Clientfirst Wealth Management, LLC Top Holdings and 13F Report (2025) About Clientfirst Wealth Management, LLCInvestment ActivityClientfirst Wealth Management, LLC has $88.21 million in total holdings as of March 31, 2025.Clientfirst Wealth Management, LLC owns shares of 46 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 0.68% of the portfolio was purchased this quarter.About 0.42% of the portfolio was sold this quarter.This quarter, Clientfirst Wealth Management, LLC has purchased 47 new stocks and bought additional shares in 7 stocks.Clientfirst Wealth Management, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Dillard's $40,540,674iShares Russell 1000 Growth ETF $10,205,848SPDR S&P 500 ETF Trust $4,447,151Vanguard S&P 500 ETF $3,530,562Apple $3,170,239 Largest Purchases this Quarter ARK Genomic Revolution ETF 10,750 shares (about $223.17K)Tesla 500 shares (about $129.58K)Vanguard FTSE Developed Markets ETF 2,000 shares (about $101.66K)SPDR S&P 500 ETF Trust 89 shares (about $49.79K)iShares Russell 2000 ETF 233 shares (about $46.48K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 1,320 shares (about $111.41K)ISHARES BITCOIN TRUST ETF 499 shares (about $23.36K)iShares Preferred and Income Securities ETF 100 shares (about $3.07K)iShares Russell 2000 Growth ETF 1 shares (about $255.53)iShares Russell 1000 Value ETF 1 shares (about $188.16) 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$40,540,6740.0%113,20146.0%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$10,205,8480.0%28,26411.6%ETFSPYSPDR S&P 500 ETF Trust$4,447,151$49,786 ▲1.1%7,9505.0%FinanceVOOVanguard S&P 500 ETF$3,530,5620.0%6,8704.0%ETFAAPLApple$3,170,2390.0%14,2723.6%Computer and TechnologyIWDiShares Russell 1000 Value ETF$2,724,369$188 ▼0.0%14,4793.1%ETFIWMiShares Russell 2000 ETF$2,308,698$46,481 ▲2.1%11,5732.6%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,995,7490.0%3,7412.3%ETFVEAVanguard FTSE Developed Markets ETF$1,967,731$101,660 ▲5.4%38,7122.2%ETFVOOVVanguard S&P 500 Value ETF$1,842,8210.0%10,0052.1%ETFIVViShares Core S&P 500 ETF$1,343,5030.0%2,3911.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$956,0280.0%11,5561.1%ManufacturingINDAiShares MSCI India ETF$907,0780.0%17,6201.0%ETFRSPInvesco S&P 500 Equal Weight ETF$882,7800.0%5,0961.0%ETFIVEiShares S&P 500 Value ETF$774,8980.0%4,0660.9%ETFPFFiShares Preferred and Income Securities ETF$752,701$3,073 ▼-0.4%24,4940.9%ETFRWRSPDR Dow Jones REIT ETF$619,6980.0%6,2520.7%ETFVWOVanguard FTSE Emerging Markets ETF$506,0070.0%11,1800.6%ETFBSVVanguard Short-Term Bond ETF$503,8880.0%6,4370.6%ETFEFAiShares MSCI EAFE ETF$429,0830.0%5,2500.5%FinanceXLUUtilities Select Sector SPDR Fund$427,682$39,425 ▲10.2%5,4240.5%ETFARKGARK Genomic Revolution ETF$423,919$223,170 ▲111.2%20,4200.5%ETFTSLATesla$401,698$129,580 ▲47.6%1,5500.5%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$386,552$111,408 ▼-22.4%4,5800.4%CL AJPMJPMorgan Chase & Co.$368,9310.0%1,5040.4%FinanceIWNiShares Russell 2000 Value ETF$366,881$151 ▼0.0%2,4300.4%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$360,1030.0%4,3240.4%ETFFIDELITY WISE ORIGIN BITCOIN$346,0320.0%4,8080.4%SHSGDXVanEck Gold Miners ETF$321,7900.0%7,0000.4%ETFISHARES BITCOIN TRUST ETF$314,844$23,358 ▼-6.9%6,7260.4%SHS BEN INTDVYiShares Select Dividend ETF$306,8530.0%2,2850.3%ETFVTIVanguard Total Stock Market ETF$302,3240.0%1,1000.3%ETFDBCInvesco DB Commodity Index Tracking Fund$287,4380.0%12,7750.3%FinanceAMZNAmazon.com$281,5850.0%1,4800.3%Retail/WholesaleVXFVanguard Extended Market ETF$274,0660.0%1,5910.3%ETFCATCaterpillar$272,7450.0%8270.3%IndustrialsIJJiShares S&P Mid-Cap 400 Value ETF$270,3500.0%2,2580.3%ETFSPGSimon Property Group$264,5650.0%1,5930.3%FinanceXBISPDR S&P Biotech ETF$255,4650.0%3,1500.3%ETFSCHDSchwab US Dividend Equity ETF$243,2520.0%8,7000.3%ETFSPROTT PHYSICAL GOLD TR$240,6000.0%10,0000.3%UNITIVWiShares S&P 500 Growth ETF$229,4760.0%2,4720.3%ETFBNDXVanguard Total International Bond ETF$223,4000.0%4,5760.3%ETFIWOiShares Russell 2000 Growth ETF$214,901$256 ▼-0.1%8410.2%ETFWMTWalmart$207,623$7,462 ▲3.7%2,3650.2%Retail/WholesaleMETAMeta Platforms$205,1840.0%3560.2%Computer and TechnologyNVDANVIDIA$0$235,008 ▼-100.0%00.0%Computer and TechnologyShowing 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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