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CliftonLarsonAllen Wealth Advisors

Latest statistics and disclosures from Cliftonlarsonallen Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SPHQ, VEA, SPAB, VTEB, and represent 46.57% of Cliftonlarsonallen Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPAB (+$40M), SPHQ (+$27M), VOO (+$21M), SPIB (+$17M), VTEB (+$16M), VGIT (+$15M), VEA (+$9.0M), VIGI (+$8.5M), IBTG (+$6.3M), PZA (+$5.8M).
Started 8 new stock positions in XLF, CSCO, VFC, BITB, T, VZ, MDLZ, IBMT.
Reduced shares in these 10 stocks: IBTF (-$25M), SCHG (-$16M), MUB (-$10M), IEFA (-$7.8M), IBDQ (-$6.6M), IVW (-$6.5M), IVE (-$5.1M), IWY, IBMN, TFI.
Sold out of its positions in MUST, IVT, IYE, COMT, IUSB, IBDQ, IBTF, PEP, UNP.
Cliftonlarsonallen Wealth Advisors was a net buyer of stock by $86M.
Cliftonlarsonallen Wealth Advisors has $6.3B in assets under management (AUM), dropping by 6.29%.
Central Index Key (CIK): 0000944361

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Portfolio Holdings for Cliftonlarsonallen Wealth Advisors

Cliftonlarsonallen Wealth Advisors holds 201 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	19.5	$1.2B		2.0M	612.38	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	9.7	$617M	+4%	8.4M	73.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.3	$463M		7.7M	59.92	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	5.8	$366M	+12%	14M	25.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.2	$269M	+6%	5.4M	50.07	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	3.2	$204M	+9%	6.0M	33.89	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.7	$173M	+5%	1.9M	89.57	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	2.4	$152M	+3%	3.3M	46.32	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.4	$150M	+2%	2.8M	54.18	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.2	$141M	+12%	2.3M	60.03	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.1	$135M		1.3M	103.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$115M	-5%	951k	120.72	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.6	$103M		988k	104.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$103M	-7%	1.2M	87.31	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$99M	-4%	479k	206.51	View chart
Ishares Tr Mbs Etf (MBB)	1.5	$97M	+5%	1.0M	95.15	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	1.5	$96M	+6%	4.1M	23.09	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	1.2	$79M	+5%	1.6M	48.22	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$71M	-3%	1.8M	38.57	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$69M	-2%	355k	194.50	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$64M	-13%	604k	106.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$63M		2.5M	25.71	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.0	$62M		2.0M	31.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$58M		176k	328.17	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.9	$56M	+4%	2.3M	24.77	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.9	$55M	+4%	2.2M	24.93	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$51M	-23%	1.6M	31.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$47M	-5%	71k	669.30	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$47M	-8%	172k	273.65	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$43M	-6%	649k	65.92	View chart
Apple (AAPL)	0.7	$43M	-2%	168k	254.63	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.6	$41M	+13%	552k	73.54	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$40M	-5%	1.3M	31.38	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.6	$39M		1.1M	34.92	View chart
EOG Resources (EOG)	0.6	$36M		325k	112.12	View chart
Microsoft Corporation (MSFT)	0.5	$31M	-2%	60k	517.95	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$28M	-9%	643k	44.19	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$27M		367k	73.48	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$24M		1.0M	23.47	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.4	$23M	+36%	1.0M	22.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$23M		828k	27.90	View chart
Ishares Tr Investment Grade (IGEB)	0.3	$22M	-8%	473k	46.05	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$21M	-5%	720k	29.11	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$21M	+6%	407k	50.73	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$20M	-2%	387k	51.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$19M	-2%	163k	118.83	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$18M	-12%	218k	82.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$18M		249k	71.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$18M	-9%	27k	666.19	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$16M	-9%	135k	119.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$15M		651k	23.28	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$15M	-11%	251k	59.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$14M	-13%	98k	145.65	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$14M	+38%	618k	22.52	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.2	$13M	-22%	286k	45.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$13M	-4%	129k	100.25	View chart
NVIDIA Corporation (NVDA)	0.2	$13M	+9%	69k	186.58	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$12M	-9%	122k	96.46	View chart
Rockwell Automation (ROK)	0.2	$12M		34k	349.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$11M	-4%	24k	468.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$11M	-5%	55k	203.59	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$11M	-9%	136k	81.19	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$9.5M		81k	117.04	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$9.3M		66k	140.05	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$8.8M	+20%	505k	17.48	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$8.4M		197k	42.79	View chart
Amazon (AMZN)	0.1	$8.4M	+2%	38k	219.57	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$8.4M	-10%	79k	106.78	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$8.4M	+72%	147k	57.04	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$8.3M	+9%	173k	48.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$7.1M	-6%	110k	65.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$6.7M		14k	479.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$6.5M		27k	241.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$6.4M		30k	215.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$6.3M	-2%	26k	243.10	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$6.2M	+35%	279k	22.39	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$6.2M	-7%	267k	23.12	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$6.1M		44k	137.80	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$6.0M		224k	26.95	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$5.9M	+36%	243k	24.30	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$5.9M	+26%	229k	25.64	View chart
Abbvie (ABBV)	0.1	$5.8M	+2%	25k	231.54	View chart
Constellation Energy (CEG)	0.1	$5.4M	-2%	17k	329.07	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$5.4M	-14%	103k	52.22	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$5.4M		161k	33.37	View chart
JPMorgan Chase & Co. (JPM)	0.1	$5.1M	-16%	16k	315.43	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$4.9M	-3%	194k	25.48	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$4.8M	-17%	217k	22.34	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$4.7M		184k	25.66	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$4.6M		50k	92.98	View chart
Procter & Gamble Company (PG)	0.1	$4.5M	-24%	30k	153.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$4.5M		24k	186.49	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$4.4M	+126%	87k	50.90	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$3.9M		162k	24.40	View chart
Exxon Mobil Corporation (XOM)	0.1	$3.7M	-7%	32k	112.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$3.6M	+6%	15k	243.55	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$3.6M		163k	21.95	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$3.5M	+5%	146k	24.34	View chart
Devon Energy Corporation (DVN)	0.1	$3.5M		99k	35.06	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$3.4M	+6%	133k	25.53	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$3.4M	-6%	26k	130.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$3.3M		125k	26.34	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$3.2M	+29%	127k	25.52	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$3.2M		10k	307.86	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$3.1M	-2%	39k	79.80	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$2.9M		99k	29.64	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$2.9M	-5%	31k	93.75	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$2.9M	NEW	46k	62.22	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$2.9M		42k	68.08	View chart
Merck & Co (MRK)	0.0	$2.9M	+65%	34k	83.93	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$2.7M		52k	52.30	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$2.7M		29k	93.37	View chart
Waste Management (WM)	0.0	$2.7M		12k	220.83	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$2.7M	+62%	134k	19.88	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.0	$2.6M	+104%	100k	26.08	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$2.5M	+2%	20k	130.25	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$2.5M	+18%	106k	23.47	View chart
Wal-Mart Stores (WMT)	0.0	$2.4M	+14%	24k	103.06	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$2.4M	-16%	17k	142.10	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$2.3M	-3%	52k	45.42	View chart
Nextera Energy (NEE)	0.0	$2.3M	-14%	30k	75.49	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$2.2M	-5%	26k	88.14	View chart
Sba Communications Corp Cl A (SBAC)	0.0	$2.2M		12k	193.35	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$2.2M	+8%	50k	44.27	View chart
Exelon Corporation (EXC)	0.0	$2.2M	-2%	49k	45.01	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$2.2M	+46%	43k	50.47	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$2.2M		25k	87.84	View chart
Raytheon Technologies Corp (RTX)	0.0	$2.1M	-15%	13k	167.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$2.1M		10k	208.71	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$2.1M	+10%	43k	48.13	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$2.1M		17k	122.45	View chart
Johnson & Johnson (JNJ)	0.0	$2.0M	-17%	11k	185.42	View chart
AFLAC Incorporated (AFL)	0.0	$2.0M		18k	111.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.9M		36k	53.40	View chart
Chevron Corporation (CVX)	0.0	$1.9M	+3%	12k	155.29	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$1.8M	+65%	82k	22.15	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$1.7M		121k	14.44	View chart
Abbott Laboratories (ABT)	0.0	$1.7M	+12%	13k	133.94	View chart
Bank of America Corporation (BAC)	0.0	$1.6M	+3%	32k	51.59	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$1.6M		34k	47.72	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$1.6M		18k	87.91	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.0	$1.6M		20k	77.89	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$1.5M		34k	45.08	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$1.4M	-8%	123k	11.69	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$1.3M		12k	111.84	View chart
Ishares Tr Esg Msci Em Ldrs (LDEM)	0.0	$1.3M	+9%	22k	58.93	View chart
Coca-Cola Company (KO)	0.0	$1.3M	-17%	19k	66.32	View chart
Walt Disney Company (DIS)	0.0	$1.3M	-38%	11k	114.50	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$1.3M		17k	72.44	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$1.2M	+19%	54k	22.90	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.2M		17k	74.37	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$1.2M	-20%	13k	95.19	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$1.2M	+26%	47k	25.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$1.2M	+8%	16k	73.46	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$1.2M	+11%	55k	21.22	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$1.1M	-2%	19k	58.85	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.1M		15k	72.77	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.0	$1.1M	+26%	56k	19.14	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.0M		11k	96.55	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$1.0M	-4%	15k	67.83	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$997k	NEW	19k	53.87	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.0	$985k	+6%	38k	26.23	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$984k	+99%	29k	34.27	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$978k	-4%	15k	64.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$974k		12k	79.93	View chart
Enbridge (ENB)	0.0	$960k	+16%	19k	50.46	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$950k		21k	44.69	View chart
Pimco Municipal Income Fund II (PML)	0.0	$949k	+200%	120k	7.91	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$828k		17k	49.19	View chart
Cisco Systems (CSCO)	0.0	$803k	NEW	12k	68.42	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$770k		11k	68.12	View chart
Ishares Tr Ibonds Dec 2031 (IBMT)	0.0	$757k	NEW	29k	25.89	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$725k		16k	46.60	View chart
Alamos Gold Com Cl A (AGI)	0.0	$716k		21k	34.86	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$637k	NEW	10k	62.47	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$617k	-2%	58k	10.59	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$590k	-21%	52k	11.39	View chart
Bristol Myers Squibb (BMY)	0.0	$582k	+5%	13k	45.10	View chart
At&t (T)	0.0	$564k	NEW	20k	28.24	View chart
Verizon Communications (VZ)	0.0	$560k	NEW	13k	43.95	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$543k	-14%	13k	42.96	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$536k		31k	17.16	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.0	$530k		22k	24.65	View chart
Comcast Corp Cl A (CMCSA)	0.0	$509k	-42%	16k	31.42	View chart
Ishares Tr Ibonds Dec 2034 (IBTP)	0.0	$487k		19k	25.91	View chart
PG&E Corporation (PCG)	0.0	$471k		31k	15.08	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$456k	-5%	10k	43.78	View chart
Enterprise Products Partners (EPD)	0.0	$438k	-22%	14k	31.27	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.0	$437k		17k	26.32	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.0	$409k		15k	26.47	View chart
Intel Corporation (INTC)	0.0	$404k		12k	33.55	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$400k		10k	39.61	View chart
Pfizer (PFE)	0.0	$351k		14k	25.48	View chart
Matthews Intl Corp Cl A (MATW)	0.0	$310k		13k	24.28	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.0	$303k	-92%	11k	26.79	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$289k		23k	12.47	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$244k		11k	22.46	View chart
Sera Prognostics Class A Com (SERA)	0.0	$241k		79k	3.06	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.0	$236k		10k	23.13	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$236k		12k	20.57	View chart
V.F. Corporation (VFC)	0.0	$232k	NEW	16k	14.43	View chart

Past Filings by Cliftonlarsonallen Wealth Advisors

SEC 13F filings are viewable for Cliftonlarsonallen Wealth Advisors going back to 2013

Cliftonlarsonallen Wealth Advisors 2025 Q3 filed Oct. 14, 2025
Cliftonlarsonallen Wealth Advisors 2025 Q2 filed July 21, 2025
Cliftonlarsonallen Wealth Advisors 2025 Q1 filed April 17, 2025
Cliftonlarsonallen Wealth Advisors 2024 Q4 filed Jan. 14, 2025
Cliftonlarsonallen Wealth Advisors 2024 Q3 filed Oct. 15, 2024
Cliftonlarsonallen Wealth Advisors 2024 Q2 filed July 12, 2024
Cliftonlarsonallen Wealth Advisors 2024 Q1 filed May 2, 2024
Cliftonlarsonallen Wealth Advisors 2023 Q4 filed Jan. 16, 2024
Cliftonlarsonallen Wealth Advisors 2023 Q3 filed Oct. 13, 2023
Cliftonlarsonallen Wealth Advisors 2023 Q2 filed July 14, 2023
Cliftonlarsonallen Wealth Advisors 2023 Q1 filed April 13, 2023
Cliftonlarsonallen Wealth Advisors 2022 Q4 filed Jan. 19, 2023
Cliftonlarsonallen Wealth Advisors 2022 Q3 filed Oct. 12, 2022
Cliftonlarsonallen Wealth Advisors 2022 Q2 filed July 8, 2022
Cliftonlarsonallen Wealth Advisors 2022 Q1 filed April 27, 2022
Cliftonlarsonallen Wealth Advisors 2021 Q4 filed Jan. 26, 2022

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