Global Financial Private Client, LLC Portfolio Holdings

Global Financial Private Client, LLC

  • $267 Billion
  • Q4 2024

Global Financial Private Client, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $267 Billion distributed in 1661 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18B, Spdr S&P 500 ETF Trust with a value of $12B, Berkshire Hathaway Inc with a value of $10.2B, Schwab Strategic Tr Us Dividen with a value of $7.93B, and Vanguard Index Fds S&P 500 ETF with a value of $7.48B.

Examining the 13F form we can see an increase of $10.2B in the current position value, from $257B to 267B.

Global Financial Private Client, LLC is based out at Sarasota, FL

Below you can find more details about Global Financial Private Client, LLC portfolio as well as his latest detailed transactions.

Portfolio value $267 Billion
ETFs: $127 Billion
Technology: $43.9 Billion
Financial Services: $32.4 Billion
Industrials: $10.6 Billion
Consumer Cyclical: $9.46 Billion
Consumer Defensive: $9.34 Billion
Communication Services: $7.76 Billion
Healthcare: $7.42 Billion
Other: $10.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$18 Billion 6.74% of portfolio
71,734
Q4 2024 Added 0.16%
$425B
$10.2 Billion 3.83% of portfolio
15
Q4 2019 New
$3.05T
$6.65 Billion 2.49% of portfolio
15,785
Q4 2024 Reduced 0.74%
$299B
$3.1 Billion 1.16% of portfolio
21,375
Q4 2024 Added 0.75%
$324B
$2.68 Billion 1.0% of portfolio
19,947
Q4 2024 Added 1.95%
$1.61T
$2.38 Billion 0.89% of portfolio
4,059
Q4 2024 Added 9.73%
$226B
$2.33 Billion 0.88% of portfolio
10,616
Q4 2024 Added 24.45%
$398B
$2.28 Billion 0.85% of portfolio
13,573
Q4 2024 Added 1.66%
$809B
$2.25 Billion 0.84% of portfolio
9,384
Q4 2024 Added 26.35%
$454B
$2.2 Billion 0.82% of portfolio
20,419
Q4 2024 Added 0.88%
$65.5B
$2.07 Billion 0.78% of portfolio
20,056
Q4 2024 Added 0.34%
$256B
$2.09 Billion 0.78% of portfolio
35,336
Q4 2024 Added 26.8%
$202B
$2.07 Billion 0.78% of portfolio
18,603
Q4 2024 Added 7.01%
$221B
$2.06 Billion 0.77% of portfolio
20,743
Q4 2024 Added 1.15%
$69.6B
$1.97 Billion 0.74% of portfolio
25,628
Q4 2024 Added 11.8%
$1.07T
$1.97 Billion 0.74% of portfolio
9,960
Q4 2024 Added 20.67%
$217B
$1.84 Billion 0.69% of portfolio
6,343
Q4 2024 Added 0.4%
$8.57B
$1.82 Billion 0.68% of portfolio
33,501
Q4 2024 Added 1.3%
$380B
$1.78 Billion 0.67% of portfolio
40,614
Q4 2024 Reduced 0.98%
$199B
$1.78 Billion 0.67% of portfolio
11,695
Q4 2024 Added 1.54%
$275B
$1.76 Billion 0.66% of portfolio
19,525
Q4 2024 Added 139.57%
$16.8B
$1.59 Billion 0.6% of portfolio
20,977
Q4 2024 Added 185.75%
$36.5B
$1.61 Billion 0.6% of portfolio
16,385
Q4 2024 Added 18.19%
$2.33T
$1.53 Billion 0.57% of portfolio
6,978
Q4 2024 Reduced 11.37%
$127B
$1.37 Billion 0.51% of portfolio
4,681
Q4 2024 Added 17.47%
$84.9B
$1.35 Billion 0.51% of portfolio
14,332
Q4 2024 Reduced 0.09%
$1.11T
$1.29 Billion 0.49% of portfolio
6,834
Q4 2024 Added 0.63%
$470B
$1.24 Billion 0.47% of portfolio
7,450
Q4 2024 Added 0.32%
$24.9B
$1.23 Billion 0.46% of portfolio
10,833
Q4 2024 Added 1.33%
$835B
$1.21 Billion 0.45% of portfolio
1,564
Q4 2024 Reduced 11.94%
$189B
$1.19 Billion 0.45% of portfolio
7,740
Q4 2024 Added 0.76%
$1.79B
$1.19 Billion 0.45% of portfolio
43,217
Q4 2024 Reduced 0.78%
$1.14T
$1.09 Billion 0.41% of portfolio
5,729
Q4 2024 Reduced 10.85%
$46.5B
$1.03 Billion 0.39% of portfolio
16,911
Q4 2024 Added 1.44%
$19.4B
$1.01 Billion 0.38% of portfolio
6,985
Q4 2024 Added 0.49%
$36.9B
$1.01 Billion 0.38% of portfolio
9,716
Q4 2024 Added 1.01%
$45.5B
$921 Million 0.35% of portfolio
17,093
Q4 2024 Added 37.61%
$40.7B
$937 Million 0.35% of portfolio
12,115
Q4 2024 Added 16.42%
$74.1B
$794 Million 0.3% of portfolio
6,474
Q4 2024 Added 0.68%
$1.11B
$811 Million 0.3% of portfolio
6,957
Q1 2022 Added 12,105.26%
$58B
$792 Million 0.3% of portfolio
4,350
Q4 2024 Added 99.91%
$72.4B
$779 Million 0.29% of portfolio
8,569
Q4 2024 Added 0.13%
$177B
$774 Million 0.29% of portfolio
4,126
Q4 2024 Added 0.24%
$24.1B
$739 Million 0.28% of portfolio
6,790
Q4 2024 Added 44.16%
$188B
$745 Million 0.28% of portfolio
6,436
Q4 2024 Added 0.52%
$4.09B
$716 Million 0.27% of portfolio
27,153
Q4 2024 Reduced 0.22%
$43.7B
$681 Million 0.26% of portfolio
11,260
Q4 2024 Added 561.96%
$108B
$672 Million 0.25% of portfolio
3,797
Q4 2024 Reduced 3.85%
$72.1B
$672 Million 0.25% of portfolio
1,433
Q4 2024 Reduced 3.57%

Summary

  • Portfolio
  • No. of Stocks 1,661
  • Current Value $267 Billion
  • Prior Value $257 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 881 stocks
  • Additional Purchases 430 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 145 stocks
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