Private Client Services, LLC Incresed Positions in Q3 2024

Private Client Services, LLC

  • $186 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
15.8K
+ 59.06%
$89.91 - $101.33 $1.42M - $1.6M
42.6K $4.18B
IVV
Ishares Core S&P 500 ETF

ETFs
1.57K
+ 8.76%
$520.18 - $576.82 $815K - $903K
19.4K $11.2B
FIX
Comfort Systems Usa Inc

Industrials
2.41K
+ 73.6%
$292.14 - $396.82 $704K - $957K
5.69K $2.22B
IEFA
Ishares Tr

ETFs
11.5K
+ 19.84%
$70.09 - $78.74 $805K - $905K
69.4K $5.42B
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.32K
+ 63.32%
$162.64 - $179.3 $703K - $775K
11.1K $2B
MHO
M/I Homes, Inc.

Consumer Cyclical
1.59K
+ 16.37%
$116.02 - $172.21 $184K - $273K
11.3K $1.93B
JLS
Nuveen Mortgage & Income Fund

Financial Services
37.8K
+ 39.2%
$17.83 - $18.45 $674K - $698K
134K $2.48B
OEF
Ishares S&P 100 ETF

ETFs
1.31K
+ 5.47%
$266.03 - $266.03 $347K - $347K
25.2K $6.97B
WSM
Williams Sonoma Inc

Consumer Cyclical
4.73K
+ 518.29%
$128.47 - $280.94 $608K - $1.33M
5.65K $875M
RSP
Invesco S&P 500 Equal Weight E

ETFs
563
+ 1.94%
$162.83 - $179.16 $91.7K - $101K
29.6K $5.3B
NOW
Service Now, Inc.

Technology
330
+ 16.87%
$730.87 - $937.36 $241K - $309K
2.29K $2.04B
META
Meta Platforms, Inc.

Communication Services
726
+ 87.05%
$453.41 - $572.44 $329K - $416K
1.56K $893M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
16.7K
+ 37.45%
$24.39 - $25.28 $406K - $421K
61.1K $1.54B
QQQ
Invesco Qqq Trust, Series 1

ETFs
727
+ 13.01%
$434.77 - $502.96 $316K - $366K
6.32K $3.08B
VO
Vanguard Mid Cap ETF

ETFs
803
+ 9.31%
$237.84 - $263.83 $191K - $212K
9.43K $2.49B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.98K
+ 4.5%
$53.41 - $57.9 $159K - $172K
69.1K $3.99B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.02K
+ 19.37%
$96.25 - $101.98 $290K - $308K
18.6K $1.88B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.06K
+ 74.43%
$49.93 - $51.15 $353K - $361K
16.5K $846M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.54K
+ 21.0%
$71.45 - $75.64 $253K - $268K
20.4K $1.53B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
333
+ 7.52%
$475.2 - $527.7 $158K - $176K
4.76K $2.51B
MUB
Ishares National Muni Bond ETF

ETFs
2.58K
+ 35.36%
$106.13 - $108.7 $274K - $281K
9.89K $1.07B
RLY
Ssga Active ETF Tr

ETFs
7.82K
+ 18.85%
$26.98 - $28.77 $211K - $225K
49.3K $1.42B
FVD
First Tr Value Line Divid Inde

ETFs
5.24K
+ 78.24%
$40.45 - $45.49 $212K - $238K
11.9K $543M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
8.91K
+ 7.27%
$22.76 - $23.41 $203K - $209K
132K $3.08B
VB
Vanguard Small Cap ETF

ETFs
441
+ 5.83%
$214.77 - $237.72 $94.7K - $105K
8.01K $1.9B
FPE
First Tr Pfd Secs & Income ETF

ETFs
6.46K
+ 3.81%
$17.35 - $18.22 $112K - $118K
176K $3.19B
USRT
Ishares Core U.S. Reit ETF

ETFs
2.09K
+ 15.12%
$53.07 - $62.66 $111K - $131K
15.9K $978M
IWM
Ishares Russell 2000 ETF

ETFs
932
+ 84.65%
$200.87 - $224.6 $187K - $209K
2.03K $449M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
220
+ 10.44%
$405.19 - $478.57 $89.1K - $105K
2.33K $1.07B
EME
Emcor Group, Inc.

Industrials
138
+ 6.11%
$340.22 - $435.6 $47K - $60.1K
2.4K $1.03B
NFTY
First Tr Alphadex Fd Ii India
2.11K
+ 14.06%
N/A
17.2K $1.11B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
7.65K
+ 6.04%
$22.94 - $23.16 $176K - $177K
134K $3.1B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.92K
+ 5.36%
$42.22 - $48.62 $81.2K - $93.5K
37.8K $1.76B
PHYS
Sprott Physical Gold Trust

Financial Services
3.6K
+ 8.36%
$18.12 - $20.72 $65.2K - $74.6K
46.7K $951M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.68K
+ 46.18%
$51.58 - $53.79 $138K - $144K
8.48K $455M
AFL
Aflac Inc

Financial Services
20
+ 0.3%
$88.52 - $111.8 $1.77K - $2.24K
6.63K $742M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
6.19K
+ 5.42%
$20.47 - $20.71 $127K - $128K
121K $2.49B
MRK
Merck & Co., Inc.

Healthcare
1.52K
+ 51.12%
$111.15 - $128.97 $169K - $196K
4.5K $511M
EFA
Ishares Tr Msci Eafe ETF

ETFs
732
+ 6.59%
$75.32 - $84.37 $55.1K - $61.8K
11.8K $990M
WMT
Walmart Inc.

Consumer Defensive
229
+ 3.18%
$66.91 - $81.4 $15.3K - $18.6K
7.42K $599M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1.42K
+ 46.37%
$67.53 - $70.89 $96.1K - $101K
4.49K $317M
JPM
Jpmorgan Chase & CO

Financial Services
203
+ 3.75%
$194.9 - $224.8 $39.6K - $45.6K
5.62K $1.18B
SD
Sandridge Energy Inc

Energy
10K
+ 19.56%
$11.62 - $13.82 $117K - $139K
61.3K $750M
VTV
Vanguard Value ETF

ETFs
13
+ 0.22%
$159.75 - $174.57 $2.08K - $2.27K
5.98K $1.04B
PFF
Ishares Trust Ishares Pfd And

ETFs
1.48K
+ 7.44%
$31.18 - $33.5 $46K - $49.4K
21.3K $708M
JNK
Spdr Bloomberg High Yield Bond

ETFs
740
+ 29.89%
$93.65 - $97.81 $69.3K - $72.4K
3.22K $314M
LOW
Lowes Companies Inc

Consumer Cyclical
78
+ 7.07%
$213.3 - $270.78 $16.6K - $21.1K
1.18K $320M
ORCL
Oracle Corp

Technology
164
+ 10.04%
$125.9 - $170.35 $20.6K - $27.9K
1.8K $306M
BFB
Brown Forman Corp Cl B
26
+ 0.23%
N/A
11.4K $561M
Activity Summary
Buys All Purchases 133 New Holdings 42 Increased Positions 91 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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