Global Financial Private Client, LLC Portfolio Holdings

Global Financial Private Client, LLC

  • $257 Billion
  • Q3 2024

Global Financial Private Client, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $257 Billion distributed in 807 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.7B, Spdr S&P 500 ETF Trust with a value of $11.9B, Berkshire Hathaway Inc with a value of $10.4B, Schwab Strategic Tr Us Dividen with a value of $8.21B, and Vanguard Index Fds S&P 500 ETF with a value of $7.02B.

Examining the 13F form we can see an increase of $17.4B in the current position value, from $239B to 257B.

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 $257 Billion
ETFs: $126 Billion
Technology: $41.4 Billion
Financial Services: $30.3 Billion
Industrials: $9.62 Billion
Consumer Cyclical: $9.19 Billion
Healthcare: $8.83 Billion
Consumer Defensive: $8.69 Billion
Communication Services: $7.52 Billion
Other: $11.1 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$168M
$70.8 Million 0.03% of portfolio
40,000
Q2 2023 New
$118M
$14.5 Million 0.01% of portfolio
2,500
Q2 2024 Reduced 50.0%
$149M
$5.72 Million 0.0% of portfolio
179
Q2 2024 Reduced 82.77%
$87.7M
$381,000 0.0% of portfolio
249
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 807
  • Current Value $257 Billion
  • Prior Value $239 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 146 stocks
  • Additional Purchases 258 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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