Loading…
CIK 0002018284 • 6 13F filings • Apr 14, 2025 – Jul 9, 2026
Import this data to Google Sheets with:
=jivedata("client-first-investment-management-llc-0002018284-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| DIREXION SHARES ETF TRUST | DAILY MAGNIFICEN | $1.0M | 0.5% | 70,434 SH | New |
| DIREXION SHARES ETF TRUST | DAILY PLTR BR1X | $2.3M | 1.2% | 310,184 SH | New |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $47.3M | 24.6%Prev: 24.1% | 406,866 SH | Increased+88,081 SH |
| ELI LILLY & CO | COM | $2.1M | 1.1%Prev: 1.4% | 2,283 SH | Increased-178 SH |
| GRANITESHARES ETF TR | 2X SHORT NVDA DA | $443K | 0.2% | 58,683 SH | New |
| MICROSOFT CORP | COM | $1.5M | 0.8%Prev: 1.1% | 3,995 SH | Decreased-405 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $8.0M | 4.2%Prev: 0.4% | 161,880 SH | Increased+151,152 SH |
| PROSHARES TR | PSHS ULT S&P 500 | $6.1M | 3.2% | 118,057 SH | New |
| PROSHARES TR | ULTRA ENERGY | $4.4M | 2.3% | 65,354 SH | New |
| PROSHARES TR | ULTRASHORT QQQ | $2.4M | 1.2% | 104,613 SH | New |
| PROSHARES TR | ULTRASHRT S&P500 | $7.9M | 4.1% | 105,390 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $5.6M | 2.9% | 68,738 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $1.9M | 1.0% | 41,208 SH | New |
| SERIES PORTFOLIOS TR | ADAPTIV SELECT | $100.4M | 52.2%Prev: 50.8% | 2,381,718 SH | Increased+201,338 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $599K | 0.3% | 6,535 SH | New |
| VISA INC | COM CL A | $307K | 0.2% | 1,015 SH | New |
| Q3 2025 |
| 13F-HR |
| 0002085853-25-000092 |
| $196.0M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000661 | $237.3M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000749 | $163.0M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000350 | $192.4M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000424 | $147.5M | View |