Cliftonlarsonallen Wealth Advisors, LLC New Holdings in Q3 2024

Cliftonlarsonallen Wealth Advisors, LLC

Stock	Shares change	Price Range	Shares Held
BRK-B Berkshire Hathaway Inc Class B Financial Services	22.7K New	$405.19 - $478.57 $9.2M - $10.9M	22.7K $10.4M
JPM Jpmorgan Chase & CO Financial Services	11.8K New	$194.9 - $224.8 $2.3M - $2.65M	11.8K $2.49M
PTY Pimco Corporate & Income Opportunity Fund Financial Services	151K New	$14.16 - $14.47 $2.14M - $2.19M	151K $2.18M
PEP Pepsico Inc Consumer Defensive	11.6K New	$161.9 - $179.3 $1.88M - $2.08M	11.6K $1.98M
GIS General Mills Inc Consumer Defensive	18.2K New	$62.5 - $75.15 $1.14M - $1.37M	18.2K $1.34M
VCSH Vanguard Sht Term Corp Bd ETF ETFs	13.5K New	$76.94 - $79.54 $1.04M - $1.08M	13.5K $1.08M
IYE Ishares Tr ETFs	12.1K New	$44.44 - $49.18 $537K - $594K	12.1K $559K
PML Pimco Municipal Income Fund Ii Financial Services	40K New	$8.4 - $9.39 $336K - $376K	40K $375K
IDV Ishares Tr ETFs	11.3K New	$27.62 - $30.64 $312K - $347K	11.3K $341K
T At&T Inc. Communication Services	11.7K New	$18.21 - $22.28 $213K - $260K	11.7K $256K
Ishares Tr	22.3K New	N/A	22.3K $0
Ishares Tr	23.3K New	N/A	23.3K $0
Ishares Tr	19.8K New	N/A	19.8K $0
Ishares Tr	42.9K New	N/A	42.9K $0
Rtx Corporation	13K New	N/A	13K $0
Ishares Tr	36.5K New	N/A	36.5K $0

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