Global Financial Private Client, LLC has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $239 Billion distributed in 683 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.9B, Spdr S&P 500 ETF Trust with a value of $11B, Berkshire Hathaway Inc with a value of $9.18B, Schwab Strategic Tr Us Dividen with a value of $7.6B, and Vanguard Index Fds S&P 500 ETF with a value of $6.82B.
Examining the 13F form we can see an increase of $6.53B in the current position value, from $233B to 239B.
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
$239 Billion
ETFs: $121 Billion
Technology: $40.9 Billion
Financial Services: $26.6 Billion
Industrials: $8.37 Billion
Healthcare: $7.86 Billion
Consumer Defensive: $7.75 Billion
Consumer Cyclical: $7.56 Billion
Energy: $7.24 Billion
Other: $9.67 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
