CLIENT 1ST ADVISORY GROUP, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 16, 2025
Value $
$260M
Signature - Title
Herbert Pontzer - Chief Compliance Officer
Location
Dunedin, FL
Summary
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.
Holdings Value