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Global Financial Private Client

Latest statistics and disclosures from Global Financial Private Client's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, AAPL, VOO, MSFT, SCHD, and represent 18.22% of Global Financial Private Client's stock portfolio.
Added to shares of these 10 stocks: SPY, CAT, SPSM, NUE, QQQM, FSMD, JNK, VOO, CVS, AMZN.
Started 18 new stock positions in INTC, SNPS, BX, JNK, EMHC, LIN, ADM, JHG, GM, OEF. NUE, CVS, SPIB, KOMP, MS, CLX, IJR, SRLN.
Reduced shares in these 10 stocks: BRK.A (-$11M), AAPL, SCHD, AFL, FISR, , SPLB, , , TXN.
Sold out of its positions in BRK.A, HON, IEFA, RWX, RWR, SPAB, SPTL, SPTI.
Global Financial Private Client was a net seller of stock by $-7.6M.
Global Financial Private Client has $281M in assets under management (AUM), dropping by 5.26%.
Central Index Key (CIK): 0002023568

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Portfolio Holdings for Global Financial Private Client

Global Financial Private Client holds 231 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.3	$15M	+13%	22k	666.19	View chart
Apple (AAPL)	4.6	$13M	-22%	51k	254.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.4	$9.6M	+5%	16k	612.36	View chart
Microsoft Corporation (MSFT)	2.9	$8.3M	+2%	16k	517.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$5.4M	-31%	200k	27.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.7	$4.9M	-2%	23k	215.79	View chart
NVIDIA Corporation (NVDA)	1.7	$4.7M	+5%	25k	186.58	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$4.6M	+2%	9.6k	479.58	View chart
JPMorgan Chase & Co. (JPM)	1.5	$4.1M		13k	315.43	View chart
Chevron Corporation (CVX)	1.3	$3.8M		24k	155.29	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	1.3	$3.7M	+12%	62k	59.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$3.3M	-3%	18k	189.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$3.3M	-5%	4.9k	669.30	View chart
Meta Platforms Cl A (META)	1.2	$3.3M	+4%	4.5k	734.38	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.1	$3.2M	-3%	33k	97.82	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	1.1	$3.0M		54k	55.33	View chart
Cisco Systems (CSCO)	1.1	$3.0M		43k	68.42	View chart
International Business Machines (IBM)	1.0	$2.9M		10k	282.15	View chart
Amazon (AMZN)	1.0	$2.9M	+17%	13k	219.57	View chart
Merck & Co (MRK)	1.0	$2.9M		34k	83.93	View chart
Bank of New York Mellon Corporation (BK)	1.0	$2.9M		26k	108.96	View chart
Ge Vernova (GEV)	1.0	$2.8M		4.5k	614.90	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.0	$2.7M		9.8k	279.29	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$2.6M	+12%	60k	42.79	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.9	$2.5M		28k	91.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$2.5M		106k	23.28	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$2.4M	+5%	51k	46.81	View chart
Wal-Mart Stores (WMT)	0.8	$2.3M		22k	103.06	View chart
Exxon Mobil Corporation (XOM)	0.8	$2.3M		20k	112.75	View chart
Oracle Corporation (ORCL)	0.8	$2.2M		7.8k	281.24	View chart
Procter & Gamble Company (PG)	0.8	$2.2M		14k	153.65	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.8	$2.1M	+9%	10k	209.26	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$2.0M	-5%	11k	195.86	View chart
Bank of America Corporation (BAC)	0.7	$2.0M	-2%	40k	51.59	View chart
State Street Corporation (STT)	0.7	$2.0M		18k	116.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$2.0M	+12%	3.3k	600.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$2.0M	+4%	33k	59.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$2.0M	+4%	8.0k	243.10	View chart
Entergy Corporation (ETR)	0.7	$1.9M		21k	93.19	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$1.9M	-6%	10k	194.50	View chart
Home Depot (HD)	0.7	$1.9M		4.8k	405.19	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$1.9M	+39%	7.8k	247.12	View chart
Zions Bancorporation (ZION)	0.7	$1.9M	-2%	34k	56.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$1.9M	+3%	35k	54.18	View chart
McDonald's Corporation (MCD)	0.6	$1.8M	-6%	6.0k	303.88	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$1.8M	-6%	21k	84.11	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$1.6M		33k	49.46	View chart
Select Sector Spdr Tr Communication (XLC)	0.6	$1.6M	+4%	14k	118.37	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$1.6M		30k	53.87	View chart
Raytheon Technologies Corp (RTX)	0.5	$1.5M	+2%	9.1k	167.32	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.5	$1.5M	+100%	33k	46.32	View chart
Vanguard World Consum Dis Etf (VCR)	0.5	$1.5M		3.8k	396.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.5M	+2%	6.1k	243.55	View chart
Lam Research Corp Com New (LRCX)	0.5	$1.5M		11k	133.90	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.5	$1.5M		17k	87.84	View chart
Leidos Holdings (LDOS)	0.5	$1.4M		7.2k	188.96	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$1.4M	+5%	37k	36.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.4M		4.1k	328.17	View chart
Automatic Data Processing (ADP)	0.5	$1.4M		4.6k	293.52	View chart
Ishares Tr Core Msci Pac (IPAC)	0.5	$1.3M	+5%	18k	73.43	View chart
Hci (HCI)	0.5	$1.3M		7.0k	191.93	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$1.3M	-10%	23k	57.47	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$1.3M		3.9k	326.36	View chart
Kroger (KR)	0.5	$1.3M		19k	67.41	View chart
Qualcomm (QCOM)	0.4	$1.2M	-4%	7.5k	166.35	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.4	$1.2M	+73%	28k	44.01	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.2M	+6%	6.6k	186.49	View chart
Ishares Tr Expanded Tech (IGV)	0.4	$1.2M		11k	115.01	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$1.2M	+2%	5.5k	222.17	View chart
Caterpillar (CAT)	0.4	$1.2M	+240%	2.6k	477.15	View chart
Eli Lilly & Co. (LLY)	0.4	$1.2M		1.6k	762.96	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$1.2M		8.7k	139.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$1.2M		15k	78.91	View chart
Spdr Series Trust S&p Cap Mkts (KCE)	0.4	$1.2M	-3%	7.8k	152.85	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.2M	-2%	36k	33.37	View chart
Seacoast Bkg Corp Fla Com New (SBCF)	0.4	$1.2M	-11%	38k	30.43	View chart
Palo Alto Networks (PANW)	0.4	$1.1M		5.6k	203.60	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$1.1M	-5%	11k	100.05	View chart
Nasdaq Omx (NDAQ)	0.4	$1.1M		12k	88.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.1M	-4%	4.4k	241.96	View chart
Arista Networks Com Shs (ANET)	0.4	$1.1M		7.3k	145.71	View chart
Fortinet (FTNT)	0.4	$1.1M	+4%	13k	84.07	View chart
Lockheed Martin Corporation (LMT)	0.4	$1.1M	-3%	2.1k	499.21	View chart
Abbvie (ABBV)	0.4	$1.0M	+3%	4.4k	231.54	View chart
Spdr Series Trust S&p Semicndctr (XSD)	0.4	$1.0M	+3%	3.2k	319.12	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.4	$987k	+3%	21k	47.58	View chart
AFLAC Incorporated (AFL)	0.3	$971k	-44%	8.7k	111.69	View chart
Spdr Series Trust S&p Homebuild (XHB)	0.3	$953k	+5%	8.6k	110.80	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$932k	+2%	2.6k	355.47	View chart
Philip Morris International (PM)	0.3	$921k	+43%	5.7k	162.21	View chart
Gilead Sciences (GILD)	0.3	$905k	+4%	8.2k	111.00	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.3	$894k	+6%	5.1k	176.88	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.3	$883k		6.4k	137.20	View chart
Exelon Corporation (EXC)	0.3	$881k	+10%	20k	45.02	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	0.3	$863k	+94%	30k	28.65	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$861k	+3%	11k	76.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$861k	+4%	12k	72.77	View chart
Boeing Company (BA)	0.3	$859k		4.0k	215.83	View chart
Ssga Active Tr Spdr Ssga My2030 (MYCJ)	0.3	$849k	-5%	34k	25.07	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$845k	+16%	1.8k	463.74	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$842k		18k	46.96	View chart
Royal Caribbean Cruises (RCL)	0.3	$825k		2.5k	323.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$811k	+2%	1.6k	502.82	View chart
EOG Resources (EOG)	0.3	$805k	+5%	7.2k	112.12	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.3	$803k	+15%	14k	57.19	View chart
Ge Aerospace Com New (GE)	0.3	$800k	+4%	2.7k	300.80	View chart
Palantir Technologies Cl A (PLTR)	0.3	$777k		4.3k	182.42	View chart
Nrg Energy Com New (NRG)	0.3	$771k	+55%	4.8k	161.95	View chart
Raymond James Financial (RJF)	0.3	$746k		4.3k	172.60	View chart
Ssga Active Tr Spdr Ssga My2029 (MYCI)	0.3	$744k	-5%	30k	25.09	View chart
Medpace Hldgs (MEDP)	0.3	$733k		1.4k	514.20	View chart
General Dynamics Corporation (GD)	0.3	$706k	+22%	2.1k	341.00	View chart
Walt Disney Company (DIS)	0.2	$699k	-3%	6.1k	114.50	View chart
Colgate-Palmolive Company (CL)	0.2	$688k		8.6k	79.95	View chart
UGI Corporation (UGI)	0.2	$685k		21k	33.26	View chart
Vici Pptys (VICI)	0.2	$682k		21k	32.61	View chart
Goldman Sachs (GS)	0.2	$676k	+3%	849.00	796.69	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$676k	+10%	17k	40.18	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$649k	+9%	6.2k	104.51	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$645k		8.3k	78.09	View chart
Nucor Corporation (NUE)	0.2	$634k	NEW	4.7k	135.44	View chart
Ssga Active Tr Spdr Ssga My2031 (MYCK)	0.2	$628k	-6%	25k	25.17	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.2	$613k	+5%	11k	56.47	View chart
Verizon Communications (VZ)	0.2	$607k	+30%	14k	43.95	View chart
Vanguard World Industrial Etf (VIS)	0.2	$598k	+5%	2.0k	296.29	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$594k		6.6k	89.62	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$590k		2.1k	281.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$582k	-6%	30k	19.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$582k	-6%	28k	20.69	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$574k		8.1k	70.85	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$564k		3.0k	187.73	View chart
Builders FirstSource (BLDR)	0.2	$563k	+22%	4.6k	121.25	View chart
Tesla Motors (TSLA)	0.2	$554k		1.2k	444.73	View chart
Amgen (AMGN)	0.2	$544k	+85%	1.9k	282.21	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$541k	-6%	15k	37.11	View chart
Broadcom (AVGO)	0.2	$531k	+14%	1.6k	329.92	View chart
Coca-Cola Company (KO)	0.2	$521k	+2%	7.9k	66.32	View chart
Delta Air Lines Inc Del Com New (DAL)	0.2	$519k	+60%	9.1k	56.75	View chart
Visa Com Cl A (V)	0.2	$517k	-3%	1.5k	341.26	View chart
Texas Instruments Incorporated (TXN)	0.2	$511k	-32%	2.8k	183.73	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$510k	+5%	1.0k	490.38	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$509k		10k	48.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$506k	-21%	7.7k	65.26	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.2	$504k	NEW	5.1k	97.99	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$497k		5.3k	93.37	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$486k		3.3k	148.61	View chart
Mastercard Incorporated Cl A (MA)	0.2	$484k	+6%	850.00	568.80	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$475k	-11%	3.4k	140.05	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$474k		8.2k	57.52	View chart
Sofi Technologies (SOFI)	0.2	$463k		18k	26.42	View chart
TJX Companies (TJX)	0.2	$462k		3.2k	144.54	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$461k		5.9k	78.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$459k	+4%	1.8k	254.28	View chart
CVS Caremark Corporation (CVS)	0.2	$453k	NEW	6.0k	75.39	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$453k	-2%	2.9k	154.23	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$447k	+4%	8.9k	50.47	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$433k		16k	27.75	View chart
Ssga Active Tr Spdr Ssga My2032 (MYCL)	0.2	$429k	-6%	17k	25.09	View chart
Ssga Active Tr Spdr Ssga My2033 (MYCM)	0.2	$429k	-5%	17k	25.05	View chart
Etf Ser Solutions Aam Lw Dur Pfd (PFLD)	0.2	$426k	-2%	22k	19.70	View chart
Ssga Active Tr Spdr Ssga My2028 (MYCH)	0.2	$422k	-5%	17k	25.14	View chart
American Express Company (AXP)	0.1	$414k	+5%	1.2k	332.16	View chart
Archer Daniels Midland Company (ADM)	0.1	$400k	NEW	6.7k	59.74	View chart
Apollo Global Mgmt (APO)	0.1	$395k	+8%	3.0k	133.27	View chart
Rocket Lab Corp (RKLB)	0.1	$394k		8.2k	47.90	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$386k	+23%	6.5k	59.20	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$381k	+59%	4.2k	91.75	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$372k		6.7k	55.83	View chart
Uber Technologies (UBER)	0.1	$370k	+4%	3.8k	97.97	View chart
Union Pacific Corporation (UNP)	0.1	$370k		1.6k	236.38	View chart
Johnson & Johnson (JNJ)	0.1	$364k	+5%	2.0k	185.42	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$364k	+9%	5.5k	65.92	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$357k		7.5k	47.63	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$357k		7.0k	51.23	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$355k	-17%	7.6k	46.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$354k	-5%	2.5k	140.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$350k	-18%	2.9k	120.72	View chart
Vistra Energy (VST)	0.1	$349k	+5%	1.8k	195.93	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.1	$341k	-67%	13k	26.05	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$340k	+7%	5.2k	65.00	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$337k	-2%	3.8k	89.34	View chart
General Motors Company (GM)	0.1	$334k	NEW	5.5k	60.97	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$332k		2.6k	125.95	View chart
Abbott Laboratories (ABT)	0.1	$331k	+3%	2.5k	133.95	View chart
First Solar (FSLR)	0.1	$326k	+12%	1.5k	220.53	View chart
At&t (T)	0.1	$324k	-9%	12k	28.24	View chart
Waste Management (WM)	0.1	$320k		1.5k	220.84	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$306k	-16%	4.5k	67.83	View chart
Pepsi (PEP)	0.1	$305k	+4%	2.2k	140.47	View chart
Healthcare Rlty Tr Cl A Com (HR)	0.1	$304k		17k	18.03	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$304k	+3%	5.3k	57.10	View chart
Capital One Financial (COF)	0.1	$302k		1.4k	212.58	View chart
Corning Incorporated (GLW)	0.1	$301k	-20%	3.7k	82.03	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$299k		6.0k	50.07	View chart
Synopsys (SNPS)	0.1	$297k	NEW	602.00	493.50	View chart
Costco Wholesale Corporation (COST)	0.1	$296k	+4%	320.00	925.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$291k	+2%	1.4k	206.51	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$284k	NEW	854.00	332.82	View chart
UnitedHealth (UNH)	0.1	$278k	-15%	806.00	345.30	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$272k		2.9k	95.15	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$259k	NEW	7.7k	33.89	View chart
Janus Henderson Group Ord Shs (JHG)	0.1	$253k	NEW	5.7k	44.51	View chart
Chewy Cl A (CHWY)	0.1	$250k	+8%	6.2k	40.45	View chart
Travelers Companies (TRV)	0.1	$247k		884.00	279.21	View chart
Spdr Series Trust Portfolio Ln Cor (SPLB)	0.1	$245k	-64%	11k	23.12	View chart
Marriott Intl Cl A (MAR)	0.1	$244k		937.00	260.44	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$243k	-12%	2.8k	86.80	View chart
Deere & Company (DE)	0.1	$240k	+8%	524.00	457.29	View chart
Spdr Series Trust S&p Kensho New (KOMP)	0.1	$237k	NEW	3.8k	62.26	View chart
Clorox Company (CLX)	0.1	$236k	NEW	1.9k	123.27	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$236k		5.0k	47.52	View chart
Morgan Stanley Com New (MS)	0.1	$235k	NEW	1.5k	158.96	View chart
Danaher Corporation (DHR)	0.1	$232k	+3%	1.2k	198.26	View chart
PNC Financial Services (PNC)	0.1	$229k		1.1k	200.93	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$228k	NEW	1.3k	170.90	View chart
Ssga Active Tr Spdr Ssga My2030 (MYMJ)	0.1	$226k	+5%	9.1k	24.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$226k	+3%	1.5k	145.65	View chart
Metropcs Communications (TMUS)	0.1	$221k	+3%	924.00	239.37	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$219k	NEW	5.3k	41.58	View chart
Spdr Series Trust Bloomberg Emg Mk (EMHC)	0.1	$216k	NEW	8.6k	25.19	View chart
Intel Corporation (INTC)	0.1	$215k	NEW	6.4k	33.55	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$213k		8.2k	25.98	View chart
Axon Enterprise (AXON)	0.1	$212k	+19%	296.00	717.60	View chart
Service Corporation International (SCI)	0.1	$211k		2.5k	83.22	View chart
Linde SHS (LIN)	0.1	$210k	NEW	442.00	475.00	View chart
Ssga Active Tr Spdr Ssga My2027 (MYCG)	0.1	$208k	-6%	8.3k	25.10	View chart
Vanguard World Financials Etf (VFH)	0.1	$208k		1.6k	131.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$207k	NEW	1.7k	118.83	View chart
Intuit (INTU)	0.1	$202k	+6%	296.00	682.91	View chart
Netflix (NFLX)	0.1	$201k		168.00	1198.92	View chart
Ford Motor Company (F)	0.1	$141k		12k	11.96	View chart

Past Filings by Global Financial Private Client

SEC 13F filings are viewable for Global Financial Private Client going back to 2020

Global Financial Private Client 2025 Q3 filed Oct. 21, 2025
Global Financial Private Client 2025 Q2 filed July 10, 2025
Global Financial Private Client 2025 Q1 filed April 8, 2025
Global Financial Private Client 2024 Q4 filed Jan. 14, 2025
Global Financial Private Client 2024 Q3 filed Oct. 7, 2024
Global Financial Private Client 2024 Q2 filed July 29, 2024
Global Financial Private Client 2020 Q2 filed May 16, 2024
Global Financial Private Client 2020 Q3 filed May 16, 2024
Global Financial Private Client 2020 Q4 filed May 16, 2024
Global Financial Private Client 2021 Q1 filed May 16, 2024
Global Financial Private Client 2021 Q2 filed May 16, 2024
Global Financial Private Client 2021 Q3 filed May 16, 2024
Global Financial Private Client 2021 Q4 filed May 16, 2024
Global Financial Private Client 2022 Q1 filed May 16, 2024
Global Financial Private Client 2022 Q2 filed May 16, 2024
Global Financial Private Client 2022 Q3 filed May 16, 2024

View all past filings

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