Client First Investment Management as of March 31, 2025
Portfolio Holdings for Client First Investment Management
Client First Investment Management holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Series Portfolios Tr Adaptiv Select (ADPV) | 50.8 | $75M | 2.2M | 34.39 | |
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 24.1 | $36M | 319k | 111.49 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 10.8 | $16M | 174k | 91.73 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 5.1 | $7.5M | 251k | 29.82 | |
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 2.1 | $3.0M | 62k | 48.67 | |
| Proshares Tr Ultra Communictn (LTL) | 1.5 | $2.2M | 27k | 81.68 | |
| Eli Lilly & Co. (LLY) | 1.4 | $2.0M | 2.5k | 825.93 | |
| Microsoft Corporation (MSFT) | 1.1 | $1.7M | 4.4k | 375.39 | |
| Global X Fds Gb Msci Ar Etf (ARGT) | 1.0 | $1.5M | 18k | 80.77 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 1.0 | $1.5M | 126k | 11.60 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.4 | $534k | 11k | 49.73 | |
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $503k | 5.2k | 96.45 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $279k | 5.5k | 50.63 | |
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $277k | 4.6k | 59.84 |
