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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, IEFA, and represent 40.78% of Cliftonlarsonallen Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPHQ (+$189M), VOO (+$106M), SPAB (+$75M), SHM (+$65M), VGIT (+$55M), IWY (+$54M), PZA (+$52M), VIGI (+$51M), VGSH (+$33M), VTEB (+$23M).
Started 9 new stock positions in VGIT, VGSH, SCHH, IWY, IBMR, PZA, WMT, AEM, CMF.
Reduced shares in these 10 stocks: VTV (-$131M), BND (-$79M), TFI (-$73M), SPSM (-$73M), VGLT (-$59M), VWO (-$31M), BNDX (-$20M), , ITM (-$7.9M), JMST (-$7.8M).
Sold out of its positions in T, ABT, CPHC, TIP, IGRO, IBTL, NUV, PREF, RVT, SPTL. XLU, VYM, BNDX, VTC.
Cliftonlarsonallen Wealth Advisors was a net buyer of stock by $225M.
Cliftonlarsonallen Wealth Advisors has $4.4B in assets under management (AUM), dropping by 9.25%.
Central Index Key (CIK): 0000944361

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Portfolio Holdings for Cliftonlarsonallen Wealth Advisors

Cliftonlarsonallen Wealth Advisors holds 179 positions in its portfolio as reported in the March 2024 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)	15.0	$659M	+19%	1.4M	480.70	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	9.1	$400M	+89%	6.6M	60.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.1	$310M	+7%	6.2M	50.17	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	5.7	$252M	+42%	10M	25.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.9	$171M	+3%	2.3M	74.22	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.6	$158M	+16%	3.1M	50.60	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.9	$128M	+3%	1.5M	84.44	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.9	$126M	+68%	1.5M	81.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.9	$126M	+2%	672k	186.81	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.8	$121M		1.2M	101.41	View chart
Ishares Tr National Mun Etf (MUB)	2.7	$121M	+2%	1.1M	107.60	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	2.3	$102M	+5%	3.1M	32.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.2	$97M	+3%	993k	97.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$86M	-26%	2.0M	41.77	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	1.7	$73M	-50%	1.6M	46.48	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.6	$72M	-3%	2.3M	31.95	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.6	$72M	-50%	1.7M	43.04	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.5	$66M	+7212%	1.4M	47.44	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.4	$62M	+10%	851k	73.15	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.3	$57M	+2%	937k	61.05	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.2	$55M	NEW	938k	58.55	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.2	$54M	-2%	582k	92.72	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.2	$54M	NEW	277k	195.10	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	1.2	$52M	NEW	2.2M	23.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$52M	-5%	99k	525.73	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.1	$46M	+8%	1.4M	32.23	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$46M	+5%	891k	51.60	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$40M		1.6M	25.44	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.8	$34M	+6%	1.2M	28.40	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$33M	NEW	571k	58.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$32M		293k	110.52	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.7	$29M	+2%	1.2M	23.94	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$25M	-2%	378k	65.87	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$25M	-3%	326k	75.98	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$23M		505k	46.00	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$23M		340k	67.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.5	$21M	-18%	420k	50.45	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$20M		399k	50.77	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.4	$19M	+16%	811k	23.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$18M		155k	115.30	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$18M	-30%	347k	50.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$17M	-3%	103k	164.35	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$17M	+2%	430k	39.02	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$16M	-5%	277k	58.65	View chart
Apple (AAPL)	0.4	$16M	+15%	93k	171.48	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.3	$14M	+45%	229k	62.62	View chart
Microsoft Corporation (MSFT)	0.3	$14M	+21%	33k	420.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$13M		70k	179.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$12M	+4%	47k	259.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$11M	+7%	21k	523.06	View chart
Rockwell Automation (ROK)	0.2	$9.7M	-4%	33k	291.33	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$9.6M	-6%	28k	337.06	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$9.0M	-2%	395k	22.77	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.2	$8.7M	-39%	348k	25.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$8.3M	-2%	40k	210.30	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$8.1M		62k	131.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$7.4M	-35%	123k	60.74	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$6.9M	-11%	74k	93.85	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$5.8M		112k	52.16	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$5.5M	+8%	241k	22.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$5.3M	-14%	29k	182.61	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$5.2M	-15%	144k	35.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$5.0M	+2%	15k	344.21	View chart
Devon Energy Corporation (DVN)	0.1	$4.9M		98k	50.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$4.9M	-96%	30k	162.86	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.9M		44k	110.50	View chart
Procter & Gamble Company (PG)	0.1	$4.8M	+34%	29k	162.25	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$4.6M		56k	81.43	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$4.4M	-2%	48k	92.42	View chart
Amazon (AMZN)	0.1	$4.1M	-12%	23k	180.38	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$4.0M	-32%	163k	24.81	View chart
Ishares Tr Ibonds Dec (IBMM)	0.1	$4.0M	-12%	153k	25.95	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$3.9M		82k	48.21	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$3.7M	-68%	79k	46.51	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$3.6M		76k	47.06	View chart
Merck & Co (MRK)	0.1	$3.4M		26k	131.95	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$3.3M	-7%	41k	79.91	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$3.2M	-24%	70k	45.59	View chart
Constellation Energy (CEG)	0.1	$3.0M		17k	184.85	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$3.0M	-59%	62k	49.24	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$2.9M	+9%	123k	23.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.9M	-96%	40k	72.63	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.8M		57k	48.77	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$2.7M		69k	39.28	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$2.7M	-5%	40k	67.34	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$2.7M	-11%	68k	39.66	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.7M		33k	79.86	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.7M	+6%	23k	116.24	View chart
Waste Management (WM)	0.1	$2.6M	+6%	12k	213.15	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$2.6M	-13%	101k	25.27	View chart
Sba Communications Corp Cl A (SBAC)	0.1	$2.5M		12k	216.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.5M	-6%	40k	62.06	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.5M	-2%	10k	239.76	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$2.4M	-8%	92k	26.46	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.3M		19k	123.18	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$2.3M		24k	94.66	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$2.3M		109k	20.66	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.2M		52k	41.08	View chart
Chevron Corporation (CVX)	0.0	$2.0M	+2%	13k	157.74	View chart
Coca-Cola Company (KO)	0.0	$2.0M		32k	61.18	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$1.9M	-5%	27k	73.46	View chart
Nextera Energy (NEE)	0.0	$1.9M	-11%	30k	63.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$1.9M		10k	191.88	View chart
Johnson & Johnson (JNJ)	0.0	$1.9M		12k	158.19	View chart
Exelon Corporation (EXC)	0.0	$1.9M		50k	37.57	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$1.8M	-21%	73k	25.35	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$1.8M		21k	89.67	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$1.8M		24k	76.03	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$1.8M	-8%	17k	110.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$1.8M	-5%	12k	150.93	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$1.7M	+42%	73k	23.80	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$1.7M	-26%	16k	108.31	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$1.7M	-54%	66k	25.25	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$1.5M	-55%	36k	43.40	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$1.5M	-36%	26k	58.06	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$1.5M		137k	11.07	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$1.5M	+36%	67k	22.16	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$1.4M	+31%	58k	24.91	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$1.4M	-26%	56k	25.17	View chart
Walt Disney Company (DIS)	0.0	$1.4M	-12%	11k	122.36	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$1.3M	+49%	57k	21.93	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$1.2M		34k	36.72	View chart
Bank of America Corporation (BAC)	0.0	$1.2M	-26%	33k	37.92	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.0	$1.2M		20k	60.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$1.1M	-4%	11k	104.73	View chart
Raytheon Technologies Corp	0.0	$1.1M		11k	97.53	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$1.1M	-7%	26k	40.27	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.0	$1.0M	-13%	11k	94.04	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.0	$1.0M		18k	56.98	View chart
Wal-Mart Stores (WMT)	0.0	$1.0M	NEW	17k	60.17	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$1.0M	+15%	49k	21.06	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$1.0M	-20%	13k	80.51	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$988k	-26%	18k	55.67	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$954k	-11%	12k	81.78	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$938k	NEW	16k	57.54	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.0	$917k		18k	50.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$894k	-3%	15k	60.30	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$885k		19k	46.89	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$862k		21k	40.90	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$846k	-23%	10k	84.09	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$836k	+90%	39k	21.40	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$827k	-98%	14k	59.24	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$810k	-14%	15k	54.40	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$805k	-18%	70k	11.46	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$778k	+3%	38k	20.49	View chart
Cisco Systems (CSCO)	0.0	$767k		15k	49.91	View chart
Ishares Tr Esg Msci Em Ldrs (LDEM)	0.0	$750k	+4%	17k	43.83	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$715k	+91%	29k	24.81	View chart
Agnico (AEM)	0.0	$698k	NEW	12k	59.65	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$692k		66k	10.56	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$663k	-60%	26k	25.69	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$647k	-15%	24k	27.00	View chart
Intel Corporation (INTC)	0.0	$644k	-3%	15k	44.17	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$626k	+86%	27k	22.82	View chart
Enterprise Products Partners (EPD)	0.0	$611k	-17%	21k	29.18	View chart
Enbridge (ENB)	0.0	$573k		16k	36.18	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$560k		12k	47.13	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$560k	+4%	13k	42.01	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.0	$558k	-50%	12k	46.81	View chart
Bristol Myers Squibb (BMY)	0.0	$552k	-7%	10k	54.23	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.0	$550k	-19%	15k	35.61	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.0	$530k	+81%	21k	25.48	View chart
PG&E Corporation (PCG)	0.0	$522k		31k	16.76	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.0	$506k	NEW	20k	25.25	View chart
Pfizer (PFE)	0.0	$484k	-12%	18k	27.75	View chart
Verizon Communications (VZ)	0.0	$451k	-32%	11k	41.96	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$425k	-6%	17k	25.62	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.0	$402k		18k	22.08	View chart
Matthews Intl Corp Cl A (MATW)	0.0	$397k		13k	31.08	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.0	$383k	-18%	16k	24.29	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$352k	-2%	10k	34.88	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$348k	-85%	16k	22.41	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$303k	-15%	12k	25.51	View chart
Alamos Gold Com Cl A (AGI)	0.0	$303k		21k	14.75	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$291k		11k	26.86	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$280k	-5%	23k	12.08	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$246k	-11%	11k	21.50	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$219k	NEW	11k	20.30	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$213k	-21%	11k	19.42	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 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
Cliftonlarsonallen Wealth Advisors 2020 Q4 filed Jan. 14, 2021
Cliftonlarsonallen Wealth Advisors 2020 Q3 filed Oct. 13, 2020

View all past filings

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