Global Financial Private Client, LLC Incresed Positions in Q3 2025

Global Financial Private Client, LLC

  • $281 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.71K
+ 13.89%
$617.65 - $666.84 $1.67M - $1.81M
22.2K $14.8B
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
42
+ 0.15%
$43.07 - $91.37 $1.81K - $3.84K
27.7K $2.53B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
817
+ 5.47%
$567.77 - $614.76 $464K - $502K
15.7K $9.64B
CAT
Caterpillar Inc

Industrials
1.81K
+ 240.24%
$390.92 - $477.15 $707K - $863K
2.56K $1.22B
NVDA
Nvidia Corp

Technology
1.22K
+ 5.04%
$153.3 - $186.58 $186K - $227K
25.4K $4.73B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
16.5K
+ 100.26%
$42.26 - $47.16 $696K - $777K
32.9K $1.52B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
6.74K
+ 12.18%
$54.9 - $59.81 $370K - $403K
62.1K $3.7B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.21K
+ 39.6%
$225.11 - $247.9 $498K - $548K
7.79K $1.93B
GOOGL
Alphabet Inc.

Communication Services
371
+ 4.84%
$174.36 - $254.72 $64.7K - $94.5K
8.04K $1.95B
FSMD
Fidelity Covington Tr Small Mi

ETFs
11.9K
+ 73.17%
$41.29 - $44.71 $489K - $530K
28.1K $1.23B
ORCL
Oracle Corp

Technology
73
+ 0.94%
$218.96 - $328.33 $16K - $24K
7.8K $2.19B
VUG
Vanguard Growth ETF

ETFs
194
+ 2.07%
$433.97 - $484.08 $84.2K - $93.9K
9.57K $4.59B
Spdr Series Trust
14.6K
+ 94.03%
N/A
30.1K $863M
GOOG
Alphabet Inc.

Communication Services
171
+ 2.89%
$175.16 - $255.24 $30K - $43.6K
6.1K $1.49B
AMZN
Amazon Com Inc

Consumer Cyclical
1.96K
+ 17.45%
$211.65 - $238.24 $415K - $468K
13.2K $2.9B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.75K
+ 12.57%
$39.8 - $42.86 $269K - $289K
60.4K $2.59B
Lam Research Corp
104
+ 0.96%
N/A
11K $1.47B
ITA
Ishares Tr

ETFs
892
+ 9.56%
$184.73 - $209.26 $165K - $187K
10.2K $2.14B
QQQ
Invesco Qqq Trust, Series 1

ETFs
374
+ 12.75%
$546.99 - $602.2 $205K - $225K
3.31K $1.99B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.87K
+ 5.94%
$42.67 - $46.91 $123K - $135K
51.2K $2.4B
Arista Networks Inc
32
+ 0.44%
N/A
7.33K $1.07B
CVX
Chevron Corp

Energy
25
+ 0.1%
$145.57 - $161.83 $3.64K - $4.05K
24.3K $3.77B
MEDP
Medpace Holdings, Inc.

Healthcare
8
+ 0.56%
$308.88 - $514.16 $2.47K - $4.11K
1.43K $733M
NRG
Nrg Energy, Inc.

Utilities
1.69K
+ 55.03%
$144.77 - $173.91 $245K - $294K
4.76K $771M
AMGN
Amgen Inc

Healthcare
888
+ 85.38%
$271.18 - $309.22 $241K - $275K
1.93K $544M
DAL
Delta Air Lines, Inc.

Industrials
3.45K
+ 60.75%
$49.0 - $61.97 $169K - $214K
9.14K $519M
LDOS
Leidos Holdings, Inc.

Technology
81
+ 1.13%
$159.2 - $188.96 $12.9K - $15.3K
7.22K $1.36B
RTX
Raytheon Technologies Corp

Industrials
245
+ 2.76%
$144.19 - $167.33 $35.3K - $41K
9.11K $1.52B
ABBV
Abb Vie Inc.

Healthcare
138
+ 3.23%
$184.85 - $231.54 $25.5K - $32K
4.42K $1.02B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.25K
+ 3.74%
$49.43 - $54.52 $62K - $68.4K
34.8K $1.88B
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
111
+ 3.65%
$256.21 - $323.54 $28.4K - $35.9K
3.15K $1.01B
GD
General Dynamics Corp

Industrials
378
+ 22.33%
$293.92 - $341.0 $111K - $129K
2.07K $706M
XLC
Select Sector Spdr Tr Communic

ETFs
641
+ 4.98%
$105.99 - $119.41 $67.9K - $76.5K
13.5K $1.6B
PM
Philip Morris International Inc.

Consumer Defensive
1.73K
+ 43.67%
$157.77 - $183.27 $272K - $316K
5.68K $921M
PLTR
Palantir Technologies Inc.

Technology
32
+ 0.76%
$130.68 - $186.97 $4.18K - $5.98K
4.26K $777M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
32
+ 0.82%
$275.84 - $326.36 $8.83K - $10.4K
3.95K $1.29B
MRK
Merck & Co., Inc.

Healthcare
148
+ 0.44%
$77.6 - $87.37 $11.5K - $12.9K
34.2K $2.87B
VEA
Vanguard Ftse Developed Market

ETFs
1.35K
+ 4.31%
$56.02 - $60.3 $75.6K - $81.4K
32.7K $1.96B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
154
+ 2.87%
$195.29 - $223.85 $30.1K - $34.5K
5.52K $1.23B
TSLA
Tesla, Inc.

Consumer Cyclical
14
+ 1.14%
$293.94 - $444.72 $4.12K - $6.23K
1.25K $554M
IAU
Ishares Gold Trust

ETFs
556
+ 4.93%
$61.62 - $72.77 $34.3K - $40.5K
11.8K $861M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
255
+ 16.28%
$435.72 - $463.74 $111K - $118K
1.82K $844M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
971
+ 5.61%
$66.81 - $74.64 $64.9K - $72.5K
18.3K $1.34B
GLD
Spdr Gold Trust

ETFs
66
+ 2.58%
$300.96 - $355.47 $19.9K - $23.5K
2.62K $932M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
455
+ 5.59%
$100.4 - $119.58 $45.7K - $54.4K
8.6K $953M
VZ
Verizon Communications Inc

Communication Services
3.24K
+ 30.65%
$40.84 - $45.06 $132K - $146K
13.8K $607M
GE
General Electric CO

Industrials
125
+ 4.93%
$244.75 - $305.63 $30.6K - $38.2K
2.66K $800M
SOFI
So Fi Technologies, Inc.

Financial Services
203
+ 1.17%
$17.64 - $29.81 $3.58K - $6.05K
17.5K $463M
AVGO
Broadcom Inc.

Technology
203
+ 14.45%
$264.74 - $369.57 $53.7K - $75K
1.61K $530M
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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