13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001857666
Total reported value
$7.1B
$7.1B
271 檔
36.4%
According to the latest 13F quarterly dataset, Capital Group Private Client Services, Inc. managed an equity portfolio of $7.1B at the end of Q4 2024, spanning 271 distinct U.S. exchange-listed positions.
During Q4 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 271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGGR | Cap Group Growth Equity | ETF-Other | 6.87% | +0.32% | +3.69% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.23% | -0.22% | -2.61% | |
| 3 | CGGO | Cap Group Global Growth | ETF-Other | 4.30% | +1.48% | +6.31% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.76% | -0.27% | -1.39% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.57% | +0.03% | +2.18% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.71% | -0.04% | +2.27% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 2.39% | +0.45% | +7.87% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.26% | +0.02% | -0.75% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.87% | -0.03% | -11.21% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | -0.07% | +22.89% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.74% | +0.03% | +21865.42% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | -0.10% | -4.61% | |
| 13 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.55% | -0.10% | +1.03% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.50% | +0.05% | +0.88% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.34% | -0.22% | -0.38% | |
| 16 | CGUS | Cap Group Core Equity | ETF-Other | 1.27% | -0.01% | +5.42% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.21% | +0.03% | -0.74% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.21% | -0.14% | -15.82% | |
| 19 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.20% | -0.05% | -3.05% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 1.16% | -0.10% | -2.15% | |
| 21 | CEG | Constellation Energy | Stock-Utilities | 1.12% | -0.13% | +6.08% | |
| 22 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.03% | -0.04% | +6.32% | |
| 23 | KLAC | Kla CORP | Stock-Tech | 1.01% | +0.29% | -4.33% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 1.00% | -0.16% | -3.45% | |
| 25 | LIN | Linde plc | Stock-Materials | 0.96% | -0.11% | -6.81% | |
| 26 | GEV | GE Vernova Inc | Stock-Industrials | 0.95% | -0.08% | +16.30% | |
| 27 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.88% | -0.24% | -2.36% | |
| 28 | FDX | Fedex CORP | Stock-Industrials | 0.84% | — | -2.45% | |
| 29 | GE | General Electric | Stock-Industrials | 0.77% | -0.01% | -1.82% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 0.76% | -0.04% | -3.77% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.76% | — | -0.80% | |
| 32 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.76% | -0.31% | +62.13% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | -0.03% | -2.99% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.75% | -0.07% | -1.10% | |
| 35 | WCN | Waste Connections Inc | Stock-Industrials | 0.74% | -0.02% | -2.35% | |
| 36 | CGXU | Cap Group Intl Focus | ETF-Other | 0.74% | +0.04% | +4.06% | |
| 37 | TDG | Transdigm Group Inc | Stock-Industrials | 0.72% | -0.04% | -2.70% | |
| 38 | AME | Ametek Inc | Stock-Industrials | 0.71% | -0.02% | -2.98% | |
| 39 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.71% | -0.08% | -1.52% | |
| 40 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.68% | — | -3.84% | |
| 41 | AON | Aon plc | Stock-Financials | 0.64% | -0.06% | -4.07% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.04% | -2.19% | |
| 43 | TRP | Tc Energy CORP | Stock-Energy | 0.61% | -0.06% | -4.82% | |
| 44 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.60% | — | -17.64% | |
| 45 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.58% | — | -0.78% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.58% | -0.09% | -4.29% | |
| 47 | CARR | Carrier Global CORP | Stock-Industrials | 0.57% | — | -3.34% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.03% | -2.62% | |
| 49 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.55% | — | -8.53% | |
| 50 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.55% | -0.03% | -1.98% |
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 271 disclosed positions in Q4 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, AVGO, CGGO) accounted for 36.4% of total reported equity market value during Q4 2024.
During Q4 2024, Capital Group Private Client Services, Inc.'s top holdings by market value included CGGR (6.9%)、AVGO (5.2%)、CGGO (4.3%). The largest single position, CGGR, represented 6.9% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.