Global Financial Private Client, LLC Incresed Positions in Q3 2024

Global Financial Private Client, LLC

  • $257 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WST
West Pharmaceutical Services Inc

Healthcare
25
+ 113.64%
$277.16 - $333.3 $6.93K - $8.33K
47 $14.1M
MU
Micron Technology Inc

Technology
159
+ 45.82%
$86.27 - $136.82 $13.7K - $21.8K
506 $52.5M
ELV
Elevance Health, Inc.

Healthcare
15
+ 32.61%
$500.12 - $562.29 $7.5K - $8.43K
61 $31.7M
K
Kellogg CO

Consumer Defensive
43
+ 38.39%
$56.19 - $80.81 $2.42K - $3.47K
155 $12.5M
AJG
Arthur J. Gallagher & Co.

Financial Services
18
+ 41.86%
$259.22 - $299.75 $4.67K - $5.4K
61 $17.2M
PSA
Public Storage

Real Estate
6
+ 12.0%
$283.13 - $365.01 $1.7K - $2.19K
56 $20.4M
VLO
Valero Energy Corp

Energy
46
+ 418.18%
$132.81 - $163.48 $6.11K - $7.52K
57 $7.7M
WELL
Welltower Inc.

Real Estate
41
+ 683.33%
$104.0 - $129.74 $4.26K - $5.32K
47 $6.02M
Ge Healthcare Technologies Inc Common Stock
45
+ 77.59%
N/A
103 $9.67M
SCHW
Schwab Charles Corp

Financial Services
79
+ 493.75%
$61.74 - $76.08 $4.88K - $6.01K
95 $6.16M
RMD
Resmed Inc

Healthcare
19
+ 380.0%
$186.94 - $252.92 $3.55K - $4.81K
24 $5.86M
EQIX
Equinix Inc

Real Estate
5
+ 166.67%
$749.0 - $890.01 $3.75K - $4.45K
8 $7.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
40
+ 48.19%
$57.22 - $80.08 $2.29K - $3.2K
123 $9.6M
RSG
Republic Services, Inc.

Industrials
18
+ 10.71%
$189.34 - $208.21 $3.41K - $3.75K
186 $37.4M
SRLN
Ssga Active Trust

ETFs
109
+ 4.27%
$40.93 - $41.85 $4.46K - $4.56K
2.66K $111M
FMC
Fmc Corp

Basic Materials
65
+ 928.57%
$54.54 - $66.06 $3.55K - $4.29K
72 $4.75M
CNI
Canadian National Railway CO

Industrials
39
+ 15.73%
$110.1 - $123.65 $4.29K - $4.82K
287 $33.6M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
201
+ 201.0%
$14.84 - $21.08 $2.98K - $4.24K
301 $6.17M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
49
+ 32.45%
$64.83 - $72.82 $3.18K - $3.57K
200 $14.4M
BKR
Baker Hughes CO

Energy
116
+ 682.35%
$32.92 - $38.72 $3.82K - $4.49K
133 $4.81M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14
+ 2.13%
$58.03 - $65.37 $812 - $915
670 $43.4M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
77
+ 0.88%
$26.42 - $26.67 $2.03K - $2.05K
8.82K $235M
TSN
Tyson Foods, Inc.

Consumer Defensive
42
+ 9.91%
$55.91 - $65.87 $2.35K - $2.77K
466 $27.8M
DD
Du Pont De Nemours, Inc.

Basic Materials
32
+ 188.24%
$77.22 - $89.49 $2.47K - $2.86K
49 $4.37M
SLB
Schlumberger Limited

Energy
75
+ 234.38%
$39.57 - $49.67 $2.97K - $3.73K
107 $4.49M
BDX
Becton Dickinson & CO

Healthcare
12
+ 171.43%
$221.47 - $242.41 $2.66K - $2.91K
19 $4.58M
SRE
Sempra Energy

Utilities
26
+ 27.08%
$74.97 - $84.04 $1.95K - $2.19K
122 $10.2M
ADM
Archer Daniels Midland CO

Consumer Defensive
59
+ 6.59%
$57.96 - $65.72 $3.42K - $3.88K
954 $57M
CCI
Crown Castle International Corp

Real Estate
20
+ 90.91%
$95.29 - $120.24 $1.91K - $2.4K
42 $4.98M
ODFL
Old Dominion Freight Line, Inc.

Industrials
13
+ 325.0%
$178.41 - $210.18 $2.32K - $2.73K
17 $3.38M
WEC
Wec Energy Group, Inc.

Utilities
20
+ 52.63%
$77.68 - $96.19 $1.55K - $1.92K
58 $5.58M
HES
Hess Corp

Energy
18
+ 200.0%
$126.3 - $155.44 $2.27K - $2.8K
27 $3.67M
WY
Weyerhaeuser CO

Real Estate
34
+ 18.48%
$27.05 - $33.84 $920 - $1.15K
218 $7.38M
VTRS
Viatris Inc

Healthcare
86
+ 9.22%
$10.32 - $12.13 $888 - $1.04K
1.02K $11.8M
DFAT
Dimensional ETF Tr U S Target

ETFs
30
+ 60.0%
$51.0 - $57.07 $1.53K - $1.71K
80 $4.45M
VDE
Vanguard Energy ETF

ETFs
28
+ 9.0%
$117.44 - $131.06 $3.29K - $3.67K
339 $41.5M
EBAY
Ebay Inc

Consumer Cyclical
16
+ 88.89%
$52.61 - $65.44 $842 - $1.05K
34 $2.21M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
12
+ 5.77%
$51.3 - $59.04 $616 - $708
220 $12.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25
+ 23.81%
$31.05 - $34.29 $776 - $857
130 $4.46M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
20
+ 6.15%
$37.45 - $44.25 $749 - $885
345 $14.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
20
+ 36.36%
$28.25 - $31.7 $565 - $634
75 $2.31M
COP
Conocophillips

Energy
43
+ 9.68%
$102.3 - $116.61 $4.4K - $5.01K
487 $51.3M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
10
+ 66.67%
$33.62 - $38.33 $336 - $383
25 $942K
ACHR
Archer Aviation Inc.

Industrials
50
+ 66.67%
$2.91 - $5.39 $146 - $270
125 $379K
RWX
Spdr Dow Jones International R

ETFs
1
+ 33.33%
$23.88 - $28.19 $23.9 - $28.2
4 $110K
TER
Teradyne, Inc

Technology
25
+ 2.67%
$114.25 - $163.0 $2.86K - $4.08K
962 $129M
EOG
Eog Resources Inc

Energy
54
+ 0.85%
$117.9 - $132.65 $6.37K - $7.16K
6.43K $790M
DG
Dollar General Corp

Consumer Defensive
19
+ 6.21%
$80.41 - $132.42 $1.53K - $2.52K
325 $27.5M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
10
+ 0.21%
$201.42 - $273.98 $2.01K - $2.74K
4.86K $1.17B
Activity Summary
Buys All Purchases 404 New Holdings 146 Increased Positions 258 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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