CliftonLarsonAllen Wealth Advisors

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

Tip: Access up to 7 years of quarterly data

Positions held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Cliftonlarsonallen Wealth Advisors

Companies in the Cliftonlarsonallen Wealth Advisors portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr National Mun Etf (MUB) 5.4 $131M 1.1M 117.20
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.0 $122M +16% 2.4M 51.52
Ishares Tr Msci Usa Value (VLUE) 4.9 $120M +79% 1.1M 105.06
Ishares Tr Core Msci Eafe (IEFA) 4.9 $118M 1.6M 74.86
Ishares Tr Core Us Aggbd Et (AGG) 4.6 $113M +2% 981k 115.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.6 $112M +7% 286k 393.52
Ishares Tr S&p 500 Grwt Etf (IVW) 4.4 $107M 1.5M 72.73
Ishares Tr S&p 500 Val Etf (IVE) 4.4 $106M 719k 147.64
Dimensional Etf Trust Us Core Equity 2 3.2 $78M NEW 2.9M 26.98
Vanguard Specialized Funds Div App Etf (VIG) 3.2 $78M +13% 506k 154.79
Proshares Tr S&p 500 Dv Arist (NOBL) 2.6 $63M +2% 697k 90.63
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.3 $56M 1.0M 55.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $54M -2% 367k 145.96
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.1 $50M -6% 483k 104.27

Setup an alert

CliftonLarsonAllen Wealth Advisors will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $50M 186k 268.73
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 1.9 $45M -34% 890k 51.05
Ishares Tr Core S&p500 Etf (IVV) 1.8 $44M +5% 102k 429.92
Ishares Core Msci Emkt (IEMG) 1.7 $42M +2% 621k 66.99
Ishares Tr Tips Bd Etf (TIP) 1.7 $41M +16% 321k 128.01
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.7 $41M NEW 1.2M 34.50
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.4 $35M -23% 683k 50.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $34M +909% 391k 85.89
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.2 $29M -2% 417k 68.37
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.2 $29M -73% 214k 132.87
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $28M 252k 112.98
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $27M -7% 497k 54.60
Ishares Tr Core Msci Total (IXUS) 1.0 $25M +3% 343k 73.30
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.0 $25M +2% 396k 62.97
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.0 $24M -5% 809k 30.20
Ishares Tr Pfd And Incm Sec (PFF) 1.0 $24M +116% 621k 39.34
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $24M +3% 214k 112.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.9 $22M -8% 351k 63.39
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.9 $22M +2% 354k 60.91
Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $21M -3% 216k 98.76
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.7 $18M -13% 342k 52.11
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $14M -2% 87k 158.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $12M 315k 39.45
Ishares Tr Us Treas Bd Etf (GOVT) 0.5 $12M +5% 459k 26.60
Apple (AAPL) 0.5 $12M -7% 87k 136.97
Ishares Tr Msci Intl Qualty (IQLT) 0.4 $11M -27% 279k 38.56
Ishares Tr Russell 2000 Etf (IWM) 0.4 $11M 46k 229.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $11M 39k 271.49
Ishares Tr Core Div Grwth (DGRO) 0.4 $11M +15% 209k 50.36
Rockwell Automation (ROK) 0.4 $10M 35k 286.01
Ishares Tr Ibonds Dec2021 (IBMJ) 0.4 $9.5M +104% 371k 25.64
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $8.5M 69k 122.28
Ishares Tr Blackrock Ultra (ICSH) 0.3 $8.4M -40% 166k 50.52
Ishares Tr Mbs Etf (MBB) 0.3 $8.1M +15% 75k 108.23
Ishares Tr Usd Inv Grde Etf (USIG) 0.3 $7.8M +4% 130k 60.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $7.7M 18k 428.09
Microsoft Corporation (MSFT) 0.3 $7.2M 27k 270.89
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $7.0M -24% 104k 67.26
Ishares Tr Esg Msci Leadr (SUSL) 0.3 $6.4M +75% 86k 75.10
Spdr Ser Tr Blombrg Brc Intl (IBND) 0.2 $5.4M -8% 149k 36.30
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $5.4M 69k 78.28
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $5.0M +11% 46k 107.83
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $5.0M -3% 58k 86.15
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $4.9M 26k 184.11
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $4.6M 44k 103.61
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $4.4M +11% 70k 63.23
Nuveen Div. Advantage Muni. Fund (NAD) 0.2 $4.4M 278k 16.01
Amazon (AMZN) 0.2 $4.4M NEW 1.3k 3440.22
Vanguard Index Fds Growth Etf (VUG) 0.2 $4.4M -4% 15k 286.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $4.4M -31% 46k 95.07
Ishares Esg Awr Msci Em (ESGE) 0.2 $4.4M +14% 97k 45.15
Ishares Tr Msci Eafe Etf (EFA) 0.2 $4.3M -4% 55k 78.87
Vanguard Index Fds Value Etf (VTV) 0.2 $3.9M 28k 137.47
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $3.9M 21k 186.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $3.9M 17k 222.80
Sba Communications Corp Cl A (SBAC) 0.2 $3.7M 12k 318.69
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $3.3M -33% 44k 75.55
Ishares Tr Ibonds Dec22 Etf (IBDN) 0.1 $3.3M +5% 130k 25.40
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $3.3M -42% 65k 50.83
Ishares Tr Ibonds Dec2022 (IBMK) 0.1 $3.3M -2% 125k 26.26
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $3.1M 198k 15.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $3.1M 56k 54.31
Nuveen Mun High Income Opp F (NMZ) 0.1 $3.1M -5% 199k 15.39
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $3.0M -3% 54k 55.16
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $2.9M +6% 64k 46.07
Ishares Tr Ibonds Dec23 Etf (IBDO) 0.1 $2.9M +4% 112k 26.07
Ishares Tr Ibonds Dec21 Etf (IBDM) 0.1 $2.9M -2% 116k 24.78
Ishares Tr Ibonds Dec2023 (IBML) 0.1 $2.8M 108k 26.11
Devon Energy Corporation (DVN) 0.1 $2.8M 97k 29.19
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $2.8M -7% 56k 49.55
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $2.7M 64k 41.95
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $2.6M -20% 30k 87.69
Vaneck Vectors Etf Tr Shrt Hgh Yld Mun (SHYD) 0.1 $2.6M +12% 101k 25.45
Procter & Gamble Company (PG) 0.1 $2.5M 19k 134.91
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $2.4M +2% 90k 26.36
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $2.4M +2% 87k 26.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $2.3M +16% 28k 82.16
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $2.3M +77% 29k 79.04
Nextera Energy (NEE) 0.1 $2.3M 31k 73.28
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $2.2M 48k 45.51
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $2.1M 81k 26.61
Exelon Corporation (EXC) 0.1 $2.1M 48k 44.31
Ishares Tr Ibonds Dec 28 (IBMQ) 0.1 $2.1M +2% 77k 27.42
Merck & Co (MRK) 0.1 $2.1M -2% 27k 77.75
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.1M -14% 8.7k 237.30
Ishares Tr Russell 3000 Etf (IWV) 0.1 $2.0M NEW 8.0k 255.87
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.0M NEW 10k 200.77
Visa Com Cl A (V) 0.1 $2.0M NEW 8.4k 233.85
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $1.9M -23% 35k 55.32
Ishares Tr Select Divid Etf (DVY) 0.1 $1.9M 17k 116.64
Costco Wholesale Corporation (COST) 0.1 $1.9M NEW 4.9k 395.68
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.1 $1.9M +11% 20k 96.32
Emerson Electric (EMR) 0.1 $1.9M 19k 96.22
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.8M 34k 54.82
Pioneer Municipal High Incom Com Shs (MHI) 0.1 $1.8M 141k 12.98
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $1.8M -21% 17k 106.95
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.8M -3% 54k 32.87
Adobe Systems Incorporated (ADBE) 0.1 $1.7M NEW 2.9k 585.49
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.7M -7% 17k 96.51
Facebook Cl A (FB) 0.1 $1.6M NEW 4.6k 347.71
Boeing Company (BA) 0.1 $1.6M NEW 6.7k 239.53
Ishares Tr Ibonds Dec 26 (IBMO) 0.1 $1.6M +3% 59k 26.98
Union Pacific Corporation (UNP) 0.1 $1.5M NEW 7.0k 219.96
Pioneer Municipal High Income Advantage (MAV) 0.1 $1.5M 124k 12.34
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $1.5M 19k 82.33
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.5M NEW 3.8k 398.73
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $1.4M -41% 20k 73.62
Ishares Tr Ibonds Dec (IBMM) 0.1 $1.4M 53k 27.00
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $1.4M 43k 32.41
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $1.4M -12% 21k 64.71
Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $1.3M +3% 49k 27.14
Johnson & Johnson (JNJ) 0.1 $1.3M NEW 8.0k 164.77
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.3M NEW 5.8k 225.33
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.3M 16k 79.26
Bank of America Corporation (BAC) 0.1 $1.3M 31k 41.22
Home Depot (HD) 0.1 $1.3M NEW 3.9k 318.80
Nike CL B (NKE) 0.1 $1.2M NEW 8.1k 154.47
United Sts Commodity Index F Comm Idx Fnd (USCI) 0.1 $1.2M 31k 40.40
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.2M NEW 9.3k 130.52
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.0 $1.2M +14% 21k 57.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $1.2M 12k 104.15
Ishares Tr Short Treas Bd (SHV) 0.0 $1.2M 11k 110.48
Target Corporation (TGT) 0.0 $1.2M NEW 4.9k 241.75
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.2M NEW 5.9k 196.15
Chevron Corporation (CVX) 0.0 $1.1M 11k 104.74
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $1.1M NEW 16k 70.18
Waste Management (WM) 0.0 $1.1M NEW 8.0k 140.06
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $1.1M NEW 6.4k 173.63
JPMorgan Chase & Co. (JPM) 0.0 $1.1M NEW 7.1k 155.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $1.1M +8% 13k 82.75
Illinois Tool Works (ITW) 0.0 $1.1M NEW 4.7k 223.59
Intel Corporation (INTC) 0.0 $1.0M -6% 18k 56.11
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $1.0M NEW 9.8k 103.93
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $1.0M 38k 27.05
Ishares Tr Micro-cap Etf (IWC) 0.0 $992k NEW 6.5k 152.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $977k +2% 15k 65.68
Ishares Silver Tr Ishares (SLV) 0.0 $969k NEW 40k 24.23
McDonald's Corporation (MCD) 0.0 $957k NEW 4.1k 231.10
Coca-Cola Company (KO) 0.0 $954k 18k 54.08
Abbott Laboratories (ABT) 0.0 $943k NEW 8.1k 115.96
Xylem (XYL) 0.0 $936k NEW 7.8k 120.00
Deere & Company (DE) 0.0 $936k NEW 2.7k 352.68
Square Cl A (SQ) 0.0 $934k NEW 3.8k 243.86
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $925k NEW 3.8k 244.90
Ishares Tr Esg Aware Msci (ESML) 0.0 $924k +73% 23k 40.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $911k NEW 2.6k 354.34
Nuveen Insd Dividend Advantage (NVG) 0.0 $900k -23% 50k 17.87
NVIDIA Corporation (NVDA) 0.0 $900k NEW 1.1k 800.00
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $893k NEW 8.3k 107.24
Dimensional Etf Trust Us Equity Etf 0.0 $869k NEW 18k 47.14
Ishares Tr Ibonds Dec 25 (IBMN) 0.0 $861k 31k 27.99
Ark Etf Tr Innovation Etf (ARKK) 0.0 $853k NEW 6.5k 130.73
Cummins (CMI) 0.0 $841k NEW 3.5k 243.77
Ishares Tr Faln Angls Usd (FALN) 0.0 $827k -2% 28k 29.98
Paypal Holdings (PYPL) 0.0 $811k NEW 2.8k 291.62
Bristol Myers Squibb (BMY) 0.0 $799k 12k 66.83
Abbvie (ABBV) 0.0 $798k NEW 7.1k 112.62
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $793k 27k 28.91
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $788k -28% 9.9k 79.96
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $784k -61% 5.4k 144.36
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $783k -7% 23k 34.64
Exxon Mobil Corporation (XOM) 0.0 $777k +15% 12k 63.10
Honeywell International (HON) 0.0 $767k NEW 3.5k 219.27
Nuveen Muni Value Fund (NUV) 0.0 $751k 65k 11.53
Medtronic SHS (MDT) 0.0 $740k NEW 6.0k 124.08
Ishares Tr Eafe Value Etf (EFV) 0.0 $736k 14k 51.74
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $735k -11% 22k 33.29
Raytheon Technologies Corp (RTX) 0.0 $734k NEW 8.6k 85.34
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $731k NEW 6.3k 115.45
Tesla Motors (TSLA) 0.0 $716k NEW 1.1k 679.32
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.0 $712k 27k 26.23
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.0 $707k NEW 11k 65.76
UnitedHealth (UNH) 0.0 $699k NEW 1.7k 400.57
Enbridge (ENB) 0.0 $693k -2% 17k 40.02
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $687k NEW 4.6k 150.59
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $684k 15k 45.80
International Business Machines (IBM) 0.0 $683k NEW 4.7k 146.60
Spdr Gold Tr Gold Shs (GLD) 0.0 $676k NEW 4.1k 165.65
Walt Disney Company (DIS) 0.0 $668k NEW 3.8k 175.79
Paylocity Holding Corporation (PCTY) 0.0 $666k NEW 3.5k 190.78
Netease Sponsored Ads (NTES) 0.0 $663k NEW 5.8k 115.30
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $662k NEW 7.5k 88.04
Netflix (NFLX) 0.0 $658k NEW 1.2k 528.51
Pinnacle West Capital Corporation (PNW) 0.0 $656k NEW 8.0k 82.00
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $648k NEW 4.6k 140.44
Verizon Communications (VZ) 0.0 $635k 11k 55.99
Docusign (DOCU) 0.0 $628k NEW 2.2k 279.48
Mondelez Intl Cl A (MDLZ) 0.0 $628k -3% 10k 62.39
Ishares Gold Tr Ishares New (IAU) 0.0 $621k NEW 18k 33.73
Innovator Etfs Tr Ibd 50 Etf (FFTY) 0.0 $618k 13k 46.38
Oracle Corporation (ORCL) 0.0 $602k NEW 7.7k 77.81
Marathon Petroleum Corp (MPC) 0.0 $593k NEW 9.8k 60.46
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $591k -13% 11k 52.44
Dollar General (DG) 0.0 $587k NEW 2.7k 216.21
Pfizer (PFE) 0.0 $586k 15k 39.14
Philip Morris International (PM) 0.0 $577k NEW 5.8k 99.09
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $573k -3% 33k 17.20
Lockheed Martin Corporation (LMT) 0.0 $571k NEW 1.5k 378.15
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.0 $566k -23% 12k 45.74
Pepsi (PEP) 0.0 $562k NEW 3.8k 148.13
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.0 $550k 21k 25.95
Duke Energy Corp Com New (DUK) 0.0 $550k NEW 5.6k 98.65
At&t (T) 0.0 $546k +16% 19k 28.79
Ishares Tr Ibonds Dec 29 (IBDU) 0.0 $541k 20k 26.83
Deckers Outdoor Corporation (DECK) 0.0 $538k NEW 1.4k 384.29
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $532k NEW 5.4k 98.52
Ishares Tr Intl Div Grwth (IGRO) 0.0 $531k NEW 7.9k 67.39
Walgreen Boots Alliance (WBA) 0.0 $526k 10k 52.66
Wheaton Precious Metals Corp (WPM) 0.0 $524k 12k 44.08
Veeva Sys Cl A Com (VEEV) 0.0 $524k NEW 1.7k 311.16
American Tower Reit (AMT) 0.0 $523k NEW 1.9k 270.14
Ishares Tr Core Msci Euro (IEUR) 0.0 $518k NEW 9.0k 57.28
Monolithic Power Systems (MPWR) 0.0 $509k NEW 1.4k 373.72
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $502k NEW 3.7k 134.33
Wal-Mart Stores (WMT) 0.0 $501k NEW 3.6k 141.09
Texas Instruments Incorporated (TXN) 0.0 $500k NEW 2.6k 192.23
Monster Beverage Corp (MNST) 0.0 $500k NEW 5.5k 91.34
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $487k NEW 7.2k 67.58
Ishares Tr Gbl Green Etf (BGRN) 0.0 $486k -23% 8.9k 54.79
Mastercard Incorporated Cl A (MA) 0.0 $478k NEW 1.3k 365.16
Ishares Tr Rus 1000 Etf (IWB) 0.0 $475k NEW 2.0k 241.85
Starbucks Corporation (SBUX) 0.0 $473k NEW 4.2k 111.79
Lowe's Companies (LOW) 0.0 $472k NEW 2.4k 193.84
Citigroup Com New (C) 0.0 $465k NEW 6.6k 70.71
Matthews Intl Corp Cl A (MATW) 0.0 $459k 13k 35.94
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $458k NEW 1.3k 344.62
Chesapeake Utilities Corporation (CPK) 0.0 $444k NEW 3.7k 120.42
Altria (MO) 0.0 $433k NEW 9.1k 47.66
Cisco Systems (CSCO) 0.0 $426k NEW 8.0k 53.01
Sherwin-Williams Company (SHW) 0.0 $417k NEW 1.5k 272.55
Eli Lilly & Co. (LLY) 0.0 $414k NEW 1.8k 229.49
Kirkland Lake Gold (KL) 0.0 $413k 11k 38.55
Air Products & Chemicals (APD) 0.0 $412k NEW 1.4k 287.91
Norfolk Southern (NSC) 0.0 $411k NEW 1.5k 265.50
Ishares Tr New York Mun Etf (NYF) 0.0 $408k NEW 7.0k 58.39
Colgate-Palmolive Company (CL) 0.0 $408k NEW 5.0k 81.31
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $404k NEW 4.7k 85.65
Cohen & Steers Quality Income Realty (RQI) 0.0 $401k 26k 15.72
Organon & Co Common Stock 0.0 $398k NEW 13k 30.25
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.0 $398k NEW 8.5k 46.70
Truist Financial Corp equities (TFC) 0.0 $393k NEW 7.1k 55.47
Stryker Corporation (SYK) 0.0 $391k NEW 1.5k 259.80
Wells Fargo & Company (WFC) 0.0 $383k NEW 8.5k 45.30
Carrier Global Corporation (CARR) 0.0 $378k NEW 7.8k 48.59
J P Morgan Exchange-traded F Us Qualty Fctr (JQUA) 0.0 $368k NEW 9.0k 40.89
Southern Company (SO) 0.0 $359k NEW 5.9k 60.46
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.0 $352k 15k 23.32
Newmont Mining Corporation (NEM) 0.0 $349k NEW 5.5k 63.45
Kilroy Realty Corporation (KRC) 0.0 $348k NEW 5.0k 69.60
Enterprise Products Partners (EPD) 0.0 $340k -36% 14k 24.10
Fidelity National Information Services (FIS) 0.0 $334k NEW 2.4k 141.89
Otis Worldwide Corp (OTIS) 0.0 $314k NEW 3.8k 81.88
SYSCO Corporation (SYY) 0.0 $312k NEW 4.0k 77.63
PG&E Corporation (PCG) 0.0 $305k 30k 10.15
Yum! Brands (YUM) 0.0 $300k NEW 2.6k 114.99
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $299k -43% 7.6k 39.50
Danaher Corporation (DHR) 0.0 $293k NEW 1.1k 268.81
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $291k NEW 1.3k 226.64
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $289k NEW 6.9k 41.67
First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $288k NEW 2.5k 117.03
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $286k NEW 2.8k 101.96
Caterpillar (CAT) 0.0 $274k NEW 1.3k 217.46
Pulte (PHM) 0.0 $273k NEW 5.0k 54.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $266k NEW 1.8k 150.54
British Amern Tob Sponsored Adr (BTI) 0.0 $261k NEW 6.7k 39.24
Ishares Tr U.s. Energy Etf (IYE) 0.0 $261k NEW 9.0k 29.10
Kimberly-Clark Corporation (KMB) 0.0 $258k NEW 1.9k 133.68
Alliant Energy Corporation (LNT) 0.0 $256k NEW 4.6k 55.82
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.0 $255k NEW 4.2k 60.71
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $253k NEW 4.2k 59.70
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $252k NEW 4.2k 60.49
Qualcomm (QCOM) 0.0 $252k NEW 1.8k 142.70
Innovator Etfs Tr S&p 500 Buffer (BMAR) 0.0 $251k NEW 7.6k 32.84
PNC Financial Services (PNC) 0.0 $250k NEW 1.3k 190.99
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $248k NEW 4.4k 56.11
Trex Company (TREX) 0.0 $245k NEW 2.4k 102.08
Darling International (DAR) 0.0 $245k NEW 3.6k 67.55
Invesco Insured Municipal Income Trust (IIM) 0.0 $237k 14k 16.51
Baidu Spon Adr Rep A (BIDU) 0.0 $224k NEW 1.1k 204.01
First Tr Exchange Traded Consumr Discre (FXD) 0.0 $220k NEW 3.6k 60.81
Ensign (ENSG) 0.0 $220k NEW 2.5k 86.85
Albemarle Corporation (ALB) 0.0 $219k NEW 1.3k 168.46
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $218k NEW 3.4k 64.02
Teladoc (TDOC) 0.0 $211k NEW 1.3k 166.14
T. Rowe Price (TROW) 0.0 $207k NEW 1.0k 198.09
Analog Devices (ADI) 0.0 $203k NEW 1.2k 171.74
Hormel Foods Corporation (HRL) 0.0 $200k NEW 4.2k 47.73

Past Filings by Cliftonlarsonallen Wealth Advisors

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

View all past filings