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Portfolio (Quarterly) Guide ↗

PRIVATE CLIENT SERVICES, LLC

· CIK 0001457005
13F Portfolio $381M AUM 229 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 82 Added 84 Reduced 16 Exited
Page 6 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,460.0 $697K 0.18% +100.0 +7.3% $477.57 -10.6%
102 TYA SIMPLIFY EXCHANGE TRADED FUN 54,090.0 $691K 0.18% -30K -35.5% $12.77 -3.1%
103 GEV GE VERNOVA INC Utilities 584.0 $686K 0.18% +202.0 +52.9% $1175.20 -20.2%
104 CVSA COVISTA INC Consumer Cyclical 5,505.0 $686K 0.18% -447.0 -7.5% $124.66 +13.4%
105 VUG VANGUARD INDEX FDS 7,897.0 $680K 0.18% +7K +476.4% $86.15 +3.2%
106 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 722.0 $676K 0.18% -6.0 -0.8% $935.93 +0.9%
107 EQL ALPS ETF TR 13,391.0 $676K 0.18% +3K +23.8% $50.45 +3.5%
108 SHY ISHARES TR 8,198.0 $673K 0.18% -1K -13.3% $82.11 -0.1%
109 J P MORGAN EXCHANGE TRADED F 13,290.0 $672K 0.18% +2K +15.1% $50.57
110 VYM VANGUARD WHITEHALL FDS 4,222.0 $667K 0.17% +98.0 +2.4% $158.02 +4.2%
111 FLOT ISHARES TR 12,832.0 $655K 0.17% +1K +10.7% $51.05 +0.0%
112 VOE VANGUARD INDEX FDS 3,271.0 $646K 0.17% -74.0 -2.2% $197.59 +5.7%
113 FIRST TR EXCHANGE TRADED FD 26,704.0 $637K 0.17% +5K +24.7% $23.85
114 TDIV FIRST TR EXCHANGE TRADED FD 5,534.0 $636K 0.17% -139.0 -2.5% $114.88 +1.5%
115 PM PHILIP MORRIS INTL INC Consumer Defensive 3,483.0 $630K 0.17% +196.0 +6.0% $180.91 +5.7%
116 SEZL SEZZLE INC Financial Services 3,638.0 $624K 0.16% -7K -64.5% $171.63 -24.8%
117 MGK VANGUARD WORLD FD 7,030.0 $618K 0.16% +6K +400.0% $87.91 +3.0%
118 AMD ADVANCED MICRO DEVICES INC Technology 1,061.0 $616K 0.16% -26.0 -2.4% $580.91 -18.3%
119 XOM EXXON MOBIL CORP Energy 4,356.0 $596K 0.16% -232.0 -5.1% $136.72 +14.2%
120 JNJ JOHNSON & JOHNSON Healthcare 2,290.0 $582K 0.15% +332.0 +17.0% $253.98 +4.5%
Page 6 of 12  ·  229 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.6%
Technology 31.1%
Consumer Cyclical 7.8%
Industrials 6.9%
Healthcare 6.1%
Communication Services 4.7%
Consumer Defensive 3.7%
Utilities 1.8%
Energy 1.5%
Basic Materials 0.6%