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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
737
+ 17.76%
$76.94 - $79.54 $56.7K - $58.6K
4.89K $388M
LLY
Eli Lilly & CO

Healthcare
95
+ 9.68%
$772.14 - $960.02 $73.4K - $91.2K
1.08K $953M
AVGO
Broadcom Inc.

Technology
2.9K
+ 949.84%
$136.27 - $1745.86 $395K - $5.06M
3.2K $552M
RTX
Raytheon Technologies Corp

Industrials
54
+ 2.09%
$99.55 - $123.34 $5.38K - $6.66K
2.64K $320M
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.17%
$101.25 - $127.45 $506 - $637
2.97K $360M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
266
+ 4.84%
$77.02 - $85.06 $20.5K - $22.6K
5.76K $487M
VOE
Vanguard Mid Cap Value Index F

ETFs
10
+ 0.3%
$149.02 - $167.67 $1.49K - $1.68K
3.37K $564M
VNQ
Vanguard Specialized Funds Van

ETFs
51
+ 1.39%
$82.97 - $98.97 $4.23K - $5.05K
3.72K $363M
UNH
Unitedhealth Group Inc

Healthcare
10
+ 1.62%
$488.01 - $604.18 $4.88K - $6.04K
627 $367M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
107
+ 2.73%
$117.9 - $128.2 $12.6K - $13.7K
4.03K $517M
ADBE
Adobe Inc.

Technology
331
+ 10.0%
$508.13 - $586.55 $168K - $194K
3.64K $1.89B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.07K
+ 10.92%
$29.08 - $31.84 $31.1K - $34.1K
10.9K $344M
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 2.17%
$801.83 - $917.05 $14.4K - $16.5K
846 $750M
MA
Mastercard Inc

Financial Services
5
+ 0.65%
$429.6 - $500.99 $2.15K - $2.5K
780 $385M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
227
+ 5.77%
$60.7 - $67.83 $13.8K - $15.4K
4.16K $282M
CIL
Victory Portfolios Ii Shs Intl

ETFs
514
+ 10.54%
$41.04 - $45.75 $21.1K - $23.5K
5.39K $245M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
234
+ 8.85%
$78.37 - $86.15 $18.3K - $20.2K
2.88K $248M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
431
+ 6.22%
$32.65 - $36.69 $14.1K - $15.8K
7.36K $268M
IWS
Ishares Russell Midcap Value E

ETFs
6
+ 0.2%
$119.52 - $132.25 $717 - $794
3.05K $404M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
55
+ 1.9%
$85.84 - $85.84 $4.72K - $4.72K
2.96K $287M
VFH
Vanguard Financial ETF

ETFs
134
+ 6.68%
$99.27 - $111.21 $13.3K - $14.9K
2.14K $235M
CSA
Victory Portfolios Ii Shs Us S

ETFs
217
+ 7.03%
$66.4 - $74.15 $14.4K - $16.1K
3.3K $243M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
324
+ 8.4%
$57.32 - $62.65 $18.6K - $20.3K
4.18K $260M
BFA
Brown Forman Corp Cl A
38
+ 0.46%
N/A
8.37K $402M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
99
+ 4.6%
$105.53 - $118.34 $10.4K - $11.7K
2.25K $264M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
481
+ 3.99%
$19.18 - $22.03 $9.23K - $10.6K
12.5K $274M
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.28%
$182.15 - $182.15 $911 - $911
1.81K $357M
XOM
Exxon Mobil Corp

Energy
40
+ 0.44%
$109.72 - $119.0 $4.39K - $4.76K
9.23K $1.08B
XYLD
Global X Fds S&P 500 Covered C

ETFs
433
+ 8.58%
$38.49 - $41.61 $16.7K - $18K
5.48K $227M
CGGR
Capital Group Growth ETF Shs C

ETFs
183
+ 2.12%
$30.71 - $34.79 $5.62K - $6.37K
8.82K $307M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
62
+ 0.78%
$37.98 - $41.19 $2.35K - $2.55K
8.05K $331M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
191
+ 10.32%
$211.47 - $281.27 $40.4K - $53.7K
2.04K $501M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.32%
$113.45 - $126.18 $908 - $1.01K
2.48K $313M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
12
+ 0.17%
$46.89 - $52.24 $563 - $627
6.9K $358M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.3%
$96.3 - $106.49 $674 - $745
2.34K $244M
ET
Energy Transfer LP

Energy
11
+ 0.07%
$15.43 - $16.44 $170 - $181
16.4K $263M
CVX
Chevron Corp

Energy
46
+ 2.78%
$137.88 - $161.97 $6.34K - $7.45K
1.7K $250M
INTU
Intuit Inc

Technology
1
+ 0.13%
$602.97 - $670.49 $603 - $670
770 $478M
SCHW
Schwab Charles Corp

Financial Services
3
+ 0.08%
$61.74 - $76.08 $185 - $228
3.59K $233M
MCHP
Microchip Technology Inc

Technology
1.68K
+ 9.67%
$72.0 - $95.98 $121K - $161K
19K $1.53B
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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