Private Client Services, LLC Purchases in Q1 2025

Private Client Services, LLC

  • $202 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
905
+ 13.6%
$100.99 - $111.19 $91.4K - $101K
7.56K $840M
XOM
Exxon Mobil Corp

Energy
346
+ 3.67%
$105.44 - $118.93 $36.5K - $41.1K
9.76K $1.16B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
7.52K
+ 34.92%
$36.64 - $45.76 $276K - $344K
29.1K $1.09B
QQQ
Invesco Qqq Trust, Series 1

ETFs
890
+ 11.94%
$468.34 - $539.52 $417K - $480K
8.34K $3.91B
REAX
Real Brokerage Inc

Real Estate
21.2K
New
$4.06 - $5.51 $86K - $117K
21.2K $86M
V
Visa Inc.

Financial Services
62
+ 3.53%
$306.92 - $362.71 $19K - $22.5K
1.82K $637M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
543
+ 40.61%
$192.82 - $222.1 $105K - $121K
1.88K $363M
ET
Energy Transfer LP

Energy
5.27K
+ 31.16%
$17.26 - $21.08 $91K - $111K
22.2K $412M
CVX
Chevron Corp

Energy
241
+ 14.25%
$146.71 - $167.97 $35.4K - $40.5K
1.93K $323M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.94K
+ 12.85%
$30.73 - $32.26 $90.3K - $94.8K
25.8K $793M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.32K
+ 21.79%
$50.29 - $50.5 $66.2K - $66.5K
7.36K $370M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.22K
+ 3.01%
$56.17 - $59.71 $68.4K - $72.7K
41.7K $2.38B
PSLV
Sprott Physical Silver Trust

Financial Services
230
+ 0.93%
$9.86 - $11.68 $2.27K - $2.69K
25K $290M
T
At&T Inc.

Communication Services
14
+ 0.16%
$21.56 - $28.28 $302 - $396
8.92K $252M
MO
Altria Group, Inc.

Consumer Defensive
63
+ 1.23%
$50.81 - $60.02 $3.2K - $3.78K
5.2K $312M
TDIV
First Trust Nasdaq Technology

ETFs
922
+ 17.8%
$73.39 - $83.95 $67.7K - $77.4K
6.1K $449M
MA
Mastercard Inc

Financial Services
35
+ 4.21%
$504.67 - $576.31 $17.7K - $20.2K
867 $475M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
888
+ 23.09%
$57.21 - $65.8 $50.8K - $58.4K
4.73K $276M
NEAR
Blackrock Short Maturity Bond

ETFs
511
+ 8.04%
$50.4 - $50.89 $25.8K - $26K
6.87K $349M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
561
+ 6.62%
$50.03 - $50.27 $28.1K - $28.2K
9.04K $453M
TSLA
Tesla, Inc.

Consumer Cyclical
391
+ 76.82%
$222.15 - $428.22 $86.9K - $167K
900 $233M
VTV
Vanguard Value ETF

ETFs
41
+ 0.69%
$167.73 - $179.21 $6.88K - $7.35K
6.02K $1.04B
NFLX
Netflix Inc

Communication Services
18
+ 6.84%
$828.4 - $1058.6 $14.9K - $19.1K
281 $262M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
469
+ 7.04%
$50.87 - $51.09 $23.9K - $24K
7.13K $364M
FDT
First Trust Developed Markets

ETFs
115
+ 2.66%
$53.51 - $60.98 $6.15K - $7.01K
4.44K $258M
First Tr Exchange Traded Fd
947
+ 7.34%
N/A
13.8K $287M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
329
+ 32.32%
$165.25 - $224.62 $54.4K - $73.9K
1.35K $224M
XLV
Select Sector Spdr Fund Health

ETFs
9
+ 0.36%
$137.61 - $149.68 $1.24K - $1.35K
2.49K $364M
VNQ
Vanguard Specialized Funds Van

ETFs
162
+ 3.81%
$85.55 - $94.34 $13.9K - $15.3K
4.42K $400M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
51
+ 9.85%
$408.78 - $448.82 $20.8K - $22.9K
569 $239M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
37
+ 1.43%
$87.68 - $94.52 $3.24K - $3.5K
2.62K $245M
SHV
Ishares Tr

ETFs
137
+ 6.14%
$110.11 - $110.51 $15.1K - $15.1K
2.37K $262M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.06%
$71.24 - $83.64 $142 - $167
3.6K $282M
VTI
Vanguard Total Stock Market Et

ETFs
120
+ 10.14%
$271.18 - $303.12 $32.5K - $36.4K
1.3K $358M
LGOV
First Tr ETF Iv Long Duration

ETFs
327
+ 2.88%
$20.41 - $21.7 $6.67K - $7.1K
11.7K $251M
XLU
Utilities Sector Spdr

ETFs
21
+ 0.64%
$74.7 - $80.27 $1.57K - $1.69K
3.31K $261M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
36
+ 0.21%
$27.01 - $28.54 $972 - $1.03K
16.9K $472M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
60
+ 1.09%
$77.7 - $78.94 $4.66K - $4.74K
5.58K $440M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
289
+ 13.89%
$102.49 - $119.96 $29.6K - $34.7K
2.37K $248M
RYLD
Global X Fds Russell 2000 Cove

ETFs
1.31K
+ 11.69%
$14.93 - $16.85 $19.5K - $22K
12.5K $189M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
49
+ 0.71%
$39.61 - $42.65 $1.94K - $2.09K
6.97K $284M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.22K
+ 10.97%
$16.57 - $18.85 $20.2K - $22.9K
12.3K $205M
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.16%
$112.81 - $126.16 $338 - $378
1.85K $225M
XYLD
Global X Fds S&P 500 Covered C

ETFs
366
+ 6.64%
$39.02 - $42.89 $14.3K - $15.7K
5.88K $232M
FMF
First Trust Managed Futures St

ETFs
153
+ 2.58%
$45.87 - $48.39 $7.02K - $7.4K
6.08K $280M
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.38%
N/A
1.57K $305M
HD
Home Depot, Inc.

Consumer Cyclical
40
+ 5.11%
$347.25 - $424.87 $13.9K - $17K
823 $301M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
129
+ 3.43%
$64.88 - $72.1 $8.37K - $9.3K
3.89K $256M
IYW
Ishares Dj Us Tech ETF

ETFs
426
+ 12.74%
$140.44 - $166.79 $59.8K - $71.1K
3.77K $529M
Activity Summary
Buys All Purchases 117 New Holdings 27 Increased Positions 90 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Private Client Services, LLC Portfolio

Follow Private Client Services, 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 Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email