Global Financial Private Client, LLC Incresed Positions in Q2 2025

Global Financial Private Client, LLC

  • $267 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ssga Active Tr
2.75K
+ 46.24%
N/A
8.69K $213M
RJF
Raymond James Financial Inc

Financial Services
11
+ 0.26%
$123.65 - $153.88 $1.36K - $1.69K
4.31K $661M
AXP
American Express CO

Financial Services
6
+ 0.51%
$231.39 - $318.98 $1.39K - $1.91K
1.18K $377M
QCOM
Qualcomm Inc

Technology
96
+ 1.24%
$124.66 - $159.48 $12K - $15.3K
7.86K $1.25B
XLG
Invesco Exchange Traded Fd Tr

ETFs
41
+ 0.5%
$40.94 - $52.1 $1.68K - $2.14K
8.22K $428M
INTU
Intuit Inc

Technology
3
+ 1.09%
$544.07 - $787.63 $1.63K - $2.36K
278 $219M
CAT
Caterpillar Inc

Industrials
13
+ 1.76%
$273.94 - $388.21 $3.56K - $5.05K
753 $292M
V
Visa Inc.

Financial Services
114
+ 7.83%
$308.27 - $373.31 $35.1K - $42.6K
1.57K $557M
IVE
Ishares S&P 500 Value ETF

ETFs
198
+ 16.78%
$168.34 - $195.42 $33.3K - $38.7K
1.38K $269M
ADP
Automatic Data Processing Inc

Industrials
84
+ 1.84%
$276.76 - $326.81 $23.2K - $27.5K
4.66K $1.44B
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.65%
$211.12 - $274.14 $1.27K - $1.64K
933 $255M
DE
Deere & CO

Industrials
32
+ 7.13%
$412.99 - $531.48 $13.2K - $17K
481 $245M
HYLB
Xtrackers Usd High Yield Corp

ETFs
590
+ 3.92%
$34.72 - $36.92 $20.5K - $21.8K
15.7K $578M
GILD
Gilead Sciences, Inc.

Healthcare
305
+ 4.06%
$96.91 - $113.0 $29.6K - $34.5K
7.83K $868M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.12K
+ 3.65%
$19.44 - $19.56 $21.7K - $21.9K
31.7K $619M
VFH
Vanguard Financial ETF

ETFs
85
+ 5.67%
$104.87 - $127.3 $8.91K - $10.8K
1.59K $202M
XLB
Select Sector Spdr Fd Material

ETFs
119
+ 1.83%
$74.27 - $88.92 $8.84K - $10.6K
6.62K $581M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.06K
+ 3.65%
$20.66 - $20.74 $21.8K - $21.9K
30K $620M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
76
+ 0.94%
$86.79 - $101.21 $6.6K - $7.69K
8.14K $803M
HON
Honeywell International Inc

Industrials
6
+ 0.68%
$182.86 - $232.88 $1.1K - $1.4K
891 $207M
WM
Waste Management Inc

Industrials
93
+ 7.0%
$216.47 - $242.1 $20.1K - $22.5K
1.42K $325M
MA
Mastercard Inc

Financial Services
11
+ 1.4%
$479.92 - $590.74 $5.28K - $6.5K
797 $448M
Ssga Active Tr
644
+ 7.8%
N/A
8.9K $223M
PNC
Pnc Financial Services Group, Inc.

Financial Services
10
+ 0.9%
$149.76 - $186.42 $1.5K - $1.86K
1.12K $209M
ETR
Entergy Corp

Utilities
734
+ 3.59%
$79.01 - $86.61 $58K - $63.6K
21.2K $1.76B
T
At&T Inc.

Communication Services
139
+ 1.1%
$26.33 - $28.94 $3.66K - $4.02K
12.7K $369M
F
Ford Motor CO

Consumer Cyclical
111
+ 0.96%
$8.69 - $10.85 $965 - $1.2K
11.6K $126M
ABT
Abbott Laboratories

Healthcare
15
+ 0.63%
$123.95 - $138.08 $1.86K - $2.07K
2.39K $325M
TJX
Tjx Companies Inc

Consumer Cyclical
12
+ 0.38%
$119.13 - $135.03 $1.43K - $1.62K
3.18K $392M
TRV
Travelers Companies, Inc.

Financial Services
13
+ 1.5%
$233.83 - $276.34 $3.04K - $3.59K
879 $235M
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.21%
$335.24 - $380.78 $3.35K - $3.81K
4.81K $1.76B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
99
+ 6.68%
$483.48 - $539.8 $47.9K - $53.4K
1.58K $768M
JNJ
Johnson & Johnson

Healthcare
5
+ 0.27%
$146.36 - $159.82 $732 - $799
1.86K $284M
CL
Colgate Palmolive CO

Consumer Defensive
6
+ 0.07%
$87.57 - $96.0 $525 - $576
8.6K $782M
XLE
Energy Sector Spdr

ETFs
24
+ 0.62%
$76.44 - $94.13 $1.83K - $2.26K
3.87K $328M
EOG
Eog Resources Inc

Energy
208
+ 3.15%
$104.61 - $129.97 $21.8K - $27K
6.81K $815M
AFL
Aflac Inc

Financial Services
412
+ 2.69%
$99.77 - $112.45 $41.1K - $46.3K
15.7K $1.66B
MRK
Merck & Co., Inc.

Healthcare
3.51K
+ 11.51%
$73.47 - $87.12 $258K - $306K
34K $2.69B
XLV
Select Sector Spdr Fund Health

ETFs
152
+ 1.77%
$128.77 - $144.3 $19.6K - $21.9K
8.72K $1.17B
CVX
Chevron Corp

Energy
2.83K
+ 13.19%
$133.73 - $168.51 $378K - $477K
24.3K $3.48B
MCD
Mcdonalds Corp

Consumer Cyclical
44
+ 0.69%
$285.55 - $321.23 $12.6K - $14.1K
6.38K $1.86B
PG
Procter & Gamble CO

Consumer Defensive
207
+ 1.5%
$157.66 - $172.39 $32.6K - $35.7K
14K $2.23B
XOM
Exxon Mobil Corp

Energy
60
+ 0.29%
$99.93 - $119.04 $6K - $7.14K
20.7K $2.23B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
590
+ 0.2%
$24.32 - $27.87 $14.3K - $16.4K
290K $7.69B
Activity Summary
Buys All Purchases 155 New Holdings 10 Increased Positions 145 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Global Financial Private Client, LLC Portfolio

Follow Global Financial Private Client, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Financial Private Client, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Financial Private Client, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email