Clientfirst Wealth Management, LLC Top Holdings and 13F Report (2025) About Clientfirst Wealth Management, LLCInvestment ActivityClientfirst Wealth Management, LLC has $98.86 million in total holdings as of December 31, 2024.Clientfirst Wealth Management, LLC owns shares of 47 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 7.07% of the portfolio was purchased this quarter.About 16.46% of the portfolio was sold this quarter.This quarter, Clientfirst Wealth Management, LLC has purchased 32 new stocks and bought additional shares in 5 stocks.Clientfirst Wealth Management, LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Dillard's $48,873,400iShares Russell 1000 Growth ETF $11,350,257SPDR S&P 500 ETF Trust $4,607,175Vanguard S&P 500 ETF $3,701,625Apple $3,573,994 Largest New Holdings this Quarter PALANTIR TECHNOLOGIES INC $446,217 HoldingTesla $424,032 HoldingFIDELITY WISE ORIGIN BITCOIN $392,237 HoldingISHARES BITCOIN TRUST ETF $383,286 HoldingUtilities Select Sector SPDR Fund $372,698 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 5,488 shares (about $1.21M)iShares MSCI India ETF 9,035 shares (about $475.60K)PALANTIR TECHNOLOGIES INC 5,900 shares (about $446.22K)Tesla 1,050 shares (about $424.03K)FIDELITY WISE ORIGIN BITCOIN 4,808 shares (about $392.24K) Largest Sales this Quarter Dillard's 35,230 shares (about $15.21M)iShares Preferred and Income Securities ETF 8,030 shares (about $252.46K)Invesco S&P 500 Equal Weight ETF 1,336 shares (about $234.11K)iShares 1-3 Year Treasury Bond ETF 1,583 shares (about $129.77K)Apple 300 shares (about $75.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClientfirst Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDDSDillard's$48,873,400$15,210,200 ▼-23.7%113,20149.4%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$11,350,257$30,118 ▼-0.3%28,26411.5%ETFSPYSPDR S&P 500 ETF Trust$4,607,1750.0%7,8614.7%FinanceVOOVanguard S&P 500 ETF$3,701,625$52,265 ▼-1.4%6,8703.7%ETFAAPLApple$3,573,994$75,126 ▼-2.1%14,2723.6%Computer and TechnologyIWDiShares Russell 1000 Value ETF$2,680,682$18,513 ▼-0.7%14,4802.7%ETFIWMiShares Russell 2000 ETF$2,505,686$1,212,628 ▲93.8%11,3402.5%FinanceMDYSPDR S&P MidCap 400 ETF Trust$2,130,799$27,340 ▼-1.3%3,7412.2%ETFVOOVVanguard S&P 500 Value ETF$1,846,0230.0%10,0051.9%ETFVEAVanguard FTSE Developed Markets ETF$1,755,568$306,048 ▲21.1%36,7121.8%ETFIVViShares Core S&P 500 ETF$1,407,5340.0%2,3911.4%ETFSHYiShares 1-3 Year Treasury Bond ETF$947,361$129,774 ▼-12.0%11,5561.0%ManufacturingINDAiShares MSCI India ETF$927,517$475,603 ▲105.2%17,6200.9%ETFRSPInvesco S&P 500 Equal Weight ETF$892,972$234,107 ▼-20.8%5,0960.9%ETFIVEiShares S&P 500 Value ETF$776,1180.0%4,0660.8%ETFPFFiShares Preferred and Income Securities ETF$773,235$252,463 ▼-24.6%24,5940.8%ETFRWRSPDR Dow Jones REIT ETF$618,0730.0%6,2520.6%ETFBSVVanguard Short-Term Bond ETF$497,3870.0%6,4370.5%ETFVWOVanguard FTSE Emerging Markets ETF$492,367$3,567 ▼-0.7%11,1800.5%ETFPALANTIR TECHNOLOGIES INC$446,217$446,217 ▲New Holding5,9000.5%CL ATSLATesla$424,032$424,032 ▲New Holding1,0500.4%Auto/Tires/TrucksIWNiShares Russell 2000 Value ETF$399,097$148,574 ▲59.3%2,4310.4%ETFEFAiShares MSCI EAFE ETF$396,9530.0%5,2500.4%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$393,1810.0%4,3240.4%ETFFIDELITY WISE ORIGIN BITCOIN$392,237$392,237 ▲New Holding4,8080.4%SHSISHARES BITCOIN TRUST ETF$383,286$383,286 ▲New Holding7,2250.4%SHS BEN INTXLUUtilities Select Sector SPDR Fund$372,698$372,698 ▲New Holding4,9240.4%ETFJPMJPMorgan Chase & Co.$360,5240.0%1,5040.4%FinanceAMZNAmazon.com$324,697$30,715 ▼-8.6%1,4800.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$318,7910.0%1,1000.3%ETFVXFVanguard Extended Market ETF$302,2580.0%1,5910.3%ETFCATCaterpillar$300,003$300,003 ▲New Holding8270.3%Industrial ProductsDVYiShares Select Dividend ETF$299,9980.0%2,2850.3%ETFXBISPDR S&P Biotech ETF$283,689$283,689 ▲New Holding3,1500.3%ETFIJJiShares S&P Mid-Cap 400 Value ETF$282,1600.0%2,2580.3%ETFSPGSimon Property Group$274,331$274,331 ▲New Holding1,5930.3%FinanceDBCInvesco DB Commodity Index Tracking Fund$273,1300.0%12,7750.3%FinanceIVWiShares S&P 500 Growth ETF$250,982$250,982 ▲New Holding2,4720.3%ETFIWOiShares Russell 2000 Growth ETF$242,344$242,344 ▲New Holding8420.2%ETFSCHDSchwab US Dividend Equity ETF$237,684$158,456 ▲200.0%8,7000.2%ETFGDXVanEck Gold Miners ETF$237,370$237,370 ▲New Holding7,0000.2%ETFNVDANVIDIA$235,008$235,008 ▲New Holding1,7500.2%Computer and TechnologyARKGARK Genomic Revolution ETF$227,680$227,680 ▲New Holding9,6700.2%ETFBNDXVanguard Total International Bond ETF$224,4530.0%4,5760.2%ETFMETAMeta Platforms$208,442$208,442 ▲New Holding3560.2%Computer and TechnologyWMTWalmart$205,998$205,998 ▲New Holding2,2800.2%Retail/WholesaleSPROTT PHYSICAL GOLD TR$201,400$201,400 ▲New Holding10,0000.2%UNITIEFiShares 7-10 Year Treasury Bond ETF$0$207,070 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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