CW

Clientfirst Wealth Management, LLC

13F
Clientfirst Wealth Management, LLC
Last update 2025-05-01 46 Stocks (0 new)
Value $88.00 Mil Turnover 1 %
Countries:
Top Holdings: DDS(45.96%)IWF(11.57%)SPY(5.04%)VOO(4.00%)AAPL(3.59%)
Summary Stock Picks Current Portfolio
Clientfirst Wealth Management,... Top Holdings of 2025-03-31 View Full List
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
113,201
40,540.7
0%
45.960
0%
0.720
+53.49%
+14.71%
7,734.6
Retail - Cyclical
IWF
iShares Russell 1000 Growth ETF
28,264
10,205.9
0%
11.570
0%
0.010
+25.04%
+8.94%
113,994.5
 
SPY
SPDR S&P 500 ETF Trust
7,950
4,447.1
+1.13%
5.040
+0.06%
0.000
+18.80%
+8.86%
654,366.5
 
VOO
Vanguard S&P 500 ETF
6,870
3,530.6
0%
4.000
0%
0.000
+18.82%
+8.89%
663,622.4
 
AAPL
Apple Inc
14,272
3,170.2
0%
3.590
0%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
IWD
iShares Russell 1000 Value ETF
14,479
2,724.4
-0.01%
3.090
0%
0.000
+12.00%
+8.45%
63,002.5
 
IWM
iShares Russell 2000 ETF
11,573
2,308.7
+2.05%
2.620
+0.05%
0.000
+19.48%
+3.10%
65,690.6
 
MDY
S&P MidCap 400 ETF
3,741
1,995.8
0%
2.260
0%
0.010
+15.90%
+3.83%
23,457.2
 
VEA
Vanguard FTSE Developed Markets ETF
38,712
1,967.7
+5.45%
2.230
+0.12%
0.000
+14.16%
+23.88%
163,588.6
 
VOOV
Vanguard S&P 500 Value ETF
10,005
1,842.8
0%
2.090
0%
0.030
+12.00%
+5.75%
5,387.3
 

Clientfirst Wealth Management, LLC's Historical Top Holdings Breakdowns

Clientfirst Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ARKG
ARK Genomic Revolution ETF
2025-03-31
Add
Add
+0.25%
●
20.76 ($25.12) 29.81
$26.55
5.69%
Add 111.17%
20,420
10,750
NVDA
NVIDIA Corp
2025-03-31
Sold Out
Sold Out
-0.24%
●
106.98 ($126.74) 149.43
$170.78
34.75%
Sold Out
0
-1,750
TSLA
Tesla Inc
2025-03-31
Add
Add
+0.15%
●
222.15 ($333.26) 428.22
$332.56
-0.21%
Add 47.62%
1,550
500
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.12%
●
47.4 ($50.6) 52.99
$58.50
15.61%
Add 5.45%
38,712
2,000
PLTR
Palantir Technologies Inc
2025-03-31
Reduce
Reduce
-0.10%
●
64.98 ($87.82) 124.62
$154.63
76.08%
Reduce -22.37%
4,580
-1,320
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.06%
●
551.42 ($587.78) 612.93
$634.21
7.90%
Add 1.13%
7,950
89
IWM
iShares Russell 2000 ETF
2025-03-31
Add
Add
+0.05%
●
198.1 ($216.92) 229.79
$226.68
4.50%
Add 2.05%
11,573
233
XLU
Utilities Select Sector SPDR ETF
2025-03-31
Add
Add
+0.04%
●
74.7 ($78.14) 80.27
$84.41
8.02%
Add 10.15%
5,424
500
IBIT
ISHARES BITCOIN TR
2025-03-31
Reduce
Reduce
-0.03%
●
44.91 ($52.94) 60.42
$67.29
27.11%
Reduce -6.91%
6,726
-499
WMT
Walmart Inc
2025-03-31
Add
Add
+0.01%
●
84.5 ($93.81) 105.05
$95.68
1.99%
Add 3.73%
2,365
85

Clientfirst Wealth Management, LLC Total Holding History ($B)

To

Clientfirst Wealth Management, LLC's Asset Allocation

To

Clientfirst Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Clientfirst Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Clientfirst Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Clientfirst Wealth Management, LLC's Holdings Heat Map

Size field:

Clientfirst Wealth Management, LLC's Holdings Bubble Chart

Clientfirst Wealth Management, LLC News

  • 1

Discussions on Clientfirst Wealth Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.