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
GD
General Dynamics Corp

Industrials
-239
- 24.29%
$293.92 - $341.0 $70.2K - $81.5K
745 $254K
JPM
Jpmorgan Chase & CO

Financial Services
-708
- 9.4%
$282.78 - $316.06 $200K - $224K
6.82K $2.15M
XOM
Exxon Mobil Corp

Energy
-489
- 7.85%
$105.83 - $117.22 $51.8K - $57.3K
5.74K $647K
JHG
Janus Henderson Group PLC

Financial Services
-1.46K
- 18.53%
$39.46 - $45.37 $57.5K - $66.1K
6.4K $285K
UNH
Unitedhealth Group Inc

Healthcare
-203
- 12.91%
$237.77 - $353.61 $48.3K - $71.8K
1.37K $473K
MTG
Mgic Investment Corp

Financial Services
-1.75K
- 2.82%
$25.06 - $28.92 $43.8K - $50.6K
60.1K $1.71M
T
At&T Inc.

Communication Services
-82
- 0.43%
$26.94 - $29.62 $2.21K - $2.43K
18.9K $534K
RTX
Raytheon Technologies Corp

Industrials
-511
- 15.05%
$144.19 - $167.33 $73.7K - $85.5K
2.89K $482K
GFF
Griffon Corp

Industrials
-321
- 6.73%
$67.97 - $82.65 $21.8K - $26.5K
4.45K $338K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-324
- 12.92%
$79.39 - $90.39 $25.7K - $29.3K
2.18K $193K
NRZ
New Residential Investment Corp.

Real Estate
-637
- 3.57%
N/A
17.2K $124K
AER
Aer Cap Holdings N.V.

Industrials
-216
- 3.78%
$107.25 - $124.42 $23.2K - $26.9K
5.5K $665K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-275
- 1.09%
$97.75 - $100.75 $26.9K - $27.7K
24.8K $2.49M
Grupo Cibest Sa
-844
- 8.93%
N/A
8.6K $0
PKW
Invesco Exchange Traded Fd Tr

ETFs
-178
- 6.61%
$123.59 - $132.83 $22K - $23.6K
2.51K $332K
PBS
Invesco Exchange Traded Fd Tr

ETFs
-1.25K
- 8.13%
N/A
14.1K $0
Linde PLC
-26
- 2.87%
N/A
880 $0
Barrick Mng Corp
-4.39K
- 13.12%
N/A
29K $0
MS
Morgan Stanley

Financial Services
-264
- 9.04%
$139.09 - $161.16 $36.7K - $42.5K
2.66K $422K
MCK
Mckesson Corp

Healthcare
-16
- 2.48%
$659.01 - $772.54 $10.5K - $12.4K
630 $486K
FBP
First Bancorp

Financial Services
-1.34K
- 3.64%
$20.32 - $22.49 $27.1K - $30K
35.4K $779K
SANM
Sanmina Corp

Technology
-639
- 11.69%
$95.79 - $123.84 $61.2K - $79.1K
4.83K $555K
EME
Emcor Group, Inc.

Industrials
-332
- 16.09%
$530.88 - $655.83 $176K - $218K
1.73K $1.12M
PEP
Pepsico Inc

Consumer Defensive
-8
- 0.31%
$133.81 - $152.16 $1.07K - $1.22K
2.59K $364K
NSC
Norfolk Southern Corp

Industrials
-58
- 6.09%
$259.49 - $300.41 $15.1K - $17.4K
895 $268K
MSI
Motorola Solutions, Inc.

Technology
-36
- 3.07%
$408.73 - $490.3 $14.7K - $17.7K
1.14K $519K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-3
- 0.03%
$60.01 - $65.01 $180 - $195
9.38K $609K
FLEX
Flex Ltd.

Technology
-1.47K
- 9.41%
$48.49 - $59.33 $71.4K - $87.4K
14.2K $822K
VO
Vanguard Mid Cap ETF

ETFs
-65
- 1.53%
$279.83 - $293.74 $18.2K - $19.1K
4.18K $1.23M
DFAT
Dimensional ETF Tr U S Target

ETFs
-835
- 3.82%
$53.36 - $59.69 $44.6K - $49.8K
21K $1.22M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-363
- 1.32%
$41.91 - $44.87 $15.2K - $16.3K
27.2K $1.22M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-740
- 5.9%
$71.11 - $81.68 $52.6K - $60.4K
11.8K $943K
EBAY
Ebay Inc

Consumer Cyclical
-475
- 8.03%
$75.33 - $100.77 $35.8K - $47.9K
5.44K $495K
ABBV
Abb Vie Inc.

Healthcare
-224
- 8.73%
$184.85 - $231.54 $41.4K - $51.9K
2.34K $542K
ORI
Old Republic International Corp

Financial Services
-878
- 3.39%
$35.74 - $42.47 $31.4K - $37.3K
25K $1.06M
AIT
Applied Industrial Technologies Inc

Industrials
-240
- 5.16%
$242.14 - $275.72 $58.1K - $66.2K
4.41K $1.15M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-1.45K
- 11.28%
$56.32 - $68.81 $81.8K - $99.9K
11.4K $786K
C
Citigroup Inc

Financial Services
-2.14K
- 11.72%
$85.57 - $103.49 $183K - $221K
16.1K $1.63M
JNJ
Johnson & Johnson

Healthcare
-150
- 4.26%
$155.17 - $185.42 $23.3K - $27.8K
3.37K $625K
MLI
Mueller Industries Inc

Industrials
-1.26K
- 12.55%
$82.07 - $101.7 $104K - $129K
8.81K $890K
VTI
Vanguard Total Stock Market Et

ETFs
-103
- 1.99%
$303.93 - $329.86 $31.3K - $34K
5.06K $1.66M
R
Ryder System Inc

Industrials
-748
- 9.38%
$168.66 - $189.57 $126K - $142K
7.23K $1.36M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-207
- 4.26%
$105.93 - $131.8 $21.9K - $27.3K
4.65K $612K
DORM
Dorman Products, Inc.

Consumer Cyclical
-310
- 6.52%
$119.13 - $166.34 $36.9K - $51.6K
4.44K $692K
IAG
Iamgold Corp

Basic Materials
-13.4K
- 15.01%
$6.74 - $12.93 $90.4K - $173K
75.9K $981K
AAPL
Apple Inc.

Technology
-1.95K
- 9.89%
$202.38 - $256.87 $394K - $500K
17.7K $4.52M
SPYG
Spdr Portfolio

ETFs
-1.25K
- 1.77%
$94.33 - $105.31 $118K - $131K
69.1K $7.22M
APP
App Lovin Corp

Technology
-330
- 13.17%
$335.1 - $718.54 $111K - $237K
2.18K $1.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
-274
- 1.04%
$617.65 - $666.84 $169K - $183K
26K $17.3M
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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