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 (431 days), 130 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.2% · 6 months +11.5% · 1 year +20.4% · all +20.4%
  • Max drawdown -1.4% · Sharpe 1.22 · win rate 28% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 4.9% · long · since 2025-06-30
  • AAPL · 4.4% · long · since 2025-06-30
  • 922908363 · 3.4% · long · since 2025-06-30
  • MSFT · 2.0% · long · since 2025-06-30
  • GEV · 1.8% · long · since 2025-06-30
  • NVDA · 1.8% · long · since 2025-06-30
  • 808524797 · 1.6% · long · since 2025-06-30
  • CSCO · 1.6% · long · since 2025-06-30
  • 512807306 · 1.6% · long · since 2025-06-30
  • 921908844 · 1.5% · long · since 2025-06-30
  • MRK · 1.4% · long · since 2025-06-30
  • TSM · 1.3% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.