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.

Portfolio value $5.16 Billion
ETFs: $4.89 Billion
Technology: $68.9 Million
Energy: $50.3 Million
Financial Services: $24.1 Million
Consumer Cyclical: $18.9 Million
Consumer Defensive: $15.1 Million
Industrials: $14.2 Million
Healthcare: $10.8 Million
Other: $23.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.9 Million 0.23% of portfolio
64,480
Q4 2024 Reduced 6.17%
$0
$12 Million 0.23% of portfolio
527,965
Q4 2024 Added 56.2%
$0
$11 Million 0.21% of portfolio
27,313
Q4 2024 Added 1.82%
$683B
$10.3 Million 0.2% of portfolio
22,698
Q4 2024 Added 0.0%
$0
$10.1 Million 0.2% of portfolio
76,683
Q4 2024 Added 0.01%
$29.8B
$9.6 Million 0.19% of portfolio
33,582
Q3 2024 Reduced 0.02%
$270B
$9.46 Million 0.18% of portfolio
70,463
Q4 2024 Added 9.48%
$0
$8.54 Million 0.17% of portfolio
371,433
Q4 2024 Reduced 2.03%
$0
$7.5 Million 0.15% of portfolio
120,324
Q4 2024 Reduced 7.39%
$404B
$7.92 Million 0.15% of portfolio
47,212
Q4 2024 Added 2.12%
$0
$7.4 Million 0.14% of portfolio
33,493
Q4 2024 Reduced 15.88%
$0
$7.38 Million 0.14% of portfolio
71,585
Q4 2024 Added 0.83%
$0
$6 Million 0.12% of portfolio
175,805
Q4 2024 Added 28.17%
$0
$6.04 Million 0.12% of portfolio
233,859
Q4 2024 Added 106.65%
$0
$5.65 Million 0.11% of portfolio
31,039
Q4 2024 Added 2.04%
$0
$5.85 Million 0.11% of portfolio
263,530
Q4 2024 Added 152.89%
$0
$5.18 Million 0.1% of portfolio
44,069
Q3 2024 Reduced 0.22%
$0
$4.43 Million 0.09% of portfolio
26,175
Q4 2024 Reduced 10.64%
$0
$4.89 Million 0.09% of portfolio
195,402
Q4 2024 Added 15.43%
$922B
$4.63 Million 0.09% of portfolio
24,470
Q4 2024 Added 9.46%
$0
$4.07 Million 0.08% of portfolio
169,094
Q4 2024 Added 105.43%
$0
$4.11 Million 0.08% of portfolio
44,779
Q4 2024 Reduced 2.0%
$0
$4.11 Million 0.08% of portfolio
163,039
Q4 2024 Added 28.11%
$67.1B
$3.81 Million 0.07% of portfolio
16,929
Q4 2024 Added 0.29%
$0
$3.84 Million 0.07% of portfolio
83,191
Q4 2024 Added 5.24%
$0
$3.36 Million 0.07% of portfolio
121,301
Q4 2024 Added 128.61%
$370B
$3.84 Million 0.07% of portfolio
21,586
Q4 2024 Reduced 0.49%
$0
$3.37 Million 0.07% of portfolio
126,636
Q4 2024 Added 12.34%
$70.3B
$3.25 Million 0.06% of portfolio
31,378
Q4 2024 New
$0
$3.25 Million 0.06% of portfolio
56,676
Q4 2024 Reduced 13.71%
$24.5B
$3.23 Million 0.06% of portfolio
98,546
Q4 2024 Added 0.58%
$0
$3.21 Million 0.06% of portfolio
42,194
Q4 2024 Added 3.91%
$0
$2.98 Million 0.06% of portfolio
125,542
Q4 2024 Added 14.84%
$0
$3.05 Million 0.06% of portfolio
67,449
Q4 2024 Added 18.27%
$951B
$2.87 Million 0.06% of portfolio
15,090
Q4 2024 Added 10.14%
$0
$2.84 Million 0.06% of portfolio
55,684
Q4 2024 Reduced 1.51%
$0
$3.19 Million 0.06% of portfolio
68,601
Q4 2024 Added 0.97%
$720B
$2.85 Million 0.06% of portfolio
11,873
Q4 2024 Added 0.68%
$0
$2.97 Million 0.06% of portfolio
116,763
Q4 2024 Added 15.31%
$0
$3.35 Million 0.06% of portfolio
133,112
Q4 2024 Added 30.67%
$0
$2.87 Million 0.06% of portfolio
111,081
Q4 2024 Added 79.78%
$496B
$3.34 Million 0.06% of portfolio
31,007
Q4 2024 Added 21.76%
$0
$3.23 Million 0.06% of portfolio
139,457
Q4 2024 Added 250.98%
$0
$2.56 Million 0.05% of portfolio
106,654
Q4 2024 Added 72.34%
$0
$2.72 Million 0.05% of portfolio
65,267
Q4 2024 Reduced 3.65%
$95B
$2.59 Million 0.05% of portfolio
12,830
Q4 2024 Added 2.62%
$139B
$2.71 Million 0.05% of portfolio
37,852
Q4 2024 Added 1.48%
$434B
$2.68 Million 0.05% of portfolio
18,500
Q4 2024 Added 6.94%
$0
$2.44 Million 0.05% of portfolio
18,595
Q4 2024 Reduced 1.82%

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $5.16 Billion
  • Prior Value $4.33 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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