Private Client Services, LLC Incresed Positions in Q4 2024

Private Client Services, LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.38K
+ 24.18%
$567.81 - $607.81 $1.35M - $1.45M
12.2K $7.16B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.14K
+ 18.0%
$481.22 - $538.17 $547K - $612K
7.45K $3.81B
OEF
Ishares S&P 100 ETF

ETFs
1.2K
+ 4.75%
N/A
26.4K $7.62B
SPYG
Spdr Portfolio

ETFs
7.08K
+ 134.07%
$81.74 - $91.38 $578K - $647K
12.4K $1.09B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.4K
+ 86.87%
$51.09 - $55.27 $582K - $629K
24.5K $1.25B
GOOG
Alphabet Inc.

Communication Services
1.34K
+ 15.26%
$163.08 - $198.16 $218K - $265K
10.1K $1.92B
EVR
Evercore Inc.

Financial Services
1.29K
+ 32.65%
$247.66 - $315.67 $319K - $407K
5.24K $1.45B
EME
Emcor Group, Inc.

Industrials
857
+ 35.77%
$427.96 - $526.95 $367K - $452K
3.25K $1.48B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.5K
+ 22.45%
$176.42 - $186.91 $441K - $467K
13.6K $2.43B
SD
Sandridge Energy Inc

Energy
39.1K
+ 63.75%
$10.5 - $12.95 $411K - $506K
100K $1.18B
AMZN
Amazon Com Inc

Consumer Cyclical
217
+ 2.42%
$180.88 - $232.93 $39.3K - $50.5K
9.19K $2.02B
META
Meta Platforms, Inc.

Communication Services
497
+ 31.86%
$554.08 - $632.68 $275K - $314K
2.06K $1.2B
AAPL
Apple Inc.

Technology
19
+ 0.11%
$221.69 - $259.02 $4.21K - $4.92K
16.7K $4.17B
NVDA
Nvidia Corp

Technology
506
+ 3.42%
$117.0 - $148.88 $59.2K - $75.3K
15.3K $2.06B
VUG
Vanguard Growth ETF

ETFs
469
+ 35.18%
$378.79 - $428.11 $178K - $201K
1.8K $740M
AVGO
Broadcom Inc.

Technology
67
+ 2.09%
$159.67 - $250.0 $10.7K - $16.8K
3.27K $758M
JPM
Jpmorgan Chase & CO

Financial Services
91
+ 1.62%
$205.18 - $250.29 $18.7K - $22.8K
5.71K $1.37B
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.4K
+ 9.16%
$57.53 - $60.83 $196K - $207K
40.5K $2.33B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.33K
+ 53.75%
$50.73 - $51.08 $118K - $119K
6.66K $339M
WMT
Walmart Inc.

Consumer Defensive
488
+ 6.58%
$79.1 - $95.7 $38.6K - $46.7K
7.91K $715M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.04%
$161.86 - $196.66 $324 - $393
4.57K $866M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.14K
+ 33.73%
$50.0 - $50.27 $107K - $107K
8.48K $425M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3.21K
+ 22.05%
$42.84 - $45.38 $137K - $145K
17.7K $763M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.55K
+ 36.94%
$42.33 - $43.3 $108K - $110K
9.45K $403M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
5.7K
+ 4.33%
$23.03 - $23.33 $131K - $133K
137K $3.18B
USTB
Victory Portfolios Ii Victorys

ETFs
1.96K
+ 24.62%
$50.06 - $50.85 $98.1K - $99.7K
9.92K $498M
FDN
First Tr Fd Dow Jones

ETFs
193
+ 15.73%
$210.5 - $257.24 $40.6K - $49.6K
1.42K $345M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.69K
+ 3.06%
$20.6 - $20.71 $76K - $76.4K
124K $2.57B
IYW
Ishares Dj Us Tech ETF

ETFs
320
+ 10.59%
$148.14 - $166.23 $47.4K - $53.2K
3.34K $533M
TDIV
First Trust Nasdaq Technology

ETFs
1K
+ 23.95%
$78.03 - $82.13 $78.1K - $82.2K
5.18K $407M
ET
Energy Transfer LP

Energy
511
+ 3.12%
$16.05 - $19.86 $8.2K - $10.1K
16.9K $331M
FMF
First Trust Managed Futures St

ETFs
1.35K
+ 29.59%
$46.63 - $49.57 $63.1K - $67.1K
5.93K $282M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.25K
+ 22.58%
$50.37 - $50.6 $62.7K - $63K
6.76K $340M
NEAR
Blackrock Short Maturity Bond

ETFs
1.22K
+ 23.75%
$50.28 - $51.08 $61.3K - $62.3K
6.36K $321M
GLD
Spdr Gold Trust

ETFs
240
+ 5.26%
$236.59 - $257.5 $56.8K - $61.8K
4.8K $1.16B
First Tr Exchange Traded Fd
3.06K
+ 31.06%
N/A
12.9K $264M
MA
Mastercard Inc

Financial Services
52
+ 6.67%
$491.3 - $536.15 $25.5K - $27.9K
832 $438M
IWM
Ishares Russell 2000 ETF

ETFs
230
+ 11.31%
$216.13 - $242.4 $49.7K - $55.8K
2.26K $500M
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 2.36%
$873.59 - $994.69 $17.5K - $19.9K
866 $794M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
633
+ 12.96%
$77.86 - $79.27 $49.3K - $50.2K
5.52K $431M
FICS
First Tr Exchange Traded Fd Vi

ETFs
2.01K
+ 24.96%
$33.95 - $37.2 $68.1K - $74.7K
10K $341M
XLU
Utilities Sector Spdr

ETFs
649
+ 24.56%
$74.89 - $82.93 $48.6K - $53.8K
3.29K $249M
FTCS
First Trust Capital Strength E

ETFs
548
+ 12.49%
$87.62 - $94.03 $48K - $51.5K
4.94K $434M
VGT
Vanguard Information Technolog

ETFs
10
+ 1.28%
$571.78 - $647.97 $5.72K - $6.48K
793 $493M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.06%
$63.31 - $82.85 $127 - $166
3.6K $266M
LGOV
First Tr ETF Iv Long Duration

ETFs
2.23K
+ 24.43%
$20.75 - $22.49 $46.2K - $50.1K
11.3K $236M
FTA
First Tr Large Cap Value

ETFs
582
+ 11.88%
$75.21 - $83.49 $43.8K - $48.6K
5.48K $419M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
686
+ 9.51%
$48.48 - $49.47 $33.3K - $33.9K
7.9K $385M
CGGR
Capital Group Growth ETF Shs C

ETFs
165
+ 1.87%
$34.49 - $39.24 $5.69K - $6.47K
8.99K $334M
Activity Summary
Buys All Purchases 121 New Holdings 28 Increased Positions 93 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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