Global Financial Private Client, LLC Incresed Positions in Q2 2025

Global Financial Private Client, LLC

  • $267 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.66K
+ 12.37%
$94.31 - $157.99 $251K - $420K
24.1K $3.81B
SPY
Spdr S&P 500 ETF Trust

ETFs
168
+ 0.87%
$496.48 - $617.85 $83.4K - $104K
19.5K $12B
JPM
Jpmorgan Chase & CO

Financial Services
2.11K
+ 19.0%
$210.28 - $289.91 $443K - $610K
13.2K $3.82B
Ge Vernova Inc
34
+ 0.76%
N/A
4.52K $2.39B
EXC
Exelon Corp

Utilities
17.6K
+ 38210.87%
$42.2 - $47.37 $742K - $833K
17.6K $765M
META
Meta Platforms, Inc.

Communication Services
84
+ 2.0%
$484.66 - $738.09 $40.7K - $62K
4.28K $3.16B
AMZN
Amazon Com Inc

Consumer Cyclical
2.07K
+ 22.52%
$167.32 - $223.3 $346K - $462K
11.3K $2.47B
LMT
Lockheed Martin Corp

Industrials
1.38K
+ 172.88%
$430.82 - $486.45 $596K - $673K
2.18K $1.01B
ORCL
Oracle Corp

Technology
211
+ 2.81%
$122.82 - $218.63 $25.9K - $46.1K
7.73K $1.69B
VUG
Vanguard Growth ETF

ETFs
1
+ 0.01%
$329.49 - $438.4 $329 - $438
9.38K $4.11B
CSCO
Cisco Systems, Inc.

Technology
4.01K
+ 10.05%
$53.19 - $69.38 $213K - $278K
43.9K $3.05B
PM
Philip Morris International Inc.

Consumer Defensive
2.68K
+ 211.18%
$149.23 - $184.95 $400K - $496K
3.95K $720M
SPTL
Spdr Portfolio Long Term Treas

ETFs
19.4K
+ 1232.45%
$25.48 - $27.78 $496K - $540K
21K $559M
Arista Networks Inc
4.28K
+ 142.33%
N/A
7.29K $746M
WMT
Walmart Inc.

Consumer Defensive
3.11K
+ 15.9%
$81.79 - $99.98 $254K - $310K
22.6K $2.21B
IBM
International Business Machines Corp

Technology
41
+ 0.39%
$221.03 - $294.78 $9.06K - $12.1K
10.5K $3.11B
NRG
Nrg Energy, Inc.

Utilities
3.02K
+ 6038.0%
$83.61 - $162.67 $252K - $491K
3.07K $493M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
476
+ 1.75%
$27.82 - $46.45 $13.2K - $22.1K
27.7K $1.29B
GD
General Dynamics Corp

Industrials
1.63K
+ 2465.15%
$247.68 - $291.66 $403K - $475K
1.69K $494M
XLF
Financial Sector Spdr

ETFs
7.61K
+ 34.41%
$43.92 - $52.37 $334K - $399K
29.7K $1.56B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
4.24K
+ 8.29%
$44.58 - $54.92 $189K - $233K
55.3K $3.04B
STT
State Street Corp

Financial Services
1.61K
+ 9.98%
$75.33 - $106.34 $121K - $171K
17.7K $1.89B
RTX
Raytheon Technologies Corp

Industrials
2.34K
+ 35.84%
$113.75 - $148.48 $266K - $347K
8.87K $1.29B
MEDP
Medpace Holdings, Inc.

Healthcare
1.36K
+ 2525.93%
$277.23 - $315.28 $378K - $430K
1.42K $445M
BK
Bank Of New York Mellon Corp

Financial Services
2.77K
+ 11.55%
$73.31 - $91.62 $203K - $253K
26.7K $2.43B
IVV
Ishares Core S&P 500 ETF

ETFs
196
+ 3.9%
$498.8 - $620.9 $97.8K - $122K
5.23K $3.25B
PANW
Palo Alto Networks Inc

Technology
1.18K
+ 26.72%
$152.44 - $204.64 $180K - $241K
5.59K $1.14B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.34K
+ 8.04%
$152.93 - $181.74 $206K - $244K
18.1K $3.28B
VZ
Verizon Communications Inc

Communication Services
9.01K
+ 574.36%
$41.67 - $45.62 $375K - $411K
10.6K $458M
Lam Research Corp
1.46K
+ 15.5%
N/A
10.9K $1.06B
APO
Apollo Global Management, Inc.

Financial Services
2.62K
+ 2181.67%
$108.68 - $145.07 $285K - $380K
2.74K $388M
Ssga Active Tr
13.6K
+ 61.08%
N/A
36K $895M
ITA
Ishares Tr

ETFs
51
+ 0.55%
$135.31 - $188.64 $6.9K - $9.62K
9.33K $1.76B
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
12K
+ 42.23%
$25.13 - $26.07 $300K - $312K
40.3K $1.04B
VIG
Vanguard Dividend Appreciation

ETFs
253
+ 1.11%
N/A
23.1K $4.73B
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.1K
+ 30.39%
$122.04 - $169.14 $134K - $186K
4.73K $800M
XLC
Select Sector Spdr Tr Communic

ETFs
1.4K
+ 12.18%
$86.13 - $108.53 $120K - $152K
12.9K $1.4B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7
+ 0.28%
$177.93 - $313.14 $1.25K - $2.19K
2.55K $798M
UGI
Ugi Corp

Utilities
6.06K
+ 41.29%
$30.18 - $36.59 $183K - $222K
20.7K $755M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.8K
+ 62.88%
$51.16 - $62.02 $194K - $235K
9.83K $610M
Ssga Active Tr
9.31K
+ 41.97%
N/A
31.5K $786M
VTWO
Vanguard Russell 2000 ETF

ETFs
163
+ 0.48%
$70.56 - $87.22 $11.5K - $14.2K
34K $2.96B
KR
Kroger CO

Consumer Defensive
2.3K
+ 13.52%
$64.62 - $74.0 $148K - $170K
19.3K $1.38B
PLTR
Palantir Technologies Inc.

Technology
148
+ 3.63%
$74.01 - $144.25 $11K - $21.3K
4.23K $576M
BAC
Bank Of America Corp

Financial Services
35
+ 0.09%
$34.39 - $47.46 $1.2K - $1.66K
40.8K $1.93B
Ssga Active Tr
8.85K
+ 49.95%
N/A
26.6K $662M
IGV
Ishares Expanded Tech Software

ETFs
87
+ 0.82%
$80.15 - $109.5 $6.97K - $9.53K
10.6K $1.16B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
162
+ 2.99%
$171.4 - $227.1 $27.8K - $36.8K
5.58K $1.27B
GOOGL
Alphabet Inc.

Communication Services
326
+ 4.44%
$144.7 - $178.6 $47.2K - $58.2K
7.67K $1.35B
Activity Summary
Buys All Purchases 155 New Holdings 10 Increased Positions 145 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Global Financial Private Client, LLC Portfolio

Follow Global Financial Private Client, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Financial Private Client, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Financial Private Client, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email