IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Global Financial Private Client, LLC

Q1 2020 Holdings

Filed 2024-05-15 | 537 holdings | $94.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Small Cap Value ETF(VBR)ETF922908611$24.1K2900.0%
British Amern TOB PLC Sponsored ADR(BMTA)ADR110448107$24.3K6920.0%
Schwab Charles Corp COM(SCHW)Stock808513105$24.7K7500.0%
American Homes 4 Rent CL A(AMH)REIT02665T306$24.9K1,1410.0%
Hartford Finl Svcs Group Inc COM(HIG)Stock416515104$25.1K7500.0%
Vanguard Information Technology ETF(VGT)ETF92204A702$25.2K1250.0%
Adobe Inc COM(ADBE)Stock00724F101$25.3K840.0%
Zions Bancorporation N A COM(ZION)Stock989701107$25.3K1,0000.0%
Kraft Heinz Co COM(KHC)Stock500754106$25.5K1,0760.0%
Newmont Corp COM(NEM)Stock651639106$25.6K5500.0%
Prologis Inc. COM(PLD)REIT74340W103$27.3K3730.0%
Travelers Companies Inc COM(TRV)Stock89417E109$28.6K3000.0%
Starbucks Corp COM(SBUX)Stock855244109$29.4K4700.0%
Bank New York Mellon Corp COM(BK)Stock064058100$29.7K9070.0%
American Tower Corp New COM(AMT)REIT03027X100$29.8K1440.0%
American Elec PWR Co Inc COM(AEP)Stock025537101$29.8K4000.0%
Ishares Iboxx High Yield Corporate Bond ETF(HYG)ETF464288513$29.8K4000.0%
RIO Tinto PLC Sponsored ADR(RIO)ADR767204100$30.0K6780.0%
Ishares Iboxx Investment Grade Corporate Bond ETF(LQD)ETF464287242$30.1K2480.0%
Morgan Stanley COM New(MS)Stock617446448$30.5K9640.0%
Eversource Energy COM(ES)Stock30040W108$30.5K4020.0%
Zoetis Inc CL A(ZTS)Stock98978V103$30.7K2740.0%
Canadian Imperial BK Comm Toro COM(CM)Stock136069101$31.0K5650.0%
CMS Energy Corp COM(CMS)Stock125896100$31.0K5570.0%
Wisdomtree U.S. Smallcap Fund(EES)ETF97717W562$31.3K1,5000.0%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$31.3K1670.0%
Ishares Select Dividend ETF(DVY)ETF464287168$31.4K4500.0%
Vertex Pharmaceuticals Inc COM(VRTX)Stock92532F100$31.6K1400.0%
Steris PLC SHS USD(STE)StockG8473T100$32.1K2330.0%
Invesco Ultra Short Duration ETF(GSY)ETF46090A887$32.2K6520.0%
Wells Fargo Co New COM(WFC)Stock949746101$32.3K1,2160.0%
PPL Corp COM(PPL)Stock69351T106$32.3K1,4120.0%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$32.5K1180.0%
Global X Superincome Preferred ETF(SPFF)ETF37950E333$33.2K3,5700.0%
Harley Davidson Inc COM(HOG)Stock412822108$33.2K1,9200.0%
AON PLC SHS CL A(AON)StockG0403H108$34.1K2220.0%
Autozone Inc COM(AZO)Stock053332102$34.2K440.0%
D R Horton Inc COM(DHI)Stock23331A109$34.2K1,0480.0%
Sysco Corp COM(SYY)Stock871829107$34.3K8190.0%
Magellan Midstream Prtnrs LP COM Unit RP LP(WEP)Stock559080106$34.8K1,0000.0%
Vodafone Group PLC New Sponsored ADR(VOD)ADR92857W308$35.4K2,6480.0%
Spdr S&P Transportation ETF(XTN)ETF78464A532$35.6K8710.0%
Shell PLC Spon ADR B(R6C2)ADR780259107$35.7K1,0780.0%
Southern Co COM(SO)Stock842587107$36.2K7210.0%
Netflix Inc COM(NFLX)Stock64110L106$36.4K1000.0%
CDW Corp COM(CDW)Stock12514G108$37.0K4160.0%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$37.1K2400.0%
Regeneron Pharmaceuticals COM(REGN)Stock75886F107$37.2K750.0%
Anfield Universal Fixed Income ETF(AFIF)ETF90214Q766$37.6K3,8670.0%
Zebra Technologies Corporation CL A(ZBRA)Stock989207105$37.8K2140.0%
PreviousPage 6 of 11Next