Global Financial Private Client, LLC Purchases in Q3 2025

Global Financial Private Client, LLC

  • $281 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.71K
+ 13.89%
$617.65 - $666.84 $1.67M - $1.81M
22.2K $14.8B
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
42
+ 0.15%
$43.07 - $91.37 $1.81K - $3.84K
27.7K $2.53B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
817
+ 5.47%
$567.77 - $614.76 $464K - $502K
15.7K $9.64B
CAT
Caterpillar Inc

Industrials
1.81K
+ 240.24%
$390.92 - $477.15 $707K - $863K
2.56K $1.22B
NVDA
Nvidia Corp

Technology
1.22K
+ 5.04%
$153.3 - $186.58 $186K - $227K
25.4K $4.73B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
16.5K
+ 100.26%
$42.26 - $47.16 $696K - $777K
32.9K $1.52B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
6.74K
+ 12.18%
$54.9 - $59.81 $370K - $403K
62.1K $3.7B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.21K
+ 39.6%
$225.11 - $247.9 $498K - $548K
7.79K $1.93B
NUE
Nucor Corp

Basic Materials
4.68K
New
$133.3 - $150.33 $624K - $704K
4.68K $634M
GOOGL
Alphabet Inc.

Communication Services
371
+ 4.84%
$174.36 - $254.72 $64.7K - $94.5K
8.04K $1.95B
MSFT
Microsoft Corp

Technology
422
+ 2.71%
$491.09 - $535.64 $207K - $226K
16K $8.28B
ORCL
Oracle Corp

Technology
73
+ 0.94%
$218.96 - $328.33 $16K - $24K
7.8K $2.19B
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.14K
New
$96.22 - $98.19 $495K - $505K
5.14K $504M
VUG
Vanguard Growth ETF

ETFs
194
+ 2.07%
$433.97 - $484.08 $84.2K - $93.9K
9.57K $4.59B
CVS
Cvs Health Corp

Healthcare
6.01K
New
$58.75 - $76.5 $353K - $460K
6.01K $453M
Spdr Series Trust
14.6K
+ 94.03%
N/A
30.1K $863M
GOOG
Alphabet Inc.

Communication Services
171
+ 2.89%
$175.16 - $255.24 $30K - $43.6K
6.1K $1.49B
AMZN
Amazon Com Inc

Consumer Cyclical
1.96K
+ 17.45%
$211.65 - $238.24 $415K - $468K
13.2K $2.9B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.75K
+ 12.57%
$39.8 - $42.86 $269K - $289K
60.4K $2.59B
Lam Research Corp
104
+ 0.96%
N/A
11K $1.47B
ADM
Archer Daniels Midland CO

Consumer Defensive
6.69K
New
$53.54 - $64.21 $358K - $430K
6.69K $400M
ITA
Ishares Tr

ETFs
892
+ 9.56%
$184.73 - $209.26 $165K - $187K
10.2K $2.14B
QQQ
Invesco Qqq Trust, Series 1

ETFs
374
+ 12.75%
$546.99 - $602.2 $205K - $225K
3.31K $1.99B
GM
General Motors CO

Consumer Cyclical
5.48K
New
$48.89 - $61.24 $268K - $336K
5.48K $334M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.87K
+ 5.94%
$42.67 - $46.91 $123K - $135K
51.2K $2.4B
Arista Networks Inc
32
+ 0.44%
N/A
7.33K $1.07B
CVX
Chevron Corp

Energy
25
+ 0.1%
$145.57 - $161.83 $3.64K - $4.05K
24.3K $3.77B
SNPS
Synopsys Inc

Technology
602
New
$387.78 - $645.35 $233K - $389K
602 $297M
MEDP
Medpace Holdings, Inc.

Healthcare
8
+ 0.56%
$308.88 - $514.16 $2.47K - $4.11K
1.43K $733M
OEF
Ishares S&P 100 ETF

ETFs
854
New
N/A
854 $284M
NRG
Nrg Energy, Inc.

Utilities
1.69K
+ 55.03%
$144.77 - $173.91 $245K - $294K
4.76K $771M
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.65K
New
$33.26 - $34.01 $255K - $260K
7.65K $259M
AMGN
Amgen Inc

Healthcare
888
+ 85.38%
$271.18 - $309.22 $241K - $275K
1.93K $544M
JHG
Janus Henderson Group PLC

Financial Services
5.67K
New
$39.46 - $45.37 $224K - $257K
5.67K $253M
DAL
Delta Air Lines, Inc.

Industrials
3.45K
+ 60.75%
$49.0 - $61.97 $169K - $214K
9.14K $519M
LDOS
Leidos Holdings, Inc.

Technology
81
+ 1.13%
$159.2 - $188.96 $12.9K - $15.3K
7.22K $1.36B
KOMP
Spdr S&P Kensho New Economies

ETFs
3.81K
New
$54.38 - $62.69 $207K - $239K
3.81K $237M
CLX
Clorox CO

Consumer Defensive
1.92K
New
$117.67 - $131.43 $226K - $252K
1.92K $236M
MS
Morgan Stanley

Financial Services
1.48K
New
$139.09 - $161.16 $205K - $238K
1.48K $235M
RTX
Raytheon Technologies Corp

Industrials
245
+ 2.76%
$144.19 - $167.33 $35.3K - $41K
9.11K $1.52B
ABBV
Abb Vie Inc.

Healthcare
138
+ 3.23%
$184.85 - $231.54 $25.5K - $32K
4.42K $1.02B
BX
Blackstone Inc.

Financial Services
1.34K
New
$152.77 - $188.68 $204K - $252K
1.34K $228M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.25K
+ 3.74%
$49.43 - $54.52 $62K - $68.4K
34.8K $1.88B
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
111
+ 3.65%
$256.21 - $323.54 $28.4K - $35.9K
3.15K $1.01B
SRLN
Ssga Active Trust

ETFs
5.26K
New
$41.28 - $41.65 $217K - $219K
5.26K $219M
EMHC
Spdr Bloomberg Emerging Market
8.59K
New
$24.31 - $25.33 $209K - $218K
8.59K $216M
INTC
Intel Corp

Technology
6.41K
New
$19.31 - $35.5 $124K - $228K
6.41K $215M
GD
General Dynamics Corp

Industrials
378
+ 22.33%
$293.92 - $341.0 $111K - $129K
2.07K $706M
Linde PLC
442
New
N/A
442 $210M
Activity Summary
Buys All Purchases 142 New Holdings 18 Increased Positions 124 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Global Financial Private Client, LLC Portfolio

Follow Global Financial Private Client, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email