Client First Investment Management

Client First Investment Management as of Dec. 31, 2024

Portfolio Holdings for Client First Investment Management

Client First Investment Management holds 23 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
Series Portfolios Tr Adaptiv Select (ADPV) 48.1 $75M 2.1M 35.59
Proshares Tr Pshs Ult S&p 500 (SSO) 23.1 $36M 388k 92.51
Pacer Fds Tr Pac Asset Fltg (FLRT) 4.2 $6.5M 136k 47.54
Ea Series Trust Alpha Arch 1-3 (BOXX) 4.0 $6.2M 56k 110.28
Proshares Tr Pshs Ult Semicdt (USD) 2.9 $4.5M 69k 65.14
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 2.6 $4.1M 84k 49.16
Ishares Tr Conv Bd Etf (ICVT) 2.3 $3.6M 43k 84.97
Bank Montreal Medium 2x Leveraged (FNGO) 2.1 $3.3M 35k 92.86
Proshares Tr Pshs Ultsh 20yrs (TBT) 2.1 $3.2M 88k 36.62
Eli Lilly & Co. (LLY) 1.2 $1.9M 2.5k 771.90
Microsoft Corporation (MSFT) 1.2 $1.9M 4.4k 421.50
Tidal Etf Tr Sofi Social 50 (SFYF) 1.1 $1.7M 40k 43.13
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.1 $1.7M 19k 91.43
Roundhill Etf Trust Daily 2x Long Ma (MAGX) 1.0 $1.6M 34k 46.23
The Alger Etf Trust 35 Etf (ATFV) 0.6 $911k 36k 25.29
Proshares Tr Ultra Bitcoin Et (BITU) 0.5 $754k 15k 49.42
Proshares Tr Ultra Communictn (LTL) 0.5 $747k 9.0k 83.47
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.5 $708k 14k 49.55
Direxion Shs Etf Tr Dly Aapl Bull 2x (AAPU) 0.2 $363k 9.7k 37.64
Direxion Shs Etf Tr Daily Tsla 2x Sh (TSLL) 0.2 $327k 12k 27.53
Visa Com Cl A (V) 0.2 $321k 1.0k 316.04
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $292k 5.8k 50.37
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $291k 4.9k 59.77