Global Financial Private Client, LLC New Holdings in Q1 2025

Global Financial Private Client, LLC

  • $262 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
33.6K
New
$28.88 - $32.4 $971K - $1.09M
33.6K $1.05B
IAI
Ishares Tr Us Broker Dealers &

ETFs
3.63K
New
$134.68 - $159.3 $488K - $578K
3.63K $508M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
8.34K
New
$39.53 - $46.13 $330K - $385K
8.34K $367M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
728
New
$97.25 - $104.79 $70.8K - $76.3K
728 $75.5M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.25K
New
$34.83 - $37.52 $43.6K - $46.9K
1.25K $45.4M
MIND
Mind Technology, Inc

Technology
6.46K
New
$5.89 - $10.5 $38K - $67.8K
6.46K $38.8M
CHX
Champion X Corp

Energy
487
New
$27.3 - $31.27 $13.3K - $15.2K
487 $14.5M
PHR
Phreesia, Inc.

Healthcare
548
New
$21.97 - $30.01 $12K - $16.4K
548 $14M
Qiagen Nv Com Shs
295
New
N/A
295 $11.8M
EGP
Eastgroup Properties Inc

Real Estate
57
New
$155.63 - $187.46 $8.87K - $10.7K
57 $10M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
134
New
$61.5 - $83.44 $8.24K - $11.2K
134 $8.22M
BPMC
Blueprint Medicines Corp

Healthcare
66
New
$86.69 - $115.63 $5.72K - $7.63K
66 $5.84M
SIBN
Si Bone, Inc.

Healthcare
410
New
$13.72 - $18.44 $5.63K - $7.56K
410 $5.75M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2
New
$1227.6 - $1458.46 $2.46K - $2.92K
2 $2.7M
SPOT
Spotify Technology S.A.

Communication Services
4
New
$457.79 - $648.32 $1.83K - $2.59K
4 $2.2M
South Bow Corp Com
86
New
N/A
86 $2.2M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
121
New
$16.23 - $22.23 $1.96K - $2.69K
121 $2.02M
WK
Workiva Inc

Technology
24
New
$78.73 - $114.09 $1.89K - $2.74K
24 $1.82M
ESTA
Establishment Labs Holdings Inc.

Healthcare
31
New
$28.51 - $47.28 $884 - $1.47K
31 $1.27M
GHC
Graham Holdings CO

Consumer Defensive
1
New
$854.34 - $983.77 $854 - $984
1 $961K
TPR
Tapestry, Inc.

Consumer Cyclical
13
New
$65.63 - $89.21 $853 - $1.16K
13 $915K
KBH
Kb Home

Consumer Cyclical
14
New
$57.73 - $70.05 $808 - $981
14 $814K
CNO
Cno Financial Group, Inc.

Financial Services
18
New
$35.99 - $42.34 $648 - $762
18 $750K
CNHI
Cnh Industrial N.V.

Industrials
61
New
N/A
61 $749K
Core Natural Resources Inc Com Shs
8
New
N/A
8 $617K
Primo Brands Corporation Class A Com Shs
15
New
N/A
15 $532K
Atlassian Corporation Cl A
2
New
N/A
2 $424K
AFRM
Affirm Holdings, Inc.

Technology
9
New
$43.7 - $80.98 $393 - $729
9 $407K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
3
New
$125.01 - $201.52 $375 - $605
3 $376K
GH
Guardant Health, Inc.

Healthcare
7
New
$31.77 - $49.94 $222 - $350
7 $298K
WHR
Whirlpool Corp

Consumer Cyclical
3
New
$88.58 - $133.14 $266 - $399
3 $270K
CABO
Cable One, Inc.

Communication Services
1
New
$226.48 - $373.32 $226 - $373
1 $266K
HCC
Warrior Met Coal, Inc.

Basic Materials
5
New
$46.21 - $57.16 $231 - $286
5 $239K
AVAV
Aero Vironment Inc

Industrials
2
New
$120.93 - $186.12 $242 - $372
2 $238K
BRP
Brp Group, Inc.

Financial Services
4
New
N/A
4 $179K
POWL
Powell Industries Inc

Industrials
1
New
$155.56 - $311.38 $156 - $311
1 $170K
Kodiak Gas Svcs Inc Com
3
New
N/A
3 $112K
HWKN
Hawkins Inc

Basic Materials
1
New
$101.28 - $122.97 $101 - $123
1 $106K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
11
New
$8.92 - $11.7 $98.1 - $129
11 $99K
SPNT
Sirius Point LTD

Financial Services
5
New
$13.91 - $17.06 $69.6 - $85.3
5 $86K
FRPT
Freshpet, Inc.

Consumer Defensive
1
New
$83.78 - $162.59 $83.8 - $163
1 $83K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
12
New
$5.62 - $10.15 $67.4 - $122
12 $76K
Everus Constr Group Com
2
New
N/A
2 $74K
Globalstar Inc Com New
3
New
N/A
3 $63K
PAR
Par Technology Corp

Technology
1
New
$58.73 - $76.0 $58.7 - $76
1 $61K
BL
Blackline, Inc.

Technology
1
New
$47.46 - $65.64 $47.5 - $65.6
1 $48K
VICR
Vicor Corp

Technology
1
New
$46.82 - $64.71 $46.8 - $64.7
1 $47K
MBLY
Mobileye Global Inc.
3
New
$14.24 - $21.85 $42.7 - $65.6
3 $43K
KYMR
Kymera Therapeutics, Inc.

Healthcare
1
New
$29.62 - $44.36 $29.6 - $44.4
1 $27K
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
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