Client First Investment Management LLC Portfolio Holdings

Client First Investment Management LLC

  • $129 Billion
  • Q2 2024

Client First Investment Management LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 25 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 $58.2B, Proshares Ultra S&P 500 with a value of $25.6B, Pacer Fds Tr Pacific Asset Flt with a value of $8.25B, Ea Series Trust with a value of $6.5B, and Proshares Ultra Qqq with a value of $4.89B.

Examining the 13F form we can see an increase of $2.81B in the current position value, from $126B to 129B.

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 $129 Billion
ETFs: $55.3 Billion
Healthcare: $2.22 Billion
Technology: $1.97 Billion
Financial Services: $266 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $129 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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