Measured Wealth Private Client Group, LLC Sells in Q3 2025

Measured Wealth Private Client Group, LLC

  • $364 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-53
- 0.03%
$82.58 - $105.54 $4.38K - $5.59K
169K $14.1M
MFC
Manulife Financial Corp

Financial Services
-30.1K
- 57.0%
$29.9 - $32.34 $900K - $974K
22.7K $707K
GPS
Gap Inc

Consumer Cyclical
-39.9K
- 89.69%
N/A
4.58K $92K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-7.9K
- 84.6%
$84.43 - $97.93 $667K - $774K
1.44K $122K
XLU
Utilities Sector Spdr

ETFs
-10.1K
- 19.26%
$81.14 - $87.32 $817K - $879K
42.2K $3.68M
UNM
Unum Group

Financial Services
-6.7K
- 55.66%
$68.55 - $82.12 $459K - $550K
5.34K $414K
BMA
Macro Bank Inc.

Financial Services
-5.72K
- 77.68%
$39.27 - $75.71 $225K - $433K
1.64K $69K
MWA
Mueller Water Products, Inc.

Industrials
-18.6K
- 60.44%
$23.94 - $27.39 $445K - $510K
12.2K $310K
PLMR
Palomar Holdings, Inc.

Financial Services
-2.09K
- 57.07%
$112.26 - $148.79 $235K - $312K
1.58K $183K
IP
International Paper CO

Consumer Cyclical
-7.23K
- 60.74%
$45.32 - $55.68 $328K - $403K
4.67K $216K
BMY
Bristol Myers Squibb CO

Healthcare
-5.21K
- 36.48%
$43.31 - $48.98 $226K - $255K
9.08K $409K
GM
General Motors CO

Consumer Cyclical
-5.56K
- 69.52%
$48.89 - $61.24 $272K - $341K
2.44K $148K
SPMD
Spdr Portfolio

ETFs
-8.03K
- 8.92%
$54.43 - $58.29 $437K - $468K
81.9K $4.68M
META
Meta Platforms, Inc.

Communication Services
-271
- 48.57%
$695.21 - $791.73 $188K - $215K
287 $210K
MSFT
Microsoft Corp

Technology
-627
- 9.5%
$491.09 - $535.64 $308K - $336K
5.98K $3.09M
LLY
Eli Lilly & CO

Healthcare
-216
- 64.09%
$625.65 - $812.69 $135K - $176K
121 $92K
LEN
Lennar Corp

Consumer Cyclical
-1.56K
- 77.9%
$107.73 - $142.4 $168K - $222K
442 $55K
AMZN
Amazon Com Inc

Consumer Cyclical
-733
- 34.17%
$211.65 - $238.24 $155K - $175K
1.41K $310K
COST
Costco Wholesale Corp

Consumer Defensive
-145
- 47.23%
$915.95 - $994.57 $133K - $144K
162 $149K
CNA
Cna Financial Corp

Financial Services
-3.16K
- 39.7%
$43.33 - $49.55 $137K - $157K
4.81K $223K
NBN
Northeast Bk Lewiston Me Com

Financial Services
-3K
- 21.27%
$92.45 - $112.86 $277K - $339K
11.1K $1.11M
AGZ
Ishares Agency Bond ETF

ETFs
-1.18K
- 17.92%
$108.74 - $110.41 $128K - $130K
5.4K $596K
UGI
Ugi Corp

Utilities
-1.2K
- 4.76%
$32.64 - $37.14 $39.1K - $44.5K
23.9K $796K
V
Visa Inc.

Financial Services
-289
- 26.42%
$332.09 - $358.86 $96K - $104K
805 $274K
SLV
I Shares Silver Trust

ETFs
-5.29K
- 44.9%
$32.73 - $42.5 $173K - $225K
6.49K $275K
INGR
Ingredion Inc

Consumer Defensive
-38
- 0.54%
$121.01 - $138.21 $4.6K - $5.25K
7.02K $857K
CAT
Caterpillar Inc

Industrials
-365
- 42.84%
$390.92 - $477.15 $143K - $174K
487 $232K
HD
Home Depot, Inc.

Consumer Cyclical
-321
- 33.61%
$357.4 - $423.42 $115K - $136K
634 $256K
ACN
Accenture PLC

Technology
-103
- 8.1%
$232.56 - $304.78 $24K - $31.4K
1.17K $288K
PHM
Pultegroup Inc

Consumer Cyclical
-1.1K
- 49.35%
$108.0 - $141.42 $118K - $155K
1.13K $148K
BAC
Bank Of America Corp

Financial Services
-2.02K
- 40.5%
$44.92 - $52.42 $90.6K - $106K
2.97K $152K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-183
- 27.52%
$567.77 - $614.76 $104K - $113K
482 $295K
XLI
Industrial Sector Spdr

ETFs
-723
- 15.59%
$147.94 - $154.99 $107K - $112K
3.92K $603K
GOOGL
Alphabet Inc.

Communication Services
-744
- 47.94%
$174.36 - $254.72 $130K - $190K
808 $196K
CSCO
Cisco Systems, Inc.

Technology
-987
- 15.69%
$66.2 - $71.79 $65.3K - $70.9K
5.3K $362K
ARCC
Ares Capital Corp

Financial Services
-808
- 2.21%
$20.41 - $23.25 $16.5K - $18.8K
35.8K $730K
NRG
Nrg Energy, Inc.

Utilities
-513
- 6.71%
$144.77 - $173.91 $74.3K - $89.2K
7.14K $1.16M
VTRS
Viatris Inc

Healthcare
-8.14K
- 75.93%
$8.74 - $10.69 $71.2K - $87K
2.58K $25K
MCD
Mcdonalds Corp

Consumer Cyclical
-247
- 25.6%
$291.67 - $316.99 $72K - $78.3K
718 $218K
KO
Coca Cola CO

Consumer Defensive
-736
- 23.35%
$65.67 - $71.67 $48.3K - $52.7K
2.42K $160K
TRV
Travelers Companies, Inc.

Financial Services
-339
- 12.72%
$250.62 - $279.43 $85K - $94.7K
2.33K $649K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-2.8K
- 6.19%
$35.94 - $38.52 $101K - $108K
42.5K $1.58M
APAM
Artisan Partners Asset Management Inc.

Financial Services
-1.13K
- 17.41%
$43.4 - $48.34 $48.8K - $54.4K
5.34K $231K
IRM
Iron Mountain Inc

Real Estate
-411
- 4.99%
$89.46 - $104.46 $36.8K - $42.9K
7.83K $798K
PG
Procter & Gamble CO

Consumer Defensive
-221
- 12.66%
$150.47 - $161.22 $33.3K - $35.6K
1.53K $234K
SYF
Synchrony Financial

Financial Services
-1.54K
- 9.78%
$67.53 - $76.86 $104K - $119K
14.2K $1.01M
OEF
Ishares S&P 100 ETF

ETFs
-154
- 1.25%
N/A
12.2K $3.23M
MRK
Merck & Co., Inc.

Healthcare
-602
- 18.96%
$77.6 - $87.37 $46.7K - $52.6K
2.57K $215K
XLF
Financial Sector Spdr

ETFs
-2.67K
- 3.66%
$51.37 - $54.25 $137K - $145K
70.3K $3.79M
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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