Clientfirst Wealth Management

Clientfirst Wealth Management as of March 31, 2025

Portfolio Holdings for Clientfirst Wealth Management

Clientfirst Wealth Management holds 46 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
Dillards Cl A (DDS) 46.0 $41M 113k 358.13
Ishares Tr Rus 1000 Grw Etf (IWF) 11.6 $10M 28k 361.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.0 $4.4M 8.0k 559.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.0 $3.5M 6.9k 513.91
Apple (AAPL) 3.6 $3.2M 14k 222.13
Ishares Tr Rus 1000 Val Etf (IWD) 3.1 $2.7M 15k 188.16
Ishares Tr Russell 2000 Etf (IWM) 2.6 $2.3M 12k 199.49
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.3 $2.0M 3.7k 533.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $2.0M 39k 50.83
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 2.1 $1.8M 10k 184.19
Ishares Tr Core S&p500 Etf (IVV) 1.5 $1.3M 2.4k 561.90
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $956k 12k 82.73
Ishares Tr Msci India Etf (INDA) 1.0 $907k 18k 51.48
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $883k 5.1k 173.23
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $775k 4.1k 190.58
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $753k 25k 30.73
Spdr Ser Tr Dj Reit Etf (RWR) 0.7 $620k 6.3k 99.12
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $506k 11k 45.26
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $504k 6.4k 78.28
Ishares Tr Msci Eafe Etf (EFA) 0.5 $429k 5.3k 81.73
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $428k 5.4k 78.85
Ark Etf Tr Genomic Rev Etf (ARKG) 0.5 $424k 20k 20.76
Tesla Motors (TSLA) 0.5 $402k 1.6k 259.16
Palantir Technologies Cl A (PLTR) 0.4 $387k 4.6k 84.40
JPMorgan Chase & Co. (JPM) 0.4 $369k 1.5k 245.30
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $367k 2.4k 150.98
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $360k 4.3k 83.28
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $346k 4.8k 71.97
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $322k 7.0k 45.97
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $315k 6.7k 46.81
Ishares Tr Select Divid Etf (DVY) 0.3 $307k 2.3k 134.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $302k 1.1k 274.84
Invesco Db Commdy Indx Trck Unit (DBC) 0.3 $287k 13k 22.50
Amazon (AMZN) 0.3 $282k 1.5k 190.26
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $274k 1.6k 172.26
Caterpillar (CAT) 0.3 $273k 827.00 329.80
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $270k 2.3k 119.73
Simon Property (SPG) 0.3 $265k 1.6k 166.08
Spdr Ser Tr S&p Biotech (XBI) 0.3 $256k 3.2k 81.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $243k 8.7k 27.96
Sprott Physical Gold Tr Unit (PHYS) 0.3 $241k 10k 24.06
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $230k 2.5k 92.83
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $223k 4.6k 48.82
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $215k 841.00 255.53
Wal-Mart Stores (WMT) 0.2 $208k 2.4k 87.79
Meta Platforms Cl A (META) 0.2 $205k 356.00 576.36