Private Client Services, LLC Incresed Positions in Q3 2025

Private Client Services, LLC

  • $299 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
10.5K
+ 29.28%
$620.67 - $670.08 $6.52M - $7.04M
46.4K $31B
IEFA
Ishares Tr

ETFs
62.7K
+ 51.57%
$81.7 - $87.53 $5.13M - $5.49M
184K $16.1B
Pacer Fds Tr
127K
+ 705.08%
N/A
145K $5.26B
TUA
Simpl Exch Traded Fds Sht Term
183K
+ 1305.4%
N/A
198K $4.32B
HTRB
Hartford Fds Total Return Bd E

ETFs
101K
+ 94.02%
$33.47 - $34.58 $3.38M - $3.49M
208K $7.15B
BND
Vanguard Bd Index Fd Inc Total

ETFs
45.8K
+ 99.12%
$72.57 - $74.72 $3.32M - $3.42M
91.9K $6.84B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.12K
+ 33.05%
$617.65 - $666.84 $2.55M - $2.75M
16.6K $11.1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
51.5K
+ 46.97%
$49.43 - $54.52 $2.54M - $2.81M
161K $8.73B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31K
+ 81.42%
$97.75 - $100.75 $3.03M - $3.12M
69K $6.92B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
132K
+ 102.53%
$23.09 - $23.43 $3.05M - $3.1M
261K $6.11B
VO
Vanguard Mid Cap ETF

ETFs
7.06K
+ 43.32%
$279.83 - $293.74 $1.97M - $2.07M
23.3K $6.86B
FIX
Comfort Systems Usa Inc

Industrials
2.35K
+ 624.4%
$521.66 - $825.18 $1.23M - $1.94M
2.73K $2.25B
VB
Vanguard Small Cap ETF

ETFs
5.95K
+ 48.41%
$237.58 - $259.17 $1.41M - $1.54M
18.2K $4.64B
SCHP
Schwab Strategic Us Tips ETF

ETFs
47.1K
+ 74.52%
$26.44 - $27.1 $1.25M - $1.28M
110K $2.97B
USRT
Ishares Core U.S. Reit ETF

ETFs
18.5K
+ 70.89%
$55.64 - $59.37 $1.03M - $1.1M
44.5K $2.61B
QQQ
Invesco Qqq Trust, Series 1

ETFs
597
+ 5.56%
$546.99 - $602.2 $327K - $360K
11.3K $6.8B
JEPI
J P Morgan Exchange Traded Fd

ETFs
15K
+ 33.97%
$55.61 - $57.37 $834K - $860K
59.1K $3.38B
GOOG
Alphabet Inc.

Communication Services
380
+ 3.7%
$175.16 - $255.24 $66.6K - $97K
10.6K $2.59B
JNK
Spdr Bloomberg High Yield Bond

ETFs
7.45K
+ 86.48%
$96.22 - $98.19 $717K - $731K
16.1K $1.57B
MUB
Ishares National Muni Bond ETF

ETFs
6.56K
+ 62.07%
$103.24 - $106.68 $677K - $700K
17.1K $1.82B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.8K
+ 77.12%
$48.5 - $50.19 $670K - $693K
31.7K $1.59B
NVDA
Nvidia Corp

Technology
42
+ 0.21%
$153.3 - $186.58 $6.44K - $7.84K
20.3K $3.78B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.68K
+ 11.11%
$54.35 - $59.32 $254K - $277K
46.7K $2.77B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.55K
+ 12.22%
$49.78 - $50.75 $425K - $434K
78.5K $3.97B
RGLD
Royal Gold Inc

Basic Materials
780
+ 8.0%
$151.42 - $200.58 $118K - $156K
10.5K $2.11B
PHYS
Sprott Physical Gold Trust

Financial Services
8.37K
+ 33.87%
$25.02 - $29.62 $209K - $248K
33.1K $980M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
12.7K
+ 95.88%
$21.94 - $24.44 $278K - $310K
25.9K $634M
NFTY
First Tr Alphadex Fd Ii India
7.28K
+ 28.9%
N/A
32.5K $1.85B
First Tr Exchange Traded Fd
15.3K
+ 74.72%
N/A
35.7K $761M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.55K
+ 5.88%
$85.01 - $90.35 $217K - $231K
46K $4.11B
ORCL
Oracle Corp

Technology
375
+ 15.56%
$218.96 - $328.33 $82.1K - $123K
2.79K $783M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.11K
+ 1.26%
$33.78 - $36.74 $37.6K - $40.9K
89.6K $3.26B
IAU
Ishares Gold Trust

ETFs
1.99K
+ 24.56%
$61.62 - $72.77 $122K - $145K
10.1K $733M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
678
+ 16.15%
$113.83 - $154.45 $77.2K - $105K
4.88K $753M
RDVY
First Trust Rising Dividend Ac

ETFs
2.69K
+ 41.7%
$62.38 - $67.29 $168K - $181K
9.14K $615M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.99K
+ 48.77%
$100.37 - $100.74 $200K - $200K
6.07K $611M
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 3.51%
$293.94 - $444.72 $14.4K - $21.8K
1.44K $642M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
3.3K
+ 14.81%
$23.08 - $27.63 $76.3K - $91.3K
25.6K $681M
PEGA
Pegasystems Inc

Technology
1.19K
+ 3.86%
$49.75 - $60.39 $59.4K - $72K
32.1K $1.84B
IYW
Ishares Dj Us Tech ETF

ETFs
369
+ 8.77%
$171.38 - $197.01 $63.2K - $72.7K
4.58K $896M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6.57K
+ 76.26%
$24.11 - $24.94 $158K - $164K
15.2K $378M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
450
+ 19.24%
$225.11 - $247.9 $101K - $112K
2.79K $689M
AYI
Acuity Brands Inc

Industrials
48
+ 1.57%
$287.07 - $344.52 $13.8K - $16.5K
3.1K $1.07B
META
Meta Platforms, Inc.

Communication Services
210
+ 14.18%
$695.21 - $791.73 $146K - $166K
1.69K $1.24B
LDOS
Leidos Holdings, Inc.

Technology
201
+ 6.99%
$159.2 - $188.96 $32K - $38K
3.08K $582M
PFF
Ishares Trust Ishares Pfd And

ETFs
3.19K
+ 11.6%
$30.67 - $32.13 $97.9K - $103K
30.7K $971M
PSLV
Sprott Physical Silver Trust

Financial Services
223
+ 0.69%
$12.24 - $15.73 $2.73K - $3.51K
32.4K $508M
RTX
Raytheon Technologies Corp

Industrials
262
+ 9.37%
$144.19 - $167.33 $37.8K - $43.8K
3.06K $512M
VEA
Vanguard Ftse Developed Market

ETFs
1.18K
+ 21.05%
$56.02 - $60.3 $66.1K - $71.2K
6.79K $407M
Activity Summary
Buys All Purchases 110 New Holdings 26 Increased Positions 84 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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