CLIENT 1ST ADVISORY GROUP, LLC
CIK
1802816
City
DUNEDIN
State / Country
FL
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 IGD
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $94,050 | 16,500 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $94,380 | 16,500 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $97,845 | 16,500 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $95,700 | 16,500 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $95,205 | 16,500 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $89,430 | 16,500 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $93,060 | 16,500 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $84,810 | 16,500 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $87,450 | 16,500 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $82,005 | 16,500 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $80,850 | 16,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $84,810 | 16,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $84,150 | 16,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $89,265 | 16,500 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $82,500 | 16,500 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $90,750 | 16,500 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $96,690 | 16,500 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $102,465 | 16,500 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||