Global Financial Private Client, LLC - Portfolio overview

Global Financial Private Client, LLC has 253 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 5.74%
2. AAPL - APPLE INC, 5.12%
3. VOO - VANGUARD INDEX FDS, 4.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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