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.
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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