Private Client Services, LLC Reduced Holdings in Q3 2025

Private Client Services, LLC

  • $299 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-30.3K
- 64.01%
$181.56 - $190.33 $5.5M - $5.77M
17K $3.23B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-41.2K
- 46.63%
$55.15 - $58.11 $2.27M - $2.4M
47.2K $2.71B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-22.6K
- 37.3%
$91.44 - $91.77 $2.06M - $2.07M
38K $3.48B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-84.4K
- 48.92%
$17.81 - $18.39 $1.5M - $1.55M
88.2K $1.61B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-7.32K
- 72.09%
$108.8 - $169.61 $796K - $1.24M
2.83K $308M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.15K
- 63.72%
$459.11 - $506.91 $987K - $1.09M
1.22K $615M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-40.5K
- 73.6%
$22.9 - $23.58 $927K - $955K
14.5K $341M
SHV
Ishares Tr

ETFs
-7.16K
- 65.82%
$110.06 - $110.49 $788K - $792K
3.72K $411M
SUB
Ishares Short Term National Mu

ETFs
-4.86K
- 70.51%
$106.17 - $107.3 $516K - $521K
2.03K $217M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.95K
- 49.16%
$50.47 - $50.74 $502K - $505K
10.3K $522M
XOM
Exxon Mobil Corp

Energy
-4.57K
- 36.86%
$105.83 - $117.22 $484K - $536K
7.84K $884M
PM
Philip Morris International Inc.

Consumer Defensive
-2.18K
- 57.0%
$157.77 - $183.27 $344K - $399K
1.64K $267M
LLY
Eli Lilly & CO

Healthcare
-407
- 32.64%
$625.65 - $812.69 $255K - $331K
840 $641M
COST
Costco Wholesale Corp

Consumer Defensive
-260
- 25.47%
$915.95 - $994.57 $238K - $259K
761 $704M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.66K
- 56.52%
$82.38 - $83.0 $301K - $303K
2.81K $233M
AMZN
Amazon Com Inc

Consumer Cyclical
-911
- 7.19%
$211.65 - $238.24 $193K - $217K
11.8K $2.58B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-5.01K
- 15.71%
$52.12 - $55.33 $261K - $277K
26.9K $1.49B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-4.22K
- 31.03%
$43.36 - $44.8 $183K - $189K
9.39K $417M
USFR
Wisdomtree Floating Rate Treas

ETFs
-3.23K
- 27.51%
$50.23 - $50.48 $162K - $163K
8.5K $427M
ZBRA
Zebra Technologies Corp

Technology
-378
- 11.06%
$296.92 - $341.36 $112K - $129K
3.04K $904M
MSFT
Microsoft Corp

Technology
-589
- 7.5%
$491.09 - $535.64 $289K - $315K
7.26K $3.76B
VTV
Vanguard Value ETF

ETFs
-966
- 19.56%
$175.51 - $186.57 $170K - $180K
3.97K $741M
MO
Altria Group, Inc.

Consumer Defensive
-2.85K
- 33.36%
$57.75 - $67.68 $165K - $193K
5.69K $376M
XLE
Energy Sector Spdr

ETFs
-1.47K
- 23.74%
$84.25 - $91.99 $123K - $135K
4.71K $420M
FTGS
First Tr Exchange Traded Fd Gr
-3.39K
- 23.17%
N/A
11.2K $404M
MCD
Mcdonalds Corp

Consumer Cyclical
-345
- 31.36%
$291.67 - $316.99 $101K - $109K
755 $229M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-551
- 29.25%
$275.84 - $326.36 $152K - $180K
1.33K $435M
T
At&T Inc.

Communication Services
-2.73K
- 17.76%
$26.94 - $29.62 $73.4K - $80.7K
12.6K $356M
XLK
Technology Sector Spdr

ETFs
-679
- 17.59%
$250.97 - $282.66 $170K - $192K
3.18K $897M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-557
- 37.71%
$224.68 - $282.71 $125K - $157K
920 $257M
IBM
International Business Machines Corp

Technology
-213
- 21.98%
$234.77 - $292.47 $50K - $62.3K
756 $213M
VNQ
Vanguard Specialized Funds Van

ETFs
-873
- 26.21%
$88.47 - $93.24 $77.2K - $81.4K
2.46K $225M
BDC
Belden Inc.

Technology
-946
- 9.42%
$115.58 - $133.49 $109K - $126K
9.09K $1.09B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-1.6K
- 27.56%
$54.9 - $59.81 $87.6K - $95.5K
4.19K $250M
PG
Procter & Gamble CO

Consumer Defensive
-294
- 15.17%
$150.47 - $161.22 $44.2K - $47.4K
1.64K $253M
SPYG
Spdr Portfolio

ETFs
-1.98K
- 12.02%
$94.33 - $105.31 $187K - $209K
14.5K $1.52B
VIG
Vanguard Dividend Appreciation

ETFs
-329
- 20.93%
N/A
1.24K $268M
FVD
First Tr Value Line Divid Inde

ETFs
-1.46K
- 12.45%
$44.73 - $46.86 $65.3K - $68.4K
10.3K $475M
CSCO
Cisco Systems, Inc.

Technology
-646
- 14.77%
$66.2 - $71.79 $42.8K - $46.4K
3.73K $255M
KO
Coca Cola CO

Consumer Defensive
-443
- 12.18%
$65.67 - $71.67 $29.1K - $31.7K
3.2K $212M
V
Visa Inc.

Financial Services
-38
- 1.74%
$332.09 - $358.86 $12.6K - $13.6K
2.14K $732M
BA
Boeing CO

Industrials
-223
- 18.6%
$209.79 - $237.38 $46.8K - $52.9K
976 $211M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-784
- 16.56%
$72.65 - $78.68 $57K - $61.7K
3.95K $309M
MRVL
Marvell Technology, Inc.

Technology
-754
- 16.89%
$62.31 - $84.07 $47K - $63.4K
3.71K $312M
AVGO
Broadcom Inc.

Technology
-1.02K
- 18.26%
$264.74 - $369.57 $269K - $375K
4.55K $1.5B
T Rowe Price ETF Inc
-1.38K
- 16.42%
N/A
7.04K $265M
CVX
Chevron Corp

Energy
-418
- 14.09%
$145.57 - $161.83 $60.8K - $67.6K
2.55K $396M
ET
Energy Transfer LP

Energy
-488
- 2.56%
$17.11 - $18.16 $8.35K - $8.86K
18.6K $319M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-1.49K
- 1.31%
$21.35 - $21.7 $31.8K - $32.3K
112K $2.42B
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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