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The Analysis of Client First Investment Management LLC's Holdings & P&L

Currently, Client First Investment Management LLC holds 16 types of securities in its portfolio with a total value $192.4M. In the most recent quarter, they have increased their positions in BOXX (+267.1K shares, valued at $31.1M), PULS (+161.9K shares, valued at $8.0M), N/A (+105.4K shares, valued at $7.9M); decreased their positions in SSO (-422.0K shares, valued at $21.9M), BIL (-632 shares, valued at $57.9K); initiated new positions in PULS (+161.9K shares, valued at $8.0M), N/A (+105.4K shares, valued at $7.9M), XLP (+68.7K shares, valued at $5.6M).

1M P&L

+9.2M+4.93%

3M P&L

+2.6M+1.35%

HY P&L

+15.9M+8.89%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A180.6M

97.9%

2Drug Manufacturers - General2.1M

1.1%

3Software - Infrastructure1.5M

0.8%

Top Industries by Stock Count

1N/A12 stocks

80.0%

2Drug Manufacturers - General1 stocks

6.7%

3Software - Infrastructure1 stocks

6.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ADPV SERIES PORTFOLIOS TR2.4M shares1.92%2026-03-312026-04-13

BOXX EA SERIES TRUST406.9K shares191.12%2026-03-312026-04-13

PULS PGIM ETF TR161.9K sharesnew addition2026-03-312026-04-13

PROSHARES TR PROSHARES TR105.4K sharesnew addition2026-03-312026-04-13

SSO PROSHARES TR118.1K shares-78.14%2026-03-312026-04-13

XLP SELECT SECTOR SPDR TR68.7K sharesnew addition2026-03-312026-04-13

DIG PROSHARES TR65.4K sharesnew addition2026-03-312026-04-13

QID PROSHARES TR104.6K sharesnew addition2026-03-312026-04-13

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PLTD DIREXION SHARES ETF TRUST310.2K sharesnew addition2026-03-312026-04-13

LLY ELI LILLY & CO2.3K shares0.18%2026-03-312026-04-13

XLU SELECT SECTOR SPDR TR41.2K sharesnew addition2026-03-312026-04-13

MSFT MICROSOFT CORP4.0K shares0.00%2026-03-312026-04-13

QQQD DIREXION SHARES ETF TRUST70.4K sharesnew addition2026-03-312026-04-13

BIL SPDR SERIES TRUST6.5K shares-8.82%2026-03-312026-04-13

NVD GRANITESHARES ETF TR58.7K sharesnew addition2026-03-312026-04-13

V VISA INC1.0K shares0.00%2026-03-312026-04-13

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ADPV

SERIES PORTFOLIOS TR

1.92%

Shares2.4M

Event2026-03-31

Filed2026-04-13

BOXX

EA SERIES TRUST

191.12%

Shares406.9K

Event2026-03-31

Filed2026-04-13

PULS

PGIM ETF TR

New

Shares161.9K

Event2026-03-31

Filed2026-04-13

PROSHARES TR

New

Shares105.4K

Event2026-03-31

Filed2026-04-13

SSO

PROSHARES TR

-78.14%

Shares118.1K

Event2026-03-31

Filed2026-04-13

XLP

SELECT SECTOR SPDR TR

New

Shares68.7K

Event2026-03-31

Filed2026-04-13

DIG

PROSHARES TR

New

Shares65.4K

Event2026-03-31

Filed2026-04-13

QID

PROSHARES TR

New

Shares104.6K

Event2026-03-31

Filed2026-04-13

PLTD

DIREXION SHARES ETF TRUST

New

Shares310.2K

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

0.18%

Shares2.3K

Event2026-03-31

Filed2026-04-13

XLU

SELECT SECTOR SPDR TR

New

Shares41.2K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-13

QQQD

DIREXION SHARES ETF TRUST

New

Shares70.4K

Event2026-03-31

Filed2026-04-13

BIL

SPDR SERIES TRUST

-8.82%

Shares6.5K

Event2026-03-31

Filed2026-04-13

NVD

GRANITESHARES ETF TR

New

Shares58.7K

Event2026-03-31

Filed2026-04-13

VISA INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available