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
LMT
Lockheed Martin Corp

Industrials
-72
- 3.3%
$410.74 - $499.21 $29.6K - $35.9K
2.11K $1.05B
IVV
Ishares Core S&P 500 ETF

ETFs
-312
- 5.97%
$620.67 - $670.08 $194K - $209K
4.92K $3.29B
ICVT
Ishares Tr Convertible Bond Et

ETFs
-582
- 5.03%
$89.29 - $100.17 $52K - $58.3K
11K $1.1B
GLW
Corning Inc

Technology
-950
- 20.57%
$51.6 - $82.03 $49K - $77.9K
3.67K $301M
XOM
Exxon Mobil Corp

Energy
-338
- 1.64%
$105.83 - $117.22 $35.8K - $39.6K
20.3K $2.29B
IWM
Ishares Russell 2000 ETF

ETFs
-211
- 4.53%
$214.92 - $244.84 $45.3K - $51.7K
4.44K $1.08B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-900
- 2.46%
$30.13 - $33.37 $27.1K - $30K
35.7K $1.19B
WMT
Walmart Inc.

Consumer Defensive
-302
- 1.33%
$94.4 - $104.27 $28.5K - $31.5K
22.3K $2.3B
VTI
Vanguard Total Stock Market Et

ETFs
-15
- 0.36%
$303.93 - $329.86 $4.56K - $4.95K
4.13K $1.36B
BAC
Bank Of America Corp

Financial Services
-1.19K
- 2.91%
$44.92 - $52.42 $53.4K - $62.3K
39.6K $2.04B
ZION
Zions Bancorporation, National Association

Financial Services
-716
- 2.07%
$51.2 - $59.15 $36.7K - $42.4K
33.9K $1.92B
IYW
Ishares Dj Us Tech ETF

ETFs
-631
- 5.69%
$171.38 - $197.01 $108K - $124K
10.5K $2.05B
STT
State Street Corp

Financial Services
-285
- 1.61%
$102.01 - $117.25 $29.1K - $33.4K
17.5K $2.02B
VIG
Vanguard Dividend Appreciation

ETFs
-471
- 2.04%
N/A
22.6K $4.88B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-36
- 0.07%
$52.12 - $55.33 $1.88K - $1.99K
53.6K $2.97B
HD
Home Depot, Inc.

Consumer Cyclical
-46
- 0.96%
$357.4 - $423.42 $16.4K - $19.5K
4.76K $1.93B
ETR
Entergy Corp

Utilities
-299
- 1.41%
$80.93 - $93.55 $24.2K - $28K
20.9K $1.95B
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.17K
- 3.44%
$86.92 - $99.32 $102K - $116K
32.8K $3.21B
JPM
Jpmorgan Chase & CO

Financial Services
-103
- 0.78%
$282.78 - $316.06 $29.1K - $32.6K
13.1K $4.13B
Ge Vernova Inc
-18
- 0.4%
N/A
4.51K $2.77B
BK
Bank Of New York Mellon Corp

Financial Services
-425
- 1.59%
$90.65 - $109.75 $38.5K - $46.6K
26.3K $2.86B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-133
- 1.34%
$224.68 - $282.71 $29.9K - $37.6K
9.83K $2.74B
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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