Private Client Services, LLC - Q42025 Holdings

Private Client Services, LLC holds 193 stocks with a total portfolio value of $ 319.98M as of Q42025. In Q42025, Private Client Services, LLC added 18 new positions, increased stakes in 85 stocks, reduced 73 holdings, and fully exited 21 positions. The largest holding is Ishares Tr (IVV), representing 11.33% of the total portfolio.