Cliftonlarsonallen Wealth Advisors, LLC Portfolio Holdings

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025

Cliftonlarsonallen Wealth Advisors, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.35 Billion distributed in 196 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $933M, Invesco Exchange Traded Fd Tr with a value of $512M, Vanguard Ftse Developed Market with a value of $368M, Spdr Portfolio Aggregate Bond with a value of $299M, and Vanguard Mun Bd Fds Tax Exempt with a value of $229M.

Examining the 13F form we can see an increase of $198M in the current position value, from $5.16B to 5.35B.

Below you can find more details about Cliftonlarsonallen Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.35 Billion
ETFs: $5.1 Billion
Technology: $62.4 Million
Energy: $52.9 Million
Financial Services: $25.6 Million
Industrials: $13.9 Million
Consumer Cyclical: $13.7 Million
Healthcare: $10.6 Million
Consumer Defensive: $10.3 Million
Other: $20.7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.7 Million 0.27% of portfolio
120,555
Q1 2025 Reduced 9.67%
$0
$14.4 Million 0.27% of portfolio
721,477
Q1 2025 Reduced 21.41%
$0
$13.9 Million 0.26% of portfolio
228,176
Q1 2025 Reduced 11.23%
$0
$13.8 Million 0.26% of portfolio
175,434
Q1 2025 New
$0
$11.4 Million 0.21% of portfolio
61,203
Q1 2025 Reduced 5.08%
$0
$9.33 Million 0.17% of portfolio
25,871
Q1 2025 Reduced 5.28%
$0
$8.92 Million 0.17% of portfolio
66,447
Q1 2025 Reduced 13.35%
$0
$8.37 Million 0.16% of portfolio
373,267
Q1 2025 Added 41.64%
$0
$7.84 Million 0.15% of portfolio
81,786
Q1 2025 Added 14.25%
$0
$7.6 Million 0.14% of portfolio
160,030
Q1 2025 Added 133.28%
$0
$7.44 Million 0.14% of portfolio
324,348
Q1 2025 Reduced 12.68%
$0
$6.83 Million 0.13% of portfolio
297,380
Q1 2025 New
$0
$7.15 Million 0.13% of portfolio
139,906
Q1 2025 Reduced 63.69%
$0
$7.14 Million 0.13% of portfolio
67,632
Q1 2025 New
$0
$6.31 Million 0.12% of portfolio
235,664
Q1 2025 Added 0.77%
$0
$6.54 Million 0.12% of portfolio
112,098
Q1 2025 Reduced 6.84%
$0
$5.45 Million 0.1% of portfolio
216,737
Q1 2025 Added 10.92%
$0
$5.39 Million 0.1% of portfolio
29,612
Q1 2025 Reduced 4.6%
$0
$5.11 Million 0.1% of portfolio
44,128
Q1 2025 Added 0.13%
$0
$5.37 Million 0.1% of portfolio
26,913
Q1 2025 Reduced 19.65%
$0
$5.04 Million 0.09% of portfolio
13,618
Q1 2025 Reduced 1.75%
$0
$4.72 Million 0.09% of portfolio
201,116
Q1 2025 Added 81.05%
$0
$4.45 Million 0.08% of portfolio
26,030
Q1 2025 Reduced 0.55%
$0
$4.08 Million 0.08% of portfolio
167,735
Q1 2025 Reduced 0.8%
$0
$4.14 Million 0.08% of portfolio
50,674
Q1 2025 Added 20.1%
$0
$4.37 Million 0.08% of portfolio
172,701
Q1 2025 Added 5.93%
$0
$3.98 Million 0.07% of portfolio
148,658
Q1 2025 Added 17.39%
$0
$3.83 Million 0.07% of portfolio
68,077
Q1 2025 Added 20.12%
$0
$3.69 Million 0.07% of portfolio
144,392
Q1 2025 Added 23.66%
$0
$4.01 Million 0.07% of portfolio
158,745
Q1 2025 Added 19.26%
$0
$3.93 Million 0.07% of portfolio
176,515
Q1 2025 Added 63.34%
$0
$3.17 Million 0.06% of portfolio
121,301
Q4 2024 Added 128.61%
$0
$3.47 Million 0.06% of portfolio
146,155
Q1 2025 Added 16.42%
$0
$2.66 Million 0.05% of portfolio
54,140
Q1 2025 Reduced 2.77%
$0
$2.82 Million 0.05% of portfolio
39,771
Q1 2025 Reduced 1.83%
$0
$2.47 Million 0.05% of portfolio
18,595
Q4 2024 Reduced 1.82%
$0
$2.5 Million 0.05% of portfolio
30,528
Q1 2025 Reduced 10.46%
$0
$2.76 Million 0.05% of portfolio
126,863
Q1 2025 Added 109.31%
$0
$2.79 Million 0.05% of portfolio
127,185
Q1 2025 Reduced 8.8%
$0
$2.85 Million 0.05% of portfolio
117,825
Q1 2025 Added 10.47%
$0
$2.66 Million 0.05% of portfolio
10,393
Q1 2024 Reduced 2.05%
$0
$2.15 Million 0.04% of portfolio
56,822
Q1 2025 Reduced 12.94%
$0
$1.89 Million 0.04% of portfolio
10,206
Q1 2025 Reduced 5.06%
$0
$2.2 Million 0.04% of portfolio
109,039
Q1 2023 Reduced 69.19%
$0
$2.27 Million 0.04% of portfolio
131,091
Q1 2025 Added 839.52%
$0
$2.22 Million 0.04% of portfolio
87,731
Q1 2025 Added 22.68%
$0
$1.89 Million 0.04% of portfolio
81,507
Q1 2025 Added 8.05%
$0
$2.11 Million 0.04% of portfolio
27,631
Q1 2025 Added 2.64%
$0
$2.25 Million 0.04% of portfolio
36,026
Q1 2025 Added 69.46%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $5.35 Billion
  • Prior Value $5.16 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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