Global Financial Private Client, LLC Q1 2025 Filing

Filed April 8, 2025

Portfolio Value

$261.8M

Holdings

1,674

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,674 positions)

StockValue
PFEPFIZER INC COM
$192K
VSTVISTRA CORP COM
$190K
CVSCVS HEALTH CORP COM
$188K
HONHONEYWELL INTL INC COM
$187K
BXBLACKSTONE INC COM
$186K
IBITISHARES BITCOIN TRUST ETF
$183K
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$182K
NEENEXTERA ENERGY INC COM
$181K
LINLINDE PLC SHS
$179K
VFHVANGUARD FINANCIALS ETF
$179K
HACKAMPLIFY CYBERSECURITY ETF
$178K
DRIDARDEN RESTAURANTS INC COM
$176K
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$172K
IVTINVENTRUST PPTYS CORP COM NEW
$169K
INTUINTUIT COM
$169K
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF
$167K
BMYBRISTOL-MYERS SQUIBB CO COM
$167K
SBUXSTARBUCKS CORP COM
$162K
SOFISOFI TECHNOLOGIES INC COM
$161K
PRUPRUDENTIAL FINL INC COM
$160K
DWDMORGAN STANLEY COM NEW
$156K
CHWYCHEWY INC CL A
$152K
WFCWELLS FARGO CO NEW COM
$152K
ARKKARK INNOVATION ETF
$151K
FSLRFIRST SOLAR INC COM
$149K
IBMOISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
$148K
MYMJSPDR SSGA MY2030 MUNICIPAL BOND ETF
$146K
MYMISPDR SSGA MY2029 MUNICIPAL BOND ETF
$145K
GLWCORNING INC COM
$144K
GMGENERAL MTRS CO COM
$144K
INTCINTEL CORP COM
$142K
IAUISHARES IBONDS DEC 2025 TERM MUNI BOND ETF
$141K
CDNSCADENCE DESIGN SYSTEM INC COM
$139K
MSIMOTOROLA SOLUTIONS INC COM NEW
$138K
SNYSANOFI SPONSORED ADR
$137K
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$136K
PSXPHILLIPS 66 COM
$136K
MDLZMONDELEZ INTL INC CL A
$136K
TMOTHERMO FISHER SCIENTIFIC INC COM
$134K
DHID R HORTON INC COM
$132K
CITHE CIGNA GROUP COM
$126K
DFSEURDISCOVER FINL SVCS COM
$125K
VTESVANGUARD SHORT-TERM TAX EXEMPT BOND ETF
$124K
COFCAPITAL ONE FINL CORP COM
$123K
LUVSOUTHWEST AIRLS CO COM
$123K
CMCSACOMCAST CORP NEW CL A
$123K
NFLXNETFLIX INC COM
$121K
EFGISHARES MSCI EAFE GROWTH ETF
$120K
BSMVINVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF
$119K
CRMSALESFORCE INC COM
$118K
AQLTISHARES SELECT DIVIDEND ETF
$117K
HIGHARTFORD INSURANCE GROUP INC COM
$116K
FFORD MTR CO COM
$115K
TIPXSPDR BLOOMBERG 1-10 YEAR TIPS ETF
$113K
GISGENERAL MLS INC COM
$111K
MEARISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF
$111K
BLKBLACKROCK INC COM
$110K
VOVANGUARD MID-CAP ETF
$109K
KMBKIMBERLY-CLARK CORP COM
$108K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$107K
ISCVISHARES MORNINGSTAR SMALL CAP VALUE ETF
$107K
EBNDSPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF
$105K
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$105K
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
$101K
MSCIMSCI INC COM
$101K
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$100K
TTENTOTALENERGIES SE SPONSORED ADS
$100K
NSCNORFOLK SOUTHN CORP COM
$98K
SGOLABRDN PHYSICAL GOLD SHARES ETF
$94K
PGRPROGRESSIVE CORP COM
$93K
AONAON PLC SHS CL A
$92K
SAPSAP SE SPON ADR
$90K
BBYBEST BUY INC COM
$90K
WMBWILLIAMS COS INC COM
$90K
VGKVANGUARD FTSE EUROPE ETF
$90K
DKNGDRAFTKINGS INC NEW COM CL A
$89K
BSMWINVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF
$89K
A4SAMERIPRISE FINL INC COM
$89K
BSSXINVESCO BULLETSHARES 2033 MUNICIPAL BOND ETF
$85K
VRTXVERTEX PHARMACEUTICALS INC COM
$84K
AJGGALLAGHER ARTHUR J & CO COM
$83K
OEFISHARES S&P 100 ETF
$83K
PHPARKER-HANNIFIN CORP COM
$83K
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$81K
UPSUNITED PARCEL SERVICE INC CL B
$80K
XARSPDR S&P AEROSPACE & DEFENSE ETF
$80K
FDXFEDEX CORP COM
$78K
DALDELTA AIR LINES INC DEL COM NEW
$78K
METMETLIFE INC COM
$78K
FXLFIRST TRUST TECHNOLOGY ALPHADEX FUND
$77K
TLHISHARES 10-20 YEAR TREASURY BOND ETF
$76K
HUMHUMANA INC COM
$74K
ECLECOLAB INC COM
$74K
THCTENET HEALTHCARE CORP COM NEW
$73K
EESWISDOMTREE U.S. SMALLCAP FUND
$73K
LOWLOWES COS INC COM
$73K
AEPAMERICAN ELEC PWR CO INC COM
$72K
ZTSZOETIS INC CL A
$71K
BACVERIZON COMMUNICATIONS INC COM
$71K
AMTAMERICAN TOWER CORP NEW COM
$71K
PreviousPage 3 of 17Next