Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Client First Investment Management

Latest statistics and disclosures from Client First Investment Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002018284

Tip: Access up to 7 years of quarterly data

Positions held by Client First Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Client First Investment Management

Client First Investment Management holds 22 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Series Portfolios Tr Adaptiv Select (ADPV)	44.1	$56M	1.9M	30.00	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	22.4	$28M	363k	77.52	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	7.5	$9.4M	88k	106.46	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	3.5	$4.5M	94k	47.56	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	3.3	$4.1M	101k	40.83	View chart
Proshares Tr Pshs Ult Mcap400 (MVV)	3.2	$4.0M	59k	68.31	View chart
Spdr Ser Tr S&p Homebuild (XHB)	2.9	$3.6M	33k	111.59	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.8	$2.2M	24k	91.80	View chart
Eli Lilly & Co. (LLY)	1.5	$1.9M	2.4k	777.81	View chart
Microsoft Corporation (MSFT)	1.5	$1.9M	4.4k	420.72	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	1.3	$1.6M	75k	21.24	View chart
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT)	1.2	$1.5M	101k	14.45	View chart
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT)	1.1	$1.4M	40k	34.35	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	1.0	$1.3M	49k	26.20	View chart
Direxion Shs Etf Tr Daily Regional (DPST)	0.9	$1.1M	14k	79.58	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.7	$943k	23k	41.50	View chart
Volatility Shs Tr 2x Bitcoin Strat (BITX)	0.7	$876k	16k	53.25	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.6	$809k	16k	49.70	View chart
Proshares Tr Pshs Ult Semicdt (USD)	0.3	$363k	3.7k	99.16	View chart
Visa Com Cl A (V)	0.2	$283k	1.0k	279.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$273k	5.4k	50.45	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$269k	4.5k	59.62	View chart

Past Filings by Client First Investment Management

SEC 13F filings are viewable for Client First Investment Management going back to 2024

Client First Investment Management 2024 Q1 filed April 19, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z