Capital Group Private Client Services, Inc. Incresed Positions in Q4 2024

Capital Group Private Client Services, Inc.

  • $10.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
1.6M
+ 21865.42%
$117.05 - $123.03 $187M - $197M
1.61M $189M
CGGR
Capital Group Growth ETF Shs C

ETFs
715K
+ 3.69%
$34.49 - $39.24 $24.7M - $28.1M
20.1M $747M
AMZN
Amazon Com Inc

Consumer Cyclical
169K
+ 22.89%
$180.88 - $232.93 $30.5M - $39.3M
906K $199M
GOOG
Alphabet Inc.

Communication Services
43.5K
+ 2.18%
$163.08 - $198.16 $7.09M - $8.61M
2.04M $389M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
28.7K
+ 6.32%
$173.13 - $258.09 $4.98M - $7.42M
483K $111M
AAPL
Apple Inc.

Technology
26.2K
+ 2.27%
$221.69 - $259.02 $5.81M - $6.79M
1.18M $295M
UAL
United Airlines Holdings, Inc.

Industrials
25.5K
+ 5.0%
$55.62 - $102.44 $1.42M - $2.61M
535K $52M
BMY
Bristol Myers Squibb CO

Healthcare
345K
+ 73.33%
$51.92 - $59.94 $17.9M - $20.7M
817K $46.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.2K
+ 0.88%
$172.07 - $207.36 $1.24M - $1.49M
827K $163M
EFA
Ishares Tr Msci Eafe ETF

ETFs
252K
+ 653.8%
$75.1 - $82.99 $18.9M - $20.9M
291K $22M
TMUS
T Mobile Us, Inc.

Communication Services
61.8K
+ 69.37%
$206.1 - $246.94 $12.7M - $15.3M
151K $33.3M
CGGO
Capital Group Global Growth Eq

ETFs
949K
+ 6.31%
$29.21 - $30.67 $27.7M - $29.1M
16M $468M
CGDV
Capital Group Divid Value ETF

ETFs
538K
+ 7.87%
$35.16 - $37.12 $18.9M - $20M
7.36M $260M
SPY
Spdr S&P 500 ETF Trust

ETFs
17.2K
+ 40.24%
$567.81 - $607.81 $9.78M - $10.5M
60K $35.2M
KKR
Kkr & Co. Inc.

Financial Services
54K
+ 42.76%
$129.87 - $162.87 $7.01M - $8.79M
180K $26.6M
CGUS
Capital Group Core Equity ETF
204K
+ 5.42%
$33.96 - $36.24 $6.92M - $7.38M
3.96M $139M
NFLX
Netflix Inc

Communication Services
5.52K
+ 22.31%
$687.65 - $936.56 $3.8M - $5.17M
30.3K $27M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
58.3K
+ 95.81%
$104.54 - $137.94 $6.1M - $8.05M
119K $14.5M
MAR
Marriott International Inc

Consumer Cyclical
10.4K
+ 8.88%
$246.06 - $292.59 $2.56M - $3.04M
127K $35.5M
ETR
Entergy Corp

Utilities
287K
+ 97.22%
$73.19 - $156.4 $21M - $44.9M
582K $44.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.38K
+ 3.92%
$521.84 - $558.82 $1.77M - $1.89M
89.7K $48.3M
IVV
Ishares Core S&P 500 ETF

ETFs
4.13K
+ 42.74%
$570.51 - $610.59 $2.35M - $2.52M
13.8K $8.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.4K
+ 134.22%
$113.92 - $127.38 $1.87M - $2.09M
28.7K $3.3M
GLOB
Globant S.A.

Technology
2.15K
+ 2.52%
$193.45 - $236.83 $415K - $508K
87.4K $18.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
37.3K
+ 12.39%
$33.92 - $36.6 $1.27M - $1.37M
339K $11.7M
BX
Blackstone Inc.

Financial Services
5
+ 0.01%
$148.45 - $199.05 $742 - $995
57.1K $9.84M
VTI
Vanguard Total Stock Market Et

ETFs
2.55K
+ 7.68%
$280.04 - $302.45 $713K - $770K
35.7K $10.3M
IAU
Ishares Gold Trust

ETFs
19.6K
+ 6.04%
$48.37 - $52.65 $946K - $1.03M
343K $17M
SBAC
Sba Communications Corp

Real Estate
4.55K
+ 128.9%
$198.24 - $249.31 $902K - $1.13M
8.08K $1.65M
VB
Vanguard Small Cap ETF

ETFs
2.55K
+ 6.55%
$233.76 - $261.58 $595K - $666K
41.4K $9.96M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.2K
+ 22.2%
$61.68 - $67.87 $631K - $694K
56.3K $3.51M
VUG
Vanguard Growth ETF

ETFs
651
+ 31.57%
$378.79 - $428.11 $247K - $279K
2.71K $1.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.49K
+ 31.68%
$44.04 - $49.49 $418K - $469K
39.4K $1.74M
VEA
Vanguard Ftse Developed Market

ETFs
5.83K
+ 38.59%
$47.57 - $52.44 $277K - $305K
20.9K $1M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
32.1K
+ 2.33%
$16.2 - $17.97 $521K - $578K
1.41M $24.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.46K
+ 38.95%
$131.66 - $144.0 $192K - $211K
5.22K $689K
IWD
Ishares Russell 1000 Val ETF

ETFs
918
+ 26.91%
$183.23 - $199.79 $168K - $183K
4.33K $801K
IEMG
Ishares Inc

ETFs
2.64K
+ 3.85%
N/A
71K $3.81M
AVUS
American Centy ETF Tr Avantis

ETFs
194
+ 0.34%
$94.36 - $102.06 $18.3K - $19.8K
56.9K $5.52M
CGCP
Capital Group Core Plus Income

ETFs
9.89K
+ 8.44%
$22.13 - $23.17 $219K - $229K
127K $2.82M
MGK
Vanguard Mega Cap Growth ETF

ETFs
12
+ 0.24%
$316.94 - $357.88 $3.8K - $4.29K
4.92K $1.69M
IWP
Ishares Russell Mid Cap Growth

ETFs
4
+ 0.05%
$116.4 - $138.52 $466 - $554
7.46K $945K
MOH
Molina Healthcare, Inc.

Healthcare
1.76K
+ 21.03%
$274.73 - $341.91 $484K - $603K
10.1K $2.95M
IWS
Ishares Russell Midcap Value E

ETFs
597
+ 12.67%
$128.08 - $140.32 $76.5K - $83.8K
5.31K $686K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
10
+ 0.23%
$278.19 - $315.36 $2.78K - $3.15K
4.39K $1.26M
VV
Vanguard Large Cap ETF

ETFs
6
+ 0.33%
$260.27 - $280.65 $1.56K - $1.68K
1.82K $490K
IWM
Ishares Russell 2000 ETF

ETFs
48
+ 0.27%
$216.13 - $242.4 $10.4K - $11.6K
18K $3.98M
SPTS
Spdr Portfolio Short Term Trea

ETFs
7.99K
+ 1.44%
$28.88 - $29.33 $231K - $234K
561K $16.3M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
3
+ 0.05%
$59.58 - $63.93 $179 - $192
6.37K $389K
Activity Summary
Buys All Purchases 95 New Holdings 16 Increased Positions 79 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Capital Group Private Client Services, Inc. Portfolio

Follow Capital Group Private Client Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Group Private Client Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Group Private Client Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email