Herbert Pontzer

@Client 1st Advisory Group, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$259.894M

Total holdings130

Assets growth rate11.92%

Assets growth rate (2-Q avg)8.11%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Client 1st Advisory Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 130 positions.

Assets under management

The assets under management (AUM) of Client 1st Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 259.894M in assets, with a quarterly growth rate of 11.92% and a 2-quarter average growth rate of 8.11%. The portfolio is managed by Herbert Pontzer, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
KMXCarmax Inc Recent Activity Decreased -18.34%	0.1%	$234,324 2,866 shares@ $81.76 avg price	Decreased -18.34%
IXGIshares Tr Recent Activity Decreased -31.98%	0.08%	$205,465 2,139 shares@ $96.06 avg price	Decreased -31.98%
IJHIshares Tr Recent Activity Decreased -13.89%	0.08%	$204,626 3,284 shares@ $62.31 avg price	Decreased -13.89%
RIGTransocean Ltd Recent Activity Decreased -1.38%	0.08%	$193,346 51,559 shares@ $3.75 avg price	Decreased -1.38%