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
WEN
Wendy'S CO

Consumer Cyclical
23
+ 255.56%
$14.17 - $16.17 $326 - $372
32 $468K
ABM
Abm Industries Inc

Industrials
7
+ 233.33%
$45.51 - $54.64 $319 - $382
10 $474K
CWEN
Clearway Energy, Inc.

Utilities
10
+ 250.0%
$24.63 - $30.42 $246 - $304
14 $424K
CWK
Cushman & Wakefield PLC

Real Estate
34
+ 340.0%
$10.19 - $13.87 $346 - $472
44 $450K
FTDR
Frontdoor, Inc.

Consumer Cyclical
10
+ 250.0%
$37.07 - $62.39 $371 - $624
14 $538K
WD
Walker & Dunlop, Inc.

Financial Services
4
+ 200.0%
$82.09 - $96.76 $328 - $387
6 $512K
AWR
American States Water CO

Utilities
4
+ 200.0%
$70.84 - $80.98 $283 - $324
6 $472K
POR
Portland General Electric CO

Utilities
7
+ 175.0%
$40.56 - $45.24 $284 - $317
11 $491K
VCTR
Victory Capital Holdings, Inc.

Financial Services
6
+ 150.0%
$55.84 - $70.58 $335 - $423
10 $579K
DINO
Hf Sinclair Corp

Energy
10
+ 166.67%
$30.66 - $38.48 $307 - $385
16 $526K
ICLR
Icon PLC

Healthcare
2
+ 200.0%
$174.99 - $222.58 $350 - $445
3 $525K
DBX
Dropbox, Inc.

Technology
13
+ 130.0%
$24.55 - $33.27 $319 - $433
23 $614K
GNW
Genworth Financial Inc

Financial Services
44
+ 176.0%
$6.44 - $7.42 $283 - $326
69 $489K
CELH
Celsius Holdings, Inc.

Consumer Defensive
8
+ 266.67%
$21.28 - $35.62 $170 - $285
11 $392K
WMS
Advanced Drainage Systems, Inc.

Industrials
3
+ 150.0%
$105.29 - $126.99 $316 - $381
5 $543K
CROX
Crocs, Inc.

Consumer Cyclical
3
+ 150.0%
$88.83 - $112.59 $266 - $338
5 $531K
FSS
Federal Signal Corp

Industrials
5
+ 166.67%
$73.55 - $101.32 $368 - $507
8 $588K
INDB
Independent Bank Corp

Financial Services
5
+ 250.0%
$60.31 - $70.29 $302 - $351
7 $439K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
4
+ 66.67%
$93.57 - $120.35 $374 - $481
10 $957K
DDOG
Datadog, Inc.

Technology
4
+ 200.0%
$98.68 - $151.89 $395 - $608
6 $595K
IBKR
Interactive Brokers Group, Inc.

Financial Services
2
+ 100.0%
$161.03 - $235.53 $322 - $471
4 $662K
PSN
Parsons Corp

Industrials
8
+ 160.0%
$55.35 - $96.44 $443 - $772
13 $770K
KBR
Kbr, Inc.

Industrials
7
+ 140.0%
$47.88 - $60.47 $335 - $423
12 $598K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
7
+ 43.75%
N/A
23 $1.4M
AX
Axos Financial, Inc.

Financial Services
5
+ 166.67%
$61.63 - $73.1 $308 - $366
8 $516K
WSFS
Wsfs Financial Corp

Financial Services
6
+ 150.0%
$49.95 - $59.33 $300 - $356
10 $519K
DXCM
Dexcom Inc

Healthcare
5
+ 125.0%
$67.74 - $90.75 $339 - $454
9 $615K
LENB
Lennar Corporation Cl B
3
+ 300.0%
N/A
4 $436K
NOG
Northern Oil & Gas, Inc.

Energy
11
+ 275.0%
$26.89 - $42.07 $296 - $463
15 $453K
SXT
Sensient Technologies Corp

Basic Materials
4
+ 200.0%
$67.31 - $77.4 $269 - $310
6 $447K
ASB
Associated Banc Corp

Financial Services
14
+ 155.56%
$21.06 - $25.63 $295 - $359
23 $518K
WSBC
Wesbanco Inc

Financial Services
10
+ 250.0%
$30.36 - $37.08 $304 - $371
14 $433K
AZEK
Azek CO Inc.

Industrials
6
+ 120.0%
$39.61 - $52.0 $238 - $312
11 $538K
LZB
La Z Boy Inc

Consumer Cyclical
8
+ 266.67%
$38.0 - $48.02 $304 - $384
11 $430K
KD
Kyndryl Holdings, Inc.

Technology
31
+ 14.69%
$31.32 - $43.45 $971 - $1.35K
242 $7.6M
LUMN
Lumen Technologies, Inc.

Communication Services
81
+ 540.0%
$3.92 - $5.92 $318 - $480
96 $376K
DOCS
Doximity, Inc.

Healthcare
5
+ 500.0%
$49.71 - $83.14 $249 - $416
6 $348K
IESC
Ies Holdings, Inc.

Industrials
2
+ 200.0%
$162.26 - $316.26 $325 - $633
3 $495K
VSH
Vishay Intertechnology Inc

Technology
19
+ 271.43%
$15.9 - $19.1 $302 - $363
26 $413K
MTN
Vail Resorts Inc

Consumer Cyclical
2
+ 200.0%
$153.58 - $184.72 $307 - $369
3 $480K
CMC
Commercial Metals CO

Basic Materials
7
+ 77.78%
$43.22 - $53.05 $303 - $371
16 $736K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
9
+ 450.0%
$31.92 - $38.83 $287 - $349
11 $364K
FIZZ
National Beverage Corp

Consumer Defensive
7
+ 175.0%
$38.95 - $43.68 $273 - $306
11 $457K
FRME
First Merchants Corp

Financial Services
7
+ 175.0%
$37.99 - $45.25 $266 - $317
11 $445K
FLO
Flowers Foods Inc

Consumer Defensive
16
+ 133.33%
$18.05 - $20.78 $289 - $332
28 $532K
PRGS
Progress Software Corp

Technology
6
+ 300.0%
$51.39 - $65.26 $308 - $392
8 $412K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
13
+ 144.44%
$23.24 - $28.11 $302 - $365
22 $525K
AMKR
Amkor Technology, Inc.

Technology
21
+ 161.54%
$18.06 - $26.73 $379 - $561
34 $614K
SJW
Sjw Group

Utilities
5
+ 500.0%
$45.47 - $55.8 $227 - $279
6 $328K
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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