Global Financial Private Client, LLC
CIK Number: 0002023568
261.77M
Market Value
1,384
# of Holdings
7 months
Avg. Holding Period
18.98%
Win Rate
15.45%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 213.19 | +0.32% | 71.73K | +0.16% | 17.96M | 114.07 | 6.74% |
| 2 | SPY | SPDR S&P 500 ET... | 558.66 | +0.74% | 20.49K | -1.04% | 12.01M | 391.85 | 4.50% |
| 3 | BRK-A | Berkshire Hatha... | 797099.50 | -0.43% | 15 | 0.00% | 10.21M | 339590 | 3.83% |
| 4 | SCHD | Schwab U.S. Div... | 25.71 | -0.41% | 290.32K | +198.94% | 7.93M | 21.28 | 2.97% |
| 5 | VOO | Vanguard 500 In... | 513.51 | +0.74% | 13.88K | +4.35% | 7.48M | 342.89 | 2.81% |
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