Clientfirst Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2023 - Nov 8, 2023
Value $
$82.3M
Signature - Title
Edward Mahaffy III - President
Location
Little Rock, AR
Summary
This page shows a list of all the recent 13F filings made by Clientfirst Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clientfirst Wealth Management, LLC reported 32 stock holdings with total value $82.3M as of Q3 2023. Top holdings included DDS, IWF, SPY, VOO, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 32 $82.3M +$1.84M -$3.51M -$1.66M DDS, IWF, SPY, VOO, AAPL 13F-HR 11/7/2023, 08:33 PM
Q2 2023 32 $84.1M +$2.7M $0 +$2.7M DDS, IWF, SPY, VOO, AAPL 13F-HR 7/20/2023, 10:19 AM
Q1 2023 24 $75.1M +$67.4K -$1.27M -$1.2M DDS, IWF, SPY, VOO, AAPL 13F-HR 4/20/2023, 09:43 PM
Q4 2022 26 $78.8M +$234K -$1.34M -$1.1M DDS, IWF, SPY, VOO, IWD 13F-HR 2/14/2023, 03:31 PM
Q3 2022 25 $80.4M +$683K -$3.38M -$2.7M DDS, IWF, SPY, VOO, IWD 13F-HR 11/14/2022, 08:35 AM
Q2 2022 27 $65.7M +$992K -$25.4M -$24.4M DDS, IWF, SPY, VOO, IWD 13F-HR 8/15/2022, 10:15 AM
Q1 2022 30 $109M $0 -$7.28K -$7.28K DDS, IWF, SPY, AAPL, VOO 13F-HR 5/12/2022, 09:34 PM
Q4 2021 30 $109M $0 $0 DDS, IWF, SPY, AAPL, VOO 13F-HR 4/1/2022, 04:47 PM