Client First Investment Management LLC

13F Filings History

Latest 13F report
Q2 2025 - Jul 9, 2025
Value $
$163M
Signature - Title
Paul Zarling - Chief Compliance Officer
Location
West Bend, WI
Summary
This page shows a list of all the recent 13F filings made by Client First Investment Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Client First Investment Management LLC reported 26 stock holdings with total value $163M as of Q2 2025. Top holdings included ADPV, BOXX, SSO, USD, and QLD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 26 $163M +$50.1M -$41M +$9.09M ADPV, BOXX, SSO, USD, QLD 13F-HR 7/9/2025, 10:16 AM
Q1 2025 14 $147M +$58.6M -$64.2M -$5.54M ADPV, BOXX, BIL, SGOL, JBBB 13F-HR 4/14/2025, 11:01 AM
Q4 2024 23 $156M +$27.5M -$8.69M +$18.8M ADPV, SSO, FLRT, BOXX, USD 13F-HR 1/15/2025, 04:21 PM
Q3 2024 24 $131M +$14.3M -$17.3M -$2.97M ADPV, SSO, FLRT, USD, BOXX 13F-HR 11/8/2024, 11:00 AM
Q2 2024 25 $129M +$23.9M -$24.3M -$376K ADPV, SSO, FLRT, BOXX, QLD 13F-HR 8/13/2024, 04:22 PM
Q1 2024 22 $126M +$41.4M -$34.1M +$7.32M ADPV, SSO, BOXX, FLRT, UWM 13F-HR 4/19/2024, 10:14 AM
Q4 2023 23 $103M $0 $0 ADPV, SSO, BIL, UWM, ROM 13F-HR 4/10/2024, 04:07 PM