Private Client Services, LLC - Q22026 Holdings

Private Client Services, LLC holds 229 stocks with a total portfolio value of $ 381.4M as of Q22026. In Q22026, Private Client Services, LLC added 37 new positions, increased stakes in 91 stocks, reduced 89 holdings, and fully exited 16 positions. The largest holding is Ishares Tr (IVV), representing 10.71% of the total portfolio.