Global Financial Private Client, LLC Incresed Positions in Q4 2025

Global Financial Private Client, LLC

  • $285 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.7K
+ 29.25%
$42.26 - $44.28 $747K - $783K
78.1K $3.47B
MRK
Merck & Co., Inc.

Healthcare
181
+ 0.53%
$82.49 - $92.93 $14.9K - $16.8K
34.3K $3.61B
GOOGL
Alphabet Inc.

Communication Services
54
+ 0.67%
$236.57 - $291.31 $12.8K - $15.7K
8.09K $2.53B
AMGN
Amgen Inc

Healthcare
1.4K
+ 72.82%
$290.13 - $341.71 $407K - $480K
3.33K $1.09B
LLY
Eli Lilly & CO

Healthcare
40
+ 2.52%
$799.57 - $1025.28 $32K - $41K
1.63K $1.75B
MS
Morgan Stanley

Financial Services
2.87K
+ 194.11%
$151.86 - $169.92 $435K - $487K
4.34K $771M
GOOG
Alphabet Inc.

Communication Services
22
+ 0.36%
$237.49 - $291.74 $5.22K - $6.42K
6.12K $1.92B
Lam Research Corp
52
+ 0.47%
N/A
11K $1.89B
CSCO
Cisco Systems, Inc.

Technology
454
+ 1.05%
$67.46 - $78.0 $30.6K - $35.4K
43.7K $3.36B
T
At&T Inc.

Communication Services
14.5K
+ 126.53%
$24.44 - $27.55 $355K - $400K
26K $646M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
4.3K
+ 23.49%
$71.59 - $75.6 $308K - $325K
22.6K $1.65B
BK
Bank Of New York Mellon Corp

Financial Services
948
+ 3.61%
$104.54 - $112.64 $99.1K - $107K
27.2K $3.16B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
2.03K
+ 3.27%
$58.76 - $62.27 $119K - $126K
64.1K $3.99B
JHG
Janus Henderson Group PLC

Financial Services
5.39K
+ 94.94%
$41.13 - $46.35 $222K - $250K
11.1K $526M
CAT
Caterpillar Inc

Industrials
10
+ 0.39%
$480.82 - $585.49 $4.81K - $5.85K
2.57K $1.47B
CVS
Cvs Health Corp

Healthcare
2.76K
+ 45.9%
$76.69 - $83.04 $212K - $229K
8.77K $696M
AMZN
Amazon Com Inc

Consumer Cyclical
399
+ 3.02%
$213.04 - $254.0 $85K - $101K
13.6K $3.14B
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
8.68K
+ 66.41%
$25.94 - $26.36 $225K - $229K
21.8K $564M
Ge Vernova Inc
39
+ 0.87%
N/A
4.55K $2.97B
WMT
Walmart Inc.

Consumer Defensive
81
+ 0.36%
$101.18 - $109.03 $8.2K - $8.83K
22.4K $2.5B
ABBV
Abb Vie Inc.

Healthcare
853
+ 19.32%
$211.96 - $244.38 $181K - $208K
5.27K $1.2B
RTX
Raytheon Technologies Corp

Industrials
116
+ 1.27%
$157.0 - $179.44 $18.2K - $20.8K
9.23K $1.69B
MEDP
Medpace Holdings, Inc.

Healthcare
146
+ 10.24%
$501.22 - $605.2 $73.2K - $88.4K
1.57K $883M
NUE
Nucor Corp

Basic Materials
103
+ 2.2%
$131.78 - $154.43 $13.6K - $15.9K
4.79K $781M
XLV
Select Sector Spdr Fund Health

ETFs
61
+ 0.71%
$141.95 - $152.82 $8.66K - $9.32K
8.71K $1.35B
BAC
Bank Of America Corp

Financial Services
96
+ 0.24%
$48.65 - $54.11 $4.67K - $5.19K
39.7K $2.19B
NDAQ
Nasdaq, Inc.

Financial Services
261
+ 2.12%
$85.42 - $91.4 $22.3K - $23.9K
12.6K $1.22B
DFAI
Dimensional ETF Tr

ETFs
1.65K
+ 4.41%
$35.82 - $37.52 $58.9K - $61.7K
39K $1.49B
GILD
Gilead Sciences, Inc.

Healthcare
261
+ 3.2%
$110.56 - $125.2 $28.9K - $32.7K
8.42K $1.03B
GM
General Motors CO

Consumer Cyclical
94
+ 1.72%
$55.35 - $71.89 $5.2K - $6.76K
5.57K $453M
JPM
Jpmorgan Chase & CO

Financial Services
77
+ 0.59%
$294.11 - $320.41 $22.6K - $24.7K
13.2K $4.24B
GLD
Spdr Gold Trust

ETFs
10
+ 0.38%
$354.79 - $403.15 $3.55K - $4.03K
2.63K $1.04B
IAU
Ishares Gold Trust

ETFs
55
+ 0.47%
$72.65 - $82.5 $4K - $4.54K
11.9K $964M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.08K
+ 4.06%
$45.45 - $48.31 $94.4K - $100K
53.3K $2.49B
UGI
Ugi Corp

Utilities
19
+ 0.09%
$31.75 - $34.96 $603 - $664
20.6K $771M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
74
+ 0.14%
$54.27 - $56.85 $4.02K - $4.21K
53.7K $3.05B
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.59%
$744.6 - $838.97 $3.72K - $4.19K
854 $751M
GLW
Corning Inc

Technology
570
+ 15.54%
$82.06 - $90.29 $46.8K - $51.5K
4.24K $371M
FSLR
First Solar, Inc.

Technology
23
+ 1.55%
$223.36 - $277.39 $5.14K - $6.38K
1.5K $393M
NVDA
Nvidia Corp

Technology
361
+ 1.42%
$179.83 - $207.04 $64.9K - $74.7K
25.7K $4.8B
AXP
American Express CO

Financial Services
10
+ 0.8%
$316.26 - $372.77 $3.16K - $3.73K
1.26K $465M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
2.47K
+ 23.35%
$22.7 - $23.59 $56.1K - $58.3K
13K $295M
JNJ
Johnson & Johnson

Healthcare
36
+ 1.83%
$185.98 - $199.58 $6.7K - $7.18K
2K $414M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.12%
$589.5 - $635.77 $2.36K - $2.54K
3.31K $2.03B
SPMD
Spdr Portfolio

ETFs
654
+ 4.66%
$55.44 - $58.05 $36.3K - $38K
14.7K $851M
Ishares Bitcoin Trust ETF
2.55K
+ 48.63%
N/A
7.78K $386M
RSP
Invesco S&P 500 Equal Weight E

ETFs
64
+ 0.37%
$185.12 - $192.11 $11.8K - $12.3K
17.5K $3.36B
AVGO
Broadcom Inc.

Technology
54
+ 3.36%
$324.63 - $385.98 $17.5K - $20.8K
1.66K $575M
COF
Capital One Financial Corp

Financial Services
7
+ 0.49%
$201.01 - $225.01 $1.41K - $1.58K
1.43K $346M
Activity Summary
Buys All Purchases 123 New Holdings 11 Increased Positions 112 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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