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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, GEV, and represent 16.49% of Global Financial Private Client's stock portfolio.
Added to shares of these 10 stocks: VUG, DFAC, SPY, Quantinuum Cl A Ord, VOO, DUHP, DFSV, DFIC, NVDA, GEV.
Started 23 new stock positions in COHR, DFEV, XTN, SCHG, DVN, LUV, EIX, AXON, AMD, CDNS. MRVL, Quantinuum Cl A Ord, KLAC, DEHP, LITE, WFC, RGTI, DFGR, SYF, VFH, FRT, Global X Fds, BHP.
Reduced shares in these 10 stocks: , NRG, BALL, SPDW, UBER, DG, T, EFV, ABT, FISR.
Sold out of its positions in ABT, BALL, DHR, DG, XOM, FBTC, EFV, NRG, BIL, MYCG. SCI, TMUS, UBER.
Global Financial Private Client was a net buyer of stock by $25M.
Global Financial Private Client has $369M in assets under management (AUM), dropping by 20.63%.
Central Index Key (CIK): 0002023568

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Portfolio Holdings for Global Financial Private Client

Global Financial Private Client holds 246 positions in its portfolio as reported in the June 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)	4.9	$18M	+8%	24k	746.78	View chart
Apple (AAPL)	4.4	$16M	+3%	56k	289.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.4	$13M	+6%	18k	686.80	View chart
Microsoft Corporation (MSFT)	2.0	$7.3M	+8%	20k	373.02	View chart
Ge Vernova (GEV)	1.8	$6.6M	+11%	5.6k	1174.86	View chart
NVIDIA Corporation (NVDA)	1.8	$6.5M	+11%	33k	200.09	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$5.9M		186k	31.71	View chart
Cisco Systems (CSCO)	1.6	$5.9M	+3%	50k	117.46	View chart
Lam Research Corp Com New (LRCX)	1.6	$5.9M	+11%	14k	433.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$5.6M		24k	236.62	View chart
Merck & Co (MRK)	1.4	$5.0M	+6%	39k	128.50	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.3	$4.9M		10k	477.55	View chart
JPMorgan Chase & Co. (JPM)	1.3	$4.9M	+6%	15k	327.33	View chart
Chevron Corporation (CVX)	1.3	$4.7M	+8%	29k	165.76	View chart
Ssga Active Tr State Street Us (XLSR)	1.3	$4.7M	+9%	73k	64.86	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.3	$4.7M	+57%	106k	44.36	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$4.6M	+499%	54k	86.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$4.4M	+8%	21k	212.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$4.2M	+9%	5.6k	748.89	View chart
Amazon (AMZN)	1.1	$4.2M	+12%	17k	238.34	View chart
Bank of New York Mellon Corporation (BNY)	1.1	$4.1M		29k	144.61	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.1	$4.1M		34k	121.42	View chart
Meta Platforms Cl A (META)	1.0	$3.6M	+12%	6.4k	563.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$3.4M	+8%	9.6k	357.37	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.9	$3.4M	-12%	67k	50.39	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.9	$3.3M	+14%	63k	51.78	View chart
Spdr Series Trust St Str P500val (SPYV)	0.9	$3.2M		53k	60.79	View chart
Caterpillar (CAT)	0.9	$3.2M	+2%	3.0k	1064.90	View chart
State Street Corporation (STT)	0.8	$3.1M		18k	169.60	View chart
International Business Machines (IBM)	0.8	$3.0M		11k	281.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$2.9M		105k	27.70	View chart
Palo Alto Networks (PANW)	0.8	$2.8M	+5%	8.3k	341.00	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$2.7M	+6%	11k	242.42	View chart
Wal-Mart Stores (WMT)	0.7	$2.6M		23k	113.26	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$2.6M		11k	252.23	View chart
Entergy Corporation (ETR)	0.7	$2.5M		22k	114.86	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.7	$2.5M		3.8k	655.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$2.5M		35k	71.25	View chart
Fortinet (FTNT)	0.7	$2.4M	+5%	16k	153.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$2.4M		3.3k	736.46	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$2.4M	-2%	7.8k	302.97	View chart
Bank of America Corporation (BAC)	0.6	$2.3M		40k	56.98	View chart
Raytheon Technologies Corp (RTX)	0.6	$2.3M	+14%	12k	189.73	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.3M	+2%	6.4k	353.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.2M		37k	59.69	View chart
Procter & Gamble Company (PG)	0.6	$2.1M	+2%	14k	146.64	View chart
Zions Bancorporation (ZION)	0.6	$2.1M	+2%	30k	69.19	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$2.1M	+3%	51k	41.25	View chart
Eli Lilly & Co. (LLY)	0.6	$2.1M	+4%	1.7k	1199.43	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.5	$2.0M	+58%	52k	38.79	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.5	$2.0M	+59%	48k	41.73	View chart
Arista Networks Com Shs (ANET)	0.5	$2.0M	+30%	12k	169.88	View chart
Ishares Tr Core Msci Pac (IPAC)	0.5	$2.0M	+2%	24k	81.93	View chart
Spdr Series Trust St Str Sp Semi (XSD)	0.5	$2.0M		3.2k	623.70	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.5	$2.0M		17k	115.69	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$1.8M	-9%	8.1k	219.43	View chart
Corning Incorporated (GLW)	0.5	$1.8M	+34%	6.9k	255.43	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$1.8M	+71%	48k	37.26	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$1.7M		20k	82.65	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.5	$1.7M	+17%	34k	49.86	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.5	$1.7M		5.8k	285.58	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.4	$1.6M		31k	53.61	View chart
McDonald's Corporation (MCD)	0.4	$1.6M		6.0k	270.32	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$1.6M		34k	48.43	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$1.6M		13k	121.74	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.4	$1.6M	+4%	15k	107.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.6M	+2%	4.3k	370.04	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.4	$1.6M		29k	52.85	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.4	$1.5M	+4%	27k	57.67	View chart
Gilead Sciences (GILD)	0.4	$1.5M	+20%	12k	126.34	View chart
Abbvie (ABBV)	0.4	$1.5M		6.0k	251.64	View chart
Qualcomm (QCOM)	0.4	$1.5M	+3%	8.1k	184.79	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.4	$1.5M	+3%	9.4k	158.66	View chart
Home Depot (HD)	0.4	$1.5M		4.2k	352.68	View chart
Ge Aerospace Com New (GE)	0.4	$1.5M	+22%	3.9k	373.73	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.4M		6.6k	217.93	View chart
Vanguard World Consum Dis Etf (VCR)	0.4	$1.4M		3.6k	396.61	View chart
Nasdaq Omx (NDAQ)	0.4	$1.4M	+18%	18k	78.82	View chart
Delta Air Lines Com New (DAL)	0.4	$1.4M	+9%	15k	93.66	View chart
Cummins (CMI)	0.4	$1.4M	+27%	2.0k	713.22	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$1.4M		22k	62.20	View chart
Lockheed Martin Corporation (LMT)	0.4	$1.4M	+17%	2.7k	509.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.3M		4.4k	300.45	View chart
Amgen (AMGN)	0.4	$1.3M	+2%	3.6k	362.12	View chart
Ishares Tr Expanded Tech (IGV)	0.4	$1.3M	+10%	14k	90.60	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.3M		35k	36.26	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.3	$1.2M		13k	96.76	View chart
Hci (HCI)	0.3	$1.2M		7.0k	175.25	View chart
Medpace Hldgs (MEDP)	0.3	$1.2M	+20%	2.3k	529.59	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.3	$1.2M	+5%	36k	33.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$1.2M		15k	77.91	View chart
Oracle Corporation (ORCL)	0.3	$1.2M	+2%	8.0k	146.55	View chart
EOG Resources (EOG)	0.3	$1.2M	+14%	9.0k	129.73	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$1.2M	+8%	17k	67.56	View chart
Nucor Corporation (NUE)	0.3	$1.1M		5.2k	222.75	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$1.1M		1.5k	763.14	View chart
Kroger (KR)	0.3	$1.1M		20k	55.53	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$1.1M	+16%	9.4k	118.99	View chart
Leidos Holdings (LDOS)	0.3	$1.1M	+27%	11k	102.97	View chart
Spdr Series Trust St Str Sp Home (XHB)	0.3	$1.1M	+3%	9.6k	115.56	View chart
Spdr Series Trust St Str Sp Capmkt (KCE)	0.3	$1.1M		7.5k	147.24	View chart
General Dynamics Corporation (GD)	0.3	$1.1M	+15%	3.1k	354.24	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.3	$1.1M		12k	89.85	View chart
AFLAC Incorporated (AFL)	0.3	$1.1M	+2%	9.2k	117.25	View chart
Boeing Company (BA)	0.3	$1.1M	+9%	4.9k	216.47	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.3	$1.1M		21k	49.89	View chart
Morgan Stanley Com New (MS)	0.3	$1.0M	+2%	4.8k	209.04	View chart
Exelon Corporation (EXC)	0.3	$998k	+2%	21k	46.62	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.3	$973k	+2%	5.6k	175.33	View chart
Quantinuum Cl A Com	0.3	$969k	NEW	12k	81.74	View chart
CVS Caremark Corporation (CVS)	0.3	$961k		9.3k	103.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$948k	+2%	2.6k	368.38	View chart
Seacoast Bkg Corp Fla Com New (SBCF)	0.3	$940k		28k	33.25	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$920k	+8%	12k	75.51	View chart
Intel Corporation (INTC)	0.2	$906k	+2%	6.5k	139.63	View chart
Ssga Active Tr State Str My2031 (MYCK)	0.2	$901k		36k	24.80	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$901k	-5%	1.7k	522.39	View chart
Goldman Sachs (GS)	0.2	$893k		883.00	1011.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$890k	+2%	1.8k	500.47	View chart
Palantir Technologies Cl A (PLTR)	0.2	$883k	+41%	7.6k	116.67	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.2	$878k	+8%	20k	43.76	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$870k	+57%	21k	40.64	View chart
Texas Instruments Incorporated (TXN)	0.2	$850k		2.9k	298.07	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$842k		18k	46.81	View chart
Anglogold Ashanti Com Shs (AU)	0.2	$838k		10k	80.89	View chart
Micron Technology (MU)	0.2	$837k	+8%	725.00	1154.29	View chart
Colgate-Palmolive Company (CL)	0.2	$802k		8.8k	91.68	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$797k		4.2k	190.52	View chart
Vanguard World Industrial Etf (VIS)	0.2	$796k		2.2k	360.38	View chart
Ssga Active Tr State Str My2030 (MYCJ)	0.2	$795k		32k	24.70	View chart
UGI Corporation (UGI)	0.2	$759k	+2%	22k	34.54	View chart
Royal Caribbean Cruises (RCL)	0.2	$753k		2.4k	317.53	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.2	$752k	+2%	15k	50.83	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.2	$739k	+117%	7.7k	96.37	View chart
Ssga Active Tr State Street My (MYCI)	0.2	$699k		28k	24.77	View chart
Broadcom (AVGO)	0.2	$691k	+5%	1.8k	377.75	View chart
General Motors Company (GM)	0.2	$685k	+34%	8.9k	77.08	View chart
Synopsys (SNPS)	0.2	$679k	+22%	1.5k	446.07	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.2	$674k	+3%	12k	58.42	View chart
Ssga Active Tr State Str My2032 (MYCL)	0.2	$671k		27k	24.68	View chart
Coca-Cola Company (KO)	0.2	$663k		8.2k	81.27	View chart
Tesla Motors (TSLA)	0.2	$649k	+12%	1.5k	420.60	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$636k		8.3k	76.70	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$632k	+15%	7.3k	87.03	View chart
First Solar (FSLR)	0.2	$629k	+26%	2.7k	235.96	View chart
Rocket Lab Corp (RKLB)	0.2	$622k	-14%	6.1k	101.65	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.2	$616k	NEW	5.0k	123.44	View chart
Deere & Company (DE)	0.2	$615k	+44%	969.00	634.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$598k		7.7k	77.11	View chart
Raymond James Financial (RJF)	0.2	$585k		3.8k	152.03	View chart
Visa Com Cl A (V)	0.2	$585k	+7%	1.7k	343.09	View chart
Bhp Billiton Sponsored Ads (BHP)	0.2	$571k	NEW	6.9k	83.31	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$571k	+73%	17k	34.12	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$563k		8.2k	68.93	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$559k		1.8k	303.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$553k		5.3k	103.88	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$552k		3.0k	183.95	View chart
Archer Daniels Midland Company (ADM)	0.1	$551k	+2%	7.2k	76.40	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$550k	+73%	14k	40.13	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$544k		2.9k	185.23	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$541k	-2%	28k	19.52	View chart
Vistra Energy (VST)	0.1	$534k	+34%	3.4k	158.63	View chart
Johnson & Johnson (JNJ)	0.1	$526k	-2%	2.1k	253.97	View chart
Ssga Active Tr State Str My2033 (MYCM)	0.1	$510k		21k	24.67	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$509k		3.3k	152.18	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$507k		14k	36.52	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$507k		8.3k	61.23	View chart
TJX Companies (TJX)	0.1	$507k		3.3k	151.50	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$503k		10k	48.25	View chart
Ssga Active Tr St Str Secto Etf (FISR)	0.1	$493k	-34%	19k	25.65	View chart
Edison International (EIX)	0.1	$492k	NEW	6.6k	74.45	View chart
Spdr Series Trust Sp Kensho Newec (KOMP)	0.1	$484k	+17%	6.8k	71.50	View chart
Mastercard Incorporated Cl A (MA)	0.1	$464k	+4%	904.00	513.60	View chart
Walt Disney Company (DIS)	0.1	$464k	-9%	4.8k	96.25	View chart
Invesco SHS (IVZ)	0.1	$459k	+3%	17k	26.39	View chart
Union Pacific Corporation (UNP)	0.1	$456k	+2%	1.7k	272.00	View chart
American Express Company (AXP)	0.1	$447k	+3%	1.3k	338.25	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$442k		7.5k	58.92	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$440k		8.7k	50.66	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$440k	+6%	8.3k	53.11	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.1	$434k	-3%	19k	22.40	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$433k	+13%	2.7k	158.25	View chart
Coherent Corp (COHR)	0.1	$431k	NEW	1.1k	394.47	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$431k		2.6k	163.58	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$427k		16k	27.33	View chart
Ssga Active Tr State Street My (MYCH)	0.1	$398k		16k	24.91	View chart
Cloudflare Cl A Com (NET)	0.1	$397k	+30%	1.6k	245.28	View chart
UnitedHealth (UNH)	0.1	$388k	+12%	933.00	415.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$385k	-2%	2.4k	158.03	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$377k		3.3k	114.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$377k	-10%	2.7k	137.53	View chart
Advanced Micro Devices (AMD)	0.1	$372k	NEW	640.00	580.91	View chart
Kla Corp Com New (KLAC)	0.1	$370k	NEW	1.2k	301.71	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$361k	-7%	5.3k	68.01	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$361k	NEW	8.4k	42.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$360k	+6%	6.4k	56.48	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$358k	NEW	8.4k	42.67	View chart
Healthcare Rlty Tr Cl A Com (HR)	0.1	$340k		17k	20.17	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$339k	+38%	3.9k	87.88	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$339k	NEW	12k	28.97	View chart
Waste Management (WM)	0.1	$335k		1.5k	222.88	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$333k	-30%	4.0k	82.84	View chart
Travelers Companies (TRV)	0.1	$321k	+3%	973.00	330.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$320k	-26%	1.4k	227.06	View chart
Costco Wholesale Corporation (COST)	0.1	$317k		339.00	935.46	View chart
Sofi Technologies (SOFI)	0.1	$309k	+48%	17k	17.93	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$305k	+26%	9.2k	33.29	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$304k	-14%	6.6k	46.15	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$304k		6.7k	45.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$302k		6.0k	50.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$299k	+6%	2.0k	148.31	View chart
PNC Financial Services (PNC)	0.1	$297k	+2%	1.2k	246.22	View chart
Capital One Financial (COF)	0.1	$295k		1.5k	200.62	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$293k		2.8k	104.93	View chart
Global X Fds Space Tech Etf	0.1	$293k	NEW	5.4k	54.36	View chart
Pepsi (PEP)	0.1	$282k	-6%	2.1k	135.40	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$281k		5.0k	56.59	View chart
Synchrony Financial (SYF)	0.1	$276k	NEW	3.6k	76.05	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$269k	-25%	5.3k	50.60	View chart
Spdr Series Trust St Str Sp Trans (XTN)	0.1	$268k	NEW	2.3k	115.64	View chart
Marvell Technology (MRVL)	0.1	$263k	NEW	883.00	297.89	View chart
Linde SHS (LIN)	0.1	$259k	+4%	499.00	518.94	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.1	$256k		12k	20.98	View chart
Philip Morris International (PM)	0.1	$256k		1.4k	180.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$255k		1.5k	164.27	View chart
Axon Enterprise (AXON)	0.1	$249k	NEW	444.00	560.60	View chart
Lumentum Hldgs (LITE)	0.1	$241k	NEW	281.00	858.00	View chart
At&t (T)	0.1	$240k	-57%	12k	20.70	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	0.1	$239k	+6%	9.4k	25.44	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$238k	-14%	2.5k	94.52	View chart
Nextera Energy (NEE)	0.1	$234k		2.7k	87.77	View chart
Marriott Intl Cl A (MAR)	0.1	$232k		627.00	370.59	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$232k	NEW	12k	19.32	View chart
Ssga Active Tr State Street My (MYMJ)	0.1	$227k		9.1k	24.88	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$225k	-44%	8.6k	26.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$225k	NEW	6.6k	33.84	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$222k		5.5k	40.29	View chart
Cadence Design Systems (CDNS)	0.1	$217k	NEW	578.00	375.33	View chart
Devon Energy Corporation (DVN)	0.1	$215k	NEW	5.2k	41.32	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$211k		8.2k	25.73	View chart
Wells Fargo & Company (WFC)	0.1	$210k	NEW	2.5k	82.64	View chart
Vanguard World Financials Etf (VFH)	0.1	$209k	NEW	1.6k	131.60	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$206k		6.1k	33.46	View chart
Phillips 66 (PSX)	0.1	$203k		1.2k	169.05	View chart
Southwest Airlines (LUV)	0.1	$202k	NEW	3.9k	51.42	View chart
Ford Motor Company (F)	0.0	$179k	+2%	13k	13.90	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 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
Global Financial Private Client 2021 Q4 filed May 16, 2024

View all past filings

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