The Analysis of Clientfirst Wealth Management, LLC's Holdings
Currently, Clientfirst Wealth Management, LLC holds 48 types of securities in its portfolio with a total value $124.9M. In the most recent quarter, they have increased their positions in FETH (+14.1K shares, valued at $586.1K), ETHA (+16.6K shares, valued at $522.1K), IBIT (+7.2K shares, valued at $467.6K); decreased their positions in INDA (-6.1K shares, valued at $319.4K), DDS (-181 shares, valued at $111.2K), PFF (-3.1K shares, valued at $99.6K); initiated new positions in FETH (+14.1K shares, valued at $586.1K), ETHA (+16.6K shares, valued at $522.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DDS DILLARDS INC108.1K shares-0.17%2025-09-302025-11-13
IWF ISHARES TR28.3K shares0.00%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR8.0K shares0.00%2025-09-302025-11-13 VOO VANGUARD INDEX FDS6.9K shares0.00%2025-09-302025-11-13 AAPL APPLE INC14.4K shares0.00%2025-09-302025-11-13 IWD ISHARES TR14.5K shares0.00%2025-09-302025-11-13 IWM ISHARES TR11.6K shares4.03%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS38.9K shares0.00%2025-09-302025-11-13 MDY SPDR S&P MIDCAP 400 ETF TR3.7K shares0.00%2025-09-302025-11-13 VOOV VANGUARD ADMIRAL FDS INC10.0K shares0.00%2025-09-302025-11-13 IVV ISHARES TR2.4K shares0.00%2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF17.0K shares73.21%2025-09-302025-11-13 SHY ISHARES TR11.7K shares1.15%2025-09-302025-11-13 RSP INVESCO EXCHANGE TRADED FD T5.1K shares0.00%2025-09-302025-11-13 IVE ISHARES TR4.1K shares0.00%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC4.6K shares0.00%2025-09-302025-11-13 FBTC FIDELITY WISE ORIGIN BITCOIN8.3K shares70.48%2025-09-302025-11-13 TSLA TESLA INC1.6K shares0.00%2025-09-302025-11-13 PFF ISHARES TR21.3K shares-12.86%2025-09-302025-11-13 RWR SPDR SERIES TRUST6.3K shares0.00%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F11.2K shares0.00%2025-09-302025-11-13 INDA ISHARES TR11.5K shares-34.82%2025-09-302025-11-13 FETH FIDELITY ETHEREUM FD14.1K sharesnew addition2025-09-302025-11-13 GDX VANECK ETF TRUST7.0K shares0.00%2025-09-302025-11-13 ETHA ISHARES ETHEREUM TR16.6K sharesnew addition2025-09-302025-11-13 BSV VANGUARD BD INDEX FDS6.4K shares0.00%2025-09-302025-11-13 EFA ISHARES TR5.2K shares-0.95%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.1.5K shares0.00%2025-09-302025-11-13 XLU SELECT SECTOR SPDR TR4.9K shares0.00%2025-09-302025-11-13 ARKG ARK ETF TR15.1K shares1.52%2025-09-302025-11-13 IJK ISHARES TR4.3K shares0.00%2025-09-302025-11-13 CAT CATERPILLAR INC827 shares0.00%2025-09-302025-11-13 VTI VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-11-13 VXF VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-11-13 NVDA NVIDIA CORPORATION1.8K shares0.00%2025-09-302025-11-13 AMZN AMAZON COM INC1.5K shares0.00%2025-09-302025-11-13 DVY ISHARES TR2.3K shares0.00%2025-09-302025-11-13 SPG SIMON PPTY GROUP INC NEW1.6K shares0.00%2025-09-302025-11-13 IVW ISHARES TR2.5K shares0.00%2025-09-302025-11-13 PHYS SPROTT ASSET MANAGEMENT LP10.0K shares0.00%2025-09-302025-11-13 IJJ ISHARES TR2.3K shares0.00%2025-09-302025-11-13 DBC INVESCO DB COMMDY INDX TRCK12.5K shares-2.00%2025-09-302025-11-13 META META PLATFORMS INC356 shares0.00%2025-09-302025-11-13 ARKK ARK ETF TR3.0K shares0.00%2025-09-302025-11-13 IWN ISHARES TR1.4K shares-25.91%2025-09-302025-11-13 SCHD SCHWAB STRATEGIC TR8.7K shares0.00%2025-09-302025-11-13 WMT WALMART INC2.3K shares-3.59%2025-09-302025-11-13 BNDX VANGUARD CHARLOTTE FDS4.6K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available