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
GOOG
Alphabet Inc.

Communication Services
3.32K
+ 31.96%
$149.54 - $192.66 $496K - $639K
13.7K $2.29M
XOM
Exxon Mobil Corp

Energy
2.79K
+ 12.32%
$109.72 - $119.0 $307K - $332K
25.5K $2.99M
PML
Pimco Municipal Income Fund Ii

Financial Services
40K
New
$8.4 - $9.39 $336K - $376K
40K $375K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
14.2K
+ 18.47%
$21.7 - $22.6 $308K - $321K
91.1K $2.05M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
13.3K
+ 13.32%
$26.42 - $26.67 $350K - $353K
113K $3.01M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.49K
+ 4.19%
$46.9 - $51.96 $117K - $129K
61.8K $3.18M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
6.6K
+ 18.24%
$42.76 - $45.16 $282K - $298K
42.8K $1.91M
IDV
Ishares Tr

ETFs
11.3K
New
$27.62 - $30.64 $312K - $347K
11.3K $341K
EXC
Exelon Corp

Utilities
1.04K
+ 2.13%
$34.24 - $40.55 $35.5K - $42K
49.8K $2.02M
DGRO
Ishares Core Dividend Growth E

ETFs
3.36K
+ 14.9%
$57.47 - $62.76 $193K - $211K
25.9K $1.62M
IBMO
Ishares Tr Ibonds December 202

ETFs
10.6K
+ 11.63%
$25.26 - $25.66 $267K - $271K
101K $2.6M
KO
Coca Cola CO

Consumer Defensive
394
+ 1.22%
$62.69 - $73.01 $24.7K - $28.8K
32.6K $2.34M
VBR
Vanguard Small Cap Value ETF

ETFs
493
+ 4.69%
$179.99 - $201.6 $88.7K - $99.4K
11K $2.21M
WMT
Walmart Inc.

Consumer Defensive
866
+ 5.22%
$66.91 - $81.4 $57.9K - $70.5K
17.4K $1.41M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
9.52K
+ 5.96%
$24.78 - $25.11 $236K - $239K
169K $4.25M
T
At&T Inc.

Communication Services
11.7K
New
$18.21 - $22.28 $213K - $260K
11.7K $256K
IEMG
Ishares Inc

ETFs
2.33K
+ 0.26%
$53.64 - $53.64 $125K - $125K
892K $47.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
706
+ 0.63%
$51.58 - $53.79 $36.4K - $38K
113K $6.07M
HDV
Ishares Core High Dividend ETF

ETFs
541
+ 3.28%
$107.62 - $118.76 $58.2K - $64.2K
17K $2M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
8.81K
+ 66.73%
$21.22 - $22.22 $187K - $196K
22K $486K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.5K
+ 0.71%
$50.61 - $50.96 $126K - $127K
352K $17.9M
AEM
Agnico Eagle Mines LTD

Basic Materials
40
+ 0.34%
$65.04 - $84.24 $2.6K - $3.37K
11.7K $945K
WPM
Wheaton Precious Metals Corp.

Basic Materials
797
+ 6.7%
$52.04 - $64.22 $41.5K - $51.2K
12.7K $774K
VZ
Verizon Communications Inc

Communication Services
2.33K
+ 22.95%
$38.89 - $45.0 $90.7K - $105K
12.5K $561K
VIG
Vanguard Dividend Appreciation

ETFs
821
+ 2.77%
$182.15 - $182.15 $150K - $150K
30.4K $5.54M
AOA
Ishares Tr Core Aggressive All

ETFs
167
+ 0.62%
$72.11 - $79.05 $12K - $13.2K
27K $2.13M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
3.1K
+ 10.2%
$24.34 - $25.83 $75.4K - $80K
33.4K $859K
FNDF
Schwab Fundamental Intl Large

ETFs
1.87K
+ 12.14%
$33.67 - $37.71 $63.1K - $70.7K
17.3K $647K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2
+ 0.01%
$69.61 - $79.56 $139 - $159
24.5K $1.92M
SHYD
Vaneck Short High Yield Muni E

ETFs
3.82K
+ 27.81%
$22.24 - $22.81 $84.9K - $87K
17.5K $398K
NVDA
Nvidia Corp

Technology
1.71K
+ 2.73%
$98.91 - $134.91 $169K - $231K
64.4K $7.82M
PCG
Pg&E Corp

Utilities
191
+ 0.61%
$17.08 - $20.6 $3.26K - $3.93K
31.3K $618K
IWR
Ishares Russell Mid Cap ETF

ETFs
33
+ 0.33%
$79.92 - $88.19 $2.64K - $2.91K
10.1K $889K
SCHO
Schwab Short Term Us Treasury

ETFs
70
+ 0.09%
$47.93 - $49.06 $3.36K - $3.43K
82.3K $4.03M
AOR
Ishares Tr Core Growth Allocat

ETFs
301
+ 1.84%
$55.15 - $59.31 $16.6K - $17.9K
16.7K $988K
VCIT
Vanguard Intermediate Term Cor

ETFs
261
+ 2.34%
$79.29 - $84.02 $20.7K - $21.9K
11.4K $954K
DFUS
Dimensional ETF Tr U S Equity

ETFs
44
+ 0.24%
$56.04 - $62.2 $2.47K - $2.74K
18.1K $1.13M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
49
+ 0.23%
$38.51 - $41.69 $1.89K - $2.04K
21K $877K
DIS
Walt Disney CO

Communication Services
968
+ 7.37%
$85.6 - $98.61 $82.9K - $95.5K
14.1K $1.36M
IBDV
Ishares Tr

Technology
598
+ 1.46%
$21.11 - $22.24 $12.6K - $13.3K
41.5K $919K
BAC
Bank Of America Corp

Financial Services
1.28K
+ 4.17%
$36.65 - $44.13 $47K - $56.6K
32K $1.27M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.24K
+ 9.59%
$19.11 - $20.18 $23.8K - $25.1K
14.2K $284K
Ishares Tr
19.8K
New
N/A
19.8K $0
Ishares Tr
23.3K
New
N/A
23.3K $0
Ishares Tr
22.3K
New
N/A
22.3K $0
Ishares Tr
36.5K
New
N/A
36.5K $0
Rtx Corporation
13K
New
N/A
13K $0
Ishares Tr
42.9K
New
N/A
42.9K $0
WM
Waste Management Inc

Industrials
140
+ 1.13%
$196.96 - $223.45 $27.6K - $31.3K
12.5K $2.6M
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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