Cliftonlarsonallen Wealth Advisors, LLC Reduced Holdings in Q3 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • $6.31 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-498K
- 23.77%
$28.92 - $32.19 $14.4M - $16M
1.6M $51M
MUB
Ishares National Muni Bond ETF

ETFs
-93.4K
- 13.4%
$103.24 - $106.68 $9.65M - $9.97M
604K $64.3M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-150K
- 92.98%
$26.71 - $26.81 $4.01M - $4.02M
11.3K $303K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-85.3K
- 22.99%
$44.22 - $45.74 $3.77M - $3.9M
286K $13M
IEFA
Ishares Tr

ETFs
-89.4K
- 7.03%
$81.7 - $87.53 $7.31M - $7.83M
1.18M $103M
IEMG
Ishares Inc

ETFs
-44.1K
- 6.36%
N/A
649K $34.8M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-65.3K
- 9.22%
$41.43 - $44.2 $2.71M - $2.89M
643K $28.4M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-46.3K
- 8.91%
$44.82 - $46.28 $2.07M - $2.14M
473K $21.8M
PG
Procter & Gamble CO

Consumer Defensive
-9.76K
- 24.81%
$150.47 - $161.22 $1.47M - $1.57M
29.6K $4.54M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-14K
- 9.45%
$117.65 - $120.08 $1.65M - $1.69M
135K $16.1M
IEF
Ishares Barclays

ETFs
-12.2K
- 9.06%
$93.91 - $97.26 $1.14M - $1.18M
122K $11.8M
HYG
Ishares Tr

ETFs
-14.1K
- 9.44%
$79.85 - $81.32 $1.13M - $1.15M
136K $11M
HYMU
Blackrock ETF Tr Ii High Yield
-45.8K
- 17.45%
N/A
217K $4.97M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-15.2K
- 13.4%
$135.0 - $146.02 $2.05M - $2.22M
98.2K $14.3M
DIS
Walt Disney CO

Communication Services
-6.91K
- 38.47%
$112.25 - $124.0 $776K - $857K
11.1K $1.27M
SUB
Ishares Short Term National Mu

ETFs
-8.86K
- 10.11%
$106.17 - $107.3 $940K - $950K
78.7K $8.41M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-17.4K
- 14.39%
$50.73 - $52.47 $880K - $911K
103K $5.39M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-31.3K
- 11.09%
$54.35 - $59.32 $1.7M - $1.86M
251K $14.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.9K
- 9.87%
$617.65 - $666.84 $1.79M - $1.93M
26.5K $17.6M
JPM
Jpmorgan Chase & CO

Financial Services
-3.18K
- 16.43%
$282.78 - $316.06 $898K - $1M
16.2K $5.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.36K
- 4.69%
$97.75 - $100.75 $622K - $641K
129K $13M
CMCSA
Comcast Corp

Communication Services
-11.8K
- 42.22%
$31.41 - $36.33 $372K - $430K
16.2K $508K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-22.5K
- 7.75%
$22.64 - $23.22 $508K - $521K
267K $6.18M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-9.14K
- 2.31%
$50.81 - $51.07 $464K - $467K
386K $19.7M
KO
Coca Cola CO

Consumer Defensive
-4.02K
- 17.35%
$65.67 - $71.67 $264K - $288K
19.2K $1.27M
DVY
Ishares Tr

ETFs
-3.33K
- 16.67%
$133.88 - $142.57 $446K - $475K
16.7K $2.37M
EMB
Ishares Tr

ETFs
-3.38K
- 20.79%
$91.52 - $95.59 $309K - $323K
12.9K $1.23M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-6.81K
- 1.82%
$72.01 - $74.44 $491K - $507K
367K $27M
NEE
Nextera Energy Inc

Utilities
-5.19K
- 14.82%
$69.77 - $77.54 $362K - $403K
29.8K $2.25M
IBMP
Ishares Tr Ibonds December 202

ETFs
-8.07K
- 3.99%
$25.3 - $25.56 $204K - $206K
194K $4.94M
WM
Waste Management Inc

Industrials
-239
- 1.94%
$213.88 - $237.1 $51.1K - $56.7K
12.1K $2.67M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.14K
- 6.92%
$62.09 - $66.51 $505K - $541K
109K $7.14M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-14.3K
- 21.63%
$10.62 - $11.43 $152K - $163K
51.8K $589K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-42K
- 5.52%
$27.61 - $29.15 $1.16M - $1.23M
720K $21M
EPD
Enterprise Products Partners L.P.

Energy
-4K
- 22.22%
$30.74 - $32.14 $123K - $129K
14K $437K
XOM
Exxon Mobil Corp

Energy
-2.55K
- 7.28%
$105.83 - $117.22 $270K - $299K
32.4K $3.66M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-11.8K
- 8.77%
$11.04 - $11.83 $130K - $140K
123K $1.44M
RTX
Raytheon Technologies Corp

Industrials
-2.35K
- 15.47%
$144.19 - $167.33 $338K - $392K
12.8K $2.14M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-3.23K
- 1.94%
$21.68 - $22.04 $70K - $71.1K
163K $3.58M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.95K
- 5.09%
$192.76 - $203.86 $569K - $602K
55K $11.2M
FNDF
Schwab Fundamental Intl Large

ETFs
-2.2K
- 14.81%
$39.84 - $43.15 $87.6K - $94.9K
12.7K $543K
VGSH
Vanguard

ETFs
-595
- 2.99%
$58.43 - $58.88 $34.8K - $35K
19.3K $1.14M
CEG
Constellation Energy Corp

Utilities
-384
- 2.28%
$298.82 - $354.89 $115K - $136K
16.5K $5.42M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.62K
- 5.97%
$82.71 - $88.14 $134K - $143K
25.5K $2.25M
VIG
Vanguard Dividend Appreciation

ETFs
-45
- 0.15%
N/A
29.5K $5.37M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-1.68K
- 2.8%
$9.87 - $10.65 $16.6K - $17.9K
58.2K $616K
AOR
Ishares Tr Core Growth Allocat

ETFs
-730
- 4.58%
$60.99 - $64.39 $44.5K - $47K
15.2K $978K
Blackrock ETF Trust Ii
-307
- 1.79%
N/A
16.8K $0
JGRO
J P Morgan Exchange Traded Fd
-1.92K
- 5.83%
N/A
31K $0
Activity Summary
Buys All Purchases 92 New Holdings 8 Increased Positions 84 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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