GF

Global Financial Private Client, LLC

13F
Global Financial Private Client, LLC
Last update 2025-07-10 221 Stocks (10 new)
Value $267.00 Mil Turnover 8 %
Countries:
Top Holdings: AAPL(5.06%)SPY(4.52%)BRK.A(4.10%)VOO(3.18%)MSFT(2.90%)
Summary Stock Picks Current Portfolio
Global Financial Private Clien... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
65,783
13,496.8
-0.19%
5.060
-0.01%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
SPY
SPDR S&P 500 ETF Trust
19,495
12,045.2
+0.87%
4.520
+0.04%
0.000
+18.80%
+8.86%
654,366.5
 
BRK.A
Berkshire Hathaway Inc
15
10,932.0
0%
4.100
0%
0.000
-8.33%
+6.20%
1,040,746.7
Insurance
VOO
Vanguard S&P 500 ETF
14,926
8,478.7
-0.74%
3.180
-0.02%
0.000
+18.45%
+8.18%
663,622.4
 
MSFT
Microsoft Corp
15,561
7,740.2
-0.01%
2.900
0%
0.000
+35.37%
+20.48%
3,759,901.0
Software
SCHD
Schwab US Dividend Equity ETF
290,349
7,694.3
+0.20%
2.890
+0.01%
0.010
+7.71%
+0.22%
71,498.8
 
VIG
Vanguard Dividend Appreciation FTF
23,092
4,726.2
+1.11%
1.770
+0.02%
0.010
+12.58%
+7.35%
90,302.9
 
VUG
Vanguard Growth ETF
9,380
4,112.0
+0.01%
1.540
0%
0.000
+24.95%
+9.74%
165,393.5
 
JPM
JPMorgan Chase & Co
13,182
3,821.7
+19.00%
1.430
+0.23%
0.000
+23.79%
+25.81%
815,993.3
Banks
NVDA
NVIDIA Corp
24,142
3,814.2
+12.37%
1.430
+0.16%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors

Global Financial Private Client, LLC's Historical Top Holdings Breakdowns

Global Financial Private Client, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PEP
PepsiCo Inc
2025-06-30
Reduce
Reduce
-0.57%
●
128.02 ($134.95) 151.37
$145.66
7.94%
Reduce -82.82%
2,075
-10,006
TLT
iShares 20+ Year Treasury Bond ETF
2025-06-30
Sold Out
Sold Out
-0.51%
●
83.97 ($87.25) 92.85
$86.03
-1.40%
Sold Out
0
-14,716
DIS
The Walt Disney Co
2025-06-30
Reduce
Reduce
-0.46%
●
81.72 ($103.82) 124.01
$122.94
18.42%
Reduce -65.61%
6,343
-12,099
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
Sold Out
Sold Out
-0.39%
●
90.56 ($103.39) 109.49
$114.15
10.41%
Sold Out
0
-9,735
PCAR
PACCAR Inc
2025-06-30
Sold Out
Sold Out
-0.36%
●
86.4 ($92.46) 99.09
$101.11
9.36%
Sold Out
0
-9,618
D
Dominion Energy Inc
2025-06-30
Sold Out
Sold Out
-0.35%
●
49.66 ($54.81) 58
$58.29
6.35%
Sold Out
0
-16,441
PFXF
VanEck Preferred Securities ex Financials ETF
VanEck Preferred Securities ex Financials ETF
2025-06-30
Sold Out
Sold Out
-0.34%
●
15.52 ($16.6) 17.13
$17.53
5.60%
Sold Out
0
-52,591
IJK
iShares S&P Mid-Cap 400 Growth ETF
2025-06-30
Sold Out
Sold Out
-0.32%
●
73.7 ($85.59) 90.98
$93.92
9.73%
Sold Out
0
-10,193
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-06-30
Reduce
Reduce
-0.30%
●
32.66 ($38.31) 40.75
$41.58
8.54%
Reduce -28.55%
53,674
-21,449
MLN
VanEck Long Muni ETF
2025-06-30
Sold Out
Sold Out
-0.30%
●
16.49 ($16.93) 17.52
$16.57
-2.13%
Sold Out
0
-44,776

Global Financial Private Client, LLC Total Holding History ($B)

To

Global Financial Private Client, LLC's Asset Allocation

To

Global Financial Private Client, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Global Financial Private Client, LLC's Hypothetical Growth since 2025-06-30

Global Financial Private Client, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Global Financial Private Client, LLC's Holdings Heat Map

Size field:

Global Financial Private Client, LLC's Holdings Bubble Chart

Global Financial Private Client, LLC News

  • 1

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