Global Financial Private Client, LLC Portfolio Holdings
Global Financial Private Client, LLC
- $239 Billion
- Q2 2024
Global Financial Private Client, LLC has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $239 Billion distributed in 683 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.9B, Spdr S&P 500 ETF Trust with a value of $11B, Berkshire Hathaway Inc with a value of $9.18B, Schwab Strategic Tr Us Dividen with a value of $7.6B, and Vanguard Index Fds S&P 500 ETF with a value of $6.82B.
Examining the 13F form we can see an increase of $6.53B in the current position value, from $233B to 239B.
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.
Stock Holdings Table
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 683
- Current Value $239 Billion
- Prior Value $233 Billion
- Filing
- Period Q2 2024
- Filing Date July 29, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 19 stocks
- Additional Purchases 124 stocks
- Sold out of 0 stocks
- Reduced holdings in 106 stocks