Client First Capital LLC Portfolio Holdings

Client First Capital LLC

  • $194 Million
  • Q4 2024

Client First Capital LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $194 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $38.8M, Ishares Tr with a value of $33.4M, Ishares Core S&P 500 ETF with a value of $27.6M, Spdr Gold Trust with a value of $16.7M, and Ishares Msci Usa Quality Facto with a value of $14.2M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $181M to 194M.

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

Portfolio value $194 Million
ETFs: $193 Million
Industrials: $249,000
Financial Services: $217,000

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

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

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $194 Million
  • Prior Value $181 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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