Clientfirst Wealth Management, LLC
Top Portfolio Positions
20 positions ·
$79,399,058 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DDS |
Dillard's, Inc.
Consumer Cyclical
|
108,101 | $61,845,663 | 77.89% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,950 | $5,170,203 | 6.51% | |
| AAPL |
Apple Inc.
Technology
|
15,002 | $3,807,357 | 4.80% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
3,741 | $2,307,299 | 2.91% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
4,580 | $669,962 | 0.84% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,710 | $635,692 | 0.80% | |
| CAT |
Caterpillar Inc
Industrials
|
869 | $615,651 | 0.78% | |
| IBIT |
iShares Bitcoin Trust ETF
|
15,890 | $610,493 | 0.77% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
9,793 | $578,080 | 0.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,504 | $442,416 | 0.56% |
Portfolio Trend
14 quarters · across all stocks
Holdings in DDS
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,845,663 | 108,101 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $65,545,960 | 108,101 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $66,425,902 | 108,101 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $45,243,468 | 108,282 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,540,674 | 113,201 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $48,873,399 | 113,201 | Shares | Sole | 2025-01-28 | |
| 2023-09-30 | $49,102,459 | 148,431 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $51,262,503 | 157,112 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $48,340,220 | 157,112 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $51,489,638 | 159,312 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $43,523,494 | 159,567 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,504,491 | 160,967 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $72,108,341 | 268,670 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $65,829,523 | 268,670 | Shares | Sole | 2022-04-01 | |
| No 13F history on record for this holder in this stock. | ||||||