41 is the total number of securities Clientfirst Wealth Management, LLC has owned. The longest Clientfirst Wealth Management, LLC has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DDS | DILLARDS INC | 8 | 8 | 54.00% | 61.98% | 66.98% | Q4 2021 | Q3 2023 | 8 |
| IWF | ISHARES TR | 8 | 8 | 7.16% | 8.45% | 9.48% | Q4 2021 | Q3 2023 | 8 |
| SPY | SPDR S&P 500 ETF TR | 8 | 8 | 3.25% | 3.94% | 4.70% | Q4 2021 | Q3 2023 | 8 |
| VOO | VANGUARD INDEX FDS | 8 | 8 | 2.27% | 3.09% | 3.60% | Q4 2021 | Q3 2023 | 8 |
| AAPL | APPLE INC | 8 | 8 | 2.38% | 2.85% | 3.31% | Q4 2021 | Q3 2023 | 8 |
| IWD | ISHARES TR | 8 | 8 | 2.16% | 2.69% | 3.16% | Q4 2021 | Q3 2023 | 8 |
| MDY | SPDR S&P MIDCAP 400 ET... | 8 | 8 | 1.68% | 2.08% | 2.38% | Q4 2021 | Q3 2023 | 8 |
| VOOV | VANGUARD ADMIRAL FDS INC | 8 | 8 | 1.50% | 1.81% | 2.22% | Q4 2021 | Q3 2023 | 8 |
| IWM | ISHARES TR | 8 | 8 | 1.23% | 1.66% | 2.16% | Q4 2021 | Q3 2023 | 8 |
| PFF | ISHARES TR | 8 | 8 | 1.18% | 1.42% | 2.12% | Q4 2021 | Q3 2023 | 8 |
| VEA | VANGUARD TAX-MANAGED I... | 8 | 8 | 1.09% | 1.31% | 1.63% | Q4 2021 | Q3 2023 | 8 |
| IVV | ISHARES TR | 8 | 8 | 0.98% | 1.20% | 1.38% | Q4 2021 | Q3 2023 | 8 |
| IVE | ISHARES TR | 8 | 8 | 0.57% | 0.74% | 0.85% | Q4 2021 | Q3 2023 | 8 |
| RWR | SPDR SER TR | 8 | 8 | 0.63% | 0.71% | 0.90% | Q4 2021 | Q3 2023 | 8 |
| VWO | VANGUARD INTL EQUITY I... | 8 | 8 | 0.52% | 0.60% | 0.83% | Q4 2021 | Q3 2023 | 8 |
| DBC | INVESCO DB COMMDY INDX... | 8 | 8 | 0.36% | 0.56% | 1.02% | Q4 2021 | Q3 2023 | 8 |
| EFA | ISHARES TR | 8 | 8 | 0.33% | 0.43% | 0.51% | Q4 2021 | Q3 2023 | 8 |
| IWN | ISHARES TR | 8 | 8 | 0.25% | 0.38% | 0.68% | Q4 2021 | Q3 2023 | 8 |
| IJK | ISHARES TR | 8 | 8 | 0.30% | 0.37% | 0.42% | Q4 2021 | Q3 2023 | 8 |
| DVY | ISHARES TR | 8 | 8 | 0.30% | 0.35% | 0.46% | Q4 2021 | Q3 2023 | 8 |
| IJJ | ISHARES TR | 8 | 8 | 0.22% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 8 |
| VTI | VANGUARD INDEX FDS | 8 | 8 | 0.23% | 0.27% | 0.32% | Q4 2021 | Q3 2023 | 8 |
| SCHD | SCHWAB STRATEGIC TR | 5 | 2 | 0.19% | 0.29% | 0.43% | Q4 2021 | Q3 2023 | 7 |
| SHY | ISHARES TR | 6 | 6 | 0.39% | 0.68% | 1.30% | Q2 2022 | Q3 2023 | 6 |
| JPM | JPMORGAN CHASE & CO | 2 | 2 | 0.19% | 0.24% | 0.27% | Q4 2021 | Q3 2023 | 6 |
| EL | LAUDER ESTEE COS INC | 3 | 3 | 1.25% | 1.48% | 1.94% | Q4 2021 | Q2 2022 | 3 |
| USB | US BANCORP DEL | 3 | 3 | 0.66% | 0.76% | 0.94% | Q4 2021 | Q2 2022 | 3 |
| VMBS | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.36% | 0.41% | 0.51% | Q4 2021 | Q2 2022 | 3 |
| XLU | SELECT SECTOR SPDR TR | 3 | 3 | 0.26% | 0.31% | 0.42% | Q4 2021 | Q2 2022 | 3 |
| RSP | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.26% | 0.68% | 1.10% | Q2 2023 | Q3 2023 | 2 |
| INDA | ISHARES TR | 2 | 2 | 0.45% | 0.46% | 0.46% | Q2 2023 | Q3 2023 | 2 |
| BSV | VANGUARD BD INDEX FDS | 2 | 2 | 0.31% | 0.45% | 0.59% | Q2 2023 | Q3 2023 | 2 |
| AMZN | AMAZON COM INC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
| VXF | VANGUARD INDEX FDS | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
| SPG | SIMON PPTY GROUP INC NEW | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
| BWX | SPDR SER TR | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
| CAPITOL SER TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 | |
| BNDX | VANGUARD CHARLOTTE FDS | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
| IEF | ISHARES TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
| TLT | ISHARES TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
| PHYS | SPROTT PHYSICAL GOLD TR | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Download | |||||||||
The securities at the top of the list , including DILLARDS INC, ISHARES TR, and SPDR S&P 500 ETF TR, are the highest-conviction holdings of Clientfirst Wealth Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Clientfirst Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Clientfirst Wealth Management, LLC owns currently or has owned in the past.