Private Client Services, LLC Incresed Positions 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
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
27.1K
+ 32.81%
$39.89 - $49.46 $1.08M - $1.34M
110K $5.42B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.58K
+ 14.53%
$496.48 - $617.85 $786K - $978K
12.5K $7.71B
VO
Vanguard Mid Cap ETF

ETFs
4.64K
+ 39.78%
$228.54 - $279.83 $1.06M - $1.3M
16.3K $4.56B
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
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
RLY
Ssga Active ETF Tr

ETFs
34.6K
+ 45.41%
$25.82 - $29.59 $893K - $1.02M
111K $3.22B
AMZN
Amazon Com Inc

Consumer Cyclical
3.35K
+ 35.91%
$167.32 - $223.3 $560K - $748K
12.7K $2.78B
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
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
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
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.9K
+ 100.36%
$45.12 - $46.23 $490K - $502K
21.7K $1B
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
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
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
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.43K
+ 66.22%
$91.23 - $97.27 $313K - $334K
8.61K $838M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.42K
+ 21.2%
$72.96 - $90.39 $177K - $219K
13.9K $1.24B
COST
Costco Wholesale Corp

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

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

ETFs
1.06K
+ 60.47%
$135.31 - $188.64 $143K - $199K
2.81K $529M
ORCL
Oracle Corp

Technology
453
+ 23.15%
$122.82 - $218.63 $55.6K - $99K
2.41K $527M
PM
Philip Morris International Inc.

Consumer Defensive
965
+ 33.79%
$149.23 - $184.95 $144K - $178K
3.82K $696M
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
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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.71K
+ 48.52%
$77.94 - $79.5 $211K - $215K
8.29K $659M
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
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
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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