Global Financial Private Client, LLC Portfolio Holdings

Global Financial Private Client, LLC

  • $267 Billion
  • Q4 2024

Global Financial Private Client, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $267 Billion distributed in 1661 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18B, Spdr S&P 500 ETF Trust with a value of $12B, Berkshire Hathaway Inc with a value of $10.2B, Schwab Strategic Tr Us Dividen with a value of $7.93B, and Vanguard Index Fds S&P 500 ETF with a value of $7.48B.

Examining the 13F form we can see an increase of $10.2B in the current position value, from $257B 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: $43.9 Billion
Financial Services: $32.4 Billion
Industrials: $10.6 Billion
Consumer Cyclical: $9.46 Billion
Consumer Defensive: $9.34 Billion
Communication Services: $7.76 Billion
Healthcare: $7.42 Billion
Other: $10.7 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12 Billion 4.5% of portfolio
20,490
Q4 2024 Reduced 1.04%
$0
$7.93 Billion 2.97% of portfolio
290,319
Q4 2024 Added 198.94%
$0
$7.48 Billion 2.81% of portfolio
13,883
Q4 2024 Added 4.35%
$0
$4.46 Billion 1.67% of portfolio
22,777
Q4 2024 Added 0.54%
$0
$3.9 Billion 1.46% of portfolio
9,508
Q4 2024 Reduced 8.26%
$0
$3.33 Billion 1.25% of portfolio
37,275
Q4 2024 Added 1.85%
$0
$3.13 Billion 1.18% of portfolio
5,324
Q4 2024 Reduced 2.22%
$0
$2.9 Billion 1.09% of portfolio
16,578
Q4 2024 Added 0.34%
$0
$2.81 Billion 1.06% of portfolio
55,022
Q4 2024 Reduced 1.85%
$0
$2.65 Billion 0.99% of portfolio
49,593
Q4 2024 Added 2.32%
$0
$2.02 Billion 0.76% of portfolio
5,392
Q4 2024 Added 2.57%
$0
$1.99 Billion 0.75% of portfolio
107,541
Q4 2024 Added 95.47%
$0
$2 Billion 0.75% of portfolio
52,070
Q4 2024 Reduced 2.22%
$0
$1.86 Billion 0.7% of portfolio
10,460
Q4 2024 Reduced 1.52%
$0
$1.81 Billion 0.68% of portfolio
52,956
Q4 2024 Added 1.64%
$0
$1.79 Billion 0.67% of portfolio
22,288
Q4 2024 Added 17.83%
$0
$1.6 Billion 0.6% of portfolio
32,697
Q4 2024 Added 12.14%
$0
$1.55 Billion 0.58% of portfolio
3,031
Q4 2024 Added 0.07%
$0
$1.51 Billion 0.57% of portfolio
7,197
Q4 2024 Added 37.85%
$0
$1.52 Billion 0.57% of portfolio
10,451
Q4 2024 Added 0.58%
$0
$1.48 Billion 0.55% of portfolio
30,887
Q4 2024 Reduced 7.78%
$0
$1.47 Billion 0.55% of portfolio
33,373
Q4 2024 Added 6.86%
$0
$1.38 Billion 0.52% of portfolio
24,447
Q4 2024 Added 0.65%
$0
$1.35 Billion 0.51% of portfolio
15,501
Q4 2024 Added 5.16%
$0
$1.21 Billion 0.45% of portfolio
10,505
Q4 2024 Added 4.4%
$0
$1.2 Billion 0.45% of portfolio
4,144
Q4 2024 Added 668.83%
$0
$1.16 Billion 0.44% of portfolio
5,251
Q3 2024 Reduced 0.79%
$0
$1.15 Billion 0.43% of portfolio
8,370
Q4 2024 Added 8.94%
$0
$1.15 Billion 0.43% of portfolio
14,908
Q4 2024 Added 3.26%
$0
$1.09 Billion 0.41% of portfolio
11,279
Q4 2024 Added 27.39%
$0
$1.09 Billion 0.41% of portfolio
10,720
Q4 2024 Added 14.03%
$0
$1.06 Billion 0.4% of portfolio
21,944
Q4 2024 Added 3.78%
$0
$1.06 Billion 0.4% of portfolio
10,557
Q4 2024 Added 42.45%
$0
$1.05 Billion 0.39% of portfolio
6,199
Q4 2024 Reduced 5.53%
$0
$1.01 Billion 0.38% of portfolio
7,360
Q4 2024 Added 3.87%
$0
$1 Billion 0.38% of portfolio
11,804
Q4 2024 Added 0.27%
$0
$1.02 Billion 0.38% of portfolio
14,360
Q4 2024 Added 4.99%
$0
$988 Million 0.37% of portfolio
10,866
Q4 2024 Added 5.33%
$0
$972 Million 0.36% of portfolio
5,255
Q4 2024 Added 34.36%
$0
$956 Million 0.36% of portfolio
3,949
Q3 2024 Reduced 37.92%
$0
$944 Million 0.35% of portfolio
35,443
Q4 2024 Reduced 0.66%
$0
$940 Million 0.35% of portfolio
54,471
Q4 2024 Reduced 0.84%
$0
$848 Million 0.32% of portfolio
18,879
Q4 2024 Added 7.0%
$0
$843 Million 0.32% of portfolio
8,065
Q4 2024 Added 10.87%
$0
$847 Million 0.32% of portfolio
47,394
Q4 2024 Added 8.5%
$0
$840 Million 0.31% of portfolio
9,326
Q4 2024 Added 8.45%
$0
$802 Million 0.3% of portfolio
18,457
Q4 2024 Added 0.48%
$0
$801 Million 0.3% of portfolio
17,658
Q4 2024 Added 2.61%
$0
$782 Million 0.29% of portfolio
8,190
Q4 2024 Added 78.7%

Summary

  • Portfolio
  • No. of Stocks 1,661
  • Current Value $267 Billion
  • Prior Value $257 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 881 stocks
  • Additional Purchases 430 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 145 stocks
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