Cliftonlarsonallen Wealth Advisors, LLC Closed Holding Positions

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.95 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
2,206
$135.09 - $284.11 $298K - $627K
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
2,439
$203.7 - $261.38 $497K - $638K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2021 Filed on Jan 26, 2022
1,431
$255.99 - $314.27 $366K - $450K
QCOM
Qualcomm Inc

Technology
Q4 2021 Filed on Jan 26, 2022
1,847
$122.95 - $189.28 $227K - $350K
PHM
Pultegroup Inc

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
5,000
$46.13 - $57.65 $231K - $288K
PNW
Pinnacle West Capital Corp

Utilities
Q4 2021 Filed on Jan 26, 2022
8,002
$63.36 - $74.18 $507K - $594K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q4 2021 Filed on Jan 26, 2022
2,805
$101.54 - $101.91 $285K - $286K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
5,777
$85.94 - $98.85 $496K - $571K
PCTY
Paylocity Holding Corp

Technology
Q4 2021 Filed on Jan 26, 2022
3,491
$217.15 - $305.75 $758K - $1.07M
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Jan 26, 2022
1,277
$192.55 - $216.56 $246K - $277K
NSC
Norfolk Southern Corp

Industrials
Q4 2021 Filed on Jan 26, 2022
1,555
$243.54 - $297.71 $379K - $463K
NEM
Newmont Corp

Basic Materials
Q4 2021 Filed on Jan 26, 2022
5,500
$53.27 - $62.02 $293K - $341K
NTES
Net Ease, Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
5,757
$82.14 - $115.55 $473K - $665K
NFLX
Netflix Inc

Communication Services
Q4 2021 Filed on Jan 26, 2022
1,116
$586.73 - $691.69 $655K - $772K
MNST
Monster Beverage Corp

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
5,474
$81.06 - $96.04 $444K - $526K
MPWR
Monolithic Power Systems Inc

Technology
Q4 2021 Filed on Jan 26, 2022
1,362
$460.83 - $575.97 $628K - $784K
BX
Blackstone Inc.

Financial Services
Q4 2021 Filed on Jan 26, 2022
1,928
$110.95 - $148.88 $214K - $287K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
1,512
$263.97 - $305.94 $399K - $463K
GLD
Spdr Gold Trust

ETFs
Q4 2021 Filed on Jan 26, 2022
3,436
$163.92 - $174.5 $563K - $600K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q4 2021 Filed on Jan 26, 2022
1,304
$340.01 - $364.84 $443K - $476K
SHW
Sherwin Williams CO

Basic Materials
Q4 2021 Filed on Jan 26, 2022
1,535
$285.04 - $352.16 $438K - $541K
ADBE
Adobe Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
2,658
$549.77 - $688.37 $1.46M - $1.83M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Jan 26, 2022
6,568
$91.87 - $125.12 $603K - $822K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
2,609
$122.0 - $138.86 $318K - $362K
XYL
Xylem Inc.

Industrials
Q4 2021 Filed on Jan 26, 2022
7,800
$114.05 - $133.51 $890K - $1.04M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q4 2021 Filed on Jan 26, 2022
4,238
$58.98 - $66.05 $250K - $280K
AMGN
Amgen Inc

Healthcare
Q4 2021 Filed on Jan 26, 2022
1,089
$198.88 - $227.6 $217K - $248K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q4 2021 Filed on Jan 26, 2022
4,614
$140.47 - $150.69 $648K - $695K
VEEV
Veeva Systems Inc

Healthcare
Q4 2021 Filed on Jan 26, 2022
1,684
$249.49 - $325.25 $420K - $548K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q4 2021 Filed on Jan 26, 2022
3,405
$60.05 - $64.51 $204K - $220K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q4 2021 Filed on Jan 26, 2022
8,523
$38.35 - $47.99 $327K - $409K
UNH
Unitedhealth Group Inc

Healthcare
Q4 2021 Filed on Jan 26, 2022
1,753
$387.01 - $505.58 $678K - $886K
TREX
Trex CO Inc

Industrials
Q4 2021 Filed on Jan 26, 2022
2,400
$91.29 - $140.68 $219K - $338K
TXN
Texas Instruments Inc

Technology
Q4 2021 Filed on Jan 26, 2022
2,699
$184.24 - $201.29 $497K - $543K
SYK
Stryker Corp

Healthcare
Q4 2021 Filed on Jan 26, 2022
1,505
$236.63 - $276.44 $356K - $416K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
3,846
$158.3 - $265.08 $609K - $1.02M
SO
Southern CO

Utilities
Q4 2021 Filed on Jan 26, 2022
6,132
$61.1 - $68.58 $375K - $421K
VB
Vanguard Small Cap ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
4,755
$215.13 - $239.37 $1.02M - $1.14M
DG
Dollar General Corp

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
2,727
$205.61 - $235.83 $561K - $643K
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
3,925
$106.07 - $116.97 $416K - $459K
Ishares Tr
Q4 2021 Filed on Jan 26, 2022
111,529
N/A
ORCL
Oracle Corp

Technology
Q4 2021 Filed on Jan 26, 2022
7,401
$87.21 - $103.65 $645K - $767K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q4 2021 Filed on Jan 26, 2022
4,723
$80.48 - $90.28 $380K - $426K
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
7,965
$254.66 - $279.11 $2.03M - $2.22M
SYY
Sysco Corp

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
4,055
$68.07 - $83.35 $276K - $338K
OEF
Ishares S&P 100 ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
5,919
$196.91 - $220.94 $1.17M - $1.31M
ITW
Illinois Tool Works Inc

Industrials
Q4 2021 Filed on Jan 26, 2022
4,651
$206.87 - $247.07 $962K - $1.15M
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 26, 2022
2,799
$179.32 - $271.7 $502K - $760K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q4 2021 Filed on Jan 26, 2022
4,166
$58.91 - $60.23 $245K - $251K
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