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
CDWCDW CORP COM
$69K
FAIFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
$68K
SYYSYSCO CORP COM
$68K
MAAMID-AMER APT CMNTYS INC COM
$68K
APDAIR PRODS & CHEMS INC COM
$66K
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$66K
NVSNNOVARTIS AG SPONSORED ADR
$65K
WATWATERS CORP COM
$65K
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF
$64K
ULUNILEVER PLC SPON ADR NEW
$64K
KLACKLA CORP COM NEW
$64K
KOMPSPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
$64K
TRVCCITIGROUP INC COM NEW
$62K
IWBISHARES RUSSELL 1000 ETF
$62K
BINCISHARES FLEXIBLE INCOME ACTIVE ETF
$59K
COPCONOCOPHILLIPS COM
$59K
AXONAXON ENTERPRISE INC COM
$59K
XBISPDR S&P BIOTECH ETF
$58K
VLTOVERALTO CORP COM SHS
$58K
PKGPACKAGING CORP AMER COM
$57K
PPGPPG INDS INC COM
$56K
ICEINTERCONTINENTAL EXCHANGE INC COM
$55K
ACNACCENTURE PLC IRELAND SHS CLASS A
$54K
DTDYNATRACE INC COM NEW
$52K
SYFSYNCHRONY FINANCIAL COM
$52K
SHELSHELL PLC SPON ADS
$51K
RSGREPUBLIC SVCS INC COM
$50K
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF
$50K
KKRKKR & CO INC COM
$50K
SONYSONY GROUP CORP SPONSORED ADR
$50K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$49K
NKENIKE INC CL B
$48K
NOWSERVICENOW INC COM
$48K
MYMGSPDR SSGA MY2027 MUNICIPAL BOND ETF
$47K
MRVLMARVELL TECHNOLOGY INC COM
$46K
CMSCMS ENERGY CORP COM
$46K
VDEVANGUARD ENERGY ETF
$46K
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
$45K
OPYOPPENHEIMER HLDGS INC CL A NON VTG
$45K
PG4PRINCIPAL FINANCIAL GROUP INC COM
$45K
FLRNSPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
$44K
IWDISHARES RUSSELL 1000 VALUE ETF
$44K
RPGINVESCO S&P 500 PURE GROWTH ETF
$44K
CMGCHIPOTLE MEXICAN GRILL INC COM
$44K
MUMICRON TECHNOLOGY INC COM
$43K
JBHTHUNT J B TRANS SVCS INC COM
$43K
NETCLOUDFLARE INC CL A COM
$43K
SPTLSPDR PORTFOLIO LONG TERM TREASURY ETF
$43K
AWMSKYWORKS SOLUTIONS INC COM
$43K
MPWRMONOLITHIC PWR SYS INC COM
$42K
AMDADVANCED MICRO DEVICES INC COM
$42K
MRSHMARSH & MCLENNAN COS INC COM
$42K
BFAMBRIGHT HORIZONS FAM SOL IN DEL COM
$42K
MBNDSPDR NUVEEN MUNICIPAL BOND ETF
$41K
USBUS BANCORP DEL COM NEW
$41K
PFFISHARES PREFERRED & INCOME SECURITIES ETF
$40K
IYMISHARES U.S. BASIC MATERIALS ETF
$40K
CLXCLOROX CO DEL COM
$40K
ADMARCHER DANIELS MIDLAND CO COM
$39K
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$39K
ENBENBRIDGE INC COM
$39K
MIND1EURMIND TECHNOLOGY INC COM NEW
$39K
ARESARES MANAGEMENT CORPORATION CL A COM STK
$39K
EMREMERSON ELEC CO COM
$39K
REGNREGENERON PHARMACEUTICALS COM
$39K
WCNWASTE CONNECTIONS INC COM
$39K
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
$39K
DLTRDOLLAR TREE INC COM
$38K
VRSKVERISK ANALYTICS INC COM
$38K
BCCBOISE CASCADE CO DEL COM
$37K
HLIHOULIHAN LOKEY INC CL A
$37K
DUKDUKE ENERGY CORP NEW COM NEW
$37K
GPCGENUINE PARTS CO COM
$36K
BSXBOSTON SCIENTIFIC CORP COM
$36K
VBRVANGUARD SMALL CAP VALUE ETF
$35K
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$35K
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$34K
CBCHUBB LIMITED COM
$33K
XBXMXNUVEEN S&P 500 BUY-WRITE INCOM COM
$33K
PRFINVESCO RAFI US 1000 ETF
$33K
TSNTYSON FOODS INC CL A
$32K
SJMSMUCKER J M CO COM NEW
$32K
ADIANALOG DEVICES INC COM
$32K
XTNSPDR S&P TRANSPORTATION ETF
$31K
IRINGERSOLL RAND INC COM
$31K
LHXL3HARRIS TECHNOLOGIES INC COM
$31K
CBZCBIZ INC COM
$31K
ITMVANECK INTERMEDIATE MUNI ETF
$31K
NXPINXP SEMICONDUCTORS N V COM
$31K
MOALTRIA GROUP INC COM
$30K
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
$30K
PTLCPACER TRENDPILOT US LARGE CAP ETF
$30K
CASYCASEYS GEN STORES INC COM
$30K
SOSOUTHERN CO COM
$29K
BMTABRITISH AMERN TOB PLC SPONSORED ADR
$29K
SCHBSCHWAB U.S. BROAD MARKET ETF
$29K
NUENUCOR CORP COM
$29K
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$28K
ETNEATON CORP PLC SHS
$28K
LCTUBLACKROCK U.S. CARBON TRANSITION READINESS ETF
$28K
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