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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
399
+ 3.65%
$70.85 - $76.96 $28.3K - $30.7K
11.3K $861M
UBER
Uber Technologies, Inc

Technology
174
+ 4.83%
$86.91 - $99.57 $15.1K - $17.3K
3.78K $370M
PEP
Pepsico Inc

Consumer Defensive
93
+ 4.48%
$133.81 - $152.16 $12.4K - $14.2K
2.17K $305M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
350
+ 4.11%
$49.09 - $50.58 $17.2K - $17.7K
8.86K $447M
ITOT
Ishares Core S&P Total U.S. St

ETFs
55
+ 3.68%
$135.0 - $146.02 $7.43K - $8.03K
1.55K $226M
IVE
Ishares S&P 500 Value ETF

ETFs
33
+ 2.39%
$194.44 - $206.51 $6.42K - $6.81K
1.41K $291M
VST
Vistra Corp.

Utilities
87
+ 5.13%
$182.0 - $217.92 $15.8K - $19K
1.78K $349M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
219
+ 1.47%
$78.11 - $79.07 $17.1K - $17.3K
15.2K $1.2B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
184
+ 1.04%
$45.72 - $47.27 $8.41K - $8.7K
17.9K $842M
PNC
Pnc Financial Services Group, Inc.

Financial Services
16
+ 1.42%
$185.88 - $207.44 $2.97K - $3.32K
1.14K $229M
BNDX
Vanguard Total International B

ETFs
382
+ 1.16%
$49.0 - $49.51 $18.7K - $18.9K
33.2K $1.64B
F
Ford Motor CO

Consumer Cyclical
201
+ 1.73%
$10.82 - $12.09 $2.17K - $2.43K
11.8K $141M
UNP
Union Pacific Corp

Industrials
19
+ 1.23%
$214.91 - $237.16 $4.08K - $4.51K
1.57K $370M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
98
+ 1.2%
$76.16 - $78.59 $7.46K - $7.7K
8.26K $645M
Ssga Active Tr
440
+ 5.06%
N/A
9.13K $226M
XLB
Select Sector Spdr Fd Material

ETFs
4
+ 0.06%
$86.72 - $92.61 $347 - $370
6.63K $594M
JEPI
J P Morgan Exchange Traded Fd

ETFs
189
+ 3.69%
$55.61 - $57.37 $10.5K - $10.8K
5.32K $304M
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.57%
$250.62 - $279.43 $1.25K - $1.4K
884 $247M
CRWD
Crowd Strike Holdings, Inc.

Technology
55
+ 5.58%
$412.46 - $514.1 $22.7K - $28.3K
1.04K $510M
DHR
Danaher Corp

Healthcare
36
+ 3.17%
$181.46 - $212.2 $6.53K - $7.64K
1.17K $232M
TMUS
T Mobile Us, Inc.

Communication Services
27
+ 3.01%
$226.02 - $259.01 $6.1K - $6.99K
924 $221M
AXON
Axon Enterprise, Inc.

Industrials
48
+ 19.35%
$698.02 - $870.97 $33.5K - $41.8K
296 $212M
CHWY
Chewy, Inc.

Consumer Cyclical
472
+ 8.25%
$34.27 - $42.33 $16.2K - $20K
6.19K $250M
APO
Apollo Global Management, Inc.

Financial Services
226
+ 8.25%
$131.55 - $156.05 $29.7K - $35.3K
2.96K $395M
PANW
Palo Alto Networks Inc

Technology
59
+ 1.06%
$167.06 - $208.19 $9.86K - $12.3K
5.65K $1.15B
ABT
Abbott Laboratories

Healthcare
79
+ 3.31%
$120.51 - $136.62 $9.52K - $10.8K
2.47K $331M
SCI
Service Corp International

Consumer Cyclical
12
+ 0.48%
$75.63 - $83.25 $908 - $999
2.53K $211M
NDAQ
Nasdaq, Inc.

Financial Services
185
+ 1.53%
$86.73 - $96.94 $16K - $17.9K
12.3K $1.09B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
11
+ 0.16%
$50.85 - $51.35 $559 - $565
6.97K $357M
DE
Deere & CO

Industrials
43
+ 8.94%
$457.26 - $524.37 $19.7K - $22.5K
524 $240M
WM
Waste Management Inc

Industrials
28
+ 1.97%
$213.88 - $237.1 $5.99K - $6.64K
1.45K $320M
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 4.23%
$915.95 - $994.57 $11.9K - $12.9K
320 $296M
LLY
Eli Lilly & CO

Healthcare
23
+ 1.47%
$625.65 - $812.69 $14.4K - $18.7K
1.59K $1.21B
EOG
Eog Resources Inc

Energy
369
+ 5.42%
$112.12 - $126.1 $41.4K - $46.5K
7.18K $805M
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.43%
$255.35 - $282.87 $1.02K - $1.13K
937 $244M
INTU
Intuit Inc

Technology
18
+ 6.47%
$646.03 - $807.39 $11.6K - $14.5K
296 $202M
KO
Coca Cola CO

Consumer Defensive
207
+ 2.7%
$65.67 - $71.67 $13.6K - $14.8K
7.86K $521M
NFLX
Netflix Inc

Communication Services
1
+ 0.6%
$1147.87 - $1297.18 $1.15K - $1.3K
168 $201M
PG
Procter & Gamble CO

Consumer Defensive
24
+ 0.17%
$150.47 - $161.22 $3.61K - $3.87K
14K $2.16B
CL
Colgate Palmolive CO

Consumer Defensive
4
+ 0.05%
$79.36 - $93.33 $317 - $373
8.6K $688M
FTNT
Fortinet, Inc.

Technology
579
+ 4.84%
$74.39 - $107.65 $43.1K - $62.3K
12.5K $1.05B
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
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