CLIENT 1ST ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ELV | 1K | $379.99K |
 | CRM | 1K | $258.09K |
 | MPC | 1K | $201.22K |
 | ABBV | 976 | $225.93K |
 | BRK-B | 935 | $470.06K |
 | ADSK | 931 | $295.75K |
 | APD | 837 | $228.27K |
 | VEEV | 676 | $201.39K |
 | UNH | 612 | $211.32K |
 | CAT | 559 | $266.73K |
 | BKNG | 225 | $1.21M |
 | NFLX | 167 | $200.22K |
Elevance Health Inc.
ELV
Shares Held
1K
Value
$379.99K
Salesforce, Inc.
CRM
Shares Held
1K
Value
$258.09K
Marathon Petroleum Corporation
MPC
Shares Held
1K
Value
$201.22K
AbbVie Inc.
ABBV
Shares Held
976
Value
$225.93K
Berkshire Hathaway Inc.
BRK-B
Shares Held
935
Value
$470.06K
Autodesk, Inc.
ADSK
Shares Held
931
Value
$295.75K
Air Products and Chemicals, Inc.
APD
Shares Held
837
Value
$228.27K
Veeva Systems Inc.
VEEV
Shares Held
676
Value
$201.39K
UnitedHealth Group Incorporated
UNH
Shares Held
612
Value
$211.32K
Caterpillar Inc.
CAT
Shares Held
559
Value
$266.73K
Booking Holdings Inc.
BKNG
Shares Held
225
Value
$1.21M
Netflix, Inc.
NFLX
Shares Held
167
Value
$200.22K