Global Financial Private Client, LLC Portfolio Holdings

Global Financial Private Client, LLC

  • $257 Billion
  • Q3 2024

Global Financial Private Client, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $257 Billion distributed in 807 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.7B, Spdr S&P 500 ETF Trust with a value of $11.9B, Berkshire Hathaway Inc with a value of $10.4B, Schwab Strategic Tr Us Dividen with a value of $8.21B, and Vanguard Index Fds S&P 500 ETF with a value of $7.02B.

Examining the 13F form we can see an increase of $17.4B in the current position value, from $239B to 257B.

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 $257 Billion
ETFs: $126 Billion
Technology: $41.4 Billion
Financial Services: $30.3 Billion
Industrials: $9.62 Billion
Consumer Cyclical: $9.19 Billion
Healthcare: $8.83 Billion
Consumer Defensive: $8.69 Billion
Communication Services: $7.52 Billion
Other: $11.1 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.1 Million 0.01% of portfolio
2,486
Q1 2024 New
$3.78M
$578,000 0.0% of portfolio
5,000
Q4 2019 New
$0
$8.69 Million 0.0% of portfolio
415
Q4 2021 New
$0
$7.42 Million 0.0% of portfolio
561
Q4 2021 New
$0
$6.48 Million 0.0% of portfolio
589
Q4 2019 New

Summary

  • Portfolio
  • No. of Stocks 807
  • Current Value $257 Billion
  • Prior Value $239 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 146 stocks
  • Additional Purchases 258 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
Track This Portfolio

Track Global Financial Private Client, LLC Portfolio

Follow Global Financial Private Client, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Financial Private Client, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Financial Private Client, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email