Private Client Services, LLC Reduced Holdings in Q3 2024

Private Client Services, LLC

  • $186 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-20.7K
- 22.11%
$91.42 - $91.82 $1.89M - $1.9M
73K $6.7B
GOOG
Alphabet Inc.

Communication Services
-5.37K
- 38.0%
$149.54 - $192.66 $803K - $1.03M
8.76K $1.46B
MSFT
Microsoft Corp

Technology
-1.94K
- 23.21%
$395.15 - $467.56 $765K - $906K
6.41K $2.76B
AAPL
Apple Inc.

Technology
-5.42K
- 24.57%
$207.23 - $234.82 $1.12M - $1.27M
16.6K $3.88B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.61K
- 14.09%
$517.38 - $573.86 $835K - $926K
9.84K $5.64B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-8.2K
- 18.1%
$54.98 - $59.51 $451K - $488K
37.1K $2.21B
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-1.05K
- 23.66%
$129.86 - $184.59 $136K - $193K
3.38K $473M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-7.66K
- 32.7%
$80.44 - $110.41 $616K - $846K
15.8K $1.74B
NVO
Novo Nordisk A S

Healthcare
-1.09K
- 28.73%
$119.07 - $145.42 $129K - $158K
2.69K $321M
XLK
Technology Sector Spdr

ETFs
-932
- 20.82%
$197.34 - $237.68 $184K - $222K
3.55K $800M
NVDA
Nvidia Corp

Technology
-814
- 5.21%
$98.91 - $134.91 $80.5K - $110K
14.8K $1.8B
GOOGL
Alphabet Inc.

Communication Services
-197
- 4.13%
$148.65 - $191.18 $29.3K - $37.7K
4.57K $758M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.51K
- 16.08%
$48.51 - $52.86 $122K - $133K
13.1K $693M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.23K
- 24.66%
$60.84 - $67.51 $74.5K - $82.7K
3.74K $253M
AMZN
Amazon Com Inc

Consumer Cyclical
-5
- 0.06%
$161.02 - $200.0 $805 - $1K
8.97K $1.67B
VGT
Vanguard Information Technolog

ETFs
-84
- 9.69%
$514.43 - $606.85 $43.2K - $51K
783 $459M
VUG
Vanguard Growth ETF

ETFs
-119
- 8.2%
$341.08 - $391.94 $40.6K - $46.6K
1.33K $512M
XLE
Energy Sector Spdr

ETFs
-63
- 1.12%
$84.35 - $93.39 $5.31K - $5.88K
5.57K $489M
BMY
Bristol Myers Squibb CO

Healthcare
-1.89K
- 25.46%
$39.66 - $51.75 $74.8K - $97.5K
5.52K $286M
SPYG
Spdr Portfolio

ETFs
-454
- 7.92%
$73.38 - $84.1 $33.3K - $38.2K
5.28K $438M
XLV
Select Sector Spdr Fund Health

ETFs
-247
- 8.85%
$143.3 - $157.24 $35.4K - $38.8K
2.54K $392M
VTI
Vanguard Total Stock Market Et

ETFs
-100
- 7.89%
$255.18 - $283.2 $25.5K - $28.3K
1.17K $331M
EAPR
Innovator Etfs Tr Emerging Mkt
-1.07K
- 3.29%
$25.09 - $27.24 $26.8K - $29.1K
31.4K $847M
AMP
Ameriprise Financial Inc

Financial Services
-22
- 4.42%
$391.53 - $469.81 $8.61K - $10.3K
476 $224M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-74
- 2.77%
$83.76 - $91.82 $6.2K - $6.79K
2.59K $237M
T Rowe Price ETF Inc
-30
- 0.36%
N/A
8.41K $280M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-5.35K
- 3.29%
$33.61 - $35.94 $180K - $192K
157K $5.65B
V
Visa Inc.

Financial Services
-25
- 1.38%
$253.74 - $291.56 $6.34K - $7.29K
1.79K $492M
VHT
Vanguard Health Care ETF

ETFs
-4
- 0.23%
$261.88 - $288.1 $1.05K - $1.15K
1.76K $496M
HD
Home Depot, Inc.

Consumer Cyclical
-27
- 3.64%
$333.64 - $405.2 $9.01K - $10.9K
714 $289M
MCD
Mcdonalds Corp

Consumer Cyclical
-24
- 1.92%
$245.82 - $304.51 $5.9K - $7.31K
1.23K $373M
GLD
Spdr Gold Trust

ETFs
-212
- 4.44%
$215.56 - $246.98 $45.7K - $52.4K
4.56K $1.11B
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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