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Clientfirst Wealth Management, LLC13F | |
| Clientfirst Wealth Management, LLC | |
| Last update 2026-05-01 | 50 Stocks (2 new) |
| Value $118.00 Mil | Turnover 1 % |
Clientfirst Wealth Management,... Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DDS | Dillard's Inc | 108,101 | 61,845.7 | 0% | 52.200 | 0% | 0.690 | +4.70% | -4.63% | 9,026.0 | Retail - Cyclical | |
IWF | iShares Russell 1000 Growth ETF | 28,264 | 12,051.8 | 0% | 10.170 | 0% | 0.010 | +12.84% | +0.79% | 122,896.9 | ||
SPY | State Street SPDR S&P 500 ETF Trust | 7,950 | 5,170.2 | 0% | 4.360 | 0% | 0.000 | +13.30% | +7.47% | 769,435.9 | ||
VOO | Vanguard S&P 500 ETF | 6,920 | 4,135.1 | 0% | 3.490 | 0% | 0.000 | +12.66% | +6.88% | 968,886.7 | ||
AAPL | Apple Inc | 15,002 | 3,807.4 | +4.17% | 3.210 | +0.13% | 0.000 | +12.32% | +4.58% | 4,167,977.9 | Hardware | |
IWD | iShares Russell 1000 Value ETF | 14,479 | 3,093.7 | 0% | 2.610 | 0% | 0.000 | +14.23% | +15.41% | 77,015.6 | ||
IWM | iShares Russell 2000 ETF | 11,603 | 2,877.5 | 0% | 2.430 | 0% | 0.000 | +21.17% | +21.80% | 83,367.7 | ||
VEA | Vanguard FTSE Developed Markets ETF | 38,974 | 2,497.4 | +1.30% | 2.110 | +0.03% | 0.000 | +12.93% | +12.95% | 309,963.8 | ||
MDY |
State Street SPDR S&P MIDCAP 400 ETF Trust
State Street SPDR S&P MIDCAP 400 ETF Trust
| 3,741 | 2,307.3 | 0% | 1.950 | 0% | 0.010 | +13.56% | +15.82% | 27,475.7 | ||
VOOV | Vanguard S&P 500 Value ETF | 10,005 | 2,038.9 | 0% | 1.720 | 0% | 0.030 | +7.51% | +6.49% | 6,630.2 |
Clientfirst Wealth Management, LLC's Historical Top Holdings Breakdowns
Clientfirst Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XLE |
State Street Energy Select Sector SPDR ETF
State Street Energy Select Sector SPDR ETF
| 2026-03-31 | New Buy New Buy | +0.23% | 45.13 ($53.64) 62.56 | $53.84 | 0.37% | New holding | 4,435 | 4,435 | |
FETH |
Fidelity Ethereum Fund Beneficial Interest
Fidelity Ethereum Fund Beneficial Interest
| 2026-03-31 | Sold Out Sold Out | -0.19% | 18.52 ($23.88) 33.77 | $15.68 | -34.34% | Sold Out | 0 | -8,196 | |
BMNR | BitMine Immersion Technologies Inc | 2026-03-31 | Sold Out Sold Out | -0.18% | 17.4 ($23.56) 33.35 | $13.56 | -42.44% | Sold Out | 0 | -8,375 | |
XOM | Exxon Mobil Corp | 2026-03-31 | New Buy New Buy | +0.17% | 118.49 ($145.93) 171.47 | $136.54 | -6.43% | New holding | 1,181 | 1,181 | |
AAPL | Apple Inc | 2026-03-31 | Add Add | +0.13% | 246.63 ($260.25) 278.12 | $283.78 | 9.04% | Add 4.17% | 15,002 | 600 | |
VEA | Vanguard FTSE Developed Markets ETF | 2026-03-31 | Add Add | +0.03% | 62.03 ($66) 70.31 | $70.56 | 6.91% | Add 1.3% | 38,974 | 500 | |
TSLA | Tesla Inc | 2026-03-31 | Add Add | +0.02% | 355.28 ($411.95) 451.67 | $379.71 | -7.83% | Add 3.64% | 1,710 | 60 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2026-03-31 | Add Add | +0.01% | 52.42 ($56.02) 59.01 | $58.58 | 4.57% | Add 2.24% | 11,430 | 250 | |
MSTR | Strategy Inc | 2025-12-31 | New Buy New Buy | +0.23% | 151.95 ($228.5) 359.69 | $82.31 | -63.98% | New holding | 1,900 | 1,900 | |
FETH |
Fidelity Ethereum Fund Beneficial Interest
Fidelity Ethereum Fund Beneficial Interest
| 2025-12-31 | Reduce Reduce | -0.20% | 27.31 ($34.38) 47.21 | $15.68 | -54.39% | Reduce -41.89% | 8,196 | -5,909 |
Clientfirst Wealth Management, LLC Total Holding History ($B)
Clientfirst Wealth Management, LLC's Asset Allocation
Clientfirst Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Clientfirst Wealth Management, LLC's Hypothetical Growth since 2026-03-31
Clientfirst Wealth Management, LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Clientfirst Wealth Management, LLC's Holdings Heat Map
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Clientfirst Wealth Management, LLC's Holdings Bubble Chart
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