| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q2 2024 | 6.1% |
| ISHARES TR | 3 | Q2 2024 | 4.0% |
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 4.4% |
| SPDR SER TR | 3 | Q2 2024 | 5.4% |
| APPLE INC | 3 | Q2 2024 | 2.9% |
| INVESCO EXCHANGE TRADED FD T | 3 | Q2 2024 | 3.0% |
| ISHARES TR | 3 | Q2 2024 | 2.6% |
| PACER FDS TR | 3 | Q2 2024 | 3.4% |
| MICROSOFT CORP | 3 | Q2 2024 | 2.3% |
| J P MORGAN EXCHANGE TRADED F | 3 | Q2 2024 | 2.3% |
View PRIVATE CLIENT SERVICES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-05-10 |
| X-17A-5 | 2024-02-28 |
| 13F-HR | 2024-01-30 |
| X-17A-5 | 2023-02-27 |
| X-17A-5 | 2022-02-28 |
| X-17A-5 | 2021-03-01 |
| X-17A-5 | 2020-02-28 |
| X-17A-5 | 2019-02-27 |
| X-17A-5 | 2018-02-28 |
View PRIVATE CLIENT SERVICES, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.