Private Client Services, LLC Purchases in Q2 2025

Private Client Services, LLC

  • $257 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
12.1K
+ 50.65%
$498.8 - $620.9 $6.01M - $7.49M
35.9K $22.3B
IEFA
Ishares Tr

ETFs
35K
+ 40.41%
$67.83 - $84.09 $2.38M - $2.94M
122K $10.2B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
74.6K
+ 540.46%
$27.79 - $34.16 $2.07M - $2.55M
88.4K $3.01B
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
114K
New
$20.29 - $21.52 $2.31M - $2.44M
114K $2.44B
MSFT
Microsoft Corp

Technology
2.91K
+ 58.79%
$354.56 - $497.45 $1.03M - $1.45M
7.85K $3.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.4K
+ 28.71%
$416.06 - $551.64 $996K - $1.32M
10.7K $5.92B
EA
Electronic Arts Inc.

Communication Services
11.1K
New
$132.53 - $159.7 $1.47M - $1.78M
11.1K $1.78B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
27.1K
+ 32.81%
$39.89 - $49.46 $1.08M - $1.34M
110K $5.42B
PEGA
Pegasystems Inc

Technology
30.9K
New
$49.95 - $103.29 $1.54M - $3.19M
30.9K $1.67B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
10.2K
New
$144.63 - $179.53 $1.47M - $1.82M
10.2K $1.67B
VO
Vanguard Mid Cap ETF

ETFs
4.64K
+ 39.78%
$228.54 - $279.83 $1.06M - $1.3M
16.3K $4.56B
Nextracker Inc
28.4K
New
N/A
28.4K $1.54B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.4K
+ 68.29%
$96.84 - $99.46 $1.5M - $1.54M
38.1K $3.77B
BND
Vanguard Bd Index Fd Inc Total

ETFs
19.8K
+ 75.34%
$72.02 - $73.82 $1.43M - $1.46M
46.2K $3.4B
AAPL
Apple Inc.

Technology
8.27K
+ 59.91%
$172.42 - $223.89 $1.43M - $1.85M
22.1K $4.53B
HTRB
Hartford Fds Total Return Bd E

ETFs
40.1K
+ 59.48%
$33.14 - $34.12 $1.33M - $1.37M
107K $3.64B
NVDA
Nvidia Corp

Technology
3.04K
+ 17.67%
$94.31 - $157.99 $286K - $480K
20.2K $3.19B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
55K
New
$22.68 - $23.28 $1.25M - $1.28M
55K $1.28B
GPN
Global Payments Inc

Industrials
13.2K
New
$67.47 - $99.6 $892K - $1.32M
13.2K $1.06B
ZBRA
Zebra Technologies Corp

Technology
3.42K
New
$213.54 - $309.26 $730K - $1.06M
3.42K $1.05B
RLY
Ssga Active ETF Tr

ETFs
34.6K
+ 45.41%
$25.82 - $29.59 $893K - $1.02M
111K $3.22B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
20.2K
New
$50.36 - $50.68 $1.02M - $1.03M
20.2K $1.03B
NYT
New York Times CO

Communication Services
18K
New
$45.37 - $57.12 $818K - $1.03M
18K $1.01B
AMZN
Amazon Com Inc

Consumer Cyclical
3.35K
+ 35.91%
$167.32 - $223.3 $560K - $748K
12.7K $2.78B
RL
Ralph Lauren Corp

Consumer Cyclical
3.55K
New
$182.34 - $286.22 $647K - $1.02M
3.55K $974M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
5.09K
New
$162.37 - $200.76 $826K - $1.02M
5.09K $962M
SHV
Ishares Tr

ETFs
8.52K
+ 359.48%
$110.06 - $110.46 $937K - $941K
10.9K $1.2B
VB
Vanguard Small Cap ETF

ETFs
3.05K
+ 32.94%
$193.73 - $237.37 $590K - $723K
12.3K $2.91B
EAPR
Innovator Etfs Tr Emerging Mkt
29.7K
New
$24.71 - $27.99 $733K - $830K
29.7K $830M
AVGO
Broadcom Inc.

Technology
1.36K
+ 32.19%
$146.29 - $275.65 $198K - $374K
5.56K $1.53B
PLTR
Palantir Technologies Inc.

Technology
4.43K
+ 111.9%
$74.01 - $144.25 $328K - $639K
8.39K $1.14B
VGSH
Vanguard

ETFs
12.6K
New
$58.32 - $58.95 $738K - $746K
12.6K $743M
SUB
Ishares Short Term National Mu

ETFs
6.89K
New
$104.77 - $106.34 $722K - $732K
6.89K $732M
JPM
Jpmorgan Chase & CO

Financial Services
1.42K
+ 20.59%
$210.28 - $289.91 $298K - $411K
8.31K $2.41B
GOOG
Alphabet Inc.

Communication Services
3.07K
+ 42.66%
$146.58 - $180.01 $450K - $552K
10.3K $1.82B
SCHP
Schwab Strategic Us Tips ETF

ETFs
22.1K
+ 53.75%
$26.18 - $26.93 $579K - $595K
63.2K $1.69B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.47K
New
$82.21 - $83.12 $532K - $538K
6.47K $536M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
4.2K
New
$97.32 - $136.25 $409K - $572K
4.2K $534M
ZECP
Zacks Tr Earnings Constant Por

ETFs
15.9K
New
$27.11 - $31.91 $431K - $507K
15.9K $507M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.9K
+ 100.36%
$45.12 - $46.23 $490K - $502K
21.7K $1B
GIII
G Iii Apparel Group LTD

Consumer Cyclical
22.3K
New
$20.54 - $29.09 $458K - $649K
22.3K $500M
USRT
Ishares Core U.S. Reit ETF

ETFs
8.71K
+ 50.29%
$50.37 - $57.97 $439K - $505K
26K $1.47B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
365
+ 8.44%
$456.74 - $568.03 $167K - $207K
4.69K $2.67B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.09K
+ 10.77%
$43.53 - $54.46 $178K - $223K
42.1K $2.29B
IEF
Ishares Barclays

ETFs
4.42K
New
$93.15 - $96.56 $411K - $427K
4.42K $423M
XLK
Technology Sector Spdr

ETFs
1.17K
+ 43.39%
$179.73 - $253.23 $210K - $296K
3.86K $977M
AYI
Acuity Brands Inc

Industrials
1.18K
+ 62.99%
$223.31 - $304.18 $263K - $358K
3.05K $909M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.08K
New
$100.35 - $100.71 $409K - $411K
4.08K $411M
RDVY
First Trust Rising Dividend Ac

ETFs
6.45K
New
$51.6 - $62.74 $333K - $405K
6.45K $405M
Activity Summary
Buys All Purchases 132 New Holdings 45 Increased Positions 87 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Private Client Services, LLC Portfolio

Follow Private Client Services, LLC 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 Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email