Global Financial Private Client, LLC
CIK Number: 0002023568
266.68M
Market Value
775
# of Holdings
7 months
Avg. Holding Period
66.88%
Win Rate
9.04%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc Com | 233.05 | -0.58% | 71.62K | +1.43% | 16.69M | 128.59 | 6.51% | |
| 2 | Spdr S&P 500 Et... | 581.65 | +0.04% | 20.70K | +2.08% | 11.88M | 391.85 | 4.63% | |
| 3 | Berkshire Hatha... | 675222.50 | +1.34% | 15 | 0.00% | 10.37M | 339590 | 4.04% | |
| 4 | Schwab Us Divid... | 27.51 | +0.77% | 97.11K | -0.68% | 8.21M | 40.14 | 3.20% | |
| 5 | Vanguard S&P 50... | 534.79 | +0.04% | 13.30K | -2.45% | 7.02M | 334.37 | 2.74% |
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