Global Financial Private Client, LLC ETFs

Global Financial Private Client, LLC

$257 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFAT Dimensional ETF Tr U S Target	$0	$4.45 Million 0.0% of portfolio	80	Q3 2024 Added 60.0%
SCHX Schwab Strategic Tr Us Large C	$0	$4.34 Million 0.0% of portfolio	64	Q1 2022 Added 100.0%
TAN Invesco ETF Tr Ii Solar ETF	$0	$4.31 Million 0.0% of portfolio	100	Q4 2023 Reduced 98.62%
IWO Ishares Russell 2000 Gwt ETF	$0	$4.26 Million 0.0% of portfolio	15	Q2 2022 Reduced 34.78%
OIH Vaneck ETF Tr Oil Services ETF	$0	$4.26 Million 0.0% of portfolio	15	Q3 2024 Reduced 40.0%
IYY Ishares Tr	$0	$4.19 Million 0.0% of portfolio	30	Q4 2020 Added 100.0%
OEF Ishares S&P 100 ETF	$0	$4.1 Million 0.0% of portfolio	14	Q2 2024 Reduced 86.67%
XES Spdr Ser Tr Spdr S&P Oil & Gas	$0	$3.64 Million 0.0% of portfolio	45	Q1 2024 Reduced 99.55%
KBE Spdr S&P Bank ETF	$0	$3.49 Million 0.0% of portfolio	66	Q2 2022 Reduced 35.29%
SKYY First Trust Cloud Computing Et	$0	$3.07 Million 0.0% of portfolio	30	Q3 2020 Reduced 91.91%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$2.57 Million 0.0% of portfolio	102	Q3 2024 New
AIQ Global X Funds Global X Artifi	$0	$2.46 Million 0.0% of portfolio	66	Q4 2023 Added 266.67%
DFSV Dimensional ETF Tr Dimensional	$0	$2.31 Million 0.0% of portfolio	75	Q3 2024 Added 36.36%
FBT First Trust Nyse Arca Biotechn	$0	$1.89 Million 0.0% of portfolio	11	Q3 2020 Reduced 96.84%
MGV Vanguard Mega Cap Value	$0	$1.8 Million 0.0% of portfolio	14	Q4 2019 New
TIP Ishares Tr Tips Bd ETF	$0	$1.55 Million 0.0% of portfolio	14	Q2 2024 Reduced 85.26%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$1.31 Million 0.0% of portfolio	27	Q2 2024 Reduced 46.0%
KRE Spdr S&P Regional Banking ETF	$0	$1.3 Million 0.0% of portfolio	23	Q2 2024 Reduced 99.56%
SHE Spdr Ser Tr Ssga Gender Divers	$0	$1.02 Million 0.0% of portfolio	9	Q1 2021 New
EDIV Spdr S&P Emerging Dividends Et	$0	$942,000 0.0% of portfolio	25	Q3 2024 Added 66.67%
BOTZ Global X Fds	$0	$611,000 0.0% of portfolio	19	Q3 2023 New
SPSB Spdr Portfolio Short Term Corp	$0	$606,000 0.0% of portfolio	20	Q4 2023 Reduced 99.95%
ESGD Ishares Trust Ishares Esg Awar	$0	$505,000 0.0% of portfolio	6	Q4 2023 Reduced 95.0%
RWX Spdr Dow Jones International R	$0	$110,000 0.0% of portfolio	4	Q3 2024 Added 33.33%
PPH Vaneck ETF Tr Vaneck Pharmaceu	$0	$95,000 0.0% of portfolio	1	Q4 2022 Reduced 98.04%
XME Spdr Ser Tr Spdr S&P Metals &	$0	$64,000 0.0% of portfolio	1	Q2 2023 Reduced 96.77%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Financial Private Client, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Financial Private Client, LLC with notifications on news.