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
ISRG
Intuitive Surgical Inc

Healthcare
38
+ 253.33%
$476.63 - $610.45 $18.1K - $23.2K
53 $26.2M
ARES
Ares Management Corp

Financial Services
147
+ 125.64%
$140.19 - $198.28 $20.6K - $29.1K
264 $38.7M
BMY
Bristol Myers Squibb CO

Healthcare
102
+ 3.87%
$53.9 - $63.11 $5.5K - $6.44K
2.74K $167M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
31
+ 0.38%
$73.78 - $76.59 $2.29K - $2.37K
8.17K $626M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
7
+ 4.19%
$402.49 - $513.76 $2.82K - $3.6K
174 $84.4M
HIG
Hartford Financial Services Group, Inc.

Financial Services
27
+ 2.98%
$106.31 - $123.73 $2.87K - $3.34K
933 $116M
CWST
Casella Waste Systems Inc

Industrials
146
+ 7300.0%
$104.2 - $115.86 $15.2K - $16.9K
148 $16.5M
VZ
Verizon Communications Inc

Communication Services
188
+ 13.62%
$37.81 - $46.49 $7.11K - $8.74K
1.57K $71.1M
Lam Research Corp Com New
144
+ 1.55%
N/A
9.42K $685M
XLC
Select Sector Spdr Tr Communic

ETFs
192
+ 1.7%
$94.84 - $105.31 $18.2K - $20.2K
11.5K $1.11B
DHR
Danaher Corp

Healthcare
180
+ 18.87%
$201.62 - $250.59 $36.3K - $45.1K
1.13K $232M
PSX
Phillips 66

Energy
24
+ 2.23%
$113.93 - $131.55 $2.73K - $3.16K
1.1K $136M
AEP
American Electric Power CO Inc

Utilities
18
+ 2.83%
$90.32 - $109.27 $1.63K - $1.97K
655 $71.6M
SBUX
Starbucks Corp

Consumer Cyclical
15
+ 0.92%
$91.75 - $115.81 $1.38K - $1.74K
1.65K $162M
CW
Curtiss Wright Corp

Industrials
40
+ 2000.0%
$304.82 - $384.07 $12.2K - $15.4K
42 $13.3M
NBIX
Neurocrine Biosciences Inc

Healthcare
114
+ 3800.0%
$107.22 - $153.29 $12.2K - $17.5K
117 $12.9M
WMB
Williams Companies, Inc.

Energy
67
+ 4.67%
$54.02 - $61.09 $3.62K - $4.09K
1.5K $89.8M
KMB
Kimberly Clark Corp

Consumer Defensive
24
+ 3.27%
$124.46 - $147.4 $2.99K - $3.54K
757 $108M
AON
Aon PLC

Financial Services
6
+ 2.68%
$348.44 - $409.32 $2.09K - $2.46K
230 $91.8M
AIT
Applied Industrial Technologies Inc

Industrials
50
+ 2500.0%
$218.93 - $269.18 $10.9K - $13.5K
52 $11.7M
RSG
Republic Services, Inc.

Industrials
13
+ 6.74%
$200.09 - $242.16 $2.6K - $3.15K
206 $49.9M
AZO
Autozone Inc

Consumer Cyclical
2
+ 40.0%
$3193.96 - $3828.11 $6.39K - $7.66K
7 $26.7M
GWRE
Guidewire Software, Inc.

Technology
56
+ 5600.0%
$166.74 - $218.22 $9.34K - $12.2K
57 $10.7M
NFLX
Netflix Inc

Communication Services
5
+ 4.0%
$828.4 - $1058.6 $4.14K - $5.29K
130 $121M
ENTG
Entegris Inc

Technology
112
+ 3733.33%
$87.48 - $109.53 $9.8K - $12.3K
115 $10.1M
WFC
Wells Fargo & Company

Financial Services
90
+ 4.44%
$66.78 - $81.42 $6.01K - $7.33K
2.12K $152M
ICE
Intercontinental Exchange, Inc.

Financial Services
13
+ 4.22%
$142.8 - $176.36 $1.86K - $2.29K
321 $55.4M
MSA
Msa Safety Inc

Industrials
61
+ 3050.0%
$146.69 - $166.47 $8.95K - $10.2K
63 $9.24M
EMB
Ishares Tr

ETFs
92
+ 31.62%
$88.64 - $92.03 $8.15K - $8.47K
383 $34.7M
NPO
Enpro Industries, Inc

Industrials
54
+ 5400.0%
$161.21 - $207.46 $8.71K - $11.2K
55 $8.9M
CDNS
Cadence Design Systems Inc

Technology
113
+ 25.98%
$233.96 - $324.52 $26.4K - $36.7K
548 $139M
ZWS
Zurn Water Solutions Corp

Industrials
257
+ 5140.0%
$32.38 - $39.44 $8.32K - $10.1K
262 $8.64M
TJX
Tjx Companies Inc

Consumer Cyclical
44
+ 1.41%
$112.81 - $126.16 $4.96K - $5.55K
3.17K $386M
COP
Conocophillips

Energy
52
+ 10.2%
$88.6 - $105.85 $4.61K - $5.5K
562 $59M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
14
+ 8.92%
$208.48 - $244.03 $2.92K - $3.42K
171 $41.7M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
208
+ 1.96%
$62.72 - $71.92 $13K - $15K
10.8K $683M
WWD
Woodward, Inc.

Industrials
43
+ 153.57%
$171.38 - $195.22 $7.37K - $8.39K
71 $13M
MWA
Mueller Water Products, Inc.

Industrials
282
+ 3133.33%
$21.65 - $28.24 $6.11K - $7.96K
291 $7.4M
BSX
Boston Scientific Corp

Healthcare
32
+ 9.73%
$89.38 - $106.18 $2.86K - $3.4K
361 $36.4M
MIR
Mirion Technologies, Inc.

Industrials
483
+ 4390.91%
$13.51 - $18.28 $6.53K - $8.83K
494 $7.16M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3
+ 33.33%
$1187.71 - $1432.58 $3.56K - $4.3K
12 $17.2M
VST
Vistra Corp.

Utilities
287
+ 21.55%
$108.49 - $191.89 $31.1K - $55.1K
1.62K $190M
KAI
Kadant Inc

Industrials
19
+ 1900.0%
$335.28 - $398.39 $6.37K - $7.57K
20 $6.74M
NEM
Newmont Corp

Basic Materials
61
+ 19.61%
$37.79 - $48.39 $2.31K - $2.95K
372 $18M
ELV
Elevance Health, Inc.

Healthcare
6
+ 10.53%
$365.9 - $436.25 $2.2K - $2.62K
63 $27.4M
INSM
Insmed Inc

Healthcare
82
+ 1366.67%
$65.25 - $83.83 $5.35K - $6.87K
88 $6.71M
CMS
Cms Energy Corp

Utilities
16
+ 2.69%
$64.99 - $75.11 $1.04K - $1.2K
610 $45.8M
NEO
Neogenomics Inc

Healthcare
646
+ 21533.33%
$9.09 - $18.61 $5.87K - $12K
649 $6.16M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
311
+ 6220.0%
$19.28 - $22.3 $6K - $6.94K
316 $6.09M
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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