CLIENT 1ST ADVISORY GROUP, LLC holdings history

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146 is the total number of securities CLIENT 1ST ADVISORY GROUP, LLC has owned. The longest CLIENT 1ST ADVISORY GROUP, LLC has owned a single stock is 16 quarters.

CLIENT 1ST ADVISORY GROUP, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPLG SPDR SER TR16168.91%12.33%18.33%Q4 2019Q3 202316
GOVT ISHARES TR16162.88%9.22%15.84%Q4 2019Q3 202316
SPIB SPDR SER TR16160.15%2.31%6.22%Q4 2019Q3 202316
ACWI ISHARES TR16160.24%2.12%14.01%Q4 2019Q3 202316
FALN ISHARES TR16160.25%2.08%4.14%Q4 2019Q3 202316
VIG VANGUARD SPECIALIZED F...16161.84%2.06%3.04%Q4 2019Q3 202316
QUAL ISHARES TR16160.19%1.60%9.70%Q4 2019Q3 202316
SIZE ISHARES TR16160.25%1.02%2.64%Q4 2019Q3 202316
AAPL APPLE INC16160.30%0.64%1.21%Q4 2019Q3 202316
GOOG ALPHABET INC16160.26%0.64%1.62%Q4 2019Q3 202316
WPC WP CAREY INC16160.40%0.56%0.91%Q4 2019Q3 202316
MA MASTERCARD INCORPORATED16160.26%0.42%0.62%Q4 2019Q3 202316
MGK VANGUARD WORLD FD16160.30%0.41%0.88%Q4 2019Q3 202316
BWX SPDR SER TR16160.16%0.28%0.65%Q4 2019Q3 202316
VEA VANGUARD TAX-MANAGED I...16160.14%0.20%0.56%Q4 2019Q3 202316
DTE DTE ENERGY CO16160.13%0.19%0.32%Q4 2019Q3 202316
ESGU ISHARES TR15152.29%12.27%14.74%Q1 2020Q3 202315
FTEC FIDELITY COVINGTON TRUST15150.72%1.43%2.45%Q1 2020Q3 202315
SHYG ISHARES TR15150.21%1.37%3.85%Q1 2020Q3 202315
VT VANGUARD INTL EQUITY I...15150.32%0.43%1.36%Q1 2020Q3 202315
USHY ISHARES TR15150.11%0.37%1.07%Q4 2019Q2 202315
MGC VANGUARD WORLD FD15150.23%0.34%1.13%Q1 2020Q3 202315
MUB ISHARES TR15150.14%0.34%0.56%Q1 2020Q3 202315
VBR VANGUARD INDEX FDS1320.15%0.25%0.95%Q4 2019Q3 202315
QCOM QUALCOMM INC1410.17%0.22%0.30%Q4 2019Q3 202315
VO VANGUARD INDEX FDS1410.14%0.16%0.27%Q4 2019Q3 202315
EFG ISHARES TR14143.42%4.53%5.25%Q2 2020Q3 202314
XSOE WISDOMTREE TR14140.88%3.46%6.02%Q2 2020Q3 202314
VLUE ISHARES TR14140.86%2.84%4.37%Q2 2020Q3 202314
IGSB ISHARES TR14140.26%2.09%6.89%Q2 2020Q3 202314
XOM EXXON MOBIL CORP1210.15%1.35%2.28%Q4 2019Q3 202314
RODM LATTICE STRATEGIES TR14140.30%1.15%3.42%Q2 2020Q3 202314
USMV ISHARES TR14140.40%1.12%2.23%Q2 2020Q3 202314
IHI ISHARES TR14140.18%0.87%2.20%Q2 2020Q3 202314
SPYG SPDR SER TR1130.12%0.35%2.16%Q4 2019Q3 202314
MSFT MICROSOFT CORP14140.19%0.29%0.42%Q2 2020Q3 202314
IQV IQVIA HLDGS INC14140.18%0.28%0.42%Q2 2020Q3 202314
MEAR ISHARES U S ETF TR14140.15%0.27%0.42%Q2 2020Q3 202314
SUB ISHARES TR14140.15%0.25%0.38%Q2 2020Q3 202314
FB META PLATFORMS INC14140.16%0.20%0.27%Q2 2020Q3 202314
AMZN AMAZON COM INC14140.13%0.20%0.37%Q2 2020Q3 202314
LOW LOWES COS INC14140.15%0.17%0.24%Q2 2020Q3 202314
EFA ISHARES TR1040.12%0.17%0.44%Q4 2019Q3 202314
HD HOME DEPOT INC810.11%0.15%0.23%Q4 2019Q3 202314
MBB ISHARES TR13131.39%2.61%3.33%Q3 2020Q3 202313
SPLB SPDR SER TR13130.11%1.47%4.66%Q2 2020Q2 202313
MTUM ISHARES TR1120.26%0.63%1.45%Q4 2019Q3 202313
BKNG BOOKING HOLDINGS INC13130.14%0.21%0.34%Q3 2020Q3 202313
AOA ISHARES TR13130.17%0.21%0.24%Q3 2020Q3 202313
V VISA INC1110.12%0.19%0.26%Q3 2020Q3 202312
EFV ISHARES TR11111.44%4.60%5.29%Q1 2021Q3 202311
SCHJ SCHWAB STRATEGIC TR11110.69%3.72%8.42%Q1 2021Q3 202311
SCHA SCHWAB STRATEGIC TR11110.39%1.54%2.42%Q1 2021Q3 202311
EMB ISHARES TR650.13%0.55%1.68%Q4 2019Q3 202311
ENB ENBRIDGE INC11110.12%0.21%0.35%Q1 2021Q3 202311
IUSB ISHARES TR10102.30%3.96%4.72%Q2 2021Q3 202310
SCHP SCHWAB STRATEGIC TR10100.12%1.54%2.48%Q2 2021Q3 202310
COMT ISHARES U S ETF TR10100.43%1.42%2.31%Q2 2021Q3 202310
XLE SELECT SECTOR SPDR TR10100.59%1.32%1.85%Q2 2021Q3 202310
IXG ISHARES TR10100.20%0.93%1.82%Q2 2021Q3 202310
ABC AMERISOURCEBERGEN CORP10100.10%0.22%0.34%Q1 2021Q2 202310
BRKB BERKSHIRE HATHAWAY INC...10100.18%0.20%0.23%Q2 2021Q3 202310
UNH UNITEDHEALTH GROUP INC10100.11%0.20%0.29%Q2 2021Q3 202310
VWO VANGUARD INTL EQUITY I...820.11%0.12%0.15%Q3 2020Q2 202310
TLH ISHARES TR990.44%0.88%1.44%Q3 2021Q3 20239
IGLB ISHARES TR990.12%0.68%1.72%Q1 2021Q1 20239
IYW ISHARES TR990.31%0.54%0.86%Q3 2021Q3 20239
CVX CHEVRON CORP NEW810.10%0.26%0.32%Q1 2021Q3 20239
AZN ASTRAZENECA PLC990.14%0.21%0.37%Q4 2019Q4 20219
NEAR ISHARES US ETF TR880.10%1.98%5.64%Q4 2019Q3 20218
SCHI SCHWAB STRATEGIC TR510.13%0.70%2.67%Q1 2021Q3 20238
IVV ISHARES TR710.16%0.53%0.83%Q1 2020Q3 20238
IYG ISHARES TR880.11%0.32%0.72%Q2 2020Q1 20228
ANTM ELEVANCE HEALTH INC880.11%0.19%0.27%Q4 2021Q3 20238
SO SOUTHERN CO880.11%0.16%0.22%Q4 2021Q3 20238
IGD VOYA GLBL EQTY DIV & P...880.04%0.05%0.05%Q4 2021Q3 20238
SCHZ SCHWAB STRATEGIC TR772.08%4.58%5.62%Q1 2022Q3 20237
SPTL SPDR SER TR770.14%1.05%2.31%Q4 2019Q2 20217
IEF ISHARES TR770.11%0.33%0.68%Q3 2020Q1 20227
ICVT ISHARES TR770.10%0.21%0.35%Q1 2022Q3 20237
XOP SPDR SER TR410.11%0.12%0.13%Q2 2021Q3 20237
SPAB SPDR SER TR420.14%0.25%0.59%Q4 2019Q3 20236
SHY ISHARES TR660.10%0.12%0.15%Q4 2020Q1 20226
EELV INVESCO EXCH TRADED FD...550.46%0.85%1.44%Q3 2022Q3 20235
IJR ISHARES TR550.22%0.49%0.70%Q3 2022Q3 20235
HDV ISHARES TR550.16%0.26%0.36%Q3 2022Q3 20235
IXUS ISHARES TR550.13%0.18%0.20%Q3 2022Q3 20235
RIG TRANSOCEAN LTD550.08%0.17%0.25%Q3 2022Q3 20235
IHDG WISDOMTREE TR310.10%1.16%2.66%Q4 2019Q2 20214
ESGE ISHARES INC440.15%0.71%1.89%Q1 2020Q4 20204
IBMQ ISHARES TR440.28%0.30%0.32%Q4 2022Q3 20234
IFRA ISHARES TR440.17%0.22%0.25%Q4 2022Q3 20234
AGG ISHARES TR440.15%0.19%0.24%Q4 2022Q3 20234
IBMP ISHARES TR440.16%0.16%0.18%Q4 2022Q3 20234
EA SERIES TRUST440.14%0.14%0.14%Q4 2022Q3 20234
SPDW SPDR INDEX SHS FDS440.12%0.13%0.14%Q4 2022Q3 20234
KMX CARMAX INC440.11%0.13%0.14%Q1 2022Q4 20224
LGLV SPDR SER TR330.61%2.53%3.87%Q4 2019Q2 20203
SPEM SPDR INDEX SHS FDS330.21%2.08%4.00%Q4 2019Q2 20203
XNTK SPDR SER TR330.23%1.69%3.14%Q4 2019Q2 20203
AGZ ISHARES TR330.46%1.55%2.22%Q4 2019Q2 20203
IEUR ISHARES TR330.31%1.40%2.14%Q4 2019Q2 20203
IEMG ISHARES INC331.00%1.17%1.29%Q1 2023Q3 20233
RWO SPDR INDEX SHS FDS330.18%0.45%0.80%Q4 2019Q2 20203
QQQ INVESCO QQQ TR330.11%0.25%0.53%Q1 2023Q3 20233
TSM TAIWAN SEMICONDUCTOR M...210.11%0.12%0.13%Q1 2022Q4 20223
DFAC DIMENSIONAL ETF TRUST224.00%7.40%10.80%Q2 2023Q3 20232
DIMENSIONAL ETF TRUST221.66%2.81%3.95%Q2 2023Q3 20232
DIMENSIONAL ETF TRUST221.39%2.69%4.00%Q2 2023Q3 20232
DIMENSIONAL ETF TRUST221.44%2.38%3.32%Q2 2023Q3 20232
DIMENSIONAL ETF TRUST220.54%1.03%1.52%Q2 2023Q3 20232
FLOT ISHARES TR220.53%0.81%1.10%Q4 2019Q1 20202
XSLV INVESCO EXCHNG TRADED ...220.32%0.71%1.10%Q4 2019Q1 20202
DON WISDOMTREE TR220.28%0.65%1.02%Q4 2019Q1 20202
IPAC ISHARES TR220.51%0.64%0.78%Q4 2019Q1 20202
TIPX SPDR SER TR220.23%0.51%0.80%Q4 2019Q1 20202
SPMD SPDR SER TR220.24%0.40%0.56%Q4 2019Q1 20202
DIMENSIONAL ETF TRUST220.14%0.26%0.38%Q2 2023Q3 20232
LRCX LAM RESEARCH CORP220.12%0.15%0.19%Q2 2023Q3 20232
IDV ISHARES TR220.14%0.15%0.15%Q4 2022Q1 20232
HWC HANCOCK WHITNEY CORPOR...220.14%0.14%0.14%Q3 2022Q4 20222
JPM JPMORGAN CHASE & CO220.13%0.13%0.13%Q2 2023Q3 20232
SPY SPDR S&P 500 ETF TR220.12%0.12%0.13%Q1 2023Q2 20232
PMO PUTNAM MUN OPPORTUNITI...220.06%0.06%0.07%Q4 2021Q1 20222
EWX SPDR INDEX SHS FDS110.64%0.64%0.64%Q4 2019Q4 20191
TFLO ISHARES TR110.49%0.49%0.49%Q3 2023Q3 20231
TSLA TESLA INC110.40%0.40%0.40%Q3 2023Q3 20231
HYMB SPDR SER TR110.37%0.37%0.37%Q1 2020Q1 20201
IVE ISHARES TR110.31%0.31%0.31%Q4 2019Q4 20191
TLT ISHARES TR110.29%0.29%0.29%Q3 2023Q3 20231
SPSB SPDR SERIES TRUST110.27%0.27%0.27%Q4 2019Q4 20191
GSEU GOLDMAN SACHS ETF TR110.26%0.26%0.26%Q1 2020Q1 20201
ICSH ISHARES TR110.25%0.25%0.25%Q1 2020Q1 20201
PJP INVESCO EXCHANGE TRADE...110.24%0.24%0.24%Q2 2020Q2 20201
SLYG SPDR SERIES TRUST110.22%0.22%0.22%Q4 2019Q4 20191
SAFM SANDERSON FARMS INC110.18%0.18%0.18%Q4 2020Q4 20201
PPL PPL CORP110.18%0.18%0.18%Q1 2021Q1 20211
BA BOEING CO110.17%0.17%0.17%Q2 2023Q2 20231
TIP ISHARES TR110.14%0.14%0.14%Q3 2023Q3 20231
VYM VANGUARD WHITEHALL FDS110.14%0.14%0.14%Q2 2023Q2 20231
IVW ISHARES TR110.13%0.13%0.13%Q3 2023Q3 20231
NVDA NVIDIA CORPORATION110.13%0.13%0.13%Q3 2023Q3 20231
ARKK ARK ETF TR110.12%0.12%0.12%Q2 2021Q2 20211
IEFA ISHARES TR110.12%0.12%0.12%Q1 2023Q1 20231
GOOGL ALPHABET INC110.10%0.10%0.10%Q3 2021Q3 20211
RIVE RIVERVIEW FINL CORP NEW110.08%0.08%0.08%Q1 2021Q1 20211
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The securities at the top of the list , including SPDR SER TR, ISHARES TR, and SPDR SER TR, are the highest-conviction holdings of CLIENT 1ST ADVISORY GROUP, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by CLIENT 1ST ADVISORY GROUP, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that CLIENT 1ST ADVISORY GROUP, LLC owns currently or has owned in the past.