Client First Investment Management LLC Portfolio Holdings

Client First Investment Management LLC

  • $131 Billion
  • Q3 2024

Client First Investment Management LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 24 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 $62.5B, Proshares Ultra S&P 500 with a value of $30.2B, Pacer Fds Tr Pacific Asset Flt with a value of $5.87B, Proshares Ultra Semiconductors with a value of $5.24B, and Ea Series Trust with a value of $4.41B.

Examining the 13F form we can see an increase of $1.96B in the current position value, from $129B to 131B.

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 $131 Billion
ETFs: $57 Billion
Healthcare: $2.17 Billion
Technology: $1.89 Billion
Financial Services: $279 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $131 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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