Clientfirst Wealth Management, LLC
- SEC CIK
- 0001915494
- Latest filing
- Jul 30, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 28, 2025. Long positions only.
- Positions
- 47
- No filing for Q3 2024
- Portfolio value
- $98.9M
- No filing for Q3 2024
Clientfirst Wealth Management, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DDSDillard's, Inc. | CL A | 113,201 | $48.9M | 49.4% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 28,264 | $11.4M | 11.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,861 | $4.61M | 4.7% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 6,870 | $3.70M | 3.7% | – | – | – |
| AAPLApple Inc. | Stock | 14,272 | $3.57M | 3.6% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 14,480 | $2.68M | 2.7% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 11,340 | $2.51M | 2.5% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,741 | $2.13M | 2.2% | – | – | History |
| Vanguard S&P 500 Value ETF921932703 | ETF | 10,005 | $1.85M | 1.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 36,712 | $1.76M | 1.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,391 | $1.41M | 1.4% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 11,556 | $947.4K | 1.0% | – | – | – |
| iShares MSCI India ETF46429B598 | ETF | 17,620 | $927.5K | 0.9% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,096 | $893.0K | 0.9% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 4,066 | $776.1K | 0.8% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 24,594 | $773.2K | 0.8% | – | – | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 6,252 | $618.1K | 0.6% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,437 | $497.4K | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,180 | $492.4K | 0.5% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 5,900 | $446.2K | 0.5% | – | – | History |
| TSLATesla, Inc. | Stock | 1,050 | $424.0K | 0.4% | – | – | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,431 | $399.1K | 0.4% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 5,250 | $397.0K | 0.4% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,324 | $393.2K | 0.4% | – | – | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 4,808 | $392.2K | 0.4% | – | – | History |
| IBITiShares Bitcoin Trust ETF | ETF | 7,225 | $383.3K | 0.4% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,924 | $372.7K | 0.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,504 | $360.5K | 0.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,480 | $324.7K | 0.3% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,100 | $318.8K | 0.3% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,591 | $302.3K | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 827 | $300.0K | 0.3% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 2,285 | $300.0K | 0.3% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 3,150 | $283.7K | 0.3% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,258 | $282.2K | 0.3% | – | – | – |
| SPGSimon Property Group Inc. | REIT | 1,593 | $274.3K | 0.3% | – | – | History |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 12,775 | $273.1K | 0.3% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,472 | $251.0K | 0.3% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 842 | $242.3K | 0.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,700 | $237.7K | 0.2% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 7,000 | $237.4K | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,750 | $235.0K | 0.2% | – | – | History |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 9,670 | $227.7K | 0.2% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,576 | $224.5K | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 356 | $208.4K | 0.2% | – | – | History |
| WMTWalmart Inc. | Stock | 2,280 | $206.0K | 0.2% | – | – | History |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 10,000 | $201.4K | 0.2% | – | – | History |