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
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
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
CL
Colgate Palmolive CO

Consumer Defensive
11
+ 0.13%
$90.22 - $102.31 $992 - $1.13K
8.57K $779M
QCOM
Qualcomm Inc

Technology
58
+ 0.76%
$150.4 - $178.04 $8.72K - $10.3K
7.74K $1.19B
LDOS
Leidos Holdings, Inc.

Technology
34
+ 0.49%
$143.17 - $201.39 $4.87K - $6.85K
6.99K $1.01B
BLDR
Builders First Source, Inc.

Industrials
37
+ 1.37%
$142.93 - $198.25 $5.29K - $7.34K
2.73K $390M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
853
+ 1.64%
$34.13 - $37.35 $29.1K - $31.9K
53K $1.81B
AFL
Aflac Inc

Financial Services
67
+ 0.34%
$100.37 - $115.27 $6.72K - $7.72K
20.1K $2.07B
XOM
Exxon Mobil Corp

Energy
179
+ 0.88%
$105.51 - $125.37 $18.9K - $22.4K
20.4K $2.2B
PEP
Pepsico Inc

Consumer Defensive
177
+ 1.54%
$151.29 - $176.1 $26.8K - $31.2K
11.7K $1.78B
MRK
Merck & Co., Inc.

Healthcare
236
+ 1.15%
$96.31 - $114.76 $22.7K - $27.1K
20.7K $2.06B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
52.5K
+ 95.47%
$18.41 - $40.87 $967K - $2.15M
108K $1.99B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
193K
+ 198.94%
$26.93 - $84.95 $5.2M - $16.4M
290K $7.93B
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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