Holdings
Clientfirst Wealth Management, LLC
As of Jun 30, 2026, Clientfirst Wealth Management, LLC reported 13 positions worth US$66.2M. Largest: Dillard's, Inc., Apple Inc and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Dillard's, Inc. | 108K | US$57.2M | +59 | Jun 30, 2026 |
| Apple Inc | 15,002 | US$4.34M | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 869 | US$925K | no change | Jun 30, 2026 |
| Tesla, Inc. | 1,710 | US$719K | no change | Jun 30, 2026 |
| Palantir Technologies Inc. | 4,580 | US$534K | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,504 | US$492K | no change | Jun 30, 2026 |
| Simon Property Group, Inc. | 1,593 | US$356K | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 1,480 | US$353K | no change | Jun 30, 2026 |
| Nvidia Corporation | 1,750 | US$350K | no change | Jun 30, 2026 |
| Intel Corporation | 2,500 | US$349K | new | Jun 30, 2026 |