Private Client Services, LLC Incresed Positions in Q4 2025

Private Client Services, LLC

  • $320 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.59K
+ 14.22%
$656.2 - $690.71 $4.33M - $4.55M
52.9K $36.3B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
54.3K
+ 1930.79%
$82.69 - $83.12 $4.49M - $4.51M
57.1K $4.73B
IEFA
Ishares Tr

ETFs
39.3K
+ 21.29%
$86.09 - $89.88 $3.38M - $3.53M
224K $20B
ECOW
Pacer Fds Tr Emerging Markets

ETFs
88.7K
+ 342.15%
$23.51 - $25.57 $2.09M - $2.27M
115K $2.8B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28.5K
+ 17.71%
$52.54 - $55.77 $1.5M - $1.59M
190K $10.2B
RLY
Ssga Active ETF Tr

ETFs
37.8K
+ 20.87%
$30.63 - $31.64 $1.16M - $1.2M
219K $6.89B
HTRB
Hartford Fds Total Return Bd E

ETFs
35.8K
+ 17.17%
$34.29 - $34.81 $1.23M - $1.25M
244K $8.34B
VO
Vanguard Mid Cap ETF

ETFs
4.26K
+ 18.24%
$286.27 - $296.23 $1.22M - $1.26M
27.6K $8.01B
GOOG
Alphabet Inc.

Communication Services
1.04K
+ 9.75%
$237.49 - $291.74 $247K - $303K
11.7K $3.67B
VB
Vanguard Small Cap ETF

ETFs
3.32K
+ 18.22%
$248.1 - $260.08 $824K - $864K
21.6K $5.56B
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.2K
+ 11.12%
$74.09 - $75.1 $757K - $768K
102K $7.57B
SCHP
Schwab Strategic Us Tips ETF

ETFs
23.6K
+ 21.38%
$26.75 - $27.15 $631K - $641K
134K $3.55B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.83K
+ 30.99%
$49.98 - $50.59 $491K - $497K
41.5K $2.09B
MUB
Ishares National Muni Bond ETF

ETFs
4.58K
+ 26.74%
$106.36 - $107.61 $487K - $493K
21.7K $2.32B
FPE
First Tr Pfd Secs & Income ETF

ETFs
27K
+ 30.58%
$18.14 - $18.51 $489K - $499K
115K $2.1B
USRT
Ishares Core U.S. Reit ETF

ETFs
9.73K
+ 21.87%
$56.64 - $59.67 $551K - $580K
54.2K $3.09B
SPY
Spdr S&P 500 ETF Trust

ETFs
274
+ 1.65%
$653.02 - $687.39 $179K - $188K
16.9K $11.5B
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.19K
+ 8.78%
$56.0 - $57.6 $291K - $299K
64.3K $3.68B
PSLV
Sprott Physical Silver Trust

Financial Services
366
+ 1.13%
$15.32 - $18.07 $5.61K - $6.61K
32.7K $774M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.09K
+ 6.61%
$57.9 - $61.26 $179K - $189K
49.8K $3.03B
QQQ
Invesco Qqq Trust, Series 1

ETFs
168
+ 1.48%
$589.5 - $635.77 $99K - $107K
11.5K $7.07B
TUA
Simpl Exch Traded Fds Sht Term
10.7K
+ 5.41%
N/A
208K $4.56B
MO
Altria Group, Inc.

Consumer Defensive
4.2K
+ 73.7%
$56.38 - $66.65 $237K - $280K
9.89K $570M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.69K
+ 27.77%
$100.37 - $100.72 $169K - $170K
7.75K $778M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
593
+ 21.26%
$242.67 - $261.79 $144K - $155K
3.38K $855M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.82K
+ 21.19%
$79.55 - $80.13 $145K - $146K
10.4K $829M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.38K
+ 8.61%
$96.34 - $98.02 $133K - $136K
17.4K $1.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
83
+ 1.82%
$600.51 - $631.95 $49.8K - $52.5K
4.64K $2.91B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.32K
+ 28.47%
$24.85 - $25.28 $107K - $109K
19.5K $486M
IAU
Ishares Gold Trust

ETFs
280
+ 2.78%
$72.65 - $82.5 $20.3K - $23.1K
10.4K $841M
WMT
Walmart Inc.

Consumer Defensive
265
+ 2.98%
$101.18 - $109.03 $26.8K - $28.9K
9.17K $1.02B
RTX
Raytheon Technologies Corp

Industrials
294
+ 9.62%
$157.0 - $179.44 $46.2K - $52.8K
3.35K $615M
VTI
Vanguard Total Stock Market Et

ETFs
254
+ 17.66%
$321.8 - $337.95 $81.7K - $85.8K
1.69K $567M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
7.38K
+ 2.82%
$23.18 - $23.38 $171K - $173K
269K $6.2B
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
4.34K
+ 3.87%
$21.35 - $21.61 $92.7K - $93.8K
116K $2.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
135
+ 14.67%
$280.66 - $305.09 $37.9K - $41.2K
1.06K $321M
IWM
Ishares Russell 2000 ETF

ETFs
222
+ 15.2%
$236.79 - $250.33 $52.6K - $55.6K
1.68K $414M
EFA
Ishares Tr Msci Eafe ETF

ETFs
233
+ 1.65%
$92.24 - $96.56 $21.5K - $22.5K
14.3K $1.37B
Simplify Exchange Traded Fun
1.08K
+ 2.25%
N/A
49.1K $2.47B
FTHI
First Trust Exchange Traded Fd

ETFs
2.31K
+ 14.36%
$23.34 - $23.94 $53.9K - $55.3K
18.4K $434M
IYW
Ishares Dj Us Tech ETF

ETFs
173
+ 3.78%
$192.8 - $211.27 $33.4K - $36.5K
4.75K $948M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5
+ 0.38%
$325.34 - $368.61 $1.63K - $1.84K
1.34K $482M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
37
+ 0.14%
$54.27 - $56.85 $2.01K - $2.1K
26.9K $1.53B
PM
Philip Morris International Inc.

Consumer Defensive
258
+ 15.7%
$144.33 - $160.86 $37.2K - $41.5K
1.9K $305M
VUG
Vanguard Growth ETF

ETFs
56
+ 4.81%
$470.44 - $504.26 $26.3K - $28.2K
1.22K $596M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
178
+ 4.52%
$137.47 - $143.13 $24.5K - $25.5K
4.11K $590M
MCK
Mckesson Corp

Healthcare
16
+ 3.56%
$738.06 - $859.37 $11.8K - $13.7K
466 $382M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
50
+ 8.1%
$454.87 - $482.76 $22.7K - $24.1K
667 $321M
PIZ
Invesco Exchange Traded Fd Tr
550
+ 12.5%
N/A
4.95K $242M
Activity Summary
Buys All Purchases 103 New Holdings 18 Increased Positions 85 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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