Global Financial Private Client, LLC Purchases in Q2 2025

Global Financial Private Client, LLC

  • $267 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTWO
Vanguard Russell 2000 ETF

ETFs
163
+ 0.48%
$70.56 - $87.22 $11.5K - $14.2K
34K $2.96B
KR
Kroger CO

Consumer Defensive
2.3K
+ 13.52%
$64.62 - $74.0 $148K - $170K
19.3K $1.38B
PLTR
Palantir Technologies Inc.

Technology
148
+ 3.63%
$74.01 - $144.25 $11K - $21.3K
4.23K $576M
BAC
Bank Of America Corp

Financial Services
35
+ 0.09%
$34.39 - $47.46 $1.2K - $1.66K
40.8K $1.93B
Ssga Active Tr
8.85K
+ 49.95%
N/A
26.6K $662M
IGV
Ishares Expanded Tech Software

ETFs
87
+ 0.82%
$80.15 - $109.5 $6.97K - $9.53K
10.6K $1.16B
RWX
Spdr Dow Jones International R

ETFs
8.22K
New
$23.06 - $27.4 $189K - $225K
8.22K $225M
RWR
Spdr Dow Jones Reit ETF

ETFs
2.3K
New
$86.33 - $99.71 $199K - $230K
2.3K $222M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
162
+ 2.99%
$171.4 - $227.1 $27.8K - $36.8K
5.58K $1.27B
GOOGL
Alphabet Inc.

Communication Services
326
+ 4.44%
$144.7 - $178.6 $47.2K - $58.2K
7.67K $1.35B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.49K
+ 37.58%
$35.35 - $42.68 $159K - $191K
16.4K $700M
ABBV
Abb Vie Inc.

Healthcare
1.46K
+ 51.81%
$170.16 - $206.27 $248K - $301K
4.28K $794M
DAL
Delta Air Lines, Inc.

Industrials
3.89K
+ 216.24%
$35.88 - $52.99 $140K - $206K
5.69K $280M
IEMG
Ishares Inc

ETFs
3.11K
+ 160.35%
N/A
5.06K $304M
GE
General Electric CO

Industrials
249
+ 10.89%
$166.81 - $257.39 $41.5K - $64.1K
2.54K $652M
AVGO
Broadcom Inc.

Technology
217
+ 18.27%
$146.29 - $275.65 $31.7K - $59.8K
1.41K $387M
COF
Capital One Financial Corp

Financial Services
744
+ 108.14%
$150.57 - $212.76 $112K - $158K
1.43K $305M
CRWD
Crowd Strike Holdings, Inc.

Technology
76
+ 8.36%
$321.63 - $509.31 $24.4K - $38.7K
985 $502M
NDAQ
Nasdaq, Inc.

Financial Services
219
+ 1.84%
$66.4 - $89.42 $14.5K - $19.6K
12.1K $1.08B
BA
Boeing CO

Industrials
141
+ 3.67%
$136.59 - $217.51 $19.3K - $30.7K
3.99K $835M
DFAI
Dimensional ETF Tr

ETFs
1.87K
+ 5.55%
$28.02 - $34.71 $52.3K - $64.8K
35.5K $1.23B
LDOS
Leidos Holdings, Inc.

Technology
52
+ 0.73%
$132.9 - $160.3 $6.91K - $8.34K
7.14K $1.13B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
2.83K
+ 37.83%
$47.29 - $53.34 $134K - $151K
10.3K $543M
IWM
Ishares Russell 2000 ETF

ETFs
413
+ 9.74%
$174.82 - $215.79 $72.2K - $89.1K
4.66K $1B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.21K
+ 6.43%
$24.38 - $30.18 $53.9K - $66.7K
36.6K $1.1B
SOFI
So Fi Technologies, Inc.

Financial Services
3.51K
+ 25.4%
$9.5 - $18.21 $33.3K - $63.9K
17.3K $315M
XLP
Consumer Staples Sector Spdr

ETFs
1.91K
+ 46.57%
N/A
6K $485M
SPYG
Spdr Portfolio

ETFs
797
+ 16.31%
$71.83 - $95.32 $57.2K - $76K
5.69K $542M
AXON
Axon Enterprise, Inc.

Industrials
136
+ 121.43%
$497.13 - $827.94 $67.6K - $113K
248 $205M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
81
+ 0.75%
$57.46 - $75.58 $4.65K - $6.12K
10.9K $826M
VST
Vistra Corp.

Utilities
76
+ 4.69%
$98.07 - $195.04 $7.45K - $14.8K
1.7K $329M
QUAL
Ishares Msci Usa Quality Facto

ETFs
60
+ 0.56%
$152.42 - $182.82 $9.15K - $11K
10.7K $1.96B
EFV
Msci Eafe Value ETF

ETFs
1.89K
+ 54.52%
$52.4 - $64.65 $99.2K - $122K
5.37K $341M
Ssga Active Tr
5.05K
+ 38.36%
N/A
18.2K $450M
Ssga Active Tr
5.06K
+ 38.54%
N/A
18.2K $449M
GOOG
Alphabet Inc.

Communication Services
18
+ 0.3%
$146.58 - $180.01 $2.64K - $3.24K
5.93K $1.05B
UBER
Uber Technologies, Inc

Technology
724
+ 25.12%
$64.62 - $93.3 $46.8K - $67.5K
3.61K $336M
FTNT
Fortinet, Inc.

Technology
138
+ 1.17%
$84.71 - $108.69 $11.7K - $15K
12K $1.26B
VOX
Vanguard Communication Service

ETFs
330
+ 12.48%
$133.12 - $171.03 $43.9K - $56.4K
2.98K $509M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
70
+ 0.41%
$55.73 - $68.72 $3.9K - $4.81K
17.3K $1.19B
Ishares Bitcoin Trust ETF
975
+ 24.95%
N/A
4.88K $299M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
5.1K
+ 20.67%
$21.37 - $22.67 $109K - $116K
29.8K $673M
SPMD
Spdr Portfolio

ETFs
1.43K
+ 13.29%
$44.89 - $54.38 $64.2K - $77.8K
12.2K $663M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.85K
+ 7.86%
$47.46 - $55.3 $87.7K - $102K
25.4K $1.4B
NFLX
Netflix Inc

Communication Services
37
+ 28.46%
$855.86 - $1339.13 $31.7K - $49.5K
167 $224M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
661
+ 4.54%
$28.98 - $37.18 $19.2K - $24.6K
15.2K $565M
IVW
Ishares S&P 500 Growth ETF

ETFs
416
+ 13.25%
$82.96 - $110.1 $34.5K - $45.8K
3.56K $392M
ZION
Zions Bancorporation, National Association

Financial Services
561
+ 1.65%
$41.39 - $51.94 $23.2K - $29.1K
34.6K $1.8B
GLW
Corning Inc

Technology
1.48K
+ 47.2%
$39.07 - $52.59 $57.9K - $77.9K
4.62K $243M
Activity Summary
Buys All Purchases 155 New Holdings 10 Increased Positions 145 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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