Client First Capital LLC Portfolio Holdings

Client First Capital LLC

  • $181 Million
  • Q3 2024

Client First Capital LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $181 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $34.1M, Invesco Qqq Trust, Series 1 with a value of $29.8M, Ishares Core S&P 500 ETF with a value of $19.5M, Spdr Bloomberg 1 3 Month T Bil with a value of $17M, and Spdr Gold Trust with a value of $16M.

Examining the 13F form we can see an increase of $14.6M in the current position value, from $166M to 181M.

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

Portfolio value $181 Million
ETFs: $180 Million
Industrials: $260,000
Technology: $17,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$378M
$17,000 0.01% of portfolio
11,923
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $181 Million
  • Prior Value $166 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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