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The Analysis of Clientfirst Wealth Management, LLC's Holdings & P&L

Currently, Clientfirst Wealth Management, LLC holds 50 types of securities in its portfolio with a total value $118.5M. In the most recent quarter, they have increased their positions in XLE (+4.4K shares, valued at $271.7K), XOM (+1.2K shares, valued at $200.4K), AAPL (+600 shares, valued at $152.3K); initiated new positions in XLE (+4.4K shares, valued at $271.7K), XOM (+1.2K shares, valued at $200.4K).

1M P&L

-42.4M-26.42%

3M P&L

-46.6M-28.32%

HY P&L

-40.5M-25.54%

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

1Department Stores61.8M

54.6%

2N/A43.5M

38.4%

3Consumer Electronics3.8M

3.4%

Top Industries by Stock Count

1N/A35 stocks

72.9%

2Internet Retail1 stocks

2.1%

3Consumer Electronics1 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DDS DILLARDS INC108.1K shares0.00%2026-03-312026-05-01

IWF ISHARES TR28.3K shares0.00%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T8.0K shares0.00%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS6.9K shares0.00%2026-03-312026-05-01

AAPL APPLE INC15.0K shares4.17%2026-03-312026-05-01

IWD ISHARES TR14.5K shares0.00%2026-03-312026-05-01

IWM ISHARES TR11.6K shares0.00%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS39.0K shares1.30%2026-03-312026-05-01

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MDY STATE STR SPDR S&P MIDCAP 403.7K shares0.00%2026-03-312026-05-01

VOOV VANGUARD ADMIRAL FDS INC10.0K shares0.00%2026-03-312026-05-01

IVV ISHARES TR2.4K shares0.00%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.1K shares0.00%2026-03-312026-05-01

SHY ISHARES TR11.7K shares0.00%2026-03-312026-05-01

IVE ISHARES TR4.1K shares0.00%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC4.6K shares0.00%2026-03-312026-05-01

GDX VANECK ETF TRUST7.0K shares0.00%2026-03-312026-05-01

Sponsored

TSLA TESLA INC1.7K shares3.64%2026-03-312026-05-01

RWR SPDR SERIES TRUST6.3K shares0.00%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F11.4K shares2.24%2026-03-312026-05-01

CAT CATERPILLAR INC869 shares0.00%2026-03-312026-05-01

IBIT ISHARES BITCOIN TRUST ETF15.9K shares0.00%2026-03-312026-05-01

PFF ISHARES TR19.9K shares0.00%2026-03-312026-05-01

ARKG ARK ETF TR22.8K shares0.00%2026-03-312026-05-01

FBTC FIDELITY WISE ORIGIN BITCOIN9.8K shares0.00%2026-03-312026-05-01

Sponsored

EFA ISHARES TR4.9K shares0.00%2026-03-312026-05-01

XLU SELECT SECTOR SPDR TR9.8K shares0.00%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO1.5K shares0.00%2026-03-312026-05-01

IJK ISHARES TR4.3K shares0.00%2026-03-312026-05-01

INDA ISHARES TR8.5K shares0.00%2026-03-312026-05-01

DBC INVESCO DB COMMDY INDX TRCK12.5K shares0.00%2026-03-312026-05-01

PHYS SPROTT ASSET MANAGEMENT LP10.0K shares0.00%2026-03-312026-05-01

VTI VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-01

Sponsored

BSV VANGUARD BD INDEX FDS4.4K shares0.00%2026-03-312026-05-01

DVY ISHARES TR2.3K shares0.00%2026-03-312026-05-01

VXF VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-05-01

AMZN AMAZON COM INC1.5K shares0.00%2026-03-312026-05-01

NVDA NVIDIA CORPORATION1.8K shares0.00%2026-03-312026-05-01

IJJ ISHARES TR2.3K shares0.00%2026-03-312026-05-01

SPG SIMON PPTY GROUP INC NEW1.6K shares0.00%2026-03-312026-05-01

WMT WALMART INC2.3K shares0.00%2026-03-312026-05-01

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IVW ISHARES TR2.5K shares0.00%2026-03-312026-05-01

XLE SELECT SECTOR SPDR TR4.4K sharesnew addition2026-03-312026-05-01

IWN ISHARES TR1.4K shares0.00%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR8.7K shares0.00%2026-03-312026-05-01

MSTR STRATEGY INC1.9K shares0.00%2026-03-312026-05-01

META META PLATFORMS INC356 shares0.00%2026-03-312026-05-01

ARKK ARK ETF TR3.0K shares0.00%2026-03-312026-05-01

BNDX VANGUARD CHARLOTTE FDS4.2K shares0.00%2026-03-312026-05-01

Sponsored

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-05-01

ETHA ISHARES ETHEREUM TR10.4K shares0.00%2026-03-312026-05-01

DDS

DILLARDS INC

0.00%

Shares108.1K

Event2026-03-31

Filed2026-05-01

IWF

ISHARES TR

0.00%

Shares28.3K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

4.17%

Shares15.0K

Event2026-03-31

Filed2026-05-01

IWD

ISHARES TR

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-01

IWM

ISHARES TR

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

1.30%

Shares39.0K

Event2026-03-31

Filed2026-05-01

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-01

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-01

SHY

ISHARES TR

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-01

IVE

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-01

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-01

GDX

VANECK ETF TRUST

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

3.64%

Shares1.7K

Event2026-03-31

Filed2026-05-01

RWR

SPDR SERIES TRUST

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

2.24%

Shares11.4K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

0.00%

Shares869

Event2026-03-31

Filed2026-05-01

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-01

PFF

ISHARES TR

0.00%

Shares19.9K

Event2026-03-31

Filed2026-05-01

ARKG

ARK ETF TR

0.00%

Shares22.8K

Event2026-03-31

Filed2026-05-01

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-01

EFA

ISHARES TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-01

XLU

SELECT SECTOR SPDR TR

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-01

IJK

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-01

INDA

ISHARES TR

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-01

DBC

INVESCO DB COMMDY INDX TRCK

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-01

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-01

BSV

VANGUARD BD INDEX FDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-01

DVY

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-01

VXF

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-01

IJJ

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-01

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-01

IVW

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-01

XLE

SELECT SECTOR SPDR TR

New

Shares4.4K

Event2026-03-31

Filed2026-05-01

IWN

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-01

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-01

MSTR

STRATEGY INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-01