Capital Group Private Client Services, Inc. Incresed Positions in Q1 2025

Capital Group Private Client Services, Inc.

  • $9.55 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.27K
+ 5.88%
$507.05 - $563.67 $2.67M - $2.97M
94.9K $48.8M
VIG
Vanguard Dividend Appreciation

ETFs
2.47K
+ 81.09%
N/A
5.51K $1M
CVE
Cenovus Energy Inc.

Energy
43.4K
+ 34.75%
$12.24 - $15.63 $531K - $678K
168K $2.34M
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
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
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
Flutter Entmt PLC
3.71K
+ 41.57%
N/A
12.6K $0
Capital Group International
105K
+ 18.59%
N/A
673K $0
Capital Group International
18.5K
+ 28.02%
N/A
84.7K $0
Capital Group New Geography
503K
+ 92.29%
N/A
1.05M $0
Capital Group Global Equity
577K
+ 41.19%
N/A
1.98M $0
Capital Group Dividend Growe
239K
+ 8.56%
N/A
3.03M $0
Capital Group Core Balanced
4.55K
+ 2.94%
N/A
159K $0
Capital Grp Fixed Incm ETF T
35K
+ 336.25%
N/A
45.4K $0
CGSD
Capital Grp Core Plus Income E
23.4K
+ 1.09%
N/A
2.17M $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
Capital Group Conservative E
504K
+ 39.58%
N/A
1.78M $0
Linde PLC
9.7K
+ 3.88%
N/A
259K $0
Ge Vernova Inc
48.3K
+ 15.3%
N/A
364K $0
VTI
Vanguard Total Stock Market Et

ETFs
1.92K
+ 5.38%
$271.18 - $303.12 $521K - $582K
37.6K $10.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
520
+ 10.58%
$307.43 - $357.48 $160K - $186K
5.44K $1.68M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
13
+ 0.2%
$58.38 - $64.16 $759 - $834
6.39K $378K
IWS
Ishares Russell Midcap Value E

ETFs
9
+ 0.17%
$122.59 - $135.24 $1.1K - $1.22K
5.32K $669K
SPYG
Spdr Portfolio

ETFs
5
+ 0.13%
$80.05 - $92.39 $400 - $462
3.92K $315K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.4K
+ 4.26%
$57.21 - $65.8 $137K - $158K
58.7K $3.43M
KB
Kb Financial Group Inc.

Financial Services
1.64K
+ 2.03%
$53.14 - $62.87 $86.9K - $103K
82.3K $4.46M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.07%
$254.58 - $302.92 $764 - $909
4.4K $1.12M
DOW
Dow Inc.

Basic Materials
2.4K
+ 4.91%
$34.36 - $41.92 $82.4K - $101K
51.2K $1.79M
CM
Canadian Imperial Bank Of Commerce

Financial Services
507
+ 1.63%
$55.05 - $64.52 $27.9K - $32.7K
31.6K $1.78M
AVUS
American Centy ETF Tr Avantis

ETFs
177
+ 0.31%
$90.7 - $101.57 $16.1K - $18K
57.1K $5.27M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.14K
+ 1.22%
$32.42 - $36.13 $134K - $150K
343K $11.3M
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