Global Financial Private Client, LLC Incresed Positions in Q3 2025

Global Financial Private Client, LLC

  • $281 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.56K
+ 59.93%
$91.44 - $91.77 $142K - $143K
4.16K $381M
SPMD
Spdr Portfolio

ETFs
1.84K
+ 15.09%
$54.43 - $58.29 $100K - $107K
14K $803M
VTV
Vanguard Value ETF

ETFs
378
+ 6.06%
$175.51 - $186.57 $66.3K - $70.5K
6.61K $1.23B
DFAI
Dimensional ETF Tr

ETFs
1.84K
+ 5.17%
$34.05 - $36.55 $62.5K - $67.1K
37.3K $1.36B
META
Meta Platforms, Inc.

Communication Services
190
+ 4.44%
$695.21 - $791.73 $132K - $150K
4.47K $3.28B
BLDR
Builders First Source, Inc.

Industrials
843
+ 22.21%
$116.91 - $149.21 $98.6K - $126K
4.64K $562M
EXC
Exelon Corp

Utilities
1.94K
+ 10.99%
$42.73 - $45.54 $82.7K - $88.2K
19.6K $880M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.61K
+ 10.57%
$36.93 - $40.55 $59.4K - $65.2K
16.8K $676M
FSLR
First Solar, Inc.

Technology
162
+ 12.29%
$160.84 - $223.53 $26.1K - $36.2K
1.48K $326M
SPYG
Spdr Portfolio

ETFs
525
+ 9.23%
$94.33 - $105.31 $49.5K - $55.3K
6.21K $649M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.26K
+ 23.9%
$54.35 - $59.32 $68.3K - $74.5K
6.51K $385M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
38
+ 0.23%
$80.54 - $89.67 $3.06K - $3.41K
16.6K $1.46B
IAI
Ishares Tr Us Broker Dealers &

ETFs
324
+ 6.85%
$168.93 - $178.7 $54.7K - $57.9K
5.05K $894M
GS
Goldman Sachs Group Inc

Financial Services
25
+ 3.03%
$696.56 - $806.32 $17.4K - $20.2K
849 $676M
RJF
Raymond James Financial Inc

Financial Services
12
+ 0.28%
$154.64 - $176.43 $1.86K - $2.12K
4.32K $746M
JNJ
Johnson & Johnson

Healthcare
105
+ 5.65%
$155.17 - $185.42 $16.3K - $19.5K
1.96K $364M
TJX
Tjx Companies Inc

Consumer Cyclical
20
+ 0.63%
$121.35 - $144.54 $2.43K - $2.89K
3.2K $462M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
523
+ 5.06%
$52.31 - $56.47 $27.4K - $29.5K
10.8K $613M
IGV
Ishares Expanded Tech Software

ETFs
70
+ 0.66%
$105.96 - $117.79 $7.42K - $8.25K
10.7K $1.23B
VIS
Vanguard Industrial ETF

ETFs
114
+ 5.98%
$281.0 - $296.29 $32K - $33.8K
2.02K $598M
AOM
Ishares Tr Core Moderate Alloc

ETFs
636
+ 3.16%
$45.4 - $47.61 $28.9K - $30.3K
20.7K $987M
IEMG
Ishares Inc

ETFs
458
+ 9.06%
N/A
5.51K $363M
VOX
Vanguard Communication Service

ETFs
28
+ 0.94%
$169.0 - $192.17 $4.73K - $5.38K
3K $564M
VB
Vanguard Small Cap ETF

ETFs
76
+ 4.4%
$237.58 - $259.17 $18.1K - $19.7K
1.81K $459M
XLG
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.12%
$51.78 - $57.89 $518 - $579
8.23K $473M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
32
+ 2.03%
$459.11 - $506.91 $14.7K - $16.2K
1.61K $811M
Ishares Bitcoin Trust ETF
354
+ 7.25%
N/A
5.24K $340M
IGM
Ishares Expanded Tech Sector E

ETFs
40
+ 1.54%
$110.96 - $127.67 $4.44K - $5.11K
2.63K $332M
GILD
Gilead Sciences, Inc.

Healthcare
330
+ 4.22%
$108.22 - $120.47 $35.7K - $39.8K
8.16K $905M
AXP
American Express CO

Financial Services
64
+ 5.41%
$294.27 - $342.31 $18.8K - $21.9K
1.25K $414M
MA
Mastercard Inc

Financial Services
53
+ 6.65%
$550.18 - $598.96 $29.2K - $31.7K
850 $483M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
399
+ 3.65%
$70.85 - $76.96 $28.3K - $30.7K
11.3K $861M
UBER
Uber Technologies, Inc

Technology
174
+ 4.83%
$86.91 - $99.57 $15.1K - $17.3K
3.78K $370M
PEP
Pepsico Inc

Consumer Defensive
93
+ 4.48%
$133.81 - $152.16 $12.4K - $14.2K
2.17K $305M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
350
+ 4.11%
$49.09 - $50.58 $17.2K - $17.7K
8.86K $447M
ITOT
Ishares Core S&P Total U.S. St

ETFs
55
+ 3.68%
$135.0 - $146.02 $7.43K - $8.03K
1.55K $226M
IVE
Ishares S&P 500 Value ETF

ETFs
33
+ 2.39%
$194.44 - $206.51 $6.42K - $6.81K
1.41K $291M
VST
Vistra Corp.

Utilities
87
+ 5.13%
$182.0 - $217.92 $15.8K - $19K
1.78K $349M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
219
+ 1.47%
$78.11 - $79.07 $17.1K - $17.3K
15.2K $1.2B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
184
+ 1.04%
$45.72 - $47.27 $8.41K - $8.7K
17.9K $842M
PNC
Pnc Financial Services Group, Inc.

Financial Services
16
+ 1.42%
$185.88 - $207.44 $2.97K - $3.32K
1.14K $229M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
109
+ 1.36%
$67.48 - $71.55 $7.36K - $7.8K
8.11K $574M
BNDX
Vanguard Total International B

ETFs
382
+ 1.16%
$49.0 - $49.51 $18.7K - $18.9K
33.2K $1.64B
F
Ford Motor CO

Consumer Cyclical
201
+ 1.73%
$10.82 - $12.09 $2.17K - $2.43K
11.8K $141M
UNP
Union Pacific Corp

Industrials
19
+ 1.23%
$214.91 - $237.16 $4.08K - $4.51K
1.57K $370M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
98
+ 1.2%
$76.16 - $78.59 $7.46K - $7.7K
8.26K $645M
Ssga Active Tr
440
+ 5.06%
N/A
9.13K $226M
XLB
Select Sector Spdr Fd Material

ETFs
4
+ 0.06%
$86.72 - $92.61 $347 - $370
6.63K $594M
JEPI
J P Morgan Exchange Traded Fd

ETFs
189
+ 3.69%
$55.61 - $57.37 $10.5K - $10.8K
5.32K $304M
Activity Summary
Buys All Purchases 142 New Holdings 18 Increased Positions 124 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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