Client First Investment Management LLC Portfolio Holdings

Client First Investment Management LLC

  • $163 Billion
  • Q2 2025

Client First Investment Management LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 26 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 $81.3B, Ea Series Trust with a value of $26.8B, Proshares Ultra S&P 500 with a value of $14B, Proshares Ultra Semiconductors with a value of $8.68B, and Proshares Ultra Qqq with a value of $3.67B.

Examining the 13F form we can see an increase of $15.6B in the current position value, from $147B to 163B.

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 $163 Billion
ETFs: $34.8 Billion
Technology: $2.19 Billion
Healthcare: $1.92 Billion
Financial Services: $360 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$2.19 Billion 1.34% of portfolio
4,400
Q4 2023 New
$738B
$1.92 Billion 1.18% of portfolio
2,466
Q2 2025 Added 0.2%
$575B
$360 Million 0.22% of portfolio
1,015
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $163 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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