Global Financial Private Client, LLC Portfolio Holdings

Global Financial Private Client, LLC

  • $281 Billion
  • Q3 2025

Global Financial Private Client, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $281 Billion distributed in 341 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $14.8B, Apple Inc. with a value of $13B, Vanguard Index Fds S&P 500 ETF with a value of $9.64B, Microsoft Corp with a value of $8.28B, and Schwab Strategic Tr Us Dividen with a value of $5.45B.

Examining the 13F form we can see an increase of $14B in the current position value, from $267B to 281B.

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 $281 Billion
ETFs: $137 Billion
Technology: $46.2 Billion
Financial Services: $23.5 Billion
Industrials: $12.3 Billion
Consumer Cyclical: $9.66 Billion
Consumer Defensive: $9.11 Billion
Healthcare: $8.94 Billion
Communication Services: $8.77 Billion
Other: $12.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.8 Billion 5.27% of portfolio
22,202
Q3 2025 Added 13.89%
$4.35T
$13 Billion 4.63% of portfolio
51,000
Q3 2025 Reduced 22.47%
$0
$9.64 Billion 3.43% of portfolio
15,743
Q3 2025 Added 5.47%
$3.86T
$8.28 Billion 2.95% of portfolio
15,983
Q3 2025 Added 2.71%
$0
$5.45 Billion 1.94% of portfolio
199,498
Q3 2025 Reduced 31.29%
$0
$4.88 Billion 1.74% of portfolio
22,621
Q3 2025 Reduced 2.04%
$505B
$4.73 Billion 1.69% of portfolio
25,358
Q3 2025 Added 5.04%
$0
$4.59 Billion 1.64% of portfolio
9,574
Q3 2025 Added 2.07%
$913B
$4.13 Billion 1.47% of portfolio
13,079
Q3 2025 Reduced 0.78%
$309B
$3.77 Billion 1.34% of portfolio
24,297
Q3 2025 Added 0.1%
$0
$3.7 Billion 1.32% of portfolio
62,051
Q3 2025 Added 12.18%
$0
$3.31 Billion 1.18% of portfolio
17,462
Q3 2025 Reduced 3.34%
$0
$3.29 Billion 1.17% of portfolio
4,916
Q3 2025 Reduced 5.97%
$1.46T
$3.28 Billion 1.17% of portfolio
4,469
Q3 2025 Added 4.44%
$0
$3.21 Billion 1.14% of portfolio
32,798
Q3 2025 Reduced 3.44%
$0
$2.97 Billion 1.06% of portfolio
53,641
Q3 2025 Reduced 0.07%
$300B
$2.96 Billion 1.05% of portfolio
43,211
Q3 2025 Reduced 1.58%
$2.49T
$2.9 Billion 1.03% of portfolio
13,213
Q3 2025 Added 17.45%
$87.2B
$2.86 Billion 1.02% of portfolio
26,279
Q3 2025 Reduced 1.59%
$218B
$2.87 Billion 1.02% of portfolio
34,150
Q3 2025 Added 0.44%
Ge Vernova Inc
-
$2.77 Billion 0.99% of portfolio
-
Q3 2025 Reduced 0.4%
$1.56T
$2.74 Billion 0.98% of portfolio
9,827
Q3 2025 Reduced 1.34%
$0
$2.59 Billion 0.92% of portfolio
60,423
Q3 2025 Added 12.57%
$11.4B
$2.53 Billion 0.9% of portfolio
27,730
Q3 2025 Added 0.15%
$0
$2.45 Billion 0.87% of portfolio
105,453
Q2 2025 Reduced 0.45%
$0
$2.4 Billion 0.85% of portfolio
51,200
Q3 2025 Added 5.94%
$477B
$2.29 Billion 0.82% of portfolio
20,324
Q3 2025 Reduced 1.64%
$275B
$2.3 Billion 0.82% of portfolio
22,327
Q3 2025 Reduced 1.33%
$708B
$2.19 Billion 0.78% of portfolio
7,798
Q3 2025 Added 0.94%
$356B
$2.16 Billion 0.77% of portfolio
14,045
Q3 2025 Added 0.17%
$0
$2.14 Billion 0.76% of portfolio
10,219
Q3 2025 Added 9.56%
$429B
$2.04 Billion 0.73% of portfolio
39,639
Q3 2025 Reduced 2.91%
$0
$2.05 Billion 0.73% of portfolio
10,464
Q3 2025 Reduced 5.69%
$42.4B
$2.02 Billion 0.72% of portfolio
17,450
Q3 2025 Reduced 1.61%
$0
$1.99 Billion 0.71% of portfolio
3,307
Q3 2025 Added 12.75%
$1.68T
$1.95 Billion 0.7% of portfolio
8,039
Q3 2025 Added 4.84%
$0
$1.96 Billion 0.7% of portfolio
32,696
Q3 2025 Added 4.31%
$0
$1.94 Billion 0.69% of portfolio
9,976
Q3 2025 Reduced 6.73%
$19.5B
$1.95 Billion 0.69% of portfolio
20,905
Q3 2025 Reduced 1.41%
$0
$1.93 Billion 0.69% of portfolio
7,794
Q3 2025 Added 39.6%
$389B
$1.93 Billion 0.69% of portfolio
4,764
Q3 2025 Reduced 0.96%
$7.8B
$1.92 Billion 0.68% of portfolio
33,890
Q3 2025 Reduced 2.07%
$0
$1.88 Billion 0.67% of portfolio
34,760
Q3 2025 Added 3.74%
$220B
$1.81 Billion 0.65% of portfolio
5,959
Q3 2025 Reduced 6.55%
$0
$1.79 Billion 0.64% of portfolio
21,337
Q3 2025 Reduced 6.4%
$0
$1.64 Billion 0.58% of portfolio
33,177
Q3 2025 Added 1.16%
$0
$1.6 Billion 0.57% of portfolio
13,509
Q3 2025 Added 4.98%
$0
$1.6 Billion 0.57% of portfolio
29,680
Q3 2025 Reduced 0.17%
$262B
$1.52 Billion 0.54% of portfolio
9,110
Q3 2025 Added 2.76%

Summary

  • Portfolio
  • No. of Stocks 341
  • Current Value $281 Billion
  • Prior Value $267 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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