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
SQ
Block, Inc.

Technology
11
+ 3.67%
$65.06 - $98.92 $716 - $1.09K
311 $26.4M
CBZ
Cbiz, Inc.

Industrials
2
+ 0.49%
$63.78 - $83.43 $128 - $167
408 $33.4M
EMR
Emerson Electric CO

Industrials
9
+ 2.82%
$108.13 - $134.33 $973 - $1.21K
328 $40.6M
APO
Apollo Global Management, Inc.

Financial Services
7
+ 6.54%
$131.36 - $178.61 $920 - $1.25K
114 $18.8M
TTWO
Take Two Interactive Software Inc

Communication Services
4
+ 2.6%
$147.66 - $190.46 $591 - $762
158 $29.1M
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.97%
$449.08 - $504.6 $1.35K - $1.51K
311 $144M
DE
Deere & CO

Industrials
6
+ 1.41%
$389.45 - $466.0 $2.34K - $2.8K
432 $183M
LPLA
Lpl Financial Holdings Inc.

Financial Services
4
+ 10.53%
$229.85 - $335.91 $919 - $1.34K
42 $13.7M
SRLN
Ssga Active Trust

ETFs
107
+ 4.02%
$41.48 - $42.08 $4.44K - $4.5K
2.77K $116M
ZBRA
Zebra Technologies Corp

Technology
2
+ 0.88%
$360.09 - $411.94 $720 - $824
228 $88.1M
OKE
Oneok Inc

Energy
18
+ 7.83%
$92.28 - $117.05 $1.66K - $2.11K
248 $24.9M
AON
Aon PLC

Financial Services
2
+ 0.9%
$344.14 - $393.31 $688 - $787
224 $80.5M
PKG
Packaging Corp Of America

Consumer Cyclical
4
+ 1.45%
$211.98 - $248.85 $848 - $995
279 $62.8M
HLI
Houlihan Lokey, Inc.

Financial Services
3
+ 1.55%
$158.81 - $190.49 $476 - $571
197 $34.2M
ZM
Zoom Video Communications, Inc.

Technology
9
+ 3.93%
$67.21 - $89.03 $605 - $801
238 $19.4M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
320
+ 5.76%
$18.41 - $18.97 $5.89K - $6.07K
5.88K $109M
ADSK
Autodesk, Inc.

Technology
5
+ 5.81%
N/A
91 $26.9M
EOG
Eog Resources Inc

Energy
44
+ 0.68%
$118.22 - $136.54 $5.2K - $6.01K
6.47K $794M
USXF
Ishares Esg Advanced Msci Usa

Technology
56
+ 13.27%
$48.45 - $52.57 $2.71K - $2.94K
478 $23.8M
USB
Us Bancorp \De\

Financial Services
21
+ 2.27%
$43.98 - $53.66 $924 - $1.13K
945 $45.2M
SCI
Service Corp International

Consumer Cyclical
9
+ 0.36%
$73.36 - $88.6 $660 - $797
2.5K $200M
HBAN
Huntington Bancshares Inc

Financial Services
47
+ 3.59%
$14.18 - $18.2 $666 - $855
1.36K $22M
MSCI
Msci Inc.

Financial Services
1
+ 0.78%
$569.09 - $635.99 $569 - $636
130 $78M
ARES
Ares Management Corp

Financial Services
2
+ 1.74%
$153.38 - $183.7 $307 - $367
117 $20.7M
BSX
Boston Scientific Corp

Healthcare
11
+ 3.46%
$83.62 - $91.5 $920 - $1.01K
329 $29.4M
KD
Kyndryl Holdings, Inc.

Technology
11
+ 5.5%
$22.43 - $35.79 $247 - $394
211 $7.3M
DLTR
Dollar Tree, Inc.

Consumer Defensive
5
+ 1.0%
$61.21 - $76.19 $306 - $381
505 $37.8M
LYV
Live Nation Entertainment, Inc.

Communication Services
5
+ 4.95%
$109.06 - $140.54 $545 - $703
106 $13.7M
WAT
Waters Corp

Healthcare
2
+ 1.19%
$323.11 - $392.01 $646 - $784
170 $63.4M
INTU
Intuit Inc

Technology
2
+ 1.18%
$602.01 - $706.25 $1.2K - $1.41K
172 $108M
FICO
Fair Isaac Corp

Technology
1
+ 10.0%
$1911.01 - $2382.4 $1.91K - $2.38K
11 $21.9M
APH
Amphenol Corp

Technology
10
+ 2.51%
$62.07 - $75.35 $621 - $754
408 $28.3M
TDY
Teledyne Technologies Inc

Technology
3
+ 8.33%
$436.59 - $489.24 $1.31K - $1.47K
39 $18.1M
UAL
United Airlines Holdings, Inc.

Industrials
19
+ 158.33%
$55.62 - $102.44 $1.06K - $1.95K
31 $3.01M
SCHW
Schwab Charles Corp

Financial Services
19
+ 20.0%
$63.31 - $82.85 $1.2K - $1.57K
114 $8.44M
CHTR
Charter Communications, Inc.

Communication Services
3
+ 4.55%
$315.38 - $408.02 $946 - $1.22K
69 $23.7M
SYF
Synchrony Financial

Financial Services
20
+ 32.79%
$49.01 - $68.55 $980 - $1.37K
81 $5.27M
ACN
Accenture PLC

Technology
7
+ 3.89%
$343.9 - $376.86 $2.41K - $2.64K
187 $65.8M
GPN
Global Payments Inc

Industrials
6
+ 4.03%
$97.57 - $119.38 $585 - $716
155 $17.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
18
+ 5.16%
$55.73 - $66.16 $1K - $1.19K
367 $22.1M
CSX
Csx Corp

Industrials
65
+ 154.76%
$31.58 - $36.88 $2.05K - $2.4K
107 $3.45M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
14
+ 4.65%
$19.44 - $28.35 $272 - $397
315 $8.11M
FISV
Fiserv Inc

Technology
8
+ 80.0%
N/A
18 $3.7M
EVR
Evercore Inc.

Financial Services
3
+ 6.82%
$247.66 - $315.67 $743 - $947
47 $13M
ROST
Ross Stores, Inc.

Consumer Cyclical
12
+ 22.22%
$138.59 - $156.61 $1.66K - $1.88K
66 $9.98M
PH
Parker Hannifin Corp

Industrials
2
+ 1.55%
$621.74 - $709.46 $1.24K - $1.42K
131 $83.3M
BKR
Baker Hughes CO

Energy
28
+ 21.05%
$35.98 - $44.88 $1.01K - $1.26K
161 $6.6M
SNA
Snap On Inc

Industrials
3
+ 20.0%
$285.44 - $371.35 $856 - $1.11K
18 $6.11M
HES
Hess Corp

Energy
13
+ 48.15%
$127.66 - $148.65 $1.66K - $1.93K
40 $5.32M
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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