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Value $
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$260M
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Signature - Title
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Herbert Pontzer - Chief Compliance Officer
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Location
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Dunedin, FL
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Summary
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This page shows a list of all the recent 13F filings made by CLIENT 1ST ADVISORY GROUP, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. CLIENT 1ST ADVISORY GROUP, LLC reported 130 stock holdings with total value $260M as of Q4 2024. Top holdings included DFAC, SPLG, DFCF, DFSD, and DFIC.