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CIK: 0002023568
Total reported value
$368.6M
$368.6M
1661 檔
15.1%
During the Q4 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 1661 reported positions.
In Q4 2024, Global Financial Private Client, LLC displayed an active expansion posture, initiating 8 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1661 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.74% | -0.09% | +0.16% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.50% | +0.13% | -1.04% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.83% | — | — | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.97% | -0.26% | +198.94% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.81% | +0.06% | +4.35% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | -0.20% | -0.74% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.67% | -0.12% | +0.54% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 1.46% | -0.03% | -8.26% | |
| 9 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.25% | +0.02% | +1.85% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.05% | -2.22% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.16% | -0.49% | +0.75% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.09% | — | +0.34% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.06% | -0.11% | -1.85% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | +0.10% | +1.95% | |
| 15 | XLSR | Ss US Sector Rotation | ETF-Other | 0.99% | +0.02% | +2.32% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.08% | +9.73% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | -0.02% | +24.45% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | -0.10% | +1.66% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.02% | +26.35% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -1.12% | EXIT | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.37% | +26.80% | |
| 22 | AFL | Aflac Inc | Stock-Financials | 0.78% | -0.03% | +0.34% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.78% | -0.04% | +7.01% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.08% | +1.15% | |
| 25 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.76% | -0.04% | +2.57% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.75% | +0.04% | -2.22% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.75% | -0.06% | +95.47% | |
| 28 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.74% | +0.03% | +11.80% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.74% | +0.22% | +20.67% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.70% | -0.09% | -1.52% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.06% | +0.29% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.17% | +0.40% | |
| 33 | ZION | Zions Bancorp NA | Stock-Financials | 0.68% | +0.01% | +1.30% | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.68% | -0.23% | +1.64% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.67% | -0.11% | +17.83% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | -0.02% | -0.98% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | -0.03% | +1.54% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.66% | +0.10% | -0.79% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.21% | +139.57% | |
| 40 | STT | State Street CORP | Stock-Financials | 0.60% | +0.09% | +18.19% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.60% | -0.08% | +12.14% | |
| 42 | ETR | Entergy CORP | Stock-Utilities | 0.60% | -0.11% | +185.75% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.03% | +0.07% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.07% | -11.37% | |
| 45 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.57% | -0.01% | +0.58% | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.57% | +0.02% | +37.85% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | -0.05% | -7.78% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.55% | -0.04% | +6.86% | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.55% | +0.34% | — | |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.52% | -0.08% | +0.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.4% | +139.57% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +668.83% | Add |
| 3 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 4 | AAPL | Apple Inc | +0.2% | +0.16% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | +26.35% | Add |
| 6 | GNRC | Generac Holdings Inc | +0.2% | NEW | New buy |
| 7 | DAL | Delta Air Lines Inc | +0.2% | +561.96% | Add |
| 8 | ETR | Entergy CORP | +0.2% | +185.75% | Add |
| 9 | MYCI | State Street My2029 Corporat | +0.2% | NEW | New buy |
| 10 | MYCJ | State Street My2030 Corporat | +0.2% | NEW | New buy |
| 11 | CSCO | Cisco Systems Inc | +0.2% | +26.80% | Add |
| 12 | GILD | Gilead Sciences Inc | +0.2% | +1222.00% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +20.67% | Add |
| 14 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +37.85% | Add |
| 15 | MYCK | State Street My2031 Corporat | +0.2% | NEW | New buy |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +24.45% | Add |
| 17 | IGV | Ishares Expanded Tech-softwa | +0.1% | +42.45% | Add |
| 18 | DIS | Walt Disney Co/the | +0.1% | +7.01% | Add |
| 19 | STT | State Street CORP | +0.1% | +18.19% | Add |
| 20 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +78.70% | Add |
| 21 | MYCL | State Street My2032 Corporat | +0.1% | NEW | New buy |
| 22 | MYCM | State Street My2033 Corporat | +0.1% | NEW | New buy |
| 23 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 24 | BNY | Bank Of New York Mellon CORP | +0.1% | +11.80% | Add |
| 25 | XLC | Ss Comm Select Sector Spdr | +0.1% | +27.39% | Add |
| 26 | PLTR | Palantir Technologies Inc-a | +0.1% | -0.66% | Trim |
| 27 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +34.36% | Add |
| 28 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | +0.1% | NEW | New buy |
| 29 | ADP | Automatic Data Processing | +0.1% | +17.47% | Add |
| 30 | FTNT | Fortinet Inc | +0.1% | -0.09% | Trim |
| 31 | NVDA | Nvidia CORP | +0.1% | +1.95% | Add |
| 32 | ZION | Zions Bancorp NA | +0.1% | +1.30% | Add |
| 33 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.35% | Add |
| 34 | META | Meta Platforms Inc-class A | +0.1% | +9.73% | Add |
| 35 | VCR | Vanguard Consumer Discre ETF | +0.1% | +2.57% | Add |
| 36 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -92.97% | Trim |
| 37 | AMGN | Amgen Inc | -0.1% | -41.59% | Trim |
| 38 | SCHF | Schwab Intl Equity ETF | -0.1% | +95.47% | Add |
| 39 | AIR | Aar CORP | -0.1% | -95.75% | Trim |
| 40 | VEA | Vanguard Ftse Developed ETF | -0.1% | -7.78% | Trim |
| 41 | MRK | Merck & Co. Inc. | -0.1% | +1.15% | Add |
| 42 | XSD | Ss Spdr S&p Semiconductor | -0.2% | -35.73% | Trim |
| 43 | LLY | Eli Lilly & Co | -0.2% | -11.94% | Trim |
| 44 | CB | Chubb Limited | -0.2% | -92.91% | Trim |
| 45 | NXPI | NXP Semiconductors N.V. | -0.2% | -94.30% | Trim |
| 46 | SCHD | Schwab US Dvd Equity ETF | -0.2% | +198.94% | Add |
| 47 | NXST | Nexstar Media Group Inc | -0.2% | -92.32% | Trim |
| 48 | NUE | Nucor CORP | -0.3% | -90.03% | Trim |
| 49 | BSCO | Invesco Bulletshares 2024 Cb | -0.3% | EXIT | Sold out |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | -0.4% | EXIT | Sold out |
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 1661 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, BRK-A) accounted for 15.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $670.1K
Top Position Liquidated / Trimmed
TLT
前期市值: $891.2K
During Q4 2024, Global Financial Private Client, LLC's top holdings by market value included AAPL (6.7%)、SPY (4.5%)、BRK-A (3.8%). The largest single position, AAPL, represented 6.7% of total portfolio value.
In Q4 2024, Global Financial Private Client, LLC made 49 total portfolio adjustments, initiating 8 new buys, adding to 27 positions, trimming 12 holdings, and fully liquidating 2 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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