Cliftonlarsonallen Wealth Advisors, LLC Reduced Holdings in Q2 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-105K
- 13.04%
$102.31 - $105.8 $10.7M - $11.1M
698K $72.9M
IVE
Ishares S&P 500 Value ETF

ETFs
-53.1K
- 9.52%
$168.34 - $195.42 $8.93M - $10.4M
504K $98.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-34.5K
- 47.87%
$167.32 - $223.3 $5.76M - $7.69M
37.5K $8.23M
IEMG
Ishares Inc

ETFs
-92.6K
- 11.79%
N/A
693K $37.2M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-92.2K
- 15.08%
$43.65 - $45.44 $4.02M - $4.19M
519K $23.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-27.2K
- 15.47%
$116.93 - $119.39 $3.18M - $3.25M
149K $17.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-94.2K
- 25.03%
$43.53 - $54.46 $4.1M - $5.13M
282K $15.4M
EOG
Eog Resources Inc

Energy
-2
- -0.0%
$104.61 - $129.97 $209 - $260
325K $38.8M
IEFA
Ishares Tr

ETFs
-166K
- 11.53%
$67.83 - $84.09 $11.2M - $13.9M
1.27M $106M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-53.4K
- 12.58%
$43.63 - $45.4 $2.33M - $2.42M
371K $16.6M
IEF
Ishares Barclays

ETFs
-22.7K
- 14.47%
$93.15 - $96.56 $2.12M - $2.19M
134K $12.9M
HYG
Ishares Tr

ETFs
-25.7K
- 14.67%
$75.75 - $80.65 $1.95M - $2.08M
150K $12.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-14.2K
- 9.44%
$96.84 - $99.46 $1.37M - $1.41M
136K $13.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-21.2K
- 58.76%
$55.54 - $69.09 $1.18M - $1.46M
14.9K $1.03M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-19.3K
- 13.82%
$49.73 - $51.44 $962K - $995K
121K $6.2M
HYMU
Blackrock ETF Tr Ii High Yield
-35K
- 11.77%
N/A
262K $6.02M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-34.7K
- 10.69%
$22.54 - $23.17 $782K - $803K
290K $6.66M
KO
Coca Cola CO

Consumer Defensive
-9.54K
- 29.15%
$68.37 - $73.9 $652K - $705K
23.2K $1.64M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-28.5K
- 2.8%
$22.68 - $23.28 $647K - $664K
991K $22.9M
MRK
Merck & Co., Inc.

Healthcare
-4.49K
- 17.93%
$73.47 - $87.12 $330K - $391K
20.6K $1.63M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-30.9K
- 20.4%
$12.71 - $14.52 $392K - $448K
120K $1.68M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.73K
- 29.14%
$72.02 - $73.82 $484K - $497K
16.4K $1.2M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-36K
- 35.27%
$10.29 - $11.24 $371K - $405K
66.1K $721K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-21.4K
- 17.67%
$22.92 - $28.05 $491K - $601K
99.9K $2.8M
CVX
Chevron Corp

Energy
-363
- 3.03%
$133.73 - $168.51 $48.5K - $61.2K
11.6K $1.67M
IXUS
Ishares Tr

ETFs
-30.9K
- 11.05%
$62.37 - $77.63 $1.92M - $2.4M
248K $19.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-9.88K
- 4.19%
$26.18 - $26.93 $259K - $266K
226K $6.02M
WM
Waste Management Inc

Industrials
-1.04K
- 7.76%
$216.47 - $242.1 $224K - $251K
12.3K $2.82M
AFL
Aflac Inc

Financial Services
-1.12K
- 5.87%
$99.77 - $112.45 $111K - $126K
17.9K $1.89M
EXC
Exelon Corp

Utilities
-1.88K
- 3.63%
$42.2 - $47.37 $79.1K - $88.8K
49.8K $2.16M
VTV
Vanguard Value ETF

ETFs
-1.77K
- 6.8%
$153.67 - $176.74 $272K - $313K
24.3K $4.29M
IWD
Ishares Russell 1000 Val ETF

ETFs
-3.25K
- 5.3%
$166.82 - $194.23 $541K - $630K
58K $11.3M
SCHO
Schwab Short Term Us Treasury

ETFs
-6.18K
- 3.68%
$24.19 - $24.45 $149K - $151K
162K $3.94M
EMB
Ishares Tr

ETFs
-1.95K
- 10.73%
$86.54 - $92.62 $169K - $181K
16.2K $1.5M
PCG
Pg&E Corp

Utilities
-1.84K
- 5.58%
$13.55 - $17.87 $25K - $32.9K
31.2K $434K
BAC
Bank Of America Corp

Financial Services
-7.02K
- 18.68%
$34.39 - $47.46 $241K - $333K
30.5K $1.45M
HDV
Ishares Core High Dividend ETF

ETFs
-361
- 2.1%
$108.41 - $120.51 $39.1K - $43.5K
16.9K $1.97M
VGSH
Vanguard

ETFs
-1.85K
- 8.51%
$58.32 - $58.95 $108K - $109K
19.9K $1.17M
IBDV
Ishares Tr

Technology
-5.35K
- 9.67%
$21.28 - $21.98 $114K - $117K
49.9K $1.1M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-4.7K
- 8.72%
$20.23 - $21.04 $95.1K - $98.9K
49.2K $1.03M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.73K
- 1.08%
$46.41 - $47.7 $80.2K - $82.5K
158K $7.53M
INTC
Intel Corp

Technology
-826
- 6.31%
$18.13 - $22.69 $15K - $18.7K
12.3K $274K
ET
Energy Transfer LP

Energy
-100
- 0.32%
$15.65 - $18.93 $1.57K - $1.89K
31.2K $566K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-329
- 3.18%
$23.54 - $27.53 $7.74K - $9.06K
10K $259K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-1K
- 2.64%
$24.31 - $25.29 $24.4K - $25.4K
37K $935K
VIG
Vanguard Dividend Appreciation

ETFs
-66
- 0.22%
N/A
29.5K $5.38M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.1K
- 2.04%
$43.28 - $50.37 $47.8K - $55.6K
53K $2.66M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-428
- 1.08%
$46.47 - $47.67 $19.9K - $20.4K
39.1K $1.86M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-62
- 0.49%
$45.12 - $46.23 $2.8K - $2.87K
12.7K $586K
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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