Clientfirst Wealth Management, LLC Q1 2025 Filing
Filed May 1, 2025
Portfolio Value
$88.2B
Holdings
46
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DDSDILLARDS INC | 113,201 | $40.5B | 45.96% | |
| 2 | IWFISHARES TR | 28,264 | $10.2B | 11.57% | |
| 3 | SPYSPDR S&P 500 ETF TR | 7,950 | $4.4B | 5.04% | |
| 4 | VOOVANGUARD INDEX FDS | 6,870 | $3.5B | 4.00% | |
| 5 | AAPLAPPLE INC | 14,272 | $3.2B | 3.59% | |
| 6 | IWDISHARES TR | 14,479 | $2.7B | 3.09% | |
| 7 | IWMISHARES TR | 11,573 | $2.3B | 2.62% | |
| 8 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,741 | $2.0B | 2.26% | |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 38,712 | $2.0B | 2.23% | |
| 10 | VOOVVANGUARD ADMIRAL FDS INC | 10,005 | $1.8B | 2.09% | |
| 11 | IVVISHARES TR | 2,391 | $1.3B | 1.52% | |
| 12 | SHYISHARES TR | 11,556 | $956.0M | 1.08% | |
| 13 | INDAISHARES TR | 17,620 | $907.1M | 1.03% | |
| 14 | RSPINVESCO EXCHANGE TRADED FD T | 5,096 | $882.8M | 1.00% | |
| 15 | IVEISHARES TR | 4,066 | $774.9M | 0.88% | |
| 16 | PFFISHARES TR | 24,494 | $752.7M | 0.85% | |
| 17 | RWRSPDR SER TR | 6,252 | $619.7M | 0.70% | |
| 18 | VWOVANGUARD INTL EQUITY INDEX F | 11,180 | $506.0M | 0.57% | |
| 19 | BSVVANGUARD BD INDEX FDS | 6,437 | $503.9M | 0.57% | |
| 20 | EFAISHARES TR | 5,250 | $429.1M | 0.49% | |
| 21 | XLUSELECT SECTOR SPDR TR | 5,424 | $427.7M | 0.48% | |
| 22 | ARKGARK ETF TR | 20,420 | $423.9M | 0.48% | |
| 23 | TSLATESLA INC | 1,550 | $401.7M | 0.46% | |
| 24 | PLTRPALANTIR TECHNOLOGIES INC | 4,580 | $386.6M | 0.44% | |
| 25 | JPMJPMORGAN CHASE & CO. | 1,504 | $368.9M | 0.42% | |
| 26 | IWNISHARES TR | 2,430 | $366.9M | 0.42% | |
| 27 | IJKISHARES TR | 4,324 | $360.1M | 0.41% | |
| 28 | FBTCFIDELITY WISE ORIGIN BITCOIN | 4,808 | $346.0M | 0.39% | |
| 29 | GDXVANECK ETF TRUST | 7,000 | $321.8M | 0.36% | |
| 30 | IBITISHARES BITCOIN TRUST ETF | 6,726 | $314.8M | 0.36% | |
| 31 | AQLTISHARES TR | 2,285 | $306.9M | 0.35% | |
| 32 | VTIVANGUARD INDEX FDS | 1,100 | $302.3M | 0.34% | |
| 33 | DBCINVESCO DB COMMDY INDX TRCK | 12,775 | $287.4M | 0.33% | |
| 34 | AMZNAMAZON COM INC | 1,480 | $281.6M | 0.32% | |
| 35 | VXFVANGUARD INDEX FDS | 1,591 | $274.1M | 0.31% | |
| 36 | CATCATERPILLAR INC | 827 | $272.7M | 0.31% | |
| 37 | IJJISHARES TR | 2,258 | $270.4M | 0.31% | |
| 38 | SPGSIMON PPTY GROUP INC NEW | 1,593 | $264.6M | 0.30% | |
| 39 | XBISPDR SER TR | 3,150 | $255.5M | 0.29% | |
| 40 | SCHDSCHWAB STRATEGIC TR | 8,700 | $243.3M | 0.28% | |
| 41 | PHYS/USPROTT PHYSICAL GOLD TR | 10,000 | $240.6M | 0.27% | |
| 42 | IVWISHARES TR | 2,472 | $229.5M | 0.26% | |
| 43 | BNDXVANGUARD CHARLOTTE FDS | 4,576 | $223.4M | 0.25% | |
| 44 | IWOISHARES TR | 841 | $214.9M | 0.24% | |
| 45 | WMTWALMART INC | 2,365 | $207.6M | 0.24% | |
| 46 | METAMETA PLATFORMS INC | 356 | $205.2M | 0.23% |