Clientfirst Wealth Management, LLC Portfolio Holdings by Sector
Clientfirst Wealth Management, LLC
- $82.6 Million
- Q3 2023
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Department Stores | Consumer Cyclical
DDS 1 stocks |
$49,102
59.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
IWF SPY VOO IWD MDY VOOV VEA SHY 26 stocks |
$29,860
36.14% of portfolio
|
  8  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,494
3.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
RWR VTI 2 stocks |
$751
0.91% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$218
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$205
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|