Cliftonlarsonallen Wealth Advisors, LLC Incresed Positions in Q2 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
3.18K
+ 18.28%
$81.79 - $99.98 $260K - $317K
20.5K $2.01M
IWM
Ishares Russell 2000 ETF

ETFs
89
+ 0.33%
$174.82 - $215.79 $15.6K - $19.2K
27K $5.83M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
40.6K
+ 43.16%
$10.78 - $11.57 $438K - $470K
135K $1.52M
RTX
Raytheon Technologies Corp

Industrials
1.16K
+ 8.31%
$113.75 - $148.48 $132K - $173K
15.2K $2.21M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
12.7K
+ 8.54%
$26.41 - $26.76 $335K - $340K
161K $4.32M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.01%
$146.58 - $180.01 $147 - $180
13.8K $2.45M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.3K
+ 11.69%
$24.94 - $25.42 $256K - $261K
98K $2.49M
ITM
Vaneck Intermediate Muni ETF

ETFs
5.27K
+ 51.17%
$44.27 - $45.82 $233K - $241K
15.6K $707K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.41K
+ 4.87%
$24.88 - $25.41 $209K - $214K
181K $4.6M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
10.1K
+ 0.96%
$23.29 - $23.38 $235K - $236K
1.06M $24.8M
IAU
Ishares Gold Trust

ETFs
2.46K
+ 19.03%
$56.1 - $64.74 $138K - $159K
15.4K $957K
DVY
Ishares Tr

ETFs
1.39K
+ 7.5%
$118.37 - $134.86 $165K - $188K
20K $2.65M
EEM
Ishares Msci Emerging Markets

ETFs
32
+ 0.09%
$38.52 - $48.28 $1.23K - $1.54K
36.2K $1.74M
XOM
Exxon Mobil Corp

Energy
4.54K
+ 14.91%
$99.93 - $119.04 $454K - $540K
35K $3.77M
ABT
Abbott Laboratories

Healthcare
592
+ 5.59%
$123.95 - $138.08 $73.4K - $81.7K
11.2K $1.52M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.66K
+ 0.44%
$50.36 - $50.68 $83.8K - $84.3K
384K $19.4M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
34
+ 0.3%
$53.75 - $67.21 $1.83K - $2.29K
11.3K $750K
ABBV
Abb Vie Inc.

Healthcare
3.05K
+ 14.19%
$170.16 - $206.27 $519K - $630K
24.6K $4.56M
NEE
Nextera Energy Inc

Utilities
1.2K
+ 3.56%
$64.11 - $75.0 $77.1K - $90.2K
35K $2.43M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
55
+ 0.26%
$36.25 - $42.28 $1.99K - $2.33K
21.2K $896K
PFE
Pfizer Inc

Healthcare
968
+ 7.71%
$21.59 - $24.84 $20.9K - $24K
13.5K $327K
Ishares Tr
42K
+ 50.06%
N/A
126K $0
Ishares Tr
4.93K
+ 35.5%
N/A
18.8K $0
Ishares Tr
4.75K
+ 10.74%
N/A
49K $0
JNJ
Johnson & Johnson

Healthcare
286
+ 2.21%
$146.36 - $159.82 $41.9K - $45.7K
13.2K $2.02M
DVN
Devon Energy Corp

Energy
994
+ 1.01%
$26.8 - $37.92 $26.6K - $37.7K
99.8K $3.17M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.33K
+ 0.36%
$68.13 - $74.77 $90.7K - $99.5K
374K $27.2M
AAPL
Apple Inc.

Technology
1.06K
+ 0.62%
$172.42 - $223.89 $183K - $237K
173K $35.5M
Activity Summary
Buys All Purchases 95 New Holdings 16 Increased Positions 79 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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