Global Financial Private Client, LLC Purchases in Q1 2025

Global Financial Private Client, LLC

  • $262 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
83
+ 296.43%
$45.92 - $47.58 $3.81K - $3.95K
111 $5.27M
QCOM
Qualcomm Inc

Technology
26
+ 0.34%
$151.94 - $175.86 $3.95K - $4.57K
7.77K $1.19B
CMCSA
Comcast Corp

Communication Services
161
+ 5.08%
$33.19 - $38.23 $5.34K - $6.16K
3.33K $123M
WSO
Watsco Inc

Industrials
4
+ 8.16%
$463.86 - $530.75 $1.86K - $2.12K
53 $26.9M
HWM
Howmet Aerospace Inc.

Industrials
27
+ 270.0%
$110.79 - $139.39 $2.99K - $3.76K
37 $4.8M
SHW
Sherwin Williams CO

Basic Materials
10
+ 43.48%
$330.16 - $365.55 $3.3K - $3.66K
33 $11.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
9
+ 4.19%
$283.24 - $338.07 $2.55K - $3.04K
224 $66.1M
NSC
Norfolk Southern Corp

Industrials
12
+ 3.0%
$227.69 - $259.76 $2.73K - $3.12K
412 $97.6M
BDX
Becton Dickinson & CO

Healthcare
16
+ 123.08%
$222.79 - $249.08 $3.56K - $3.99K
29 $6.64M
IEX
Idex Corp

Industrials
23
+ 127.78%
$178.23 - $224.31 $4.1K - $5.16K
41 $7.42M
GWW
W.W. Grainger, Inc.

Industrials
4
+ 80.0%
$953.54 - $1132.42 $3.81K - $4.53K
9 $8.89M
DOCU
Docusign, Inc.

Technology
44
+ 2200.0%
$74.7 - $97.7 $3.29K - $4.3K
46 $3.74M
TRGP
Targa Resources Corp.

Energy
17
+ 242.86%
$178.44 - $217.22 $3.03K - $3.69K
24 $4.81M
KMI
Kinder Morgan, Inc.

Energy
122
+ 244.0%
$26.1 - $31.22 $3.18K - $3.81K
172 $4.91M
BKR
Baker Hughes CO

Energy
69
+ 42.86%
$41.16 - $48.85 $2.84K - $3.37K
230 $10.1M
SYK
Stryker Corp

Healthcare
8
+ 18.6%
$355.18 - $399.9 $2.84K - $3.2K
51 $19M
ADBE
Adobe Inc.

Technology
14
+ 45.16%
$377.84 - $464.11 $5.29K - $6.5K
45 $17.3M
MU
Micron Technology Inc

Technology
25
+ 5.27%
$86.89 - $109.38 $2.17K - $2.73K
499 $43.4M
HOOD
Robinhood Markets, Inc.

Technology
77
+ 248.39%
$35.63 - $65.28 $2.74K - $5.03K
108 $4.5M
SJM
J M Smucker CO

Consumer Defensive
10
+ 3.86%
$100.41 - $118.41 $1K - $1.18K
269 $32M
CCL
Carnival Corp

Consumer Cyclical
178
+ 593.33%
$19.08 - $28.49 $3.4K - $5.07K
208 $4.06M
WHD
Cactus, Inc.

Energy
73
+ 2433.33%
$43.48 - $63.78 $3.17K - $4.66K
76 $3.48M
TDY
Teledyne Technologies Inc

Technology
4
+ 10.26%
$455.51 - $518.84 $1.82K - $2.08K
43 $21.4M
CHE
Chemed Corp

Healthcare
3
+ 17.65%
$521.84 - $615.32 $1.57K - $1.85K
20 $12.3M
BR
Broadridge Financial Solutions, Inc.

Technology
9
+ 13.24%
$221.46 - $244.83 $1.99K - $2.2K
77 $18.7M
HLI
Houlihan Lokey, Inc.

Financial Services
35
+ 17.77%
$154.43 - $187.4 $5.41K - $6.56K
232 $37.5M
GD
General Dynamics Corp

Industrials
10
+ 17.86%
$241.94 - $272.58 $2.42K - $2.73K
66 $18M
MCK
Mckesson Corp

Healthcare
4
+ 80.0%
$566.21 - $672.99 $2.26K - $2.69K
9 $6.06M
Corpay Inc Com Shs
9
+ 150.0%
N/A
15 $5.23M
ZTS
Zoetis Inc.

Healthcare
15
+ 3.59%
$156.48 - $175.67 $2.35K - $2.64K
433 $71.3M
SITE
Site One Landscape Supply, Inc.

Industrials
26
+ 1300.0%
$120.25 - $147.7 $3.13K - $3.84K
28 $3.4M
RS
Reliance Steel & Aluminum CO

Basic Materials
9
+ 33.33%
$266.61 - $302.66 $2.4K - $2.72K
36 $10.4M
AWK
American Water Works Company, Inc.

Utilities
8
+ 9.64%
$121.01 - $149.31 $968 - $1.19K
91 $13.4M
BLD
Top Build Corp

Industrials
10
+ 500.0%
$295.17 - $354.82 $2.95K - $3.55K
12 $3.66M
CSL
Carlisle Companies Inc

Industrials
9
+ 450.0%
$326.43 - $408.24 $2.94K - $3.67K
11 $3.75M
EBAY
Ebay Inc

Consumer Cyclical
40
+ 78.43%
$61.61 - $70.93 $2.46K - $2.84K
91 $6.16M
ABNB
Airbnb, Inc.

Consumer Cyclical
25
+ 1250.0%
$119.38 - $161.42 $2.98K - $4.04K
27 $3.23M
Ferguson Enterprises Inc Common Stock New
19
+ 271.43%
N/A
26 $4.17M
HEIA
Heico Crp Cl A
4
+ 4.76%
N/A
88 $18.6M
ROL
Rollins Inc

Consumer Cyclical
30
+ 17.86%
$45.65 - $54.03 $1.37K - $1.62K
198 $10.7M
URI
United Rentals, Inc.

Industrials
5
+ 166.67%
$594.17 - $789.56 $2.97K - $3.95K
8 $5.01M
CBOE
Cboe Global Markets, Inc.

Financial Services
12
+ 240.0%
$190.84 - $226.29 $2.29K - $2.72K
17 $3.85M
Kenvue Inc Com
53
+ 8.95%
N/A
645 $15.5M
DASH
Door Dash, Inc.

Communication Services
15
+ 300.0%
$168.37 - $213.38 $2.53K - $3.2K
20 $3.66M
VEEV
Veeva Systems Inc

Healthcare
8
+ 18.18%
$210.58 - $246.8 $1.68K - $1.97K
52 $12M
TSCO
Tractor Supply CO

Consumer Cyclical
39
+ 12.38%
$51.66 - $57.94 $2.01K - $2.26K
354 $19.5M
NRG
Nrg Energy, Inc.

Utilities
28
+ 127.27%
$84.82 - $113.33 $2.37K - $3.17K
50 $4.77M
CME
Cme Group Inc.

Financial Services
10
+ 250.0%
$225.82 - $266.54 $2.26K - $2.67K
14 $3.71M
HEI
Heico Corp

Industrials
4
+ 6.9%
$219.6 - $270.85 $878 - $1.08K
62 $16.6M
Activity Summary
Buys All Purchases 1303 New Holdings 52 Increased Positions 1251 Sells All Sells 147 Reductions 145 Sold out 2 Options Calls 0 Puts 0
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