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Home > Institutional Investor > Clientfirst Wealth Management, Llc > Profile

Instuitional Investor - Clientfirst Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Clientfirst Wealth Management, Llc
Portfolio Value $124,555,013
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dillard's Inc.
 DDS 108,101 $65,545,960 52.62%
2.
Ishares Trust
 IEF 28,264 $13,377,351 10.74%
3.
Spdr S & P 500 Etf Trust
 SPY 7,950 $5,421,264 4.35%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 6,920 $4,339,740 3.48%
5.
Apple Inc.
 AAPL 14,402 $3,915,328 3.14%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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