Global Financial Private Client, LLC Incresed Positions in Q4 2024

Global Financial Private Client, LLC

  • $267 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
112
+ 0.16%
$221.69 - $259.02 $24.8K - $29K
71.7K $18B
WMT
Walmart Inc.

Consumer Defensive
11.4K
+ 139.57%
$79.1 - $95.7 $900K - $1.09M
19.5K $1.76B
VTI
Vanguard Total Stock Market Et

ETFs
3.61K
+ 668.83%
$280.04 - $302.45 $1.01M - $1.09M
4.14K $1.2B
JPM
Jpmorgan Chase & CO

Financial Services
1.96K
+ 26.35%
$205.18 - $250.29 $402K - $490K
9.38K $2.25B
ETR
Entergy Corp

Utilities
13.6K
+ 185.75%
$73.19 - $156.4 $998K - $2.13M
21K $1.59B
CSCO
Cisco Systems, Inc.

Technology
7.47K
+ 26.8%
$52.45 - $60.02 $392K - $448K
35.3K $2.09B
DAL
Delta Air Lines, Inc.

Industrials
9.56K
+ 561.96%
$47.46 - $65.77 $454K - $629K
11.3K $681M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.71K
+ 20.67%
$172.07 - $207.36 $294K - $354K
9.96K $1.97B
GILD
Gilead Sciences, Inc.

Healthcare
5.61K
+ 1222.0%
$83.95 - $97.9 $471K - $549K
6.07K $561M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.98K
+ 37.85%
$198.04 - $221.51 $391K - $438K
7.2K $1.51B
IBM
International Business Machines Corp

Technology
2.09K
+ 24.45%
$204.9 - $238.04 $427K - $497K
10.6K $2.33B
DIS
Walt Disney CO

Communication Services
1.22K
+ 7.01%
$92.39 - $117.6 $113K - $143K
18.6K $2.07B
IGV
Ishares Expanded Tech Software

ETFs
3.15K
+ 42.45%
$87.5 - $110.17 $275K - $347K
10.6K $1.06B
STT
State Street Corp

Financial Services
2.52K
+ 18.19%
$85.96 - $100.78 $217K - $254K
16.4K $1.61B
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.61K
+ 78.7%
$94.77 - $97.36 $342K - $351K
8.19K $782M
BK
Bank Of New York Mellon Corp

Financial Services
2.71K
+ 11.8%
$70.82 - $81.87 $192K - $221K
25.6K $1.97B
NVDA
Nvidia Corp

Technology
382
+ 1.95%
$117.0 - $148.88 $44.7K - $56.9K
19.9K $2.68B
XLC
Select Sector Spdr Tr Communic

ETFs
2.43K
+ 27.39%
$89.66 - $102.16 $217K - $248K
11.3K $1.09B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.34K
+ 34.36%
$170.03 - $192.78 $229K - $259K
5.26K $972M
ADP
Automatic Data Processing Inc

Industrials
696
+ 17.47%
$280.08 - $307.97 $195K - $214K
4.68K $1.37B
META
Meta Platforms, Inc.

Communication Services
360
+ 9.73%
$554.08 - $632.68 $199K - $228K
4.06K $2.38B
ZION
Zions Bancorporation, National Association

Financial Services
429
+ 1.3%
$45.62 - $61.73 $19.6K - $26.5K
33.5K $1.82B
VCR
Vanguard Consumer Discretionar

ETFs
135
+ 2.57%
$328.51 - $401.37 $44.3K - $54.2K
5.39K $2.02B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.96K
+ 38.48%
$58.39 - $67.04 $173K - $198K
10.6K $675M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4.56K
+ 146.57%
$48.17 - $53.38 $220K - $243K
7.67K $374M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.37K
+ 17.83%
$80.13 - $83.77 $270K - $283K
22.3K $1.79B
D
Dominion Energy, Inc

Utilities
4.67K
+ 37.61%
$52.63 - $60.92 $246K - $285K
17.1K $921M
KCE
Spdr S&P Capital Markets ETF

ETFs
687
+ 8.94%
$124.2 - $148.51 $85.3K - $102K
8.37K $1.15B
IGM
Ishares Expanded Tech Sector E

ETFs
1.32K
+ 14.03%
$94.19 - $106.95 $124K - $141K
10.7K $1.09B
HYLB
Xtrackers Usd High Yield Corp

ETFs
5.4K
+ 55.52%
$35.95 - $36.76 $194K - $198K
15.1K $545M
NDAQ
Nasdaq, Inc.

Financial Services
1.71K
+ 16.42%
$70.87 - $83.05 $121K - $142K
12.1K $937M
GOOGL
Alphabet Inc.

Communication Services
43
+ 0.63%
$161.86 - $196.66 $6.96K - $8.46K
6.83K $1.29B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.59K
+ 25.26%
$91.29 - $91.8 $145K - $146K
7.89K $721M
RJF
Raymond James Financial Inc

Financial Services
6
+ 0.14%
$123.0 - $170.1 $738 - $1.02K
4.29K $666M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.12K
+ 2.32%
$51.31 - $55.61 $57.7K - $62.5K
49.6K $2.65B
BNDX
Vanguard Total International B

ETFs
3.54K
+ 12.14%
$48.91 - $50.61 $173K - $179K
32.7K $1.6B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
9
+ 0.36%
$173.13 - $258.09 $1.56K - $2.32K
2.52K $581M
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.21K
+ 95.03%
$32.65 - $33.68 $137K - $142K
8.63K $283M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.97K
+ 31.85%
$74.5 - $78.37 $147K - $154K
8.14K $609M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.66K
+ 53.08%
$40.06 - $45.21 $146K - $165K
10.5K $429M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.22K
+ 992.68%
$77.25 - $91.3 $94.3K - $111K
1.34K $115M
XLF
Financial Sector Spdr

ETFs
799
+ 3.78%
$44.89 - $51.34 $35.9K - $41K
21.9K $1.06B
VOX
Vanguard Communication Service

ETFs
445
+ 20.23%
$144.31 - $163.57 $64.2K - $72.8K
2.65K $410M
IAU
Ishares Gold Trust

ETFs
1.76K
+ 19.56%
$48.37 - $52.65 $85.3K - $92.8K
10.8K $534M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.92K
+ 15.37%
$20.6 - $20.71 $80.8K - $81.2K
29.4K $607M
KR
Kroger CO

Consumer Defensive
240
+ 1.44%
$55.21 - $63.3 $13.3K - $15.2K
16.9K $1.03B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.1K
+ 15.18%
$19.38 - $19.58 $79.5K - $80.3K
31.1K $604M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.07%
$481.22 - $538.17 $962 - $1.08K
3.03K $1.55B
VST
Vistra Corp.

Utilities
351
+ 35.78%
$115.74 - $166.61 $40.6K - $58.5K
1.33K $184M
Activity Summary
Buys All Purchases 1311 New Holdings 881 Increased Positions 430 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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