Global Financial Private Client, LLC Portfolio Holdings

Global Financial Private Client, LLC

  • $267 Billion
  • Q2 2025

Global Financial Private Client, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $267 Billion distributed in 320 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.5B, Spdr S&P 500 ETF Trust with a value of $12B, Berkshire Hathaway Inc with a value of $10.9B, Vanguard Index Fds S&P 500 ETF with a value of $8.48B, and Microsoft Corp with a value of $7.74B.

Examining the 13F form we can see an increase of $4.9B in the current position value, from $262B to 267B.

Global Financial Private Client, LLC is based out at Sarasota, FL

Below you can find more details about Global Financial Private Client, LLC portfolio as well as his latest detailed transactions.

Portfolio value $267 Billion
ETFs: $127 Billion
Technology: $43.7 Billion
Financial Services: $32.6 Billion
Industrials: $9.36 Billion
Consumer Cyclical: $8.51 Billion
Consumer Defensive: $8.45 Billion
Communication Services: $7.61 Billion
Healthcare: $7.44 Billion
Other: $11.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$276B
$720 Million 0.27% of portfolio
3,952
Q2 2025 Added 211.18%
$31.7B
$688 Million 0.26% of portfolio
21,102
Q2 2025 New
$34.1B
$661 Million 0.25% of portfolio
4,309
Q2 2025 Added 0.26%
$274B
$652 Million 0.24% of portfolio
2,535
Q2 2025 Added 10.89%
$281B
$576 Million 0.22% of portfolio
4,225
Q2 2025 Added 3.63%
$238B
$583 Million 0.22% of portfolio
824
Q2 2025 Reduced 0.24%
$585B
$557 Million 0.21% of portfolio
1,570
Q2 2025 Added 7.83%
$300B
$541 Million 0.2% of portfolio
7,653
Q2 2025 Reduced 0.13%
$110B
$502 Million 0.19% of portfolio
985
Q2 2025 Added 8.36%
$82.4B
$494 Million 0.19% of portfolio
1,693
Q2 2025 Added 2,465.15%
$35.3B
$493 Million 0.18% of portfolio
3,069
Q2 2025 Added 6,038.0%
$179B
$458 Million 0.17% of portfolio
10,574
Q2 2025 Added 574.36%
$9.98B
$445 Million 0.17% of portfolio
1,418
Q2 2025 Added 2,525.93%
$20.8B
$443 Million 0.17% of portfolio
3,796
Q2 2025 Added 31.62%
$539B
$448 Million 0.17% of portfolio
797
Q2 2025 Added 1.4%
-
$431 Million 0.16% of portfolio
-
Q3 2024 New
$934B
$391 Million 0.15% of portfolio
1,232
Q2 2025 Reduced 6.38%
$146B
$392 Million 0.15% of portfolio
3,178
Q2 2025 Added 0.38%
$88B
$388 Million 0.15% of portfolio
2,738
Q2 2025 Added 2,181.67%
$136B
$378 Million 0.14% of portfolio
3,273
Q4 2024 Reduced 2.82%
$237B
$377 Million 0.14% of portfolio
1,183
Q2 2025 Added 0.51%
$200B
$369 Million 0.14% of portfolio
12,735
Q2 2025 Added 1.1%
$145B
$356 Million 0.13% of portfolio
1,547
Q2 2025 Reduced 0.58%
$191B
$336 Million 0.13% of portfolio
3,606
Q2 2025 Added 25.12%
$92.7B
$325 Million 0.12% of portfolio
1,422
Q2 2025 Added 7.0%
$82B
$329 Million 0.12% of portfolio
1,695
Q2 2025 Added 4.69%
$233B
$325 Million 0.12% of portfolio
2,390
Q2 2025 Added 0.63%
$16.2B
$315 Million 0.12% of portfolio
17,313
Q2 2025 Added 25.4%
$283B
$297 Million 0.11% of portfolio
952
Q2 2025 Reduced 2.56%
$83.7B
$305 Million 0.11% of portfolio
1,432
Q2 2025 Added 108.14%
$409B
$284 Million 0.11% of portfolio
1,859
Q2 2025 Added 0.27%
$159B
$290 Million 0.11% of portfolio
1,040
Q2 2025 Reduced 0.38%
$212B
$292 Million 0.11% of portfolio
753
Q2 2025 Added 1.76%
$435B
$304 Million 0.11% of portfolio
307
Q1 2025 Added 5.86%
$90.6B
$255 Million 0.1% of portfolio
933
Q2 2025 Added 0.65%
$32.5B
$280 Million 0.1% of portfolio
5,686
Q2 2025 Added 216.24%
$185B
$274 Million 0.1% of portfolio
2,075
Q2 2025 Reduced 82.82%
$59.8B
$235 Million 0.09% of portfolio
879
Q2 2025 Added 1.5%
$44.5B
$243 Million 0.09% of portfolio
4,619
Q2 2025 Added 47.2%
$4.34B
$244 Million 0.09% of portfolio
5,719
Q2 2025 Added 22.1%
$154B
$245 Million 0.09% of portfolio
481
Q2 2025 Added 7.13%
$289B
$214 Million 0.08% of portfolio
897
Q2 2025 Reduced 0.99%
$79.2B
$209 Million 0.08% of portfolio
1,123
Q2 2025 Added 0.9%
$217B
$219 Million 0.08% of portfolio
278
Q2 2025 Added 1.09%
$160B
$207 Million 0.08% of portfolio
891
Q2 2025 Added 0.68%
$17.7B
$218 Million 0.08% of portfolio
1,318
Q2 2025 Added 11.51%
$146B
$224 Million 0.08% of portfolio
1,134
Q1 2025 Added 18.87%
$12.9B
$205 Million 0.08% of portfolio
2,520
Q2 2025 Reduced 0.12%
$57.3B
$205 Million 0.08% of portfolio
248
Q2 2025 Added 121.43%

Summary

  • Portfolio
  • No. of Stocks 320
  • Current Value $267 Billion
  • Prior Value $262 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 145 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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