Cliftonlarsonallen Wealth Advisors, LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.39 Billion distributed in 180 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $659M, Invesco Exchange Traded Fd Tr with a value of $400M, Vanguard Ftse Developed Market with a value of $310M, Spdr Portfolio Aggregate Bond with a value of $252M, and Ishares Tr with a value of $171M.

Examining the 13F form we can see an increase of $371M in the current position value, from $4.02B to 4.39B.

Below you can find more details about Cliftonlarsonallen Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.39 Billion
ETFs: $4.25 Billion
Technology: $31.1 Million
Industrials: $12.7 Million
Energy: $10.7 Million
Consumer Defensive: $7.73 Million
Utilities: $7.36 Million
Healthcare: $6.37 Million
Financial Services: $5.54 Million
Other: $11.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $4.39 Billion
  • Prior Value $4.02 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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