Long-term investor
Global Financial Private Client, LLC @globalfinancialprivatecl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002023568).
Record
- Tracked since 2025-06-30 (476 days), 161 trades recorded
- Returns: week n/a · month n/a · 90 days -8.7% · 6 months -0.7% · 1 year +1.8% · all +1.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.2% · long · since 2025-09-30
- 78462F103 · 5.1% · long · since 2025-09-30
- 922908363 · 3.6% · long · since 2025-09-30
- MSFT · 2.6% · long · since 2025-09-30
- NVDA · 2.2% · long · since 2025-09-30
- 808524797 · 1.7% · long · since 2025-09-30
- CVX · 1.6% · long · since 2025-09-30
- CSCO · 1.5% · long · since 2025-09-30
- 921908844 · 1.5% · long · since 2025-09-30
- JPM · 1.4% · long · since 2025-09-30
- 78470P408 · 1.4% · long · since 2025-09-30
- GEV · 1.3% · long · since 2025-09-30