Global Financial Private Client, LLC Incresed Positions in Q4 2024

Global Financial Private Client, LLC

  • $267 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFG
Principal Financial Group Inc

Financial Services
9
+ 1.8%
$74.91 - $91.26 $674 - $821
509 $39.4M
VZ
Verizon Communications Inc

Communication Services
72
+ 5.5%
$39.6 - $45.21 $2.85K - $3.26K
1.38K $55.2M
Cooper Cos Inc Com
7
+ 2.97%
N/A
243 $22.3M
NEM
Newmont Corp

Basic Materials
23
+ 7.99%
$37.0 - $58.68 $851 - $1.35K
311 $11.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.15%
$58.88 - $64.8 $58.9 - $64.8
671 $39.6M
LYB
Lyondell Basell Industries N.V.

Basic Materials
12
+ 4.96%
$72.97 - $96.75 $876 - $1.16K
254 $18.9M
NSC
Norfolk Southern Corp

Industrials
4
+ 1.01%
$230.6 - $277.0 $922 - $1.11K
400 $93.9M
LEN
Lennar Corp

Consumer Cyclical
6
+ 5.41%
$136.2 - $188.96 $817 - $1.13K
117 $16M
KLAC
Kla Corp

Technology
2
+ 4.55%
$614.46 - $829.55 $1.23K - $1.66K
46 $29M
EBND
Spdr Bloomberg Emerging Market

ETFs
448
+ 5.59%
$19.53 - $21.1 $8.75K - $9.45K
8.46K $165M
SONY
Sony Group Corp

Technology
1.47K
+ 302.89%
$17.53 - $96.8 $25.7K - $142K
1.95K $41.3M
MPWR
Monolithic Power Systems Inc

Technology
1
+ 5.26%
$560.06 - $942.58 $560 - $943
20 $11.8M
BAH
Booz Allen Hamilton Holding Corp

Industrials
7
+ 3.59%
$128.36 - $186.0 $899 - $1.3K
202 $26M
GPC
Genuine Parts CO

Consumer Cyclical
6
+ 2.11%
$113.11 - $143.63 $679 - $862
290 $33.9M
AEP
American Electric Power CO Inc

Utilities
7
+ 1.11%
$90.91 - $102.21 $636 - $715
637 $58.8M
PPG
Ppg Industries Inc

Basic Materials
5
+ 1.0%
$119.09 - $131.37 $595 - $657
505 $60.3M
FCX
Freeport Mcmoran Inc

Basic Materials
19
+ 3.35%
$38.08 - $50.82 $724 - $966
586 $22.3M
HIG
Hartford Financial Services Group, Inc.

Financial Services
12
+ 1.34%
$107.06 - $123.74 $1.28K - $1.48K
906 $99.2M
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
CMCSA
Comcast Corp

Communication Services
76
+ 2.46%
$37.39 - $45.14 $2.84K - $3.43K
3.17K $119M
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
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
157
+ 0.65%
$56.06 - $61.35 $8.8K - $9.63K
24.4K $1.38B
ORCL
Oracle Corp

Technology
24
+ 0.32%
$165.41 - $192.43 $3.97K - $4.62K
7.45K $1.24B
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
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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