Global Financial Private Client, LLC Portfolio Holdings

Global Financial Private Client, LLC

  • $267 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$410 Million 0.15% of portfolio
2,645
Q4 2024 Added 20.23%
$0
$413 Million 0.15% of portfolio
1,717
Q4 2024 Added 0.41%
$97B
$364 Million 0.14% of portfolio
1,064
Q4 2024 Reduced 0.65%
$0
$374 Million 0.14% of portfolio
7,666
Q4 2024 Added 146.57%
$0
$376 Million 0.14% of portfolio
6,035
Q3 2024 Added 80.96%
$111B
$383 Million 0.14% of portfolio
787
Q4 2024 Added 0.51%
$144B
$377 Million 0.14% of portfolio
3,122
Q4 2024 Added 3.62%
$578B
$378 Million 0.14% of portfolio
1,197
Q4 2024 Added 1.96%
$232B
$341 Million 0.13% of portfolio
1,150
Q4 2024 Added 1.05%
$0
$342 Million 0.13% of portfolio
3,988
Q4 2024 Added 0.28%
$228B
$349 Million 0.13% of portfolio
2,094
Q4 2024 Added 0.19%
$153B
$348 Million 0.13% of portfolio
3,273
Q4 2024 Reduced 2.82%
$153B
$348 Million 0.13% of portfolio
1,528
Q4 2024 Added 0.66%
$0
$341 Million 0.13% of portfolio
2,669
Q2 2023 Added 2.81%
$0
$312 Million 0.12% of portfolio
6,690
Q1 2024 Reduced 8.54%
Spdr Ssga My2032 Corporate Bond ETF
-
$320 Million 0.12% of portfolio
-
Q4 2024 New
$184B
$280 Million 0.11% of portfolio
12,315
Q4 2024 Added 0.95%
$0
$303 Million 0.11% of portfolio
7,500
Q3 2024 New
Healthcare Rlty Tr Cl A Com
-
$293 Million 0.11% of portfolio
-
Q2 2024 Reduced 12.64%
$0
$291 Million 0.11% of portfolio
3,169
Q4 2024 Added 1.47%
$0
$290 Million 0.11% of portfolio
2,852
Q4 2024 Reduced 10.74%
$0
$283 Million 0.11% of portfolio
8,630
Q4 2024 Added 95.03%
$0
$299 Million 0.11% of portfolio
5,968
Q4 2024 Reduced 24.15%
$229B
$262 Million 0.1% of portfolio
2,320
Q4 2024 Added 1.0%
$156B
$266 Million 0.1% of portfolio
1,021
Q4 2024 Reduced 41.59%
$94.4B
$266 Million 0.1% of portfolio
1,146
Q4 2024 Reduced 0.35%
$187B
$263 Million 0.1% of portfolio
726
Q4 2024 Added 1.4%
$474B
$266 Million 0.1% of portfolio
290
Q4 2024 Added 2.11%
$0
$265 Million 0.1% of portfolio
5,316
Q1 2024 Reduced 57.22%
$92B
$259 Million 0.1% of portfolio
930
Q4 2024 Added 0.11%
$78.3B
$269 Million 0.1% of portfolio
1,394
Q4 2024 Added 26.73%
$93.5B
$275 Million 0.1% of portfolio
1,361
Q4 2024 Added 0.52%
$117B
$228 Million 0.09% of portfolio
1,325
Q4 2024 Added 0.23%
$0
$228 Million 0.09% of portfolio
4,999
Q4 2024 Reduced 0.52%
$0
$248 Million 0.09% of portfolio
4,844
Q4 2024 Reduced 9.85%
$408B
$253 Million 0.09% of portfolio
1,749
Q4 2024 Added 2.58%
Spdr Bloomberg Enhanced Roll Yield Commodity Strategy No K 1 ETF
-
$235 Million 0.09% of portfolio
-
Q4 2024 New
$0
$241 Million 0.09% of portfolio
9,429
Q4 2024 Reduced 3.46%
$0
$235 Million 0.09% of portfolio
10,577
Q4 2024 Added 7.93%
-
$211 Million 0.08% of portfolio
-
Q3 2024 New
$150B
$219 Million 0.08% of portfolio
954
Q4 2024 Reduced 2.25%
$17B
$203 Million 0.08% of portfolio
1,149
Q4 2024 Reduced 1.79%
Ishares Bitcoin Trust ETF
-
$204 Million 0.08% of portfolio
-
Q4 2024 Reduced 0.52%
$0
$202 Million 0.08% of portfolio
2,083
Q4 2024 Added 4.88%
$0
$225 Million 0.08% of portfolio
4,294
Q4 2024 Added 2.14%
$13B
$214 Million 0.08% of portfolio
13,896
Q4 2024 Reduced 0.25%
Spdr Ssga My2027 Corporate Bond ETF
-
$207 Million 0.08% of portfolio
-
Q4 2024 New
$55.8B
$203 Million 0.08% of portfolio
843
Q4 2024 Added 1.08%
Amplify Cybersecurity ETF
-
$185 Million 0.07% of portfolio
-
Q3 2024 New

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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