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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 16.65% of Global Financial Private Client's stock portfolio.
Added to shares of these 10 stocks: DFAC, VOO, DFIC, DFSV, DUHP, CMI, AAPL, MSFT, NVDA, META.
Started 19 new stock positions in LIN, SPYM, DG, MAR, TMUS, CMI, SCI, FBTC, DFIC, PSX. NET, DISV, IJR, DIHP, BALL, BIL, BSMV, MU, DFEM.
Reduced shares in these 10 stocks: ADP, JHG, PFLD, OEF, MTUM, WFC, AXON, , CHWY, BX.
Sold out of its positions in ADP, AXON, BX, CHWY, PFLD, OEF, MTUM, VFH, WFC, JHG.
Global Financial Private Client was a net buyer of stock by $24M.
Global Financial Private Client has $306M in assets under management (AUM), dropping by 7.11%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.8	$15M		23k	650.35	View chart
Apple (AAPL)	4.5	$14M	+5%	54k	253.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.4	$10M	+12%	17k	597.54	View chart
Microsoft Corporation (MSFT)	2.2	$6.7M	+10%	18k	370.17	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$5.7M		185k	30.68	View chart
Chevron Corporation (CVX)	1.8	$5.4M	+7%	26k	206.90	View chart
NVIDIA Corporation (NVDA)	1.7	$5.1M	+14%	29k	174.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$5.0M	+3%	23k	215.06	View chart
Merck & Co (MRK)	1.4	$4.4M	+6%	37k	120.29	View chart
Ge Vernova (GEV)	1.4	$4.4M	+10%	5.0k	872.90	View chart
JPMorgan Chase & Co. (JPM)	1.4	$4.1M	+6%	14k	294.16	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$3.9M		8.9k	436.79	View chart
Ssga Active Tr State Street Us (XLSR)	1.3	$3.8M	+3%	67k	57.74	View chart
Cisco Systems (CSCO)	1.2	$3.7M	+10%	48k	77.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$3.7M	+9%	19k	191.92	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.1	$3.5M	-2%	77k	45.65	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.1	$3.4M	+3%	10k	337.96	View chart
Exxon Mobil Corporation (XOM)	1.1	$3.4M		20k	169.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$3.4M	+5%	5.2k	653.21	View chart
Bank of New York Mellon Corporation (BK)	1.1	$3.3M	+3%	28k	118.63	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.1	$3.3M	+3%	33k	100.17	View chart
Amazon (AMZN)	1.1	$3.2M	+14%	16k	208.27	View chart
Meta Platforms Cl A (META)	1.1	$3.2M	+22%	5.6k	572.13	View chart
Spdr Series Trust State Street Spd (SPYV)	1.0	$3.0M		53k	56.58	View chart
Wal-Mart Stores (WMT)	0.9	$2.8M	+2%	23k	124.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$2.6M	+330%	67k	38.86	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.8	$2.6M	+3%	55k	46.91	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$2.6M		105k	24.75	View chart
Lam Research Corp Com New (LRCX)	0.8	$2.6M	+9%	12k	213.66	View chart
International Business Machines (IBM)	0.8	$2.5M	+3%	11k	242.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$2.5M	+9%	8.8k	287.56	View chart
Entergy Corporation (ETR)	0.8	$2.4M	+3%	22k	112.36	View chart
State Street Corporation (STT)	0.7	$2.3M	+3%	18k	126.56	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$2.3M	+2%	10k	218.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$2.2M	+6%	34k	64.08	View chart
Caterpillar (CAT)	0.7	$2.1M	+12%	2.9k	708.48	View chart
Procter & Gamble Company (PG)	0.7	$2.0M	+4%	14k	144.44	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.7	$2.0M	+4%	29k	70.51	View chart
Raytheon Technologies Corp (RTX)	0.7	$2.0M	+12%	10k	192.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.0M	+4%	36k	54.05	View chart
Bank of America Corporation (BAC)	0.6	$1.9M		40k	48.75	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$1.9M	+25%	49k	38.96	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$1.9M	+3%	8.0k	237.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.9M		3.3k	577.23	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$1.9M		11k	181.42	View chart
McDonald's Corporation (MCD)	0.6	$1.8M		6.0k	310.80	View chart
Ishares Tr Core Msci Pac (IPAC)	0.6	$1.8M	+4%	24k	76.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.8M		6.2k	286.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$1.7M	-7%	9.0k	191.80	View chart
Zions Bancorporation (ZION)	0.6	$1.7M	+4%	30k	57.62	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$1.7M		21k	82.75	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.5	$1.6M		17k	97.73	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$1.6M		33k	48.05	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.5	$1.6M	+6%	14k	110.86	View chart
Eli Lilly & Co. (LLY)	0.5	$1.5M		1.7k	919.77	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.5	$1.5M	+2%	30k	49.37	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$1.5M		3.8k	383.40	View chart
Kroger (KR)	0.5	$1.4M	+4%	20k	72.36	View chart
Home Depot (HD)	0.5	$1.4M		4.3k	328.89	View chart
Gilead Sciences (GILD)	0.5	$1.4M	+19%	10k	139.37	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$1.4M		22k	62.56	View chart
Lockheed Martin Corporation (LMT)	0.5	$1.4M	+7%	2.3k	604.51	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$1.4M	+23%	13k	101.79	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.4	$1.3M	+4%	9.1k	146.61	View chart
Vanguard World Consum Dis Etf (VCR)	0.4	$1.3M	+2%	3.7k	359.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.3M		4.1k	320.81	View chart
Leidos Holdings (LDOS)	0.4	$1.3M	+16%	8.5k	155.51	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.3M	+2%	6.7k	196.20	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.4	$1.3M	+3%	29k	44.72	View chart
Nasdaq Omx (NDAQ)	0.4	$1.3M	+21%	15k	84.89	View chart
Abbvie (ABBV)	0.4	$1.3M	+12%	5.9k	217.49	View chart
Palo Alto Networks (PANW)	0.4	$1.3M	+38%	7.9k	160.30	View chart
Spdr Series Trust State Street Spd (SPSM)	0.4	$1.2M	-11%	26k	48.32	View chart
Fortinet (FTNT)	0.4	$1.2M	+18%	15k	81.72	View chart
Amgen (AMGN)	0.4	$1.2M	+5%	3.5k	351.85	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.4	$1.2M	+38%	34k	35.24	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$1.2M	+5%	5.7k	208.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$1.2M		15k	78.41	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.2M		35k	32.95	View chart
Oracle Corporation (ORCL)	0.4	$1.2M		7.8k	147.11	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$1.1M	+418%	33k	35.04	View chart
EOG Resources (EOG)	0.4	$1.1M	+31%	7.8k	144.57	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$1.1M	+457%	30k	36.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.1M		4.4k	248.00	View chart
Arista Networks Com Shs (ANET)	0.4	$1.1M	+19%	9.0k	122.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.1M	-4%	2.5k	430.29	View chart
Hci (HCI)	0.4	$1.1M		7.0k	154.61	View chart
Spdr Series Trust State Street Spd (XSD)	0.3	$1.0M	+4%	3.2k	326.12	View chart
Ishares Tr Expanded Tech (IGV)	0.3	$1.0M	+20%	13k	80.05	View chart
Spdr Series Trust State Street Spd (KCE)	0.3	$1.0M		7.6k	137.60	View chart
Exelon Corporation (EXC)	0.3	$1.0M	+5%	21k	49.02	View chart
Qualcomm (QCOM)	0.3	$1.0M	+4%	7.8k	128.78	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.3	$1.0M		21k	47.37	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$991k	-5%	11k	88.16	View chart
Anglogold Ashanti Com Shs (AU)	0.3	$989k	+126%	10k	97.36	View chart
AFLAC Incorporated (AFL)	0.3	$986k	+3%	9.0k	109.71	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$984k	NEW	28k	35.53	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$936k	+7%	16k	59.22	View chart
Delta Air Lines Com New (DAL)	0.3	$923k	+14%	14k	66.48	View chart
Ssga Active Tr State Str My2031 (MYCK)	0.3	$919k	+51%	37k	24.90	View chart
General Dynamics Corporation (GD)	0.3	$919k	+24%	2.7k	343.23	View chart
Spdr Series Trust State Street Spd (XHB)	0.3	$918k	+5%	9.3k	98.72	View chart
Medpace Hldgs (MEDP)	0.3	$909k	+20%	1.9k	480.21	View chart
Ge Aerospace Com New (GE)	0.3	$904k	+18%	3.2k	283.76	View chart
Boeing Company (BA)	0.3	$891k	+11%	4.5k	199.03	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.3	$886k	+6%	5.4k	164.18	View chart
Seacoast Bkg Corp Fla Com New (SBCF)	0.3	$856k		28k	30.29	View chart
Nucor Corporation (NUE)	0.3	$855k	+5%	5.1k	169.11	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$844k		1.8k	463.19	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$843k		18k	46.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$830k	+5%	1.7k	479.28	View chart
Cummins (CMI)	0.3	$827k	NEW	1.5k	538.03	View chart
Ssga Active Tr State Str My2030 (MYCJ)	0.3	$809k		33k	24.80	View chart
At&t (T)	0.3	$800k	+6%	28k	28.99	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$796k	+29%	8.1k	97.91	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.3	$785k		13k	61.00	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.3	$785k	+6%	19k	42.23	View chart
Palantir Technologies Cl A (PLTR)	0.3	$783k	+25%	5.4k	146.29	View chart
UGI Corporation (UGI)	0.3	$781k	+4%	21k	36.42	View chart
Morgan Stanley Com New (MS)	0.3	$769k	+7%	4.7k	164.58	View chart
Ssga Active Tr State Street Fix (FISR)	0.2	$754k	+34%	29k	25.72	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$750k	+6%	12k	62.68	View chart
Colgate-Palmolive Company (CL)	0.2	$744k		8.7k	85.23	View chart
Goldman Sachs (GS)	0.2	$737k		871.00	846.36	View chart
Nrg Energy Com New (NRG)	0.2	$731k	+5%	5.0k	146.14	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$719k	+5%	14k	49.97	View chart
Ssga Active Tr State Street My (MYCI)	0.2	$711k		29k	24.88	View chart
Corning Incorporated (GLW)	0.2	$699k	+21%	5.1k	135.97	View chart
Ssga Active Tr State Str My2032 (MYCL)	0.2	$685k	+65%	28k	24.78	View chart
Vanguard World Industrial Etf (VIS)	0.2	$678k	+6%	2.2k	312.22	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.2	$660k		11k	59.07	View chart
CVS Caremark Corporation (CVS)	0.2	$655k	+3%	9.1k	71.82	View chart
Royal Caribbean Cruises (RCL)	0.2	$645k		2.3k	275.17	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$637k		8.2k	77.18	View chart
Coca-Cola Company (KO)	0.2	$619k	+2%	8.1k	76.05	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$591k	+44%	1.5k	390.33	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$560k		8.1k	68.78	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$557k		29k	19.53	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$556k		4.2k	132.90	View chart
Raymond James Financial (RJF)	0.2	$553k		3.8k	144.80	View chart
Texas Instruments Incorporated (TXN)	0.2	$544k		2.8k	194.14	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$540k		3.0k	179.84	View chart
Broadcom (AVGO)	0.2	$536k	+4%	1.7k	309.51	View chart
TJX Companies (TJX)	0.2	$528k	+2%	3.3k	159.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$523k		7.7k	67.53	View chart
Ssga Active Tr State Str My2033 (MYCM)	0.2	$521k	+25%	21k	24.73	View chart
Johnson & Johnson (JNJ)	0.2	$520k	+6%	2.1k	244.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$517k		5.3k	97.13	View chart
Walt Disney Company (DIS)	0.2	$515k		5.3k	96.38	View chart
Ball Corporation (BALL)	0.2	$513k	NEW	8.7k	59.11	View chart
Tesla Motors (TSLA)	0.2	$511k	+10%	1.4k	371.75	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$510k		14k	36.16	View chart
Archer Daniels Midland Company (ADM)	0.2	$509k	+3%	7.0k	72.69	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$505k		10k	48.46	View chart
Synopsys (SNPS)	0.2	$494k	+84%	1.2k	396.48	View chart
General Motors Company (GM)	0.2	$491k	+18%	6.6k	74.50	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$488k		3.3k	145.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$484k	+2%	1.8k	261.92	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$478k	+4%	7.8k	61.26	View chart
Visa Com Cl A (V)	0.2	$477k		1.6k	302.24	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$475k		2.9k	161.73	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$469k	NEW	14k	34.55	View chart
Rocket Lab Corp (RKLB)	0.2	$462k	+17%	7.2k	64.22	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$452k		8.3k	54.55	View chart
Spdr Series Trust State Street Spd (SPLB)	0.1	$448k	+54%	20k	22.22	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$434k		8.7k	49.99	View chart
Mastercard Incorporated Cl A (MA)	0.1	$434k		868.00	499.66	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$425k		16k	27.23	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$420k	+10%	6.3k	67.07	View chart
First Solar (FSLR)	0.1	$417k	+40%	2.1k	197.26	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$408k	+16%	16k	26.30	View chart
Invesco SHS (IVZ)	0.1	$407k	+12%	17k	24.29	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$406k	+38%	1.9k	211.15	View chart
Ssga Active Tr State Street My (MYCH)	0.1	$404k		16k	24.95	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$401k	+6%	5.7k	69.75	View chart
Union Pacific Corporation (UNP)	0.1	$399k	+3%	1.6k	242.62	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$388k		3.3k	118.62	View chart
American Express Company (AXP)	0.1	$385k		1.3k	302.48	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$381k		7.5k	50.81	View chart
Deere & Company (DE)	0.1	$378k	+24%	671.00	563.30	View chart
Vistra Energy (VST)	0.1	$375k	+38%	2.5k	150.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$372k		2.5k	148.10	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$357k	+5%	7.7k	46.19	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$357k	+2%	7.1k	50.04	View chart
Waste Management (WM)	0.1	$352k	+4%	1.5k	229.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$348k	+8%	3.1k	113.11	View chart
Uber Technologies (UBER)	0.1	$345k	+24%	4.8k	71.93	View chart
Pepsi (PEP)	0.1	$344k	+3%	2.2k	155.29	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$339k	+2%	6.0k	56.68	View chart
Dollar General (DG)	0.1	$338k	NEW	2.8k	118.73	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$338k	+38%	3.5k	95.72	View chart
Spdr Series Trust State Street Spd (KOMP)	0.1	$338k	+46%	5.8k	58.48	View chart
Costco Wholesale Corporation (COST)	0.1	$336k	+5%	337.00	996.43	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$333k	-9%	5.7k	58.18	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$322k		5.0k	64.77	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$312k	NEW	7.9k	39.44	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$312k		2.6k	118.51	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$310k	NEW	9.6k	32.22	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$308k	+25%	2.4k	127.73	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$303k	-7%	4.1k	74.35	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$298k		6.7k	44.73	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$298k		6.0k	49.89	View chart
Healthcare Rlty Tr Cl A Com (HR)	0.1	$287k		17k	16.99	View chart
Intel Corporation (INTC)	0.1	$279k	+3%	6.3k	44.13	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$279k	+3%	2.9k	94.95	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$278k	-7%	7.2k	38.42	View chart
Travelers Companies (TRV)	0.1	$275k	+4%	944.00	291.68	View chart
Capital One Financial (COF)	0.1	$265k		1.5k	182.44	View chart
Abbott Laboratories (ABT)	0.1	$260k		2.5k	102.67	View chart
Cloudflare Cl A Com (NET)	0.1	$255k	NEW	1.2k	206.34	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.1	$255k	NEW	12k	20.88	View chart
Nextera Energy (NEE)	0.1	$246k	+2%	2.7k	92.88	View chart
PNC Financial Services (PNC)	0.1	$245k	+2%	1.2k	208.09	View chart
Linde SHS (LIN)	0.1	$237k	NEW	477.00	495.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$236k	NEW	1.9k	124.31	View chart
Philip Morris International (PM)	0.1	$233k	+2%	1.4k	165.34	View chart
Micron Technology (MU)	0.1	$226k	NEW	670.00	337.84	View chart
Ssga Active Tr State Street My (MYMJ)	0.1	$226k		9.1k	24.75	View chart
UnitedHealth (UNH)	0.1	$225k	-5%	831.00	270.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$221k		1.5k	142.43	View chart
Spdr Series Trust State Street Spd (EMHC)	0.1	$220k	+2%	8.9k	24.80	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$219k	NEW	3.7k	59.03	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$218k	+2%	5.4k	40.14	View chart
Phillips 66 (PSX)	0.1	$216k	NEW	1.2k	182.18	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$214k	NEW	2.8k	76.54	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$213k	NEW	2.3k	91.64	View chart
Service Corporation International (SCI)	0.1	$213k	NEW	2.6k	82.51	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$212k		8.2k	25.79	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$210k		2.8k	75.09	View chart
Danaher Corporation (DHR)	0.1	$208k	-7%	1.1k	189.60	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$208k		6.2k	33.54	View chart
Marriott Intl Cl A (MAR)	0.1	$206k	NEW	631.00	327.07	View chart
Metropcs Communications (TMUS)	0.1	$206k	NEW	982.00	210.03	View chart
Ssga Active Tr State Street My (MYCG)	0.1	$201k		8.0k	25.00	View chart
Sofi Technologies (SOFI)	0.1	$185k	+50%	12k	15.88	View chart
Ford Motor Company (F)	0.0	$145k	+4%	13k	11.54	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 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
Global Financial Private Client 2021 Q4 filed May 16, 2024
Global Financial Private Client 2022 Q1 filed May 16, 2024

View all past filings

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