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
NXST
Nexstar Media Group, Inc.

Communication Services
-292
- 94.19%
$146.34 - $182.75 $42.7K - $53.4K
18 $3.23M
NUE
Nucor Corp

Basic Materials
-399
- 62.64%
$114.48 - $142.52 $45.7K - $56.9K
238 $28.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-874
- 8.71%
$49.69 - $50.76 $43.4K - $44.4K
9.16K $458M
CRWD
Crowd Strike Holdings, Inc.

Technology
-155
- 14.57%
$308.86 - $455.36 $47.9K - $70.6K
909 $320M
MAR
Marriott International Inc

Consumer Cyclical
-3
- 0.32%
$237.01 - $304.45 $711 - $913
927 $221M
NDAQ
Nasdaq, Inc.

Financial Services
-225
- 1.86%
$72.17 - $83.76 $16.2K - $18.8K
11.9K $902M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-156
- 27.96%
$196.12 - $229.48 $30.6K - $35.8K
402 $81.3M
MBB
Ishares Tr

ETFs
-313
- 9.88%
$90.37 - $94.08 $28.3K - $29.4K
2.86K $268M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-732
- 7.76%
$25.12 - $26.05 $18.4K - $19.1K
8.7K $219M
EFV
Msci Eafe Value ETF

ETFs
-822
- 19.14%
$51.88 - $60.73 $42.6K - $49.9K
3.47K $205M
Spdr Ssga My2029 Municipal Bond ETF
-627
- 9.54%
N/A
5.95K $145M
Spdr Ssga My2030 Municipal Bond ETF
-626
- 9.53%
N/A
5.94K $146M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-627
- 10.63%
$26.63 - $26.75 $16.7K - $16.8K
5.27K $141M
IBMO
Ishares Tr Ibonds December 202

ETFs
-641
- 9.95%
$25.45 - $25.6 $16.3K - $16.4K
5.8K $148M
NEE
Nextera Energy Inc

Utilities
-184
- 6.71%
$66.96 - $76.16 $12.3K - $14K
2.56K $181M
RRX
Regal Rexnord Corp

Industrials
-95
- 95.0%
$113.85 - $167.1 $10.8K - $15.9K
5 $569K
AIR
Aar Corp

Industrials
-243
- 97.59%
$55.99 - $72.21 $13.6K - $17.5K
6 $336K
VDE
Vanguard Energy ETF

ETFs
-142
- 28.8%
$119.14 - $132.76 $16.9K - $18.9K
351 $45.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-785
- 5.06%
$85.29 - $92.57 $67K - $72.7K
14.7K $1.34B
BIO
Bio Rad Laboratories, Inc.

Healthcare
-33
- 64.71%
$243.0 - $367.0 $8.02K - $12.1K
18 $4.38M
ACN
Accenture PLC

Technology
-13
- 6.95%
$300.91 - $398.25 $3.91K - $5.18K
174 $54.3M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-215
- 62.32%
$39.97 - $48.7 $8.59K - $10.5K
130 $5.2M
POOL
Pool Corp

Industrials
-30
- 81.08%
$314.92 - $364.31 $9.45K - $10.9K
7 $2.23M
BSMU
Invesco Exchange Self Ind Tr

ETFs
-471
- 65.42%
$21.49 - $22.03 $10.1K - $10.4K
249 $5.37M
VMC
Vulcan Materials CO

Basic Materials
-38
- 73.08%
$220.9 - $277.54 $8.39K - $10.5K
14 $3.27M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
-427
- 6.94%
$20.57 - $21.12 $8.78K - $9.02K
5.73K $119M
Invesco Bulletshares 2032 Municipal Bond ETF
-322
- 8.18%
N/A
3.62K $89M
STZ
Constellation Brands, Inc.

Consumer Defensive
-33
- 32.67%
$161.05 - $222.93 $5.31K - $7.36K
68 $12.5M
Bunge Global Sa Com Shs
-122
- 38.36%
N/A
196 $15M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-478
- 1.62%
$20.64 - $20.73 $9.87K - $9.91K
28.9K $598M
EXPO
Exponent Inc

Industrials
-94
- 95.92%
$78.9 - $93.95 $7.42K - $8.83K
4 $324K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-503
- 1.62%
$19.42 - $19.54 $9.77K - $9.83K
30.6K $596M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-118
- 91.47%
$48.65 - $66.04 $5.74K - $7.79K
11 $586K
NDSN
Nordson Corp

Industrials
-38
- 82.61%
$200.12 - $224.07 $7.6K - $8.51K
8 $1.61M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-133
- 60.45%
$49.34 - $55.91 $6.56K - $7.44K
87 $4.41M
H
Hyatt Hotels Corp

Consumer Cyclical
-47
- 90.38%
$120.83 - $166.34 $5.68K - $7.82K
5 $613K
BC
Brunswick Corp

Consumer Cyclical
-111
- 93.28%
$53.49 - $70.51 $5.94K - $7.83K
8 $431K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-106
- 49.77%
$38.18 - $50.93 $4.05K - $5.4K
107 $4.13M
CHH
Choice Hotels International Inc

Consumer Cyclical
-45
- 56.96%
$127.89 - $155.97 $5.76K - $7.02K
34 $4.52M
EIX
Edison International

Utilities
-13
- 4.61%
$50.06 - $80.01 $651 - $1.04K
269 $15.8M
FIS
Fidelity National Information Services, Inc.

Technology
-61
- 18.43%
$68.12 - $83.42 $4.16K - $5.09K
270 $20.2M
APA
Apa Corp

Energy
-254
- 81.15%
$18.54 - $25.45 $4.71K - $6.46K
59 $1.24M
TGT
Target Corp

Consumer Defensive
-24
- 26.37%
$103.65 - $142.5 $2.49K - $3.42K
67 $6.99M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-116
- 17.29%
$58.01 - $64.46 $6.73K - $7.48K
555 $34.5M
Canadian Pacific Kansas City Com
-61
- 20.54%
N/A
236 $16.6M
PLD
Prologis, Inc.

Real Estate
-49
- 44.55%
$103.59 - $124.04 $5.08K - $6.08K
61 $6.82M
Invesco Bulletshares 2033 Municipal Bond ETF
-125
- 3.57%
N/A
3.38K $85.5M
CB
Chubb LTD

Financial Services
-27
- 19.85%
$257.71 - $301.99 $6.96K - $8.15K
109 $32.9M
AZN
Astrazeneca PLC

Healthcare
-95
- 31.46%
$65.37 - $77.96 $6.21K - $7.41K
207 $15.2M
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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