Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 43.66% of Cliftonlarsonallen Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$126M), MBB (+$84M), FLMI (+$50M), HYMB (+$49M), VGIT (+$47M), SPSM (+$40M), VTEB (+$39M), SPIB (+$39M), IQLT (+$30M), IGEB (+$28M).
Started 12 new stock positions in SUB, DYNF, IGEB, HYG, FLMI, IEUR, SCHD, SHYM, MDLZ, IEI. Blackrock Etf Trust Ii, IBTP.
Reduced shares in these 10 stocks: AGG (-$80M), TFI (-$61M), IEFA (-$60M), VGSH (-$40M), MUB (-$34M), SPAB (-$28M), IVW (-$26M), VEA (-$19M), VIGI (-$16M), IVE (-$15M).
Sold out of its positions in AEM, GIS, PWZ, EFG, ICSH, IBDY, PEP, VZ.
Cliftonlarsonallen Wealth Advisors was a net buyer of stock by $242M.
Cliftonlarsonallen Wealth Advisors has $5.4B in assets under management (AUM), dropping by 3.91%.
Central Index Key (CIK): 0000944361

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 csv

Download as Excel

Portfolio Holdings for Cliftonlarsonallen Wealth Advisors

Cliftonlarsonallen Wealth Advisors holds 194 positions in its portfolio as reported in the March 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)	17.4	$933M	+15%	1.8M	513.91	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	9.6	$512M		7.7M	66.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.8	$366M	-4%	7.2M	50.83	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	5.6	$300M	-8%	12M	25.54	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.3	$230M	+20%	4.6M	49.62	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	3.1	$168M	+30%	5.0M	33.24	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.7	$144M	-9%	1.7M	82.94	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.4	$130M	+2%	1.3M	102.18	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	2.3	$122M	+47%	3.0M	40.76	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.2	$117M	+67%	2.0M	59.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.1	$114M	+6%	2.5M	45.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$109M	-35%	1.4M	75.65	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.0	$106M	-12%	557k	190.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.9	$100M	-20%	1.1M	92.83	View chart
Ishares Tr Mbs Etf (MBB)	1.6	$88M	+2003%	942k	93.78	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	1.6	$85M	+36%	3.7M	23.04	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$85M	-28%	802k	105.44	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.4	$76M		942k	80.37	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.3	$72M	-12%	1.5M	47.60	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$66M	-2%	2.0M	32.99	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.1	$58M	+4%	1.9M	30.73	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$55M	-7%	2.6M	21.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$53M	-4%	2.1M	25.04	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.9	$50M	NEW	2.1M	24.44	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.9	$50M	+3137%	2.0M	25.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$45M	-10%	80k	561.90	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.8	$43M	-18%	205k	210.94	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$42M	-9%	786k	53.97	View chart
EOG Resources (EOG)	0.8	$42M		325k	128.24	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$39M	+131%	230k	170.89	View chart
Apple (AAPL)	0.7	$38M		172k	222.13	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$38M	-3%	1.4M	26.20	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.7	$35M	-2%	1.2M	29.58	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$33M	+1194%	829k	39.69	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$28M	+3%	373k	74.72	View chart
Ishares Tr Investment Grade (IGEB)	0.5	$28M	NEW	611k	45.01	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.5	$27M	+34%	421k	63.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$26M	+71%	94k	274.84	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.5	$25M		1.1M	23.37	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$24M	-2%	1.0M	23.16	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$21M	NEW	176k	118.14	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$21M	-13%	774k	26.58	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$20M	-10%	279k	69.81	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$19M	+7%	382k	50.63	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.4	$19M	-76%	424k	45.07	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$19M	-4%	372k	50.85	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$18M	NEW	376k	48.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$18M	-39%	172k	104.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$17M	+3%	30k	559.40	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$15M	+26%	670k	22.94	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$15M	+1163%	157k	95.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$15M	-84%	150k	98.92	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$15M	-9%	121k	122.01	View chart
Microsoft Corporation (MSFT)	0.3	$15M	+5%	39k	375.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$14M	-21%	722k	19.78	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$14M	-11%	228k	60.66	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$14M	NEW	175k	78.89	View chart
Amazon (AMZN)	0.3	$14M	-16%	72k	190.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$12M		23k	532.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$12M	-5%	61k	188.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$9.3M	-5%	26k	361.09	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$9.0M	-13%	66k	135.68	View chart
Rockwell Automation (ROK)	0.2	$8.6M		33k	258.38	View chart
NVIDIA Corporation (NVDA)	0.2	$8.4M	+10%	78k	108.38	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$8.4M	+41%	373k	22.42	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$7.8M	+14%	82k	95.81	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$7.6M	+133%	160k	47.48	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$7.5M	-12%	324k	22.98	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$7.1M	-63%	140k	51.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$7.1M	NEW	68k	105.60	View chart
Blackrock Etf Trust Ii Ishares High Yie (SHYM)	0.1	$6.7M	NEW	297k	22.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$6.5M	-6%	112k	58.35	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$6.3M		236k	26.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$5.7M	-4%	30k	193.99	View chart
Procter & Gamble Company (PG)	0.1	$5.7M	-29%	33k	170.42	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$5.6M	-12%	153k	36.41	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$5.5M	+10%	217k	25.15	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.4M	-19%	27k	199.49	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$5.1M		44k	115.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$5.0M		14k	370.82	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$4.7M	+81%	201k	23.43	View chart
Abbvie (ABBV)	0.1	$4.5M		22k	209.52	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$4.5M		26k	172.74	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$4.4M	+5%	173k	25.29	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$4.1M	+20%	51k	81.69	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$4.1M		168k	24.34	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$4.0M	+19%	159k	25.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$4.0M	+5%	26k	154.64	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$4.0M	+17%	149k	26.75	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$3.9M	+63%	177k	22.25	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$3.8M	+20%	68k	56.28	View chart
Devon Energy Corporation (DVN)	0.1	$3.7M		99k	37.40	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$3.7M	+23%	144k	25.56	View chart
Exxon Mobil Corporation (XOM)	0.1	$3.6M		31k	118.93	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$3.5M	+16%	146k	24.21	View chart
JPMorgan Chase & Co. (JPM)	0.1	$3.5M	+21%	14k	245.30	View chart
Constellation Energy (CEG)	0.1	$3.5M	+2%	17k	201.63	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$3.2M		121k	26.20	View chart
Waste Management (WM)	0.1	$3.1M	+4%	13k	231.51	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$2.8M	+10%	118k	24.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.8M	-8%	127k	22.08	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$2.8M		40k	70.21	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$2.8M	+109%	127k	21.77	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.7M	-2%	54k	49.52	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$2.7M		10k	257.03	View chart
Sba Communications Corp Cl A (SBAC)	0.0	$2.5M		12k	220.01	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$2.5M		19k	134.29	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$2.5M	-10%	31k	81.73	View chart
Nextera Energy (NEE)	0.0	$2.4M	-10%	34k	70.89	View chart
Exelon Corporation (EXC)	0.0	$2.4M	+3%	52k	46.08	View chart
Coca-Cola Company (KO)	0.0	$2.3M	-14%	33k	71.62	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.0	$2.3M	+839%	131k	17.39	View chart
Merck & Co (MRK)	0.0	$2.2M	-6%	25k	89.76	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$2.2M	+69%	36k	62.10	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$2.2M	+22%	88k	25.26	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.0	$2.2M		109k	20.14	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$2.2M		151k	14.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$2.2M	-8%	14k	156.23	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$2.2M	-12%	57k	37.86	View chart
Johnson & Johnson (JNJ)	0.0	$2.1M	-30%	13k	165.84	View chart
AFLAC Incorporated (AFL)	0.0	$2.1M	-39%	19k	111.19	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$2.1M	+2%	28k	76.50	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.0	$2.1M	+18%	84k	25.04	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$2.1M		17k	121.12	View chart
Chevron Corporation (CVX)	0.0	$2.0M	-15%	12k	167.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$1.9M	-5%	10k	186.29	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$1.9M	+8%	82k	23.13	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$1.9M	+136%	40k	47.36	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.9M		14k	132.46	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$1.8M		25k	72.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.7M	-10%	23k	73.45	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$1.6M	+4%	18k	90.59	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$1.6M	-6%	59k	27.57	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.0	$1.6M	+138%	62k	25.56	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.6M	-29%	36k	43.70	View chart
Bank of America Corporation (BAC)	0.0	$1.6M	+17%	38k	41.73	View chart
Wal-Mart Stores (WMT)	0.0	$1.5M	-8%	17k	87.79	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$1.5M	-21%	34k	43.43	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.0	$1.4M		20k	72.12	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$1.4M	+5%	23k	61.78	View chart
Abbott Laboratories (ABT)	0.0	$1.4M		11k	132.65	View chart
Walt Disney Company (DIS)	0.0	$1.4M	+4%	14k	98.70	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$1.3M	+14%	35k	38.41	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$1.3M		34k	38.25	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$1.3M	-96%	22k	58.69	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$1.2M	+6%	55k	21.72	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$1.1M	-6%	102k	11.20	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.0	$1.1M	+16%	44k	25.40	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$1.1M	+11%	54k	20.75	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$1.1M		94k	11.52	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$1.1M	-2%	18k	60.48	View chart
Ishares Tr Esg Msci Em Ldrs (LDEM)	0.0	$1.0M	+19%	21k	48.72	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$977k	-5%	17k	58.94	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$961k		12k	78.94	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$950k	-3%	38k	24.99	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$944k		16k	57.57	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$923k		12k	77.63	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$909k		11k	85.07	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$871k		21k	41.21	View chart
Blackrock Etf Trust Ii Ishares High Yie	0.0	$849k	NEW	17k	49.53	View chart
Cisco Systems (CSCO)	0.0	$801k	+27%	13k	61.71	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$763k	+119%	39k	19.66	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$761k		13k	58.96	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$737k	NEW	11k	67.85	View chart
Enbridge (ENB)	0.0	$723k	+3%	16k	44.31	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$680k	NEW	11k	60.15	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$654k		60k	10.91	View chart
Enterprise Products Partners (EPD)	0.0	$615k		18k	34.14	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$587k	-81%	13k	46.08	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$582k		31k	18.59	View chart
PG&E Corporation (PCG)	0.0	$567k	+5%	33k	17.18	View chart
Alamos Gold Com Cl A (AGI)	0.0	$550k		21k	26.74	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$539k	-18%	15k	36.14	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$468k	-87%	10k	45.51	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$438k		17k	26.38	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.0	$407k		18k	22.35	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.0	$398k		15k	25.79	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$367k		10k	36.29	View chart
Ishares Tr Ibonds Dec 2034 (IBTP)	0.0	$356k	NEW	14k	25.67	View chart
At&t (T)	0.0	$343k	+17%	12k	28.28	View chart
Royce Value Trust (RVT)	0.0	$331k		23k	14.24	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$325k	NEW	12k	27.96	View chart
Pimco Municipal Income Fund II (PML)	0.0	$324k		40k	8.10	View chart
Pfizer (PFE)	0.0	$318k	-14%	13k	25.34	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$309k	-64%	14k	22.49	View chart
Intel Corporation (INTC)	0.0	$297k	+12%	13k	22.71	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$291k		23k	12.56	View chart
Matthews Intl Corp Cl A (MATW)	0.0	$284k		13k	22.24	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$274k	-9%	10k	26.47	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$251k	-33%	11k	23.61	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.0	$234k		10k	22.89	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$234k		12k	20.33	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$231k		11k	21.23	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$219k		14k	15.22	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 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
Cliftonlarsonallen Wealth Advisors 2021 Q3 restated filed Nov. 2, 2021
Cliftonlarsonallen Wealth Advisors 2021 Q3 filed Oct. 14, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z