Client First Investment Management LLC Portfolio Holdings

Client First Investment Management LLC

  • $147 Billion
  • Q1 2025

Client First Investment Management LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Series Portfolios Tr Adaptiv S with a value of $75B, Ea Series Trust with a value of $35.5B, Spdr Bloomberg 1 3 Month T Bil with a value of $16B, Abrdn Gold ETF Trust with a value of $7.47B, and Janus Detroit Str Tr Henderson with a value of $3.03B.

Examining the 13F form we can see an decrease of $8.11B in the current position value, from $156B to 147B.

Client First Investment Management LLC is based out at West Bend, WI

Below you can find more details about Client First Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $31.8 Billion
Healthcare: $2.03 Billion
Technology: $1.65 Billion
Financial Services: $1.46 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16 Billion 10.85% of portfolio
174,420
Q1 2025 Added 831.43%
$4.47B
$7.47 Billion 5.07% of portfolio
250,665
Q1 2025 New
$0
$3.03 Billion 2.05% of portfolio
62,171
Q1 2025 Reduced 25.74%
$0
$2.23 Billion 1.51% of portfolio
27,284
Q1 2025 Added 204.71%
$0
$1.48 Billion 1.0% of portfolio
18,276
Q1 2025 New
$0
$533 Million 0.36% of portfolio
10,728
Q1 2025 Reduced 24.97%
$0
$503 Million 0.34% of portfolio
5,216
Q1 2025 New
$0
$279 Million 0.19% of portfolio
5,513
Q1 2025 Reduced 4.75%
$0
$277 Million 0.19% of portfolio
4,632
Q1 2025 Reduced 4.97%

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $147 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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