Clientfirst Wealth Management

Clientfirst Wealth Management as of Dec. 31, 2024

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