Cliftonlarsonallen Wealth Advisors, LLC Incresed Positions in Q4 2024

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
393K
+ 5.4%
$65.67 - $69.79 $25.8M - $27.4M
7.67M $514M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
889K
+ 7.45%
$24.94 - $26.14 $22.2M - $23.2M
12.8M $320M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
219K
+ 6.06%
$49.79 - $51.14 $10.9M - $11.2M
3.84M $192M
SPYG
Spdr Portfolio

ETFs
25.2K
+ 2.77%
$81.74 - $91.38 $2.06M - $2.3M
934K $82.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
123K
+ 6.46%
$44.33 - $49.55 $5.46M - $6.11M
2.03M $91.3M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
118K
+ 7.37%
$47.26 - $48.18 $5.57M - $5.67M
1.72M $81.3M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
190K
+ 56.2%
$22.72 - $23.0 $4.32M - $4.37M
528K $12M
SPIB
Spdr Portfolio Intermediate Te

ETFs
228K
+ 6.29%
$32.65 - $33.68 $7.46M - $7.69M
3.86M $126M
AMZN
Amazon Com Inc

Consumer Cyclical
3.51K
+ 4.25%
$180.88 - $232.93 $635K - $817K
86.1K $18.9M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
159K
+ 152.89%
$22.1 - $22.59 $3.52M - $3.6M
264K $5.85M
AAPL
Apple Inc.

Technology
1.59K
+ 0.93%
$221.69 - $259.02 $352K - $412K
172K $43.1M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
176K
+ 6.98%
$23.42 - $24.25 $4.13M - $4.28M
2.7M $63.8M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
98.4K
+ 10.54%
$23.25 - $23.37 $2.29M - $2.3M
1.03M $24M
VGSH
Vanguard

ETFs
44.2K
+ 6.63%
$58.02 - $58.88 $2.56M - $2.6M
710K $41.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
37.6K
+ 10.68%
$50.67 - $50.9 $1.9M - $1.91M
390K $19.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
76.4K
+ 6.98%
$57.78 - $60.4 $4.42M - $4.62M
1.17M $68M
NVDA
Nvidia Corp

Technology
6.1K
+ 9.48%
$117.0 - $148.88 $714K - $909K
70.5K $9.46M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
44.8K
+ 72.34%
$23.88 - $24.32 $1.07M - $1.09M
107K $2.56M
PFF
Ishares Trust Ishares Pfd And

ETFs
127K
+ 7.6%
$31.23 - $33.51 $3.96M - $4.25M
1.8M $56.5M
GOOGL
Alphabet Inc.

Communication Services
2.12K
+ 9.46%
$161.86 - $196.66 $342K - $416K
24.5K $4.63M
IWF
Ishares Russell 1000 Gr ETF

ETFs
487
+ 1.82%
$370.24 - $418.94 $180K - $204K
27.3K $11M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
38.6K
+ 28.17%
$34.13 - $37.35 $1.32M - $1.44M
176K $6M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
35.8K
+ 28.11%
$25.06 - $25.59 $897K - $916K
163K $4.11M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
38.6K
+ 175.51%
$21.25 - $22.07 $820K - $852K
60.6K $1.29M
IBMP
Ishares Tr Ibonds December 202

ETFs
31.2K
+ 30.67%
$25.08 - $25.43 $784K - $795K
133K $3.35M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
59.6K
+ 3.48%
$45.38 - $46.88 $2.7M - $2.79M
1.77M $80.7M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
26.1K
+ 15.43%
$25.0 - $25.11 $653K - $656K
195K $4.89M
GOOG
Alphabet Inc.

Communication Services
1.39K
+ 10.14%
$163.08 - $198.16 $227K - $275K
15.1K $2.87M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.82M
+ 195.73%
$22.01 - $66.82 $40.1M - $122M
2.75M $62.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
99.7K
+ 250.98%
$22.4 - $68.28 $2.23M - $6.81M
139K $3.23M
VUG
Vanguard Growth ETF

ETFs
306
+ 2.26%
$378.79 - $428.11 $116K - $131K
13.9K $5.69M
SHYD
Vaneck Short High Yield Muni E

ETFs
21K
+ 119.57%
$22.45 - $22.81 $471K - $478K
38.5K $865K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
16.2K
+ 14.84%
N/A
126K $2.98M
IBMO
Ishares Tr Ibonds December 202

ETFs
15.5K
+ 15.31%
$25.4 - $25.62 $394K - $397K
117K $2.97M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
13.9K
+ 12.34%
$26.55 - $26.67 $369K - $371K
127K $3.37M
JPM
Jpmorgan Chase & CO

Financial Services
80
+ 0.68%
$205.18 - $250.29 $16.4K - $20K
11.9K $2.85M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.4K
+ 18.27%
$45.07 - $47.1 $470K - $491K
67.4K $3.05M
XOM
Exxon Mobil Corp

Energy
5.54K
+ 21.76%
$105.51 - $125.37 $585K - $695K
31K $3.34M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17K
+ 18.64%
$21.81 - $22.48 $370K - $382K
108K $2.37M
WMT
Walmart Inc.

Consumer Defensive
1.62K
+ 9.28%
$79.1 - $95.7 $128K - $155K
19.1K $1.72M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.8K
+ 19.77%
$24.82 - $25.48 $293K - $301K
71.5K $1.78M
IBDV
Ishares Tr

Technology
10.4K
+ 25.02%
$21.24 - $22.15 $220K - $230K
51.8K $1.11M
CVX
Chevron Corp

Energy
1.48K
+ 11.58%
$141.15 - $162.53 $209K - $241K
14.3K $2.06M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
591
+ 0.83%
$100.38 - $107.86 $59.3K - $63.7K
71.6K $7.38M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
8.74K
+ 21.96%
$20.28 - $21.2 $177K - $185K
48.5K $987K
BAC
Bank Of America Corp

Financial Services
17
+ 0.05%
$39.22 - $47.77 $667 - $812
32K $1.41M
ITM
Vaneck Intermediate Muni ETF

ETFs
4.14K
+ 5.24%
$45.56 - $46.97 $189K - $194K
83.2K $3.84M
VIG
Vanguard Dividend Appreciation

ETFs
621
+ 2.04%
N/A
31K $5.65M
EFV
Msci Eafe Value ETF

ETFs
3.49K
+ 24.88%
$51.78 - $57.15 $181K - $200K
17.5K $919K
Activity Summary
Buys All Purchases 115 New Holdings 18 Increased Positions 97 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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