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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, BRK.A, SPY, SCHD, VOO, and represent 20.35% of Global Financial Private Client's stock portfolio.
Added to shares of these 10 stocks: DFAI, MRK, SPDW, VOO, IAI, UGI, AMZN, JPM, CERY, SPEU.
Started 52 new stock positions in WK, PTON, MBLY, KYMR, HEFA, CCCS, SPOT, CHX, QGEN, KGS.
Reduced shares in these 10 stocks: AAPL, TROW, XBI, PHM, SPY, JNK, AFL, VCR, GNRC, J.
Sold out of its positions in ARCH, ARHS, BECN, BHP, AI, CZR, CRC, CEIX, DNB, Aspen Technology.
Global Financial Private Client was a net buyer of stock by $372k.
Global Financial Private Client has $262M in assets under management (AUM), dropping by -1.84%.
Central Index Key (CIK): 0002023568

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Portfolio Holdings for Global Financial Private Client

Global Financial Private Client holds 1674 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Global Financial Private Client has 1674 total positions. Only the first 250 positions are shown.

Sign up to view all of the Global Financial Private Client March 31, 2025 positions
Download the Global Financial Private Client March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	5.6	$15M	-8%	66k	222.13	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	4.6	$12M		15.00	798441.60	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	4.1	$11M	-5%	19k	559.41	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	3.1	$8.1M		290k	27.96	View chart
Vanguard S&p 500 Etf Etf (VOO)	3.0	$7.7M	+8%	15k	513.93	View chart
Microsoft Corp Stock (MSFT)	2.2	$5.8M		16k	375.39	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.7	$4.4M		23k	194.00	View chart
Chevron Corp Stock (CVX)	1.4	$3.6M		21k	167.29	View chart
Vanguard Growth Etf Etf (VUG)	1.3	$3.5M		9.4k	370.84	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.1	$2.9M		17k	173.23	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.1	$2.8M	-5%	5.0k	561.90	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.0	$2.7M	-2%	54k	51.07	View chart
Merck & Co Stock (MRK)	1.0	$2.7M	+47%	31k	89.76	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	1.0	$2.7M	+41%	75k	36.41	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	1.0	$2.7M	-9%	34k	80.65	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$2.7M	+18%	11k	245.30	View chart
International Business Machs Stock (IBM)	1.0	$2.6M		11k	248.68	View chart
Spdr Ssga U.s. Sector Rotation Etf Etf (XLSR)	1.0	$2.6M	+2%	51k	50.77	View chart
Cisco Sys Stock (CSCO)	0.9	$2.5M	+12%	40k	61.71	View chart
Exxon Mobil Corp Stock (XOM)	0.9	$2.5M		21k	118.93	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$2.4M	+3%	4.2k	576.36	View chart
Procter And Gamble Stock (PG)	0.9	$2.4M		14k	170.42	View chart
Nvidia Corporation Stock (NVDA)	0.9	$2.3M	+7%	22k	108.38	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.8	$2.1M	+3%	54k	39.37	View chart
Schwab International Equity Etf Etf (SCHF)	0.8	$2.1M		106k	19.78	View chart
Bank New York Mellon Corp Stock (BK)	0.8	$2.0M	-6%	24k	83.87	View chart
Mcdonalds Corp Stock (MCD)	0.8	$2.0M		6.3k	312.38	View chart
Disney Walt Stock (DIS)	0.7	$1.8M		18k	98.71	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.7	$1.8M		11k	170.91	View chart
Pepsico Stock (PEP)	0.7	$1.8M	+3%	12k	149.94	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.7	$1.8M		22k	81.76	View chart
Home Depot Stock (HD)	0.7	$1.8M		4.8k	366.49	View chart
Entergy Corp Stock (ETR)	0.7	$1.8M	-2%	21k	85.49	View chart
Amazon Stock (AMZN)	0.7	$1.7M	+31%	9.2k	190.28	View chart
Walmart Stock (WMT)	0.7	$1.7M		20k	87.79	View chart
Bank America Corp Stock (BAC)	0.7	$1.7M		41k	41.73	View chart
Aflac Stock (AFL)	0.7	$1.7M	-23%	15k	111.19	View chart
Zions Bancorporation N A Stock (ZION)	0.6	$1.7M		34k	49.86	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.6	$1.6M		9.9k	166.01	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.6	$1.6M		33k	48.82	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.6	$1.6M		31k	50.83	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.6	$1.6M	+3%	35k	45.26	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.6	$1.6M		11k	140.44	View chart
State Str Corp Stock (STT)	0.6	$1.4M		16k	89.53	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.5	$1.4M	-11%	9.3k	153.10	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$1.4M		3.0k	469.07	View chart
Automatic Data Processing Stock (ADP)	0.5	$1.4M	-2%	4.6k	305.58	View chart
Ge Vernova Stock (GEV)	0.5	$1.4M		4.5k	305.28	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.5	$1.3M	-5%	15k	91.03	View chart
Eli Lilly & Co Stock (LLY)	0.5	$1.3M		1.6k	826.15	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.5	$1.3M	-3%	24k	54.76	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.5	$1.3M	+16%	8.6k	146.01	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.5	$1.2M	-29%	3.8k	325.52	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.5	$1.2M	+15%	17k	72.46	View chart
Qualcomm Stock (QCOM)	0.5	$1.2M		7.8k	153.62	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.4	$1.2M		15k	78.28	View chart
Kroger Stock (KR)	0.4	$1.1M		17k	67.69	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$1.1M		4.1k	274.84	View chart
Fortinet Stock (FTNT)	0.4	$1.1M	-17%	12k	96.26	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$1.1M	+7%	7.3k	154.64	View chart
Seacoast Bkg Corp Fla Stock (SBCF)	0.4	$1.1M		43k	25.73	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.4	$1.1M		12k	96.45	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.4	$1.1M		22k	49.81	View chart
Vanguard Value Etf Etf (VTV)	0.4	$1.1M		6.2k	172.74	View chart
Ishares Core Msci Pacific Etf Etf (IPAC)	0.4	$1.1M	+51%	17k	62.24	View chart
Oracle Corp Stock (ORCL)	0.4	$1.1M		7.5k	139.81	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.4	$1.0M	NEW	34k	31.23	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.4	$1.0M	-24%	5.4k	193.02	View chart
Hci Group Stock (HCI)	0.4	$1.0M		7.0k	149.23	View chart
Spdr S&p Capital Markets Etf Etf (KCE)	0.4	$1.0M	-2%	8.1k	126.17	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$1.0M	-7%	9.7k	104.57	View chart
Leidos Holdings Stock (LDOS)	0.4	$956k		7.1k	134.94	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.4	$954k	-3%	11k	83.61	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.4	$951k	-2%	11k	90.67	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.4	$947k	-3%	34k	27.57	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.4	$939k		11k	89.00	View chart
Paccar Stock (PCAR)	0.4	$937k		9.6k	97.37	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$923k	+3%	5.9k	156.23	View chart
Dominion Energy Stock (D)	0.4	$922k	-3%	16k	56.07	View chart
Nasdaq Stock (NDAQ)	0.3	$902k		12k	75.86	View chart
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM)	0.3	$882k	+8%	20k	43.88	View chart
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)	0.3	$881k	-3%	53k	16.76	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.3	$868k	+2%	5.4k	161.27	View chart
Rtx Corporation Stock (RTX)	0.3	$864k		6.5k	132.46	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.3	$849k	-6%	10k	83.28	View chart
Eog Res Stock (EOG)	0.3	$847k	+2%	6.6k	128.24	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$846k	-19%	4.2k	199.49	View chart
Gilead Sciences Stock (GILD)	0.3	$843k	+23%	7.5k	112.05	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.3	$829k		3.9k	211.47	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.3	$824k		18k	46.31	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.3	$808k		27k	29.69	View chart
Colgate Palmolive Stock (CL)	0.3	$805k		8.6k	93.70	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$789k	+3%	1.5k	532.58	View chart
Spdr S&p Homebuilders Etf Etf (XHB)	0.3	$782k		8.1k	96.90	View chart
Vaneck Long Muni Etf Etf (MLN)	0.3	$779k	-5%	45k	17.39	View chart
Northrop Grumman Corp Stock (NOC)	0.3	$757k	+3%	1.5k	512.01	View chart
Palo Alto Networks Stock (PANW)	0.3	$752k		4.4k	170.64	View chart
Texas Instrs Stock (TXN)	0.3	$746k		4.2k	179.70	View chart
Spdr Ssga Fixed Income Sector Rotation Etf Etf (FISR)	0.3	$733k	+12%	28k	25.88	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.3	$703k		1.7k	419.88	View chart
Spdr Gold Shares Etf (GLD)	0.3	$698k		2.4k	288.14	View chart
Ishares Gold Trust Etf (IAU)	0.3	$688k	+8%	12k	58.96	View chart
Lam Research Corp Stock (LRCX)	0.3	$685k		9.4k	72.70	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.3	$683k		11k	63.00	View chart
Spdr Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 Etf Etf (CERY)	0.3	$662k	+162%	24k	27.71	View chart
Boeing Stock (BA)	0.3	$656k		3.8k	170.59	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.2	$626k		8.2k	76.57	View chart
Spdr S&p Semiconductor Etf Etf (XSD)	0.2	$613k	-2%	3.1k	200.77	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.2	$599k		29k	20.68	View chart
Raymond James Finl Stock (RJF)	0.2	$597k		4.3k	138.91	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.2	$596k		31k	19.48	View chart
Abbvie Stock (ABBV)	0.2	$591k	+2%	2.8k	209.59	View chart
Proshares Ultra Qqq Etf (QLD)	0.2	$572k		6.4k	88.88	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.2	$565k		8.0k	70.42	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.2	$559k		6.5k	85.98	View chart
Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB)	0.2	$557k	+133%	25k	22.57	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.2	$551k	+2%	11k	51.18	View chart
Spdr Ssga My2030 Corporate Bond Etf Etf (MYCJ)	0.2	$550k		22k	24.62	View chart
Coca Cola Stock (KO)	0.2	$549k		7.7k	71.62	View chart
Spdr Ssga My2029 Corporate Bond Etf Etf (MYCI)	0.2	$549k		22k	24.73	View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	0.2	$545k		15k	36.15	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.2	$523k		3.9k	135.68	View chart
Royal Caribbean Group Stock (RCL)	0.2	$522k		2.5k	205.44	View chart
Unitedhealth Group Stock (UNH)	0.2	$512k		977.00	523.75	View chart
Visa Inc Com Cl A Stock (V)	0.2	$510k	+21%	1.5k	350.58	View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI)	0.2	$508k	NEW	3.6k	140.11	View chart
S&p Global Stock (SPGI)	0.2	$506k	+2%	995.00	508.10	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.2	$504k		10k	48.35	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.2	$487k	-36%	12k	40.76	View chart
Ugi Corp Stock (UGI)	0.2	$485k	+183375%	15k	33.07	View chart
Vanguard Industrials Etf Etf (VIS)	0.2	$472k	-28%	1.9k	247.55	View chart
Spdr S&p International Small Cap Etf Etf (GWX)	0.2	$465k	+3%	15k	31.96	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.2	$458k	-8%	9.2k	50.00	View chart
Ge Aerospace Stock (GE)	0.2	$458k	+9%	2.3k	200.15	View chart
Goldman Sachs Group Stock (GS)	0.2	$451k		826.00	546.52	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.2	$438k	+3%	9.5k	46.08	View chart
Spdr Ssga My2031 Corporate Bond Etf Etf (MYCK)	0.2	$435k		18k	24.56	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$435k		5.3k	81.73	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.2	$432k	-4%	2.1k	206.48	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$431k	+3%	786.00	548.12	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.2	$427k	-3%	10k	41.85	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.2	$426k		16k	27.30	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.2	$413k	-43%	4.5k	91.73	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.2	$400k	-25%	3.1k	131.07	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.2	$393k		4.9k	80.37	View chart
Vanguard Communication Services Etf Etf (VOX)	0.1	$393k		2.6k	148.39	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$386k		1.7k	221.75	View chart
Tjx Cos Stock (TJX)	0.1	$386k		3.2k	121.80	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.1	$382k	-2%	7.5k	50.95	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$377k		8.2k	46.02	View chart
Union Pac Corp Stock (UNP)	0.1	$368k		1.6k	236.24	View chart
Spdr Portfolio Europe Etf Etf (SPEU)	0.1	$367k	NEW	8.3k	44.01	View chart
Builders Firstsource Stock (BLDR)	0.1	$360k	+5%	2.9k	124.94	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$360k	-3%	3.8k	93.45	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$357k		800.00	446.74	View chart
At&t Stock (T)	0.1	$356k	+2%	13k	28.28	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$352k		6.0k	58.35	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$344k		2.7k	128.96	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$344k	-45%	4.1k	84.40	View chart
Tesla Stock (TSLA)	0.1	$341k	+13%	1.3k	259.16	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$334k	+335%	4.1k	81.67	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$333k	+306%	2.6k	127.90	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.1	$326k	+13%	9.8k	33.24	View chart
Amgen Stock (AMGN)	0.1	$325k	+2%	1.0k	311.55	View chart
Spdr Ssga My2033 Corporate Bond Etf Etf (MYCM)	0.1	$321k		13k	24.37	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$321k	-14%	909.00	352.58	View chart
Spdr Ssga My2032 Corporate Bond Etf Etf (MYCL)	0.1	$320k		13k	24.38	View chart
American Express Stock (AXP)	0.1	$317k	+2%	1.2k	269.05	View chart
Abbott Labs Stock (ABT)	0.1	$315k	+2%	2.4k	132.68	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$313k		3.3k	95.48	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$308k	-2%	1.3k	231.51	View chart
Johnson & Johnson Stock (JNJ)	0.1	$308k	+6%	1.9k	165.84	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$296k		6.0k	49.62	View chart
Invesco Nasdaq Internet Etf Etf (PNQI)	0.1	$295k		6.7k	44.13	View chart
Healthcare Rlty Tr Cl A Reit (HR)	0.1	$292k		17k	16.90	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$292k	+10%	3.1k	92.83	View chart
Costco Whsl Corp Stock (COST)	0.1	$290k	+5%	307.00	945.78	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$283k		7.5k	37.73	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$268k	-9%	2.9k	93.78	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.1	$266k		5.3k	49.99	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$251k	+6%	5.1k	48.76	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.1	$246k		5.0k	49.30	View chart
Caterpillar Stock (CAT)	0.1	$244k		740.00	329.80	View chart
T-mobile Us Stock (TMUS)	0.1	$242k	+3%	906.00	266.71	View chart
Arista Networks Stock (ANET)	0.1	$233k	+60100%	3.0k	77.48	View chart
Danaher Corporation Stock (DHR)	0.1	$233k	+18%	1.1k	205.00	View chart
Travelers Companies Stock (TRV)	0.1	$229k	+2%	866.00	264.46	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$225k	+48%	1.2k	190.58	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$221k		927.00	238.20	View chart
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB)	0.1	$219k	-7%	8.7k	25.22	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.1	$212k		8.2k	25.81	View chart
Deere & Co Stock (DE)	0.1	$211k	+3%	449.00	469.35	View chart
Uber Technologies Stock (UBER)	0.1	$210k	+23%	2.9k	72.86	View chart
Spdr Ssga My2027 Corporate Bond Etf Etf (MYCG)	0.1	$206k		8.3k	24.93	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$205k	-19%	3.5k	58.94	View chart
Service Corp Intl Stock (SCI)	0.1	$202k		2.5k	80.20	View chart
Philip Morris Intl Stock (PM)	0.1	$202k		1.3k	158.73	View chart
Broadcom Stock (AVGO)	0.1	$199k	+3%	1.2k	167.43	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$196k	-20%	1.1k	175.77	View chart
Spdr Bloomberg Emerging Markets Usd Bond Etf Etf (EMHC)	0.1	$193k	+95%	8.0k	24.16	View chart
Pfizer Stock (PFE)	0.1	$192k		7.6k	25.34	View chart
Vistra Corp Stock (VST)	0.1	$190k	+21%	1.6k	117.44	View chart
Cvs Health Corp Stock (CVS)	0.1	$188k		2.8k	67.75	View chart
Honeywell Intl Stock (HON)	0.1	$187k		885.00	211.75	View chart
Blackstone Stock (BX)	0.1	$186k		1.3k	139.80	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$183k		3.9k	46.81	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$182k		1.5k	122.01	View chart
Nextera Energy Stock (NEE)	0.1	$181k	-6%	2.6k	70.89	View chart
Linde Stock (LIN)	0.1	$179k	+4%	385.00	465.64	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$179k		1.5k	119.47	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.1	$178k		2.5k	71.80	View chart
Darden Restaurants Stock (DRI)	0.1	$176k		847.00	207.76	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.1	$172k	+51%	4.2k	41.13	View chart
Inventrust Pptys Corp Reit (IVT)	0.1	$169k		5.8k	29.37	View chart
Intuit Stock (INTU)	0.1	$169k	+59%	275.00	613.99	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.1	$167k	-78%	1.8k	95.30	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$167k	+3%	2.7k	60.99	View chart
Starbucks Corp Stock (SBUX)	0.1	$162k		1.7k	98.11	View chart
Sofi Technologies Stock (SOFI)	0.1	$161k		14k	11.63	View chart
Prudential Finl Stock (PRU)	0.1	$160k		1.4k	111.68	View chart
Morgan Stanley Stock (MS)	0.1	$156k	+3%	1.3k	116.67	View chart
Chewy Inc Cl A Stock (CHWY)	0.1	$152k	+48%	4.7k	32.51	View chart
Wells Fargo Stock (WFC)	0.1	$152k	+4%	2.1k	71.79	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$151k		3.2k	47.58	View chart
First Solar Stock (FSLR)	0.1	$149k	+2%	1.2k	126.43	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.1	$148k	-9%	5.8k	25.56	View chart
Spdr Ssga My2030 Municipal Bond Etf Etf (MYMJ)	0.1	$146k	-9%	5.9k	24.52	View chart
Spdr Ssga My2029 Municipal Bond Etf Etf (MYMI)	0.1	$145k	-9%	5.9k	24.45	View chart
Corning Stock (GLW)	0.1	$144k	+2%	3.1k	45.78	View chart
General Mtrs Stock (GM)	0.1	$144k	+2%	3.1k	47.03	View chart
Intel Corp Stock (INTC)	0.1	$142k		6.3k	22.71	View chart
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN)	0.1	$141k	-10%	5.3k	26.75	View chart
Cadence Design System Stock (CDNS)	0.1	$139k	+25%	548.00	254.33	View chart
Motorola Solutions Stock (MSI)	0.1	$138k		316.00	437.81	View chart
Sanofi Adr (SNY)	0.1	$137k		2.5k	55.46	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.1	$136k		690.00	197.46	View chart
Phillips 66 Stock (PSX)	0.1	$136k	+2%	1.1k	123.48	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$136k	+2%	2.0k	67.85	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$134k	+27%	270.00	497.60	View chart
D R Horton Stock (DHI)	0.1	$132k		1.0k	127.13	View chart
The Cigna Group Stock (CI)	0.0	$126k	+3%	384.00	329.00	View chart
Discover Finl Svcs Stock (DFS)	0.0	$125k	+3%	732.00	170.70	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.0	$124k		1.2k	100.51	View chart
Capital One Finl Corp Stock (COF)	0.0	$123k	+3%	688.00	179.30	View chart
Southwest Airls Stock (LUV)	0.0	$123k		3.7k	33.59	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$123k	+5%	3.3k	36.90	View chart
Netflix Stock (NFLX)	0.0	$121k	+4%	130.00	932.53	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$120k	-42%	1.2k	100.00	View chart
Invesco Bulletshares 2031 Municipal Bond Etf Etf (BSMV)	0.0	$119k	-6%	5.7k	20.73	View chart
Salesforce Stock (CRM)	0.0	$118k	+4%	438.00	268.36	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 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
Global Financial Private Client 2022 Q4 filed May 16, 2024
Global Financial Private Client 2023 Q1 filed May 16, 2024

View all past filings

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