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
VZ
Verizon Communications Inc

Communication Services
8.75K
New
$41.67 - $45.62 $365K - $399K
8.75K $379M
NFLX
Netflix Inc

Communication Services
194
+ 69.04%
$855.86 - $1339.13 $166K - $260K
475 $636M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
976
+ 40.7%
$483.48 - $539.8 $472K - $527K
3.37K $1.64B
MRVL
Marvell Technology, Inc.

Technology
4.46K
New
$49.38 - $79.97 $220K - $357K
4.46K $345M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.43K
+ 66.22%
$91.23 - $97.27 $313K - $334K
8.61K $838M
TFLO
Ishares Treasury Floating Rate

ETFs
6.29K
New
$50.47 - $50.66 $317K - $319K
6.29K $319M
PG
Procter & Gamble CO

Consumer Defensive
1.94K
New
$157.66 - $172.39 $306K - $334K
1.94K $309M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.42K
+ 21.2%
$72.96 - $90.39 $177K - $219K
13.9K $1.24B
CSCO
Cisco Systems, Inc.

Technology
4.37K
New
$53.19 - $69.38 $233K - $303K
4.37K $303M
COST
Costco Wholesale Corp

Consumer Defensive
270
+ 35.95%
$908.13 - $1056.85 $245K - $285K
1.02K $1.01B
ADBE
Adobe Inc.

Technology
764
New
$340.0 - $420.68 $260K - $321K
764 $296M
IBM
International Business Machines Corp

Technology
969
New
$221.03 - $294.78 $214K - $286K
969 $286M
GOOGL
Alphabet Inc.

Communication Services
877
+ 14.54%
$144.7 - $178.6 $127K - $157K
6.91K $1.22B
MBB
Ishares Tr

ETFs
2.99K
New
$91.41 - $94.22 $273K - $281K
2.99K $280M
CAH
Cardinal Health Inc

Healthcare
1.6K
New
$125.0 - $168.0 $201K - $269K
1.6K $269M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
5.14K
New
$45.2 - $53.03 $232K - $273K
5.14K $262M
ITA
Ishares Tr

ETFs
1.06K
+ 60.47%
$135.31 - $188.64 $143K - $199K
2.81K $529M
SPOT
Spotify Technology S.A.

Communication Services
334
New
$503.3 - $775.9 $168K - $259K
334 $256M
ORCL
Oracle Corp

Technology
453
+ 23.15%
$122.82 - $218.63 $55.6K - $99K
2.41K $527M
BA
Boeing CO

Industrials
1.2K
New
$136.59 - $217.51 $164K - $261K
1.2K $251M
COF
Capital One Financial Corp

Financial Services
1.16K
New
$150.57 - $212.76 $174K - $246K
1.16K $246M
XLC
Select Sector Spdr Tr Communic

ETFs
2.26K
New
$86.13 - $108.53 $195K - $246K
2.26K $246M
DE
Deere & CO

Industrials
479
New
$412.99 - $531.48 $198K - $255K
479 $244M
PM
Philip Morris International Inc.

Consumer Defensive
965
+ 33.79%
$149.23 - $184.95 $144K - $178K
3.82K $696M
ISRG
Intuitive Surgical Inc

Healthcare
432
New
$451.58 - $565.94 $195K - $244K
432 $235M
UBER
Uber Technologies, Inc

Technology
2.46K
New
$64.62 - $93.3 $159K - $230K
2.46K $230M
GLD
Spdr Gold Trust

ETFs
502
+ 10.98%
$273.71 - $316.29 $137K - $159K
5.08K $1.55B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.83K
+ 36.98%
$48.13 - $49.85 $233K - $241K
17.9K $878M
PAVE
Global X Fds Us Infrastructure

ETFs
5.16K
New
$33.78 - $43.68 $174K - $226K
5.16K $225M
QUAL
Ishares Msci Usa Quality Facto

ETFs
347
+ 2.59%
$152.42 - $182.82 $52.9K - $63.4K
13.7K $2.51B
USFR
Wisdomtree Floating Rate Treas

ETFs
4.38K
+ 59.49%
$50.28 - $50.47 $220K - $221K
11.7K $590M
KR
Kroger CO

Consumer Defensive
3.07K
New
$64.62 - $74.0 $198K - $227K
3.07K $220M
XLF
Financial Sector Spdr

ETFs
4.19K
New
$43.92 - $52.37 $184K - $220K
4.19K $220M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.71K
+ 48.52%
$77.94 - $79.5 $211K - $215K
8.29K $659M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.61K
New
$24.14 - $25.43 $208K - $219K
8.61K $213M
TSLA
Tesla, Inc.

Consumer Cyclical
495
+ 55.0%
$221.86 - $362.89 $110K - $180K
1.4K $443M
NFTY
First Tr Alphadex Fd Ii India
1.82K
+ 7.78%
N/A
25.2K $1.51B
JHML
John Hancock Multifactor Large

ETFs
2.73K
New
$59.74 - $73.35 $163K - $201K
2.73K $201M
IYW
Ishares Dj Us Tech ETF

ETFs
438
+ 11.62%
$122.57 - $173.27 $53.7K - $75.9K
4.21K $729M
T
At&T Inc.

Communication Services
6.43K
+ 72.12%
$26.33 - $28.94 $169K - $186K
15.4K $444M
MO
Altria Group, Inc.

Consumer Defensive
3.34K
+ 64.19%
$55.56 - $60.91 $186K - $203K
8.54K $501M
MUB
Ishares National Muni Bond ETF

ETFs
1.86K
+ 21.36%
$102.31 - $105.8 $190K - $197K
10.6K $1.1B
XOM
Exxon Mobil Corp

Energy
2.65K
+ 27.1%
$99.93 - $119.04 $264K - $315K
12.4K $1.34B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
459
+ 24.41%
$171.4 - $227.1 $78.7K - $104K
2.34K $531M
HD
Home Depot, Inc.

Consumer Cyclical
442
+ 53.71%
$335.24 - $380.78 $148K - $168K
1.27K $464M
INTU
Intuit Inc

Technology
8
+ 1.05%
$544.07 - $787.63 $4.35K - $6.3K
770 $607M
V
Visa Inc.

Financial Services
364
+ 20.02%
$308.27 - $373.31 $112K - $136K
2.18K $775M
VGT
Vanguard Information Technolog

ETFs
56
+ 7.07%
$470.37 - $663.28 $26.3K - $37.1K
848 $563M
MCK
Mckesson Corp

Healthcare
149
+ 44.61%
$652.83 - $732.78 $97.3K - $109K
483 $354M
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
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