The Analysis of Clientfirst Wealth Management, LLC's Holdings
Currently, Clientfirst Wealth Management, LLC holds 50 types of securities in its portfolio with a total value $124.6M. In the most recent quarter, they have increased their positions in MSTR (+1.9K shares, valued at $288.7K), N/A (+8.4K shares, valued at $227.4K), ARKG (+7.8K shares, valued at $224.5K); decreased their positions in FETH (-5.9K shares, valued at $175.0K), INDA (-3.0K shares, valued at $162.1K), BSV (-2.0K shares, valued at $157.6K); initiated new positions in MSTR (+1.9K shares, valued at $288.7K), N/A (+8.4K shares, valued at $227.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DDS DILLARDS INC108.1K shares0.00%2025-12-312026-02-06
IWF ISHARES TR28.3K shares0.00%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR8.0K shares0.00%2025-12-312026-02-06 AAPL APPLE INC14.4K shares0.00%2025-12-312026-02-06 IWD ISHARES TR14.5K shares0.00%2025-12-312026-02-06 IWM ISHARES TR11.6K shares0.00%2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS38.5K shares-1.13%2025-12-312026-02-06 MDY SPDR S&P MIDCAP 400 ETF TR3.7K shares0.00%2025-12-312026-02-06 VOOV VANGUARD ADMIRAL FDS INC10.0K shares0.00%2025-12-312026-02-06 IVV ISHARES TR2.4K shares0.00%2025-12-312026-02-06 SHY ISHARES TR11.7K shares0.00%2025-12-312026-02-06 IVE ISHARES TR4.1K shares0.00%2025-12-312026-02-06 PLTR PALANTIR TECHNOLOGIES INC4.6K shares0.00%2025-12-312026-02-06 IBIT ISHARES BITCOIN TRUST ETF15.9K shares-6.64%2025-12-312026-02-06 FBTC FIDELITY WISE ORIGIN BITCOIN9.8K shares17.52%2025-12-312026-02-06 TSLA TESLA INC1.6K shares0.00%2025-12-312026-02-06 ARKG ARK ETF TR22.8K shares51.50%2025-12-312026-02-06 PFF ISHARES TR19.9K shares-6.56%2025-12-312026-02-06 RWR SPDR SERIES TRUST6.3K shares0.00%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F11.2K shares0.00%2025-12-312026-02-06 GDX VANECK ETF TRUST7.0K shares0.00%2025-12-312026-02-06 CAT CATERPILLAR INC869 shares5.08%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.1.5K shares0.00%2025-12-312026-02-06 EFA ISHARES TR4.9K shares-5.19%2025-12-312026-02-06 INDA ISHARES TR8.5K shares-26.12%2025-12-312026-02-06 XLU SELECT SECTOR SPDR TR9.8K shares100.00%2025-12-312026-02-06 IJK ISHARES TR4.3K shares0.00%2025-12-312026-02-06 VTI VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-02-06 BSV VANGUARD BD INDEX FDS4.4K shares-31.07%2025-12-312026-02-06 AMZN AMAZON COM INC1.5K shares0.00%2025-12-312026-02-06 VXF VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-02-06 PHYS SPROTT ASSET MANAGEMENT LP10.0K shares0.00%2025-12-312026-02-06 NVDA NVIDIA CORPORATION1.8K shares0.00%2025-12-312026-02-06 DVY ISHARES TR2.3K shares0.00%2025-12-312026-02-06 IVW ISHARES TR2.5K shares0.00%2025-12-312026-02-06 IJJ ISHARES TR2.3K shares0.00%2025-12-312026-02-06 SPG SIMON PPTY GROUP INC NEW1.6K shares0.00%2025-12-312026-02-06 MSTR STRATEGY INC1.9K sharesnew addition2025-12-312026-02-06 DBC INVESCO DB COMMDY INDX TRCK12.5K shares0.00%2025-12-312026-02-06 IWN ISHARES TR1.4K shares0.00%2025-12-312026-02-06 WMT WALMART INC2.3K shares0.00%2025-12-312026-02-06 FETH FIDELITY ETHEREUM FD8.2K shares-41.89%2025-12-312026-02-06 SCHD SCHWAB STRATEGIC TR8.7K shares0.00%2025-12-312026-02-06 META META PLATFORMS INC356 shares0.00%2025-12-312026-02-06 ETHA ISHARES ETHEREUM TR10.4K shares-37.36%2025-12-312026-02-06 ARKK ARK ETF TR3.0K shares0.00%2025-12-312026-02-06 BNDX VANGUARD CHARLOTTE FDS4.2K shares-8.19%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available