Cliftonlarsonallen Wealth Advisors, LLC Purchases in Q2 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
169K
+ 9.32%
$456.74 - $568.03 $77.3M - $96.1M
1.99M $1.13B
VEA
Vanguard Ftse Developed Market

ETFs
386K
+ 5.37%
$45.65 - $57.01 $17.6M - $22M
7.58M $432M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
319K
+ 4.13%
$59.24 - $71.39 $18.9M - $22.8M
8.04M $573M
VTI
Vanguard Total Stock Market Et

ETFs
81.5K
+ 86.86%
$243.75 - $303.93 $19.9M - $24.8M
175K $53.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
133K
+ 58.01%
$152.42 - $182.82 $20.3M - $24.4M
364K $66.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
890K
+ 7.57%
$24.98 - $25.66 $22.2M - $22.8M
12.6M $323M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
97.3K
+ 5.6%
$75.29 - $91.16 $7.32M - $8.87M
1.84M $165M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
171K
+ 6.78%
$39.89 - $49.46 $6.84M - $8.48M
2.7M $133M
SPYG
Spdr Portfolio

ETFs
48K
+ 5.1%
$71.83 - $95.32 $3.45M - $4.58M
990K $94.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
416K
+ 8.98%
$48.13 - $49.85 $20M - $20.7M
5.05M $247M
SCHA
Schwab Strategic Tr Us Small C

ETFs
627K
+ 311.52%
$20.42 - $25.3 $12.8M - $15.9M
828K $20.9M
MSFT
Microsoft Corp

Technology
22.6K
+ 58.11%
$354.56 - $497.45 $8.01M - $11.2M
61.5K $30.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
164K
+ 5.45%
$35.35 - $42.68 $5.78M - $6.98M
3.17M $135M
VGIT
Vanguard Intermediate Term Tre

ETFs
132K
+ 6.72%
$58.63 - $59.9 $7.74M - $7.9M
2.1M $125M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
64.7K
+ 15.36%
$56.88 - $70.77 $3.68M - $4.58M
486K $34.4M
MLN
Vaneck Long Muni ETF

ETFs
289K
+ 220.43%
$16.49 - $17.52 $4.76M - $5.06M
420K $7.09M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
27.6K
New
$97.68 - $121.38 $2.7M - $3.35M
27.6K $3.35M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
102K
+ 172.21%
$24.38 - $30.18 $2.48M - $3.07M
161K $4.84M
VEU
Vanguard Ftse All World Ex Us

ETFs
25.3K
+ 11.1%
$54.19 - $67.22 $1.37M - $1.7M
253K $17M
ROK
Rockwell Automation, Inc

Industrials
273
+ 0.82%
$218.97 - $332.17 $59.8K - $90.7K
33.7K $11.2M
UNP
Union Pacific Corp

Industrials
10.4K
New
$208.27 - $238.46 $2.16M - $2.47M
10.4K $2.38M
FLMI
Franklin Dynamic Municipal Bon

ETFs
106K
+ 5.17%
$23.57 - $24.6 $2.51M - $2.62M
2.17M $52.5M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
24.7K
+ 1.94%
$90.85 - $102.31 $2.24M - $2.52M
1.29M $130M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
42K
+ 27.39%
$32.66 - $40.75 $1.37M - $1.71M
195K $7.9M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
122K
+ 6.17%
$24.14 - $25.43 $2.95M - $3.11M
2.1M $52.2M
SUB
Ishares Short Term National Mu

ETFs
20K
+ 29.52%
$104.77 - $106.34 $2.09M - $2.12M
87.6K $9.32M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
36.2K
+ 2.4%
$47.02 - $47.83 $1.7M - $1.73M
1.55M $73.9M
BMO
Bank Of Montreal

Financial Services
19K
New
$87.54 - $110.63 $1.67M - $2.11M
19K $2.11M
JPM
Jpmorgan Chase & CO

Financial Services
4.94K
+ 34.31%
$210.28 - $289.91 $1.04M - $1.43M
19.3K $5.61M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
197K
+ 5.31%
$22.18 - $23.36 $4.36M - $4.59M
3.9M $87.2M
HYD
Vaneck High Yield Muni ETF

ETFs
38.6K
New
$49.08 - $51.35 $1.89M - $1.98M
38.6K $1.94M
PFF
Ishares Trust Ishares Pfd And

ETFs
64K
+ 3.4%
$29.0 - $30.68 $1.86M - $1.96M
1.95M $59.8M
MBB
Ishares Tr

ETFs
18.5K
+ 1.96%
$91.41 - $94.22 $1.69M - $1.74M
960K $90.2M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
77K
+ 11.49%
$22.81 - $22.97 $1.76M - $1.77M
747K $17.1M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
73.4K
+ 19.67%
$22.3 - $22.57 $1.64M - $1.66M
447K $10M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
29.4K
New
$48.46 - $50.2 $1.42M - $1.47M
29.4K $1.46M
PEP
Pepsico Inc

Consumer Defensive
10.3K
New
$128.02 - $151.37 $1.32M - $1.56M
10.3K $1.36M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
17.7K
New
N/A
17.7K $1.32M
DGRO
Ishares Core Dividend Growth E

ETFs
19.4K
+ 83.15%
$55.22 - $63.94 $1.07M - $1.24M
42.7K $2.73M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
24.2K
+ 6.51%
$50.52 - $50.92 $1.22M - $1.23M
396K $20.1M
IBMP
Ishares Tr Ibonds December 202

ETFs
43.3K
+ 27.26%
$24.98 - $25.35 $1.08M - $1.1M
202K $5.12M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
43.6K
+ 20.13%
$25.04 - $25.18 $1.09M - $1.1M
260K $6.56M
VUG
Vanguard Growth ETF

ETFs
220
+ 1.62%
$329.49 - $438.4 $72.5K - $96.4K
13.8K $6.07M
CMCSA
Comcast Corp

Communication Services
28K
New
$32.84 - $36.72 $921K - $1.03M
28K $1M
IBMO
Ishares Tr Ibonds December 202

ETFs
37.2K
+ 25.75%
$25.32 - $25.63 $942K - $953K
182K $4.65M
CMF
Ishares California Muni Bond E

ETFs
17.5K
+ 25.66%
$54.52 - $56.7 $952K - $990K
85.5K $4.77M
DIS
Walt Disney CO

Communication Services
4.29K
+ 31.38%
$81.72 - $124.01 $351K - $532K
18K $2.23M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
39.2K
+ 30.89%
$21.57 - $21.99 $845K - $862K
166K $3.64M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
43.4K
+ 111.74%
$19.44 - $19.88 $843K - $862K
82.2K $1.63M
Activity Summary
Buys All Purchases 95 New Holdings 16 Increased Positions 79 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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