Private Client Services, LLC Purchases 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
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
129K
New
$34.08 - $35.99 $4.39M - $4.63M
129K $4.42B
IVV
Ishares Core S&P 500 ETF

ETFs
8.21K
+ 52.61%
$554.06 - $615.85 $4.55M - $5.05M
23.8K $13.4B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
74.4K
New
$48.43 - $49.86 $3.6M - $3.71M
74.4K $3.71B
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
HTRB
Hartford Fds Total Return Bd E

ETFs
67.4K
New
$33.03 - $34.09 $2.22M - $2.3M
67.4K $2.28B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
39.4K
+ 91.22%
$42.5 - $46.71 $1.67M - $1.84M
82.5K $3.74B
Maplebear Inc
41.7K
New
N/A
41.7K $1.67B
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6B
BDC
Belden Inc.

Technology
14.3K
New
$99.82 - $122.07 $1.43M - $1.75M
14.3K $1.43B
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
ALKS
Alkermes Plc.

Healthcare
28.1K
New
$28.08 - $36.0 $790K - $1.01M
28.1K $929M
DECK
Deckers Outdoor Corp

Consumer Cyclical
8.18K
New
$111.56 - $223.11 $912K - $1.82M
8.18K $914M
CRUS
Cirrus Logic, Inc.

Technology
9.12K
New
$97.89 - $111.4 $893K - $1.02M
9.12K $909M
PIPR
Piper Sandler Companies

Financial Services
3.55K
New
$244.29 - $323.68 $868K - $1.15M
3.55K $880M
MAT
Mattel Inc

Consumer Cyclical
44.7K
New
$17.73 - $21.94 $792K - $980K
44.7K $868M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11K
+ 71.22%
$71.17 - $73.66 $780K - $807K
26.3K $1.93B
VMI
Valmont Industries Inc

Industrials
2.89K
New
$285.37 - $376.98 $825K - $1.09M
2.89K $825M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.31K
+ 47.76%
$95.85 - $99.25 $700K - $725K
22.6K $2.24B
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
IAU
Ishares Gold Trust

ETFs
8.46K
New
$49.74 - $58.96 $421K - $499K
8.46K $499M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.8K
New
$44.72 - $46.25 $483K - $500K
10.8K $498M
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
First Tr Exchange Traded Fd
17.8K
New
N/A
17.8K $373M
PLTR
Palantir Technologies Inc.

Technology
3.96K
New
$64.98 - $124.62 $257K - $493K
3.96K $334M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
16.1K
New
$19.03 - $20.94 $307K - $338K
16.1K $330M
JPM
Jpmorgan Chase & CO

Financial Services
1.18K
+ 20.73%
$225.19 - $279.95 $266K - $331K
6.89K $1.69B
VEA
Vanguard Ftse Developed Market

ETFs
6.11K
New
$47.4 - $52.99 $290K - $324K
6.11K $311M
ITA
Ishares Tr

ETFs
1.75K
New
$144.84 - $159.5 $253K - $279K
1.75K $268M
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
Victory Portfolios Ii
7.42K
New
N/A
7.42K $254M
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
MCK
Mckesson Corp

Healthcare
334
New
$566.21 - $672.99 $189K - $225K
334 $225M
Blackrock Inc
235
New
N/A
235 $223M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
70
+ 3.01%
$442.66 - $534.52 $31K - $37.4K
2.4K $1.28B
KO
Coca Cola CO

Consumer Defensive
2.95K
New
$60.81 - $72.32 $180K - $213K
2.95K $211M
PANW
Palo Alto Networks Inc

Technology
1.23K
New
$167.82 - $208.28 $206K - $255K
1.23K $209M
FSIG
First Tr ETF Iv LTD Duration I
10.9K
New
$18.74 - $19.04 $204K - $207K
10.9K $206M
ACN
Accenture PLC

Technology
653
New
$300.91 - $398.25 $196K - $260K
653 $204M
ICOW
Pacer Fds Tr Devel Mrkts Intl

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