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CIK: 0002023568
Total reported value
$368.6M
$368.6M
683 檔
13.4%
In Q2 2024, Global Financial Private Client, LLC's U.S. equity holdings reached a combined market value of $368.6M, distributed across 683 disclosed stock positions.
During Q2 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 683 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.22% | -0.09% | -0.12% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.62% | +0.13% | -4.56% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.84% | — | — | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.18% | -0.26% | -0.42% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.85% | +0.06% | -6.55% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.82% | -0.20% | +0.35% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.74% | -0.12% | -0.85% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 1.64% | -0.03% | -1.03% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.37% | -0.49% | -0.60% | |
| 10 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.24% | +0.02% | -13.91% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.05% | -4.62% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.16% | -0.11% | — | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.13% | — | -6.25% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.12% | -0.23% | +64.87% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.06% | -0.08% | +0.10% | |
| 16 | XLSR | Ss US Sector Rotation | ETF-Other | 1.03% | +0.02% | +2.31% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -1.12% | EXIT | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.10% | +930.71% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.10% | -0.14% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.88% | -0.06% | -0.36% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.88% | -0.06% | -0.06% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.85% | +0.22% | -1.37% | |
| 23 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.85% | -0.04% | +2.52% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.03% | -0.88% | |
| 25 | AFL | Aflac Inc | Stock-Financials | 0.75% | -0.03% | +0.61% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.08% | +3.72% | |
| 27 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.74% | +0.06% | +1.15% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.73% | +0.04% | +15.46% | |
| 29 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.71% | +0.10% | +0.01% | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.69% | +0.19% | +0.22% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | +0.08% | -1.24% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.17% | -21.68% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.67% | -0.09% | +0.36% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.06% | — | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.66% | -0.02% | -0.40% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | — | -1.02% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | +0.03% | -0.43% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.64% | +0.02% | +1543.78% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.63% | -0.05% | +0.14% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.63% | +0.02% | +52.30% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.06% | -0.60% | |
| 42 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.62% | -0.01% | +2.24% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.02% | -0.75% | |
| 44 | ZION | Zions Bancorp NA | Stock-Financials | 0.60% | +0.01% | -2.02% | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.59% | -0.08% | -0.53% | |
| 46 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.58% | -0.01% | +1.42% | |
| 47 | PCAR | Paccar Inc | Stock-Industrials | 0.57% | — | -21.81% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.57% | -0.04% | +2.11% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.56% | -0.04% | +145.30% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.07% | -0.25% |
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 683 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, BRK-A) accounted for 13.4% of total reported equity market value during Q2 2024.
During Q2 2024, Global Financial Private Client, LLC's top holdings by market value included AAPL (6.2%)、SPY (4.6%)、BRK-A (3.8%). The largest single position, AAPL, represented 6.2% of total portfolio value.
In Q2 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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