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
APHAMPHENOL CORP NEW CL A
$28K
ELVELEVANCE HEALTH INC COM
$27K
WSOWATSCO INC COM
$27K
ADSKAUTODESK INC COM
$27K
AZOAUTOZONE INC COM
$27K
XELXCEL ENERGY INC COM
$26K
DEWWISDOMTREE GLOBAL HIGH DIVIDEND FUND
$26K
ISRGINTUITIVE SURGICAL INC COM NEW
$26K
JOBYJOBY AVIATION INC COMMON STOCK
$26K
OKEONEOK INC NEW COM
$26K
PXFINVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
$26K
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF
$26K
KEYKEYCORP COM
$25K
HYBLSPDR BLACKSTONE HIGH INCOME ETF
$25K
FCXFREEPORT-MCMORAN INC CL B
$25K
SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF
$25K
ALSALLSTATE CORP COM
$25K
HOGHARLEY DAVIDSON INC COM
$24K
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$24K
ALCALCON AG ORD SHS
$24K
CNRCANADIAN NATL RY CO COM
$24K
KHCKRAFT HEINZ CO COM
$24K
VOTVANGUARD MID-CAP GROWTH ETF
$24K
XHRXENIA HOTELS & RESORTS INC COM
$24K
NGGNATIONAL GRID PLC SPONSORED ADR NE
$24K
USXFISHARES ESG ADVANCED MSCI USA ETF
$24K
T7DTRANSDIGM GROUP INC COM
$24K
MNANYLI MERGER ARBITRAGE ETF
$23K
MHLAMAIDEN HOLDINGS LTD SHS
$23K
LIILENNOX INTL INC COM
$22K
AMHAMERICAN HOMES 4 RENT CL A
$22K
PBPROSPERITY BANCSHARES INC COM
$22K
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW
$22K
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
$22K
PRFZINVESCO RAFI US 1500 SMALL-MID ETF
$22K
HQYHEALTHEQUITY INC COM
$22K
HBANHUNTINGTON BANCSHARES INC COM
$21K
TDYTELEDYNE TECHNOLOGIES INC COM
$21K
SPGSIMON PPTY GROUP INC NEW COM
$21K
IYJISHARES U.S. INDUSTRIALS ETF
$21K
MPCMARATHON PETE CORP COM
$21K
TRPTC ENERGY CORP COM
$20K
FICOFAIR ISAAC CORP COM
$20K
CARRCARRIER GLOBAL CORPORATION COM
$20K
FISFIDELITY NATL INFORMATION SVCS COM
$20K
SCHHSCHWAB U.S. REIT ETF
$20K
EHCENCOMPASS HEALTH CORP COM
$20K
AGCOAGCO CORP COM
$20K
COOCOOPER COS INC COM
$20K
TFCTRUIST FINL CORP COM
$20K
TSCOTRACTOR SUPPLY CO COM
$20K
VMIVALMONT INDS INC COM
$19K
HBC2HSBC HLDGS PLC SPON ADR NEW
$19K
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$19K
DGDOLLAR GEN CORP NEW COM
$19K
SYKSTRYKER CORPORATION COM
$19K
RFREGIONS FINANCIAL CORP NEW COM
$19K
KEYSKEYSIGHT TECHNOLOGIES INC COM
$19K
TTTRANE TECHNOLOGIES PLC SHS
$19K
BRBROADRIDGE FINL SOLUTIONS INC COM
$19K
SCHASCHWAB U.S. SMALL-CAP ETF
$19K
HEIHEICO CORP NEW CL A
$19K
BKNGBOOKING HOLDINGS INC COM
$18K
DSIISHARES ESG MSCI KLD 400 ETF
$18K
ZMZOOM COMMUNICATIONS INC CL A
$18K
XYZBLOCK INC CL A
$18K
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
$18K
XLUUTILITIES SELECT SECTOR SPDR FUND
$18K
GDGENERAL DYNAMICS CORP COM
$18K
OREALTY INCOME CORP COM
$18K
NEMNEWMONT CORP COM
$18K
WSTWEST PHARMACEUTICAL SVSC INC COM
$18K
PNRPENTAIR PLC SHS
$17K
ADBEADOBE INC COM
$17K
ACLSAXCELIS TECHNOLOGIES INC COM NEW
$17K
ORLYOREILLY AUTOMOTIVE INC COM
$17K
GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
$17K
PSAPUBLIC STORAGE OPER CO COM
$17K
CPCANADIAN PACIFIC KANSAS CITY COM
$17K
HEIHEICO CORP NEW COM
$17K
CWSTCASELLA WASTE SYS INC CL A
$17K
MEDPMEDPACE HLDGS INC COM
$16K
APOAPOLLO GLOBAL MGMT INC COM
$16K
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
$16K
MGKVANGUARD MEGA CAP GROWTH ETF
$16K
LPLALPL FINL HLDGS INC COM
$16K
EIXEDISON INTL COM
$16K
GPNGLOBAL PMTS INC COM
$16K
WRBBERKLEY W R CORP COM
$16K
DPZDOMINOS PIZZA INC COM
$16K
IOOISHARES GLOBAL 100 ETF
$16K
KVUEKENVUE INC COM
$15K
HUBSHUBSPOT INC COM
$15K
CAGCONAGRA BRANDS INC COM
$15K
HDBHDFC BANK LTD SPONSORED ADS
$15K
AZNASTRAZENECA PLC SPONSORED ADR
$15K
JKHYHENRY JACK & ASSOC INC COM
$15K
BGBUNGE GLOBAL SA COM SHS
$15K
MCOMOODYS CORP COM
$15K
TRITHOMSON REUTERS CORP COM
$15K
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