Cliftonlarsonallen Wealth Advisors, LLC Portfolio Holdings
Cliftonlarsonallen Wealth Advisors, LLC
- $5.16 Billion
- Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.16 Billion distributed in 190 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 $847M, Invesco Exchange Traded Fd Tr with a value of $514M, Vanguard Ftse Developed Market with a value of $361M, Spdr Portfolio Aggregate Bond with a value of $320M, and Vanguard Mun Bd Fds Tax Exempt with a value of $192M.
Examining the 13F form we can see an increase of $826M in the current position value, from $4.33B to 5.16B.
Below you can find more details about Cliftonlarsonallen Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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