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
FICO
Fair Isaac Corp

Technology
6
New
$1311.26 - $1869.83 $7.87K - $11.2K
6 $8K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
750
New
$10.81 - $11.15 $8.11K - $8.36K
750 $8K
TECK
Teck Resources LTD

Basic Materials
196
New
$31.27 - $44.1 $6.13K - $8.64K
196 $8K
HAL
Halliburton CO

Energy
355
New
$20.5 - $25.11 $7.28K - $8.91K
355 $8K
PIM
Putnam Master Intermediate Income Trust

Financial Services
2.5K
New
$3.29 - $3.49 $8.23K - $8.73K
2.5K $8K
WMB
Williams Companies, Inc.

Energy
135
New
$56.52 - $64.01 $7.63K - $8.64K
135 $8K
TTC
Toro CO

Industrials
118
New
$72.64 - $82.54 $8.57K - $9.74K
118 $8K
GLOB
Globant S.A.

Technology
130
New
$55.6 - $93.3 $7.23K - $12.1K
130 $7K
IYW
Ishares Dj Us Tech ETF

ETFs
36
New
$171.38 - $197.01 $6.17K - $7.09K
36 $7K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
97
New
$72.04 - $77.35 $6.99K - $7.5K
97 $7K
GLW
Corning Inc

Technology
87
New
$51.6 - $82.03 $4.49K - $7.14K
87 $7K
IBN
Icici Bank LTD

Financial Services
238
New
$30.23 - $34.41 $7.19K - $8.19K
238 $7K
CNQ
Canadian Natural Resources LTD

Energy
238
New
$29.31 - $32.93 $6.98K - $7.84K
238 $7K
IGM
Ishares Expanded Tech Sector E

ETFs
52
New
$110.96 - $127.67 $5.77K - $6.64K
52 $6K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
32
New
$196.15 - $217.83 $6.28K - $6.97K
32 $6K
BAH
Booz Allen Hamilton Holding Corp

Industrials
65
New
$97.53 - $115.95 $6.34K - $7.54K
65 $6K
RAVI
Flexshares Tr Ready Access Var

ETFs
88
New
$75.24 - $75.63 $6.62K - $6.66K
88 $6K
PANW
Palo Alto Networks Inc

Technology
30
New
$167.06 - $208.19 $5.01K - $6.25K
30 $6K
FIW
First Trust Water ETF

ETFs
58
New
$107.54 - $115.08 $6.24K - $6.67K
58 $6K
DG
Dollar General Corp

Consumer Defensive
65
New
$101.86 - $116.32 $6.62K - $7.56K
65 $6K
LUV
Southwest Airlines CO

Industrials
200
New
$29.06 - $37.7 $5.81K - $7.54K
200 $6K
HOG
Harley Davidson, Inc.

Consumer Cyclical
223
New
$22.95 - $31.03 $5.12K - $6.92K
223 $6K
D
Dominion Energy, Inc

Utilities
91
New
$56.32 - $62.1 $5.13K - $5.65K
91 $5K
FREL
Fidelity Covington Tr Msci Rea

ETFs
212
New
$26.84 - $28.32 $5.69K - $6K
212 $5K
DHR
Danaher Corp

Healthcare
29
New
$181.46 - $212.2 $5.26K - $6.15K
29 $5K
TROW
Price T Rowe Group Inc

Financial Services
52
New
$98.67 - $111.52 $5.13K - $5.8K
52 $5K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
146
New
$31.78 - $33.69 $4.64K - $4.92K
146 $4K
TEI
Templeton Emerging Markets Income Fund

Financial Services
750
New
$5.85 - $6.44 $4.39K - $4.83K
750 $4K
YOU
Clear Secure, Inc.

Technology
126
New
$27.98 - $38.03 $3.53K - $4.79K
126 $4K
BCO
Brinks CO

Industrials
35
New
$85.19 - $117.52 $2.98K - $4.11K
35 $4K
STRL
Sterling Construction CO Inc

Industrials
12
New
$222.54 - $371.84 $2.67K - $4.46K
12 $4K
HYG
Ishares Tr

ETFs
60
New
$79.85 - $81.32 $4.79K - $4.88K
60 $4K
CHWY
Chewy, Inc.

Consumer Cyclical
100
New
$34.27 - $42.33 $3.43K - $4.23K
100 $4K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
84
New
$55.15 - $58.11 $4.63K - $4.88K
84 $4K
MPLX
Mplx LP

Energy
100
New
$49.42 - $52.71 $4.94K - $5.27K
100 $4K
DIV
Global X Superdividend Us ETF

ETFs
237
New
N/A
237 $4K
PBP
Invesco Exchange Traded Fd Tr

ETFs
199
New
$21.75 - $22.26 $4.33K - $4.43K
199 $4K
TU
Telus Corp

Communication Services
300
New
$15.6 - $16.63 $4.68K - $4.99K
300 $4K
NMAI
Nuveen Multi Asset Income Fund

ETFs
364
New
$12.35 - $13.01 $4.5K - $4.74K
364 $4K
SNOW
Snowflake Inc.

Technology
15
New
$191.73 - $241.0 $2.88K - $3.62K
15 $3K
XLY
Select Sector Spdr Consumer Di

ETFs
13
New
$216.09 - $242.18 $2.81K - $3.15K
13 $3K
KEX
Kirby Corp

Industrials
39
New
$82.64 - $120.83 $3.22K - $4.71K
39 $3K
IGF
Ishares Global Infrastructure

ETFs
56
New
$58.29 - $61.43 $3.26K - $3.44K
56 $3K
VCIT
Vanguard Intermediate Term Cor

ETFs
42
New
$81.75 - $84.54 $3.43K - $3.55K
42 $3K
LDOS
Leidos Holdings, Inc.

Technology
20
New
$159.2 - $188.96 $3.18K - $3.78K
20 $3K
ARMP
Armata Pharmaceuticals, Inc.

Healthcare
1K
New
$1.92 - $3.07 $1.92K - $3.07K
1K $3K
MYE
Myers Industries Inc

Consumer Cyclical
200
New
$14.5 - $16.94 $2.9K - $3.39K
200 $3K
IIPR
Innovative Industrial Properties Inc

Real Estate
59
New
$45.83 - $58.26 $2.7K - $3.44K
59 $3K
FSK
Fs Kkr Capital Corp

Financial Services
218
New
$14.93 - $22.48 $3.25K - $4.9K
218 $3K
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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