Global Financial Private Client, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $267 Billion distributed in 1661 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18B, Spdr S&P 500 ETF Trust with a value of $12B, Berkshire Hathaway Inc with a value of $10.2B, Schwab Strategic Tr Us Dividen with a value of $7.93B, and Vanguard Index Fds S&P 500 ETF with a value of $7.48B.

Examining the 13F form we can see an increase of $10.2B in the current position value, from $257B 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: $43.9 Billion
Financial Services: $32.4 Billion
Industrials: $10.6 Billion
Consumer Cyclical: $9.46 Billion
Consumer Defensive: $9.34 Billion
Communication Services: $7.76 Billion
Healthcare: $7.42 Billion
Other: $10.7 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,661
  • Current Value $267 Billion
  • Prior Value $257 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 881 stocks
  • Additional Purchases 430 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 145 stocks
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