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 - $24.06 $608K - $722K
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%
$542.38 - $646.34 $542 - $646
792 $430M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1
- 0.05%
$211.47 - $267.17 $211 - $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
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