Clientfirst Wealth Management, LLC Portfolio Holdings

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.