Private Client Services, LLC New Holdings in Q2 2025

Private Client Services, LLC

  • $257 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
114K
New
$20.29 - $21.52 $2.31M - $2.44M
114K $2.44B
EA
Electronic Arts Inc.

Communication Services
11.1K
New
$132.53 - $159.7 $1.47M - $1.78M
11.1K $1.78B
PEGA
Pegasystems Inc

Technology
30.9K
New
$49.95 - $103.29 $1.54M - $3.19M
30.9K $1.67B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
10.2K
New
$144.63 - $179.53 $1.47M - $1.82M
10.2K $1.67B
Nextracker Inc
28.4K
New
N/A
28.4K $1.54B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
55K
New
$22.68 - $23.28 $1.25M - $1.28M
55K $1.28B
GPN
Global Payments Inc

Industrials
13.2K
New
$67.47 - $99.6 $892K - $1.32M
13.2K $1.06B
ZBRA
Zebra Technologies Corp

Technology
3.42K
New
$213.54 - $309.26 $730K - $1.06M
3.42K $1.05B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
20.2K
New
$50.36 - $50.68 $1.02M - $1.03M
20.2K $1.03B
NYT
New York Times CO

Communication Services
18K
New
$45.37 - $57.12 $818K - $1.03M
18K $1.01B
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
5.09K
New
$162.37 - $200.76 $826K - $1.02M
5.09K $962M
EAPR
Innovator Etfs Tr Emerging Mkt
29.7K
New
$24.71 - $27.99 $733K - $830K
29.7K $830M
VGSH
Vanguard

ETFs
12.6K
New
$58.32 - $58.95 $738K - $746K
12.6K $743M
SUB
Ishares Short Term National Mu

ETFs
6.89K
New
$104.77 - $106.34 $722K - $732K
6.89K $732M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.47K
New
$82.21 - $83.12 $532K - $538K
6.47K $536M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
4.2K
New
$97.32 - $136.25 $409K - $572K
4.2K $534M
ZECP
Zacks Tr Earnings Constant Por

ETFs
15.9K
New
$27.11 - $31.91 $431K - $507K
15.9K $507M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
22.3K
New
$20.54 - $29.09 $458K - $649K
22.3K $500M
IEF
Ishares Barclays

ETFs
4.42K
New
$93.15 - $96.56 $411K - $427K
4.42K $423M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.08K
New
$100.35 - $100.71 $409K - $411K
4.08K $411M
RDVY
First Trust Rising Dividend Ac

ETFs
6.45K
New
$51.6 - $62.74 $333K - $405K
6.45K $405M
VZ
Verizon Communications Inc

Communication Services
8.75K
New
$41.67 - $45.62 $365K - $399K
8.75K $379M
MRVL
Marvell Technology, Inc.

Technology
4.46K
New
$49.38 - $79.97 $220K - $357K
4.46K $345M
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
CSCO
Cisco Systems, Inc.

Technology
4.37K
New
$53.19 - $69.38 $233K - $303K
4.37K $303M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.96K
New
$100.04 - $100.54 $296K - $297K
2.96K $297M
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
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
SPOT
Spotify Technology S.A.

Communication Services
334
New
$503.3 - $775.9 $168K - $259K
334 $256M
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
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
PAVE
Global X Fds Us Infrastructure

ETFs
5.16K
New
$33.78 - $43.68 $174K - $226K
5.16K $225M
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
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.61K
New
$24.14 - $25.43 $208K - $219K
8.61K $213M
JHML
John Hancock Multifactor Large

ETFs
2.73K
New
$59.74 - $73.35 $163K - $201K
2.73K $201M
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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