Private Client Services, LLC Reduced Holdings in Q1 2025

Private Client Services, LLC

  • $202 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
-263K
- 94.28%
N/A
16K $548M
TUA
Simpl Exch Traded Fds Sht Term
-169K
- 91.76%
N/A
15.1K $333M
NOW
Service Now, Inc.

Technology
-1.2K
- 57.29%
$783.83 - $1170.39 $940K - $1.4M
894 $712M
FIX
Comfort Systems Usa Inc

Industrials
-3.01K
- 61.38%
$313.26 - $550.27 $942K - $1.65M
1.89K $610M
AAPL
Apple Inc.

Technology
-2.86K
- 17.14%
$209.68 - $247.1 $599K - $706K
13.8K $3.07B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.32K
- 10.81%
$551.42 - $612.93 $728K - $810K
10.9K $6.09B
EME
Emcor Group, Inc.

Industrials
-2.13K
- 65.36%
$361.16 - $535.99 $768K - $1.14M
1.13K $417M
MSFT
Microsoft Corp

Technology
-1.57K
- 24.05%
$375.39 - $447.2 $587K - $700K
4.94K $1.86B
AYI
Acuity Brands Inc

Industrials
-2.84K
- 60.32%
$257.8 - $337.07 $733K - $958K
1.87K $492M
GOOG
Alphabet Inc.

Communication Services
-2.91K
- 28.77%
$156.06 - $207.71 $453K - $603K
7.19K $1.12B
Innovator Etfs Trust
-18.7K
- 48.77%
N/A
19.6K $471M
PHYS
Sprott Physical Gold Trust

Financial Services
-30K
- 46.5%
$20.25 - $23.82 $608K - $715K
34.5K $831M
WSM
Williams Sonoma Inc

Consumer Cyclical
-739
- 25.55%
$158.1 - $217.71 $117K - $161K
2.15K $340M
IWM
Ishares Russell 2000 ETF

ETFs
-723
- 31.95%
$198.1 - $229.79 $143K - $166K
1.54K $307M
SD
Sandridge Energy Inc

Energy
-11.9K
- 11.89%
$10.94 - $12.67 $131K - $151K
88.5K $1.01B
FTCS
First Trust Capital Strength E

ETFs
-1.83K
- 37.01%
$86.39 - $91.35 $158K - $167K
3.11K $279M
JLL
Jones Lang Lasalle Inc

Real Estate
-463
- 6.45%
$238.0 - $284.76 $110K - $132K
6.71K $1.66B
FDN
First Tr Fd Dow Jones

ETFs
-518
- 36.48%
$221.38 - $266.86 $115K - $138K
902 $200M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-261
- 1.91%
$168.16 - $186.21 $43.9K - $48.6K
13.4K $2.29B
VUG
Vanguard Growth ETF

ETFs
-181
- 10.04%
$369.1 - $427.61 $66.8K - $77.4K
1.62K $601M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.21K
- 18.1%
$42.4 - $44.11 $136K - $142K
14.5K $637M
FTA
First Tr Large Cap Value

ETFs
-1.55K
- 28.36%
$74.42 - $80.34 $116K - $125K
3.93K $301M
LOW
Lowes Companies Inc

Consumer Cyclical
-342
- 28.31%
$222.66 - $268.42 $76.1K - $91.8K
866 $202M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.69K
- 11.44%
$49.25 - $50.66 $83.2K - $85.6K
13.1K $649M
COST
Costco Wholesale Corp

Consumer Defensive
-115
- 13.28%
$890.62 - $1076.86 $102K - $124K
751 $710M
VGT
Vanguard Information Technolog

ETFs
-1
- 0.13%
$543.24 - $646.34 $543 - $646
792 $430M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1
- 0.05%
$212.17 - $267.17 $212 - $267
2.06K $436M
MUB
Ishares National Muni Bond ETF

ETFs
-366
- 4.03%
$104.71 - $107.69 $38.3K - $39.4K
8.71K $918M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-378
- 12.1%
N/A
2.75K $242M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-884
- 8.48%
$23.16 - $27.04 $20.5K - $23.9K
9.54K $223M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-772
- 9.77%
$48.31 - $49.23 $37.3K - $38K
7.13K $351M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-1.28K
- 0.98%
$23.03 - $23.17 $29.5K - $29.7K
130K $3B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-1.48K
- 1.08%
$23.13 - $23.41 $34.2K - $34.6K
136K $3.15B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-132
- 1.63%
$32.49 - $37.99 $4.29K - $5.01K
7.95K $266M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-497
- 8.78%
$42.93 - $44.71 $21.3K - $22.2K
5.17K $227M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-19
- 0.77%
$120.24 - $134.3 $2.28K - $2.55K
2.43K $297M
VFH
Vanguard Financial ETF

ETFs
-176
- 8.02%
$114.07 - $127.34 $20.1K - $22.4K
2.02K $241M
INTU
Intuit Inc

Technology
-9
- 1.17%
$555.63 - $630.23 $5K - $5.67K
762 $468M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-833
- 0.67%
$20.64 - $20.73 $17.2K - $17.3K
123K $2.55B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-126
- 3.13%
$126.11 - $135.06 $15.9K - $17K
3.9K $502M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-77
- 2.51%
$81.8 - $88.86 $6.3K - $6.84K
2.99K $253M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2
- 0.06%
$156.61 - $168.02 $313 - $336
3.35K $537M
XLE
Energy Sector Spdr

ETFs
-478
- 8.71%
$85.7 - $93.96 $41K - $44.9K
5.01K $468M
FTGC
First Trust Global Tactical CO

ETFs
-507
- 5.32%
$23.95 - $25.86 $12.1K - $13.1K
9.03K $230M
MCD
Mcdonalds Corp

Consumer Cyclical
-73
- 6.02%
$279.74 - $321.29 $20.4K - $23.5K
1.14K $356M
VHT
Vanguard Health Care ETF

ETFs
-49
- 2.83%
$254.06 - $273.83 $12.4K - $13.4K
1.68K $445M
FVD
First Tr Value Line Divid Inde

ETFs
-108
- 0.89%
$42.61 - $45.51 $4.6K - $4.92K
12.1K $537M
D
Dominion Energy, Inc

Utilities
-48
- 0.79%
$52.85 - $57.43 $2.54K - $2.76K
6.05K $339M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-13
- 0.29%
$64.2 - $69.24 $835 - $900
4.44K $304M
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
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