Global Financial Private Client, LLC Sells in Q4 2024

Global Financial Private Client, LLC

  • $267 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-343
- 10.74%
$94.43 - $105.47 $32.4K - $36.2K
2.85K $290M
KMB
Kimberly Clark Corp

Consumer Defensive
-54
- 6.86%
$130.37 - $146.09 $7.04K - $7.89K
733 $96.1M
ADM
Archer Daniels Midland CO

Consumer Defensive
-135
- 14.15%
$49.38 - $59.52 $6.67K - $8.04K
819 $41.4M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-338
- 3.46%
$25.3 - $26.31 $8.55K - $8.89K
9.43K $241M
IVE
Ishares S&P 500 Value ETF

ETFs
-49
- 5.81%
$189.5 - $206.17 $9.29K - $10.1K
794 $152M
UPS
United Parcel Service Inc

Industrials
-49
- 6.59%
$122.65 - $138.35 $6.01K - $6.78K
695 $87.6M
FV
First Trust Dorsey Wright Focu

ETFs
-251
- 16.78%
$57.47 - $62.82 $14.4K - $15.8K
1.25K $73.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-43
- 2.27%
$55.45 - $61.08 $2.38K - $2.63K
1.85K $102M
DVN
Devon Energy Corp

Energy
-311
- 74.4%
$30.52 - $42.96 $9.49K - $13.4K
107 $3.5M
SBUX
Starbucks Corp

Consumer Cyclical
-27
- 1.62%
$87.44 - $102.5 $2.36K - $2.77K
1.64K $149M
MU
Micron Technology Inc

Technology
-32
- 6.32%
$84.16 - $113.41 $2.69K - $3.63K
474 $39.9M
KHC
Kraft Heinz CO

Consumer Defensive
-264
- 26.45%
$30.1 - $36.02 $7.95K - $9.51K
734 $22.5M
MRNA
Moderna, Inc.

Healthcare
-145
- 65.02%
$36.85 - $63.93 $5.34K - $9.27K
78 $3.24M
ELV
Elevance Health, Inc.

Healthcare
-4
- 6.56%
$365.96 - $514.62 $1.46K - $2.06K
57 $21M
WFC
Wells Fargo & Company

Financial Services
-676
- 25.0%
$54.98 - $77.35 $37.2K - $52.3K
2.03K $142M
BCE
Bce Inc

Communication Services
-122
- 19.21%
$22.53 - $34.84 $2.75K - $4.25K
513 $11.9M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-271
- 27.85%
$34.25 - $37.94 $9.28K - $10.3K
702 $25.5M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-266
- 92.36%
$31.24 - $37.15 $8.31K - $9.88K
22 $707K
IEMG
Ishares Inc

ETFs
-64
- 5.19%
N/A
1.17K $61M
AZTA
Azenta, Inc.

Healthcare
-180
- 98.9%
$40.37 - $51.57 $7.27K - $9.28K
2 $100K
CRL
Charles River Laboratories International, Inc.

Healthcare
-43
- 95.56%
$178.58 - $220.69 $7.68K - $9.49K
2 $369K
CNI
Canadian National Railway CO

Industrials
-39
- 13.59%
$100.62 - $117.12 $3.92K - $4.57K
248 $25.2M
ALC
Alcon Inc

Healthcare
-43
- 14.33%
$83.87 - $99.15 $3.61K - $4.26K
257 $21.8M
Canadian Pacific Kansas City Com
-48
- 13.91%
N/A
297 $21.5M
ADBE
Adobe Inc.

Technology
-11
- 26.19%
$437.39 - $552.96 $4.81K - $6.08K
31 $13.8M
BHP
Bhp Group LTD

Basic Materials
-107
- 68.59%
$48.78 - $62.43 $5.22K - $6.68K
49 $2.39M
MCHP
Microchip Technology Inc

Technology
-83
- 84.69%
$55.51 - $79.05 $4.61K - $6.56K
15 $860K
SNPS
Synopsys Inc

Technology
-13
- 48.15%
$485.36 - $588.0 $6.31K - $7.64K
14 $6.8M
DLB
Dolby Laboratories, Inc.

Industrials
-91
- 38.24%
$70.91 - $81.98 $6.45K - $7.46K
147 $11.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-121
- 2.22%
$570.51 - $610.59 $69K - $73.9K
5.32K $3.13B
Ishares Flexible Income Active ETF
-91
- 7.44%
N/A
1.13K $58.9M
SITE
Site One Landscape Supply, Inc.

Industrials
-42
- 95.45%
$131.3 - $156.31 $5.51K - $6.57K
2 $264K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-768
- 86.88%
$7.33 - $12.37 $5.63K - $9.5K
116 $1.23M
IYE
Ishares Tr

ETFs
-26
- 0.52%
$43.93 - $51.37 $1.14K - $1.34K
5K $228M
WWD
Woodward, Inc.

Industrials
-28
- 50.0%
$159.67 - $187.29 $4.47K - $5.24K
28 $4.66M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-44
- 91.67%
$107.32 - $127.74 $4.72K - $5.62K
4 $493K
DXCM
Dexcom Inc

Healthcare
-73
- 94.81%
$65.68 - $81.01 $4.79K - $5.91K
4 $311K
MEDP
Medpace Holdings, Inc.

Healthcare
-14
- 21.88%
$308.93 - $363.58 $4.33K - $5.09K
50 $16.6M
SHEL
Shell PLC

Energy
-37
- 5.02%
$60.63 - $70.23 $2.24K - $2.6K
700 $43.9M
MDT
Medtronic PLC

Healthcare
-40
- 31.5%
$79.61 - $92.24 $3.18K - $3.69K
87 $6.95M
IQV
Iqvia Holdings Inc.

Healthcare
-11
- 20.0%
$190.97 - $236.63 $2.1K - $2.6K
44 $8.65M
OSK
Oshkosh Corp

Industrials
-42
- 60.0%
$93.84 - $115.52 $3.94K - $4.85K
28 $2.66M
GD
General Dynamics Corp

Industrials
-7
- 11.11%
$260.28 - $314.03 $1.82K - $2.2K
56 $14.8M
IFRA
Ishares Tr

ETFs
-77
- 9.75%
$45.94 - $51.71 $3.54K - $3.98K
713 $33M
DG
Dollar General Corp

Consumer Defensive
-15
- 4.62%
$73.27 - $84.47 $1.1K - $1.27K
310 $23.5M
FMC
Fmc Corp

Basic Materials
-55
- 76.39%
$47.86 - $66.62 $2.63K - $3.66K
17 $826K
SLB
Schlumberger Limited

Energy
-89
- 83.18%
$36.83 - $45.59 $3.28K - $4.06K
18 $690K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-129
- 18.12%
$22.65 - $23.8 $2.92K - $3.07K
583 $13.2M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-9
- 64.29%
$338.38 - $446.21 $3.05K - $4.02K
5 $2.18M
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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