Private Client Services, LLC Sells in Q4 2025

Private Client Services, LLC

  • $320 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.99K
- 52.77%
$185.12 - $192.11 $1.66M - $1.73M
8.04K $1.54B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-23.9K
- 50.64%
$55.63 - $58.98 $1.33M - $1.41M
23.3K $1.4B
EVR
Evercore Inc.

Financial Services
-2.81K
- 49.54%
$291.66 - $334.01 $819K - $938K
2.86K $973M
Maplebear Inc
-22.3K
- 54.8%
N/A
18.4K $828M
Pacer Fds Tr
-13.3K
- 9.15%
N/A
132K $4.64B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-18.4K
- 20.58%
$35.77 - $38.66 $659K - $712K
71.1K $2.75B
MSFT
Microsoft Corp

Technology
-142
- 1.96%
$496.82 - $542.07 $70.5K - $77K
7.12K $3.44B
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-512
- 10.5%
$92.22 - $153.98 $47.2K - $78.8K
4.37K $452M
PHYS
Sprott Physical Gold Trust

Financial Services
-9.89K
- 29.9%
$29.62 - $33.31 $293K - $329K
23.2K $766M
NFTY
First Tr Alphadex Fd Ii India
-4.39K
- 13.51%
N/A
28.1K $1.64B
CVX
Chevron Corp

Energy
-549
- 21.55%
$148.9 - $157.72 $81.7K - $86.6K
2K $305M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.43K
- 21.24%
$63.25 - $66.24 $90.5K - $94.8K
5.31K $350M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.56K
- 24.51%
$23.37 - $23.7 $83.2K - $84.3K
11K $256M
COST
Costco Wholesale Corp

Consumer Defensive
-41
- 5.39%
$910.94 - $954.99 $37.3K - $39.2K
720 $621M
SHV
Ishares Tr

ETFs
-739
- 19.86%
$110.15 - $110.49 $81.4K - $81.7K
2.98K $329M
LDOS
Leidos Holdings, Inc.

Technology
-291
- 9.45%
$184.41 - $199.55 $53.7K - $58.1K
2.79K $503M
T
At&T Inc.

Communication Services
-787
- 6.23%
$24.44 - $27.55 $19.2K - $21.7K
11.8K $294M
AYI
Acuity Brands Inc

Industrials
-301
- 9.72%
$342.59 - $370.46 $103K - $112K
2.8K $1.01B
RDVY
First Trust Rising Dividend Ac

ETFs
-1.15K
- 12.55%
$65.02 - $68.31 $74.6K - $78.4K
7.99K $555M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-325
- 4.46%
$65.02 - $70.68 $21.1K - $23K
6.96K $452M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-492
- 16.99%
$114.27 - $121.15 $56.2K - $59.6K
2.4K $289M
TSLA
Tesla, Inc.

Consumer Cyclical
-130
- 9.0%
$401.99 - $468.37 $52.3K - $60.9K
1.31K $591M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-399
- 1.05%
$91.46 - $91.76 $36.5K - $36.6K
37.6K $3.43B
NVDA
Nvidia Corp

Technology
-251
- 1.24%
$179.83 - $207.04 $45.1K - $52K
20K $3.73B
BDC
Belden Inc.

Technology
-111
- 1.22%
$109.78 - $122.26 $12.2K - $13.6K
8.98K $1.05B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-723
- 7.02%
$50.57 - $50.77 $36.6K - $36.7K
9.57K $484M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-2.67K
- 17.59%
$14.94 - $15.49 $39.9K - $41.4K
12.5K $192M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.11K
- 17.89%
$38.94 - $40.08 $43K - $44.3K
5.07K $206M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.36K
- 8.26%
$26.44 - $27.53 $35.9K - $37.4K
15.1K $414M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-2.45K
- 15.63%
$16.88 - $17.5 $41.4K - $42.9K
13.2K $234M
LOW
Lowes Companies Inc

Consumer Cyclical
-88
- 8.33%
$225.0 - $247.99 $19.8K - $21.8K
969 $234M
AAPL
Apple Inc.

Technology
-1.47K
- 6.83%
$245.27 - $275.25 $361K - $405K
20.1K $5.45B
USFR
Wisdomtree Floating Rate Treas

ETFs
-524
- 6.16%
$50.24 - $50.4 $26.3K - $26.4K
7.98K $402M
AZZ
Azz Inc

Industrials
-47
- 0.55%
$97.64 - $109.1 $4.59K - $5.13K
8.43K $904M
CAH
Cardinal Health Inc

Healthcare
-539
- 28.98%
$153.27 - $206.06 $82.6K - $111K
1.32K $272M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-355
- 5.16%
$43.6 - $45.68 $15.5K - $16.2K
6.53K $290M
Tidal Trust I
-385
- 1.4%
N/A
27K $669M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-286
- 4.99%
$50.56 - $50.76 $14.5K - $14.5K
5.45K $276M
TDIV
First Trust Nasdaq Technology

ETFs
-50
- 0.83%
$96.0 - $102.5 $4.8K - $5.13K
5.95K $576M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-202
- 3.54%
$47.0 - $48.26 $9.49K - $9.75K
5.51K $263M
XLC
Select Sector Spdr Tr Communic

ETFs
-62
- 2.73%
$111.33 - $117.16 $6.9K - $7.26K
2.21K $261M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-325
- 2.38%
$191.01 - $199.18 $62.1K - $64.7K
13.3K $2.65B
MCD
Mcdonalds Corp

Consumer Cyclical
-31
- 4.11%
$293.81 - $310.11 $9.11K - $9.61K
724 $221M
PWZ
Invesco California Amt Free Mu

ETFs
-413
- 4.64%
$23.96 - $24.35 $9.9K - $10.1K
8.49K $205M
BA
Boeing CO

Industrials
-41
- 4.2%
$191.81 - $225.32 $7.86K - $9.24K
935 $203M
FVD
First Tr Value Line Divid Inde

ETFs
-130
- 1.27%
$45.0 - $46.25 $5.85K - $6.01K
10.1K $467M
First Tr Exchange Traded Fd
-165
- 0.46%
N/A
35.6K $755M
PEGA
Pegasystems Inc

Technology
-1.28K
- 3.99%
$53.38 - $66.64 $68.3K - $85.3K
30.8K $1.84B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-10
- 0.18%
$42.66 - $43.29 $427 - $433
5.54K $237M
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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