GF

Global Financial Private Client, LLC

13F
Global Financial Private Client, LLC
Last update 2025-01-14 1661 Stocks (879 new)
Value $267.00 Mil Turnover 9 %
Countries:
Top Holdings: AAPL(6.74%)SPY(4.50%)BRK.A(3.83%)SCHD(2.97%)VOO(2.81%)
Summary Stock Picks Current Portfolio
Global Financial Private Clien... Top Holdings of 2024-12-31 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
71,734
17,963.7
+0.16%
6.740
+0.01%
0.000
-0.83%
-8.16%
3,458,410.3
Hardware
SPY 		SPDR S&P 500 ETF Trust
20,490
12,009.2
-1.04%
4.500
-0.05%
0.000
+2.96%
+1.96%
631,512.8
 
BRK.A 		Berkshire Hathaway Inc
15
10,213.8
0%
3.830
0%
0.000
+0.73%
+3.21%
1,009,553.9
Insurance
SCHD 		Schwab US Dividend Equity ETF
290,319
7,931.5
+198.94%
2.970
+1.98%
0.010
-1.94%
+2.45%
67,692.4
 
VOO 		Vanguard S&P 500 ETF
13,883
7,480.5
+4.35%
2.810
+0.12%
0.000
+2.97%
+1.98%
554,303.7
 
MSFT 		Microsoft Corp
15,785
6,653.4
-0.74%
2.490
-0.02%
0.000
+3.16%
+1.79%
3,189,786.9
Software
VIG 		Vanguard Dividend Appreciation FTF
22,777
4,460.6
+0.54%
1.670
+0.01%
0.010
-0.53%
+1.70%
87,590.8
 
VUG 		Vanguard Growth ETF
9,508
3,902.7
-8.26%
1.460
-0.13%
0.000
+6.86%
+1.33%
144,991.9
 
VTWO 		Vanguard Russell 2000 Index Fund
37,275
3,329.8
+1.85%
1.250
+0.02%
0.030
+0.03%
+2.04%
11,989.4
 
IVV 		iShares Core S&P 500 ETF
5,324
3,134.1
-2.22%
1.180
-0.03%
0.000
+2.92%
+1.97%
597,435.3
 

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
BNDX 		Vanguard Total International Bond ETF2023-09-30Reduce
-4.33%
●
47.76 ($48.41) 48.9
$48.90
1.01%
Reduce -84.34%
13,439
-72,378
BNDX 		Vanguard Total International Bond ETF2023-06-30Reduce
-4.26%
●
48.28 ($48.74) 49.09
$48.90
0.33%
Reduce -82.98%
14,604
-71,213
BNDX 		Vanguard Total International Bond ETF2023-03-31Reduce
-4.22%
●
47.52 ($48.44) 49.23
$48.90
0.95%
Reduce -82.2%
15,276
-70,541
SCHD 		Schwab US Dividend Equity ETF2023-03-31Add
+4.04%
●
70.28 ($75) 78.03
$27.99
-62.68%
Add 204.47%
158,292
106,303
BNDX 		Vanguard Total International Bond ETF2023-12-31Reduce
-3.79%
●
47.38 ($48.69) 50.85
$48.90
0.43%
Reduce -73.8%
22,485
-63,332
BSV 		Vanguard Short-Term Bond ETF2023-09-30Reduce
-3.52%
●
74.97 ($75.38) 75.93
$77.32
2.57%
Reduce -76.72%
12,238
-40,333
VTV 		Vanguard Value ETF2023-09-30Sold Out
-3.40%
●
137.93 ($143.28) 147.18
$174.68
21.92%
Sold Out
0
-37,462
VTV 		Vanguard Value ETF2023-03-31Sold Out
-3.40%
●
132.13 ($140.32) 144.96
$174.68
24.49%
Sold Out
0
-37,462
VTV 		Vanguard Value ETF2023-06-30Sold Out
-3.40%
●
134.74 ($138.88) 142.42
$174.68
25.78%
Sold Out
0
-37,462
BNDX 		Vanguard Total International Bond ETF2024-03-31Reduce
-3.38%
●
48.47 ($48.86) 49.33
$48.90
0.08%
Reduce -65.84%
29,311
-56,506

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 2024-12-31

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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