HoldingsChannel.com
Client 1ST Advisory Group LLC Top Holdings
As of  06/30/2022, below is a summary of the Client 1ST Advisory Group LLC top holdings by largest position size, as per the latest 13f filing made by Client 1ST Advisory Group LLC. In the Client 1ST Advisory Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Client 1ST Advisory Group LLC in that top holding, then the share count change between reporting periods, and finally the Client 1ST Advisory Group LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SPDR SER TR (SPLG) 550,822 +74,940 $24,423
     SPLG550,822+74,940$24,423
ISHARES TR (ESGU) 267,856 +3,214 $22,473
     ESGU267,856+3,214$22,473
ISHARES TR (GOVT) 610,394 -100,789 $14,588
     GOVT610,394-100,789$14,588
ISHARES TR (EFV) 202,600 -11,049 $8,793
     EFV202,600-11,049$8,793
SCHWAB STRATEGIC TR 174,619 +90,645 $8,359
     SCHZ174,619+90,645$8,359
ISHARES TR (IUSB) 168,323 -2,556 $7,881
     IUSB168,323-2,556$7,881
ISHARES TR (EFG) 80,802 -17,362 $6,504
     EFG80,802-17,362$6,504
ISHARES TR (FALN) 257,106 -21,355 $6,330
     FALN257,106-21,355$6,330
WISDOMTREE TR 175,981 -12,555 $5,047
     XSOE175,981-12,555$5,047
SCHWAB STRATEGIC TR 99,396 -119,302 $4,720
     SCHJ99,396-119,302$4,720
ISHARES TR (VLUE) 46,770 -13,345 $4,234
     VLUE46,770-13,345$4,234
ISHARES TR (MBB) 43,176 -13,325 $4,209
     MBB43,176-13,325$4,209
SCHWAB STRATEGIC TR 73,734 -9,906 $4,114
     SCHP73,734-9,906$4,114
ISHARES U S ETF TR (COMT) 94,732 +4,102 $3,878
     COMT94,732+4,102$3,878
VANGUARD SPECIALIZED FUNDS (VIG) 22,795 -527 $3,270
     VIG22,795-527$3,270
SCHWAB STRATEGIC TR 82,262 -8,695 $3,207
     SCHA82,262-8,695$3,207
SELECT SECTOR SPDR TR (XLE) 43,587 -4,410 $3,117
     XLE43,587-4,410$3,117
EXXON MOBIL CORP 35,018 UNCH $2,999
     XOM35,018UNCH$2,999
FIDELITY COVINGTON TRUST 17,952 -2,775 $1,732
     FTEC17,952-2,775$1,732
ISHARES TR (TLH) 11,484 -47 $1,380
     TLH11,484-47$1,380
ALPHABET INC 608 +15 $1,330
     GOOG608+15$1,330
APPLE INC 9,520 +1,454 $1,302
     AAPL9,520+1,454$1,302
ISHARES TR (IXG) 19,206 -17,253 $1,263
     IXG19,206-17,253$1,263
ISHARES TR (USMV) 16,033 +83 $1,126
     USMV16,033+83$1,126
ISHARES TR (IGSB) 20,773 -7,775 $1,050
     IGSB20,773-7,775$1,050
WP CAREY INC 11,837 -257 $981
     WPC11,837-257$981
MASTERCARD INCORPORATED 2,783 +76 $878
     MA2,783+76$878
LATTICE STRATEGIES TR 30,273 -3,754 $753
     RODM30,273-3,754$753
ISHARES TR (SHYG) 17,988 -4,053 $729
     SHYG17,988-4,053$729
SPDR SER TR (SPIB) 22,116 -14,351 $722
     SPIB22,116-14,351$722
MICROSOFT CORP 2,756 +103 $708
     MSFT2,756+103$708
SPDR SER TR (SPLB) 29,219 -11,813 $704
     SPLB29,219-11,813$704
ISHARES TR (IYW) 8,632 -1,151 $690
     IYW8,632-1,151$690
ISHARES TR (SIZE) 6,174 -1,367 $679
     SIZE6,174-1,367$679
IQVIA HLDGS INC 3,077 +92 $668
     IQV3,077+92$668
ISHARES TR (IHI) 12,234 -2,119 $617
     IHI12,234-2,119$617
VANGUARD INTL EQUITY INDEX F (VT) 6,434 +3 $549
     VT6,434+3$549
ENBRIDGE INC 12,893 +494 $545
     ENB12,893+494$545
VANGUARD WORLD FD (MGK) 2,936 -47 $533
     MGK2,936-47$533
CHEVRON CORP NEW 3,304 UNCH $478
     CVX3,304UNCH$478
ISHARES TR (MTUM) 3,377 -2,005 $461
     MTUM3,377-2,005$461
AMERISOURCEBERGEN CORP 3,091 +94 $437
     ABC3,091+94$437
ISHARES TR (IGLB) 7,913 -7,405 $422
     IGLB7,913-7,405$422
UNITEDHEALTH GROUP INC 817 +23 $420
     UNH817+23$420
VANGUARD WORLD FD (MGC) 3,151 -29 $415
     MGC3,151-29$415
ISHARES TR (ACWI) 4,920 -148 $413
     ACWI4,920-148$413
ISHARES TR (SUB) 3,707 -3,275 $388
     SUB3,707-3,275$388
ELEVANCE HEALTH INC 791 +25 $382
     ANTM791+25$382
ISHARES TR (AOA) 6,381 +110 $382
     AOA6,381+110$382
VISA INC 1,907 +47 $375
     V1,907+47$375

See Full List: All Stocks Held By Client 1ST Advisory Group LLC
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Client 1ST Advisory Group LLC

Size ($ in 1000's)
At 06/30/2022: $168,085
At 03/31/2022: $204,669

Client 1ST Advisory Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Client 1ST Advisory Group LLC 13F filings. Link to 13F filings: SEC filings

Client 1ST Advisory Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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