CLIENTFIRST WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DDS | 108K | $65.55M |
 | AAPL | 14K | $3.92M |
 | PLTR | 5K | $814.10K |
 | WMT | 2K | $254.01K |
 | MSTR | 2K | $288.70K |
 | NVDA | 2K | $326.38K |
 | TSLA | 2K | $742.04K |
 | SPG | 2K | $294.88K |
 | JPM | 2K | $484.62K |
 | AMZN | 1K | $341.61K |
 | CAT | 869 | $497.82K |
 | META | 356 | $234.99K |
Dillard's, Inc.
DDS
Shares Held
108K
Value
$65.55M
Apple Inc.
AAPL
Shares Held
14K
Value
$3.92M
Palantir Technologies Inc.
PLTR
Shares Held
5K
Value
$814.10K
Walmart Inc.
WMT
Shares Held
2K
Value
$254.01K
Strategy Inc
MSTR
Shares Held
2K
Value
$288.70K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$326.38K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$742.04K
Simon Property Group, Inc.
SPG
Shares Held
2K
Value
$294.88K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$484.62K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$341.61K
Caterpillar Inc.
CAT
Shares Held
869
Value
$497.82K
Meta Platforms, Inc.
META
Shares Held
356
Value
$234.99K