CLIENT 1ST ADVISORY GROUP, LLC
Top Portfolio Positions
63 positions ·
$50,086,680 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
54,909 | $9,576,129 | 19.12% | |
| XOM |
Exxon Mobil Corp
Energy
|
20,860 | $3,539,107 | 7.07% | |
| AAPL |
Apple Inc.
Technology
|
13,694 | $3,475,400 | 6.94% | |
| MSFT |
Microsoft Corp
Technology
|
5,816 | $2,152,908 | 4.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,979 | $2,078,326 | 4.15% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,598 | $1,469,792 | 2.93% | |
| MA |
Mastercard Inc
Financial Services
|
2,466 | $1,232,161 | 2.46% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,068 | $1,183,164 | 2.36% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
3,366 | $1,137,539 | 2.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,826 | $1,053,930 | 2.10% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FNGR
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,396 | 14,469 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $17,796 | 14,469 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $22,861 | 14,469 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $29,372 | 14,469 | Shares | Sole | 2025-07-18 | |
| No 13F history on record for this holder in this stock. | ||||||