Global Financial Private Client, LLC Reduced Holdings in Q1 2025

Global Financial Private Client, LLC

  • $262 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.82K
- 8.12%
$209.68 - $247.1 $1.22M - $1.44M
65.9K $14.6B
TROW
Price T Rowe Group Inc

Financial Services
-10.8K
- 99.7%
$91.57 - $116.93 $989K - $1.26M
33 $3.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.16K
- 5.68%
$551.42 - $612.93 $641K - $713K
19.3K $10.8B
MSFT
Microsoft Corp

Technology
-222
- 1.41%
$375.39 - $447.2 $83.3K - $99.3K
15.6K $5.84B
VCR
Vanguard Consumer Discretionar

ETFs
-1.59K
- 29.51%
$318.51 - $391.75 $507K - $623K
3.8K $1.24B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-8.61K
- 92.3%
$84.4 - $94.7 $727K - $815K
718 $58.2M
PHM
Pultegroup Inc

Consumer Cyclical
-6.7K
- 98.73%
$101.09 - $118.51 $678K - $794K
86 $8.84M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-6.44K
- 78.58%
$94.86 - $97.12 $611K - $625K
1.75K $167M
GNRC
Generac Holdings Inc.

Industrials
-3.95K
- 99.72%
$126.65 - $164.06 $500K - $648K
11 $1.39M
VTWO
Vanguard Russell 2000 ETF

ETFs
-3.47K
- 9.31%
$80.08 - $92.93 $278K - $323K
33.8K $2.73B
Jacobs Solutions Inc Com
-3.97K
- 99.57%
N/A
17 $2.06M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.78K
- 24.68%
$192.82 - $222.1 $342K - $394K
5.42K $1.05B
VUG
Vanguard Growth ETF

ETFs
-129
- 1.36%
$369.1 - $427.61 $47.6K - $55.2K
9.38K $3.48B
FDX
Fedex Corp

Industrials
-1.36K
- 80.86%
$230.33 - $281.53 $313K - $383K
322 $78.5M
AFL
Aflac Inc

Financial Services
-4.75K
- 23.67%
$100.99 - $111.19 $480K - $528K
15.3K $1.7B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.94K
- 36.77%
$40.03 - $46.81 $278K - $325K
11.9K $487M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-102
- 1.02%
$165.25 - $224.62 $16.9K - $22.9K
9.86K $1.64B
IWM
Ishares Russell 2000 ETF

ETFs
-1.01K
- 19.22%
$198.1 - $229.79 $200K - $232K
4.24K $846M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.39K
- 43.0%
$91.45 - $91.75 $310K - $311K
4.5K $413M
IVV
Ishares Core S&P 500 ETF

ETFs
-292
- 5.48%
$554.06 - $615.85 $162K - $180K
5.03K $2.83B
DIS
Walt Disney CO

Communication Services
-161
- 0.87%
$96.87 - $114.0 $15.6K - $18.4K
18.4K $1.82B
PLTR
Palantir Technologies Inc.

Technology
-3.43K
- 45.71%
$64.98 - $124.62 $223K - $428K
4.08K $344M
FTNT
Fortinet, Inc.

Technology
-2.51K
- 17.51%
$92.49 - $114.57 $232K - $287K
11.8K $1.14B
VIS
Vanguard Industrial ETF

ETFs
-762
- 28.56%
$243.63 - $273.99 $186K - $209K
1.91K $472M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-770
- 7.33%
$102.49 - $119.96 $78.9K - $92.4K
9.74K $1.02B
STT
State Street Corp

Financial Services
-260
- 1.59%
$84.47 - $102.23 $22K - $26.6K
16.1K $1.44B
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-68
- 2.18%
$202.1 - $270.08 $13.7K - $18.4K
3.05K $613M
IGM
Ishares Expanded Tech Sector E

ETFs
-229
- 2.14%
$90.81 - $108.46 $20.8K - $24.8K
10.5K $951M
XLI
Industrial Sector Spdr

ETFs
-1.04K
- 25.46%
$128.78 - $141.67 $134K - $148K
3.05K $400M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-673
- 6.19%
$81.62 - $96.63 $54.9K - $65K
10.2K $849M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-22
- 0.73%
$468.34 - $539.52 $10.3K - $11.9K
3.01K $1.41B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-29
- 0.73%
$212.17 - $267.17 $6.15K - $7.75K
3.92K $829M
KCE
Spdr S&P Capital Markets ETF

ETFs
-240
- 2.87%
$122.39 - $146.44 $29.4K - $35.1K
8.13K $1.03B
IGV
Ishares Expanded Tech Software

ETFs
-9
- 0.09%
$88.3 - $107.83 $795 - $970
10.5K $939M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.27K
- 94.64%
$65.15 - $91.81 $82.9K - $117K
72 $4.7M
ITA
Ishares Tr

ETFs
-1.18K
- 11.24%
$144.84 - $159.5 $170K - $187K
9.28K $1.42B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-938
- 3.84%
$53.6 - $58.97 $50.3K - $55.3K
23.5K $1.29B
ON
On Semiconductor Corp

Technology
-1.45K
- 98.64%
$40.69 - $64.51 $58.8K - $93.3K
20 $814K
EFG
Msci Eafe Growth ETF

ETFs
-888
- 42.63%
$96.1 - $106.37 $85.3K - $94.5K
1.2K $120M
XLK
Technology Sector Spdr

ETFs
-101
- 4.6%
$206.38 - $242.18 $20.8K - $24.5K
2.09K $432M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.4K
- 2.54%
$49.78 - $53.19 $69.5K - $74.3K
53.6K $2.74B
PCAR
Paccar Inc

Industrials
-98
- 1.01%
$96.91 - $112.51 $9.5K - $11K
9.62K $937M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-281
- 20.16%
$168.84 - $202.89 $47.4K - $57K
1.11K $196M
MLN
Vaneck Long Muni ETF

ETFs
-2.62K
- 5.52%
$17.22 - $18.0 $45.1K - $47.1K
44.8K $779M
EBND
Spdr Bloomberg Emerging Market

ETFs
-3.22K
- 38.03%
$19.47 - $20.36 $62.7K - $65.5K
5.24K $105M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-1.88K
- 3.45%
$16.8 - $17.69 $31.6K - $33.3K
52.6K $881M
SOFI
So Fi Technologies, Inc.

Financial Services
-90
- 0.65%
$11.18 - $18.03 $1.01K - $1.62K
13.8K $161M
WMT
Walmart Inc.

Consumer Defensive
-1
- 0.01%
$84.5 - $105.05 $84.5 - $105
19.5K $1.71B
ICVT
Ishares Tr Convertible Bond Et

ETFs
-393
- 3.33%
$83.18 - $89.27 $32.7K - $35.1K
11.4K $954M
Activity Summary
Buys All Purchases 1303 New Holdings 52 Increased Positions 1251 Sells All Sells 147 Reductions 145 Sold out 2 Options Calls 0 Puts 0
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