Clientfirst Wealth Management, LLC Portfolio Holdings

Clientfirst Wealth Management, LLC

  • $87.5 Million
  • Q1 2025

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.

Portfolio value $87.5 Million
Consumer Cyclical: $41.2 Million
ETFs: $41.2 Million
Technology: $3.56 Million
Financial Services: $608,000
Industrials: $272,000
Real Estate: $264,000
Consumer Defensive: $207,000
Communication Services: $205,000
Other: $0

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.19B
$40.5 Million 46.32% of portfolio
113,201
Q4 2024 Reduced 23.73%

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $87.5 Million
  • Prior Value $98.1 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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