Global Financial Private Client, LLC Top Holdings and 13F Report (2025)

About Global Financial Private Client, LLC

Investment Activity

Global Financial Private Client, LLC has $266.68 million in total holdings as of March 31, 2025.
Global Financial Private Client, LLC owns shares of 221 different stocks, but just 96 companies or ETFs make up 80% of its holdings.
Approximately 7.83% of the portfolio was purchased this quarter.
About 12.79% of the portfolio was sold this quarter.
This quarter, Global Financial Private Client, LLC has purchased 1,674 new stocks and bought additional shares in 145 stocks.
Global Financial Private Client, LLC sold shares of 48 stocks and completely divested from 1,463 stocks this quarter.

Largest Holdings

Apple: $13,496,790
SPDR S&P 500 ETF Trust: $12,045,222
Berkshire Hathaway: $10,932,000
Vanguard S&P 500 ETF: $8,478,674
Microsoft: $7,740,217

Largest New Holdings this Quarter

925652109 - VICI Properties: $687,925 Holding
316092527 - Fidelity Small-Mid Multifactor ETF: $671,855 Holding
78470P796 - SSGA ACTIVE TR: $445,400 Holding
26922A198 - AAM Low Duration Preferred & Income Securities ETF: $435,577 Holding
78464A672 - SPDR Portfolio Intermediate Term Treasury ETF: $386,554 Holding

Largest Purchases this Quarter

Exelon: 17,577 shares (about $763.20K)
VICI Properties: 21,102 shares (about $687.93K)
Fidelity Small-Mid Multifactor ETF: 16,201 shares (about $671.86K)
Lockheed Martin: 1,383 shares (about $640.38K)
JPMorgan Chase & Co.: 2,105 shares (about $610.27K)

Largest Sales this Quarter

Walt Disney: 12,099 shares (about $1.50M)
PepsiCo: 10,006 shares (about $1.32M)
iShares Expanded Tech Sector ETF: 7,899 shares (about $887.37K)
SPDR Portfolio Developed World ex-US ETF: 21,449 shares (about $868.47K)
SPDR Portfolio Emerging Markets ETF: 5,383 shares (about $230.07K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$13,496,790	$26,262 ▼	-0.2%	65,783	5.1%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$12,045,222	$103,801 ▲	0.9%	19,495	4.5%	Finance
BRK.A Berkshire Hathaway	$10,932,000		0.0%	15	4.1%	Finance
VOO Vanguard S&P 500 ETF	$8,478,674	$63,053 ▼	-0.7%	14,926	3.2%	ETF
MSFT Microsoft	$7,740,217	$995 ▼	0.0%	15,561	2.9%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$7,694,246	$15,635 ▲	0.2%	290,349	2.9%	ETF
VIG Vanguard Dividend Appreciation ETF	$4,726,177	$51,781 ▲	1.1%	23,092	1.8%	ETF
VUG Vanguard Growth ETF	$4,111,973	$438 ▲	0.0%	9,380	1.5%	ETF
JPM JPMorgan Chase & Co.	$3,821,676	$610,274 ▲	19.0%	13,182	1.4%	Finance
NVDA NVIDIA	$3,814,191	$419,779 ▲	12.4%	24,142	1.4%	Computer and Technology
CVX Chevron	$3,475,447	$404,934 ▲	13.2%	24,272	1.3%	Energy
RSP Invesco S&P 500 Equal Weight ETF	$3,283,315	$244,259 ▲	8.0%	18,066	1.2%	ETF
IVV iShares Core S&P 500 ETF	$3,246,065	$121,696 ▲	3.9%	5,228	1.2%	ETF
META Meta Platforms	$3,158,288	$62,000 ▲	2.0%	4,279	1.2%	Computer and Technology
IBM International Business Machines	$3,109,401	$12,086 ▲	0.4%	10,548	1.2%	Computer and Technology
CSCO Cisco Systems	$3,046,200	$278,283 ▲	10.1%	43,906	1.1%	Computer and Technology
XLSR SPDR SSGA US Sector Rotation ETF	$3,037,735	$232,586 ▲	8.3%	55,312	1.1%	ETF
VTWO Vanguard Russell 2000 ETF	$2,962,570	$14,217 ▲	0.5%	33,967	1.1%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$2,809,428	$2,669 ▲	0.1%	53,677	1.1%	ETF
MRK Merck & Co., Inc.	$2,691,601	$277,773 ▲	11.5%	34,002	1.0%	Medical
AMZN Amazon.com	$2,468,098	$453,691 ▲	22.5%	11,250	0.9%	Retail/Wholesale
BK Bank of New York Mellon	$2,433,037	$251,923 ▲	11.6%	26,704	0.9%	Finance
GE VERNOVA INC	$2,393,875	$17,991 ▲	0.8%	4,524	0.9%	COM
SCHF Schwab International Equity ETF	$2,330,511	$10,564 ▼	-0.5%	105,453	0.9%	ETF
TSM Taiwan Semiconductor Manufacturing	$2,255,789	$23,101 ▲	1.0%	9,960	0.8%	Computer and Technology
PG Procter & Gamble	$2,233,788	$32,979 ▲	1.5%	14,021	0.8%	Consumer Staples
XOM Exxon Mobil	$2,227,407	$6,468 ▲	0.3%	20,662	0.8%	Energy
WMT Walmart	$2,212,645	$303,604 ▲	15.9%	22,629	0.8%	Retail/Wholesale
SPDW SPDR Portfolio Developed World ex-US ETF	$2,173,260	$868,470 ▼	-28.6%	53,674	0.8%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$2,065,581	$230,069 ▼	-10.0%	48,329	0.8%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$1,955,459	$10,969 ▲	0.6%	10,696	0.7%	ETF
BAC Bank of America	$1,931,936	$1,656 ▲	0.1%	40,827	0.7%	Finance
IYW iShares U.S. Technology ETF	$1,922,431	$5,025 ▼	-0.3%	11,095	0.7%	Manufacturing
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,890,244	$62,936 ▲	3.4%	22,796	0.7%	ETF
STT State Street	$1,885,912	$171,205 ▲	10.0%	17,735	0.7%	Finance
MCD McDonald's	$1,863,307	$12,856 ▲	0.7%	6,377	0.7%	Retail/Wholesale
ZION Zions Bancorporation, N.A.	$1,797,436	$29,138 ▲	1.6%	34,606	0.7%	Finance
VEA Vanguard FTSE Developed Markets ETF	$1,787,035	$4,846 ▼	-0.3%	31,346	0.7%	ETF
HD Home Depot	$1,763,538	$3,666 ▲	0.2%	4,810	0.7%	Retail/Wholesale
ETR Entergy	$1,762,461	$61,010 ▲	3.6%	21,204	0.7%	Utilities
ITA iShares U.S. Aerospace & Defense ETF	$1,759,455	$9,621 ▲	0.5%	9,327	0.7%	ETF
ORCL Oracle	$1,688,918	$46,131 ▲	2.8%	7,725	0.6%	Computer and Technology
AFL Aflac	$1,657,831	$43,450 ▲	2.7%	15,720	0.6%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$1,657,207	$50,993 ▼	-3.0%	33,506	0.6%	ETF
BNDX Vanguard Total International Bond ETF	$1,623,680	$3,763 ▼	-0.2%	32,795	0.6%	ETF
QQQ Invesco QQQ	$1,617,978	$41,925 ▼	-2.5%	2,933	0.6%	Finance
XLF Financial Select Sector SPDR Fund	$1,556,990	$398,635 ▲	34.4%	29,731	0.6%	ETF
ADP Automatic Data Processing	$1,437,114	$25,905 ▲	1.8%	4,660	0.5%	Computer and Technology
COWZ Pacer US Cash Cows 100 ETF	$1,397,185	$101,826 ▲	7.9%	25,357	0.5%	ETF
XLC Communication Services Select Sector SPDR Fund	$1,396,564	$151,616 ▲	12.2%	12,868	0.5%	ETF
KR Kroger	$1,383,331	$164,766 ▲	13.5%	19,285	0.5%	Retail/Wholesale
VCR Vanguard Consumer Discretionary ETF	$1,372,883	$4,348 ▼	-0.3%	3,789	0.5%	ETF
VPL Vanguard FTSE Pacific ETF	$1,363,120	$2,630 ▼	-0.2%	16,587	0.5%	ETF
GOOGL Alphabet	$1,351,332	$57,451 ▲	4.4%	7,668	0.5%	Computer and Technology
RTX RTX	$1,294,467	$341,541 ▲	35.8%	8,865	0.5%	Aerospace
KTOS Kratos Defense & Security Solutions	$1,286,107	$22,110 ▲	1.7%	27,688	0.5%	Aerospace
QQQM Invesco NASDAQ 100 ETF	$1,267,899	$36,790 ▲	3.0%	5,583	0.5%	ETF
FTNT Fortinet	$1,264,517	$14,589 ▲	1.2%	11,961	0.5%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$1,259,486		0.0%	4,144	0.5%	ETF
QCOM QUALCOMM	$1,252,068	$15,289 ▲	1.2%	7,862	0.5%	Computer and Technology
DFAI Dimensional International Core Equity Market ETF	$1,226,786	$64,542 ▲	5.6%	35,487	0.5%	ETF
LLY Eli Lilly and Company	$1,218,936	$11,691 ▼	-0.9%	1,564	0.5%	Medical
SBCF Seacoast Banking Corporation of Florida	$1,193,874	$55 ▲	0.0%	43,225	0.4%	Finance
IPAC iShares Core MSCI Pacific ETF	$1,189,541	$4,809 ▲	0.4%	17,315	0.4%	ETF
KCE SPDR S&P Capital Markets ETF	$1,177,701	$580 ▼	0.0%	8,126	0.4%	ETF
BSV Vanguard Short-Term Bond ETF	$1,175,975	$3,305 ▼	-0.3%	14,943	0.4%	ETF
XLV Health Care Select Sector SPDR Fund	$1,174,964	$20,488 ▲	1.8%	8,717	0.4%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$1,164,496	$9,526 ▲	0.8%	10,635	0.4%	ETF
PANW Palo Alto Networks	$1,143,323	$241,066 ▲	26.7%	5,587	0.4%	Computer and Technology
LDOS Leidos	$1,125,933	$8,204 ▲	0.7%	7,137	0.4%	Computer and Technology
SCHE Schwab Emerging Markets Equity ETF	$1,102,235	$66,578 ▲	6.4%	36,571	0.4%	ETF
VTV Vanguard Value ETF	$1,101,974	$1,591 ▼	-0.1%	6,235	0.4%	ETF
SMH VanEck Semiconductor ETF	$1,091,815	$1,394 ▼	-0.1%	3,915	0.4%	Manufacturing
NDAQ Nasdaq	$1,082,786	$19,583 ▲	1.8%	12,109	0.4%	Finance
LAM RESEARCH CORP	$1,059,157	$142,116 ▲	15.5%	10,881	0.4%	COM NEW
HCI HCI Group	$1,058,703	$152 ▼	0.0%	6,956	0.4%	Finance
FTEC Fidelity MSCI Information Technology Index ETF	$1,057,296	$3,747 ▼	-0.4%	5,361	0.4%	ETF
GOOG Alphabet	$1,051,390	$3,193 ▲	0.3%	5,927	0.4%	Computer and Technology
ICVT iShares Convertible Bond ETF	$1,042,097	$13,966 ▲	1.4%	11,566	0.4%	ETF
FISR SPDR SSGA Fixed Income Sector Rotation ETF	$1,040,525	$308,969 ▲	42.2%	40,268	0.4%	ETF
LMT Lockheed Martin	$1,010,817	$640,385 ▲	172.9%	2,183	0.4%	Aerospace
IWM iShares Russell 2000 ETF	$1,004,502	$89,121 ▲	9.7%	4,655	0.4%	Finance
AOM iShares Core 40/60 Moderate Allocation ETF	$925,460		0.0%	20,101	0.3%	ETF
SSGA ACTIVE TR	$895,138	$339,436 ▲	61.1%	35,960	0.3%	SPDR SSGA MY2030
GILD Gilead Sciences	$867,669	$33,815 ▲	4.1%	7,826	0.3%	Medical
TXN Texas Instruments	$859,340	$2,491 ▼	-0.3%	4,139	0.3%	Computer and Technology
BA Boeing	$834,977	$29,544 ▲	3.7%	3,985	0.3%	Aerospace
CIBR First Trust Nasdaq Cybersecurity ETF	$825,787	$6,122 ▲	0.7%	10,926	0.3%	Manufacturing
VMBS Vanguard Mortgage-Backed Securities ETF	$822,303	$2,085 ▼	-0.3%	17,745	0.3%	ETF
EOG EOG Resources	$814,903	$24,879 ▲	3.1%	6,813	0.3%	Energy
XHB SPDR S&P Homebuilders ETF	$802,557	$7,491 ▲	0.9%	8,142	0.3%	ETF
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF	$799,694	$186,392 ▲	30.4%	4,728	0.3%	ETF
RCL Royal Caribbean Cruises	$798,194	$2,192 ▲	0.3%	2,549	0.3%	Consumer Discretionary
ABBV AbbVie	$794,145	$271,027 ▲	51.8%	4,278	0.3%	Medical
DIS Walt Disney	$786,582	$1,500,371 ▼	-65.6%	6,343	0.3%	Consumer Discretionary
SSGA ACTIVE TR	$785,933	$232,356 ▲	42.0%	31,494	0.3%	SPDR SSGA MY2029
CL Colgate-Palmolive	$781,740	$545 ▲	0.1%	8,600	0.3%	Consumer Staples
XSD SPDR S&P Semiconductor ETF	$779,534	$3,591 ▼	-0.5%	3,039	0.3%	ETF
GLD SPDR Gold Shares	$778,841	$40,847 ▲	5.5%	2,555	0.3%	Finance
BRK.B Berkshire Hathaway	$767,635	$48,099 ▲	6.7%	1,580	0.3%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Global Financial Private Client, LLC Top Holdings and 13F Report (2025)

About Global Financial Private Client, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Global Financial Private Client, LLC Top Holdings and 13F Report (2025)

About Global Financial Private Client, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGlobal Financial Private Client, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools