Private Client Services, LLC Sells in Q3 2025

Private Client Services, LLC

  • $299 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
-719
- 7.47%
$94.4 - $104.27 $67.9K - $75K
8.91K $918M
VUG
Vanguard Growth ETF

ETFs
-160
- 12.08%
$433.97 - $484.08 $69.4K - $77.5K
1.17K $559M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-309
- 7.28%
$132.9 - $142.03 $41.1K - $43.9K
3.94K $555M
ITA
Ishares Tr

ETFs
-326
- 11.62%
$184.73 - $209.26 $60.2K - $68.2K
2.48K $519M
MCK
Mckesson Corp

Healthcare
-33
- 6.83%
$659.01 - $772.54 $21.7K - $25.5K
450 $347M
COF
Capital One Financial Corp

Financial Services
-23
- 1.99%
$207.29 - $229.74 $4.77K - $5.28K
1.13K $241M
FSIG
First Tr ETF Iv LTD Duration I
-55
- 0.51%
$19.03 - $19.33 $1.05K - $1.06K
10.8K $208M
MA
Mastercard Inc

Financial Services
-7
- 0.77%
$550.18 - $598.96 $3.85K - $4.19K
901 $513M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-23
- 0.36%
$49.05 - $49.99 $1.13K - $1.15K
6.36K $317M
FTA
First Tr Large Cap Value

ETFs
-118
- 3.12%
$78.13 - $83.78 $9.22K - $9.89K
3.66K $305M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-67
- 2.74%
$134.94 - $145.86 $9.04K - $9.77K
2.38K $346M
GPN
Global Payments Inc

Industrials
-294
- 2.22%
$77.61 - $90.01 $22.8K - $26.5K
12.9K $1.07B
HD
Home Depot, Inc.

Consumer Cyclical
-73
- 5.77%
$357.4 - $423.42 $26.1K - $30.9K
1.19K $483M
FDT
First Trust Developed Markets

ETFs
-123
- 2.81%
$68.09 - $76.05 $8.38K - $9.35K
4.25K $320M
D
Dominion Energy, Inc

Utilities
-141
- 2.26%
$56.32 - $62.1 $7.94K - $8.76K
6.09K $373M
FMF
First Trust Managed Futures St

ETFs
-14
- 0.23%
$45.19 - $48.75 $633 - $683
6.05K $295M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-44
- 3.03%
$362.31 - $405.74 $15.9K - $17.9K
1.41K $566M
JNJ
Johnson & Johnson

Healthcare
-108
- 5.95%
$155.17 - $185.42 $16.8K - $20K
1.71K $317M
TDIV
First Trust Nasdaq Technology

ETFs
-47
- 0.78%
$89.27 - $100.33 $4.2K - $4.72K
6K $592M
VGT
Vanguard Information Technolog

ETFs
-10
- 1.18%
$656.44 - $753.15 $6.56K - $7.53K
838 $626M
GLD
Spdr Gold Trust

ETFs
-535
- 10.54%
$300.96 - $355.47 $161K - $190K
4.54K $1.61B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-140
- 2.98%
$567.77 - $614.76 $79.5K - $86.1K
4.55K $2.79B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-57
- 0.42%
$182.33 - $194.5 $10.4K - $11.1K
13.7K $2.66B
JPM
Jpmorgan Chase & CO

Financial Services
-173
- 2.08%
$282.78 - $316.06 $48.9K - $54.7K
8.14K $2.57B
PLTR
Palantir Technologies Inc.

Technology
-791
- 9.43%
$130.68 - $186.97 $103K - $148K
7.6K $1.39B
GOOGL
Alphabet Inc.

Communication Services
-525
- 7.6%
$174.36 - $254.72 $91.5K - $134K
6.38K $1.55B
Nextracker Inc
-834
- 2.94%
N/A
27.5K $2.04B
OEF
Ishares S&P 100 ETF

ETFs
-534
- 2.08%
N/A
25.1K $8.37B
AAPL
Apple Inc.

Technology
-549
- 2.49%
$202.38 - $256.87 $111K - $141K
21.5K $5.48B
Activity Summary
Buys All Purchases 110 New Holdings 26 Increased Positions 84 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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