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
TDG
Trans Digm Group Inc

Industrials
3
+ 21.43%
$1251.32 - $1394.11 $3.75K - $4.18K
17 $23.5M
MKL
Markel Corp

Financial Services
3
+ 300.0%
$1660.14 - $2059.83 $4.98K - $6.18K
4 $7.48M
HES
Hess Corp

Energy
29
+ 72.5%
$135.42 - $160.52 $3.93K - $4.66K
69 $11M
MO
Altria Group, Inc.

Consumer Defensive
34
+ 7.23%
$50.81 - $60.02 $1.73K - $2.04K
504 $30.3M
TPL
Texas Pacific Land Corp

Energy
4
+ 400.0%
$1180.08 - $1431.01 $4.72K - $5.72K
5 $6.63M
SPXC
Spx Corp

Industrials
43
+ 1433.33%
$128.78 - $154.37 $5.54K - $6.64K
46 $5.92M
WST
West Pharmaceutical Services Inc

Healthcare
42
+ 110.53%
$199.11 - $347.87 $8.36K - $14.6K
80 $17.9M
DUK
Duke Energy Corp

Utilities
10
+ 3.37%
$105.87 - $121.97 $1.06K - $1.22K
307 $37.4M
THC
Tenet Healthcare Corp

Healthcare
7
+ 1.3%
$119.51 - $144.98 $837 - $1.01K
545 $73.3M
PFG
Principal Financial Group Inc

Financial Services
21
+ 4.13%
$76.34 - $89.04 $1.6K - $1.87K
530 $44.7M
ABC
Amerisourcebergen Corp

Healthcare
13
+ 44.83%
N/A
42 $11.7M
LNG
Cheniere Energy, Inc.

Energy
21
+ 233.33%
$209.32 - $253.66 $4.4K - $5.33K
30 $6.94M
APP
App Lovin Corp

Technology
20
+ 250.0%
$238.08 - $510.13 $4.76K - $10.2K
28 $7.42M
WRB
Berkley W R Corp

Financial Services
34
+ 18.18%
$56.7 - $71.27 $1.93K - $2.42K
221 $15.7M
COF
Capital One Financial Corp

Financial Services
23
+ 3.46%
$163.87 - $209.82 $3.77K - $4.83K
688 $123M
CHTR
Charter Communications, Inc.

Communication Services
8
+ 11.59%
$334.89 - $384.77 $2.68K - $3.08K
77 $28.4M
FISV
Fiserv Inc

Technology
20
+ 111.11%
N/A
38 $8.39M
SO
Southern CO

Utilities
19
+ 6.31%
$80.96 - $92.96 $1.54K - $1.77K
320 $29.4M
TSN
Tyson Foods, Inc.

Consumer Defensive
25
+ 5.24%
$54.27 - $63.81 $1.36K - $1.6K
502 $32M
CSX
Csx Corp

Industrials
165
+ 154.21%
$29.11 - $33.67 $4.8K - $5.56K
272 $8.01M
MPC
Marathon Petroleum Corp

Energy
26
+ 22.41%
$134.72 - $159.03 $3.5K - $4.13K
142 $20.7M
VLO
Valero Energy Corp

Energy
29
+ 43.28%
$121.76 - $142.99 $3.53K - $4.15K
96 $12.7M
OLED
Universal Display Corp Pa

Technology
32
+ 1600.0%
$139.48 - $161.59 $4.46K - $5.17K
34 $4.74M
LSCC
Lattice Semiconductor Corp

Technology
85
+ 2833.33%
$52.45 - $68.78 $4.46K - $5.85K
88 $4.62M
AIG
American International Group, Inc.

Financial Services
43
+ 93.48%
$70.5 - $86.94 $3.03K - $3.74K
89 $7.74M
C
Citigroup Inc

Financial Services
54
+ 6.56%
$67.23 - $84.63 $3.63K - $4.57K
877 $62.3M
HUM
Humana Inc

Healthcare
5
+ 1.82%
$249.11 - $303.11 $1.25K - $1.52K
279 $73.8M
WDAY
Workday, Inc.

Technology
22
+ 64.71%
$233.53 - $277.82 $5.14K - $6.11K
56 $13.1M
F
Ford Motor CO

Consumer Cyclical
277
+ 2.47%
$9.12 - $10.43 $2.53K - $2.89K
11.5K $115M
MMM
3 M CO

Industrials
27
+ 385.71%
$129.7 - $155.12 $3.5K - $4.19K
34 $4.99M
SCHW
Schwab Charles Corp

Financial Services
46
+ 40.35%
$71.24 - $83.64 $3.28K - $3.85K
160 $12.5M
A
Agilent Technologies, Inc.

Healthcare
37
+ 264.29%
$116.69 - $152.6 $4.32K - $5.65K
51 $5.97M
CTAS
Cintas Corp

Industrials
17
+ 73.91%
$182.09 - $208.14 $3.1K - $3.54K
40 $8.22M
ROP
Roper Technologies Inc

Industrials
5
+ 33.33%
$502.71 - $593.81 $2.51K - $2.97K
20 $11.8M
PAYX
Paychex Inc

Industrials
19
+ 25.68%
$136.06 - $154.52 $2.59K - $2.94K
93 $14.3M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
83
+ 296.43%
$45.92 - $47.58 $3.81K - $3.95K
111 $5.27M
QCOM
Qualcomm Inc

Technology
26
+ 0.34%
$151.94 - $175.86 $3.95K - $4.57K
7.77K $1.19B
CMCSA
Comcast Corp

Communication Services
161
+ 5.08%
$33.19 - $38.23 $5.34K - $6.16K
3.33K $123M
WSO
Watsco Inc

Industrials
4
+ 8.16%
$463.86 - $530.75 $1.86K - $2.12K
53 $26.9M
HWM
Howmet Aerospace Inc.

Industrials
27
+ 270.0%
$110.79 - $139.39 $2.99K - $3.76K
37 $4.8M
SHW
Sherwin Williams CO

Basic Materials
10
+ 43.48%
$330.16 - $365.55 $3.3K - $3.66K
33 $11.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
9
+ 4.19%
$283.24 - $338.07 $2.55K - $3.04K
224 $66.1M
NSC
Norfolk Southern Corp

Industrials
12
+ 3.0%
$227.69 - $259.76 $2.73K - $3.12K
412 $97.6M
BDX
Becton Dickinson & CO

Healthcare
16
+ 123.08%
$222.79 - $249.08 $3.56K - $3.99K
29 $6.64M
IEX
Idex Corp

Industrials
23
+ 127.78%
$178.23 - $224.31 $4.1K - $5.16K
41 $7.42M
MDT
Medtronic PLC

Healthcare
31
+ 35.63%
$79.84 - $94.5 $2.48K - $2.93K
118 $10.6M
GWW
W.W. Grainger, Inc.

Industrials
4
+ 80.0%
$953.54 - $1132.42 $3.81K - $4.53K
9 $8.89M
DOCU
Docusign, Inc.

Technology
44
+ 2200.0%
$74.7 - $97.7 $3.29K - $4.3K
46 $3.74M
TRGP
Targa Resources Corp.

Energy
17
+ 242.86%
$178.44 - $217.22 $3.03K - $3.69K
24 $4.81M
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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