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CIK: 0001857666
Total reported value
$7.1B
$7.1B
265 檔
32.7%
In Q3 2024, Capital Group Private Client Services, Inc.'s U.S. equity holdings reached a combined market value of $7.1B, distributed across 265 disclosed stock positions.
During Q3 2024, Capital Group Private Client Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 265 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGGR | Cap Group Growth Equity | ETF-Other | 6.42% | +0.32% | +13.29% | |
| 2 | CGGO | Cap Group Global Growth | ETF-Other | 4.33% | +1.48% | +9.57% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.13% | -0.22% | +773.47% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | -0.27% | -2.63% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.18% | +0.03% | -1.98% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.56% | -0.04% | -2.20% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 2.37% | +0.45% | +4.03% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | +0.02% | -1.74% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.89% | -0.03% | -2.51% | |
| 10 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.67% | -0.10% | -2.44% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.50% | -0.14% | -2.23% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | -0.10% | -3.42% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.46% | +0.03% | +6.72% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.22% | -1.97% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.36% | +0.05% | -4.42% | |
| 16 | KLAC | Kla CORP | Stock-Tech | 1.34% | +0.29% | -6.30% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | -0.07% | -1.96% | |
| 18 | CEG | Constellation Energy | Stock-Utilities | 1.27% | -0.13% | +17.59% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.24% | -0.10% | -1.35% | |
| 20 | CGUS | Cap Group Core Equity | ETF-Other | 1.23% | -0.01% | +3.86% | |
| 21 | LIN | Linde plc | Stock-Materials | 1.22% | -0.11% | -2.61% | |
| 22 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.20% | -0.05% | -3.76% | |
| 23 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.11% | — | +10.64% | |
| 24 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.05% | -0.24% | -2.99% | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 0.99% | -0.04% | -2.39% | |
| 26 | GE | General Electric | Stock-Industrials | 0.91% | -0.01% | -2.75% | |
| 27 | NOW | Servicenow Inc | Stock-Tech | 0.90% | -0.16% | -8.55% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | -0.03% | -4.28% | |
| 29 | FDX | Fedex CORP | Stock-Industrials | 0.86% | — | -2.27% | |
| 30 | TDG | Transdigm Group Inc | Stock-Industrials | 0.86% | -0.04% | -2.79% | |
| 31 | WCN | Waste Connections Inc | Stock-Industrials | 0.82% | -0.02% | -2.76% | |
| 32 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.81% | -0.08% | +13.97% | |
| 33 | CGXU | Cap Group Intl Focus | ETF-Other | 0.81% | +0.04% | +4.33% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.80% | — | +19.77% | |
| 35 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.77% | -0.04% | -3.54% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.04% | -3.15% | |
| 37 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.75% | — | -5.83% | |
| 38 | CARR | Carrier Global CORP | Stock-Industrials | 0.72% | — | +3.89% | |
| 39 | AME | Ametek Inc | Stock-Industrials | 0.72% | -0.02% | -3.49% | |
| 40 | TRP | Tc Energy CORP | Stock-Energy | 0.68% | -0.06% | -3.66% | |
| 41 | AON | Aon plc | Stock-Financials | 0.66% | -0.06% | -16.26% | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.66% | -0.08% | +580.74% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.65% | -0.09% | -2.62% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.64% | -0.07% | -3.44% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.63% | — | -1.83% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.62% | -0.06% | -1.89% | |
| 47 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.57% | -0.03% | -3.46% | |
| 48 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.56% | -0.09% | -2.51% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.03% | -3.47% | |
| 50 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.55% | -0.03% | -3.01% |
According to official SEC Form 13F filings, Capital Group Private Client Services, Inc. reported a total U.S. public equity portfolio value of $7.1B across 265 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGGR, CGGO, AVGO) accounted for 32.7% of total reported equity market value during Q3 2024.
During Q3 2024, Capital Group Private Client Services, Inc.'s top holdings by market value included CGGR (6.4%)、CGGO (4.3%)、AVGO (4.1%). The largest single position, CGGR, represented 6.4% of total portfolio value.
In Q3 2024, Capital Group Private Client Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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