Clientfirst Wealth Management

Clientfirst Wealth Management as of June 30, 2025

Portfolio Holdings for Clientfirst Wealth Management

Clientfirst Wealth Management holds 48 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dillards Cl A (DDS) 46.2 $45M 108k 417.83
Ishares Tr Rus 1000 Grw Etf (IWF) 12.3 $12M 28k 424.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.0 $4.9M 8.0k 617.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.0 $3.9M 6.9k 568.03
Apple (AAPL) 3.0 $3.0M 14k 205.17
Ishares Tr Rus 1000 Val Etf (IWD) 2.9 $2.8M 15k 194.23
Ishares Tr Russell 2000 Etf (IWM) 2.5 $2.4M 11k 215.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $2.2M 39k 57.01
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.2 $2.1M 3.7k 566.48
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.9 $1.9M 10k 188.71
Ishares Tr Core S&p500 Etf (IVV) 1.5 $1.5M 2.4k 620.90
Ishares Tr Msci India Etf (INDA) 1.0 $981k 18k 55.68
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $958k 12k 82.86
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $926k 5.1k 181.74
Ishares Tr S&p 500 Val Etf (IVE) 0.8 $795k 4.1k 195.42
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $752k 25k 30.68
Palantir Technologies Cl A (PLTR) 0.6 $624k 4.6k 136.32
Spdr Series Trust Dj Reit Etf (RWR) 0.6 $603k 6.3k 96.44
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $601k 9.8k 61.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $553k 11k 49.46
Tesla Motors (TSLA) 0.5 $524k 1.7k 317.66
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $507k 6.4k 78.70
Ishares Tr Msci Eafe Etf (EFA) 0.5 $469k 5.3k 89.39
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $459k 4.9k 93.99
JPMorgan Chase & Co. (JPM) 0.4 $436k 1.5k 289.91
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $402k 4.9k 81.66
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $393k 4.3k 90.98
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $364k 7.0k 52.06
Ark Etf Tr Genomic Rev Etf (ARKG) 0.4 $361k 15k 24.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $334k 1.1k 303.93
Amazon (AMZN) 0.3 $325k 1.5k 219.39
Caterpillar (CAT) 0.3 $321k 827.00 388.21
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $307k 1.6k 192.71
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $305k 1.9k 157.76
Ishares Tr Select Divid Etf (DVY) 0.3 $304k 2.3k 132.81
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $279k 2.3k 123.58
Invesco Db Commdy Indx Trck Unit (DBC) 0.3 $279k 13k 21.81
NVIDIA Corporation (NVDA) 0.3 $277k 1.8k 157.99
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $272k 2.5k 110.10
Meta Platforms Cl A (META) 0.3 $263k 356.00 738.09
Spdr Series Trust S&p Biotech (XBI) 0.3 $261k 3.2k 82.93
Simon Property (SPG) 0.3 $256k 1.6k 160.76
Sprott Physical Gold Tr Unit (PHYS) 0.3 $254k 10k 25.35
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $240k 841.00 285.86
Wal-Mart Stores (WMT) 0.2 $231k 2.4k 97.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $231k 8.7k 26.50
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $227k 4.6k 49.51
Ark Etf Tr Innovation Etf (ARKK) 0.2 $211k 3.0k 70.29