Global Financial Private Client, LLC Incresed Positions in Q1 2025

Global Financial Private Client, LLC

  • $262 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.2K
+ 41.86%
$33.84 - $37.77 $750K - $837K
75.1K $2.74B
MRK
Merck & Co., Inc.

Healthcare
9.75K
+ 47.0%
$83.01 - $101.02 $809K - $985K
30.5K $2.74B
CVX
Chevron Corp

Energy
69
+ 0.32%
$146.71 - $167.97 $10.1K - $11.6K
21.4K $3.59B
UGI
Ugi Corp

Utilities
14.7K
+ 183375.0%
$28.0 - $34.16 $411K - $501K
14.7K $485M
JPM
Jpmorgan Chase & CO

Financial Services
1.69K
+ 18.04%
$225.19 - $279.95 $381K - $474K
11.1K $2.72B
Spdr Bloomberg Enhanced Roll Yield Commodity Strategy No K 1 ETF
14.8K
+ 162.78%
N/A
23.9K $662M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
5.83K
+ 51.01%
$59.63 - $64.37 $347K - $375K
17.2K $1.07B
CSCO
Cisco Systems, Inc.

Technology
4.56K
+ 12.9%
$58.74 - $64.87 $268K - $296K
39.9K $2.46B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
14.1K
+ 133.51%
$21.73 - $23.02 $307K - $325K
24.7K $557M
GILD
Gilead Sciences, Inc.

Healthcare
1.45K
+ 23.95%
$89.14 - $117.41 $130K - $171K
7.52K $843M
XOM
Exxon Mobil Corp

Energy
183
+ 0.9%
$105.44 - $118.93 $19.3K - $21.8K
20.6K $2.45B
IBB
Ishares Biotechnology ETF

ETFs
1.96K
+ 306.41%
$130.29 - $140.56 $255K - $276K
2.6K $333M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.15K
+ 8.31%
$507.05 - $563.67 $585K - $650K
15K $7.73B
XLV
Select Sector Spdr Fund Health

ETFs
1.21K
+ 16.37%
$137.61 - $149.68 $166K - $180K
8.57K $1.25B
Arista Networks Inc Com Shs
3.01K
+ 60100.0%
N/A
3.01K $233M
AMZN
Amazon Com Inc

Consumer Cyclical
2.2K
+ 31.58%
$190.26 - $242.06 $419K - $534K
9.18K $1.75B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.26K
+ 15.73%
$69.87 - $75.62 $158K - $171K
16.6K $1.2B
IAU
Ishares Gold Trust

ETFs
891
+ 8.27%
$49.74 - $58.96 $44.3K - $52.5K
11.7K $688M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
46
+ 3.21%
$442.66 - $534.52 $20.4K - $24.6K
1.48K $789M
V
Visa Inc.

Financial Services
259
+ 21.64%
$306.92 - $362.71 $79.5K - $93.9K
1.46K $510M
VEA
Vanguard Ftse Developed Market

ETFs
544
+ 1.76%
$47.4 - $52.99 $25.8K - $28.8K
31.4K $1.6B
RTX
Raytheon Technologies Corp

Industrials
90
+ 1.4%
$114.1 - $135.66 $10.3K - $12.2K
6.53K $864M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.64K
+ 3.15%
$37.07 - $40.63 $60.9K - $66.7K
53.7K $2.11B
KR
Kroger CO

Consumer Defensive
77
+ 0.46%
$58.36 - $67.72 $4.49K - $5.21K
17K $1.15B
GE
General Electric CO

Industrials
192
+ 9.17%
$168.59 - $212.13 $32.4K - $40.7K
2.29K $458M
ABBV
Abb Vie Inc.

Healthcare
67
+ 2.44%
$169.2 - $216.66 $11.3K - $14.5K
2.82K $591M
LLY
Eli Lilly & CO

Healthcare
15
+ 0.96%
$725.72 - $929.72 $10.9K - $13.9K
1.58K $1.3B
EMHC
Spdr Bloomberg Emerging Market
3.91K
+ 96.0%
$23.72 - $24.56 $92.7K - $96K
7.98K $193M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.16K
+ 3.49%
$42.5 - $46.71 $49.5K - $54.4K
34.5K $1.56B
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
3.08K
+ 12.19%
$25.06 - $25.98 $77.1K - $79.9K
28.3K $733M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
59
+ 0.22%
$24.39 - $35.22 $1.44K - $2.08K
27.2K $808M
NOC
Northrop Grumman Corp

Industrials
45
+ 3.14%
$433.45 - $513.82 $19.5K - $23.1K
1.48K $757M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.64K
+ 8.91%
$42.93 - $44.71 $70.6K - $73.5K
20.1K $882M
OEF
Ishares S&P 100 ETF

ETFs
292
+ 2085.71%
N/A
306 $83.1M
PG
Procter & Gamble CO

Consumer Defensive
241
+ 1.78%
$158.56 - $176.26 $38.2K - $42.5K
13.8K $2.35B
KO
Coca Cola CO

Consumer Defensive
96
+ 1.27%
$60.81 - $72.32 $5.84K - $6.94K
7.66K $549M
PGR
Progressive Corp

Financial Services
263
+ 398.48%
$235.61 - $291.22 $62K - $76.6K
329 $93.1M
T
At&T Inc.

Communication Services
281
+ 2.28%
$21.56 - $28.28 $6.06K - $7.95K
12.6K $356M
IVE
Ishares S&P 500 Value ETF

ETFs
386
+ 48.61%
$185.78 - $198.58 $71.7K - $76.7K
1.18K $225M
UBER
Uber Technologies, Inc

Technology
547
+ 23.43%
$63.17 - $81.49 $34.6K - $44.6K
2.88K $210M
CVS
Cvs Health Corp

Healthcare
39
+ 1.43%
$44.22 - $68.64 $1.72K - $2.68K
2.77K $188M
AJG
Arthur J. Gallagher & Co.

Financial Services
175
+ 265.15%
$275.89 - $345.24 $48.3K - $60.4K
241 $83.2M
INTU
Intuit Inc

Technology
103
+ 59.88%
$555.63 - $630.23 $57.2K - $64.9K
275 $169M
AMGN
Amgen Inc

Healthcare
23
+ 2.25%
$258.59 - $327.36 $5.95K - $7.53K
1.04K $325M
AXON
Axon Enterprise, Inc.

Industrials
111
+ 11100.0%
$496.65 - $710.01 $55.1K - $78.8K
112 $58.9M
SRLN
Ssga Active Trust

ETFs
1.42K
+ 51.08%
$41.02 - $41.99 $58K - $59.4K
4.19K $172M
JNJ
Johnson & Johnson

Healthcare
105
+ 6.0%
$142.06 - $167.7 $14.9K - $17.6K
1.85K $307M
EOG
Eog Resources Inc

Energy
131
+ 2.02%
$120.54 - $138.05 $15.8K - $18.1K
6.61K $847M
ABT
Abbott Laboratories

Healthcare
55
+ 2.37%
$111.1 - $140.22 $6.11K - $7.71K
2.38K $315M
Activity Summary
Buys All Purchases 1303 New Holdings 52 Increased Positions 1251 Sells All Sells 147 Reductions 145 Sold out 2 Options Calls 0 Puts 0
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