Global Financial Private Client, LLC Sells in Q4 2025

Global Financial Private Client, LLC

  • $285 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
-4.31K
- 75.84%
$144.33 - $160.86 $621K - $693K
1.37K $220M
ORCL
Oracle Corp

Technology
-21
- 0.27%
$217.57 - $313.0 $4.57K - $6.57K
7.78K $1.52B
HD
Home Depot, Inc.

Consumer Cyclical
-555
- 11.65%
$358.03 - $397.02 $199K - $220K
4.21K $1.45B
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-384
- 1.38%
$71.69 - $105.67 $27.5K - $40.6K
27.3K $2.08B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-14.5K
- 7.26%
$26.44 - $27.53 $383K - $399K
185K $5.07B
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-10K
- 26.15%
$28.8 - $31.72 $288K - $317K
28.2K $887M
SOFI
So Fi Technologies, Inc.

Financial Services
-9.8K
- 55.95%
$25.24 - $32.21 $247K - $316K
7.72K $202M
VUG
Vanguard Growth ETF

ETFs
-691
- 7.22%
$470.44 - $504.26 $325K - $348K
8.88K $4.33B
ZION
Zions Bancorporation, National Association

Financial Services
-5.52K
- 16.3%
$46.93 - $56.93 $259K - $314K
28.4K $1.66B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.59K
- 50.32%
$96.34 - $98.02 $249K - $254K
2.56K $248M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-244
- 9.57%
$252.87 - $320.26 $61.7K - $78.1K
2.31K $643M
EOG
Eog Resources Inc

Energy
-1.21K
- 16.81%
$105.0 - $111.92 $127K - $135K
5.98K $627M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.84K
- 11.67%
$44.53 - $47.25 $171K - $181K
29.1K $1.36B
Spdr Series Trust
-5.38K
- 17.85%
N/A
24.7K $706M
RJF
Raymond James Financial Inc

Financial Services
-525
- 12.15%
$158.05 - $167.64 $83K - $88K
3.8K $610M
DIS
Walt Disney CO

Communication Services
-782
- 12.82%
$105.69 - $116.65 $82.6K - $91.2K
5.32K $605M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-507
- 3.22%
$600.51 - $631.95 $304K - $320K
15.2K $9.55B
VCR
Vanguard Consumer Discretionar

ETFs
-144
- 3.82%
$376.54 - $399.33 $54.2K - $57.5K
3.62K $1.43B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-130
- 1.15%
$74.62 - $78.21 $9.7K - $10.2K
11.2K $800M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.46K
- 19.13%
$33.69 - $34.08 $49.3K - $49.9K
6.19K $209M
VCIT
Vanguard Intermediate Term Cor

ETFs
-504
- 2.36%
$83.45 - $84.82 $42.1K - $42.7K
20.8K $1.74B
KCE
Spdr S&P Capital Markets ETF

ETFs
-143
- 1.83%
$144.6 - $152.31 $20.7K - $21.8K
7.67K $1.15B
ICVT
Ishares Tr Convertible Bond Et

ETFs
-216
- 1.97%
$98.1 - $103.73 $21.2K - $22.4K
10.8K $1.06B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-355
- 1.0%
$32.35 - $34.37 $11.5K - $12.2K
35.3K $1.16B
XLC
Select Sector Spdr Tr Communic

ETFs
-186
- 1.38%
$111.33 - $117.16 $20.7K - $21.8K
13.3K $1.57B
MCD
Mcdonalds Corp

Consumer Cyclical
-115
- 1.93%
$293.81 - $310.11 $33.8K - $35.7K
5.84K $1.79B
PLTR
Palantir Technologies Inc.

Technology
-4
- 0.09%
$172.14 - $207.18 $689 - $829
4.25K $756M
Ssga Active Tr
-705
- 2.08%
N/A
33.2K $829M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-80
- 2.54%
$309.99 - $353.65 $24.8K - $28.3K
3.07K $987M
Ssga Active Tr
-614
- 2.07%
N/A
29.1K $728M
Ssga Active Tr
-533
- 2.14%
N/A
24.4K $613M
NRG
Nrg Energy, Inc.

Utilities
-14
- 0.29%
$160.42 - $178.5 $2.25K - $2.5K
4.74K $755M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-755
- 2.54%
$19.54 - $19.6 $14.8K - $14.8K
29K $568M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-235
- 1.61%
$36.54 - $37.14 $8.59K - $8.73K
14.3K $528M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-242
- 3.19%
$46.57 - $47.16 $11.3K - $11.4K
7.35K $342M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-15
- 0.19%
$70.19 - $72.57 $1.05K - $1.09K
8.09K $563M
Ssga Active Tr
-363
- 2.12%
N/A
16.7K $418M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-45
- 0.65%
$51.27 - $51.8 $2.31K - $2.33K
6.92K $346M
Ssga Active Tr
-352
- 2.06%
N/A
16.8K $418M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-50
- 1.47%
$136.06 - $140.64 $6.8K - $7.03K
3.34K $465M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-352
- 1.63%
$19.61 - $19.82 $6.9K - $6.98K
21.3K $416M
Ssga Active Tr
-321
- 1.91%
N/A
16.5K $413M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-93
- 1.69%
$219.27 - $238.71 $20.4K - $22.2K
5.42K $1.22B
Ssga Active Tr
-136
- 1.64%
N/A
8.16K $204M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-66
- 0.75%
$50.33 - $50.81 $3.32K - $3.35K
8.79K $444M
MBB
Ishares Tr

ETFs
-27
- 0.95%
$94.9 - $96.23 $2.56K - $2.6K
2.83K $269M
IEMG
Ishares Inc

ETFs
-139
- 2.52%
N/A
5.38K $361M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-8
- 0.05%
$78.65 - $79.19 $629 - $634
15.2K $1.19B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-5
- 0.06%
$77.73 - $78.84 $389 - $394
8.25K $642M
Activity Summary
Buys All Purchases 123 New Holdings 11 Increased Positions 112 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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