Clientfirst Wealth Management, LLC Portfolio Holdings by Sector

Clientfirst Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Department Stores \| Consumer Cyclical DDS 1 stocks	$66,425 54.5% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs IWF SPY VOO IWD IWM VEA MDY VOOV 30 stocks	$46,619 38.25% of portfolio	3	5	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,667 3.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs RWR VTI 2 stocks	$987 0.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR 1 stocks	$835 0.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$733 0.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$474 0.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$394 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$326 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts

Internet Retail \| Consumer Cyclical AMZN 1 stocks	$324 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$298 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PHYS 1 stocks	$296 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$261 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$234 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Clientfirst Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Clientfirst Wealth Management, LLC with notifications on news.