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
WMT
Walmart Inc.

Consumer Defensive
-1.69K
- 8.88%
$84.5 - $105.05 $143K - $178K
17.4K $1.53M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.54K
- 2.77%
$48.02 - $53.02 $74.1K - $81.9K
54.1K $2.66M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.75K
- 10.66%
$71.17 - $73.66 $196K - $203K
23.1K $1.69M
FNDX
Schwab Fundamental U S Large C

ETFs
-5.36K
- 33.5%
$23.03 - $25.01 $123K - $134K
10.6K $248K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-7.49K
- 6.84%
$11.13 - $11.61 $83.4K - $87K
102K $1.14M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-407
- 2.24%
$59.61 - $66.71 $24.3K - $27.2K
17.8K $1.07M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.57K
- 10.46%
$74.85 - $84.89 $267K - $303K
30.5K $2.5M
PFE
Pfizer Inc

Healthcare
-2.11K
- 14.41%
$25.01 - $27.13 $52.8K - $57.3K
12.6K $318K
FNDF
Schwab Fundamental Intl Large

ETFs
-3.39K
- 18.5%
$32.9 - $37.45 $111K - $127K
14.9K $543K
CVX
Chevron Corp

Energy
-2.26K
- 15.88%
$146.71 - $167.97 $332K - $380K
12K $2.01M
KO
Coca Cola CO

Consumer Defensive
-5.72K
- 14.88%
$60.81 - $72.32 $348K - $414K
32.7K $2.34M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-1.1K
- 9.63%
$25.34 - $26.96 $28K - $29.8K
10.4K $274K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-1.21K
- 3.08%
$24.21 - $25.09 $29.2K - $30.3K
38K $948K
AOR
Ishares Tr Core Growth Allocat

ETFs
-114
- 0.69%
$56.63 - $59.39 $6.46K - $6.77K
16.4K $941K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.36K
- 0.8%
$24.1 - $24.34 $32.8K - $33.1K
168K $4.08M
VTV
Vanguard Value ETF

ETFs
-145
- 0.55%
$167.73 - $179.21 $24.3K - $26K
26K $4.45M
EFV
Msci Eafe Value ETF

ETFs
-947
- 5.4%
$51.88 - $60.73 $49.1K - $57.5K
16.6K $977K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-741
- 1.83%
$63.07 - $73.5 $46.7K - $54.5K
39.8K $2.82M
XOM
Exxon Mobil Corp

Energy
-551
- 1.78%
$105.44 - $118.93 $58.1K - $65.5K
30.5K $3.62M
ABBV
Abb Vie Inc.

Healthcare
-77
- 0.36%
$169.2 - $216.66 $13K - $16.7K
21.5K $4.51M
DFAX
Dimensional ETF Tr
-48.5K
- 3.28%
$24.45 - $27.2 $1.19M - $1.32M
1.43M $37.5M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-25.9K
- 2.13%
$27.47 - $30.62 $712K - $794K
1.19M $35.4M
EOG
Eog Resources Inc

Energy
-739
- 0.23%
$120.54 - $138.05 $89.1K - $102K
325K $41.6M
VEA
Vanguard Ftse Developed Market

ETFs
-364K
- 4.82%
$47.4 - $52.99 $17.3M - $19.3M
7.19M $368M
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
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