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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, BOXX, USD, SSO, NUGT, and represent 73.54% of Client First Investment Management's stock portfolio.
Added to shares of these 10 stocks: NUGT (+$7.7M), UWM (+$5.0M), TARK, XPP, JNUG, ADPV, UFO, UBT, AAPU, SH.
Started 21 new stock positions in LEMB, WGMI, NUGT, UFO, JNUG, SGOL, FNGS, SH, UWM, Proshares Tr. DAPP, FLRT, VOO, TARK, AAPU, MAGS, XPP, EUFN, UBT, CWB, XXRP.
Reduced shares in these 10 stocks: BOXX (-$8.4M), SSO (-$5.9M), , QTUM, GREK, NUKZ, NVDL, TSMX, BITU, .
Sold out of its positions in QTUM, NUKZ, GREK, IGOV, IAI, QLD, BITU, IBND.
Client First Investment Management was a net buyer of stock by $12M.
Client First Investment Management has $196M in assets under management (AUM), dropping by 20.26%.
Central Index Key (CIK): 0002018284

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Portfolio Holdings for Client First Investment Management

Client First Investment Management holds 39 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Series Portfolios Tr Adaptiv Select (ADPV)	49.2	$97M	+3%	2.3M	42.47	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	9.5	$19M	-31%	164k	113.86	View chart
Proshares Tr Pshs Ult Semicdt (USD)	5.6	$11M	-4%	112k	99.02	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	5.2	$10M	-36%	91k	112.13	View chart
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT)	3.9	$7.7M	NEW	50k	154.44	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	2.6	$5.0M	NEW	109k	46.36	View chart
Investment Managers Ser Tr I Tradr 2x Long In (TARK)	2.2	$4.3M	NEW	52k	82.10	View chart
Proshares Tr Ult Ftse Chin 50 (XPP)	2.0	$3.8M	NEW	126k	30.59	View chart
Roundhill Etf Trust Daily 2x Long Ma (MAGX)	1.9	$3.7M		66k	56.36	View chart
Direxion Shs Etf Tr Daily Jr Gld Min (JNUG)	1.9	$3.7M	NEW	23k	163.01	View chart
Procure Etf Trust Ii Space Etf (UFO)	1.3	$2.6M	NEW	74k	35.67	View chart
Proshares Tr Ultra 20yr Tre (UBT)	1.2	$2.3M	NEW	135k	17.27	View chart
Microsoft Corporation (MSFT)	1.2	$2.3M		4.4k	517.95	View chart
Direxion Shs Etf Tr Daily Avgo Bull (AVL)	1.1	$2.1M	+78%	40k	52.34	View chart
Direxion Shs Etf Tr Dly Aapl Bull 2x (AAPU)	1.0	$2.0M	NEW	62k	32.32	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	1.0	$1.9M	-46%	21k	93.62	View chart
Themes Etf Tr Global Systemica (GSIB)	0.9	$1.9M	+2%	39k	48.18	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.9	$1.8M	NEW	49k	36.96	View chart
Eli Lilly & Co. (LLY)	0.9	$1.7M	-7%	2.3k	763.11	View chart
Bank Montreal Que 2x Leveraged (FNGO)	0.8	$1.5M		12k	125.34	View chart
Vaneck Etf Trust Digi Transfrm (DAPP)	0.7	$1.4M	NEW	65k	21.75	View chart
Direxion Shs Etf Tr Daily Tsm Bull (TSMX)	0.5	$993k	-58%	21k	47.04	View chart
Valkyrie Etf Trust Ii Coinshares Bitcn (WGMI)	0.5	$897k	NEW	20k	44.24	View chart
Global X Fds Global X Uranium (URA)	0.4	$864k	-15%	18k	47.67	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.4	$841k	NEW	25k	34.34	View chart
Proshares Tr Ultra Xrp Etf	0.4	$688k	NEW	24k	28.68	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.4	$687k	-15%	7.5k	91.74	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.3	$578k	NEW	6.4k	90.50	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.3	$562k	NEW	14k	41.21	View chart
Listed Fds Tr Teucrium 2x Long (XXRP)	0.3	$560k	NEW	17k	32.30	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.3	$546k	NEW	12k	47.39	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$479k	+18%	1.7k	281.86	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$461k	NEW	13k	36.81	View chart
Visa Com Cl A (V)	0.2	$347k		1.0k	341.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$287k	NEW	468.00	612.38	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$243k	NEW	3.7k	64.86	View chart
Bank Montreal Medium NT LKD 38 (FNGS)	0.1	$220k	NEW	3.1k	69.98	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$219k	-14%	4.3k	50.73	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$218k	-14%	3.6k	59.91	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 2025 Q3 filed Oct. 15, 2025
Client First Investment Management 2025 Q2 filed July 9, 2025
Client First Investment Management 2025 Q1 filed April 14, 2025
Client First Investment Management 2024 Q4 filed Jan. 15, 2025
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

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