Clientfirst Wealth Management, LLC Portfolio Holdings by Sector
Clientfirst Wealth Management, LLC
- $87.5 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Department Stores | Consumer Cyclical
DDS 1 stocks |
$40,540
46.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
IWF SPY VOO IWD IWM MDY VEA VOOV 31 stocks |
$40,268
46.01% of portfolio
|
  5  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,170
3.62% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
RWR VTI 2 stocks |
$921
1.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$401
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR 1 stocks |
$386
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$368
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$281
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$272
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
SPG 1 stocks |
$264
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PHYS 1 stocks |
$240
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$207
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$205
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|