Clientfirst Wealth Management, LLC Portfolio Holdings by Sector
Clientfirst Wealth Management, LLC
- $96.8 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Department Stores | Consumer Cyclical
DDS 1 stocks |
$45,243
46.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
IWF SPY VOO IWD IWM VEA MDY VOOV 32 stocks |
$44,132
45.6% of portfolio
|
  3  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,954
3.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
RWR VTI 2 stocks |
$936
0.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR 1 stocks |
$624
0.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$524
0.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$436
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$324
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$321
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$276
0.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$262
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
SPG 1 stocks |
$256
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PHYS 1 stocks |
$253
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$231
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|