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
UPS
United Parcel Service Inc

Industrials
34
+ 4.89%
$109.66 - $136.26 $3.73K - $4.63K
729 $80.2M
BCC
Boise Cascade CO

Basic Materials
1
+ 0.26%
$96.38 - $129.12 $96.4 - $129
382 $37.5M
NKE
Nike, Inc.

Consumer Cyclical
19
+ 2.56%
$63.29 - $81.72 $1.2K - $1.55K
760 $48.2M
SQ
Block, Inc.

Technology
25
+ 8.04%
$54.04 - $92.95 $1.35K - $2.32K
336 $18.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
144
+ 0.87%
$169.43 - $182.84 $24.4K - $26.3K
16.7K $2.9B
JOBY
Joby Aviation, Inc.

Industrials
121
+ 2.86%
$5.99 - $10.27 $725 - $1.24K
4.36K $26.2M
PRU
Prudential Financial Inc

Financial Services
13
+ 0.92%
$105.04 - $122.33 $1.37K - $1.59K
1.43K $160M
DKNG
Draft Kings Inc.

Consumer Cyclical
47
+ 1.78%
$33.21 - $53.49 $1.56K - $2.51K
2.69K $89.4M
HON
Honeywell International Inc

Industrials
13
+ 1.49%
$202.75 - $226.52 $2.64K - $2.94K
885 $187M
DHI
Horton D R Inc

Consumer Cyclical
16
+ 1.56%
$125.29 - $147.65 $2K - $2.36K
1.04K $132M
SWKS
Skyworks Solutions, Inc.

Technology
7
+ 1.07%
$64.12 - $93.96 $449 - $658
660 $42.7M
GS
Goldman Sachs Group Inc

Financial Services
9
+ 1.1%
$524.81 - $672.19 $4.72K - $6.05K
826 $451M
BA
Boeing CO

Industrials
47
+ 1.24%
$148.15 - $186.25 $6.96K - $8.75K
3.84K $656M
XLY
Select Sector Spdr Consumer Di

ETFs
7
+ 1.02%
$192.6 - $233.2 $1.35K - $1.63K
690 $136M
CAT
Caterpillar Inc

Industrials
14
+ 1.93%
$326.75 - $407.63 $4.57K - $5.71K
740 $244M
Ishares Bitcoin Trust ETF
70
+ 1.82%
N/A
3.91K $183M
ZBRA
Zebra Technologies Corp

Technology
4
+ 1.75%
$271.72 - $421.11 $1.09K - $1.68K
232 $65.6M
CRM
Salesforce, Inc.

Technology
17
+ 4.04%
$268.36 - $359.95 $4.56K - $6.12K
438 $118M
SPMD
Spdr Portfolio

ETFs
243
+ 2.31%
$50.21 - $57.73 $12.2K - $14K
10.8K $551M
AXP
American Express CO

Financial Services
27
+ 2.35%
$255.39 - $325.87 $6.9K - $8.8K
1.18K $317M
LMT
Lockheed Martin Corp

Industrials
13
+ 1.65%
$423.19 - $506.29 $5.5K - $6.58K
800 $357M
VB
Vanguard Small Cap ETF

ETFs
24
+ 1.4%
$217.89 - $252.64 $5.23K - $6.06K
1.74K $386M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
28
+ 0.89%
$47.25 - $67.02 $1.32K - $1.88K
3.17K $151M
TXN
Texas Instruments Inc

Technology
25
+ 0.61%
N/A
4.15K $746M
VIG
Vanguard Dividend Appreciation

ETFs
62
+ 0.27%
N/A
22.8K $4.43B
BLDR
Builders First Source, Inc.

Industrials
153
+ 5.6%
$122.8 - $173.51 $18.8K - $26.5K
2.88K $360M
XLG
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.12%
$45.72 - $51.73 $457 - $517
8.18K $376M
SPYG
Spdr Portfolio

ETFs
40
+ 0.83%
$80.05 - $92.39 $3.2K - $3.7K
4.89K $393M
PANW
Palo Alto Networks Inc

Technology
59
+ 1.36%
$167.82 - $208.28 $9.9K - $12.3K
4.41K $752M
BX
Blackstone Inc.

Financial Services
8
+ 0.6%
$136.53 - $186.74 $1.09K - $1.49K
1.33K $186M
QUAL
Ishares Msci Usa Quality Facto

ETFs
176
+ 1.68%
$168.16 - $186.21 $29.6K - $32.8K
10.6K $1.82B
LDOS
Leidos Holdings, Inc.

Technology
100
+ 1.43%
$126.82 - $161.11 $12.7K - $16.1K
7.09K $956M
FSLR
First Solar, Inc.

Technology
33
+ 2.87%
$126.34 - $197.73 $4.17K - $6.53K
1.18K $149M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.48K
+ 2.99%
$49.85 - $56.22 $74K - $83.4K
51.1K $2.59B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
22
+ 0.87%
$203.38 - $274.79 $4.47K - $6.05K
2.54K $522M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1
+ 0.01%
$95.53 - $112.45 $95.5 - $112
8.07K $782M
AVGO
Broadcom Inc.

Technology
42
+ 3.66%
$167.43 - $244.7 $7.03K - $10.3K
1.19K $199M
RJF
Raymond James Financial Inc

Financial Services
10
+ 0.23%
$137.62 - $172.64 $1.38K - $1.73K
4.3K $597M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
6
+ 0.01%
$25.31 - $30.02 $152 - $180
43.2K $1.11B
BAC
Bank Of America Corp

Financial Services
178
+ 0.44%
$39.61 - $47.74 $7.05K - $8.5K
40.8K $1.7B
HD
Home Depot, Inc.

Consumer Cyclical
37
+ 0.78%
$347.25 - $424.87 $12.8K - $15.7K
4.8K $1.76B
Ge Vernova Inc Com
32
+ 0.72%
N/A
4.49K $1.37B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
125
+ 2.38%
$161.27 - $192.3 $20.2K - $24K
5.38K $868M
ZION
Zions Bancorporation, National Association

Financial Services
544
+ 1.62%
$47.0 - $59.03 $25.6K - $32.1K
34K $1.7B
TSLA
Tesla, Inc.

Consumer Cyclical
153
+ 13.16%
$222.15 - $428.22 $34K - $65.5K
1.32K $341M
GOOGL
Alphabet Inc.

Communication Services
508
+ 7.43%
$154.33 - $206.19 $78.4K - $105K
7.34K $1.14B
GOOG
Alphabet Inc.

Communication Services
180
+ 3.14%
$156.06 - $207.71 $28.1K - $37.4K
5.91K $923M
ORCL
Oracle Corp

Technology
64
+ 0.86%
$139.81 - $186.47 $8.95K - $11.9K
7.51K $1.05B
IYW
Ishares Dj Us Tech ETF

ETFs
7
+ 0.06%
$140.44 - $166.79 $983 - $1.17K
11.1K $1.56B
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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