Global Financial Private Client, LLC Purchases in Q3 2024

Global Financial Private Client, LLC

  • $257 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.01K
+ 1.43%
$207.23 - $234.82 $210K - $238K
71.6K $16.7B
STT
State Street Corp

Financial Services
13.3K
+ 2210.5%
$73.37 - $89.31 $973K - $1.18M
13.9K $1.23B
BK
Bank Of New York Mellon Corp

Financial Services
14.6K
+ 174.49%
$59.54 - $72.17 $868K - $1.05M
22.9K $1.65B
SPY
Spdr S&P 500 ETF Trust

ETFs
421
+ 2.08%
$517.38 - $573.86 $218K - $242K
20.7K $11.9B
D
Dominion Energy, Inc

Utilities
12.4K
New
$48.01 - $58.53 $596K - $727K
12.4K $718M
IBM
International Business Machines Corp

Technology
1.65K
+ 24.0%
$175.1 - $223.38 $289K - $369K
8.53K $1.89B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.4K
+ 115.83%
$105.53 - $118.34 $570K - $639K
10.1K $1.18B
NXST
Nexstar Media Group, Inc.

Communication Services
4.04K
New
$154.25 - $184.79 $623K - $746K
4.04K $668M
ETR
Entergy Corp

Utilities
4.42K
+ 151.66%
$104.75 - $131.61 $463K - $582K
7.34K $966M
IJK
Ishares S&P Midcap 400 Growth

ETFs
6.22K
+ 151.79%
$84.81 - $93.54 $527K - $582K
10.3K $948M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.67K
+ 14.31%
$36.02 - $41.68 $240K - $278K
53.3K $2.2B
CGMS
Capital Grp Core Plus Income E
15.6K
New
N/A
15.6K $434M
ADP
Automatic Data Processing Inc

Industrials
1.17K
+ 41.36%
$233.44 - $279.45 $272K - $326K
3.99K $1.1B
NDAQ
Nasdaq, Inc.

Financial Services
4.84K
+ 86.92%
$59.48 - $74.31 $288K - $360K
10.4K $760M
IAU
Ishares Gold Trust

ETFs
8.08K
+ 865.1%
$44.06 - $50.5 $356K - $408K
9.01K $448M
Ge Vernova Inc Com
73
+ 1.66%
N/A
4.46K $1.14B
FDX
Fedex Corp

Industrials
1.36K
+ 452.33%
$254.64 - $313.52 $346K - $425K
1.66K $453M
HD
Home Depot, Inc.

Consumer Cyclical
132
+ 2.86%
$333.64 - $405.2 $44K - $53.5K
4.75K $1.92B
META
Meta Platforms, Inc.

Communication Services
159
+ 4.49%
$453.41 - $572.44 $72.1K - $91K
3.7K $2.12B
DIS
Walt Disney CO

Communication Services
3.87K
+ 28.67%
$85.6 - $98.61 $332K - $382K
17.4K $1.67B
IVV
Ishares Core S&P 500 ETF

ETFs
308
+ 6.0%
$520.18 - $576.82 $160K - $178K
5.45K $3.14B
MCD
Mcdonalds Corp

Consumer Cyclical
44
+ 0.7%
$245.82 - $304.51 $10.8K - $13.4K
6.32K $1.92B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.31K
+ 14.03%
$162.64 - $179.3 $213K - $234K
10.6K $1.9B
RTX
Raytheon Technologies Corp

Industrials
1.8K
+ 39.17%
$99.55 - $123.34 $179K - $222K
6.4K $776M
PAVE
Global X Fds Us Infrastructure

ETFs
7.5K
New
$36.39 - $41.16 $273K - $309K
7.5K $309M
XLV
Select Sector Spdr Fund Health

ETFs
1.68K
+ 31.05%
$143.3 - $157.24 $241K - $264K
7.09K $1.09B
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.75K
+ 4651.72%
$38.04 - $45.36 $257K - $306K
6.89K $308M
VTWO
Vanguard Russell 2000 ETF

ETFs
326
+ 0.9%
$81.17 - $90.77 $26.5K - $29.6K
36.6K $3.27B
NOC
Northrop Grumman Corp

Industrials
341
+ 29.78%
$423.73 - $533.14 $144K - $182K
1.49K $785M
LDOS
Leidos Holdings, Inc.

Technology
1.07K
+ 18.27%
$142.66 - $163.02 $153K - $175K
6.95K $1.13B
VCIT
Vanguard Intermediate Term Cor

ETFs
2.35K
+ 14.17%
$79.29 - $84.02 $186K - $197K
18.9K $1.58B
VEA
Vanguard Ftse Developed Market

ETFs
2.88K
+ 9.39%
$47.6 - $53.31 $137K - $153K
33.5K $1.77B
FTNT
Fortinet, Inc.

Technology
72
+ 0.5%
$55.39 - $77.55 $3.99K - $5.58K
14.3K $1.11B
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 0.04%
$162.83 - $179.16 $1.14K - $1.25K
16.5K $2.96B
CGSD
Capital Grp Core Plus Income E
8.22K
New
N/A
8.22K $213M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4.19K
+ 200.48%
$39.47 - $49.4 $166K - $207K
6.29K $299M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
254
+ 19.4%
$405.19 - $478.57 $103K - $122K
1.56K $719M
TLT
Ishares Barclays 20+ Year Trea

ETFs
982
+ 7.14%
$89.91 - $101.33 $88.3K - $99.5K
14.7K $1.45B
GLD
Spdr Gold Trust

ETFs
506
+ 23.85%
$215.56 - $246.98 $109K - $125K
2.63K $639M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.7K
+ 80.96%
$57.32 - $62.65 $155K - $169K
6.04K $376M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2
+ 0.03%
$97.96 - $124.99 $196 - $250
7.27K $906M
Amplify Cybersecurity ETF
2.48K
New
N/A
2.48K $169M
PHM
Pultegroup Inc

Consumer Cyclical
86
+ 1.86%
$103.95 - $144.98 $8.94K - $12.5K
4.71K $676M
CSCO
Cisco Systems, Inc.

Technology
140
+ 0.5%
$44.74 - $53.22 $6.26K - $7.45K
27.9K $1.48B
MLN
Vaneck Long Muni ETF

ETFs
8.05K
+ 22.61%
$17.77 - $18.32 $143K - $148K
43.7K $799M
WMT
Walmart Inc.

Consumer Defensive
812
+ 11.07%
$66.91 - $81.4 $54.3K - $66.1K
8.15K $658M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3.11K
New
$43.67 - $51.82 $136K - $161K
3.11K $161M
NVDA
Nvidia Corp

Technology
1.61K
+ 8.97%
$98.91 - $134.91 $159K - $217K
19.6K $2.38B
UNH
Unitedhealth Group Inc

Healthcare
161
+ 20.33%
$488.01 - $604.18 $78.6K - $97.3K
953 $557M
Activity Summary
Buys All Purchases 404 New Holdings 146 Increased Positions 258 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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