CLIENTFIRST WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DDS | 108K | $66.43M |
 | AAPL | 14K | $3.67M |
 | PLTR | 5K | $835.48K |
 | WMT | 2K | $234.98K |
 | NVDA | 2K | $326.51K |
 | TSLA | 2K | $733.79K |
 | SPG | 2K | $298.96K |
 | JPM | 2K | $474.41K |
 | AMZN | 1K | $324.96K |
 | CAT | 827 | $394.60K |
 | META | 356 | $261.44K |
Dillard's, Inc.
DDS
Shares Held
108K
Value
$66.43M
Apple Inc.
AAPL
Shares Held
14K
Value
$3.67M
Palantir Technologies Inc.
PLTR
Shares Held
5K
Value
$835.48K
Walmart Inc.
WMT
Shares Held
2K
Value
$234.98K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$326.51K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$733.79K
Simon Property Group, Inc.
SPG
Shares Held
2K
Value
$298.96K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$474.41K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$324.96K
Caterpillar Inc.
CAT
Shares Held
827
Value
$394.60K
Meta Platforms, Inc.
META
Shares Held
356
Value
$261.44K