Private Client Services, LLC Purchases in Q4 2024

Private Client Services, LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
279K
New
N/A
279K $9.76B
JLL
Jones Lang Lasalle Inc

Real Estate
7.18K
New
$246.93 - $283.67 $1.77M - $2.04M
7.18K $1.82B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.38K
+ 24.18%
$567.81 - $607.81 $1.35M - $1.45M
12.2K $7.16B
EOCT
Innovator Etfs Tr Emerging Mar
57.3K
New
N/A
57.3K $1.49B
AYI
Acuity Brands Inc

Industrials
4.71K
New
$292.13 - $333.45 $1.38M - $1.57M
4.71K $1.38B
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
11.7K
New
$74.78 - $87.2 $875K - $1.02M
11.7K $923M
LCII
Lci Industries

Consumer Cyclical
8.42K
New
$101.78 - $126.7 $857K - $1.07M
8.42K $871M
VRTS
Virtus Investment Partners, Inc.

Financial Services
3.62K
New
$203.34 - $250.89 $736K - $909K
3.62K $799M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.14K
+ 18.0%
$481.22 - $538.17 $547K - $612K
7.45K $3.81B
OEF
Ishares S&P 100 ETF

ETFs
1.2K
+ 4.75%
N/A
26.4K $7.62B
Pacer Fds Tr
18K
New
N/A
18K $577M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.4K
+ 86.87%
$51.09 - $55.27 $582K - $629K
24.5K $1.25B
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.4K
New
$316.94 - $357.88 $444K - $501K
1.4K $481M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9K
New
$49.03 - $53.35 $441K - $480K
9K $461M
GOOG
Alphabet Inc.

Communication Services
1.34K
+ 15.26%
$163.08 - $198.16 $218K - $265K
10.1K $1.92B
EVR
Evercore Inc.

Financial Services
1.29K
+ 32.65%
$247.66 - $315.67 $319K - $407K
5.24K $1.45B
EME
Emcor Group, Inc.

Industrials
857
+ 35.77%
$427.96 - $526.95 $367K - $452K
3.25K $1.48B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.5K
+ 22.45%
$176.42 - $186.91 $441K - $467K
13.6K $2.43B
SD
Sandridge Energy Inc

Energy
39.1K
+ 63.75%
$10.5 - $12.95 $411K - $506K
100K $1.18B
LDOS
Leidos Holdings, Inc.

Technology
2.62K
New
$143.17 - $201.39 $374K - $527K
2.62K $377M
PHYS
Sprott Physical Gold Trust

Financial Services
17.9K
+ 38.31%
$19.66 - $21.66 $352K - $387K
64.6K $1.3B
AMZN
Amazon Com Inc

Consumer Cyclical
217
+ 2.42%
$180.88 - $232.93 $39.3K - $50.5K
9.19K $2.02B
META
Meta Platforms, Inc.

Communication Services
497
+ 31.86%
$554.08 - $632.68 $275K - $314K
2.06K $1.2B
USFR
Wisdomtree Floating Rate Treas

ETFs
6.04K
New
$50.23 - $50.46 $303K - $305K
6.04K $304M
AAPL
Apple Inc.

Technology
19
+ 0.11%
$221.69 - $259.02 $4.21K - $4.92K
16.7K $4.17B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.34K
New
$198.04 - $221.51 $265K - $296K
1.34K $281M
NVDA
Nvidia Corp

Technology
506
+ 3.42%
$117.0 - $148.88 $59.2K - $75.3K
15.3K $2.06B
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.66K
New
$43.44 - $45.05 $246K - $255K
5.66K $246M
SHV
Ishares Tr

ETFs
2.23K
New
$109.92 - $110.57 $245K - $247K
2.23K $246M
NFLX
Netflix Inc

Communication Services
263
New
$687.65 - $936.56 $181K - $246K
263 $234M
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$4100.99 - $5300.34 $189K - $244K
46 $230M
VUG
Vanguard Growth ETF

ETFs
469
+ 35.18%
$378.79 - $428.11 $178K - $201K
1.8K $740M
TJX
Tjx Companies Inc

Consumer Cyclical
1.85K
New
$112.15 - $127.2 $207K - $235K
1.85K $223M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
518
New
$417.69 - $450.94 $216K - $234K
518 $220M
LMT
Lockheed Martin Corp

Industrials
440
New
$479.66 - $614.62 $211K - $270K
440 $214M
FTGS
First Tr Exchange Traded Fd Gr
6.75K
New
N/A
6.75K $212M
ISRG
Intuitive Surgical Inc

Healthcare
402
New
$471.27 - $550.62 $189K - $221K
402 $210M
AVGO
Broadcom Inc.

Technology
67
+ 2.09%
$159.67 - $250.0 $10.7K - $16.8K
3.27K $758M
TSLA
Tesla, Inc.

Consumer Cyclical
509
New
$213.65 - $479.86 $109K - $244K
509 $206M
DE
Deere & CO

Industrials
480
New
$389.45 - $466.0 $187K - $224K
480 $203M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
11.1K
New
$17.93 - $18.8 $199K - $209K
11.1K $202M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.02K
New
$172.07 - $207.36 $175K - $211K
1.02K $201M
CGUS
Capital Group Core Equity ETF
5.73K
New
$33.96 - $36.24 $194K - $208K
5.73K $200M
JPM
Jpmorgan Chase & CO

Financial Services
91
+ 1.62%
$205.18 - $250.29 $18.7K - $22.8K
5.71K $1.37B
RYLD
Global X Fds Russell 2000 Cove

ETFs
11.2K
New
$15.97 - $16.79 $179K - $188K
11.2K $183M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.4K
+ 9.16%
$57.53 - $60.83 $196K - $207K
40.5K $2.33B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.33K
+ 53.75%
$50.73 - $51.08 $118K - $119K
6.66K $339M
WMT
Walmart Inc.

Consumer Defensive
488
+ 6.58%
$79.1 - $95.7 $38.6K - $46.7K
7.91K $715M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.04%
$161.86 - $196.66 $324 - $393
4.57K $866M
Activity Summary
Buys All Purchases 121 New Holdings 28 Increased Positions 93 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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