Private Client Services, LLC Incresed Positions in Q1 2025

Private Client Services, LLC

  • $202 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
25.9K
+ 116.78%
$169.43 - $182.84 $4.38M - $4.73M
48K $8.32B
IVV
Ishares Core S&P 500 ETF

ETFs
8.21K
+ 52.61%
$554.06 - $615.85 $4.55M - $5.05M
23.8K $13.4B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
34.3K
+ 126.92%
$91.45 - $91.75 $3.13M - $3.14M
61.3K $5.62B
IEFA
Ishares Tr

ETFs
37K
+ 74.66%
$69.57 - $78.65 $2.58M - $2.91M
86.6K $6.55B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
39.4K
+ 91.22%
$42.5 - $46.71 $1.67M - $1.84M
82.5K $3.74B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
29.1K
+ 45.02%
$53.6 - $58.97 $1.56M - $1.72M
93.9K $5.14B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
29K
+ 322.02%
$48.06 - $53.73 $1.39M - $1.56M
38K $1.85B
RLY
Ssga Active ETF Tr

ETFs
43.8K
+ 135.31%
$27.21 - $28.6 $1.19M - $1.25M
76.2K $2.17B
VO
Vanguard Mid Cap ETF

ETFs
4.73K
+ 68.35%
$251.87 - $277.95 $1.19M - $1.31M
11.7K $3.01B
BND
Vanguard Bd Index Fd Inc Total

ETFs
11K
+ 71.22%
$71.17 - $73.66 $780K - $807K
26.3K $1.93B
SCHP
Schwab Strategic Us Tips ETF

ETFs
26.7K
+ 185.41%
$25.69 - $26.78 $686K - $716K
41.1K $1.11B
VB
Vanguard Small Cap ETF

ETFs
3.57K
+ 62.78%
$217.89 - $252.64 $777K - $901K
9.25K $2.05B
NFTY
First Tr Alphadex Fd Ii India
10.5K
+ 81.94%
N/A
23.4K $1.3B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.94K
+ 36.51%
$49.78 - $53.19 $445K - $476K
33.4K $1.71B
USRT
Ishares Core U.S. Reit ETF

ETFs
7.51K
+ 76.53%
$55.14 - $60.29 $414K - $453K
17.3K $998M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.37K
+ 5.34%
$85.29 - $92.57 $202K - $219K
46.6K $4.25B
JPM
Jpmorgan Chase & CO

Financial Services
1.18K
+ 20.73%
$225.19 - $279.95 $266K - $331K
6.89K $1.69B
SPYG
Spdr Portfolio

ETFs
4.34K
+ 35.15%
$80.05 - $92.39 $348K - $401K
16.7K $1.34B
FTGS
First Tr Exchange Traded Fd Gr
8.97K
+ 132.82%
N/A
15.7K $468M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.57K
+ 98.35%
$94.86 - $97.12 $244K - $250K
5.18K $494M
WMT
Walmart Inc.

Consumer Defensive
2.84K
+ 35.85%
$84.5 - $105.05 $240K - $298K
10.7K $943M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
70
+ 3.01%
$442.66 - $534.52 $31K - $37.4K
2.4K $1.28B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
5.65K
+ 69.22%
$29.06 - $32.62 $164K - $184K
13.8K $434M
AFL
Aflac Inc

Financial Services
905
+ 13.6%
$100.99 - $111.19 $91.4K - $101K
7.56K $840M
XOM
Exxon Mobil Corp

Energy
346
+ 3.67%
$105.44 - $118.93 $36.5K - $41.1K
9.76K $1.16B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
7.52K
+ 34.92%
$36.64 - $45.76 $276K - $344K
29.1K $1.09B
QQQ
Invesco Qqq Trust, Series 1

ETFs
890
+ 11.94%
$468.34 - $539.52 $417K - $480K
8.34K $3.91B
V
Visa Inc.

Financial Services
62
+ 3.53%
$306.92 - $362.71 $19K - $22.5K
1.82K $637M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
543
+ 40.61%
$192.82 - $222.1 $105K - $121K
1.88K $363M
ET
Energy Transfer LP

Energy
5.27K
+ 31.16%
$17.26 - $21.08 $91K - $111K
22.2K $412M
CVX
Chevron Corp

Energy
241
+ 14.25%
$146.71 - $167.97 $35.4K - $40.5K
1.93K $323M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.94K
+ 12.85%
$30.85 - $32.26 $90.7K - $94.8K
25.8K $793M
GOOGL
Alphabet Inc.

Communication Services
1.46K
+ 31.83%
$154.33 - $206.19 $225K - $300K
6.03K $932M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.32K
+ 21.79%
$50.29 - $50.5 $66.2K - $66.5K
7.36K $370M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.22K
+ 3.01%
$56.17 - $59.71 $68.4K - $72.7K
41.7K $2.38B
PSLV
Sprott Physical Silver Trust

Financial Services
230
+ 0.93%
$9.86 - $11.68 $2.27K - $2.69K
25K $290M
T
At&T Inc.

Communication Services
14
+ 0.16%
$21.56 - $28.28 $302 - $396
8.92K $252M
MO
Altria Group, Inc.

Consumer Defensive
63
+ 1.23%
$50.81 - $60.02 $3.2K - $3.78K
5.2K $312M
TDIV
First Trust Nasdaq Technology

ETFs
922
+ 17.8%
$73.39 - $83.95 $67.7K - $77.4K
6.1K $449M
MA
Mastercard Inc

Financial Services
35
+ 4.21%
$504.67 - $576.31 $17.7K - $20.2K
867 $475M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
888
+ 23.09%
$57.21 - $65.8 $50.8K - $58.4K
4.73K $276M
NEAR
Blackrock Short Maturity Bond

ETFs
511
+ 8.04%
$50.4 - $50.89 $25.8K - $26K
6.87K $349M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
561
+ 6.62%
$50.03 - $50.27 $28.1K - $28.2K
9.04K $453M
TSLA
Tesla, Inc.

Consumer Cyclical
391
+ 76.82%
$222.15 - $428.22 $86.9K - $167K
900 $233M
VTV
Vanguard Value ETF

ETFs
41
+ 0.69%
$167.73 - $179.21 $6.88K - $7.35K
6.02K $1.04B
NFLX
Netflix Inc

Communication Services
18
+ 6.84%
$828.4 - $1058.6 $14.9K - $19.1K
281 $262M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
469
+ 7.04%
$50.87 - $51.09 $23.9K - $24K
7.13K $364M
FDT
First Trust Developed Markets

ETFs
115
+ 2.66%
$53.51 - $60.98 $6.15K - $7.01K
4.44K $258M
First Tr Exchange Traded Fd
947
+ 7.34%
N/A
13.8K $287M
Activity Summary
Buys All Purchases 117 New Holdings 27 Increased Positions 90 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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