Cliftonlarsonallen Wealth Advisors, LLC Incresed Positions in Q3 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • $6.31 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
33.8K
+ 1.7%
$567.77 - $614.76 $19.2M - $20.8M
2.02M $1.24B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
371K
+ 4.61%
$70.77 - $73.59 $26.2M - $27.3M
8.41M $617M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.53M
+ 12.11%
$25.21 - $25.99 $38.6M - $39.8M
14.2M $366M
VEA
Vanguard Ftse Developed Market

ETFs
150K
+ 1.98%
$56.02 - $60.3 $8.4M - $9.04M
7.73M $463M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
321K
+ 6.35%
$48.5 - $50.19 $15.5M - $16.1M
5.37M $269M
SPIB
Spdr Portfolio Intermediate Te

ETFs
505K
+ 9.16%
$33.26 - $34.01 $16.8M - $17.2M
6.02M $204M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
114K
+ 3.59%
$42.26 - $47.16 $4.8M - $5.36M
3.28M $152M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
76.1K
+ 2.82%
$49.43 - $54.52 $3.76M - $4.15M
2.77M $150M
VGIT
Vanguard Intermediate Term Tre

ETFs
252K
+ 12.02%
$58.97 - $60.36 $14.9M - $15.2M
2.35M $141M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
252K
+ 6.46%
$21.89 - $23.17 $5.51M - $5.83M
4.15M $95.8M
MBB
Ishares Tr

ETFs
55.4K
+ 5.77%
$92.46 - $95.73 $5.12M - $5.3M
1.02M $96.6M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
274K
+ 36.65%
$22.84 - $22.95 $6.25M - $6.28M
1.02M $23.4M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
66K
+ 13.58%
$69.02 - $73.57 $4.56M - $4.86M
552K $40.6M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
90.1K
+ 5.83%
$47.76 - $48.46 $4.31M - $4.37M
1.64M $78.9M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
15.4K
+ 1.19%
$101.12 - $106.18 $1.56M - $1.64M
1.31M $135M
VTI
Vanguard Total Stock Market Et

ETFs
208
+ 0.12%
$303.93 - $329.86 $63.2K - $68.6K
176K $57.6M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
171K
+ 38.31%
$22.36 - $22.52 $3.83M - $3.85M
618K $13.9M
FLMI
Franklin Dynamic Municipal Bon

ETFs
106K
+ 4.9%
$23.96 - $24.81 $2.54M - $2.63M
2.27M $56.3M
CMF
Ishares California Muni Bond E

ETFs
61.7K
+ 72.11%
$55.16 - $57.13 $3.4M - $3.52M
147K $8.4M
NVDA
Nvidia Corp

Technology
6.23K
+ 9.91%
$153.3 - $186.58 $956K - $1.16M
69.1K $12.9M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
98K
+ 4.65%
$24.11 - $24.94 $2.36M - $2.44M
2.2M $54.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
24.5K
+ 1.26%
$30.67 - $32.13 $752K - $787K
1.97M $62.4M
HYD
Vaneck High Yield Muni ETF

ETFs
48.8K
+ 126.32%
$48.85 - $50.94 $2.38M - $2.48M
87.4K $4.45M
SCHA
Schwab Strategic Tr Us Small C

ETFs
33
+ 0.0%
$25.29 - $28.33 $835 - $935
828K $23.1M
MLN
Vaneck Long Muni ETF

ETFs
84.5K
+ 20.12%
$16.52 - $17.5 $1.4M - $1.48M
505K $8.82M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
73.4K
+ 35.68%
$22.19 - $22.44 $1.63M - $1.65M
279K $6.25M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
65.1K
+ 36.49%
N/A
243K $5.78M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
48K
+ 26.48%
$25.37 - $25.79 $1.22M - $1.24M
229K $5.87M
ABBV
Abb Vie Inc.

Healthcare
598
+ 2.43%
$184.85 - $231.54 $111K - $138K
25.2K $5.83M
MRK
Merck & Co., Inc.

Healthcare
13.4K
+ 65.26%
$77.6 - $87.37 $1.04M - $1.17M
34K $2.85M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
23.1K
+ 6.03%
$50.47 - $50.74 $1.17M - $1.17M
407K $20.6M
GOOG
Alphabet Inc.

Communication Services
955
+ 6.91%
$175.16 - $255.24 $167K - $244K
14.8K $3.6M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
51.5K
+ 62.68%
$19.57 - $19.98 $1.01M - $1.03M
134K $2.66M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
991
+ 1.24%
$108.03 - $117.04 $107K - $116K
81K $9.48M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
14.9K
+ 9.42%
$46.86 - $48.27 $699K - $720K
173K $8.32M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
29.1K
+ 29.66%
$25.24 - $25.56 $734K - $743K
127K $3.24M
IBDV
Ishares Tr

Technology
32.5K
+ 65.03%
$21.75 - $22.22 $706K - $722K
82.4K $1.83M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
13.8K
+ 46.94%
$49.09 - $50.58 $676K - $697K
43.1K $2.18M
PML
Pimco Municipal Income Fund Ii

Financial Services
80K
+ 200.0%
$7.11 - $7.91 $569K - $633K
120K $949K
VUG
Vanguard Growth ETF

ETFs
136
+ 0.98%
$433.97 - $484.08 $59K - $65.8K
14K $6.7M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.4K
+ 1.36%
$22.9 - $23.58 $308K - $317K
1M $23.6M
ROK
Rockwell Automation, Inc

Industrials
6
+ 0.02%
$328.67 - $358.52 $1.97K - $2.15K
33.7K $11.8M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
317
+ 0.2%
$30.13 - $33.37 $9.55K - $10.6K
161K $5.37M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.67K
+ 0.85%
$39.8 - $42.86 $66.4K - $71.5K
197K $8.42M
BMO
Bank Of Montreal

Financial Services
448
+ 2.35%
$110.44 - $130.66 $49.5K - $58.5K
19.5K $2.54M
WMT
Walmart Inc.

Consumer Defensive
3.07K
+ 14.95%
$94.4 - $104.27 $290K - $320K
23.6K $2.43M
VT
Vanguard Total World Stk Index

ETFs
68
+ 0.15%
$128.41 - $138.03 $8.73K - $9.39K
44.1K $6.08M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
16.4K
+ 18.19%
$23.13 - $23.54 $379K - $385K
106K $2.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.05K
+ 1.66%
$24.46 - $26.5 $50K - $54.2K
125K $3.3M
Activity Summary
Buys All Purchases 92 New Holdings 8 Increased Positions 84 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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