Global Financial Private Client, LLC Purchases in Q4 2024

Global Financial Private Client, LLC

  • $267 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
126
+ 1.13%
$9.69 - $11.4 $1.22K - $1.44K
11.2K $111M
WM
Waste Management Inc

Industrials
7
+ 0.52%
$201.79 - $228.46 $1.41K - $1.6K
1.36K $275M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 1.0%
$244.52 - $284.07 $734 - $852
303 $74.8M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.08K
+ 8.33%
$30.93 - $33.94 $33.5K - $36.7K
14.1K $436M
XLE
Energy Sector Spdr

ETFs
11
+ 0.28%
$83.32 - $97.27 $917 - $1.07K
3.99K $342M
HOG
Harley Davidson, Inc.

Consumer Cyclical
9
+ 0.94%
$29.69 - $38.02 $267 - $342
962 $29M
BCC
Boise Cascade CO

Basic Materials
3
+ 0.79%
$118.79 - $152.5 $356 - $458
381 $45.3M
MBB
Ishares Tr

ETFs
46
+ 1.47%
$91.26 - $95.82 $4.2K - $4.41K
3.17K $291M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
727
+ 8.45%
$89.81 - $104.0 $65.3K - $75.6K
9.33K $840M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 0.6%
$396.64 - $516.74 $397 - $517
167 $67.3M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
449
+ 2.61%
$45.17 - $47.23 $20.3K - $21.2K
17.7K $801M
ACLS
Axcelis Technologies Inc

Technology
1
+ 0.29%
$69.18 - $105.1 $69.2 - $105
345 $24.1M
EFG
Msci Eafe Growth ETF

ETFs
97
+ 4.88%
$96.83 - $106.88 $9.39K - $10.4K
2.08K $202M
ZTS
Zoetis Inc.

Healthcare
7
+ 1.7%
$162.24 - $194.42 $1.14K - $1.36K
418 $68.1M
ON
On Semiconductor Corp

Technology
7
+ 0.48%
$63.05 - $74.7 $441 - $523
1.47K $92.4M
EFV
Msci Eafe Value ETF

ETFs
90
+ 2.14%
$51.78 - $57.15 $4.66K - $5.14K
4.29K $225M
CAT
Caterpillar Inc

Industrials
10
+ 1.4%
$360.37 - $416.88 $3.6K - $4.17K
726 $263M
HUM
Humana Inc

Healthcare
1
+ 0.37%
$233.89 - $304.18 $234 - $304
274 $69.5M
Linde PLC Shs
7
+ 1.93%
N/A
369 $154M
BBY
Best Buy CO Inc

Consumer Cyclical
13
+ 1.06%
$85.2 - $101.35 $1.11K - $1.32K
1.25K $107M
THC
Tenet Healthcare Corp

Healthcare
5
+ 0.94%
$125.42 - $168.52 $627 - $843
538 $67.9M
CDW
Cdw Corp

Technology
3
+ 0.72%
$171.49 - $225.64 $514 - $677
419 $72.9M
JNJ
Johnson & Johnson

Healthcare
44
+ 2.58%
$143.34 - $165.86 $6.31K - $7.3K
1.75K $253M
ORCL
Oracle Corp

Technology
24
+ 0.32%
$165.41 - $192.43 $3.97K - $4.62K
7.45K $1.24B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
157
+ 0.65%
$56.06 - $61.35 $8.8K - $9.63K
24.4K $1.38B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.14K
+ 6.86%
$44.04 - $49.49 $94.3K - $106K
33.4K $1.47B
CI
Cigna Corp

Healthcare
3
+ 0.81%
$265.59 - $358.58 $797 - $1.08K
372 $103M
UNP
Union Pacific Corp

Industrials
10
+ 0.66%
$223.15 - $249.32 $2.23K - $2.49K
1.53K $348M
VIG
Vanguard Dividend Appreciation

ETFs
122
+ 0.54%
N/A
22.8K $4.46B
AOM
Ishares Tr Core Moderate Alloc

ETFs
89
+ 0.48%
$43.44 - $45.05 $3.87K - $4.01K
18.5K $802M
XLB
Select Sector Spdr Fd Material

ETFs
551
+ 9.14%
$83.8 - $97.58 $46.2K - $53.8K
6.58K $554M
CVX
Chevron Corp

Energy
160
+ 0.75%
$141.15 - $162.53 $22.6K - $26K
21.4K $3.1B
RTX
Raytheon Technologies Corp

Industrials
33
+ 0.52%
$114.45 - $127.21 $3.78K - $4.2K
6.44K $745M
ITA
Ishares Tr

ETFs
60
+ 0.58%
$144.31 - $157.31 $8.66K - $9.44K
10.5K $1.52B
PG
Procter & Gamble CO

Consumer Defensive
222
+ 1.66%
$161.05 - $179.7 $35.8K - $39.9K
13.6K $2.28B
GE
General Electric CO

Industrials
4
+ 0.19%
$159.95 - $194.23 $640 - $777
2.09K $349M
CVS
Cvs Health Corp

Healthcare
16
+ 0.59%
$43.78 - $67.46 $700 - $1.08K
2.73K $123M
ABBV
Abb Vie Inc.

Healthcare
28
+ 1.03%
$164.99 - $203.87 $4.62K - $5.71K
2.75K $489M
DHI
Horton D R Inc

Consumer Cyclical
10
+ 0.99%
$137.24 - $194.56 $1.37K - $1.95K
1.02K $143M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
682
+ 4.99%
$70.63 - $78.23 $48.2K - $53.4K
14.4K $1.02B
RSP
Invesco S&P 500 Equal Weight E

ETFs
56
+ 0.34%
$174.22 - $187.62 $9.76K - $10.5K
16.6K $2.9B
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
791
+ 10.87%
$104.5 - $125.64 $82.7K - $99.4K
8.07K $843M
UNH
Unitedhealth Group Inc

Healthcare
11
+ 1.15%
$485.52 - $625.25 $5.34K - $6.88K
964 $488M
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.29%
$385.02 - $431.37 $5.39K - $6.04K
4.76K $1.85B
LMT
Lockheed Martin Corp

Industrials
4
+ 0.51%
$479.66 - $614.62 $1.92K - $2.46K
787 $383M
TXN
Texas Instruments Inc

Technology
10
+ 0.24%
N/A
4.13K $774M
XLV
Select Sector Spdr Fund Health

ETFs
274
+ 3.87%
$136.28 - $154.74 $37.3K - $42.4K
7.36K $1.01B
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 0.4%
$288.47 - $316.54 $7.21K - $7.91K
6.34K $1.84B
TLT
Ishares Barclays 20+ Year Trea

ETFs
760
+ 5.16%
$87.1 - $98.49 $66.2K - $74.9K
15.5K $1.35B
Activity Summary
Buys All Purchases 1311 New Holdings 881 Increased Positions 430 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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