Filer Name: CLIENTFIRST WEALTH MANAGEMENT, LLC
CIK: 1915494
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 47
Portfolio Value: $0.10B

Clientfirst Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DDS US DILLARDS INC-CL A 113,201 $49M 49.44% - -
IWF US ISHARES RUSSELL 1000 GROWTH 28,264 $11M 11.48% - -
SPY US SPDR S&P 500 ETF TRUST 7,861 $5M 4.66% - -
VOO US VANGUARD S&P 500 ETF 6,870 $4M 3.74% - -
AAPL US APPLE INC 14,272 $4M 3.62% - -
IWD US ISHARES RUSSELL 1000 VALUE E 14,480 $3M 2.71% - -
IWM US ISHARES RUSSELL 2000 ETF 11,340 $3M 2.53% - -
MDY US SPDR S&P MIDCAP 400 ETF TRST 3,741 $2M 2.16% - -
VOOV US VANGUARD S&P 500 VALUE ETF 10,005 $2M 1.87% - -
VEA US VANGUARD FTSE DEVELOPED ETF 36,712 $2M 1.78% - -
IVV US ISHARES CORE S&P 500 ETF 2,391 $1M 1.42% - -
SHY US ISHARES 1-3 YEAR TREASURY BO 11,556 $1M 0.96% - -
INDA US ISHARES MSCI INDIA ETF 17,620 $1M 0.94% - -
RSP US INVESCO S&P 500 EQUAL WEIGHT 5,096 $1M 0.90% - -
IVE US ISHARES S&P 500 VALUE ETF 4,066 $1M 0.79% - -
PFF US ISHARES PREFERRED & INCOME S 24,594 $1M 0.78% - -
RWR US SPDR DOW JONES REIT ETF 6,252 $1M 0.63% - -
BSV US VANGUARD SHORT-TERM BOND ETF 6,437 $0M 0.50% - -
VWO US VANGUARD FTSE EMERGING MARKE 11,180 $0M 0.50% - -
PLTR US PALANTIR TECHNOLOGIES INC-A 5,900 $0M 0.45% - -
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