Private Client Services, LLC Purchases in Q4 2025

Private Client Services, LLC

  • $320 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.59K
+ 14.22%
$656.2 - $690.71 $4.33M - $4.55M
52.9K $36.3B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
54.3K
+ 1930.79%
$82.69 - $83.12 $4.49M - $4.51M
57.1K $4.73B
IEFA
Ishares Tr

ETFs
39.3K
+ 21.29%
$86.09 - $89.88 $3.38M - $3.53M
224K $20B
First Tr Exchng Traded Fd Vi
92.8K
New
N/A
92.8K $3.64B
ECOW
Pacer Fds Tr Emerging Markets

ETFs
88.7K
+ 342.15%
$23.51 - $25.57 $2.09M - $2.27M
115K $2.8B
EXEL
Exelixis, Inc.

Healthcare
45.5K
New
$34.54 - $43.59 $1.57M - $1.98M
45.5K $1.99B
EOCT
Innovator Etfs Tr Emerging Mar
54.3K
New
N/A
54.3K $1.72B
AMG
Affiliated Managers Group, Inc.

Financial Services
5.29K
New
$230.78 - $264.8 $1.22M - $1.4M
5.29K $1.53B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28.5K
+ 17.71%
$52.54 - $55.77 $1.5M - $1.59M
190K $10.2B
RLY
Ssga Active ETF Tr

ETFs
37.8K
+ 20.87%
$30.63 - $31.64 $1.16M - $1.2M
219K $6.89B
VO
Vanguard Mid Cap ETF

ETFs
4.26K
+ 18.24%
$286.27 - $296.23 $1.22M - $1.26M
27.6K $8.01B
GOOG
Alphabet Inc.

Communication Services
1.04K
+ 9.75%
$237.49 - $291.74 $247K - $303K
11.7K $3.67B
IOCT
Innovator Etfs Tr Intl Dev Pow
29.4K
New
N/A
29.4K $1.03B
VB
Vanguard Small Cap ETF

ETFs
3.32K
+ 18.22%
$248.1 - $260.08 $824K - $864K
21.6K $5.56B
ILMN
Illumina, Inc.

Healthcare
6.41K
New
$91.0 - $123.54 $583K - $792K
6.41K $841M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.52K
+ 12.34%
$99.87 - $101.27 $851K - $863K
77.6K $7.75B
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.2K
+ 11.12%
$74.09 - $75.1 $757K - $768K
102K $7.57B
SCHP
Schwab Strategic Us Tips ETF

ETFs
23.6K
+ 21.38%
$26.75 - $27.15 $631K - $641K
134K $3.55B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.83K
+ 30.99%
$49.98 - $50.59 $491K - $497K
41.5K $2.09B
MUB
Ishares National Muni Bond ETF

ETFs
4.58K
+ 26.74%
$106.36 - $107.61 $487K - $493K
21.7K $2.32B
FFIV
F5, Inc.

Technology
1.95K
New
$234.0 - $343.17 $456K - $668K
1.95K $497M
FPE
First Tr Pfd Secs & Income ETF

ETFs
27K
+ 30.58%
$18.14 - $18.51 $489K - $499K
115K $2.1B
USRT
Ishares Core U.S. Reit ETF

ETFs
9.73K
+ 21.87%
$56.64 - $59.67 $551K - $580K
54.2K $3.09B
SPY
Spdr S&P 500 ETF Trust

ETFs
274
+ 1.65%
$653.02 - $687.39 $179K - $188K
16.9K $11.5B
PANW
Palo Alto Networks Inc

Technology
2.24K
New
$204.77 - $221.38 $458K - $496K
2.24K $412M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
8.36K
New
$45.09 - $46.71 $377K - $391K
8.36K $388M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.98K
New
$56.33 - $59.22 $337K - $354K
5.98K $348M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.77K
New
$50.85 - $51.0 $344K - $345K
6.77K $345M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.19K
+ 8.78%
$56.0 - $57.6 $291K - $299K
64.3K $3.68B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.8K
New
$72.17 - $75.74 $274K - $288K
3.8K $287M
CAT
Caterpillar Inc

Industrials
477
New
$480.82 - $585.49 $229K - $279K
477 $273M
PSLV
Sprott Physical Silver Trust

Financial Services
366
+ 1.13%
$15.32 - $18.07 $5.61K - $6.61K
32.7K $774M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.09K
+ 6.61%
$57.9 - $61.26 $179K - $189K
49.8K $3.03B
QQQ
Invesco Qqq Trust, Series 1

ETFs
168
+ 1.48%
$589.5 - $635.77 $99K - $107K
11.5K $7.07B
TUA
Simpl Exch Traded Fds Sht Term
10.7K
+ 5.41%
N/A
208K $4.56B
AMD
Advanced Micro Devices Inc

Technology
1.07K
New
$164.01 - $264.33 $175K - $283K
1.07K $229M
ISRG
Intuitive Surgical Inc

Healthcare
394
New
$429.59 - $576.2 $169K - $227K
394 $223M
Blackrock ETF Trust
5.71K
New
N/A
5.71K $220M
MRK
Merck & Co., Inc.

Healthcare
2.02K
New
$82.49 - $92.93 $167K - $188K
2.02K $213M
FEP
First Trust Europe Alphadex Fu

ETFs
3.86K
New
$50.31 - $51.92 $194K - $200K
3.86K $207M
MO
Altria Group, Inc.

Consumer Defensive
4.2K
+ 73.7%
$56.38 - $66.65 $237K - $280K
9.89K $570M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.69K
+ 27.77%
$100.37 - $100.72 $169K - $170K
7.75K $778M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
593
+ 21.26%
$242.67 - $261.79 $144K - $155K
3.38K $855M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.82K
+ 21.19%
$79.55 - $80.13 $145K - $146K
10.4K $829M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.38K
+ 8.61%
$96.34 - $98.02 $133K - $136K
17.4K $1.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
83
+ 1.82%
$600.51 - $631.95 $49.8K - $52.5K
4.64K $2.91B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.32K
+ 28.47%
$24.85 - $25.28 $107K - $109K
19.5K $486M
IAU
Ishares Gold Trust

ETFs
280
+ 2.78%
$72.65 - $82.5 $20.3K - $23.1K
10.4K $841M
WMT
Walmart Inc.

Consumer Defensive
265
+ 2.98%
$101.18 - $109.03 $26.8K - $28.9K
9.17K $1.02B
Activity Summary
Buys All Purchases 103 New Holdings 18 Increased Positions 85 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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