

Basic Materials
227
New
$57.66 - $66.01 $13.1K - $15K
227 $14K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
180
New
$82.38 - $83.0 $14.8K - $14.9K
180 $14K
SUI
Sun Communities Inc

Real Estate
110
New
$116.6 - $131.28 $12.8K - $14.4K
110 $14K
TPL
Texas Pacific Land Corp

Energy
16
New
$854.83 - $1075.97 $13.7K - $17.2K
16 $14K
NICE
Nice Ltd.

Technology
95
New
$127.85 - $171.98 $12.1K - $16.3K
95 $13K
APLE
Apple Hospitality Reit, Inc.

Real Estate
1.1K
New
$11.53 - $13.17 $12.6K - $14.4K
1.1K $13K
WELL
Welltower Inc.

Real Estate
75
New
$150.71 - $178.14 $11.3K - $13.4K
75 $13K
TT
Trane Technologies PLC

Industrials
31
New
$398.96 - $472.54 $12.4K - $14.6K
31 $13K
FLR
Fluor Corp

Industrials
310
New
$39.99 - $56.77 $12.4K - $17.6K
310 $13K
LII
Lennox International Inc

Industrials
26
New
$516.18 - $664.54 $13.4K - $17.3K
26 $13K
GE
General Electric CO

Industrials
40
New
$244.75 - $305.63 $9.79K - $12.2K
40 $12K
JNK
Spdr Bloomberg High Yield Bond

ETFs
132
New
$96.22 - $98.19 $12.7K - $13K
132 $12K
AVT
Avnet Inc

Technology
231
New
$49.46 - $56.3 $11.4K - $13K
231 $12K
SRLN
Ssga Active Trust

ETFs
309
New
$41.28 - $41.65 $12.8K - $12.9K
309 $12K
KAI
Kadant Inc

Industrials
43
New
$297.58 - $358.61 $12.8K - $15.4K
43 $12K
REVG
Rev Group, Inc.

Industrials
212
New
$46.09 - $63.91 $9.77K - $13.5K
212 $12K
NSIT
Insight Enterprises Inc

Technology
103
New
$111.76 - $146.66 $11.5K - $15.1K
103 $11K
VBK
Vanguard Small Cap Growth ETF

ETFs
40
New
$276.51 - $305.12 $11.1K - $12.2K
40 $11K
BRO
Brown & Brown, Inc.

Financial Services
127
New
$90.88 - $108.93 $11.5K - $13.8K
127 $11K
PGR
Progressive Corp

Financial Services
48
New
$238.61 - $264.3 $11.5K - $12.7K
48 $11K
WEX
Wex Inc.

Technology
75
New
$149.2 - $176.26 $11.2K - $13.2K
75 $11K
LQD
Ishares Iboxx $ Investment Gra

ETFs
103
New
$107.66 - $112.36 $11.1K - $11.6K
103 $11K
NVO
Novo Nordisk A S

Healthcare
210
New
$45.38 - $71.7 $9.53K - $15.1K
210 $11K
GPC
Genuine Parts CO

Consumer Cyclical
83
New
$122.23 - $142.77 $10.1K - $11.8K
83 $11K
JBL
Jabil Inc

Technology
59
+ 2.13%
$202.08 - $234.45 $11.9K - $13.8K
2.82K $613K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
158
New
$62.49 - $64.56 $9.87K - $10.2K
158 $10K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
236
New
$45.54 - $48.43 $10.7K - $11.4K
236 $10K
ICLR
Icon PLC

Healthcare
60
New
$139.63 - $195.01 $8.38K - $11.7K
60 $10K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
216
New
$43.65 - $46.42 $9.43K - $10K
216 $10K
CMCSA
Comcast Corp

Communication Services
337
New
$31.41 - $36.33 $10.6K - $12.2K
337 $10K
RSG
Republic Services, Inc.

Industrials
46
New
$225.33 - $246.01 $10.4K - $11.3K
46 $10K
ALGT
Allegiant Travel CO

Industrials
166
New
$48.12 - $65.84 $7.99K - $10.9K
166 $10K
GNTX
Gentex Corp

Consumer Cyclical
380
New
$22.66 - $29.06 $8.61K - $11K
380 $10K
STNG
Scorpio Tankers Inc.

Energy
192
New
$39.9 - $60.85 $7.66K - $11.7K
192 $10K
IQLT
Ishares Msci Intl Quality Fact

ETFs
241
New
$41.43 - $44.2 $9.98K - $10.7K
241 $10K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
161
New
$61.95 - $80.32 $9.97K - $12.9K
161 $10K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
132
New
$50.79 - $76.4 $6.7K - $10.1K
132 $10K
VLUE
Ishares Msci Usa Value Factor

ETFs
87
New
$111.55 - $125.05 $9.7K - $10.9K
87 $10K
JBHT
Hunt J B Transport Services Inc

Industrials
69
New
$130.65 - $154.66 $9.01K - $10.7K
69 $9K
F
Ford Motor CO

Consumer Cyclical
800
New
$10.82 - $12.09 $8.66K - $9.67K
800 $9K
CBT
Cabot Corp

Basic Materials
126
New
$72.0 - $82.94 $9.07K - $10.5K
126 $9K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
108
New
$79.76 - $85.78 $8.61K - $9.26K
108 $9K
VHT
Vanguard Health Care ETF

ETFs
38
New
$239.12 - $259.95 $9.09K - $9.88K
38 $9K
TGT
Target Corp

Consumer Defensive
108
New
$86.56 - $107.43 $9.35K - $11.6K
108 $9K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
152
New
$54.35 - $59.32 $8.26K - $9.02K
152 $8K
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
Track This Portfolio

Track Measured Wealth Private Client Group, LLC Portfolio

Follow Measured Wealth Private Client Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email