Cliftonlarsonallen Wealth Advisors, LLC Closed Holding Positions

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FDN
First Tr Fd Dow Jones

ETFs
Q4 2021 Filed on Jan 26, 2022
3,177
$219.19 - $250.48 $696K - $796K
FXD
First Tr Exchange Traded Fd

ETFs
Q4 2021 Filed on Jan 26, 2022
3,618
$58.25 - $65.57 $211K - $237K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q4 2021 Filed on Jan 26, 2022
2,461
$115.32 - $124.74 $284K - $307K
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
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 26, 2022
2,799
$179.32 - $271.7 $502K - $760K
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
MPWR
Monolithic Power Systems Inc

Technology
Q4 2021 Filed on Jan 26, 2022
1,362
$460.83 - $575.97 $628K - $784K
MA
Mastercard Inc

Financial Services
Q4 2021 Filed on Jan 26, 2022
1,135
$306.28 - $369.56 $348K - $419K
BX
Blackstone Inc.

Financial Services
Q4 2021 Filed on Jan 26, 2022
1,928
$110.95 - $148.88 $214K - $287K
AMGN
Amgen Inc

Healthcare
Q4 2021 Filed on Jan 26, 2022
1,089
$198.88 - $227.6 $217K - $248K
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
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
SYK
Stryker Corp

Healthcare
Q4 2021 Filed on Jan 26, 2022
1,505
$236.63 - $276.44 $356K - $416K
VB
Vanguard Small Cap ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
4,755
$215.13 - $239.37 $1.02M - $1.14M
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
UNP
Union Pacific Corp

Industrials
Q4 2021 Filed on Jan 26, 2022
6,975
$201.74 - $251.93 $1.41M - $1.76M
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
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
SHW
Sherwin Williams CO

Basic Materials
Q4 2021 Filed on Jan 26, 2022
1,535
$285.04 - $352.16 $438K - $541K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q4 2021 Filed on Jan 26, 2022
4,238
$58.98 - $66.05 $250K - $280K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
7,206
$66.5 - $72.84 $479K - $525K
CARR
Carrier Global Corp

Industrials
Q4 2021 Filed on Jan 26, 2022
7,008
$50.3 - $57.15 $353K - $401K
MCD
Mcdonalds Corp

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
4,687
$236.42 - $268.49 $1.11M - $1.26M
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
1,935
$129.26 - $142.92 $250K - $277K
OTIS
Otis Worldwide Corp

Industrials
Q4 2021 Filed on Jan 26, 2022
3,388
$79.72 - $87.07 $270K - $295K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q4 2021 Filed on Jan 26, 2022
4,166
$58.91 - $60.23 $245K - $251K
Ishares Tr
Q4 2021 Filed on Jan 26, 2022
111,529
N/A
HYG
Ishares Tr

ETFs
Q4 2021 Filed on Jan 26, 2022
6,732
$85.37 - $87.5 $575K - $589K
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