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

Clientfirst Wealth Management

Latest statistics and disclosures from Clientfirst Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DDS, IWF, SPY, VOO, AAPL, and represent 72.94% of Clientfirst Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWM, INDA, PLTR, TSLA, FBTC, IBIT, XLU, VEA, CAT, XBI.
Started 16 new stock positions in IWO, WMT, IBIT, TSLA, IVW, NVDA, XBI, CAT, SPG, ARKG. META, PHYS, FBTC, XLU, PLTR, GDX.
Reduced shares in these 10 stocks: DDS (-$15M), PFF, RSP, IEF, SHY, AAPL, VOO, AMZN, IWF, MDY.
Sold out of its position in IEF.
Clientfirst Wealth Management was a net seller of stock by $-9.3M.
Clientfirst Wealth Management has $99M in assets under management (AUM), dropping by 20.18%.
Central Index Key (CIK): 0001915494

Tip: Access up to 7 years of quarterly data

Positions held by Clientfirst Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Clientfirst Wealth Management

Clientfirst Wealth Management holds 47 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dillards Cl A (DDS)	49.4	$49M	-23%	113k	431.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	11.5	$11M		28k	401.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.7	$4.6M		7.9k	586.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.7	$3.7M		6.9k	538.81	View chart
Apple (AAPL)	3.6	$3.6M	-2%	14k	250.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.7	$2.7M		15k	185.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.5	$2.5M	+93%	11k	220.96	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	2.2	$2.1M		3.7k	569.58	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.9	$1.8M		10k	184.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$1.8M	+21%	37k	47.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$1.4M		2.4k	588.68	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$947k	-12%	12k	81.98	View chart
Ishares Tr Msci India Etf (INDA)	0.9	$928k	+105%	18k	52.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$893k	-20%	5.1k	175.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$776k		4.1k	190.88	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.8	$773k	-24%	25k	31.44	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.6	$618k		6.3k	98.86	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$497k		6.4k	77.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$492k		11k	44.04	View chart
Palantir Technologies Cl A (PLTR)	0.5	$446k	NEW	5.9k	75.63	View chart
Tesla Motors (TSLA)	0.4	$424k	NEW	1.1k	403.84	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$399k	+59%	2.4k	164.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$397k		5.3k	75.61	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$393k		4.3k	90.93	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.4	$392k	NEW	4.8k	81.58	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$383k	NEW	7.2k	53.05	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$373k	NEW	4.9k	75.69	View chart
JPMorgan Chase & Co. (JPM)	0.4	$361k		1.5k	239.71	View chart
Amazon (AMZN)	0.3	$325k	-8%	1.5k	219.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$319k		1.1k	289.81	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$302k		1.6k	189.98	View chart
Caterpillar (CAT)	0.3	$300k	NEW	827.00	362.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$300k		2.3k	131.29	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.3	$284k	NEW	3.2k	90.06	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$282k		2.3k	124.96	View chart
Simon Property (SPG)	0.3	$274k	NEW	1.6k	172.21	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.3	$273k		13k	21.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$251k	NEW	2.5k	101.53	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$242k	NEW	842.00	287.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$238k	+200%	8.7k	27.32	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$237k	NEW	7.0k	33.91	View chart
NVIDIA Corporation (NVDA)	0.2	$235k	NEW	1.8k	134.29	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.2	$228k	NEW	9.7k	23.55	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$225k		4.6k	49.05	View chart
Meta Platforms Cl A (META)	0.2	$208k	NEW	356.00	585.51	View chart
Wal-Mart Stores (WMT)	0.2	$206k	NEW	2.3k	90.35	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.2	$201k	NEW	10k	20.14	View chart

Past Filings by Clientfirst Wealth Management

SEC 13F filings are viewable for Clientfirst Wealth Management going back to 2021

Clientfirst Wealth Management 2024 Q4 filed Jan. 28, 2025
Clientfirst Wealth Management 2023 Q3 filed Nov. 8, 2023
Clientfirst Wealth Management 2023 Q2 filed July 20, 2023
Clientfirst Wealth Management 2023 Q1 filed April 21, 2023
Clientfirst Wealth Management 2022 Q4 filed Feb. 14, 2023
Clientfirst Wealth Management 2022 Q3 filed Nov. 14, 2022
Clientfirst Wealth Management 2022 Q2 filed Aug. 15, 2022
Clientfirst Wealth Management 2022 Q1 filed May 13, 2022
Clientfirst Wealth Management 2021 Q4 filed April 1, 2022

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