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
PM
Philip Morris International Inc.

Consumer Defensive
23
+ 1.84%
$117.15 - $158.79 $2.69K - $3.65K
1.27K $202M
KKR
Kkr & Co. Inc.

Financial Services
426
+ 10650.0%
$108.17 - $167.07 $46.1K - $71.2K
430 $49.7M
TMUS
T Mobile Us, Inc.

Communication Services
27
+ 3.07%
$211.3 - $272.83 $5.71K - $7.37K
906 $242M
CHWY
Chewy, Inc.

Consumer Cyclical
1.53K
+ 48.42%
$31.83 - $39.8 $48.6K - $60.8K
4.68K $152M
SYF
Synchrony Financial

Financial Services
897
+ 1107.41%
$51.9 - $70.63 $46.6K - $63.4K
978 $51.8M
NOW
Service Now, Inc.

Technology
57
+ 1900.0%
$783.83 - $1170.39 $44.7K - $66.7K
60 $47.8M
IEMG
Ishares Inc

ETFs
774
+ 66.27%
N/A
1.94K $105M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.17K
+ 13.6%
$32.5 - $33.3 $38.2K - $39.1K
9.8K $326M
NET
Cloudflare, Inc.

Technology
381
+ 38100.0%
$110.71 - $176.5 $42.2K - $67.2K
382 $43M
META
Meta Platforms, Inc.

Communication Services
136
+ 3.35%
$576.36 - $736.67 $78.4K - $100K
4.2K $2.42B
DT
Dynatrace, Inc.

Technology
860
+ 344.0%
$47.15 - $62.42 $40.5K - $53.7K
1.11K $52.3M
WCN
Waste Connections, Inc.

Industrials
178
+ 890.0%
$169.89 - $195.19 $30.2K - $34.7K
198 $38.6M
KLAC
Kla Corp

Technology
48
+ 104.35%
$636.62 - $777.63 $30.6K - $37.3K
94 $63.9M
VRSK
Verisk Analytics, Inc.

Industrials
116
+ 966.67%
$268.63 - $301.33 $31.2K - $35K
128 $38.1M
PEP
Pepsico Inc

Consumer Defensive
386
+ 3.3%
$142.64 - $156.42 $55.1K - $60.4K
12.1K $1.81B
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
232
+ 244.21%
$110.55 - $130.35 $25.6K - $30.2K
327 $41.5M
MA
Mastercard Inc

Financial Services
26
+ 3.42%
$504.67 - $576.31 $13.1K - $15K
786 $431M
MPWR
Monolithic Power Systems Inc

Technology
53
+ 265.0%
$565.7 - $720.25 $30K - $38.2K
73 $42.3M
ECL
Ecolab Inc.

Basic Materials
104
+ 55.61%
$229.72 - $269.82 $23.9K - $28.1K
291 $73.8M
VTV
Vanguard Value ETF

ETFs
45
+ 0.73%
$167.73 - $179.21 $7.55K - $8.06K
6.24K $1.08B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
470
+ 3.34%
$30.35 - $33.16 $14.3K - $15.6K
14.5K $465M
MRVL
Marvell Technology, Inc.

Technology
582
+ 352.73%
$61.57 - $126.06 $35.8K - $73.4K
747 $46M
DE
Deere & CO

Industrials
17
+ 3.94%
$408.57 - $509.27 $6.95K - $8.66K
449 $211M
Veralto Corp Com Shs
289
+ 95.07%
N/A
593 $57.8M
CL
Colgate Palmolive CO

Consumer Defensive
25
+ 0.29%
$85.68 - $97.5 $2.14K - $2.44K
8.59K $805M
TRV
Travelers Companies, Inc.

Financial Services
23
+ 2.73%
$232.43 - $265.13 $5.35K - $6.1K
866 $229M
Linde PLC Shs
16
+ 4.34%
N/A
385 $179M
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 5.86%
$890.62 - $1076.86 $15.1K - $18.3K
307 $290M
TMO
Thermo Fisher Scientific Inc.

Healthcare
59
+ 27.96%
$497.6 - $606.74 $29.4K - $35.8K
270 $134M
UNH
Unitedhealth Group Inc

Healthcare
13
+ 1.35%
$461.52 - $548.18 $6K - $7.13K
977 $512M
SPTL
Spdr Portfolio Long Term Treas

ETFs
842
+ 114.4%
$25.54 - $27.64 $21.5K - $23.3K
1.58K $43M
CI
Cigna Corp

Healthcare
12
+ 3.23%
$274.49 - $329.0 $3.29K - $3.95K
384 $126M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
132
+ 0.75%
$44.68 - $46.49 $5.9K - $6.14K
17.8K $824M
MSCI
Msci Inc.

Financial Services
49
+ 37.69%
$541.46 - $628.34 $26.5K - $30.8K
179 $101M
CASY
Caseys General Stores Inc

Consumer Cyclical
52
+ 325.0%
$378.71 - $442.54 $19.7K - $23K
68 $29.5M
PB
Prosperity Bancshares Inc

Financial Services
304
+ 5066.67%
$69.3 - $80.69 $21.1K - $24.5K
310 $22.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
500
+ 136.24%
$47.79 - $59.89 $23.9K - $29.9K
867 $43.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
288
+ 3.12%
$44.72 - $46.25 $12.9K - $13.3K
9.51K $438M
HQY
Healthequity, Inc.

Healthcare
241
+ 8033.33%
$84.32 - $114.51 $20.3K - $27.6K
244 $21.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
77
+ 0.52%
$76.94 - $78.24 $5.92K - $6.02K
15K $1.17B
DRI
Darden Restaurants Inc

Consumer Cyclical
14
+ 1.68%
$180.02 - $208.56 $2.52K - $2.92K
847 $176M
TTWO
Take Two Interactive Software Inc

Communication Services
79
+ 50.0%
$178.61 - $217.95 $14.1K - $17.2K
237 $49.1M
SPGI
S&P Global Inc.

Financial Services
20
+ 2.05%
$478.26 - $543.77 $9.57K - $10.9K
995 $506M
EHC
Encompass Health Corp

Healthcare
192
+ 3840.0%
$91.05 - $102.2 $17.5K - $19.6K
197 $20M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
50
+ 0.63%
$66.9 - $71.57 $3.35K - $3.58K
8.03K $565M
UNP
Union Pacific Corp

Industrials
28
+ 1.83%
$225.21 - $254.42 $6.31K - $7.12K
1.56K $368M
VMI
Valmont Industries Inc

Industrials
67
+ 6700.0%
$285.37 - $376.98 $19.1K - $25.3K
68 $19.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
42
+ 2.15%
$56.12 - $68.15 $2.36K - $2.86K
2K $136M
INTC
Intel Corp

Technology
92
+ 1.49%
$19.1 - $27.39 $1.76K - $2.52K
6.25K $142M
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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