CIK 1802816
CLIENT 1ST ADVISORY GROUP, LLC
Institutional 13F holdings & portfolio
Holdings
142
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 101–142 of 142
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| TLH | ISHARES TR | 3K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| HEFA | ISHARES TR | 7K | $100K–$500K | SH |
| HWC | HANCOCK WHITNEY CORPORATION | 5K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 2K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 931 | $100K–$500K | SH |
| MTUM | ISHARES TR | 1K | $100K–$500K | SH |
| MEAR | ISHARES U S ETF TR | 5K | $100K–$500K | SH |
| SPTM | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| SPAB | SPDR SERIES TRUST | 10K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| AOA | ISHARES TR | 3K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| IBMP | ISHARES TR | 10K | $100K–$500K | SH |
| GE | GE AEROSPACE | 814 | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 25K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 1K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 685 | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 776 | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| IXG | ISHARES TR | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 733 | $100K–$500K | SH |
| HACK | AMPLIFY ETF TR | 3K | $100K–$500K | SH |
| KORP | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| RIG | TRANSOCEAN LTD | 51K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 837 | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | 12K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 13K | $100K–$500K | SH |
| IGD | VOYA GLBL EQTY DIV & PREM OP | 17K | $50K–$100K | SH |
| FNGR | FINGERMOTION INC | 14K | $15K–$50K | SH |