Global Financial Private Client, LLC Incresed Positions in Q4 2024

Global Financial Private Client, LLC

  • $267 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PNC
Pnc Financial Services Group, Inc.

Financial Services
294
+ 26.73%
$178.39 - $215.0 $52.4K - $63.2K
1.39K $269M
GS
Goldman Sachs Group Inc

Financial Services
4
+ 0.49%
$486.1 - $608.57 $1.94K - $2.43K
817 $468M
PHM
Pultegroup Inc

Consumer Cyclical
2.08K
+ 44.16%
$108.86 - $149.04 $226K - $310K
6.79K $739M
PCAR
Paccar Inc

Industrials
97
+ 1.01%
$97.92 - $118.41 $9.5K - $11.5K
9.72K $1.01B
TROW
Price T Rowe Group Inc

Financial Services
142
+ 1.33%
$106.48 - $124.69 $15.1K - $17.7K
10.8K $1.23B
VTWO
Vanguard Russell 2000 ETF

ETFs
676
+ 1.85%
$87.42 - $98.06 $59.1K - $66.3K
37.3K $3.33B
V
Visa Inc.

Financial Services
23
+ 1.96%
$273.87 - $320.91 $6.3K - $7.38K
1.2K $378M
MLN
Vaneck Long Muni ETF

ETFs
3.71K
+ 8.5%
$17.61 - $18.29 $65.4K - $67.9K
47.4K $847M
PANW
Palo Alto Networks Inc

Technology
2.17K
+ 99.91%
$181.96 - $405.9 $396K - $882K
4.35K $792M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.24K
+ 7.0%
$44.33 - $49.55 $54.7K - $61.2K
18.9K $848M
VIS
Vanguard Industrial ETF

ETFs
191
+ 7.71%
$254.39 - $279.7 $48.6K - $53.4K
2.67K $679M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
443
+ 4.4%
$113.92 - $127.38 $50.5K - $56.4K
10.5K $1.21B
AXP
American Express CO

Financial Services
12
+ 1.05%
$267.35 - $305.57 $3.21K - $3.67K
1.15K $341M
MA
Mastercard Inc

Financial Services
13
+ 1.74%
$491.3 - $536.15 $6.39K - $6.97K
760 $400M
MS
Morgan Stanley

Financial Services
15
+ 1.17%
$104.42 - $134.99 $1.57K - $2.02K
1.3K $163M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.11%
$246.06 - $292.59 $246 - $293
930 $259M
CRM
Salesforce, Inc.

Technology
3
+ 0.72%
$270.87 - $367.87 $813 - $1.1K
421 $141M
GM
General Motors CO

Consumer Cyclical
26
+ 0.88%
$44.82 - $60.2 $1.17K - $1.57K
2.97K $158M
BX
Blackstone Inc.

Financial Services
3
+ 0.23%
$148.45 - $199.05 $445 - $597
1.33K $228M
DFS
Discover Financial Services

Financial Services
9
+ 1.29%
$136.3 - $182.67 $1.23K - $1.64K
709 $123M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
672
+ 6.89%
$47.58 - $48.56 $32K - $32.6K
10.4K $498M
TJX
Tjx Companies Inc

Consumer Cyclical
109
+ 3.62%
$112.15 - $127.2 $12.2K - $13.9K
3.12K $377M
XLG
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.18%
$46.94 - $51.62 $704 - $774
8.17K $408M
COF
Capital One Financial Corp

Financial Services
10
+ 1.53%
$145.19 - $192.01 $1.45K - $1.92K
665 $119M
DRI
Darden Restaurants Inc

Consumer Cyclical
6
+ 0.73%
$155.96 - $188.66 $936 - $1.13K
833 $156M
FDX
Fedex Corp

Industrials
25
+ 1.51%
$260.5 - $305.15 $6.51K - $7.63K
1.68K $473M
VDE
Vanguard Energy ETF

ETFs
154
+ 45.43%
$116.67 - $136.78 $18K - $21.1K
493 $59.8M
ICVT
Ishares Tr Convertible Bond Et

ETFs
32
+ 0.27%
$83.09 - $89.28 $2.66K - $2.86K
11.8K $1B
HON
Honeywell International Inc

Industrials
4
+ 0.46%
$202.84 - $236.0 $811 - $944
872 $197M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
470
+ 3.26%
$77.02 - $78.58 $36.2K - $36.9K
14.9K $1.15B
Jacobs Solutions Inc Com
36
+ 0.91%
N/A
3.98K $532M
LUV
Southwest Airlines CO

Industrials
20
+ 0.55%
$28.99 - $34.84 $580 - $697
3.63K $122M
BMY
Bristol Myers Squibb CO

Healthcare
44
+ 1.7%
$51.92 - $59.94 $2.28K - $2.64K
2.63K $149M
TMUS
T Mobile Us, Inc.

Communication Services
10
+ 1.15%
$206.1 - $246.94 $2.06K - $2.47K
879 $194M
UBER
Uber Technologies, Inc

Technology
651
+ 38.66%
$59.93 - $86.34 $39K - $56.2K
2.34K $141M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 2.11%
$873.59 - $994.69 $5.24K - $5.97K
290 $266M
WMB
Williams Companies, Inc.

Energy
30
+ 2.14%
$46.37 - $59.74 $1.39K - $1.79K
1.44K $77.7M
CDNS
Cadence Design Systems Inc

Technology
1
+ 0.23%
$249.1 - $324.54 $249 - $325
435 $131M
AMP
Ameriprise Financial Inc

Financial Services
4
+ 2.38%
$473.15 - $574.01 $1.89K - $2.3K
172 $91.6M
T
At&T Inc.

Communication Services
116
+ 0.95%
$21.22 - $23.88 $2.46K - $2.77K
12.3K $280M
SPMD
Spdr Portfolio

ETFs
189
+ 1.83%
$54.13 - $59.56 $10.2K - $11.3K
10.5K $575M
Blackrock Inc Com
1
+ 0.9%
N/A
112 $115M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
831
+ 11.63%
$68.25 - $75.42 $56.7K - $62.7K
7.98K $546M
GLW
Corning Inc

Technology
15
+ 0.49%
$44.11 - $49.76 $662 - $746
3.05K $145M
C
Citigroup Inc

Financial Services
23
+ 2.88%
$61.31 - $72.5 $1.41K - $1.67K
823 $57.9M
TRV
Travelers Companies, Inc.

Financial Services
9
+ 1.08%
$225.97 - $266.66 $2.03K - $2.4K
843 $203M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
210
+ 161.54%
$33.92 - $36.6 $7.12K - $7.69K
340 $11.8M
MRVL
Marvell Technology, Inc.

Technology
10
+ 6.45%
$70.31 - $124.78 $703 - $1.25K
165 $18.2M
VB
Vanguard Small Cap ETF

ETFs
7
+ 0.41%
$233.76 - $261.58 $1.64K - $1.83K
1.72K $413M
Activity Summary
Buys All Purchases 1311 New Holdings 881 Increased Positions 430 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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