Private Client Services, LLC Incresed Positions in Q4 2025

Private Client Services, LLC

  • $320 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
52
+ 1.31%
$182.87 - $189.72 $9.51K - $9.87K
4.02K $769M
XLK
Technology Sector Spdr

ETFs
3.23K
+ 101.63%
$278.39 - $304.13 $900K - $983K
6.41K $923M
VIG
Vanguard Dividend Appreciation

ETFs
100
+ 8.05%
N/A
1.34K $295M
SCHW
Schwab Charles Corp

Financial Services
85
+ 2.41%
$91.91 - $97.71 $7.81K - $8.31K
3.62K $361M
Ge Vernova Inc
14
+ 3.92%
N/A
371 $243M
VEA
Vanguard Ftse Developed Market

ETFs
90
+ 1.33%
$59.18 - $62.09 $5.33K - $5.59K
6.88K $430M
V
Visa Inc.

Financial Services
4
+ 0.19%
$325.75 - $352.42 $1.3K - $1.41K
2.15K $753M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
440
+ 4.04%
$50.83 - $51.07 $22.4K - $22.5K
11.3K $577M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
354
+ 3.21%
$50.2 - $50.36 $17.8K - $17.8K
11.4K $572M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
184
+ 4.84%
$100.33 - $100.69 $18.5K - $18.5K
3.99K $400M
VGT
Vanguard Information Technolog

ETFs
7
+ 0.84%
$736.33 - $801.52 $5.15K - $5.61K
845 $637M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4
+ 0.17%
$142.82 - $150.36 $571 - $601
2.38K $354M
MA
Mastercard Inc

Financial Services
6
+ 0.67%
$536.85 - $580.45 $3.22K - $3.48K
907 $518M
T Rowe Price ETF Inc
35
+ 0.5%
N/A
7.07K $270M
IWS
Ishares Russell Midcap Value E

ETFs
6
+ 0.2%
$135.66 - $140.93 $814 - $846
2.94K $415M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.65%
$475.68 - $513.11 $3.81K - $4.1K
1.23K $619M
FTLS
First Tr Long/Short Equity ETF

ETFs
1
+ 0.03%
$67.94 - $71.96 $67.9 - $72
2.92K $207M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
15
+ 0.24%
$49.78 - $50.16 $747 - $752
6.38K $319M
NEAR
Blackrock Short Maturity Bond

ETFs
54
+ 0.57%
$51.08 - $51.37 $2.76K - $2.77K
9.53K $487M
TYA
Simplify Exchange Traded Fds S

ETFs
535
+ 0.69%
N/A
77.7K $1.05B
AFL
Aflac Inc

Financial Services
1
+ 0.05%
$105.7 - $115.01 $106 - $115
2.1K $232M
PFF
Ishares Trust Ishares Pfd And

ETFs
525
+ 1.71%
$30.84 - $31.79 $16.2K - $16.7K
31.2K $967M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.64K
+ 2.09%
$49.98 - $50.22 $82.2K - $82.6K
80.1K $3.96B
PLTR
Palantir Technologies Inc.

Technology
135
+ 1.78%
$172.14 - $207.18 $23.2K - $28K
7.73K $1.37B
REAX
Real Brokerage Inc

Real Estate
1K
+ 3.06%
$3.47 - $4.26 $3.47K - $4.26K
33.7K $123M
INTU
Intuit Inc

Technology
2
+ 0.26%
$641.79 - $683.39 $1.28K - $1.37K
776 $514M
D
Dominion Energy, Inc

Utilities
3
+ 0.05%
$58.49 - $61.69 $175 - $185
6.1K $357M
MPC
Marathon Petroleum Corp

Energy
100
+ 8.21%
$180.89 - $200.13 $18.1K - $20K
1.32K $214M
META
Meta Platforms, Inc.

Communication Services
154
+ 9.11%
$609.01 - $751.67 $93.8K - $116K
1.85K $1.22B
HOOD
Robinhood Markets, Inc.

Technology
235
+ 11.31%
$121.53 - $152.46 $28.6K - $35.8K
2.31K $262M
XLE
Energy Sector Spdr

ETFs
3.89K
+ 82.64%
$85.22 - $92.02 $331K - $358K
8.59K $384M
SPOT
Spotify Technology S.A.

Communication Services
8
+ 2.13%
$616.91 - $707.3 $4.94K - $5.66K
384 $223M
NFLX
Netflix Inc

Communication Services
4.42K
+ 919.13%
$110.29 - $1241.35 $488K - $5.49M
4.9K $460M
ORCL
Oracle Corp

Technology
155
+ 5.57%
$217.57 - $313.0 $33.7K - $48.5K
2.94K $573M
Activity Summary
Buys All Purchases 103 New Holdings 18 Increased Positions 85 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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