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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 AAPL, SPY, VOO, MSFT, NVDA, and represent 18.77% of Global Financial Private Client's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp, CRWD, CVS, MFC, SPDW, NVDA, HOOD, IVZ, FISR, DFIC.
Started 7 new stock positions in CSX, HOOD, Exxon Mobil Corp, ABT, MFC, CORO, MYCG.
Reduced shares in these 10 stocks: DFAC, DFSV, DUHP, IGV, MRK, QCOM, LDOS, AOM, AU, TSM.
Sold out of its positions in AXON, CDNS, COHR, DFAC, DFSV, DUHP, EIX, Global X Fds, HR, IGV. MBB, AOM, LDOS, SPIB, LUV, WFC, AU.
Global Financial Private Client was a net seller of stock by $-6.8M.
Global Financial Private Client has $362M in assets under management (AUM), dropping by -1.73%.
Central Index Key (CIK): 0002023568

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Portfolio Holdings for Global Financial Private Client

Global Financial Private Client holds 236 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.2	$19M		57k	333.02	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	5.1	$19M		24k	762.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.6	$13M		19k	700.89	View chart
Microsoft Corporation (MSFT)	2.6	$9.6M	-4%	19k	512.90	View chart
NVIDIA Corporation (NVDA)	2.2	$7.9M	+5%	35k	228.38	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.7	$6.0M		186k	32.53	View chart
Chevron Corporation (CVX)	1.6	$5.9M		29k	204.21	View chart
Cisco Systems (CSCO)	1.5	$5.5M	+2%	51k	107.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$5.5M		24k	233.32	View chart
JPMorgan Chase & Co. (JPM)	1.4	$5.0M		15k	330.84	View chart
Ssga Active Tr State Street Us (XLSR)	1.4	$5.0M	+3%	76k	66.41	View chart
Ge Vernova (GEV)	1.3	$4.7M	-10%	5.0k	950.49	View chart
Amazon (AMZN)	1.3	$4.6M	+6%	19k	249.15	View chart
Lam Research Corp Com New (LRCX)	1.3	$4.6M	+3%	14k	328.51	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	1.3	$4.6M	-4%	51k	90.11	View chart
Meta Platforms Cl A (META)	1.3	$4.6M		6.3k	725.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$4.4M	+3%	21k	208.02	View chart
Merck & Co (MRK)	1.2	$4.4M	-22%	31k	145.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$4.3M		5.6k	765.85	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.1	$3.9M	-17%	8.5k	456.23	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.1	$3.8M	+13%	76k	50.21	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.0	$3.8M		34k	112.24	View chart
Bank of New York Mellon Corporation (BNY)	1.0	$3.6M	-12%	25k	144.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$3.4M	+4%	10k	344.08	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.9	$3.4M	+2%	65k	51.76	View chart
Palo Alto Networks (PANW)	0.9	$3.4M		8.5k	397.31	View chart
Exxonmobil Holdings Corp Com Shs	0.9	$3.3M	NEW	20k	162.75	View chart
State Street Corporation (STT)	0.9	$3.2M		18k	174.59	View chart
Spdr Series Trust St Str P500val (SPYV)	0.9	$3.2M	-2%	52k	61.13	View chart
Fortinet (FTNT)	0.8	$2.9M		16k	178.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$2.8M		11k	264.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$2.7M	-4%	100k	27.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$2.4M		3.3k	739.84	View chart
Caterpillar (CAT)	0.7	$2.4M		3.0k	810.79	View chart
Wal-Mart Stores (WMT)	0.7	$2.4M		23k	103.92	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$2.4M		7.8k	304.64	View chart
International Business Machines (IBM)	0.7	$2.4M		11k	219.93	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.6	$2.4M	+2%	11k	207.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.3M	-4%	33k	70.61	View chart
Raytheon Technologies Corp (RTX)	0.6	$2.3M	+4%	12k	185.65	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.6	$2.3M		3.8k	609.00	View chart
Arista Networks Com Shs (ANET)	0.6	$2.3M	-5%	11k	203.59	View chart
Bank of America Corporation (BAC)	0.6	$2.2M		40k	54.43	View chart
Entergy Corporation (ETR)	0.6	$2.2M		22k	99.26	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.6	$2.2M	+10%	19k	115.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.2M		37k	59.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.2M		6.3k	340.74	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$2.1M		51k	41.43	View chart
Procter & Gamble Company (PG)	0.6	$2.1M		15k	145.28	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$2.1M	+18%	56k	37.61	View chart
Ishares Tr Core Msci Pac (IPAC)	0.6	$2.1M		24k	85.11	View chart
Eli Lilly & Co. (LLY)	0.6	$2.0M		1.8k	1157.57	View chart
Zions Bancorporation (ZION)	0.5	$1.9M		30k	62.65	View chart
Gilead Sciences (GILD)	0.5	$1.9M	+5%	13k	149.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$1.8M		8.2k	222.24	View chart
Nasdaq Omx (NDAQ)	0.5	$1.8M	+5%	19k	92.01	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.5	$1.8M		5.9k	300.06	View chart
Abbvie (ABBV)	0.5	$1.7M	+10%	6.7k	261.59	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$1.7M	+327%	6.4k	264.75	View chart
Spdr Series Trust St Str Sp Semi (XSD)	0.5	$1.7M		3.2k	529.62	View chart
Amgen (AMGN)	0.5	$1.7M	+10%	4.0k	421.57	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.5	$1.6M		15k	110.97	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.5	$1.6M		31k	53.40	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.4	$1.6M		4.3k	374.24	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.4	$1.6M		9.5k	168.42	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$1.6M		20k	78.31	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.4	$1.5M	+4%	28k	52.86	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$1.5M		22k	66.76	View chart
CVS Caremark Corporation (CVS)	0.4	$1.5M	+87%	17k	85.69	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.4	$1.5M	+3%	35k	42.69	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$1.5M		13k	112.94	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.5M	+3%	7.8k	187.05	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.4	$1.5M		30k	49.17	View chart
Medpace Hldgs (MEDP)	0.4	$1.4M		2.3k	624.18	View chart
Lockheed Martin Corporation (LMT)	0.4	$1.4M	+4%	2.8k	509.33	View chart
Ge Aerospace Com New (GE)	0.4	$1.4M	+14%	4.5k	312.29	View chart
McDonald's Corporation (MCD)	0.4	$1.4M		6.0k	230.93	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.4	$1.4M	-5%	6.3k	216.08	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.4	$1.3M	-5%	34k	39.22	View chart
Delta Air Lines Com New (DAL)	0.4	$1.3M	+4%	16k	83.46	View chart
Vanguard World Consum Dis Etf (VCR)	0.4	$1.3M		3.6k	364.68	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.4	$1.3M	+11%	11k	123.08	View chart
EOG Resources (EOG)	0.4	$1.3M	+4%	9.4k	137.76	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.3	$1.3M		12k	103.09	View chart
Corning Incorporated (GLW)	0.3	$1.3M	+17%	8.2k	153.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.2M		4.4k	277.89	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.2M	-3%	34k	36.45	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.3	$1.2M		13k	95.65	View chart
Kroger (KR)	0.3	$1.2M	+2%	21k	58.62	View chart
Nucor Corporation (NUE)	0.3	$1.2M		5.2k	233.75	View chart
Hci (HCI)	0.3	$1.2M		7.0k	173.82	View chart
Home Depot (HD)	0.3	$1.2M		4.2k	284.49	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.2M	-24%	25k	46.87	View chart
Spdr Series Trust St Str Sp Capmkt (KCE)	0.3	$1.2M		7.5k	154.14	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$1.1M	+5%	18k	63.04	View chart
General Dynamics Corporation (GD)	0.3	$1.1M	+6%	3.3k	331.83	View chart
Cummins (CMI)	0.3	$1.1M	+7%	2.1k	516.57	View chart
Oracle Corporation (ORCL)	0.3	$1.1M	-2%	7.8k	137.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.0M	+5%	2.7k	380.84	View chart
AFLAC Incorporated (AFL)	0.3	$1.0M		9.2k	111.78	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$1.0M	+18%	25k	39.72	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.3	$985k		5.6k	176.14	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.3	$970k	+6%	21k	45.57	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$958k		12k	78.10	View chart
Boeing Company (BA)	0.3	$950k	+3%	5.1k	186.05	View chart
Spdr Series Trust St Str Sp Home (XHB)	0.3	$914k		9.5k	96.03	View chart
Morgan Stanley Com New (MS)	0.3	$912k		4.8k	188.08	View chart
Seacoast Bkg Corp Fla Com New (SBCF)	0.2	$900k		28k	31.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$888k		1.8k	497.95	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$877k		1.7k	508.55	View chart
Exelon Corporation (EXC)	0.2	$872k		22k	40.40	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$867k	+39%	10k	85.41	View chart
Ssga Active Tr State Str My2031 (MYCK)	0.2	$864k		36k	23.86	View chart
Invesco SHS (IVZ)	0.2	$861k	+63%	29k	30.16	View chart
Micron Technology (MU)	0.2	$835k	+8%	784.00	1065.13	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$819k		4.2k	195.75	View chart
Synopsys (SNPS)	0.2	$809k	+22%	1.9k	434.94	View chart
Ssga Active Tr St Str Secto Etf (FISR)	0.2	$804k	+71%	33k	24.41	View chart
Goldman Sachs (GS)	0.2	$799k		887.00	900.36	View chart
Texas Instruments Incorporated (TXN)	0.2	$799k		2.9k	280.09	View chart
Bhp Billiton Sponsored Ads (BHP)	0.2	$798k	+37%	9.4k	84.84	View chart
UGI Corporation (UGI)	0.2	$788k		22k	35.67	View chart
Intel Corporation (INTC)	0.2	$786k		6.5k	120.23	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$779k	-33%	10k	76.40	View chart
Ssga Active Tr State Str My2030 (MYCJ)	0.2	$773k		32k	23.93	View chart
General Motors Company (GM)	0.2	$769k	+12%	10k	77.00	View chart
Rocket Lab Corp (RKLB)	0.2	$751k	+75%	11k	69.68	View chart
Deere & Company (DE)	0.2	$750k	+15%	1.1k	671.56	View chart
Colgate-Palmolive Company (CL)	0.2	$748k		8.8k	85.32	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.2	$726k		15k	48.70	View chart
Vanguard World Industrial Etf (VIS)	0.2	$716k		2.2k	320.51	View chart
Coca-Cola Company (KO)	0.2	$709k		8.2k	86.08	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.2	$698k	+29%	6.4k	108.30	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$697k	+17%	16k	43.29	View chart
Ssga Active Tr State Street My (MYCI)	0.2	$688k		28k	24.27	View chart
Broadcom (AVGO)	0.2	$687k	+6%	2.0k	351.19	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$678k	-15%	15k	44.41	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$672k	+19%	20k	33.69	View chart
Ssga Active Tr State Str My2032 (MYCL)	0.2	$640k		27k	23.59	View chart
Visa Com Cl A (V)	0.2	$634k	+3%	1.8k	359.33	View chart
Royal Caribbean Cruises (RCL)	0.2	$631k		2.4k	265.86	View chart
Raymond James Financial (RJF)	0.2	$612k		3.9k	158.02	View chart
Quantinuum Cl A Com	0.2	$611k	+7%	13k	48.06	View chart
Manulife Finl Corp (MFC)	0.2	$602k	NEW	14k	42.59	View chart
Tesla Motors (TSLA)	0.2	$588k	+7%	1.7k	354.81	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.2	$586k		12k	51.05	View chart
Cloudflare Cl A Com (NET)	0.2	$582k	+3%	1.7k	347.28	View chart
First Solar (FSLR)	0.2	$580k	+24%	3.3k	175.16	View chart
Archer Daniels Midland Company (ADM)	0.2	$576k		7.3k	79.39	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$572k		3.0k	190.59	View chart
Johnson & Johnson (JNJ)	0.2	$566k	+3%	2.1k	264.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$558k		7.7k	71.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$553k		5.3k	103.89	View chart
Vistra Energy (VST)	0.1	$542k	+16%	3.9k	138.35	View chart
Spdr Series Trust Sp Kensho Newec (KOMP)	0.1	$537k	+19%	8.1k	66.45	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$527k		8.3k	63.61	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$520k	-3%	27k	19.52	View chart
Mastercard Incorporated Cl A (MA)	0.1	$513k	+2%	930.00	551.47	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$509k		8.3k	61.50	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$502k	-4%	1.8k	284.49	View chart
Walt Disney Company (DIS)	0.1	$500k		4.8k	104.90	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$493k		10k	47.25	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$491k		14k	35.22	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$490k		2.9k	166.98	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$490k		3.3k	148.30	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$490k		3.3k	146.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$488k	-19%	6.7k	72.86	View chart
Ssga Active Tr State Str My2033 (MYCM)	0.1	$485k		21k	23.44	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$476k	+9%	10k	47.34	View chart
Union Pacific Corporation (UNP)	0.1	$462k		1.7k	272.13	View chart
Lumentum Hldgs (LITE)	0.1	$448k	+64%	461.00	971.22	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$445k		2.6k	169.04	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$443k	+24%	11k	42.40	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$442k	+2%	2.8k	157.68	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$440k	+26%	11k	41.14	View chart
TJX Companies (TJX)	0.1	$432k	-2%	3.3k	132.31	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.1	$415k	+4%	20k	20.38	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$409k		16k	26.23	View chart
American Express Company (AXP)	0.1	$409k		1.3k	304.10	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$405k	-21%	6.5k	62.73	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$398k	-44%	4.3k	92.75	View chart
Ssga Active Tr State Street My (MYCH)	0.1	$395k		16k	24.62	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$394k		7.5k	52.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$390k		2.7k	142.26	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$390k	+23%	14k	27.05	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$379k	NEW	3.4k	112.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$378k		2.4k	155.20	View chart
Advanced Micro Devices (AMD)	0.1	$377k	-3%	616.00	611.76	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$368k		5.3k	69.26	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$361k	-12%	7.6k	47.58	View chart
Travelers Companies (TRV)	0.1	$352k		988.00	356.51	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$345k	-3%	6.1k	56.22	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$343k		3.8k	89.76	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$339k		2.8k	121.24	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$338k		6.7k	50.74	View chart
Sofi Technologies (SOFI)	0.1	$337k	+24%	22k	15.72	View chart
UnitedHealth (UNH)	0.1	$331k	-3%	901.00	367.08	View chart
Qualcomm (QCOM)	0.1	$331k	-77%	1.8k	184.04	View chart
CSX Corporation (CSX)	0.1	$330k	NEW	7.1k	46.51	View chart
Costco Wholesale Corporation (COST)	0.1	$328k	+6%	360.00	910.34	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$322k		5.0k	64.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$321k		1.4k	228.28	View chart
Phillips 66 (PSX)	0.1	$317k	+3%	1.2k	255.31	View chart
Waste Management (WM)	0.1	$316k	+3%	1.6k	203.92	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$311k	+6%	7.0k	44.09	View chart
Synchrony Financial (SYF)	0.1	$303k	+17%	4.3k	70.97	View chart
At&t (T)	0.1	$296k	+4%	12k	24.40	View chart
Capital One Financial (COF)	0.1	$289k		1.5k	193.07	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$283k		6.0k	47.36	View chart
Devon Energy Corporation (DVN)	0.1	$277k	+15%	6.0k	46.04	View chart
Pepsi (PEP)	0.1	$276k	+4%	2.2k	126.75	View chart
Philip Morris International (PM)	0.1	$275k		1.4k	190.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$275k		2.0k	136.04	View chart
PNC Financial Services (PNC)	0.1	$265k		1.2k	222.26	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$262k		5.3k	49.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$258k		1.5k	166.28	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$257k	+25%	11k	23.85	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$255k	-21%	3.1k	81.16	View chart
Linde SHS (LIN)	0.1	$244k	+3%	515.00	474.65	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.1	$243k		12k	19.89	View chart
Kla Corp Com New (KLAC)	0.1	$241k		1.2k	194.93	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$238k		6.6k	35.93	View chart
Spdr Series Trust St Str Sp Trans (XTN)	0.1	$232k	+2%	2.4k	97.92	View chart
Marvell Technology (MRVL)	0.1	$231k		873.00	264.21	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	0.1	$226k		9.5k	23.87	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$223k	NEW	6.1k	36.35	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$222k		5.5k	40.39	View chart
Marriott Intl Cl A (MAR)	0.1	$222k		623.00	355.67	View chart
Ssga Active Tr State Street My (MYMJ)	0.1	$218k		9.1k	23.91	View chart
Abbott Laboratories (ABT)	0.1	$218k	NEW	2.2k	98.87	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$207k		8.2k	25.25	View chart
Vanguard World Financials Etf (VFH)	0.1	$206k		1.6k	130.09	View chart
Ssga Active Tr State Street My (MYCG)	0.1	$202k	NEW	8.1k	24.91	View chart
Nextera Energy (NEE)	0.1	$201k		2.7k	75.74	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$199k	+5%	13k	15.74	View chart
Ford Motor Company (F)	0.0	$158k		13k	12.06	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 2026 Q3 filed Oct. 15, 2026
Global Financial Private Client 2026 Q2 filed July 20, 2026
Global Financial Private Client 2026 Q1 filed April 20, 2026
Global Financial Private Client 2025 Q4 filed Jan. 27, 2026
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

View all past filings

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