Clientfirst Wealth Management, LLC Portfolio Holdings

Clientfirst Wealth Management, LLC

  • $82.6 Million
  • Q3 2023

Clientfirst Wealth Management, LLC has filed its 13F form on November 07, 2023 for Q3 2023 where it was disclosed a total value porftolio of $82.6 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dillard'S, Inc. with a value of $49.1M, Ishares Russell 1000 Gr ETF with a value of $7.54M, Spdr S&P 500 ETF Trust with a value of $3.36M, Vanguard Index Fds S&P 500 ETF with a value of $2.74M, and Apple Inc. with a value of $2.49M.

Examining the 13F form we can see an decrease of $2.44M in the current position value, from $85.1M to 82.6M.

Clientfirst Wealth Management, LLC is based out at Little Rock, AR

Below you can find more details about Clientfirst Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $82.6 Million
Consumer Cyclical: $49.3 Million
ETFs: $30.6 Million
Technology: $2.49 Million
Financial Services: $218,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.99T
$2.49 Million 3.02% of portfolio
14,572
Q1 2023 Reduced 3.7%
$676B
$218,000 0.26% of portfolio
1,504
Q2 2023 New
$2.25T
$205,000 0.25% of portfolio
1,620
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $82.6 Million
  • Prior Value $85.1 Million
  • Filing
  • Period Q3 2023
  • Filing Date November 07, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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