Private Client Services, LLC New Holdings in Q4 2024

Private Client Services, LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
279K
New
N/A
279K $9.76B
JLL
Jones Lang Lasalle Inc

Real Estate
7.18K
New
$246.93 - $283.67 $1.77M - $2.04M
7.18K $1.82B
EOCT
Innovator Etfs Tr Emerging Mar
57.3K
New
N/A
57.3K $1.49B
AYI
Acuity Brands Inc

Industrials
4.71K
New
$292.13 - $333.45 $1.38M - $1.57M
4.71K $1.38B
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
11.7K
New
$74.78 - $87.2 $875K - $1.02M
11.7K $923M
LCII
Lci Industries

Consumer Cyclical
8.42K
New
$101.78 - $126.7 $857K - $1.07M
8.42K $871M
VRTS
Virtus Investment Partners, Inc.

Financial Services
3.62K
New
$203.34 - $250.89 $736K - $909K
3.62K $799M
Pacer Fds Tr
18K
New
N/A
18K $577M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.4K
New
$316.94 - $357.88 $444K - $501K
1.4K $481M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9K
New
$49.03 - $53.35 $441K - $480K
9K $461M
USFR
Wisdomtree Floating Rate Treas

ETFs
6.04K
New
$50.23 - $50.46 $303K - $305K
6.04K $304M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.34K
New
$198.04 - $221.51 $265K - $296K
1.34K $281M
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.66K
New
$43.44 - $45.05 $246K - $255K
5.66K $246M
SHV
Ishares Tr

ETFs
2.23K
New
$109.92 - $110.57 $245K - $247K
2.23K $246M
NFLX
Netflix Inc

Communication Services
263
New
$687.65 - $936.56 $181K - $246K
263 $234M
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$4100.99 - $5300.34 $189K - $244K
46 $230M
TJX
Tjx Companies Inc

Consumer Cyclical
1.85K
New
$112.15 - $127.2 $207K - $235K
1.85K $223M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
518
New
$417.69 - $450.94 $216K - $234K
518 $220M
LMT
Lockheed Martin Corp

Industrials
440
New
$479.66 - $614.62 $211K - $270K
440 $214M
FTGS
First Tr Exchange Traded Fd Gr
6.75K
New
N/A
6.75K $212M
ISRG
Intuitive Surgical Inc

Healthcare
402
New
$471.27 - $550.62 $189K - $221K
402 $210M
TSLA
Tesla, Inc.

Consumer Cyclical
509
New
$213.65 - $479.86 $109K - $244K
509 $206M
DE
Deere & CO

Industrials
480
New
$389.45 - $466.0 $187K - $224K
480 $203M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
11.1K
New
$17.93 - $18.8 $199K - $209K
11.1K $202M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.02K
New
$172.07 - $207.36 $175K - $211K
1.02K $201M
CGUS
Capital Group Core Equity ETF
5.73K
New
$33.96 - $36.24 $194K - $208K
5.73K $200M
RYLD
Global X Fds Russell 2000 Cove

ETFs
11.2K
New
$15.97 - $16.79 $179K - $188K
11.2K $183M
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
Track This Portfolio

Track Private Client Services, LLC Portfolio

Follow Private Client Services, LLC 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 Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email