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:

Top 5 stock holdings are ADPV, SSO, FLRT, USD, BOXX, and represent 82.76% of Client First Investment Management's stock portfolio.
Added to shares of these 10 stocks: AGG, SSO, USD, MAGX, MOTO, FRTY, ADPV, ICVT, SGOL, EMQQ.
Started 7 new stock positions in SGOL, ICVT, FRTY, AGG, EMQQ, MAGX, MOTO.
Reduced shares in these 10 stocks: , FLRT, BOXX, AIRR, XHB, CRPT, GGLL, COPX, OILK, NVDL.
Sold out of its positions in GGLL, AMZU, MSFU, AIRR, COPX, OILK, QLD, UCC.
Client First Investment Management was a net seller of stock by $-3.0M.
Client First Investment Management has $131M in assets under management (AUM), dropping by 1.52%.
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 24 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Series Portfolios Tr Adaptiv Select (ADPV)	47.8	$63M		2.0M	31.95	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	23.1	$30M	+8%	335k	90.17	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	4.5	$5.9M	-28%	124k	47.49	View chart
Proshares Tr Pshs Ult Semicdt (USD)	4.0	$5.2M	+40%	44k	119.91	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	3.4	$4.4M	-32%	41k	108.93	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	2.6	$3.4M	+7%	69k	48.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.8	$2.4M	NEW	24k	101.27	View chart
Eli Lilly & Co. (LLY)	1.7	$2.2M		2.5k	885.85	View chart
Microsoft Corporation (MSFT)	1.4	$1.9M		4.4k	430.30	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.2	$1.5M	-5%	17k	91.81	View chart
Roundhill Etf Trust Daily 2x Long Ma (MAGX)	1.1	$1.5M	NEW	41k	36.26	View chart
Guinness Atkinson Fds Smartetf Trasp (MOTO)	1.1	$1.5M	NEW	34k	43.52	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	1.1	$1.4M	NEW	83k	17.12	View chart
Bank Montreal Medium 2x Leveraged (FNGO)	1.0	$1.3M	-6%	18k	71.11	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.7	$960k	NEW	12k	83.67	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.6	$808k	NEW	32k	25.13	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.5	$703k	NEW	18k	39.21	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.5	$672k	-24%	14k	49.78	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.5	$656k	-45%	11k	58.19	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.5	$637k	-66%	5.1k	124.56	View chart
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT)	0.2	$316k	-76%	25k	12.50	View chart
Visa Com Cl A (V)	0.2	$279k		1.0k	274.95	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$264k	-16%	5.2k	50.74	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$262k	-16%	4.4k	59.87	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 Q3 filed Nov. 8, 2024
Client First Investment Management 2024 Q2 filed Aug. 13, 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