Client First Investment Management LLC Portfolio Holdings

Client First Investment Management LLC

  • $126 Billion
  • Q1 2024

Client First Investment Management LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Series Portfolios Tr Adaptiv S with a value of $55.6B, Proshares Ultra S&P 500 with a value of $28.2B, Ea Series Trust with a value of $9.39B, Pacer Fds Tr Pacific Asset Flt with a value of $4.45B, and Proshares Ultra Russell 2000 with a value of $4.12B.

Examining the 13F form we can see an increase of $23B in the current position value, from $103B to 126B.

Client First Investment Management LLC is based out at West Bend, WI

Below you can find more details about Client First Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $52.6 Billion
Healthcare: $1.9 Billion
Technology: $1.85 Billion
Financial Services: $283 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$55.6 Billion 44.15% of portfolio
-
Q1 2024 Added 2.37%
$0
$28.2 Billion 22.37% of portfolio
363,412
Q1 2024 Added 68.6%
Ea Series Trust
-
$9.39 Billion 7.45% of portfolio
-
Q1 2024 New
$0
$4.45 Billion 3.53% of portfolio
93,576
Q1 2024 New
$0
$4.12 Billion 3.27% of portfolio
100,805
Q1 2024 Reduced 14.99%
$0
$4.03 Billion 3.2% of portfolio
59,023
Q1 2024 New
$0
$3.63 Billion 2.88% of portfolio
32,537
Q1 2024 New
$0
$2.21 Billion 1.76% of portfolio
24,082
Q1 2024 Reduced 80.79%
$869B
$1.9 Billion 1.51% of portfolio
2,446
Q1 2024 Added 0.2%
$3.49T
$1.85 Billion 1.47% of portfolio
4,400
Q4 2023 New
$3.31B
$1.58 Billion 1.26% of portfolio
74,622
Q1 2024 New
$0
$1.46 Billion 1.16% of portfolio
101,104
Q1 2024 Reduced 41.01%
$0
$1.38 Billion 1.09% of portfolio
40,084
Q1 2024 New
$0
$1.28 Billion 1.02% of portfolio
48,932
Q1 2024 New
Direxion Shs ETF Tr
-
$1.07 Billion 0.85% of portfolio
-
Q1 2024 New
Graniteshares ETF Tr
-
$943 Million 0.75% of portfolio
-
Q1 2024 New
$0
$809 Million 0.64% of portfolio
16,281
Q1 2024 Reduced 17.31%
$0
$363 Million 0.29% of portfolio
3,656
Q1 2024 Reduced 91.03%
$0
$273 Million 0.22% of portfolio
5,407
Q1 2024 Added 10.75%
$442B
$283 Million 0.22% of portfolio
1,015
Q4 2023 New
$0
$268 Million 0.21% of portfolio
4,503
Q1 2024 Added 10.12%

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $126 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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