GLOBAL FINANCIAL PRIVATE CLIENT, LLC Top 13F Holdings

Global Financial Private Client is based out of Sarasota. Global Financial Private Client is a large advisory firm with 140 clients and discretionary assets under management (AUM) of …

$239
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Global Financial Private Client, LLC - 13F

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May 15, 2024 · Global Financial Private Client, LLC reported 683 holdings with total value $239 M as of Q2 2024. Top holdings included AAPL, SPY, BRK-A, SCHD, and VOO. Global Financial …

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$233
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Global Financial Private Client, LLC Q1 2024 13F Top Portfolio …

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Mar 31, 2024 · Global Financial Private Client, LLC reported 714 holdings with total value $233 M as of Q1 2024. Top holdings included AAPL, SPY, BRK-A, SCHD, and VOO. Global Financial …

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$419
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Global Financial Private Client LLC - AUM 13F

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Global Financial Private Client LLC CRD # 290006: SEC # 801-112204: CIK # AUM: $419.2 MM (2023-03-27) Employees

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$256.51
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Global Financial Private Client, Llc 13F Filings

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Global Financial Private Client, Llc reported 807 holdings with total value $256.51M as of Q3 2024. Top holdings included AAPL, SPY, BRK/A, SCHD. ... Global Financial Private Client, …

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Global Financial Private Client LLC Raises Holdings In ... - MarketBeat

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2 days ago · Global Financial Private Client LLC increased its position in Delta Air Lines, Inc. (NYSE:DAL - Free Report) by 562.0% during the fourth quarter, according to its most recent …

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Nucor Co. (NYSE:NUE) Holdings Decreased By Global Financial …

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1 day ago · Global Financial Private Client LLC reduced its holdings in Nucor Co. (NYSE:NUE - Free Report) by 90.0% in the 4th quarter, according to the company in its most recent 13F …

marketbeat.com

$214
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Global Financial Private Client, LLC Q4 2023 13F Top Portfolio …

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Dec 31, 2023 · Global Financial Private Client, LLC reported 687 holdings with total value $214 M as of Q4 2023. Top holdings included AAPL, SPY, BRK-A, SCHD, and VOO. Global Financial …

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$129
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See Which Of The Latest 13F Filers Holds SPY - Nasdaq

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2 days ago · Global Financial Private Client LLC: Existing-215 +$129: Signal Advisors Wealth LLC: Existing +25,737 +$15,622: Arbor Wealth Advisors LLC: Existing +884 +$562: Ayrshire …

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Global Financial Private Client LLC Boosts Stock Holdings In Gilead ...

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2 days ago · Global Financial Private Client LLC boosted its position in shares of Gilead Sciences, Inc. (NASDAQ:GILD - Free Report) by 1,222.0% in the fourth quarter, according to its most …

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$207
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Global Financial Private Client, LLC Q4 2021 13F Top Portfolio …

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Global Financial Private Client, LLC reported 647 holdings with total value $207 M as of Q4 2021. Top holdings included VUG, SCHF, AAPL, SCHD, and SPY. Global Financial Private Client, …

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3%
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Nexstar Media Group, Inc. (NASDAQ:NXST) Shares Sold By Global …

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1 day ago · Global Financial Private Client LLC decreased its holdings in Nexstar Media Group, Inc. (NASDAQ:NXST - Free Report) by 92.3% during the 4th quarter, according to the …

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$194
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Global Financial Private Client, LLC Q3 2021 13F Top Portfolio …

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Global Financial Private Client, LLC reported 600 holdings with total value $194 M as of Q3 2021. Top holdings included VUG, SCHF, SCHD, BRK-A, and BNDX. Global Financial Private …

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36%
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#MicroStrategy Hits 446,400 BTC Despite Stock Slump - YouTube

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MicroStrategy now holds 446,400 BTC worth $42B, doubling down on its Bitcoin strategy even as MSTR stock drops 36% from its all-time high. Will Saylor’s bold...

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$139
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Global Financial Private Client, LLC Q1 2021 13F Top Portfolio …

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Global Financial Private Client, LLC reported 575 holdings with total value $139 M as of Q1 2021. Top holdings included BRK-A, BNDX, SCHF, AAPL, and VUG. Global Financial Private Client, …

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