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John Taylor-Jones

@Private Client Services, Llc

Latest period2024 - Q4ReportedManaged Assets$186.06MTotal holdings186
Assets growth rate0.06%Assets growth rate (2-Q avg)8.43%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Client Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 186 positions.

Assets under management

The assets under management (AUM) of Private Client Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 186.06M in assets, with a quarterly growth rate of 0.06% and a 2-quarter average growth rate of 8.43%. The portfolio is managed by John Taylor-Jones, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JLSNuveen Mortgage And Income F
Recent Activity
Increased 1.91%
1.33%
$2.464M
136,872 shares@ $18.0 avg price
MTBASimplify Exchange Traded Fun
Recent Activity
Increased 4.06%
1.32%
$2.454M
49,393 shares@ $49.69 avg price
QUALIshares Tr
Recent Activity
Increased 22.45%
1.31%
$2.43M
13,643 shares@ $178.08 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 9.16%
1.26%
$2.331M
40,513 shares@ $57.53 avg price
NVDANvidia Corporation
Recent Activity
Increased 3.42%
1.11%
$2.057M
15,320 shares@ $134.29 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.42%
1.09%
$2.015M
9,186 shares@ $219.4 avg price
GOOGAlphabet Inc
Recent Activity
Increased 15.26%
1.04%
$1.923M
10,099 shares@ $190.45 avg price
EMEEmcor Group Inc
Recent Activity
Increased 35.77%
0.8%
$1.477M
3,253 shares@ $453.94 avg price
EVREvercore Inc
Recent Activity
Increased 32.65%
0.79%
$1.453M
5,241 shares@ $277.2 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.63%
0.74%
$1.368M
5,708 shares@ $239.71 avg price