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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
329
+ 32.32%
$165.25 - $224.62 $54.4K - $73.9K
1.35K $224M
XLV
Select Sector Spdr Fund Health

ETFs
9
+ 0.36%
$137.61 - $149.68 $1.24K - $1.35K
2.49K $364M
VNQ
Vanguard Specialized Funds Van

ETFs
162
+ 3.81%
$85.55 - $94.34 $13.9K - $15.3K
4.42K $400M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
51
+ 9.85%
$408.78 - $448.82 $20.8K - $22.9K
569 $239M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
37
+ 1.43%
$87.68 - $94.52 $3.24K - $3.5K
2.62K $245M
SHV
Ishares Tr

ETFs
137
+ 6.14%
$110.11 - $110.51 $15.1K - $15.1K
2.37K $262M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.06%
$71.24 - $83.64 $142 - $167
3.6K $282M
VTI
Vanguard Total Stock Market Et

ETFs
120
+ 10.14%
$271.18 - $303.12 $32.5K - $36.4K
1.3K $358M
LGOV
First Tr ETF Iv Long Duration

ETFs
327
+ 2.88%
$20.41 - $21.7 $6.67K - $7.1K
11.7K $251M
XLU
Utilities Sector Spdr

ETFs
21
+ 0.64%
$74.7 - $80.27 $1.57K - $1.69K
3.31K $261M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
60
+ 1.09%
$77.7 - $78.94 $4.66K - $4.74K
5.58K $440M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
289
+ 13.89%
$102.49 - $119.96 $29.6K - $34.7K
2.37K $248M
RYLD
Global X Fds Russell 2000 Cove

ETFs
1.31K
+ 11.69%
$14.93 - $16.85 $19.5K - $22K
12.5K $189M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
49
+ 0.71%
$39.61 - $42.65 $1.94K - $2.09K
6.97K $284M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.22K
+ 10.97%
$16.57 - $18.85 $20.2K - $22.9K
12.3K $205M
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.16%
$112.81 - $126.16 $338 - $378
1.85K $225M
XYLD
Global X Fds S&P 500 Covered C

ETFs
366
+ 6.64%
$39.02 - $42.89 $14.3K - $15.7K
5.88K $232M
FMF
First Trust Managed Futures St

ETFs
153
+ 2.58%
$45.87 - $48.39 $7.02K - $7.4K
6.08K $280M
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.38%
N/A
1.57K $305M
HD
Home Depot, Inc.

Consumer Cyclical
40
+ 5.11%
$347.25 - $424.87 $13.9K - $17K
823 $301M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
129
+ 3.43%
$64.88 - $72.1 $8.37K - $9.3K
3.89K $256M
IYW
Ishares Dj Us Tech ETF

ETFs
426
+ 12.74%
$140.44 - $166.79 $59.8K - $71.1K
3.77K $529M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
249
+ 3.79%
$49.85 - $56.22 $12.4K - $14K
6.82K $346M
FTHI
First Trust Exchange Traded Fd

ETFs
231
+ 2.28%
$21.62 - $23.74 $4.99K - $5.48K
10.4K $227M
IWS
Ishares Russell Midcap Value E

ETFs
5
+ 0.16%
$122.59 - $135.24 $613 - $676
3.06K $386M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.47%
$96.88 - $111.25 $1.07K - $1.22K
2.36K $235M
LDOS
Leidos Holdings, Inc.

Technology
73
+ 2.79%
$126.82 - $161.11 $9.26K - $11.8K
2.69K $363M
FPE
First Tr Pfd Secs & Income ETF

ETFs
317
+ 0.18%
$17.53 - $17.87 $5.56K - $5.66K
181K $3.19B
META
Meta Platforms, Inc.

Communication Services
4
+ 0.19%
$576.36 - $736.67 $2.31K - $2.95K
2.06K $1.19B
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.21%
$472.29 - $575.13 $472 - $575
477 $231M
ORCL
Oracle Corp

Technology
146
+ 8.06%
$139.81 - $186.47 $20.4K - $27.2K
1.96K $274M
AVGO
Broadcom Inc.

Technology
940
+ 28.75%
$167.43 - $244.7 $157K - $230K
4.21K $705M
XLK
Technology Sector Spdr

ETFs
3
+ 0.11%
$206.38 - $242.18 $619 - $727
2.69K $556M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
53
+ 1.24%
$507.05 - $563.67 $26.9K - $29.9K
4.33K $2.22B
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
22
+ 0.19%
$67.16 - $87.51 $1.48K - $1.93K
11.7K $836M
NVDA
Nvidia Corp

Technology
1.86K
+ 12.17%
$106.98 - $149.43 $199K - $279K
17.2K $1.86B
EVR
Evercore Inc.

Financial Services
854
+ 16.29%
$190.28 - $291.27 $162K - $249K
6.1K $1.22B
AMZN
Amazon Com Inc

Consumer Cyclical
139
+ 1.51%
$190.26 - $242.06 $26.4K - $33.6K
9.33K $1.77B
OEF
Ishares S&P 100 ETF

ETFs
276
+ 1.05%
N/A
26.7K $7.22B
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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