Clientfirst Wealth Management, LLC - Q12026 Holdings
Clientfirst Wealth Management, LLC holds 50 stocks with a total portfolio value of $ 118.49M as of Q12026. In Q12026, Clientfirst Wealth Management, LLC added 2 new positions, increased stakes in 4 stocks, reduced 0 holdings, and fully exited 2 positions. The largest holding is Dillards Inc (DDS), representing 52.20% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options