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Private Client Services

Latest statistics and disclosures from Private Client Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, SPY, VWO, OEF, and represent 25.19% of Private Client Services's stock portfolio.
Added to shares of these 10 stocks: IVV (+$7.0M), IEFA (+$5.5M), COWG, TUA, HTRB, BND, AGG, IBHF, PJUL, VWO.
Started 26 new stock positions in DOGG, AFLG, USTB, RFIX, EJUL, PIZ, AZZ, IPKW, SHYG, GRNY.
Reduced shares in these 10 stocks: RSP (-$5.7M), UDEC, BSJP, COWZ, BSCP, BIL, EA, FPE, BRK.B, IUSB.
Sold out of its positions in ADBE, AMP, EA, EME, FTCS, LGOV, GOCT, PAVE, LOPE, EAPR.
Private Client Services was a net buyer of stock by $28M.
Private Client Services has $299M in assets under management (AUM), dropping by 16.40%.
Central Index Key (CIK): 0001457005

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Positions held by Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Private Client Services

Private Client Services holds 196 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.4	$31M	+29%	46k	669.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.4	$16M	+51%	184k	87.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.7	$11M	+33%	17k	666.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$8.7M	+46%	161k	54.18	View chart
Ishares Tr S&p 100 Etf (OEF)	2.8	$8.4M	-2%	25k	332.83	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	2.4	$7.1M	+94%	208k	34.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.3	$6.9M	+81%	69k	100.25	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.3	$6.9M	+43%	23k	293.74	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.3	$6.8M	+99%	92k	74.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$6.8M	+5%	11k	600.34	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	2.0	$6.1M	+102%	261k	23.39	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	1.9	$5.6M	+63%	181k	30.88	View chart
Apple (AAPL)	1.8	$5.5M	-2%	22k	254.62	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	1.8	$5.3M	+705%	145k	36.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$4.6M	+48%	18k	254.28	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	1.4	$4.3M	+1305%	198k	21.87	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.4	$4.1M	+5%	46k	89.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.3	$4.0M	+12%	79k	50.63	View chart
NVIDIA Corporation (NVDA)	1.3	$3.8M		20k	186.58	View chart
Microsoft Corporation (MSFT)	1.3	$3.8M	-7%	7.3k	517.93	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.2	$3.5M	-37%	38k	91.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$3.4M	+33%	59k	57.10	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	1.1	$3.3M		90k	36.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.1	$3.2M	-64%	17k	189.70	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.0	$3.0M	+74%	110k	26.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	1.0	$2.9M	NEW	64k	45.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$2.8M	-2%	4.6k	612.40	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.9	$2.8M	+11%	47k	59.20	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$2.7M	-46%	47k	57.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$2.7M		14k	194.50	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.9	$2.6M	+70%	45k	58.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$2.6M	+3%	11k	243.54	View chart
Amazon (AMZN)	0.9	$2.6M	-7%	12k	219.57	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.6M	-2%	8.1k	315.43	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.8	$2.4M		112k	21.57	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.8	$2.4M	+2%	48k	50.35	View chart
Comfort Systems USA (FIX)	0.8	$2.3M	+624%	2.7k	825.25	View chart
Royal Gold (RGLD)	0.7	$2.1M	+7%	11k	200.58	View chart
Nextracker Class A Com (NXT)	0.7	$2.0M	-2%	28k	73.99	View chart
Evercore Class A (EVR)	0.6	$1.9M	NEW	5.7k	337.32	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.6	$1.8M	+28%	33k	56.92	View chart
Pegasystems (PEGA)	0.6	$1.8M	+3%	32k	57.50	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.8M	+62%	17k	106.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.6M	-10%	4.5k	355.43	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.5	$1.6M	-48%	88k	18.24	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.6M	+77%	32k	50.07	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.5	$1.6M	+86%	16k	97.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.6M	-7%	6.4k	243.09	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.5	$1.5M	-12%	15k	104.51	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.5M		2.00	754200.00	View chart
Broadcom (AVGO)	0.5	$1.5M	-18%	4.5k	329.92	View chart
Maplebear (CART)	0.5	$1.5M		41k	36.76	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.5	$1.5M	-15%	27k	55.33	View chart
Palantir Technologies Cl A (PLTR)	0.5	$1.4M	-9%	7.6k	182.42	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$1.3M		14k	93.37	View chart
Meta Platforms Cl A (META)	0.4	$1.2M	+14%	1.7k	734.17	View chart
Belden (BDC)	0.4	$1.1M	-9%	9.1k	120.27	View chart
Global Payments (GPN)	0.4	$1.1M	-2%	13k	83.08	View chart
Acuity Brands (AYI)	0.4	$1.1M		3.1k	344.39	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.4	$1.0M	NEW	77k	13.61	View chart
New York Times Cl A (NYT)	0.3	$1.0M		18k	57.40	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.3	$980k	+33%	33k	29.62	View chart
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)	0.3	$978k	NEW	23k	42.71	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$971k	+11%	31k	31.62	View chart
AZZ Incorporated (AZZ)	0.3	$926k	NEW	8.5k	109.13	View chart
Wal-Mart Stores (WMT)	0.3	$918k	-7%	8.9k	103.06	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.3	$904k	-11%	3.0k	297.16	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$897k	-17%	3.2k	281.84	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$896k	+8%	4.6k	195.87	View chart
Exxon Mobil Corporation (XOM)	0.3	$884k	-36%	7.8k	112.76	View chart
Hldgs (UAL)	0.3	$818k	NEW	8.5k	96.50	View chart
Oracle Corporation (ORCL)	0.3	$783k	+15%	2.8k	281.29	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.3	$761k	+74%	36k	21.31	View chart
Adtalem Global Ed (ATGE)	0.3	$753k	+16%	4.9k	154.45	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$741k	-19%	4.0k	186.49	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$733k	+24%	10k	72.77	View chart
Visa Com Cl A (V)	0.2	$732k		2.1k	341.38	View chart
Costco Wholesale Corporation (COST)	0.2	$704k	-25%	761.00	925.65	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$689k	+19%	2.8k	247.15	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$686k	+3%	8.6k	79.93	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.2	$685k	NEW	27k	24.99	View chart
G-III Apparel (GIII)	0.2	$682k	+14%	26k	26.61	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$650k	NEW	20k	32.69	View chart
Tesla Motors (TSLA)	0.2	$642k	+3%	1.4k	444.72	View chart
Eli Lilly & Co. (LLY)	0.2	$641k	-32%	840.00	762.93	View chart
Pacer Fds Tr Emrg Mkt Cash (ECOW)	0.2	$634k	+95%	26k	24.44	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$626k		838.00	746.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$615k	-63%	1.2k	502.74	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$615k	+41%	9.1k	67.26	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$611k	+48%	6.1k	100.69	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$592k		6.0k	98.59	View chart
Leidos Holdings (LDOS)	0.2	$582k	+6%	3.1k	188.95	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$578k		3.3k	174.56	View chart
Netflix (NFLX)	0.2	$577k		481.00	1198.92	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$566k	-3%	1.4k	402.42	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$559k	-12%	1.2k	479.76	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$557k	+17%	11k	51.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$555k	-7%	3.9k	140.96	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$554k	+6%	11k	50.23	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.2	$534k	NEW	19k	28.94	View chart
Intuit (INTU)	0.2	$529k		774.00	683.06	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$522k	-49%	10k	50.73	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$519k	-11%	2.5k	209.22	View chart
Mastercard Incorporated Cl A (MA)	0.2	$513k		901.00	568.82	View chart
Raytheon Technologies Corp (RTX)	0.2	$512k	+9%	3.1k	167.34	View chart
Stock Yards Ban (SYBT)	0.2	$510k		7.3k	69.99	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.2	$508k		32k	15.70	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$486k	+3%	9.5k	51.28	View chart
Home Depot (HD)	0.2	$483k	-5%	1.2k	405.16	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$475k	-12%	10k	46.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$472k		1.4k	328.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$449k		16k	27.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$440k	+4%	6.7k	65.26	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$435k	-29%	1.3k	326.42	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$428k	-27%	8.5k	50.27	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$420k	-23%	4.7k	89.34	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$417k	-31%	9.4k	44.42	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$411k	-65%	3.7k	110.50	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$410k	-2%	2.9k	139.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$407k	+21%	6.8k	59.92	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.1	$404k	-23%	11k	35.91	View chart
Chevron Corporation (CVX)	0.1	$396k	-14%	2.5k	155.26	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$383k	+28%	3.8k	100.69	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$381k	+3%	16k	23.71	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.1	$378k	+76%	15k	24.93	View chart
Altria (MO)	0.1	$376k	-33%	5.7k	66.06	View chart
Dominion Resources (D)	0.1	$373k	-2%	6.1k	61.17	View chart
At&t (T)	0.1	$357k	-17%	13k	28.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$354k		1.5k	242.00	View chart
McKesson Corporation (MCK)	0.1	$347k	-6%	450.00	772.06	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$346k	-2%	2.4k	145.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$344k	+4%	2.9k	118.84	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$341k	-73%	15k	23.47	View chart
Charles Schwab Corporation (SCHW)	0.1	$337k		3.5k	95.48	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$320k	-2%	4.2k	75.37	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$319k	-2%	19k	17.16	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$317k		6.4k	49.79	View chart
Johnson & Johnson (JNJ)	0.1	$317k	-5%	1.7k	185.37	View chart
Marvell Technology (MRVL)	0.1	$312k	-16%	3.7k	84.06	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$312k	NEW	1.3k	246.60	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$309k	-16%	3.9k	78.34	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$308k	-72%	2.8k	108.80	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$307k		6.9k	44.57	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$305k	-3%	3.7k	83.33	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$298k	NEW	2.1k	143.18	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$295k		6.1k	48.70	View chart
Cardinal Health (CAH)	0.1	$292k	+15%	1.9k	156.97	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$291k		14k	21.23	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$291k	NEW	5.7k	50.75	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$289k	NEW	11k	26.58	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.1	$287k	NEW	7.4k	38.81	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$286k	+12%	617.00	463.40	View chart
Blue Ridge Bank (BRBS)	0.1	$279k		66k	4.23	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$272k	+3%	5.7k	47.58	View chart
TJX Companies (TJX)	0.1	$271k		1.9k	144.52	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$269k		2.3k	118.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$268k	-20%	1.2k	215.87	View chart
Uber Technologies (UBER)	0.1	$267k	+10%	2.7k	97.97	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$267k	+21%	16k	17.01	View chart
Philip Morris International (PM)	0.1	$267k	-57%	1.6k	162.24	View chart
Lowe's Companies (LOW)	0.1	$266k	+13%	1.1k	251.33	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$265k	-16%	7.0k	37.70	View chart
Spotify Technology S A SHS (SPOT)	0.1	$262k	+12%	376.00	698.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$257k	-37%	920.00	279.21	View chart
Cisco Systems (CSCO)	0.1	$255k	-14%	3.7k	68.42	View chart
Procter & Gamble Company (PG)	0.1	$253k	-15%	1.6k	153.63	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$250k	-27%	4.2k	59.61	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.1	$248k	NEW	12k	19.98	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$247k	NEW	4.8k	50.99	View chart
Deere & Company (DE)	0.1	$245k	+11%	535.00	457.46	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$243k	+2%	6.2k	39.26	View chart
Capital One Financial (COF)	0.1	$241k		1.1k	212.52	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$240k	NEW	5.6k	43.30	View chart
AFLAC Incorporated (AFL)	0.1	$235k	-68%	2.1k	111.72	View chart
Marathon Petroleum Corp (MPC)	0.1	$235k	NEW	1.2k	192.74	View chart
Booking Holdings (BKNG)	0.1	$234k		43.00	5443.53	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$233k	-56%	2.8k	82.97	View chart
McDonald's Corporation (MCD)	0.1	$229k	-31%	755.00	303.78	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$229k	+12%	15k	15.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$225k	-26%	2.5k	91.40	View chart
Oklo Com Cl A (OKLO)	0.1	$221k	NEW	2.0k	111.63	View chart
Ge Vernova (GEV)	0.1	$220k	NEW	357.00	614.99	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$217k	-70%	2.0k	106.77	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.1	$216k	NEW	4.1k	52.69	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$214k		2.7k	78.37	View chart
International Business Machines (IBM)	0.1	$213k	-21%	756.00	282.13	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$213k	NEW	8.9k	23.92	View chart
Coca-Cola Company (KO)	0.1	$212k	-12%	3.2k	66.31	View chart
Boeing Company (BA)	0.1	$211k	-18%	976.00	215.72	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.1	$210k	NEW	4.4k	47.67	View chart
Kroger (KR)	0.1	$209k		3.1k	67.40	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$208k		11k	19.21	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$204k	NEW	2.9k	69.95	View chart
Abbvie (ABBV)	0.1	$203k	NEW	875.00	231.53	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$201k	NEW	685.00	293.87	View chart
The Real Brokerage Com New (REAX)	0.0	$137k	+67%	33k	4.18	View chart

Past Filings by Private Client Services

SEC 13F filings are viewable for Private Client Services going back to 2023

Private Client Services 2025 Q3 filed Oct. 14, 2025
Private Client Services 2025 Q2 filed July 1, 2025
Private Client Services 2025 Q1 filed April 8, 2025
Private Client Services 2024 Q4 filed Jan. 8, 2025
Private Client Services 2024 Q3 filed Oct. 3, 2024
Private Client Services 2024 Q2 filed July 29, 2024
Private Client Services 2024 Q1 filed May 10, 2024
Private Client Services 2023 Q4 filed Jan. 30, 2024

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