Global Financial Private Client, LLC Incresed Positions in Q1 2025

Global Financial Private Client, LLC

  • $262 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WTRG
Essential Utilities, Inc.

Utilities
21
+ 233.33%
$33.49 - $40.57 $703 - $852
30 $1.19M
UHALB
Amerco Com Ser N
15
+ 166.67%
N/A
24 $1.42M
EWBC
East West Bancorp Inc

Financial Services
10
+ 111.11%
$84.35 - $103.91 $844 - $1.04K
19 $1.71M
OPCH
Option Care Health, Inc.

Healthcare
22
+ 366.67%
$22.7 - $35.2 $499 - $774
28 $979K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
6
+ 200.0%
$141.31 - $175.89 $848 - $1.06K
9 $1.3M
PPC
Pilgrims Pride Corp

Consumer Defensive
14
+ 175.0%
$44.52 - $55.93 $623 - $783
22 $1.2M
AGCO
Agco Corp

Industrials
11
+ 5.39%
$88.82 - $106.69 $977 - $1.17K
215 $19.9M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
14
+ 155.56%
$58.09 - $67.05 $813 - $939
23 $1.38M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
25
+ 277.78%
$22.39 - $33.23 $560 - $831
34 $1.03M
PKI
Perkinelmer Inc

Healthcare
8
+ 200.0%
N/A
12 $1.27M
PFGC
Performance Food Group CO

Consumer Defensive
11
+ 137.5%
$74.86 - $90.93 $823 - $1K
19 $1.49M
WTS
Watts Water Technologies Inc

Industrials
4
+ 200.0%
$195.28 - $224.67 $781 - $899
6 $1.22M
CSWI
Csw Industrials, Inc.

Industrials
3
+ 300.0%
$283.77 - $396.86 $851 - $1.19K
4 $1.17M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
9
+ 225.0%
$73.82 - $89.02 $664 - $801
13 $1.12M
LRN
Stride, Inc.

Consumer Defensive
6
+ 300.0%
$106.34 - $142.28 $638 - $854
8 $1.01M
ESAB
Esab Corp

Industrials
7
+ 175.0%
$115.08 - $131.54 $806 - $921
11 $1.28M
CVLT
Commvault Systems Inc

Technology
5
+ 500.0%
$146.82 - $187.9 $734 - $940
6 $947K
RLI
Rli Corp

Financial Services
12
+ 600.0%
$71.75 - $163.21 $861 - $1.96K
14 $1.13M
TKR
Timken CO

Industrials
11
+ 220.0%
$69.85 - $83.79 $768 - $922
16 $1.15M
PINS
Pinterest, Inc.

Communication Services
25
+ 312.5%
$29.79 - $40.0 $745 - $1K
33 $1.02M
PODD
Insulet Corp

Healthcare
3
+ 300.0%
$237.06 - $288.29 $711 - $865
4 $1.05M
ACIW
Aci Worldwide, Inc.

Technology
14
+ 200.0%
$50.38 - $57.35 $705 - $803
21 $1.15M
EAT
Brinker International, Inc

Consumer Cyclical
5
+ 250.0%
$133.46 - $189.14 $667 - $946
7 $1.04M
RH
Rh

Consumer Cyclical
4
+ 400.0%
$216.63 - $454.52 $867 - $1.82K
5 $1.17M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
9
+ 225.0%
$87.72 - $111.91 $789 - $1.01K
13 $1.18M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
5
+ 250.0%
$154.39 - $176.55 $772 - $883
7 $1.1M
TFC
Truist Financial Corp

Financial Services
42
+ 9.66%
$39.48 - $48.15 $1.66K - $2.02K
477 $19.6M
KMX
Carmax Inc

Consumer Cyclical
10
+ 142.86%
$69.25 - $89.19 $693 - $892
17 $1.33M
NJR
New Jersey Resources Corp

Utilities
15
+ 250.0%
$45.25 - $49.37 $679 - $741
21 $1.03M
BCPC
Balchem Corp

Basic Materials
4
+ 14.29%
$154.22 - $176.16 $617 - $705
32 $5.31M
NSIT
Insight Enterprises Inc

Technology
5
+ 250.0%
$149.36 - $174.13 $747 - $871
7 $1.05M
PCTY
Paylocity Holding Corp

Technology
4
+ 400.0%
$183.21 - $217.86 $733 - $871
5 $937K
WDC
Western Digital Corp

Technology
23
+ 230.0%
$40.43 - $72.03 $930 - $1.66K
33 $1.33M
DCI
Donaldson CO Inc

Industrials
11
+ 220.0%
$66.51 - $72.28 $732 - $795
16 $1.07M
MOH
Molina Healthcare, Inc.

Healthcare
2
+ 100.0%
$266.57 - $333.27 $533 - $667
4 $1.32M
WDFC
Wd 40 CO

Basic Materials
3
+ 300.0%
$226.67 - $250.92 $680 - $753
4 $976K
OMC
Omnicom Group Inc.

Communication Services
14
+ 10.14%
$79.43 - $88.34 $1.11K - $1.24K
152 $12.6M
WYNN
Wynn Resorts LTD

Consumer Cyclical
9
+ 100.0%
$77.0 - $93.47 $693 - $841
18 $1.5M
HWC
Hancock Whitney Corp

Financial Services
14
+ 233.33%
$49.61 - $61.03 $695 - $854
20 $1.05M
CEG
Constellation Energy Corp

Utilities
8
+ 19.51%
$201.63 - $347.44 $1.61K - $2.78K
49 $9.88M
CNM
Core & Main, Inc.

Industrials
15
+ 214.29%
$46.27 - $57.26 $694 - $859
22 $1.06M
OMF
One Main Holdings, Inc.

Financial Services
15
+ 187.5%
$45.35 - $58.06 $680 - $871
23 $1.12M
GTES
Gates Industrial Corp PLC

Industrials
40
+ 266.67%
$18.41 - $23.51 $736 - $940
55 $1.01M
LANC
Lancaster Colony Corp

Consumer Defensive
4
+ 400.0%
$166.07 - $196.44 $664 - $786
5 $875K
DAR
Darling Ingredients Inc.

Consumer Defensive
23
+ 328.57%
$28.51 - $41.85 $656 - $963
30 $937K
AGO
Assured Guaranty LTD

Financial Services
8
+ 160.0%
$82.9 - $95.47 $663 - $764
13 $1.15M
CALM
Cal Maine Foods Inc

Consumer Defensive
8
+ 266.67%
$80.87 - $115.8 $647 - $926
11 $1M
NTRA
Natera, Inc.

Healthcare
5
+ 500.0%
$132.63 - $177.0 $663 - $885
6 $848K
TRU
Trans Union

Industrials
9
+ 150.0%
$80.45 - $100.25 $724 - $902
15 $1.25M
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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