Client First Capital LLC Top Holdings and 13F Report (2025) About Client First Capital LLCInvestment ActivityClient First Capital LLC has $195.18 million in total holdings as of March 31, 2025.Client First Capital LLC owns shares of 18 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 15.38% of the portfolio was purchased this quarter.About 13.41% of the portfolio was sold this quarter.This quarter, Client First Capital LLC has purchased 19 new stocks and bought additional shares in 8 stocks.Client First Capital LLC sold shares of 4 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Short Treasury Bond ETF $39,380,955Invesco QQQ $35,792,598iShares Core S&P 500 ETF $26,733,824iShares MSCI USA Quality Factor ETF $19,828,734SPDR Gold Shares $14,504,391 Largest New Holdings this Quarter 46438G588 - ISHARES TR $4,680,914 Holding46431W838 - iShares Short Maturity Municipal Bond Active ETF $695,472 Holding97717Y527 - WisdomTree Bloomberg Floating Rate Treasury Fund $503,300 Holding Largest Purchases this Quarter iShares MSCI USA Quality Factor ETF 36,336 shares (about $6.21M)iShares Short Treasury Bond ETF 53,145 shares (about $5.87M)iShares Russell 1000 Growth ETF 14,934 shares (about $5.39M)ISHARES TR 186,937 shares (about $4.68M)Financial Select Sector SPDR Fund 92,786 shares (about $4.62M) Largest Sales this Quarter SPDR Gold Shares 18,433 shares (about $5.31M)iShares Core S&P Mid-Cap ETF 70,420 shares (about $4.11M)iShares S&P 100 ETF 1,798 shares (about $486.95K)Communication Services Select Sector SPDR Fund 4,259 shares (about $410.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClient First Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHViShares Short Treasury Bond ETF$39,380,955$5,870,393 ▲17.5%356,51820.2%ETFQQQInvesco QQQ$35,792,598$188,037 ▲0.5%76,33018.3%FinanceIVViShares Core S&P 500 ETF$26,733,824$352,870 ▲1.3%47,57813.7%ETFQUALiShares MSCI USA Quality Factor ETF$19,828,734$6,209,467 ▲45.6%116,03210.2%ETFGLDSPDR Gold Shares$14,504,391$5,311,285 ▼-26.8%50,3387.4%FinanceXLFFinancial Select Sector SPDR Fund$9,257,265$4,621,659 ▲99.7%185,8524.7%ETFXLCCommunication Services Select Sector SPDR Fund$8,593,187$410,779 ▼-4.6%89,0954.4%ETFOEFiShares S&P 100 ETF$8,125,689$486,951 ▼-5.7%30,0034.2%ETFIWFiShares Russell 1000 Growth ETF$8,049,364$5,392,482 ▲203.0%22,2924.1%ETFXLGInvesco S&P 500 Top 50 ETF$5,423,615$1,393,077 ▲34.6%117,8532.8%ETFCMFiShares California Muni Bond ETF$5,210,2680.0%92,5782.7%ETFISHARES TR$4,680,914$4,680,914 ▲New Holding186,9372.4%LARGE CAP MAX BUXLEEnergy Select Sector SPDR Fund$2,993,476$107,654 ▲3.7%32,0331.5%ETFIJHiShares Core S&P Mid-Cap ETF$2,689,990$4,109,002 ▼-60.4%46,1011.4%ETFMUBiShares National Muni Bond ETF$2,433,4640.0%23,0791.2%ETFMEARiShares Short Maturity Municipal Bond Active ETF$695,472$695,472 ▲New Holding13,8430.4%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$503,300$503,300 ▲New Holding10,0000.3%FinanceRTXRTX$285,1860.0%2,1530.1%AerospaceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$0$7,374,735 ▼-100.0%00.0%ETFXLIIndustrial Select Sector SPDR Fund$0$4,350,586 ▼-100.0%00.0%ETFXLBMaterials Select Sector SPDR Fund$0$3,914,102 ▼-100.0%00.0%ETFBGTBlackRock Floating Rate Income Trust$0$217,604 ▼-100.0%00.0%Financial ServicesShowing 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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