Global Financial Private Client, LLC Sells in Q2 2025

Global Financial Private Client, LLC

  • $267 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-10K
- 82.82%
$128.02 - $151.37 $1.28M - $1.51M
2.08K $274M
AAPL
Apple Inc.

Technology
-128
- 0.19%
$172.42 - $223.89 $22.1K - $28.7K
65.8K $13.5B
DIS
Walt Disney CO

Communication Services
-12.1K
- 65.61%
$81.72 - $124.01 $989K - $1.5M
6.34K $787M
IGM
Ishares Expanded Tech Sector E

ETFs
-7.9K
- 75.29%
$79.8 - $112.34 $630K - $887K
2.59K $291M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-21.4K
- 28.55%
$32.66 - $40.75 $701K - $874K
53.7K $2.17B
Spdr Series Trust
-8.36K
- 34.99%
N/A
15.5K $423M
UNH
Unitedhealth Group Inc

Healthcare
-25
- 2.56%
$274.35 - $599.47 $6.86K - $15K
952 $297M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.9K
- 42.23%
$91.43 - $91.74 $174K - $174K
2.6K $238M
LLY
Eli Lilly & CO

Healthcare
-15
- 0.95%
$713.71 - $898.95 $10.7K - $13.5K
1.56K $1.22B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.38K
- 10.02%
$34.72 - $42.74 $187K - $230K
48.3K $2.07B
AMGN
Amgen Inc

Healthcare
-4
- 0.38%
$262.28 - $309.85 $1.05K - $1.24K
1.04K $290M
TMUS
T Mobile Us, Inc.

Communication Services
-9
- 0.99%
$220.99 - $268.54 $1.99K - $2.42K
897 $214M
Healthcare Rlty Tr
-400
- 2.32%
N/A
16.9K $268M
IYE
Ishares Tr

ETFs
-20
- 0.4%
$40.36 - $49.67 $807 - $993
4.97K $225M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-107
- 6.4%
$376.48 - $440.65 $40.3K - $47.1K
1.57K $690M
UNP
Union Pacific Corp

Industrials
-9
- 0.58%
$208.27 - $238.46 $1.87K - $2.15K
1.55K $356M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-254
- 2.67%
$45.12 - $46.23 $11.5K - $11.7K
9.25K $428M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-29
- 0.36%
$66.5 - $71.25 $1.93K - $2.07K
8K $556M
KO
Coca Cola CO

Consumer Defensive
-10
- 0.13%
$68.37 - $73.9 $684 - $739
7.65K $541M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-45
- 0.25%
$45.2 - $46.6 $2.03K - $2.1K
17.7K $822M
SCI
Service Corp International

Consumer Cyclical
-3
- 0.12%
$73.58 - $81.65 $221 - $245
2.52K $205M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-42
- 0.28%
$77.74 - $78.78 $3.27K - $3.31K
14.9K $1.18B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-17
- 0.21%
$75.05 - $77.34 $1.28K - $1.31K
8.16K $631M
IAU
Ishares Gold Trust

ETFs
-397
- 3.4%
$56.1 - $64.74 $22.3K - $25.7K
11.3K $703M
BNDX
Vanguard Total International B

ETFs
-76
- 0.23%
$48.77 - $49.55 $3.71K - $3.77K
32.8K $1.62B
HCI
Hci Group, Inc.

Financial Services
-1
- 0.01%
$137.07 - $171.28 $137 - $171
6.96K $1.06B
VTV
Vanguard Value ETF

ETFs
-9
- 0.14%
$153.67 - $176.74 $1.38K - $1.59K
6.24K $1.1B
VB
Vanguard Small Cap ETF

ETFs
-12
- 0.69%
$193.73 - $237.37 $2.32K - $2.85K
1.73K $410M
XLI
Industrial Sector Spdr

ETFs
-39
- 1.28%
$116.42 - $147.52 $4.54K - $5.75K
3.01K $444M
TSLA
Tesla, Inc.

Consumer Cyclical
-84
- 6.38%
$221.86 - $362.89 $18.6K - $30.5K
1.23K $391M
VIS
Vanguard Industrial ETF

ETFs
-1
- 0.05%
$220.04 - $280.07 $220 - $280
1.91K $534M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.03K
- 2.99%
$39.89 - $49.46 $41.1K - $51K
33.5K $1.66B
XLK
Technology Sector Spdr

ETFs
-1
- 0.05%
$179.73 - $253.23 $180 - $253
2.09K $530M
TXN
Texas Instruments Inc

Technology
-12
- 0.29%
N/A
4.14K $859M
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.24%
$462.22 - $707.75 $924 - $1.42K
824 $583M
VCR
Vanguard Consumer Discretionar

ETFs
-12
- 0.32%
$290.42 - $364.35 $3.49K - $4.37K
3.79K $1.37B
KCE
Spdr S&P Capital Markets ETF

ETFs
-4
- 0.05%
$108.52 - $144.93 $434 - $580
8.13K $1.18B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-32
- 0.19%
$65.04 - $82.18 $2.08K - $2.63K
16.6K $1.36B
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-14
- 0.46%
$160.63 - $257.78 $2.25K - $3.61K
3.04K $780M
VEA
Vanguard Ftse Developed Market

ETFs
-85
- 0.27%
$45.65 - $57.01 $3.88K - $4.85K
31.3K $1.79B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-19
- 0.35%
$139.8 - $197.22 $2.66K - $3.75K
5.36K $1.06B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-76
- 2.53%
$416.06 - $551.64 $31.6K - $41.9K
2.93K $1.62B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-478
- 0.45%
$17.76 - $22.1 $8.49K - $10.6K
105K $2.33B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-5
- 0.13%
$179.95 - $278.88 $900 - $1.39K
3.92K $1.09B
IYW
Ishares Dj Us Tech ETF

ETFs
-29
- 0.26%
$122.57 - $173.27 $3.55K - $5.02K
11.1K $1.92B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-111
- 0.74%
$456.74 - $568.03 $50.7K - $63.1K
14.9K $8.48B
MSFT
Microsoft Corp

Technology
-2
- 0.01%
$354.56 - $497.45 $709 - $995
15.6K $7.74B
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
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