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Private Client Services, LLC

All holdings · as of Dec 31, 2025

193 positions

CompanyClassValueShares% of portfolio
Real Brokerage Inc$122.9K33,6740.0%
GLOBAL X FDS$191.7K12,5290.1%
The Boeing Company$202.9K9350.1%
INVESCO EXCH TRADED FD TR II$205.1K8,4880.1%
GLOBAL X FDS$206.1K5,0730.1%
FIRST TR EXCH TRADED FD III$207.1K2,9170.1%
First Trust Exchange-Traded AlphaDEX(R) Fund II$207.4K3,8590.1%
First Trust Exchange-Traded Fund IV$207.5K10,8120.1%
Merck & Co., Inc.$212.9K2,0220.1%
Marathon Petroleum Corp$214.3K1,3180.1%
JOHN HANCOCK EXCHANGE TRADED$218.3K2,7340.1%
COCA COLA CO$219.6K3,1420.1%
INTERNATIONAL BUSINESS MACHINES CORP$219.9K7420.1%
BLACKROCK ETF TRUST$220.1K5,7090.1%
MCDONALD'S CORP$221.3K7240.1%
SPOTIFY TECHNOLOGY S A$223.0K3840.1%
Intuitive Surgical Inc$223.1K3940.1%
INVESCO EXCH TRADED FD TR II$227.8K4,1000.1%
ADVANCED MICRO DEVICES INC$228.9K1,0690.1%
AFLAC INC$232.0K2,1040.1%
Booking Holdings Inc$232.4K430.1%
LOWES COMPANIES INC$233.8K9690.1%
GLOBAL X FDS$233.9K13,2360.1%
ISHARES TR$237.5K5,5400.1%
INVESCO EXCH TRADED FD TR II$242.5K4,9500.1%
GE Vernova Inc.$242.5K3710.1%
DEERE & CO$243.3K5230.1%
VICTORY PORTFOLIOS II$245.3K4,8240.1%
SCHWAB STRATEGIC TR$256.2K10,9630.1%
CAPITAL ONE FINANCIAL CORP$258.0K1,0650.1%
FIRST TR EXCHANGE-TRADED FD$258.1K12,4190.1%
SSGA ACTIVE TR$259.2K4,1590.1%
SELECT SECTOR SPDR TR$260.5K2,2130.1%
Robinhood Markets, Inc.$261.6K2,3130.1%
ISHARES TR$262.9K5,5080.1%
T ROWE PRICE ETF INC$270.4K7,0740.1%
CARDINAL HEALTH INC$271.5K1,3210.1%
CATERPILLAR INC$273.0K4770.1%
CISCO SYSTEMS, INC.$274.1K3,5580.1%
ISHARES TR$275.6K5,4500.1%
BLUE RIDGE BANKSHARES, INC.BRBSCommon Stock$281.6K65,9380.1%
FIRST TR EXCHANGE-TRADED FD$284.7K6,0520.1%
VANGUARD STAR FDS$286.5K3,7980.1%
TJX Cos Inc/The$286.6K1,8660.1%
CAPITAL GRP FIXED INCM ETF T$288.0K10,8580.1%
ISHARES TR$288.8K2,4030.1%
FIRST TR EXCHNG TRADED FD VI$289.0K7,3920.1%
AMPLIFY ETF TR$290.4K6,5270.1%
First Trust Exchange-Traded Fund IV$290.9K13,7200.1%
AT&T INC.$294.0K11,8370.1%
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