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CIK: 0002023568
Total reported value
$368.6M
$368.6M
714 檔
12.9%
During the Q1 2024 filing period, Global Financial Private Client, LLC (CIK: 0002023568) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $368.6M across 714 reported positions.
During Q1 2024, Global Financial Private Client, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 714 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.17% | -0.09% | +1.02% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.77% | +0.13% | +3.39% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.09% | — | — | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.38% | -0.26% | -3.17% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.01% | +0.06% | +4.41% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | -0.20% | -0.44% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.79% | -0.12% | +0.55% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 1.57% | -0.03% | -1.89% | |
| 9 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.53% | +0.02% | +5.66% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.44% | -0.49% | +4.11% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.28% | — | +5.30% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.22% | -0.11% | -2.07% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.05% | -6.72% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.15% | -0.08% | +4.08% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -1.12% | EXIT | |
| 16 | XLSR | Ss US Sector Rotation | ETF-Other | 1.01% | +0.02% | +15.06% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.97% | -0.17% | +1.05% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.92% | -0.06% | -2.77% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.10% | +2.43% | |
| 20 | PCAR | Paccar Inc | Stock-Industrials | 0.90% | — | -8.48% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.86% | -0.03% | +1.90% | |
| 22 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.86% | -0.04% | +3.44% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.06% | +1.95% | |
| 24 | NUE | Nucor CORP | Stock-Materials | 0.80% | +0.03% | -7.56% | |
| 25 | AFL | Aflac Inc | Stock-Financials | 0.73% | -0.03% | -0.14% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.06% | +0.46% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | — | -0.38% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.72% | +0.22% | -6.85% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.08% | +6.99% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.71% | -0.23% | +0.54% | |
| 31 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.68% | +0.06% | +12.16% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.10% | -10.99% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.66% | +0.10% | +0.58% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | -0.05% | +22.76% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.65% | -0.09% | +9.81% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | -0.02% | +0.36% | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.63% | +0.04% | +7.52% | |
| 38 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.63% | -0.01% | +4.06% | |
| 39 | ZION | Zions Bancorp NA | Stock-Financials | 0.63% | +0.01% | -0.33% | |
| 40 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.62% | +0.19% | +0.22% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | +0.03% | +0.06% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.02% | +10.60% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.62% | -0.08% | +30.36% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.61% | +0.08% | +3.35% | |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.60% | -0.08% | +0.32% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.60% | -0.07% | EXIT | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.37% | +8.35% | |
| 48 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.58% | -0.01% | -24.74% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.56% | -0.02% | +33.40% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.56% | — | +0.92% |
According to official SEC Form 13F filings, Global Financial Private Client, LLC reported a total U.S. public equity portfolio value of $368.6M across 714 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, BRK-A) accounted for 12.9% of total reported equity market value during Q1 2024.
During Q1 2024, Global Financial Private Client, LLC's top holdings by market value included AAPL (5.2%)、SPY (4.8%)、BRK-A (4.1%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q1 2024, Global Financial Private Client, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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