Cliftonlarsonallen Wealth Advisors, LLC Incresed Positions in Q1 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
245K
+ 15.58%
$507.05 - $563.67 $124M - $138M
1.82M $933M
MBB
Ishares Tr

ETFs
897K
+ 2003.02%
$90.37 - $94.08 $81.1M - $84.4M
942K $88.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
793K
+ 67.72%
$57.44 - $59.4 $45.6M - $47.1M
1.96M $117M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.92M
+ 3137.65%
$25.12 - $26.05 $48.3M - $50M
1.98M $49.9M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.18M
+ 30.62%
$32.5 - $33.3 $38.4M - $39.3M
5.04M $167M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
793K
+ 20.65%
$49.25 - $50.66 $39M - $40.2M
4.63M $229M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
973K
+ 47.87%
$40.03 - $46.81 $38.9M - $45.5M
3M $122M
IQLT
Ishares Msci Intl Quality Fact

ETFs
765K
+ 1194.23%
$36.91 - $41.03 $28.2M - $31.4M
829K $32.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
131K
+ 131.26%
$168.16 - $186.21 $22M - $24.3M
230K $39.3M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
998K
+ 36.95%
$22.83 - $23.75 $22.8M - $23.7M
3.7M $85.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
163K
+ 6.9%
$42.5 - $46.71 $6.93M - $7.62M
2.53M $114M
VTI
Vanguard Total Stock Market Et

ETFs
39.2K
+ 71.56%
$271.18 - $303.12 $10.6M - $11.9M
93.9K $25.7M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
108K
+ 34.35%
$58.04 - $65.84 $6.25M - $7.09M
421K $26.8M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
29.4K
+ 2.38%
$97.38 - $104.52 $2.87M - $3.08M
1.27M $128M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
91.4K
+ 133.28%
$45.92 - $47.58 $4.2M - $4.35M
160K $7.6M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
142K
+ 26.92%
$22.77 - $22.94 $3.24M - $3.26M
670K $15.4M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
11.5K
+ 3.18%
$68.32 - $75.06 $784K - $861K
373K $27.8M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
110K
+ 41.64%
$22.11 - $22.43 $2.43M - $2.46M
373K $8.37M
MLN
Vaneck Long Muni ETF

ETFs
117K
+ 839.52%
$17.22 - $18.0 $2.02M - $2.11M
131K $2.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
105
+ 0.46%
$442.66 - $534.52 $46.5K - $56.1K
22.8K $12.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
90K
+ 81.05%
$23.16 - $27.04 $2.09M - $2.43M
201K $4.72M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
68.4K
+ 63.34%
$21.77 - $22.25 $1.49M - $1.52M
177K $3.93M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
66.3K
+ 109.31%
$21.16 - $21.77 $1.4M - $1.44M
127K $2.76M
PFF
Ishares Trust Ishares Pfd And

ETFs
88.8K
+ 4.94%
$30.73 - $32.26 $2.73M - $2.86M
1.88M $57.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
26.3K
+ 7.39%
$50.39 - $50.66 $1.32M - $1.33M
382K $19.3M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
22.8K
+ 136.74%
$46.26 - $47.48 $1.06M - $1.08M
39.5K $1.87M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14.8K
+ 69.46%
$58.01 - $64.46 $857K - $952K
36K $2.25M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
8.48K
+ 20.1%
$75.32 - $84.77 $639K - $719K
50.7K $4.14M
IBMO
Ishares Tr Ibonds December 202

ETFs
27.6K
+ 23.66%
$25.45 - $25.6 $703K - $707K
144K $3.69M
JPM
Jpmorgan Chase & CO

Financial Services
2.53K
+ 21.28%
$225.19 - $279.95 $569K - $707K
14.4K $3.53M
IBMP
Ishares Tr Ibonds December 202

ETFs
25.6K
+ 19.26%
$25.1 - $25.34 $643K - $650K
159K $4.01M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
22K
+ 17.39%
$26.63 - $26.75 $586K - $589K
149K $3.98M
CMF
Ishares California Muni Bond E

ETFs
11.4K
+ 20.12%
$55.93 - $57.47 $638K - $655K
68.1K $3.83M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
21.3K
+ 10.92%
$25.05 - $25.16 $534K - $537K
217K $5.45M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
20K
+ 1.94%
$23.29 - $23.38 $466K - $468K
1.05M $24.6M
WM
Waste Management Inc

Industrials
528
+ 4.12%
$200.54 - $233.78 $106K - $123K
13.4K $3.09M
EXC
Exelon Corp

Utilities
1.51K
+ 3.0%
$37.3 - $46.08 $56.1K - $69.4K
51.6K $2.38M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
20.6K
+ 16.42%
N/A
146K $3.47M
DVN
Devon Energy Corp

Energy
268
+ 0.27%
$33.15 - $38.55 $8.88K - $10.3K
98.8K $3.7M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
10.2K
+ 14.25%
$95.35 - $107.82 $973K - $1.1M
81.8K $7.84M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
16.2K
+ 22.68%
$24.79 - $25.26 $402K - $410K
87.7K $2.22M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
21.1K
+ 119.21%
$19.0 - $19.66 $401K - $415K
38.8K $763K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.2K
+ 10.47%
$23.9 - $24.18 $267K - $270K
118K $2.85M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.81K
+ 0.77%
$25.69 - $26.89 $46.4K - $48.5K
236K $6.31M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.66K
+ 5.93%
$25.08 - $25.39 $242K - $245K
173K $4.37M
RTX
Raytheon Technologies Corp

Industrials
23
+ 0.16%
$114.1 - $135.66 $2.62K - $3.12K
14K $1.85M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
3.46K
+ 19.68%
$44.39 - $50.29 $154K - $174K
21K $1.02M
ABT
Abbott Laboratories

Healthcare
21
+ 0.2%
$111.1 - $140.22 $2.33K - $2.94K
10.6K $1.4M
CSCO
Cisco Systems, Inc.

Technology
2.77K
+ 27.13%
$58.74 - $64.87 $163K - $180K
13K $800K
Activity Summary
Buys All Purchases 92 New Holdings 12 Increased Positions 80 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email