Client First Investment Management LLC Portfolio Holdings

Client First Investment Management LLC

  • $156 Billion
  • Q4 2024

Client First Investment Management LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $156 Billion distributed in 23 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 $74.8B, Proshares Ultra S&P 500 with a value of $35.9B, Pacer Fds Tr Pacific Asset Flt with a value of $6.46B, Ea Series Trust with a value of $6.18B, and Proshares Ultra Semiconductors with a value of $4.5B.

Examining the 13F form we can see an increase of $24.9B in the current position value, from $131B to 156B.

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 $156 Billion
ETFs: $67.5 Billion
Healthcare: $1.9 Billion
Technology: $1.85 Billion
Financial Services: $321 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$74.8 Billion 48.11% of portfolio
-
Q4 2024 Added 7.54%
$0
$35.9 Billion 23.07% of portfolio
388,008
Q4 2024 Added 15.93%
$0
$6.46 Billion 4.15% of portfolio
135,946
Q4 2024 Added 10.0%
Ea Series Trust
-
$6.18 Billion 3.97% of portfolio
-
Q4 2024 Added 38.4%
$0
$4.5 Billion 2.89% of portfolio
69,012
Q4 2024 Added 58.06%
$0
$4.12 Billion 2.65% of portfolio
83,718
Q4 2024 Added 20.67%
$0
$3.62 Billion 2.33% of portfolio
42,595
Q4 2024 Added 271.2%
$0
$3.27 Billion 2.1% of portfolio
35,262
Q4 2024 Added 99.86%
$0
$3.21 Billion 2.06% of portfolio
87,644
Q4 2024 New
$764B
$1.9 Billion 1.22% of portfolio
2,457
Q4 2024 Added 0.16%
$3.3T
$1.85 Billion 1.19% of portfolio
4,400
Q4 2023 New
$0
$1.71 Billion 1.1% of portfolio
18,726
Q4 2024 Added 13.15%
$0
$1.72 Billion 1.1% of portfolio
39,826
Q4 2024 New
Roundhill ETF Trust
-
$1.58 Billion 1.02% of portfolio
-
Q4 2024 Reduced 16.29%
$0
$911 Million 0.59% of portfolio
36,037
Q4 2024 New
$0
$747 Million 0.48% of portfolio
8,954
Q4 2024 New
$0
$708 Million 0.46% of portfolio
14,298
Q4 2024 Added 5.89%
-
$363 Million 0.23% of portfolio
-
Q4 2024 New
-
$327 Million 0.21% of portfolio
-
Q4 2024 New
$549B
$321 Million 0.21% of portfolio
1,015
Q4 2023 New
$0
$292 Million 0.19% of portfolio
5,788
Q4 2024 Added 11.35%
$0
$291 Million 0.19% of portfolio
4,874
Q4 2024 Added 11.38%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $156 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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