Global Financial Private Client, LLC Purchases in Q3 2024

Global Financial Private Client, LLC

  • $257 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BLDR
Builders First Source, Inc.

Industrials
12
+ 0.45%
$132.6 - $201.83 $1.59K - $2.42K
2.69K $522M
PG
Procter & Gamble CO

Consumer Defensive
159
+ 1.21%
$160.76 - $177.82 $25.6K - $28.3K
13.4K $2.31B
AMZN
Amazon Com Inc

Consumer Cyclical
968
+ 14.02%
$161.02 - $200.0 $156K - $194K
7.87K $1.47B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
109
+ 0.35%
$41.9 - $48.26 $4.57K - $5.26K
31.2K $1.49B
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
3.72K
+ 14.74%
$25.19 - $26.77 $93.8K - $99.7K
29K $771M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
1.58K
+ 6.18%
$19.62 - $23.55 $31.1K - $37.3K
27.2K $634M
VST
Vistra Corp.

Utilities
981
New
$69.0 - $119.06 $67.7K - $117K
981 $116M
JPM
Jpmorgan Chase & CO

Financial Services
249
+ 3.47%
$194.9 - $224.8 $48.5K - $56K
7.43K $1.57B
EFV
Msci Eafe Value ETF

ETFs
1.76K
+ 72.08%
$51.72 - $57.96 $91.1K - $102K
4.2K $242M
MSFT
Microsoft Corp

Technology
836
+ 5.55%
$395.15 - $467.56 $330K - $391K
15.9K $6.84B
LMT
Lockheed Martin Corp

Industrials
27
+ 3.57%
$460.3 - $584.56 $12.4K - $15.8K
783 $458M
ABBV
Abb Vie Inc.

Healthcare
196
+ 7.76%
$163.84 - $199.33 $32.1K - $39.1K
2.72K $538M
KO
Coca Cola CO

Consumer Defensive
615
+ 8.73%
$62.69 - $73.01 $38.6K - $44.9K
7.66K $550M
AVGO
Broadcom Inc.

Technology
1.09K
+ 1696.88%
$136.27 - $1745.86 $148K - $1.9M
1.15K $198M
SHOP
Shopify Inc.

Technology
659
+ 24.33%
$52.26 - $80.75 $34.4K - $53.2K
3.37K $270M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.37K
+ 583.39%
$24.86 - $26.33 $83.8K - $88.8K
3.95K $103M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
49
+ 0.2%
$53.41 - $57.9 $2.62K - $2.84K
24.3K $1.4B
LLY
Eli Lilly & CO

Healthcare
131
+ 7.96%
$772.14 - $960.02 $101K - $126K
1.78K $1.57B
NFLX
Netflix Inc

Communication Services
114
+ 393.1%
$598.55 - $722.26 $68.2K - $82.3K
143 $101M
NEE
Nextera Energy Inc

Utilities
568
+ 24.39%
$69.9 - $84.97 $39.7K - $48.3K
2.9K $245M
MA
Mastercard Inc

Financial Services
89
+ 13.53%
$429.6 - $500.99 $38.2K - $44.6K
747 $369M
TJX
Tjx Companies Inc

Consumer Cyclical
486
+ 19.23%
$107.93 - $120.23 $52.5K - $58.4K
3.01K $354M
GE
General Electric CO

Industrials
87
+ 4.34%
$156.66 - $189.66 $13.6K - $16.5K
2.09K $394M
GS
Goldman Sachs Group Inc

Financial Services
88
+ 12.14%
$459.02 - $510.25 $40.4K - $44.9K
813 $403M
COST
Costco Wholesale Corp

Consumer Defensive
73
+ 34.6%
$801.83 - $917.05 $58.5K - $66.9K
284 $252M
TXN
Texas Instruments Inc

Technology
111
+ 2.77%
$194.6 - $194.6 $21.6K - $21.6K
4.12K $850M
CB
Chubb LTD

Financial Services
21
+ 1.11%
$252.51 - $292.2 $5.3K - $6.14K
1.92K $554M
BMY
Bristol Myers Squibb CO

Healthcare
1.03K
+ 66.24%
$39.66 - $51.75 $40.9K - $53.4K
2.59K $134M
ABT
Abbott Laboratories

Healthcare
437
+ 23.49%
$100.07 - $118.13 $43.7K - $51.6K
2.3K $262M
GLW
Corning Inc

Technology
1.27K
+ 71.91%
$37.76 - $46.2 $48K - $58.7K
3.04K $137M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
977
+ 9.0%
$44.83 - $47.42 $43.8K - $46.3K
11.8K $557M
Ishares Bitcoin Trust ETF
1.65K
+ 74.33%
N/A
3.86K $139M
PM
Philip Morris International Inc.

Consumer Defensive
380
+ 44.24%
$101.25 - $127.45 $38.5K - $48.4K
1.24K $150M
BX
Blackstone Inc.

Financial Services
180
+ 15.76%
$120.77 - $159.66 $21.7K - $28.7K
1.32K $202M
PEP
Pepsico Inc

Consumer Defensive
9
+ 0.08%
$161.9 - $179.3 $1.46K - $1.61K
11.5K $1.96B
IPAC
Ishares Tr Ishares Core Msci P

ETFs
34
+ 0.33%
$57.83 - $67.29 $1.97K - $2.29K
10.5K $698M
XOM
Exxon Mobil Corp

Energy
131
+ 0.65%
$109.72 - $119.0 $14.4K - $15.6K
20.2K $2.37B
DHI
Horton D R Inc

Consumer Cyclical
50
+ 5.19%
$135.21 - $197.06 $6.76K - $9.85K
1.01K $193M
WMB
Williams Companies, Inc.

Energy
1.23K
+ 707.47%
$41.24 - $46.22 $50.8K - $56.9K
1.41K $64.1M
UNP
Union Pacific Corp

Industrials
113
+ 8.04%
$221.78 - $256.09 $25.1K - $28.9K
1.52K $374M
AMGN
Amgen Inc

Healthcare
120
+ 7.37%
$309.38 - $337.38 $37.1K - $40.5K
1.75K $563M
AMD
Advanced Micro Devices Inc

Technology
330
+ 234.04%
$128.67 - $183.96 $42.5K - $60.7K
471 $77.3M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
8
+ 0.09%
$90.87 - $102.43 $727 - $819
8.6K $850M
TMUS
T Mobile Us, Inc.

Communication Services
151
+ 21.03%
$175.14 - $206.36 $26.4K - $31.2K
869 $179M
TMO
Thermo Fisher Scientific Inc.

Healthcare
67
+ 42.41%
$531.86 - $624.21 $35.6K - $41.8K
225 $139M
AXP
American Express CO

Financial Services
27
+ 2.43%
$225.92 - $271.17 $6.1K - $7.32K
1.14K $309M
PNC
Pnc Financial Services Group, Inc.

Financial Services
119
+ 12.13%
$156.14 - $187.2 $18.6K - $22.3K
1.1K $203M
C
Citigroup Inc

Financial Services
800
New
$56.11 - $67.61 $44.9K - $54.1K
800 $50.1M
T
At&T Inc.

Communication Services
758
+ 6.63%
$18.21 - $22.28 $13.8K - $16.9K
12.2K $268M
Activity Summary
Buys All Purchases 404 New Holdings 146 Increased Positions 258 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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