Private Client Services, LLC has filed its 13F form on July 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $257 Billion distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $22.3B, Ishares Tr with a value of $10.2B, Invesco S&P 500 Equal Weight E with a value of $8.6B, Ishares S&P 100 ETF with a value of $7.82B, and Spdr S&P 500 ETF Trust with a value of $7.71B.

Examining the 13F form we can see an increase of $54.6B in the current position value, from $202B to 257B.

Private Client Services, LLC is based out at Louisville, KY

Below you can find more details about Private Client Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $257 Billion
ETFs: $182 Billion
Technology: $21.6 Billion
Financial Services: $10.1 Billion
Communication Services: $8.63 Billion
Consumer Defensive: $7.1 Billion
Consumer Cyclical: $6.17 Billion
Industrials: $3.67 Billion
Energy: $2.11 Billion
Other: $4.28 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $257 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 45 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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