Global Financial Private Client, LLC Portfolio Holdings

Global Financial Private Client, LLC

  • $267 Billion
  • Q2 2025

Global Financial Private Client, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $267 Billion distributed in 320 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.5B, Spdr S&P 500 ETF Trust with a value of $12B, Berkshire Hathaway Inc with a value of $10.9B, Vanguard Index Fds S&P 500 ETF with a value of $8.48B, and Microsoft Corp with a value of $7.74B.

Examining the 13F form we can see an increase of $4.9B in the current position value, from $262B to 267B.

Global Financial Private Client, LLC is based out at Sarasota, FL

Below you can find more details about Global Financial Private Client, LLC portfolio as well as his latest detailed transactions.

Portfolio value $267 Billion
ETFs: $127 Billion
Technology: $43.7 Billion
Financial Services: $32.6 Billion
Industrials: $9.36 Billion
Consumer Cyclical: $8.51 Billion
Consumer Defensive: $8.45 Billion
Communication Services: $7.61 Billion
Healthcare: $7.44 Billion
Other: $11.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$13.5 Billion 5.06% of portfolio
65,783
Q2 2025 Reduced 0.19%
$0
$12 Billion 4.52% of portfolio
19,495
Q2 2025 Added 0.87%
$427B
$10.9 Billion 4.1% of portfolio
15
Q4 2019 New
$0
$8.48 Billion 3.18% of portfolio
14,926
Q2 2025 Reduced 0.74%
$3.75T
$7.74 Billion 2.9% of portfolio
15,561
Q2 2025 Reduced 0.01%
$0
$7.69 Billion 2.89% of portfolio
290,349
Q2 2025 Added 0.2%
$0
$4.73 Billion 1.77% of portfolio
23,092
Q2 2025 Added 1.11%
$0
$4.11 Billion 1.54% of portfolio
9,380
Q2 2025 Added 0.01%
$847B
$3.82 Billion 1.43% of portfolio
13,182
Q2 2025 Added 19.0%
$409B
$3.81 Billion 1.43% of portfolio
24,142
Q2 2025 Added 12.37%
$297B
$3.48 Billion 1.3% of portfolio
24,272
Q2 2025 Added 13.19%
$0
$3.28 Billion 1.23% of portfolio
18,066
Q2 2025 Added 8.04%
$0
$3.25 Billion 1.22% of portfolio
5,228
Q2 2025 Added 3.9%
$1.62T
$3.16 Billion 1.18% of portfolio
4,279
Q2 2025 Added 2.0%
$254B
$3.11 Billion 1.17% of portfolio
10,548
Q2 2025 Added 0.39%
$0
$3.04 Billion 1.14% of portfolio
55,312
Q2 2025 Added 8.29%
$0
$2.96 Billion 1.11% of portfolio
33,967
Q2 2025 Added 0.48%
$0
$2.81 Billion 1.05% of portfolio
53,677
Q2 2025 Added 0.1%
$212B
$2.69 Billion 1.01% of portfolio
34,002
Q2 2025 Added 11.51%
$2.3T
$2.47 Billion 0.93% of portfolio
11,250
Q2 2025 Added 22.52%
$77B
$2.43 Billion 0.91% of portfolio
26,704
Q2 2025 Added 11.55%
Ge Vernova Inc
-
$2.39 Billion 0.9% of portfolio
-
Q2 2025 Added 0.76%
$0
$2.33 Billion 0.87% of portfolio
105,453
Q2 2025 Reduced 0.45%
$1.19T
$2.26 Billion 0.85% of portfolio
9,960
Q2 2025 Added 1.03%
$364B
$2.23 Billion 0.84% of portfolio
14,021
Q2 2025 Added 1.5%
$475B
$2.23 Billion 0.84% of portfolio
20,662
Q2 2025 Added 0.29%
$260B
$2.21 Billion 0.83% of portfolio
22,629
Q2 2025 Added 15.9%
$0
$2.17 Billion 0.81% of portfolio
53,674
Q2 2025 Reduced 28.55%
$0
$2.07 Billion 0.77% of portfolio
48,329
Q2 2025 Reduced 10.02%
$0
$1.96 Billion 0.73% of portfolio
10,696
Q2 2025 Added 0.56%
$378B
$1.93 Billion 0.72% of portfolio
40,827
Q2 2025 Added 0.09%
$0
$1.92 Billion 0.72% of portfolio
11,095
Q2 2025 Reduced 0.26%
$40.4B
$1.89 Billion 0.71% of portfolio
17,735
Q2 2025 Added 9.98%
$0
$1.89 Billion 0.71% of portfolio
22,796
Q2 2025 Added 3.44%
$222B
$1.86 Billion 0.7% of portfolio
6,377
Q2 2025 Added 0.69%
$8.52B
$1.8 Billion 0.67% of portfolio
34,606
Q2 2025 Added 1.65%
$0
$1.79 Billion 0.67% of portfolio
31,346
Q2 2025 Reduced 0.27%
$0
$1.76 Billion 0.66% of portfolio
9,327
Q2 2025 Added 0.55%
$379B
$1.76 Billion 0.66% of portfolio
4,810
Q2 2025 Added 0.21%
$16.8B
$1.76 Billion 0.66% of portfolio
21,204
Q2 2025 Added 3.59%
$618B
$1.69 Billion 0.63% of portfolio
7,725
Q2 2025 Added 2.81%
$64.9B
$1.66 Billion 0.62% of portfolio
15,720
Q2 2025 Added 2.69%
$0
$1.66 Billion 0.62% of portfolio
33,506
Q2 2025 Reduced 2.99%
$0
$1.62 Billion 0.61% of portfolio
2,933
Q2 2025 Reduced 2.53%
$0
$1.62 Billion 0.61% of portfolio
32,795
Q2 2025 Reduced 0.23%
$0
$1.56 Billion 0.58% of portfolio
29,731
Q2 2025 Added 34.41%
$126B
$1.44 Billion 0.54% of portfolio
4,660
Q2 2025 Added 1.84%
$51.7B
$1.38 Billion 0.52% of portfolio
19,285
Q2 2025 Added 13.52%
$0
$1.4 Billion 0.52% of portfolio
25,357
Q2 2025 Added 7.86%

Summary

  • Portfolio
  • No. of Stocks 320
  • Current Value $267 Billion
  • Prior Value $262 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 145 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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