Private Client Services, LLC - Q12026 Holdings

Private Client Services, LLC holds 208 stocks with a total portfolio value of $ 334.48M as of Q12026. In Q12026, Private Client Services, LLC added 38 new positions, increased stakes in 109 stocks, reduced 49 holdings, and fully exited 23 positions. The largest holding is Ishares Tr (IVV), representing 10.66% of the total portfolio.