Capital Group Private Client Services, Inc. Purchases in Q1 2025

Capital Group Private Client Services, Inc.

  • $9.55 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.1K
+ 56.09%
$42.5 - $46.71 $940K - $1.03M
61.5K $2.79M
VALE
Vale S.A.

Basic Materials
86K
+ 66.11%
$8.5 - $10.19 $731K - $877K
216K $2.16M
VT
Vanguard Total World Stk Index

ETFs
7.42K
New
$115.08 - $123.97 $854K - $920K
7.42K $860K
VB
Vanguard Small Cap ETF

ETFs
7.06K
+ 17.04%
$217.89 - $252.64 $1.54M - $1.78M
48.5K $10.8M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
10.6K
+ 98.59%
$66.9 - $71.57 $707K - $756K
21.3K $1.5M
GLD
Spdr Gold Trust

ETFs
1.46K
+ 22.67%
$243.19 - $288.14 $355K - $420K
7.89K $2.27M
KO
Coca Cola CO

Consumer Defensive
1.21K
+ 1.81%
$60.81 - $72.32 $73.4K - $87.3K
67.9K $4.87M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.73M
+ 8.62%
$33.98 - $39.84 $58.8M - $69M
21.8M $748M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.32K
+ 163.39%
$76.94 - $78.28 $486K - $495K
10.2K $797K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.09K
+ 202.87%
$78.0 - $84.37 $475K - $513K
9.09K $725K
CVE
Cenovus Energy Inc.

Energy
43.4K
+ 34.75%
$12.24 - $15.63 $531K - $678K
168K $2.34M
VIG
Vanguard Dividend Appreciation

ETFs
2.47K
+ 81.09%
N/A
5.51K $1M
DISV
Dimensional ETF Tr Dimensional

ETFs
13.6K
+ 74.32%
$26.09 - $30.21 $356K - $412K
32K $930K
MTN
Vail Resorts Inc

Consumer Cyclical
3.65K
+ 66.68%
$153.58 - $184.72 $561K - $675K
9.13K $1.46M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.28K
+ 12.53%
$82.81 - $92.93 $602K - $676K
65.3K $5.56M
DFAT
Dimensional ETF Tr U S Target

ETFs
7.28K
+ 81.74%
$50.44 - $58.1 $367K - $423K
16.2K $833K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.12K
+ 24.82%
$468.34 - $539.52 $524K - $603K
5.62K $2.64M
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.76K
+ 0.67%
$28.92 - $29.24 $109K - $110K
565K $16.5M
CVS
Cvs Health Corp

Healthcare
3.42K
New
$44.22 - $68.64 $151K - $235K
3.42K $231K
BP
Bp PLC

Energy
6.84K
New
$29.93 - $35.31 $205K - $242K
6.84K $231K
AES
Aes Corp

Utilities
53.2K
+ 5.42%
$9.93 - $13.23 $528K - $703K
1.03M $12.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.71K
+ 54.94%
$92.45 - $106.69 $251K - $289K
7.65K $709K
IXUS
Ishares Tr

ETFs
2.88K
New
$65.06 - $72.31 $187K - $208K
2.88K $201K
SBAC
Sba Communications Corp

Real Estate
139
+ 1.72%
$192.76 - $224.91 $26.8K - $31.3K
8.22K $1.81M
DFAX
Dimensional ETF Tr
1.11K
+ 1.89%
$24.45 - $27.2 $27.2K - $30.2K
60K $1.57M
TLT
Ishares Barclays 20+ Year Trea

ETFs
148
+ 0.67%
$85.29 - $92.57 $12.6K - $13.7K
22.4K $2.03M
IVV
Ishares Core S&P 500 ETF

ETFs
815
+ 5.91%
$554.06 - $615.85 $452K - $502K
14.6K $8.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
37
+ 0.14%
$58.01 - $64.46 $2.15K - $2.39K
25.8K $1.6M
CE
Celanese Corp

Basic Materials
2.27K
+ 42.06%
$47.02 - $74.12 $107K - $169K
7.68K $435K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
340
+ 3.13%
$126.11 - $135.06 $42.9K - $45.9K
11.2K $1.45M
VNQ
Vanguard Specialized Funds Van

ETFs
53
+ 0.19%
$85.55 - $94.34 $4.53K - $5K
27.6K $2.5M
IEFA
Ishares Tr

ETFs
43
+ 0.61%
$69.57 - $78.65 $2.99K - $3.38K
7.08K $535K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
22
+ 0.42%
$128.74 - $138.67 $2.83K - $3.05K
5.24K $710K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
36
+ 1.22%
$100.32 - $100.76 $3.61K - $3.63K
2.99K $300K
Capital Group Dividend Growe
239K
+ 8.56%
N/A
3.03M $0
Capital Group International
105K
+ 18.59%
N/A
673K $0
CGSD
Capital Grp Core Plus Income E
23.4K
+ 1.09%
N/A
2.17M $0
Capital Group New Geography
503K
+ 92.29%
N/A
1.05M $0
Capital Grp Fixed Incm ETF T
35K
+ 336.25%
N/A
45.4K $0
Capital Group Core Balanced
4.55K
+ 2.94%
N/A
159K $0
Linde PLC
9.7K
+ 3.88%
N/A
259K $0
Capital Grp Fixed Incm ETF T
15.6K
New
N/A
15.6K $0
Capital Group International
18.5K
+ 28.02%
N/A
84.7K $0
Capital Group Equity ETF Tr
78.9K
New
N/A
78.9K $0
CGMS
Capital Grp Core Plus Income E
3.99K
+ 5.06%
N/A
82.9K $0
CGMU
Capital Group Core Plus Income
16.5K
+ 2.39%
N/A
705K $0
Flutter Entmt PLC
3.71K
+ 41.57%
N/A
12.6K $0
Capital Grp Fixed Incm ETF T
18.1K
New
N/A
18.1K $0
Capital Group Global Equity
577K
+ 41.19%
N/A
1.98M $0
Activity Summary
Buys All Purchases 127 New Holdings 14 Increased Positions 113 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Capital Group Private Client Services, Inc. Portfolio

Follow Capital Group Private Client Services, Inc. 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 Capital Group Private Client Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Group Private Client Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email