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Global Financial Private Client

Latest statistics and disclosures from Global Financial Private Client's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPY, BRK.A, SCHD, VOO, and represent 20.42% of Global Financial Private Client's stock portfolio.
Added to shares of these 10 stocks: IGV, XBI, IGM, EMN, PFXF, PSX, OIH, IHF, JNK, KCE.
Started 45 new stock positions in KCE, CME, SPLB, UWMC, RF, CSIQ, IVE, BXMX, WDAY, ELAN.
Reduced shares in these 10 stocks: XES, PXD, ADP, TIPX, ITA, VDE, IAGG, SCHD, FLOT, BA.
Sold out of its positions in RILY, BNTX, DUK, EPD, FUMB, SUB, JXI, KXI, HEZU, JD. PBA, RIO, RWR, SPTL, SO, SUN, VALE, BBH.
Global Financial Private Client was a net buyer of stock by $6.2M.
Global Financial Private Client has $233M in assets under management (AUM), dropping by 8.85%.
Central Index Key (CIK): 0002023568

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Portfolio Holdings for Global Financial Private Client

Global Financial Private Client holds 714 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Global Financial Private Client has 714 total positions. Only the first 250 positions are shown.

Sign up to view all of the Global Financial Private Client March 31, 2024 positions
Download the Global Financial Private Client March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	5.2	$12M		71k	170.03	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	4.8	$11M	+3%	21k	522.17	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	4.1	$9.5M		15.00	634030.00	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	3.4	$7.9M	-3%	98k	80.14	View chart
Vanguard S&p 500 Etf Etf (VOO)	3.0	$7.0M	+4%	15k	480.07	View chart
Microsoft Corp Stock (MSFT)	2.7	$6.4M		15k	424.57	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.8	$4.2M		23k	181.53	View chart
Vanguard Growth Etf Etf (VUG)	1.6	$3.6M		11k	344.29	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	1.5	$3.5M	+5%	42k	84.23	View chart
Chevron Corp Stock (CVX)	1.4	$3.4M	+4%	21k	159.08	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.3	$3.0M	+5%	18k	168.37	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.2	$2.8M	-2%	57k	49.79	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.2	$2.8M	-6%	5.4k	524.88	View chart
Merck & Co Stock (MRK)	1.1	$2.7M	+4%	20k	130.99	View chart
Exxon Mobil Corp Stock (XOM)	1.0	$2.4M		21k	116.99	View chart
Spdr Ssga U.s. Sector Rotation Etf Etf (XLSR)	1.0	$2.4M	+15%	47k	49.73	View chart
Mcdonalds Corp Stock (MCD)	1.0	$2.2M		8.0k	280.24	View chart
Schwab International Equity Etf Etf (SCHF)	0.9	$2.1M	-2%	55k	38.86	View chart
Procter And Gamble Stock (PG)	0.9	$2.1M	+2%	13k	160.59	View chart
Paccar Stock (PCAR)	0.9	$2.1M	-8%	17k	123.10	View chart
Pepsico Stock (PEP)	0.9	$2.0M		12k	172.99	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.9	$2.0M	+3%	6.3k	315.72	View chart
Oracle Corp Stock (ORCL)	0.8	$1.9M		15k	125.48	View chart
Nucor Corp Stock (NUE)	0.8	$1.9M	-7%	9.3k	200.00	View chart
Aflac Stock (AFL)	0.7	$1.7M		20k	85.19	View chart
Home Depot Stock (HD)	0.7	$1.7M		4.6k	368.03	View chart
Visa Inc Com Cl A Stock (V)	0.7	$1.7M		6.1k	278.31	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.7	$1.7M	-6%	12k	141.50	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$1.7M	+6%	3.4k	491.35	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.7	$1.6M		46k	35.68	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.7	$1.6M	+12%	10k	155.92	View chart
Nvidia Corporation Stock (NVDA)	0.7	$1.6M	-10%	1.7k	903.63	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.7	$1.5M		11k	135.55	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$1.5M	+22%	31k	49.97	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.7	$1.5M	+9%	9.3k	163.87	View chart
Bank America Corp Stock (BAC)	0.6	$1.5M		40k	37.52	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.6	$1.5M	+7%	40k	36.30	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.6	$1.5M	+4%	19k	75.29	View chart
Zions Bancorporation N A Stock (ZION)	0.6	$1.5M		34k	42.98	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.6	$1.4M		6.3k	227.94	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$1.4M		3.2k	444.99	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$1.4M	+10%	7.2k	198.94	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.6	$1.4M	+30%	29k	48.88	View chart
Qualcomm Stock (QCOM)	0.6	$1.4M	+3%	8.3k	171.73	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.6	$1.4M		24k	58.09	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.6	$1.4M	+43%	15k	91.42	View chart
Cisco Sys Stock (CSCO)	0.6	$1.4M	+8%	27k	50.04	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.6	$1.3M	-24%	10k	130.90	View chart
International Business Machs Stock (IBM)	0.6	$1.3M	+33%	6.9k	189.84	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.6	$1.3M		3.9k	339.18	View chart
Johnson & Johnson Stock (JNJ)	0.6	$1.3M		8.2k	157.79	View chart
Price T Rowe Group Stock (TROW)	0.6	$1.3M		11k	120.31	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.5	$1.3M	+4%	31k	41.94	View chart
Eli Lilly & Co Stock (LLY)	0.5	$1.3M	+14%	1.7k	760.82	View chart
Amazon Stock (AMZN)	0.5	$1.3M	-4%	6.9k	180.99	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.5	$1.1M		15k	76.31	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.5	$1.1M		5.3k	208.32	View chart
Spdr S&p Semiconductor Etf Etf (XSD)	0.5	$1.1M	+4%	4.7k	233.86	View chart
Seacoast Bkg Corp Fla Stock (SBCF)	0.5	$1.1M		44k	24.76	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.5	$1.1M	+2%	25k	42.28	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.5	$1.1M	+576%	13k	85.02	View chart
Vanguard Value Etf Etf (VTV)	0.5	$1.1M	+2%	6.5k	162.22	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.4	$1.0M	+22%	13k	79.66	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$994k		6.3k	156.50	View chart
Kroger Stock (KR)	0.4	$975k		17k	56.99	View chart
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)	0.4	$965k	+123%	55k	17.59	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.4	$953k	+44%	12k	79.59	View chart
Fortinet Stock (FTNT)	0.4	$926k	-15%	14k	67.82	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.4	$917k	+6%	5.0k	183.11	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.4	$915k	+25%	9.9k	92.55	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$914k		5.9k	155.49	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.4	$908k		36k	25.35	View chart
Lam Research Corp Stock (LRCX)	0.4	$905k	-12%	922.00	981.79	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.4	$904k	-3%	21k	42.61	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.4	$887k		18k	50.34	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.4	$876k		21k	41.89	View chart
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)	0.4	$858k	-2%	41k	20.97	View chart
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM)	0.4	$851k		33k	25.91	View chart
Eog Res Stock (EOG)	0.4	$827k	-18%	6.4k	129.76	View chart
Builders Firstsource Stock (BLDR)	0.4	$816k	+4%	4.0k	205.41	View chart
Hci Group Stock (HCI)	0.3	$801k		7.0k	115.18	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.3	$793k	NEW	8.5k	93.85	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.3	$792k	+516%	9.1k	86.66	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.3	$784k	+6%	17k	45.20	View chart
Vanguard Industrials Etf Etf (VIS)	0.3	$782k	+8%	3.2k	242.07	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.3	$777k	+2%	5.3k	146.47	View chart
Spdr S&p Homebuilders Etf Etf (XHB)	0.3	$768k	+4%	7.0k	110.14	View chart
Ishares Core Moderate Allocation Etf Etf (AOM)	0.3	$764k	+2%	18k	42.58	View chart
Colgate Palmolive Stock (CL)	0.3	$762k		8.6k	89.06	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.3	$722k		5.8k	124.99	View chart
Automatic Data Processing Stock (ADP)	0.3	$720k	-41%	2.9k	245.32	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.3	$700k	+6%	8.5k	82.29	View chart
Synopsys Stock (SNPS)	0.3	$697k	-2%	1.2k	577.05	View chart
Texas Instrs Stock (TXN)	0.3	$694k	-3%	4.0k	173.17	View chart
Phillips 66 Stock (PSX)	0.3	$679k	+321%	4.2k	163.35	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.3	$671k	-3%	1.7k	395.33	View chart
Disney Walt Stock (DIS)	0.3	$669k		5.5k	121.53	View chart
Palo Alto Networks Stock (PANW)	0.3	$659k	+20%	2.4k	279.42	View chart
Ishares Core Msci Pacific Etf Etf (IPAC)	0.3	$632k	+5%	10k	62.78	View chart
Nxp Semiconductors N V Stock (NXPI)	0.3	$616k	+9%	2.5k	246.28	View chart
Spdr Ssga Fixed Income Sector Rotation Etf Etf (FISR)	0.3	$609k	+34%	24k	25.37	View chart
Ishares U.s. Healthcare Providers Etf Etf (IHF)	0.3	$602k	+440%	11k	54.21	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.3	$584k	+33%	11k	55.22	View chart
Jacobs Solutions Stock (J)	0.2	$581k	+4%	3.8k	151.23	View chart
Leidos Holdings Stock (LDOS)	0.2	$575k	+49%	4.4k	130.42	View chart
Spdr Gold Shares Etf (GLD)	0.2	$574k	+2%	2.8k	207.82	View chart
Proshares Ultra Qqq Etf (QLD)	0.2	$565k		6.4k	87.89	View chart
Raymond James Finl Stock (RJF)	0.2	$550k		4.3k	128.52	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$550k		1.3k	420.20	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.2	$544k	+4%	5.9k	92.67	View chart
Eastman Chem Stock (EMN)	0.2	$540k	+53770%	5.4k	100.30	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.2	$525k		9.9k	53.02	View chart
Northrop Grumman Corp Stock (NOC)	0.2	$521k	+9%	1.1k	471.35	View chart
Vaneck Oil Services Etf Etf (OIH)	0.2	$510k	NEW	1.5k	338.02	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.2	$509k		25k	20.43	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.2	$507k		26k	19.19	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.2	$506k	-28%	7.1k	70.89	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.2	$506k	+788%	5.4k	94.22	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.2	$504k	-3%	3.9k	130.64	View chart
Vaneck Long Muni Etf Etf (MLN)	0.2	$498k		28k	17.87	View chart
Chubb Stock (CB)	0.2	$484k	+2%	1.9k	257.41	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.2	$466k		25k	18.36	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.2	$465k	+27%	10k	45.14	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.2	$465k	-6%	6.2k	74.64	View chart
Boeing Stock (BA)	0.2	$463k	-33%	2.4k	189.57	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.2	$461k	-11%	2.2k	208.85	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.2	$460k	+7%	9.8k	47.17	View chart
Abbvie Stock (ABBV)	0.2	$457k		2.5k	180.79	View chart
Amgen Stock (AMGN)	0.2	$450k	+10%	1.6k	283.04	View chart
Walmart Stock (WMT)	0.2	$440k	+200%	7.3k	60.00	View chart
Intel Corp Stock (INTC)	0.2	$431k		9.7k	44.52	View chart
Spdr S&p Capital Markets Etf Etf (KCE)	0.2	$431k	NEW	3.9k	109.63	View chart
Coca Cola Stock (KO)	0.2	$427k		7.0k	60.68	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$423k		5.3k	79.52	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$411k	+177%	7.3k	56.13	View chart
Textron Stock (TXT)	0.2	$406k	+13%	4.3k	95.33	View chart
Spdr S&p International Small Cap Etf Etf (GWX)	0.2	$401k		12k	32.39	View chart
Unitedhealth Group Stock (UNH)	0.2	$388k		792.00	489.70	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$386k		1.7k	226.63	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.2	$380k	-7%	4.0k	95.11	View chart
Royal Caribbean Group Stock (RCL)	0.2	$362k		2.6k	140.56	View chart
Akamai Technologies Stock (AKAM)	0.1	$348k	+2%	3.2k	109.33	View chart
Ge Aerospace Stock (GE)	0.1	$343k	+3%	2.0k	175.36	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$343k		8.1k	42.16	View chart
Union Pac Corp Stock (UNP)	0.1	$342k		1.4k	243.30	View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	0.1	$341k		9.6k	35.37	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$336k	-3%	742.00	453.07	View chart
Aar Corp Stock (AIR)	0.1	$331k	-23%	5.6k	58.90	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$328k	-22%	1.0k	319.59	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$322k		2.7k	120.53	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$315k		658.00	478.40	View chart
Goldman Sachs Group Stock (GS)	0.1	$309k		747.00	413.51	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$298k	-12%	3.2k	91.57	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$296k	+11%	4.0k	73.27	View chart
First Solar Stock (FSLR)	0.1	$293k	+8%	1.7k	171.87	View chart
Vanguard Communication Services Etf Etf (VOX)	0.1	$290k		2.2k	131.85	View chart
Healthcare Rlty Tr Cl A Reit (HR)	0.1	$279k	-34%	20k	14.11	View chart
Tjx Cos Stock (TJX)	0.1	$275k		2.8k	99.70	View chart
Tesla Stock (TSLA)	0.1	$268k		1.5k	175.22	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$268k		1.3k	212.91	View chart
Invesco Nasdaq Internet Etf Etf (PNQI)	0.1	$267k	-8%	6.7k	39.94	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.1	$265k	-57%	5.3k	49.78	View chart
American Express Stock (AXP)	0.1	$258k		1.1k	227.61	View chart
Caterpillar Stock (CAT)	0.1	$255k		701.00	363.74	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$255k	+22373%	5.2k	49.29	View chart
Ford Mtr Co Del Stock (F)	0.1	$255k		19k	13.29	View chart
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB)	0.1	$253k		9.9k	25.50	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.1	$250k		5.0k	49.71	View chart
Cvs Health Corp Stock (CVS)	0.1	$241k		3.0k	79.56	View chart
Pfizer Stock (PFE)	0.1	$238k		8.6k	27.72	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.1	$231k		9.1k	25.29	View chart
Danaher Corporation Stock (DHR)	0.1	$227k	-2%	914.00	247.79	View chart
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN)	0.1	$225k		8.5k	26.39	View chart
Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB)	0.1	$223k	NEW	9.8k	22.79	View chart
Shopify Inc Cl A Stock (SHOP)	0.1	$212k		2.7k	78.19	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$209k		830.00	251.33	View chart
Abbott Labs Stock (ABT)	0.1	$209k		1.9k	112.14	View chart
On Semiconductor Corp Stock (ON)	0.1	$208k	+9%	2.8k	73.85	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$201k	+1007%	3.3k	60.37	View chart
At&t Stock (T)	0.1	$200k		11k	17.50	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$194k	-8%	3.6k	54.05	View chart
Travelers Companies Stock (TRV)	0.1	$190k	+4%	834.00	228.16	View chart
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)	0.1	$185k	NEW	4.2k	44.40	View chart
Service Corp Intl Stock (SCI)	0.1	$183k		2.5k	73.35	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$172k		1.5k	115.02	View chart
Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND)	0.1	$165k		8.1k	20.32	View chart
Prudential Finl Stock (PRU)	0.1	$164k		1.4k	116.29	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$161k	+127%	1.9k	84.57	View chart
Honeywell Intl Stock (HON)	0.1	$161k		797.00	202.01	View chart
Deere & Co Stock (DE)	0.1	$161k		398.00	404.14	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$159k	+11%	7.0k	22.86	View chart
Starbucks Corp Stock (SBUX)	0.1	$157k	+4%	1.7k	91.55	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$157k	+5%	981.00	159.94	View chart
D R Horton Stock (DHI)	0.1	$156k		963.00	161.88	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$155k		1.4k	109.39	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$152k		1.5k	101.53	View chart
Costco Whsl Corp Stock (COST)	0.1	$152k		211.00	721.24	View chart
Blackstone Stock (BX)	0.1	$150k		1.1k	131.03	View chart
Linde Stock (LIN)	0.1	$148k		319.00	463.40	View chart
Nextera Energy Stock (NEE)	0.1	$148k	+44%	2.3k	63.38	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$146k	+18%	1.4k	103.40	View chart
Darden Restaurants Stock (DRI)	0.1	$146k	-27%	870.00	167.24	View chart
Uipath Inc Cl A Stock (PATH)	0.1	$144k	+9%	6.5k	22.19	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.1	$144k	+167%	4.4k	32.44	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$140k	-15%	539.00	259.70	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$137k	+8%	2.0k	69.76	View chart
The Cigna Group Stock (CI)	0.1	$134k		369.00	364.08	View chart
Jabil Stock (JBL)	0.1	$134k	+9%	987.00	135.61	View chart
General Mls Stock (GIS)	0.1	$132k		1.9k	70.13	View chart
Adobe Stock (ADBE)	0.1	$131k	+9%	261.00	502.09	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$130k		2.5k	52.99	View chart
General Mtrs Stock (GM)	0.1	$125k	+4%	2.8k	45.40	View chart
Inventrust Pptys Corp Reit (IVT)	0.1	$125k		5.0k	24.93	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.1	$124k		3.0k	41.83	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.1	$123k		1.2k	100.31	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$123k	NEW	660.00	185.67	View chart
T-mobile Us Stock (TMUS)	0.1	$117k		718.00	162.67	View chart
Wells Fargo Stock (WFC)	0.1	$116k		2.0k	57.61	View chart
Global X Autonomous & Electric Vehicles Etf Etf (DRIV)	0.0	$112k	+9%	4.5k	24.73	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$111k	-11%	610.00	182.52	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$110k	+7%	2.5k	44.94	View chart
Blackrock Short Maturity Municipal Bond Etf Etf (MEAR)	0.0	$110k		2.2k	49.97	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.0	$109k		1.8k	60.61	View chart
Motorola Solutions Stock (MSI)	0.0	$109k		308.00	353.59	View chart
Cadence Design System Stock (CDNS)	0.0	$108k		346.00	312.13	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$106k		868.00	122.31	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$106k	-10%	1.1k	100.68	View chart
Southwest Airls Stock (LUV)	0.0	$105k		3.6k	29.19	View chart
Cdw Corp Stock (CDW)	0.0	$105k		416.00	253.06	View chart
Albemarle Corp Stock (ALB)	0.0	$105k	+8%	813.00	129.18	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$105k		423.00	248.24	View chart
Lowes Cos Stock (LOW)	0.0	$105k		421.00	249.28	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$103k	-7%	446.00	230.39	View chart
Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	0.0	$103k	-82%	5.6k	18.45	View chart
Best Buy Stock (BBY)	0.0	$101k	-3%	1.2k	81.64	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$100k		396.00	252.00	View chart
Sanofi Adr (SNY)	0.0	$98k		2.0k	48.29	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$98k	-27%	661.00	147.62	View chart
Ishares Core Aggressive Allocation Etf Etf (AOA)	0.0	$97k		1.3k	73.19	View chart
Humana Stock (HUM)	0.0	$96k		273.00	351.45	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$95k	+2%	1.9k	49.24	View chart
Spdr Bloomberg Emerging Markets Usd Bond Etf Etf (EMHC)	0.0	$95k	NEW	4.0k	23.95	View chart
Sofi Technologies Stock (SOFI)	0.0	$93k	+8%	13k	7.22	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$93k	-17%	720.00	128.80	View chart
American Airls Group Stock (AAL)	0.0	$93k		6.0k	15.41	View chart
Capital One Finl Corp Stock (COF)	0.0	$92k		631.00	145.30	View chart
Hartford Finl Svcs Group Stock (HIG)	0.0	$92k		894.00	102.55	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$91k		158.00	577.45	View chart
Discover Finl Svcs Stock (DFS)	0.0	$91k		700.00	129.38	View chart
Morgan Stanley Stock (MS)	0.0	$90k		964.00	93.53	View chart

Past Filings by Global Financial Private Client

SEC 13F filings are viewable for Global Financial Private Client going back to 2020

Global Financial Private Client 2020 Q2 filed May 16, 2024
Global Financial Private Client 2020 Q3 filed May 16, 2024
Global Financial Private Client 2020 Q4 filed May 16, 2024
Global Financial Private Client 2021 Q1 filed May 16, 2024
Global Financial Private Client 2021 Q2 filed May 16, 2024
Global Financial Private Client 2021 Q3 filed May 16, 2024
Global Financial Private Client 2021 Q4 filed May 16, 2024
Global Financial Private Client 2022 Q1 filed May 16, 2024
Global Financial Private Client 2022 Q2 filed May 16, 2024
Global Financial Private Client 2022 Q3 filed May 16, 2024
Global Financial Private Client 2022 Q4 filed May 16, 2024
Global Financial Private Client 2023 Q1 filed May 16, 2024
Global Financial Private Client 2023 Q2 filed May 16, 2024
Global Financial Private Client 2023 Q3 filed May 16, 2024
Global Financial Private Client 2023 Q4 filed May 16, 2024
Global Financial Private Client 2024 Q1 filed May 16, 2024

View all past filings

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