Cliftonlarsonallen Wealth Advisors, LLC Reduced Holdings in Q1 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-810K
- 84.38%
$95.85 - $99.25 $77.6M - $80.3M
150K $14.8M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.35M
- 76.03%
$44.81 - $46.22 $60.3M - $62.2M
424K $19.1M
IEFA
Ishares Tr

ETFs
-795K
- 35.6%
$69.57 - $78.65 $55.3M - $62.5M
1.44M $109M
VGSH
Vanguard

ETFs
-688K
- 96.93%
$58.07 - $58.69 $40M - $40.4M
21.8K $1.28M
IVW
Ishares S&P 500 Growth ETF

ETFs
-276K
- 20.35%
$92.45 - $106.69 $25.5M - $29.5M
1.08M $100M
MUB
Ishares National Muni Bond ETF

ETFs
-323K
- 28.68%
$104.71 - $107.69 $33.8M - $34.7M
802K $84.6M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.08M
- 8.39%
$24.73 - $25.62 $26.6M - $27.6M
11.7M $299M
IWY
Ishares Tr Russell 200 Growth

ETFs
-46.5K
- 18.51%
$210.19 - $243.33 $9.77M - $11.3M
205K $43.1M
IVE
Ishares S&P 500 Value ETF

ETFs
-78.7K
- 12.37%
$185.78 - $198.58 $14.6M - $15.6M
557K $106M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-112K
- 39.49%
$102.49 - $119.96 $11.5M - $13.5M
172K $18M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-207K
- 12.08%
$47.33 - $47.92 $9.81M - $9.93M
1.51M $71.7M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-189K
- 9.8%
$78.97 - $85.82 $14.9M - $16.2M
1.74M $145M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-89.4K
- 4.03%
$24.91 - $29.02 $2.23M - $2.59M
2.13M $53.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-9.36K
- 10.43%
$554.06 - $615.85 $5.18M - $5.76M
80.3K $45.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-194K
- 7.06%
$21.23 - $23.75 $4.13M - $4.62M
2.56M $54.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-14.1K
- 16.4%
$190.26 - $242.06 $2.69M - $3.42M
72K $13.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-46.9K
- 2.29%
$32.42 - $36.13 $1.52M - $1.7M
2M $66M
IEMG
Ishares Inc

ETFs
-87.1K
- 9.98%
N/A
786K $42.1M
ITM
Vaneck Intermediate Muni ETF

ETFs
-72.9K
- 87.63%
$45.21 - $46.67 $3.3M - $3.4M
10.3K $467K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-119K
- 13.36%
$25.77 - $27.6 $3.08M - $3.3M
774K $20.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-197K
- 21.41%
$18.36 - $20.51 $3.61M - $4.03M
721K $14.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-54.7K
- 81.1%
$44.72 - $46.25 $2.45M - $2.53M
12.7K $587K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-12.9K
- 9.67%
$120.29 - $134.6 $1.55M - $1.74M
121K $14.7M
PG
Procter & Gamble CO

Consumer Defensive
-13.9K
- 29.42%
$158.56 - $176.26 $2.2M - $2.45M
33.3K $5.68M
IWM
Ishares Russell 2000 ETF

ETFs
-6.58K
- 19.65%
$198.1 - $229.79 $1.3M - $1.51M
26.9K $5.37M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.44K
- 5.28%
$360.07 - $417.26 $519K - $602K
25.9K $9.33M
IXUS
Ishares Tr

ETFs
-34K
- 10.84%
$65.06 - $72.31 $2.21M - $2.46M
279K $19.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-10.2K
- 13.35%
$128.74 - $138.67 $1.32M - $1.42M
66.4K $8.92M
AFL
Aflac Inc

Financial Services
-12.3K
- 39.34%
$100.99 - $111.19 $1.25M - $1.37M
19K $2.12M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-47.1K
- 12.68%
$22.25 - $23.0 $1.05M - $1.08M
324K $7.44M
ROK
Rockwell Automation, Inc

Industrials
-164
- 0.49%
$255.29 - $303.75 $41.9K - $49.8K
33.4K $8.63M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.23K
- 6.84%
$57.21 - $65.8 $471K - $541K
112K $6.54M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-18.1K
- 4.65%
$50.72 - $50.92 $919K - $923K
371K $18.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
-28.9K
- 11.23%
$56.51 - $62.98 $1.63M - $1.82M
228K $13.9M
GOOG
Alphabet Inc.

Communication Services
-1.27K
- 8.4%
$156.06 - $207.71 $198K - $263K
13.8K $2.16M
VUG
Vanguard Growth ETF

ETFs
-242
- 1.75%
$369.1 - $427.61 $89.3K - $103K
13.6K $5.04M
EEM
Ishares Msci Emerging Markets

ETFs
-15.1K
- 29.54%
$40.81 - $45.34 $618K - $687K
36.1K $1.58M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-8.45K
- 12.94%
$37.35 - $43.35 $315K - $366K
56.8K $2.15M
SHYD
Vaneck Short High Yield Muni E

ETFs
-24.8K
- 64.37%
$22.46 - $22.9 $557K - $568K
13.7K $308K
IWD
Ishares Russell 1000 Val ETF

ETFs
-3.28K
- 5.08%
$182.82 - $196.21 $599K - $643K
61.2K $11.4M
JNJ
Johnson & Johnson

Healthcare
-5.57K
- 30.08%
$142.06 - $167.7 $791K - $933K
12.9K $2.15M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-12.3K
- 8.8%
$21.75 - $24.28 $267K - $298K
127K $2.79M
MRK
Merck & Co., Inc.

Healthcare
-1.79K
- 6.67%
$83.01 - $101.02 $149K - $181K
25K $2.25M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-9.47K
- 21.74%
$42.36 - $43.8 $401K - $415K
34.1K $1.48M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-22.6K
- 12.85%
$33.84 - $37.77 $764K - $853K
153K $5.63M
NEE
Nextera Energy Inc

Utilities
-4.03K
- 10.63%
$66.96 - $76.16 $270K - $307K
33.8K $2.4M
VIG
Vanguard Dividend Appreciation

ETFs
-1.43K
- 4.6%
N/A
29.6K $5.39M
VBR
Vanguard Small Cap Value ETF

ETFs
-544
- 5.06%
$183.02 - $207.75 $99.6K - $113K
10.2K $1.89M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-28.4K
- 2.71%
$22.46 - $23.26 $637K - $660K
1.02M $23.6M
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