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
PTC
Ptc Inc.

Technology
5
+ 166.67%
$153.3 - $193.48 $767 - $967
8 $1.24M
TXT
Textron Inc

Industrials
10
+ 111.11%
$70.19 - $81.2 $702 - $812
19 $1.37M
SKY
Skyline Champion Corp

Consumer Cyclical
7
+ 233.33%
$85.72 - $108.14 $600 - $757
10 $948K
SAIC
Science Applications International Corp

Technology
6
+ 200.0%
$95.77 - $119.82 $575 - $719
9 $1.01M
DXC
Dxc Technology CO

Technology
42
+ 280.0%
$16.43 - $22.61 $690 - $950
57 $972K
UMBF
Umb Financial Corp

Financial Services
7
+ 233.33%
$98.0 - $122.56 $686 - $858
10 $1.01M
KMPR
Kemper Corp

Financial Services
10
+ 250.0%
$62.81 - $69.5 $628 - $695
14 $936K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
7
+ 233.33%
$90.12 - $109.07 $631 - $763
10 $966K
MHK
Mohawk Industries Inc

Consumer Cyclical
6
+ 150.0%
$110.92 - $130.83 $666 - $785
10 $1.14M
ESE
Esco Technologies Inc

Technology
4
+ 400.0%
$128.92 - $169.65 $516 - $679
5 $796K
SON
Sonoco Products CO

Consumer Cyclical
14
+ 233.33%
$44.71 - $49.22 $626 - $689
20 $945K
HOMB
Home Bancshares Inc

Financial Services
23
+ 191.67%
$27.23 - $31.23 $626 - $718
35 $989K
DLB
Dolby Laboratories, Inc.

Industrials
4
+ 2.72%
$76.37 - $87.32 $305 - $349
151 $12.1M
MOGA
Moog Inc Cla
4
+ 200.0%
N/A
6 $1.04M
Tko Group Holdings Inc Cl A
4
+ 133.33%
N/A
7 $1.07M
WAL
Western Alliance Bancorporation

Financial Services
9
+ 128.57%
$72.65 - $94.0 $654 - $846
16 $1.23M
OZK
Bank Ozk

Financial Services
15
+ 187.5%
$41.71 - $53.1 $626 - $797
23 $999K
DDS
Dillard'S, Inc.

Consumer Cyclical
2
+ 200.0%
$353.25 - $508.77 $707 - $1.02K
3 $1.07M
SIGI
Selective Insurance Group Inc

Financial Services
7
+ 233.33%
$78.49 - $95.48 $549 - $668
10 $915K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
6
+ 200.0%
$89.88 - $110.11 $539 - $661
9 $906K
APPF
Appfolio Inc

Technology
3
+ 300.0%
$206.66 - $260.64 $620 - $782
4 $880K
FITB
Fifth Third Bancorp

Financial Services
24
+ 24.0%
$37.48 - $44.96 $900 - $1.08K
124 $4.86M
BHF
Brighthouse Financial, Inc.

Financial Services
10
+ 200.0%
$45.74 - $62.97 $457 - $630
15 $870K
MKTX
Marketaxess Holdings Inc

Financial Services
3
+ 150.0%
$189.81 - $226.47 $569 - $679
5 $1.08M
AL
Air Lease Corp

Industrials
13
+ 162.5%
$43.38 - $51.13 $564 - $665
21 $1.02M
MGY
Magnolia Oil & Gas Corp

Energy
24
+ 218.18%
$22.26 - $26.58 $534 - $638
35 $884K
PCG
Pg&E Corp

Utilities
42
+ 131.25%
$15.16 - $20.4 $637 - $857
74 $1.27M
VVV
Valvoline Inc

Energy
18
+ 257.14%
$34.44 - $40.19 $620 - $723
25 $870K
URBN
Urban Outfitters Inc

Consumer Cyclical
12
+ 200.0%
$48.81 - $60.44 $586 - $725
18 $943K
ZS
Zscaler, Inc.

Technology
3
+ 300.0%
$181.66 - $216.87 $545 - $651
4 $794K
SANM
Sanmina Corp

Technology
8
+ 160.0%
$73.38 - $90.52 $587 - $724
13 $990K
OSIS
Osi Systems Inc

Technology
3
+ 300.0%
$153.35 - $219.6 $460 - $659
4 $777K
NWS
News Corp New Cl B Com Stk (De

Communication Services
20
+ 250.0%
$29.66 - $35.0 $593 - $700
28 $850K
MTZ
Mastec Inc

Industrials
6
+ 120.0%
$108.66 - $160.79 $652 - $965
11 $1.28M
CRUS
Cirrus Logic, Inc.

Technology
6
+ 200.0%
$97.89 - $111.4 $587 - $668
9 $897K
HLNE
Hamilton Lane Inc

Financial Services
4
+ 200.0%
$137.87 - $170.18 $551 - $681
6 $892K
IDA
Idacorp Inc

Utilities
5
+ 250.0%
$105.58 - $119.04 $528 - $595
7 $814K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
6
+ 200.0%
$94.63 - $114.82 $568 - $689
9 $901K
LECO
Lincoln Electric Holdings Inc

Industrials
3
+ 20.0%
$180.51 - $216.81 $542 - $650
18 $3.41M
ALV
Autoliv Inc

Consumer Cyclical
7
+ 140.0%
$87.68 - $102.7 $614 - $719
12 $1.06M
DLTR
Dollar Tree, Inc.

Consumer Defensive
7
+ 1.39%
$61.92 - $76.95 $433 - $539
512 $38.4M
VIRT
Virtu Financial, Inc.

Financial Services
15
+ 214.29%
$34.19 - $40.96 $513 - $614
22 $839K
EFX
Equifax Inc

Industrials
4
+ 11.43%
$235.63 - $278.34 $943 - $1.11K
39 $9.5M
PLMR
Palomar Holdings, Inc.

Financial Services
4
+ 400.0%
$101.51 - $137.08 $406 - $548
5 $685K
PWR
Quanta Services, Inc.

Industrials
3
+ 100.0%
$236.71 - $358.03 $710 - $1.07K
6 $1.53M
SNOW
Snowflake Inc.

Technology
4
+ 400.0%
$146.16 - $192.78 $585 - $771
5 $731K
ARW
Arrow Electronics Inc

Technology
6
+ 120.0%
$101.93 - $119.3 $612 - $716
11 $1.14M
ORA
Ormat Technologies, Inc.

Utilities
8
+ 266.67%
$62.47 - $72.93 $500 - $583
11 $778K
LAUR
Laureate Education, Inc.

Consumer Defensive
27
+ 270.0%
$18.04 - $20.97 $487 - $566
37 $757K
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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