Global Financial Private Client, LLC Portfolio Holdings

Global Financial Private Client, LLC

  • $267 Billion
  • Q2 2025

Global Financial Private Client, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $267 Billion distributed in 320 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.5B, Spdr S&P 500 ETF Trust with a value of $12B, Berkshire Hathaway Inc with a value of $10.9B, Vanguard Index Fds S&P 500 ETF with a value of $8.48B, and Microsoft Corp with a value of $7.74B.

Examining the 13F form we can see an increase of $4.9B in the current position value, from $262B to 267B.

Global Financial Private Client, LLC is based out at Sarasota, FL

Below you can find more details about Global Financial Private Client, LLC portfolio as well as his latest detailed transactions.

Portfolio value $267 Billion
ETFs: $127 Billion
Technology: $43.7 Billion
Financial Services: $32.6 Billion
Industrials: $9.36 Billion
Consumer Cyclical: $8.51 Billion
Consumer Defensive: $8.45 Billion
Communication Services: $7.61 Billion
Healthcare: $7.44 Billion
Other: $11.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$13.5 Billion 5.06% of portfolio
65,783
Q2 2025 Reduced 0.19%
$432B
$10.9 Billion 4.1% of portfolio
15
Q4 2019 New
$3.75T
$7.74 Billion 2.9% of portfolio
15,561
Q2 2025 Reduced 0.01%
$831B
$3.82 Billion 1.43% of portfolio
13,182
Q2 2025 Added 19.0%
$406B
$3.81 Billion 1.43% of portfolio
24,142
Q2 2025 Added 12.37%
$300B
$3.48 Billion 1.3% of portfolio
24,272
Q2 2025 Added 13.19%
$1.62T
$3.16 Billion 1.18% of portfolio
4,279
Q2 2025 Added 2.0%
$260B
$3.11 Billion 1.17% of portfolio
10,548
Q2 2025 Added 0.39%
$284B
$3.05 Billion 1.14% of portfolio
43,906
Q2 2025 Added 10.05%
$212B
$2.69 Billion 1.01% of portfolio
34,002
Q2 2025 Added 11.51%
$2.27T
$2.47 Billion 0.93% of portfolio
11,250
Q2 2025 Added 22.52%
$75.2B
$2.43 Billion 0.91% of portfolio
26,704
Q2 2025 Added 11.55%
$1.2T
$2.26 Billion 0.85% of portfolio
9,960
Q2 2025 Added 1.03%
$373B
$2.23 Billion 0.84% of portfolio
14,021
Q2 2025 Added 1.5%
$474B
$2.23 Billion 0.84% of portfolio
20,662
Q2 2025 Added 0.29%
$263B
$2.21 Billion 0.83% of portfolio
22,629
Q2 2025 Added 15.9%
$40.1B
$1.89 Billion 0.71% of portfolio
17,735
Q2 2025 Added 9.98%
$216B
$1.86 Billion 0.7% of portfolio
6,377
Q2 2025 Added 0.69%
$8.33B
$1.8 Billion 0.67% of portfolio
34,606
Q2 2025 Added 1.65%
$380B
$1.76 Billion 0.66% of portfolio
4,810
Q2 2025 Added 0.21%
$16.6B
$1.76 Billion 0.66% of portfolio
21,204
Q2 2025 Added 3.59%
$636B
$1.69 Billion 0.63% of portfolio
7,725
Q2 2025 Added 2.81%
$64.4B
$1.66 Billion 0.62% of portfolio
15,720
Q2 2025 Added 2.69%
$128B
$1.44 Billion 0.54% of portfolio
4,660
Q2 2025 Added 1.84%
$50.3B
$1.38 Billion 0.52% of portfolio
19,285
Q2 2025 Added 13.52%
$1.07T
$1.35 Billion 0.51% of portfolio
7,668
Q2 2025 Added 4.44%
$215B
$1.29 Billion 0.49% of portfolio
8,865
Q2 2025 Added 35.84%
$5.8B
$1.29 Billion 0.48% of portfolio
27,688
Q2 2025 Added 1.75%
$179B
$1.25 Billion 0.47% of portfolio
7,862
Q2 2025 Added 1.24%
$84.9B
$1.26 Billion 0.47% of portfolio
11,961
Q2 2025 Added 1.17%
$748B
$1.22 Billion 0.46% of portfolio
1,564
Q2 2025 Reduced 0.95%
$1.79B
$1.19 Billion 0.45% of portfolio
43,225
Q2 2025 Added 0.0%
$61.7B
$1.14 Billion 0.43% of portfolio
5,587
Q2 2025 Added 26.72%
$22.1B
$1.13 Billion 0.42% of portfolio
7,137
Q2 2025 Added 0.73%
$44.1B
$1.08 Billion 0.41% of portfolio
12,109
Q2 2025 Added 1.84%
$1.3B
$1.06 Billion 0.4% of portfolio
6,956
Q2 2025 Reduced 0.01%
$1.08T
$1.05 Billion 0.39% of portfolio
5,927
Q2 2025 Added 0.3%
$121B
$1.01 Billion 0.38% of portfolio
2,183
Q2 2025 Added 172.88%
$142B
$868 Million 0.33% of portfolio
7,826
Q2 2025 Added 4.06%
$177B
$859 Million 0.32% of portfolio
4,139
Q2 2025 Reduced 0.29%
$71.4B
$815 Million 0.31% of portfolio
6,813
Q2 2025 Added 3.15%
$135B
$835 Million 0.31% of portfolio
3,985
Q2 2025 Added 3.67%
$337B
$794 Million 0.3% of portfolio
4,278
Q2 2025 Added 51.81%
$85.1B
$798 Million 0.3% of portfolio
2,549
Q2 2025 Added 0.28%
$42.9B
$765 Million 0.29% of portfolio
17,623
Q2 2025 Added 38,210.87%
$631B
$768 Million 0.29% of portfolio
1,580
Q2 2025 Added 6.68%
$76.4B
$782 Million 0.29% of portfolio
8,600
Q2 2025 Added 0.07%
$220B
$787 Million 0.29% of portfolio
6,343
Q2 2025 Reduced 65.61%
$7.46B
$755 Million 0.28% of portfolio
20,738
Q2 2025 Added 41.29%

Summary

  • Portfolio
  • No. of Stocks 320
  • Current Value $267 Billion
  • Prior Value $262 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 145 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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