Private Client Services, LLC - Q32026 Holdings

Private Client Services, LLC holds 232 stocks with a total portfolio value of $ 372.24M as of Q32026. In Q32026, Private Client Services, LLC added 41 new positions, increased stakes in 111 stocks, reduced 69 holdings, and fully exited 38 positions. The largest holding is Ishares Tr (IVV), representing 9.42% of the total portfolio.