Global Financial Private Client, LLC Purchases in Q3 2025

Global Financial Private Client, LLC

  • $281 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.74K
New
$108.46 - $120.63 $189K - $210K
1.74K $207M
XLC
Select Sector Spdr Tr Communic

ETFs
641
+ 4.98%
$105.99 - $119.41 $67.9K - $76.5K
13.5K $1.6B
PM
Philip Morris International Inc.

Consumer Defensive
1.73K
+ 43.67%
$157.77 - $183.27 $272K - $316K
5.68K $921M
PLTR
Palantir Technologies Inc.

Technology
32
+ 0.76%
$130.68 - $186.97 $4.18K - $5.98K
4.26K $777M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
32
+ 0.82%
$275.84 - $326.36 $8.83K - $10.4K
3.95K $1.29B
MRK
Merck & Co., Inc.

Healthcare
148
+ 0.44%
$77.6 - $87.37 $11.5K - $12.9K
34.2K $2.87B
VEA
Vanguard Ftse Developed Market

ETFs
1.35K
+ 4.31%
$56.02 - $60.3 $75.6K - $81.4K
32.7K $1.96B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
154
+ 2.87%
$195.29 - $223.85 $30.1K - $34.5K
5.52K $1.23B
TSLA
Tesla, Inc.

Consumer Cyclical
14
+ 1.14%
$293.94 - $444.72 $4.12K - $6.23K
1.25K $554M
IAU
Ishares Gold Trust

ETFs
556
+ 4.93%
$61.62 - $72.77 $34.3K - $40.5K
11.8K $861M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
971
+ 5.61%
$66.81 - $74.64 $64.9K - $72.5K
18.3K $1.34B
GLD
Spdr Gold Trust

ETFs
66
+ 2.58%
$300.96 - $355.47 $19.9K - $23.5K
2.62K $932M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
455
+ 5.59%
$100.4 - $119.58 $45.7K - $54.4K
8.6K $953M
VZ
Verizon Communications Inc

Communication Services
3.24K
+ 30.65%
$40.84 - $45.06 $132K - $146K
13.8K $607M
GE
General Electric CO

Industrials
125
+ 4.93%
$244.75 - $305.63 $30.6K - $38.2K
2.66K $800M
SOFI
So Fi Technologies, Inc.

Financial Services
203
+ 1.17%
$17.64 - $29.81 $3.58K - $6.05K
17.5K $463M
AVGO
Broadcom Inc.

Technology
203
+ 14.45%
$264.74 - $369.57 $53.7K - $75K
1.61K $530M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.56K
+ 59.93%
$91.44 - $91.77 $142K - $143K
4.16K $381M
SPMD
Spdr Portfolio

ETFs
1.84K
+ 15.09%
$54.43 - $58.29 $100K - $107K
14K $803M
VTV
Vanguard Value ETF

ETFs
378
+ 6.06%
$175.51 - $186.57 $66.3K - $70.5K
6.61K $1.23B
DFAI
Dimensional ETF Tr

ETFs
1.84K
+ 5.17%
$34.05 - $36.55 $62.5K - $67.1K
37.3K $1.36B
META
Meta Platforms, Inc.

Communication Services
190
+ 4.44%
$695.21 - $791.73 $132K - $150K
4.47K $3.28B
BLDR
Builders First Source, Inc.

Industrials
843
+ 22.21%
$116.91 - $149.21 $98.6K - $126K
4.64K $562M
EXC
Exelon Corp

Utilities
1.94K
+ 10.99%
$42.73 - $45.54 $82.7K - $88.2K
19.6K $880M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.61K
+ 10.57%
$36.93 - $40.55 $59.4K - $65.2K
16.8K $676M
FSLR
First Solar, Inc.

Technology
162
+ 12.29%
$160.84 - $223.53 $26.1K - $36.2K
1.48K $326M
SPYG
Spdr Portfolio

ETFs
525
+ 9.23%
$94.33 - $105.31 $49.5K - $55.3K
6.21K $649M
Rocket Lab Corp
66
+ 0.81%
N/A
8.22K $394M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.26K
+ 23.9%
$54.35 - $59.32 $68.3K - $74.5K
6.51K $385M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
38
+ 0.23%
$80.54 - $89.67 $3.06K - $3.41K
16.6K $1.46B
IAI
Ishares Tr Us Broker Dealers &

ETFs
324
+ 6.85%
$168.93 - $178.7 $54.7K - $57.9K
5.05K $894M
GS
Goldman Sachs Group Inc

Financial Services
25
+ 3.03%
$696.56 - $806.32 $17.4K - $20.2K
849 $676M
RJF
Raymond James Financial Inc

Financial Services
12
+ 0.28%
$154.64 - $176.43 $1.86K - $2.12K
4.32K $746M
JNJ
Johnson & Johnson

Healthcare
105
+ 5.65%
$155.17 - $185.42 $16.3K - $19.5K
1.96K $364M
TJX
Tjx Companies Inc

Consumer Cyclical
20
+ 0.63%
$121.35 - $144.54 $2.43K - $2.89K
3.2K $462M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
523
+ 5.06%
$52.31 - $56.47 $27.4K - $29.5K
10.8K $613M
IGV
Ishares Expanded Tech Software

ETFs
70
+ 0.66%
$105.96 - $117.79 $7.42K - $8.25K
10.7K $1.23B
VIS
Vanguard Industrial ETF

ETFs
114
+ 5.98%
$281.0 - $296.29 $32K - $33.8K
2.02K $598M
AOM
Ishares Tr Core Moderate Alloc

ETFs
636
+ 3.16%
$45.4 - $47.61 $28.9K - $30.3K
20.7K $987M
IEMG
Ishares Inc

ETFs
458
+ 9.06%
N/A
5.51K $363M
VOX
Vanguard Communication Service

ETFs
28
+ 0.94%
$169.0 - $192.17 $4.73K - $5.38K
3K $564M
VB
Vanguard Small Cap ETF

ETFs
76
+ 4.4%
$237.58 - $259.17 $18.1K - $19.7K
1.81K $459M
XLG
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.12%
$51.78 - $57.89 $518 - $579
8.23K $473M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
32
+ 2.03%
$459.11 - $506.91 $14.7K - $16.2K
1.61K $811M
Ishares Bitcoin Trust ETF
354
+ 7.25%
N/A
5.24K $340M
IGM
Ishares Expanded Tech Sector E

ETFs
40
+ 1.54%
$110.96 - $127.67 $4.44K - $5.11K
2.63K $332M
GILD
Gilead Sciences, Inc.

Healthcare
330
+ 4.22%
$108.22 - $120.47 $35.7K - $39.8K
8.16K $905M
AXP
American Express CO

Financial Services
64
+ 5.41%
$294.27 - $342.31 $18.8K - $21.9K
1.25K $414M
MA
Mastercard Inc

Financial Services
53
+ 6.65%
$550.18 - $598.96 $29.2K - $31.7K
850 $483M
Activity Summary
Buys All Purchases 142 New Holdings 18 Increased Positions 124 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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