Global-Financial-Private-Client

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "OI",
  null,
  "JWN",
  "NWE",
  null,
  "MMSI",
  "NCNO",
  "PINS",
  "RGEN",
  "FIBK",
  "ALKS",
  "INSM",
  "TREX",
  "JOBY",
  "ARES",
  "HLNE",
  "HOOD",
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  "ITRI",
  "PIPR",
  "AX",
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  "FLEX",
  "GTX",
  "MPWR",
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  "IOSP",
  "MQ",
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  "FA",
  "TRU",
  "JAZZ",
  "RDNT",
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  "QRVO",
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  "POOL",
  "KAI",
  "CCCS",
  "OSK",
  "MASI",
  "PLXS",
  "MGEE",
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  null,
  null,
  "ARW",
  "MOS",
  "AFG",
  "AAL",
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  "FLO",
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  "RBC",
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  "HUM",
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  null,
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  null,
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  null,
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  null,
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  "A",
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  "KSS",
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  null,
  null,
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  null,
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  null,
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  null,
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  "T",
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  "LCII",
  null,
  "CCI",
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  "LEN-B",
  "KMT",
  "CMI",
  "DVAX",
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  "LNC",
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  "OMCL",
  "D",
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  null,
  "M",
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  null,
  "EBAY",
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  null,
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  null,
  "EOG",
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  "STRA",
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  "UNF",
  null,
  "UTZ",
  null,
  "U",
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  "NE",
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  null,
  "PNR",
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  "SDRL.OL",
  null,
  "FERG",
  "ADNT",
  "NTB",
  "IPAR",
  "FCX",
  "BGC",
  "TR",
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  null,
  null,
  null,
  "KYMR",
  null,
  "GD",
  "TALO",
  null,
  "GILD",
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  "MCD",
  "INTU",
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  "FIVE",
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  null,
  "FE",
  "UNP",
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  "FULT",
  "GBCI",
  "STC",
  "QCOM",
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  "SYBT",
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  "IPGP",
  "OSCR",
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  null,
  "ACI",
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  "HEI-A",
  null,
  "HUBB",
  "HSBC",
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  "PDT",
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  "HLIO",
  "HGTY",
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  "HWM",
  "LEN",
  "ITW",
  "IDA",
  "GSIE",
  "INGR",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  null,
  null,
  "NBIX",
  "NWL",
  "ICE",
  "META",
  null,
  null,
  "MHLD",
  "LGF-A",
  "LFST",
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  "MRCY",
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  "HEFA",
  "NFE",
  null,
  null,
  "PAYO",
  "IVW",
  "PRK",
  "IJH",
  "RUSHB",
  "STNG",
  "SAH",
  null,
  null,
  null,
  null,
  "SIBN",
  null,
  "SWK",
  null,
  "TGLS",
  "SR",
  "TRN",
  "TDW",
  "SGRY",
  "UWMC",
  "UHAL",
  null,
  null,
  null,
  null,
  "IQV",
  "FNWD",
  "IOVA",
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  "KMI",
  "LHX",
  "LRCX",
  "LAZ",
  "FWONA",
  null,
  null,
  "LBTYK",
  "LIN",
  null,
  null,
  "L",
  null,
  "ENSG",
  "MPC",
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  null,
  "RPD",
  "DRS",
  null,
  "MA",
  "RAMP",
  "EXEL",
  "PODD",
  "MDT",
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  "AMKR",
  "BMI",
  "MSFT",
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  "CNR",
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  "ESE",
  "EQIX",
  "ERIE",
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  "EXC",
  "ETSY",
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  "FICO",
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  null,
  "FIS",
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  "ICUI",
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  null,
  "ILMN",
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  null,
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  "IX",
  null,
  "EMN",
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  "ALK",
  "AER",
  "BX",
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  "FAST",
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  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  null,
  "AMH",
  null,
  "IWF",
  null,
  null,
  null,
  null,
  null,
  "PANW",
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  null,
  null,
  "PGR",
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  "IJK",
  null,
  "IVV",
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  "AAPL",
  "SPY",
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  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
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  null,
  "LMT",
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  null,
  "PSTG",
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  null,
  "PKG",
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  "NYT",
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  "REGN",
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  null,
  "ROK",
  null,
  "SLVM",
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
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  "O",
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  null,
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  "TFIN",
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  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  "VIRT",
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  "HCC",
  "WD",
  "WFRD",
  "W",
  "WBD",
  "WMT",
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  null,
  "WERN",
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  "WSM",
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  null,
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  "WOR",
  "XEL",
  "WK",
  "WDAY",
  "WKC",
  "ZG",
  "YUM",
  "XPO",
  "YETI",
  "Z",
  "XYL",
  "ZBRA",
  "YELP",
  "FHB",
  "ZIMV",
  "GTM",
  null,
  "ENS",
  "LNT",
  "ESI",
  "ELAN",
  "JJSF",
  "DTE",
  null,
  "DY",
  "ADT",
  "OC",
  "PAR",
  "POWI",
  "GRMN",
  "ONTO",
  "PTC",
  "HI",
  "GNTX",
  "NXST",
  null,
  "FNF",
  "HAYW",
  "POST",
  "NOG",
  "G",
  "FOXA",
  "FCN",
  "MTB",
  "SITM",
  "NABL",
  "JHG",
  "GEN",
  "AEM",
  "FLR",
  "KGS",
  "SCHD",
  "SOFI",
  "BIIB",
  "DVY",
  "CHKP",
  "SCHF",
  null,
  "EXLS",
  "ALRM",
  "SCHA",
  "JD",
  "JBHT",
  "LW",
  "LEA",
  "KEX",
  "KNX",
  "MSCI",
  "MTZ",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  "MHK",
  "KIM",
  "KEY",
  "VAC",
  "CACC",
  "LUMN",
  "NDSN",
  "LBRDK",
  "JCI",
  "LBTYA",
  "NXPI",
  null,
  "LH",
  "MOH",
  "KDP",
  "MKL",
  "NOV",
  "CVI",
  null,
  "TER",
  "SO",
  null,
  null,
  "TTD",
  "TCMD",
  "ON",
  "SXT",
  "UFPI",
  "SON",
  "SJM",
  "SPXC",
  "TRMB",
  "PPL",
  "TRP",
  "PFGC",
  "TDOC",
  "TGNA",
  "OKTA",
  "OTIS",
  "PB",
  "SW",
  "PSX",
  "SSD",
  "PLNT",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "SNAP",
  "RVTY",
  "RBLX",
  null,
  "SCI",
  null,
  "SIG",
  "TDY",
  "RUN",
  "SLAB",
  "SANM",
  "SYY",
  "DIA",
  "ORI",
  "SHAK",
  "SEE",
  "TFX",
  "SPOT",
  null,
  null,
  null,
  "DINO",
  "LII",
  "MANH",
  "LYV",
  "HCI",
  null,
  "FTDR",
  "TNL",
  "CMPR",
  "MTUM",
  "LYB",
  "HBI",
  "ZION",
  "HALO",
  "LNTH",
  null,
  "IUSV",
  null,
  "UHS",
  "GEV",
  "CHWY",
  "ZWS",
  "TRI.TO",
  "OLED",
  "ZBH",
  "ZM",
  "GAP",
  "MCK",
  "PEGA",
  null,
  null,
  "NVT",
  "SPYV",
  "GWW",
  null,
  "ESGU",
  "NTAP",
  "PSA",
  "UDR",
  "SYF",
  "NUE",
  "NRG",
  "EG",
  "PAYC",
  "FDX",
  "AME",
  null,
  "ALLY",
  null,
  null,
  "STE",
  "MKTX",
  "KMB",
  "LULU",
  "AVNT",
  "ALV",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "AZTA",
  "CAR",
  "AVTR",
  "AXTA",
  "AVA",
  "AVDX",
  "AXS",
  "BALL",
  "BAC",
  "BKU",
  "OZK",
  "TBBK",
  "BBWI",
  "BANF",
  "BK",
  "BRK-A",
  null,
  "BRK-B",
  "BAX",
  "BDX",
  "BEAM",
  "BDC",
  "BSY",
  "BRBR",
  "BKH",
  "BTBT",
  "BJ",
  "BIO",
  "BILL",
  "BLKB",
  "BBY",
  "BMRN",
  "TECH",
  "BL",
  null,
  null,
  null,
  "BOKF",
  "BPMC",
  "BCC",
  "BA",
  "BAH",
  null,
  "BHF",
  "BFH",
  "SAM",
  "EAT",
  "BWA",
  "BMY",
  "BFAM",
  "BBIO",
  "BCO",
  "BRC",
  "BOX",
  "BTI",
  "BC",
  "BF-B",
  "BF-A",
  "BLDR",
  "BRKR",
  "BR",
  "BG",
  "CACI",
  "CHRW",
  "CABO",
  "WHD",
  "CBT",
  "CADE",
  "BWXT",
  "BURL",
  "CALX",
  "CWH",
  "CWT",
  "CALM",
  "CCJ",
  "CM",
  "CPB",
  "CNI",
  "CDNS",
  "CWST",
  "CG",
  "CVNA",
  "CARG",
  "CARR",
  "CCL",
  "CSL",
  "CRI",
  "CBOE",
  "CVCO",
  "CE",
  "CBRE",
  "CDW",
  "CATY",
  "CBZ",
  "CAVA",
  "CPRX",
  "CASY",
  "CENT",
  "CENTA",
  "CCS",
  "CNC",
  "CNP",
  "CERT",
  "CELH",
  "CF",
  "CAKE",
  "CHX",
  "SKY",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "GTLS",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CRUS",
  "CHDN",
  "CMG",
  "CNK",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "CLH",
  "NET",
  "C",
  "CLVT",
  "CLX",
  "YOU",
  "CWEN",
  "CLSK",
  "CWEN-A",
  "CNX",
  "CME",
  null,
  "COKE",
  "KO",
  "CGNX",
  "CNO",
  "CDE",
  "CCOI",
  "CMA",
  "CBSH",
  "COHR",
  "COIN",
  "CNS",
  "CLBK",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "COLM",
  "CMC",
  "CBU",
  "CAG",
  "COP",
  "CNMD",
  "CVLT",
  "CRK",
  "ROAD",
  "STZ",
  "COO",
  "CEG",
  null,
  "CPRT",
  "CORT",
  "ED",
  "CRVL",
  "CRBG",
  "CTRA",
  "COTY",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CNM",
  "CPNG",
  "CRGY",
  "CXT",
  "CROX",
  "CRH",
  "CR",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CSWI",
  "CFR",
  "CWK",
  "CW",
  "DHR",
  "DDOG",
  "DVA",
  "DAN",
  "DELL",
  "DAR",
  "DAY",
  "DE",
  "DNLI",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  "DXCM",
  null,
  "DFAC",
  "DDS",
  "DFS",
  "DLB",
  "DIOD",
  "DLR",
  "DOCU",
  "DOCN",
  "DBRG",
  "DCI",
  "DPZ",
  "DV",
  "RSP",
  null,
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "TRNO",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 1,674
Total Value: 261773254
Accession Number: 0002023568-25-000002
Form Type: 13F-HR
CIK: global-financial-private-client
Manager Name: Global-Financial-Private-Client

Data Enrichment

88% identified

1,474 identified200 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,674 positions • $261.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 84

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921943858

VEA|921943858

Shares:31.4K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$261.8M)

922042858

VWO|922042858

Shares:34.5K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$261.8M)

464287721

Shares:11.1K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$261.8M)

STATE STREET CORP

STT|857477103

Shares:16.1K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$261.8M)

464288760

Shares:9.3K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$261.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:3.0K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$261.8M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:4.6K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$261.8M)

GE Vernova Inc.

GEV|36828A101

Shares:4.5K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$261.8M)

464287432

Shares:14.7K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$261.8M)

ELI LILLY & Co

LLY|532457108

Shares:1.6K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$261.8M)

69374H881

Shares:23.5K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$261.8M)

81369Y209

Shares:8.6K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$261.8M)

92204A108

Shares:3.8K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$261.8M)

922042866

VPL|922042866

Shares:16.6K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$261.8M)

QUALCOMM INC/DE

QCOM|747525103

Shares:7.8K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$261.8M)

921937827

BSV|921937827

Shares:15.0K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$261.8M)

KROGER CO

KR|501044101

Shares:17.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$261.8M)

922908769

VTI|922908769

Shares:4.1K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$261.8M)

Fortinet, Inc.

FTNT|34959E109

Shares:11.8K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$261.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:7.3K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$261.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEAcusip921943858)	31.4K	QoQ +1.76% (+544) YoY +2.80% (+858)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$261.8M)	QoQ +8.16% (+$120.6K) YoY +4.57% (+$69.9K)
(VWOcusip922042858)	34.5K	QoQ +3.48% (+1.2K) YoY +13.31% (+4.1K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$261.8M)	QoQ +6.35% (+$93.4K) YoY +22.28% (+$284.8K)
(cusip464287721)✕	11.1K	QoQ +0.06% (-7) YoY -1.64% (-186)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$261.8M)	QoQ -11.90% (-$211.1K) YoY +1.90% (-$29.2K)
STATE STREET CORP(STTcusip857477103)	16.1K	QoQ -1.58% (-260) YoY +2587.50% (+15.5K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$261.8M)	QoQ -10.22% (-$164.5K) YoY +3014.77% (+$1.4M)
(cusip464288760)✕	9.3K	QoQ -11.24% (-1.2K) YoY -9.76% (-1.0K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$261.8M)	QoQ -6.51% (-$98.9K) YoY +5.53% (-$74.5K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	3.0K	QoQ -0.72% (-22) YoY -7.07% (-229)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$261.8M)	QoQ -8.91% (-$138.1K) YoY -2.04% (-$29.4K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	4.6K	QoQ -2.24% (-105) YoY +55.96% (+1.6K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$261.8M)	QoQ +2.03% (-$27.9K) YoY +94.27% (+$678.5K)
GE Vernova Inc.(GEVcusip36828A101)	4.5K	QoQ +0.71% (-32) YoY NEW(+4.5K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$261.8M)	QoQ -6.52% (-$95.7K) YoY NEW(+$1.4M)
(cusip464287432)✕	14.7K	QoQ -5.06% (-785) YoY +48.85% (+4.8K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$261.8M)	QoQ -1.04% (-$14.1K) YoY +46.41% (+$424.6K)
ELI LILLY & Co(LLYcusip532457108)	1.6K	QoQ +0.95% (+15) YoY -4.59% (-76)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$261.8M)	QoQ +8.02% (+$96.9K) YoY +3.59% (-$45.3K)
(cusip69374H881)✕	23.5K	QoQ -3.83% (-938) YoY -1.76% (-423)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$261.8M)	QoQ -6.76% (-$93.4K) YoY -7.39% (-$102.8K)
(cusip81369Y209)✕	8.6K	QoQ +16.37% (+1.2K) YoY +61.51% (+3.3K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$261.8M)	QoQ +23.51% (+$238.1K) YoY +61.00% (+$473.8K)
(cusip92204A108)✕	3.8K	QoQ -29.50% (-1.6K) YoY -40.02% (-2.5K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$261.8M)	QoQ -38.87% (-$786.8K) YoY -38.16% (-$763.7K)
(VPLcusip922042866)	16.6K	QoQ +15.73% (+2.3K) YoY -14.32% (-2.8K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$261.8M)	QoQ +18.04% (+$184.1K) YoY -17.54% (-$256.2K)
QUALCOMM INC/DE(QCOMcusip747525103)	7.8K	QoQ +0.33% (+26) YoY -6.34% (-526)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$261.8M)	QoQ +0.33% (+$4.0K) YoY -16.22% (-$231.0K)
(BSVcusip921937827)	15.0K	QoQ +0.51% (+77) YoY +2.68% (+392)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$261.8M)	QoQ +1.83% (+$21.1K) YoY +5.33% (+$59.4K)
KROGER CO(KRcusip501044101)	17.0K	QoQ +0.45% (+77) YoY -0.72% (-124)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$261.8M)	QoQ +11.19% (+$115.8K) YoY +17.91% (-$174.7K)
(VTIcusip922908769)	4.1K	QoQ 0.00% (-0) YoY +668.83% (+3.6K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$261.8M)	QoQ -5.16% (-$62.0K) YoY +713.65% (+$999.0K)
Fortinet, Inc.(FTNTcusip34959E109)	11.8K	QoQ -17.50% (-2.5K) YoY -13.40% (-1.8K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$261.8M)	QoQ -15.95% (-$216.0K) YoY +22.90% (-$212.1K)
Alphabet Inc.(GOOGLcusip02079K305)	7.3K	QoQ +7.43% (-508) YoY +24.97% (+1.5K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$261.8M)	QoQ -12.23% (-$158.3K) YoY +24.28% (+$221.9K)