Clientfirst Wealth Management, LLC Portfolio Holdings

Clientfirst Wealth Management, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $87.5 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dillard'S, Inc. with a value of $40.5M, Ishares Russell 1000 Gr ETF with a value of $10.2M, Spdr S&P 500 ETF Trust with a value of $4.45M, Vanguard Index Fds S&P 500 ETF with a value of $3.53M, and Apple Inc. with a value of $3.17M.

Examining the 13F form we can see an decrease of $10.5M in the current position value, from $98.1M to 87.5M.

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.