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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 SPHQ, VEA, SPAB, VTEB, IEFA, and represent 35.32% of Cliftonlarsonallen Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPAB (+$30M), VEA (+$21M), SPHQ (+$18M), AAPL (+$17M), VTEB (+$14M), BRK.B (+$10M), AMZN (+$10M), SPIB (+$10M), VIGI (+$7.9M), VGIT (+$5.4M).
Started 16 new stock positions in IDV, T, VCSH, PEP, JPM, Ishares Tr ibonds dec 29, PML, Ishares Tr, IYE, GIS. BRK.B, PTY, IBMS, Ishares Tr, Ishares Tr, Raytheon Technologies Corp.
Reduced shares in these 10 stocks: VOO (-$724M), SCHG, DFAC, IBTE, IVV, SCHV, IVW, RTX, IBDP, SUSL.
Sold out of its positions in BMY, GTO, SHY, SUB, LQDH, ICSH, IBDY, IBTO, IBMR, IBDU. RTX, VGLT, VOO.
Cliftonlarsonallen Wealth Advisors was a net seller of stock by $-533M.
Cliftonlarsonallen Wealth Advisors has $4.3B in assets under management (AUM), dropping by -6.95%.
Central Index Key (CIK): 0000944361

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Portfolio Holdings for Cliftonlarsonallen Wealth Advisors

Cliftonlarsonallen Wealth Advisors holds 183 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	11.3	$490M	+3%	7.3M	67.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.5	$368M	+5%	7.0M	52.81	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	7.2	$312M	+10%	12M	26.14	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.3	$185M	+7%	3.6M	51.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.1	$178M		2.3M	78.05	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	3.6	$156M	+5%	1.8M	88.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.2	$140M		1.5M	95.75	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	3.0	$131M		1.2M	106.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.0	$130M		661k	197.17	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	2.8	$122M	+9%	3.6M	33.71	View chart
Ishares Tr National Mun Etf (MUB)	2.8	$120M		1.1M	108.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.5	$108M	+4%	2.2M	47.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.3	$102M	+4%	1.0M	101.27	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	2.0	$87M	+5%	1.9M	45.51	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	1.8	$80M	+4%	1.7M	46.83	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.8	$77M	+6%	1.6M	48.14	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.7	$75M	+2%	909k	82.94	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.7	$73M	-2%	2.1M	34.29	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.5	$66M	+8%	1.1M	60.42	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.4	$62M		931k	66.52	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	1.4	$61M	+6%	2.5M	24.15	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.3	$59M		266k	220.05	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$58M	-3%	560k	104.18	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.3	$56M	+9%	1.7M	33.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$52M	-3%	90k	576.82	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$51M		892k	57.41	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$41M		1.5M	27.01	View chart
EOG Resources (EOG)	0.9	$40M	+13%	326k	122.93	View chart
Apple (AAPL)	0.9	$40M	+77%	170k	233.00	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$39M	+9%	666k	59.02	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.8	$37M		1.2M	30.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$35M		300k	116.96	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.7	$29M	-6%	1.2M	24.00	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$26M	-3%	367k	71.73	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$25M	-6%	304k	80.37	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.6	$24M		503k	47.52	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$23M	-3%	319k	72.63	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.5	$22M	+4%	933k	23.42	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$21M		393k	52.58	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.4	$18M	+11%	279k	66.03	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$18M		147k	125.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$18M		447k	41.12	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$18M		356k	50.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$18M		101k	179.30	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$18M		352k	50.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$17M	+40%	29k	573.76	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$16M	-2%	258k	63.00	View chart
Microsoft Corporation (MSFT)	0.4	$16M	+11%	37k	430.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$16M	+2%	55k	283.16	View chart
Amazon (AMZN)	0.4	$15M	+208%	83k	186.33	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$13M		69k	189.80	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$11M	+23%	77k	142.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$10M	NEW	23k	460.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$10M	-3%	27k	375.39	View chart
Rockwell Automation (ROK)	0.2	$9.0M		34k	268.46	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$8.9M		379k	23.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$8.8M		40k	220.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$8.1M	+7%	130k	62.32	View chart
Procter & Gamble Company (PG)	0.2	$8.0M	+44%	46k	173.20	View chart
NVIDIA Corporation (NVDA)	0.2	$7.8M	+2%	64k	121.44	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$7.8M	+7%	338k	23.07	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$7.2M	-14%	71k	101.52	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.2	$6.6M	-16%	261k	25.21	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$6.1M		113k	53.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$6.0M	+2%	30k	198.06	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$5.3M		44k	119.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$5.2M	-2%	14k	383.94	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$5.2M		137k	37.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$5.1M		29k	174.57	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.4M		53k	83.09	View chart
Constellation Energy (CEG)	0.1	$4.4M	+3%	17k	260.02	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$4.4M		46k	95.81	View chart
Abbvie (ABBV)	0.1	$4.3M	+109%	22k	197.48	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$4.2M	+5%	169k	25.10	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$4.0M		82k	48.98	View chart
Devon Energy Corporation (DVN)	0.1	$3.8M		98k	39.12	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$3.8M	+9%	66k	58.11	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$3.7M		79k	46.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$3.7M	+27%	22k	165.85	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$3.4M	-14%	41k	84.17	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$3.3M	-15%	68k	48.59	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$3.3M	+18%	127k	25.63	View chart
Ishares Tr Ibonds Dec (IBMM)	0.1	$3.2M	-16%	123k	26.10	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$3.2M	+4%	62k	51.50	View chart
Nextera Energy (NEE)	0.1	$3.2M	+9%	37k	84.53	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$3.0M	+13%	113k	26.66	View chart
Exxon Mobil Corporation (XOM)	0.1	$3.0M	+12%	26k	117.22	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.9M		57k	51.13	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$2.8M		40k	71.10	View chart
Merck & Co (MRK)	0.1	$2.8M	-5%	25k	113.56	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$2.8M		68k	41.55	View chart
Johnson & Johnson (JNJ)	0.1	$2.8M	+37%	17k	162.06	View chart
Sba Communications Corp Cl A (SBAC)	0.1	$2.8M		12k	240.70	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.7M		10k	263.29	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$2.7M	-2%	66k	41.49	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.7M		40k	67.85	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$2.7M	-10%	57k	47.12	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$2.7M	-9%	109k	24.30	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$2.6M	+11%	101k	25.66	View chart
Waste Management (WM)	0.1	$2.6M		13k	207.60	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$2.6M	+16%	102k	25.45	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.6M		19k	135.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.6M	-12%	31k	83.63	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.5M	NEW	12k	210.85	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$2.4M	+19%	104k	22.64	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.4M		51k	45.86	View chart
Coca-Cola Company (KO)	0.1	$2.3M		33k	71.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.3M	+31%	14k	167.19	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$2.3M		109k	20.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.2M	+4%	11k	200.78	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$2.2M	NEW	151k	14.39	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$2.1M		27k	78.91	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$2.0M	+18%	91k	22.51	View chart
Exelon Corporation (EXC)	0.0	$2.0M	+2%	50k	40.55	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$2.0M	+3%	17k	117.62	View chart
Pepsi (PEP)	0.0	$2.0M	NEW	12k	170.05	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$1.9M		25k	78.39	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$1.9M	+18%	43k	44.71	View chart
Chevron Corporation (CVX)	0.0	$1.9M		13k	147.27	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$1.9M		152k	12.38	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$1.9M	-2%	64k	29.18	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$1.8M		19k	93.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.8M	-8%	24k	75.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$1.7M	+71%	27k	64.74	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$1.7M	-28%	17k	98.12	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$1.6M	+14%	26k	62.69	View chart
Raytheon Technologies Corp	0.0	$1.6M	NEW	13k	121.16	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$1.5M		60k	25.53	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$1.5M	-15%	62k	24.37	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$1.4M	-3%	118k	11.97	View chart
Wal-Mart Stores (WMT)	0.0	$1.4M	+5%	17k	80.75	View chart
Walt Disney Company (DIS)	0.0	$1.4M	+7%	14k	96.19	View chart
General Mills (GIS)	0.0	$1.3M	NEW	18k	73.85	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$1.3M		34k	39.27	View chart
Bank of America Corporation (BAC)	0.0	$1.3M	+4%	32k	39.68	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$1.3M	-12%	30k	41.82	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.0	$1.3M		20k	62.41	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$1.1M		18k	62.20	View chart
Ishares Tr Ibonds Dec 2029	0.0	$1.1M	NEW	43k	25.49	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$1.1M	NEW	14k	79.42	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$989k		17k	59.24	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$954k	+2%	11k	83.75	View chart
Agnico (AEM)	0.0	$946k		12k	80.56	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$919k		42k	22.17	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$890k		10k	88.14	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$877k		21k	41.69	View chart
Ishares Tr Esg Msci Em Ldrs (LDEM)	0.0	$867k	-13%	17k	50.32	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$860k	+10%	33k	25.71	View chart
Ishares Tr Ibonds Dec 29	0.0	$858k	NEW	37k	23.51	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$844k		40k	21.22	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$807k	-5%	14k	57.53	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$801k	-16%	17k	48.34	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$775k	+6%	13k	61.08	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$764k		66k	11.66	View chart
Cisco Systems (CSCO)	0.0	$753k	-2%	14k	53.22	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$647k	+12%	17k	37.37	View chart
Enbridge (ENB)	0.0	$642k		16k	40.61	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$642k		13k	49.70	View chart
PG&E Corporation (PCG)	0.0	$619k		31k	19.77	View chart
Ishares Tr Ibonds Dec 2033	0.0	$588k	NEW	22k	26.40	View chart
Ishares Tr Ibonds Dec 2033	0.0	$585k	NEW	23k	25.11	View chart
Verizon Communications (VZ)	0.0	$561k	+22%	13k	44.91	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$560k	NEW	12k	46.34	View chart
Enterprise Products Partners (EPD)	0.0	$524k	-3%	18k	29.11	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.0	$513k	NEW	20k	25.86	View chart
Pfizer (PFE)	0.0	$506k	-3%	18k	28.94	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$501k		31k	16.05	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$486k	+66%	22k	22.11	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$436k		17k	26.28	View chart
Alamos Gold Com Cl A (AGI)	0.0	$410k		21k	19.94	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.0	$408k		18k	22.42	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$399k	+27%	18k	22.72	View chart
Pimco Municipal Income Fund II (PML)	0.0	$376k	NEW	40k	9.39	View chart
Royce Value Trust (RVT)	0.0	$365k		23k	15.70	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$358k	-3%	10k	35.42	View chart
Intel Corporation (INTC)	0.0	$346k		15k	23.46	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$342k	NEW	11k	30.23	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$331k	-15%	13k	25.91	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$328k		23k	14.17	View chart
Matthews Intl Corp Cl A (MATW)	0.0	$296k		13k	23.20	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$285k	+9%	14k	20.05	View chart
At&t (T)	0.0	$257k	NEW	12k	22.00	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$235k		11k	21.62	View chart

Past Filings by Cliftonlarsonallen Wealth Advisors

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

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
Cliftonlarsonallen Wealth Advisors 2021 Q3 restated filed Nov. 2, 2021
Cliftonlarsonallen Wealth Advisors 2021 Q3 filed Oct. 14, 2021
Cliftonlarsonallen Wealth Advisors 2021 Q2 filed July 21, 2021
Cliftonlarsonallen Wealth Advisors 2021 Q1 filed May 24, 2021

View all past filings

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