Clientfirst Wealth Management, LLC Portfolio Holdings

Clientfirst Wealth Management, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $98.1 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dillard'S, Inc. with a value of $48.9M, Ishares Russell 1000 Gr ETF with a value of $11.4M, Spdr S&P 500 ETF Trust with a value of $4.61M, Vanguard Index Fds S&P 500 ETF with a value of $3.7M, and Apple Inc. with a value of $3.57M.

Examining the 13F form we can see an increase of $15.4M in the current position value, from $82.6M to 98.1M.

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.