Cliftonlarsonallen Wealth Advisors, LLC Reduced Holdings in Q3 2024

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-79K
- 6.18%
$23.88 - $24.01 $1.89M - $1.9M
1.2M $28.8M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-51.2K
- 16.41%
$25.04 - $25.21 $1.28M - $1.29M
261K $6.57M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-11.6K
- 14.04%
$91.41 - $101.59 $1.06M - $1.18M
71K $7.21M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-24.4K
- 16.57%
$25.97 - $26.11 $635K - $638K
123K $3.21M
IEF
Ishares Barclays

ETFs
-6.79K
- 28.55%
$92.67 - $99.14 $629K - $673K
17K $1.67M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-12.7K
- 15.71%
$46.18 - $48.92 $585K - $619K
67.9K $3.3M
MRK
Merck & Co., Inc.

Healthcare
-1.34K
- 5.11%
$111.15 - $128.97 $148K - $172K
24.8K $2.82M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-6.64K
- 14.05%
$75.63 - $84.89 $502K - $564K
40.6K $3.42M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-10.9K
- 9.08%
$23.75 - $23.75 $259K - $259K
109K $2.6M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-11.3K
- 15.4%
$23.63 - $24.42 $266K - $275K
61.9K $1.51M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-6.72K
- 10.54%
$44.83 - $47.42 $301K - $319K
57K $2.69M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.21K
- 12.12%
$75.32 - $84.37 $317K - $355K
30.5K $2.55M
CVX
Chevron Corp

Energy
-105
- 0.82%
$137.88 - $161.97 $14.5K - $17K
12.8K $1.88M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-3.38K
- 16.95%
$46.29 - $48.52 $157K - $164K
16.6K $801K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.26K
- 8.68%
$71.45 - $75.64 $161K - $171K
23.7K $1.78M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-2.3K
- 15.28%
$24.59 - $27.83 $56.6K - $64.1K
12.8K $330K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-4.37K
- 12.58%
$38.03 - $42.06 $166K - $184K
30.3K $1.27M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.6K
- 0.72%
$50.25 - $50.74 $131K - $132K
356K $18.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-18.9K
- 3.26%
$92.63 - $105.69 $1.75M - $1.99M
560K $58.3M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-2.64K
- 13.29%
$43.65 - $51.09 $115K - $135K
17.2K $866K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-853
- 3.08%
$332.02 - $382.76 $283K - $326K
26.8K $10.1M
EPD
Enterprise Products Partners L.P.

Energy
-700
- 3.74%
$27.88 - $30.0 $19.5K - $21K
18K $523K
HEFA
Ishares Currency Hedged Msci E

ETFs
-347
- 3.32%
$32.34 - $35.85 $11.2K - $12.4K
10.1K $357K
PFE
Pfizer Inc

Healthcare
-604
- 3.34%
$27.7 - $31.39 $16.7K - $19K
17.5K $506K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-90
- 0.54%
$25.19 - $26.39 $2.27K - $2.38K
16.6K $435K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-3.94K
- 3.22%
$11.31 - $11.96 $44.6K - $47.2K
118K $1.42M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.16K
- 1.91%
$24.62 - $25.59 $28.7K - $29.8K
59.7K $1.52M
ITM
Vaneck Intermediate Muni ETF

ETFs
-1.48K
- 1.84%
$45.67 - $47.0 $67.5K - $69.5K
79.1K $3.71M
EFV
Msci Eafe Value ETF

ETFs
-814
- 5.48%
$51.72 - $57.96 $42.1K - $47.2K
14K $807K
VUG
Vanguard Growth ETF

ETFs
-305
- 2.2%
$341.08 - $391.94 $104K - $120K
13.6K $5.2M
RVT
Royce Value Trust, Inc.

Financial Services
-68
- 0.29%
$14.28 - $16.01 $971 - $1.09K
23.2K $364K
IAU
Ishares Gold Trust

ETFs
-262
- 1.99%
$44.06 - $50.5 $11.5K - $13.2K
12.9K $641K
CSCO
Cisco Systems, Inc.

Technology
-381
- 2.62%
$44.74 - $53.22 $17K - $20.3K
14.2K $753K
EMB
Ishares Tr

ETFs
-218
- 1.12%
$87.75 - $93.74 $19.1K - $20.4K
19.3K $1.81M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-1.02K
- 0.67%
$11.72 - $12.38 $12K - $12.7K
152K $1.88M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.45K
- 2.15%
$37.37 - $41.82 $54.1K - $60.6K
65.8K $2.73M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-345
- 0.86%
$61.11 - $67.85 $21.1K - $23.4K
39.7K $2.7M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.68K
- 2.55%
$25.45 - $29.53 $42.6K - $49.5K
64.1K $1.87M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-552
- 1.37%
$65.06 - $71.72 $35.9K - $39.6K
39.8K $2.83M
MBB
Ishares Tr

ETFs
-492
- 1.07%
$90.85 - $96.66 $44.7K - $47.6K
45.7K $4.38M
EEM
Ishares Msci Emerging Markets

ETFs
-406
- 0.79%
$40.42 - $46.7 $16.4K - $19K
51.3K $2.35M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-6.02K
- 1.56%
$22.38 - $23.66 $135K - $143K
379K $8.89M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-50
- 0.07%
$37.68 - $42.0 $1.88K - $2.1K
67.7K $2.81M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-325
- 0.57%
$46.17 - $51.13 $15K - $16.6K
56.5K $2.89M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-310
- 0.58%
$75.47 - $83.18 $23.4K - $25.8K
53.1K $4.41M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.25K
- 0.9%
$33.74 - $37.96 $42.1K - $47.4K
137K $5.15M
VT
Vanguard Total World Stk Index

ETFs
-98
- 0.22%
$107.72 - $119.96 $10.6K - $11.8K
44.1K $5.28M
VTV
Vanguard Value ETF

ETFs
-323
- 1.09%
$159.75 - $174.57 $51.6K - $56.4K
29.3K $5.11M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-20.5K
- 6.32%
$73.43 - $80.37 $1.51M - $1.65M
304K $24.5M
Activity Summary
Buys All Purchases 102 New Holdings 16 Increased Positions 86 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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