StockDriftsStockDriftsTop 50 Clientfirst Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DDS | DILLARDS INC | 52.2% | 108.1K | $61.8M | +0.00%(+0) | $208.77(+155.27%) | 2026-03-31 | |
| IWF | ISHARES TR | 10.17% | 28.3K | $12.1M | +0.00%(+0) | $289.82(-57.11%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.36% | 8.0K | $5.2M | +0.00%(+0) | $452.37(+64.09%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.49% | 6.9K | $4.1M | +0.00%(+0) | $411.20(+65.96%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.21% | 15.0K | $3.8M | +4.17%(+600) | $164.14(+82.08%) | 2026-03-31 | |
| IWD | ISHARES TR | 2.61% | 14.5K | $3.1M | +0.00%(+0) | $161.88(+44.98%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.43% | 11.6K | $2.9M | +0.00%(+0) | $219.20(+28.96%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.11% | 39.0K | $2.5M | +1.30%(+500) | $49.36(+43.09%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 1.95% | 3.7K | $2.3M | +0.00%(+0) | $499.28(+33.68%) | 2026-03-31 | |
| VOOV | VANGUARD ADMIRAL FDS INC | 1.72% | 10.0K | $2.0M | +0.00%(+0) | $146.03(+48.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.89% | +32.71% |
| Top 20 Holdings Unweighted | -0.20% | -0.60% |
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