Global Financial Private Client, LLC Portfolio Holdings

Global Financial Private Client, LLC

  • $281 Billion
  • Q3 2025

Global Financial Private Client, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $281 Billion distributed in 341 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $14.8B, Apple Inc. with a value of $13B, Vanguard Index Fds S&P 500 ETF with a value of $9.64B, Microsoft Corp with a value of $8.28B, and Schwab Strategic Tr Us Dividen with a value of $5.45B.

Examining the 13F form we can see an increase of $14B in the current position value, from $267B to 281B.

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 $281 Billion
ETFs: $137 Billion
Technology: $46.2 Billion
Financial Services: $23.5 Billion
Industrials: $12.3 Billion
Consumer Cyclical: $9.66 Billion
Consumer Defensive: $9.11 Billion
Healthcare: $8.94 Billion
Communication Services: $8.77 Billion
Other: $12.8 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.77B
$1.92 Billion 0.68% of portfolio
33,890
Q3 2025 Reduced 2.07%
$7B
$685 Million 0.24% of portfolio
20,592
Q3 2025 Reduced 0.7%
$7.13B
$253 Million 0.09% of portfolio
5,674
Q3 2025 New
$3.84B
$250 Million 0.09% of portfolio
6,191
Q3 2025 Added 8.25%

Summary

  • Portfolio
  • No. of Stocks 341
  • Current Value $281 Billion
  • Prior Value $267 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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