Cliftonlarsonallen Wealth Advisors, LLC Purchases in Q3 2024

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
261K
+ 3.71%
$61.47 - $67.36 $16M - $17.6M
7.28M $490M
VEA
Vanguard Ftse Developed Market

ETFs
391K
+ 5.95%
$47.6 - $53.31 $18.6M - $20.8M
6.97M $368M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.13M
+ 10.45%
$24.86 - $26.33 $28.1M - $29.7M
11.9M $312M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
89K
+ 5.31%
$80.13 - $88.89 $7.13M - $7.91M
1.76M $156M
AAPL
Apple Inc.

Technology
74.3K
+ 77.39%
$207.23 - $234.82 $15.4M - $17.4M
170K $39.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
265K
+ 7.91%
$49.93 - $51.15 $13.2M - $13.6M
3.62M $185M
SPIB
Spdr Portfolio Intermediate Te

ETFs
304K
+ 9.15%
$32.36 - $33.78 $9.85M - $10.3M
3.63M $122M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
7.8K
+ 0.64%
$95.1 - $106.76 $742K - $833K
1.23M $131M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
94.6K
+ 4.39%
$41.9 - $48.26 $3.96M - $4.57M
2.25M $108M
IEFA
Ishares Tr

ETFs
7.94K
+ 0.35%
$70.09 - $78.74 $557K - $625K
2.28M $178M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22.7K
New
$405.19 - $478.57 $9.2M - $10.9M
22.7K $10.4M
AMZN
Amazon Com Inc

Consumer Cyclical
55.8K
+ 208.44%
$161.02 - $200.0 $8.98M - $11.2M
82.6K $15.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
39.5K
+ 4.09%
$96.25 - $101.98 $3.8M - $4.03M
1.01M $102M
VGIT
Vanguard Intermediate Term Tre

ETFs
90K
+ 8.96%
$57.8 - $60.8 $5.2M - $5.47M
1.1M $66.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
139K
+ 9.11%
$31.18 - $33.5 $4.34M - $4.67M
1.67M $55.5M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
93.4K
+ 6.21%
$47.01 - $48.2 $4.39M - $4.5M
1.6M $76.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.31K
+ 40.42%
$517.38 - $573.86 $4.3M - $4.77M
28.9K $16.6M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
67.2K
+ 4.09%
$45.6 - $46.83 $3.06M - $3.14M
1.71M $80.1M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
155K
+ 6.55%
$23.57 - $24.19 $3.66M - $3.75M
2.53M $61M
SPYG
Spdr Portfolio

ETFs
19K
+ 2.13%
$73.38 - $84.1 $1.39M - $1.59M
909K $75.4M
EOG
Eog Resources Inc

Energy
39.9K
+ 13.94%
$117.9 - $132.65 $4.7M - $5.29M
326K $40.1M
VGSH
Vanguard

ETFs
55.6K
+ 9.11%
$57.74 - $59.13 $3.21M - $3.29M
666K $39.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.59K
+ 1.9%
$105.53 - $118.34 $590K - $662K
300K $35.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
14.7K
+ 23.7%
$125.95 - $142.04 $1.85M - $2.09M
76.7K $10.9M
PG
Procter & Gamble CO

Consumer Defensive
14.3K
+ 44.74%
$160.76 - $177.82 $2.3M - $2.54M
46.2K $8M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
28.3K
+ 11.29%
$60.25 - $66.85 $1.71M - $1.89M
279K $18.4M
ABBV
Abb Vie Inc.

Healthcare
11.4K
+ 109.82%
$163.84 - $199.33 $1.86M - $2.26M
21.7K $4.28M
JPM
Jpmorgan Chase & CO

Financial Services
11.8K
New
$194.9 - $224.8 $2.3M - $2.65M
11.8K $2.49M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
151K
New
$14.16 - $14.47 $2.14M - $2.19M
151K $2.18M
PEP
Pepsico Inc

Consumer Defensive
11.6K
New
$161.9 - $179.3 $1.88M - $2.08M
11.6K $1.98M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.78K
+ 1.31%
$36.98 - $41.55 $214K - $240K
446K $18.4M
GIS
General Mills Inc

Consumer Defensive
18.2K
New
$62.5 - $75.15 $1.14M - $1.37M
18.2K $1.34M
VTI
Vanguard Total Stock Market Et

ETFs
1.57K
+ 2.94%
$255.18 - $283.2 $400K - $444K
54.8K $15.5M
CEG
Constellation Energy Corp

Utilities
563
+ 3.45%
$167.08 - $262.86 $94.1K - $148K
16.9K $4.39M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.5K
New
$76.94 - $79.54 $1.04M - $1.08M
13.5K $1.08M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
38.1K
+ 4.26%
$23.13 - $23.43 $881K - $892K
933K $21.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.36K
+ 7.76%
$57.32 - $62.65 $536K - $586K
130K $8.1M
MSFT
Microsoft Corp

Technology
3.65K
+ 11.04%
$395.15 - $467.56 $1.44M - $1.71M
36.8K $15.8M
JNJ
Johnson & Johnson

Healthcare
4.71K
+ 37.39%
$145.48 - $167.38 $685K - $788K
17.3K $2.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11K
+ 71.09%
$58.03 - $65.37 $640K - $721K
26.5K $1.72M
IWM
Ishares Russell 2000 ETF

ETFs
299
+ 0.76%
$200.87 - $224.6 $60.1K - $67.2K
39.8K $8.79M
NEE
Nextera Energy Inc

Utilities
3.19K
+ 9.34%
$69.9 - $84.97 $223K - $271K
37.3K $3.15M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
23.3K
+ 7.39%
$22.55 - $23.1 $525K - $537K
338K $7.8M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
20.2K
+ 18.85%
$24.91 - $25.63 $503K - $517K
127K $3.26M
IYE
Ishares Tr

ETFs
12.1K
New
$44.44 - $49.18 $537K - $594K
12.1K $559K
GOOGL
Alphabet Inc.

Communication Services
4.81K
+ 27.42%
$148.65 - $191.18 $715K - $920K
22.4K $3.71M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
17.2K
+ 19.76%
$21.96 - $22.69 $378K - $390K
104K $2.36M
IBMP
Ishares Tr Ibonds December 202

ETFs
14.8K
+ 16.94%
$24.92 - $25.47 $368K - $376K
102K $2.59M
CMF
Ishares California Muni Bond E

ETFs
5.85K
+ 9.78%
$56.65 - $58.17 $331K - $340K
65.7K $3.82M
Activity Summary
Buys All Purchases 102 New Holdings 16 Increased Positions 86 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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