PRIVATE CLIENT SERVICES, LLC
Top Portfolio Positions
83 positions ·
$87,388,823 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
13,680 | $8,896,651 | 10.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,499 | $7,214,172 | 8.26% | |
| AAPL |
Apple Inc.
Technology
|
20,678 | $5,247,869 | 6.01% | |
| NVDA |
Nvidia Corp
Technology
|
21,311 | $3,716,638 | 4.25% | |
| MSFT |
Microsoft Corp
Technology
|
8,359 | $3,094,251 | 3.54% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,113 | $2,974,840 | 3.40% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
2,122 | $2,926,216 | 3.35% | |
| NXT |
Nextpower Inc.
Technology
|
23,397 | $2,820,508 | 3.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,069 | $2,513,610 | 2.88% | |
| EXEL |
Exelixis, Inc.
Healthcare
|
47,906 | $2,054,688 | 2.35% |
Portfolio Trend
10 quarters · across all stocks
Holdings in REAX
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,070 | 22,828 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $122,910 | 33,674 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $136,577 | 32,674 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $88,134 | 19,542 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $86,039 | 21,192 | Shares | Sole | 2025-04-08 | |
| No 13F history on record for this holder in this stock. | ||||||