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CIK: 0001915494
Total reported value
$121.7M
$121.7M
47 檔
59.2%
As reported in its official Q4 2024 Form 13F filing, Clientfirst Wealth Management, LLC's tracked investment portfolio stood at $121.7M with 47 total positions.
During Q4 2024, Clientfirst Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DDS | Dillards Inc-cl A | Stock-Other | 49.44% | -5.25% | -23.73% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 11.48% | +1.29% | -0.26% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.66% | +0.52% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.74% | +0.40% | -1.39% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.62% | +0.36% | -2.06% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.71% | +0.27% | -0.69% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.53% | +0.43% | +93.78% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.16% | +0.21% | -1.27% | |
| 9 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.87% | +0.08% | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.78% | +0.17% | +21.11% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | +0.15% | — | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.96% | -0.02% | -12.05% | |
| 13 | INDA | Ishares Msci India ETF | ETF-Other | 0.94% | — | +105.24% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.90% | +0.06% | -20.77% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.79% | +0.04% | — | |
| 16 | PFF | Ishares Preferred & Income S | ETF-Other | 0.78% | -0.01% | -24.61% | |
| 17 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.63% | +0.05% | — | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.50% | -0.01% | — | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | +0.04% | -0.72% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | -0.13% | — | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.05% | — | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.40% | +0.03% | +59.31% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.40% | +0.02% | — | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.40% | +0.05% | — | |
| 25 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.40% | -0.08% | — | |
| 26 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.39% | +0.09% | — | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.38% | -0.01% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | +0.03% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.03% | -8.64% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | +0.03% | — | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.31% | +0.04% | — | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | +0.24% | — | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.30% | — | — | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.29% | — | — | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.29% | +0.02% | — | |
| 36 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.28% | +0.04% | — | |
| 37 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 0.28% | -0.04% | — | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | +0.04% | — | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.25% | +0.19% | NEW | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.24% | — | +200.00% | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.24% | -0.11% | — | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.03% | — | |
| 43 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.23% | +0.31% | — | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.23% | — | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.01% | — | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.03% | — | |
| 47 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.20% | -0.05% | — |
According to official SEC Form 13F filings, Clientfirst Wealth Management, LLC reported a total U.S. public equity portfolio value of $121.7M across 47 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DDS, IWF, SPY) accounted for 59.2% of total reported equity market value during Q4 2024.
During Q4 2024, Clientfirst Wealth Management, LLC's top holdings by market value included DDS (49.4%)、IWF (11.5%)、SPY (4.7%). The largest single position, DDS, represented 49.4% of total portfolio value.
In Q4 2024, Clientfirst Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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