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.
Stock Holdings Table Companies Only
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