Back to CLIENT 1ST ADVISORY GROUP, LLC

Client 1St Advisory Group, LLC

All holdings · as of Dec 31, 2025

142 positions

CompanyClassValueShares% of portfolio
LOWES COMPANIES INC$342.5K1,4200.1%
ISHARES TR$344.6K5,5440.1%
QUALCOMM INC/DE$357.5K2,0900.1%
DIMENSIONAL ETF TRUST$363.5K13,7570.1%
ORACLE CORP$363.9K1,8670.1%
SPDR INDEX SHS FDS$368.8K7,8780.1%
CATERPILLAR INC$381.5K6660.1%
NEXTERA ENERGY INC$398.8K4,9670.1%
Elevance Health Inc$401.4K1,1450.1%
Walmart Inc.$405.2K3,6370.1%
VANGUARD INDEX FDS$411.9K1,9450.1%
EA SERIES TRUST$424.2K9,6220.1%
VANGUARD INDEX FDS$426.7K2,2340.1%
SCHWAB STRATEGIC TR$432.8K17,3800.1%
The Boeing Company$434.0K1,9990.1%
Walt Disney Co$448.0K3,9380.1%
APPLIED MATERIALS INC /DE$468.5K1,8230.1%
Warren E. Buffett$481.0K9570.2%
VANGUARD INDEX FDS$482.1K1,6610.2%
Philip Morris International Inc.$491.9K3,0670.2%
ISHARES TR$509.5K19,9200.2%
VANGUARD INTL EQUITY INDEX F$511.6K9,5170.2%
BITWISE BITCOIN ETF TR$519.9K10,9320.2%
ISHARES TR$538.8K3,3350.2%
ISHARES TR$554.9K4,6180.2%
Strategy Inc$559.2K3,6800.2%
VANGUARD WORLD FD$577.7K2,3000.2%
SOUTHERN CO$593.3K6,8030.2%
iShares MSCI UAE ETF$612.7K7,2390.2%
SCHWAB CHARLES CORP$644.6K6,4520.2%
ISHARES TR$651.6K4,6050.2%
LATTICE STRATEGIES TR$666.1K18,0140.2%
iShares MSCI UAE ETF$667.9K7,0940.2%
CHEVRON CORP$675.4K4,4320.2%
Alphabet Inc.$701.4K2,2410.2%
SELECT SECTOR SPDR TR$703.2K15,7290.2%
HOME DEPOT, INC.$713.6K2,0740.2%
LAM RESEARCH CORP$717.2K4,1900.2%
ISHARES TR$721.3K26,4200.2%
WP Carey Inc$721.3K11,2080.2%
SPDR INDEX SHS FDS$734.6K16,5410.2%
VANGUARD INTL EQUITY INDEX F$822.4K5,8300.3%
iShares MSCI UAE ETF$826.2K35,8840.3%
Visa Inc$829.2K2,3640.3%
iShares MSCI UAE ETF$844.6K5,6800.3%
Cencora Inc$852.5K2,5240.3%
IQVIA HOLDINGS INC.$861.3K3,8210.3%
INVESCO QQQ TR$908.1K1,4780.3%
SPDR S&P 500 ETF TR$965.3K1,4160.3%
Broadcom Inc.$1.02M2,9610.3%
← PrevPage 2 of 3Next →