Global Financial Private Client, LLC Reduced Holdings in Q3 2025

Global Financial Private Client, LLC

  • $281 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-90.9K
- 31.29%
$26.38 - $27.95 $2.4M - $2.54M
199K $5.45B
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-27.2K
- 67.54%
$25.39 - $26.21 $691K - $713K
13.1K $341M
AFL
Aflac Inc

Financial Services
-7.03K
- 44.69%
$98.09 - $111.7 $689K - $785K
8.69K $971M
AAPL
Apple Inc.

Technology
-14.8K
- 22.47%
$202.38 - $256.87 $2.99M - $3.8M
51K $13B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-19.2K
- 64.51%
$21.99 - $23.38 $423K - $449K
10.6K $245M
TXN
Texas Instruments Inc

Technology
-1.36K
- 32.81%
N/A
2.78K $511M
IBM
International Business Machines Corp

Technology
-129
- 1.22%
$234.77 - $292.47 $30.3K - $37.7K
10.4K $2.94B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.08K
- 21.17%
$62.09 - $66.51 $129K - $138K
7.75K $506M
KR
Kroger CO

Consumer Defensive
-264
- 1.37%
$64.52 - $74.35 $17K - $19.6K
19K $1.28B
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.46K
- 6.4%
$81.75 - $84.54 $119K - $123K
21.3K $1.79B
DIS
Walt Disney CO

Communication Services
-242
- 3.82%
$112.25 - $124.0 $27.2K - $30K
6.1K $699M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.55K
- 10.04%
$55.15 - $58.11 $140K - $148K
22.8K $1.31B
ADP
Automatic Data Processing Inc

Industrials
-45
- 0.97%
$288.69 - $310.94 $13K - $14K
4.62K $1.35B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.66K
- 17.91%
$45.6 - $46.92 $75.6K - $77.7K
7.59K $355M
UGI
Ugi Corp

Utilities
-146
- 0.7%
$32.64 - $37.14 $4.77K - $5.42K
20.6K $685M
MCD
Mcdonalds Corp

Consumer Cyclical
-418
- 6.55%
$291.67 - $316.99 $122K - $133K
5.96K $1.81B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-460
- 11.94%
$136.48 - $142.97 $62.8K - $65.8K
3.39K $475M
Ssga Active Tr
-2.09K
- 5.81%
N/A
33.9K $849M
T
At&T Inc.

Communication Services
-1.25K
- 9.83%
$26.94 - $29.62 $33.7K - $37.1K
11.5K $324M
Ssga Active Tr
-1.83K
- 5.8%
N/A
29.7K $744M
IVW
Ishares S&P 500 Growth ETF

ETFs
-658
- 18.5%
$108.97 - $121.65 $71.7K - $80K
2.9K $350M
V
Visa Inc.

Financial Services
-56
- 3.57%
$332.09 - $358.86 $18.6K - $20.1K
1.51K $517M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.87K
- 6.24%
$20.66 - $20.74 $38.7K - $38.8K
28.1K $582M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.96K
- 6.18%
$19.49 - $19.61 $38.2K - $38.4K
29.8K $582M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-1.08K
- 6.89%
$36.55 - $37.16 $39.4K - $40.1K
14.6K $541M
EFV
Msci Eafe Value ETF

ETFs
-860
- 16.03%
$62.79 - $68.42 $54K - $58.8K
4.51K $306M
Amplify ETF Tr
-404
- 12.63%
N/A
2.8K $243M
Ssga Active Tr
-1.6K
- 6.04%
N/A
25K $628M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-4.99K
- 11.55%
$27.42 - $31.65 $137K - $158K
38.2K $1.16B
XLP
Consumer Staples Sector Spdr

ETFs
-115
- 1.92%
N/A
5.88K $461M
Ssga Active Tr
-1K
- 5.65%
N/A
16.8K $422M
Ssga Active Tr
-1.08K
- 5.95%
N/A
17.1K $429M
Ssga Active Tr
-1.1K
- 6.03%
N/A
17.1K $429M
UNH
Unitedhealth Group Inc

Healthcare
-146
- 15.34%
$237.77 - $353.61 $34.7K - $51.6K
806 $278M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-720
- 6.73%
$182.33 - $194.5 $131K - $140K
9.98K $1.94B
Ssga Active Tr
-605
- 6.8%
N/A
8.3K $208M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-573
- 2.58%
$19.5 - $19.83 $11.2K - $11.4K
21.6K $426M
VICI
Vici Properties Inc.

Real Estate
-195
- 0.92%
$31.43 - $33.93 $6.13K - $6.62K
20.9K $682M
QCOM
Qualcomm Inc

Technology
-357
- 4.54%
$145.84 - $173.55 $52.1K - $62K
7.51K $1.25B
COF
Capital One Financial Corp

Financial Services
-13
- 0.91%
$207.29 - $229.74 $2.69K - $2.99K
1.42K $302M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-158
- 5.92%
$132.9 - $142.03 $21K - $22.4K
2.51K $354M
XLE
Energy Sector Spdr

ETFs
-104
- 2.69%
$84.25 - $91.99 $8.76K - $9.57K
3.77K $337M
XLI
Industrial Sector Spdr

ETFs
-75
- 2.49%
$147.94 - $154.99 $11.1K - $11.6K
2.94K $453M
KCE
Spdr S&P Capital Markets ETF

ETFs
-317
- 3.9%
$145.94 - $157.83 $46.3K - $50K
7.81K $1.19B
PNQI
Invesco Nasdaq Internet ETF

ETFs
-25
- 0.37%
$51.24 - $57.08 $1.28K - $1.43K
6.67K $372M
BA
Boeing CO

Industrials
-4
- 0.1%
$209.79 - $237.38 $839 - $950
3.98K $859M
XLV
Select Sector Spdr Fund Health

ETFs
-65
- 0.75%
$129.01 - $139.72 $8.39K - $9.08K
8.65K $1.2B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-604
- 3.34%
$181.56 - $190.33 $110K - $115K
17.5K $3.31B
XLF
Financial Sector Spdr

ETFs
-51
- 0.17%
$51.37 - $54.25 $2.62K - $2.77K
29.7K $1.6B
Activity Summary
Buys All Purchases 142 New Holdings 18 Increased Positions 124 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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