Cliftonlarsonallen Wealth Advisors, LLC Reduced Holdings in Q4 2024

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-45.9K
- 2.02%
$70.06 - $77.43 $3.22M - $3.56M
2.23M $157M
IVE
Ishares S&P 500 Value ETF

ETFs
-25.5K
- 3.86%
$189.5 - $206.17 $4.84M - $5.26M
636K $121M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-46.5K
- 4.62%
$96.64 - $101.23 $4.49M - $4.71M
959K $93M
DFAX
Dimensional ETF Tr
-52.2K
- 3.41%
$24.76 - $27.04 $1.29M - $1.41M
1.48M $36.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-92.9K
- 4.34%
$33.92 - $36.6 $3.15M - $3.4M
2.05M $70.8M
IXUS
Ishares Tr

ETFs
-5.29K
- 1.66%
$65.95 - $72.56 $349K - $384K
313K $20.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-15.5K
- 5.17%
$113.92 - $127.38 $1.77M - $1.98M
285K $32.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
-102K
- 6.98%
$94.43 - $105.47 $9.62M - $10.7M
1.36M $138M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.01K
- 0.39%
$57.29 - $63.1 $57.8K - $63.7K
257K $14.8M
IWM
Ishares Russell 2000 ETF

ETFs
-6.32K
- 15.88%
$216.13 - $242.4 $1.37M - $1.53M
33.5K $7.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-13.1K
- 8.94%
$124.26 - $134.12 $1.63M - $1.76M
133K $17.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.24K
- 6.17%
$183.23 - $199.79 $776K - $847K
64.5K $11.9M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-5.95K
- 1.62%
$69.58 - $74.87 $414K - $445K
361K $25.3M
IEMG
Ishares Inc

ETFs
-19.2K
- 2.15%
N/A
873K $46.8M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-57.7K
- 37.99%
$11.39 - $12.41 $657K - $716K
94.1K $1.1M
VTV
Vanguard Value ETF

ETFs
-3.12K
- 10.64%
$168.32 - $181.87 $525K - $567K
26.2K $4.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.6K
- 7.39%
$61.68 - $67.87 $592K - $652K
120K $7.5M
CMF
Ishares California Muni Bond E

ETFs
-9K
- 13.71%
$56.66 - $58.1 $510K - $523K
56.7K $3.25M
IEF
Ishares Barclays

ETFs
-4.57K
- 26.88%
$92.08 - $98.18 $420K - $448K
12.4K $1.15M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.27K
- 19.87%
$58.88 - $64.8 $310K - $341K
21.3K $1.25M
ABBV
Abb Vie Inc.

Healthcare
-107
- 0.49%
$164.99 - $203.87 $17.7K - $21.8K
21.6K $3.84M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.31K
- 1.3%
$176.42 - $186.91 $230K - $244K
99.5K $17.7M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-7.7K
- 2.03%
$22.39 - $23.45 $172K - $181K
371K $8.54M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.78K
- 2.7%
$37.12 - $41.23 $65.9K - $73.2K
64.1K $2.38M
MBB
Ishares Tr

ETFs
-916
- 2.0%
$91.26 - $95.82 $83.6K - $87.8K
44.8K $4.11M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.81K
- 14.7%
$60.73 - $64.94 $231K - $247K
22.1K $1.36M
EMB
Ishares Tr

ETFs
-1.93K
- 10.01%
$88.94 - $93.46 $172K - $181K
17.4K $1.55M
EOG
Eog Resources Inc

Energy
-645
- 0.2%
$118.22 - $136.54 $76.3K - $88.1K
325K $39.9M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-919
- 1.43%
$26.63 - $30.23 $24.5K - $27.8K
63.2K $1.68M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-8.79K
- 7.42%
$11.1 - $12.03 $97.6K - $106K
110K $1.24M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-719
- 0.2%
$50.37 - $50.6 $36.2K - $36.4K
356K $17.9M
CSCO
Cisco Systems, Inc.

Technology
-3.95K
- 27.88%
$52.45 - $60.02 $207K - $237K
10.2K $604K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.37K
- 10.12%
$77.86 - $79.27 $107K - $109K
12.2K $949K
DVY
Ishares Tr

ETFs
-345
- 1.82%
$129.55 - $143.41 $44.7K - $49.5K
18.6K $2.44M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-5.61K
- 8.57%
$10.7 - $11.74 $60.1K - $65.9K
59.9K $647K
PFE
Pfizer Inc

Healthcare
-2.82K
- 16.14%
$24.8 - $30.19 $70K - $85.2K
14.7K $389K
INTC
Intel Corp

Technology
-3.12K
- 21.11%
$19.07 - $26.23 $59.4K - $81.8K
11.6K $233K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-797
- 6.28%
$56.08 - $68.53 $44.7K - $54.6K
11.9K $668K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-2.48K
- 3.65%
$40.82 - $45.39 $101K - $112K
65.3K $2.72M
VBR
Vanguard Small Cap Value ETF

ETFs
-244
- 2.22%
$197.36 - $217.3 $48.2K - $53K
10.8K $2.13M
AOA
Ishares Tr Core Aggressive All

ETFs
-98
- 0.36%
$76.61 - $79.88 $7.51K - $7.83K
26.9K $2.06M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-855
- 1.51%
$50.53 - $55.55 $43.2K - $47.5K
55.7K $2.84M
AOR
Ishares Tr Core Growth Allocat

ETFs
-185
- 1.11%
$57.32 - $59.66 $10.6K - $11K
16.5K $946K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-1.3K
- 10.17%
$24.66 - $27.63 $32K - $35.9K
11.5K $290K
T
At&T Inc.

Communication Services
-1.34K
- 11.48%
$21.22 - $23.88 $28.4K - $32K
10.3K $235K
IAU
Ishares Gold Trust

ETFs
-39
- 0.3%
$48.37 - $52.65 $1.89K - $2.05K
12.9K $637K
PCG
Pg&E Corp

Utilities
-136
- 0.43%
$19.2 - $21.63 $2.61K - $2.94K
31.2K $629K
DIS
Walt Disney CO

Communication Services
-1.06K
- 7.49%
$92.39 - $117.6 $97.7K - $124K
13.1K $1.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
-93
- 0.32%
$567.81 - $607.81 $52.8K - $56.5K
28.8K $16.9M
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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