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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.82 Million 0.05% of portfolio
39,771
Q1 2025 Reduced 1.83%
$24.4B
$2.54 Million 0.05% of portfolio
11,559
Q4 2023 Reduced 0.1%
$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
$2.19 Million 0.04% of portfolio
151,374
Q3 2024 New
$313B
$2.34 Million 0.04% of portfolio
32,719
Q1 2025 Reduced 14.88%
$0
$2.2 Million 0.04% of portfolio
109,039
Q1 2023 Reduced 69.19%
$206B
$2.25 Million 0.04% of portfolio
25,045
Q1 2025 Reduced 6.67%
$0
$2.27 Million 0.04% of portfolio
131,091
Q1 2025 Added 839.52%
$143B
$2.4 Million 0.04% of portfolio
33,827
Q1 2025 Reduced 10.63%
$1.1T
$2.16 Million 0.04% of portfolio
13,823
Q1 2025 Reduced 8.4%
$409B
$2.15 Million 0.04% of portfolio
12,935
Q1 2025 Reduced 30.08%
$42.6B
$2.38 Million 0.04% of portfolio
51,644
Q1 2025 Added 3.0%
$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%
$64.6B
$2.12 Million 0.04% of portfolio
19,035
Q1 2025 Reduced 39.34%
$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%
$0
$2.09 Million 0.04% of portfolio
17,215
Q1 2025 Added 0.97%
$0
$1.58 Million 0.03% of portfolio
36,125
Q1 2025 Reduced 29.54%
$0
$1.34 Million 0.03% of portfolio
34,970
Q1 2025 Added 14.42%
$0
$1.65 Million 0.03% of portfolio
18,200
Q1 2025 Added 4.65%
$0
$1.63 Million 0.03% of portfolio
59,030
Q1 2025 Reduced 6.57%
$235B
$1.4 Million 0.03% of portfolio
10,584
Q1 2025 Added 0.2%
$0
$1.69 Million 0.03% of portfolio
23,085
Q1 2025 Reduced 10.66%
$0
$1.87 Million 0.03% of portfolio
39,533
Q1 2025 Added 136.74%
$397M
$1.44 Million 0.03% of portfolio
20,031
Q4 2022 New
$216B
$1.35 Million 0.03% of portfolio
13,679
Q1 2025 Added 4.82%
$0
$1.42 Million 0.03% of portfolio
23,302
Q1 2025 Added 5.45%
$204B
$1.85 Million 0.03% of portfolio
13,995
Q1 2025 Added 0.16%
$0
$1.48 Million 0.03% of portfolio
34,080
Q1 2025 Reduced 21.74%
$0
$1.81 Million 0.03% of portfolio
24,760
Q1 2025 Added 0.0%
$362B
$1.57 Million 0.03% of portfolio
37,567
Q1 2025 Added 17.25%
$264B
$1.53 Million 0.03% of portfolio
17,373
Q1 2025 Reduced 8.88%
$0
$908,000 0.02% of portfolio
10,680
Q4 2024 Added 5.77%
$39.8B
$922,000 0.02% of portfolio
11,888
Q4 2024 Reduced 6.28%
$0
$1.08 Million 0.02% of portfolio
94,123
Q4 2024 Reduced 37.99%
$0
$1.14 Million 0.02% of portfolio
102,098
Q1 2025 Reduced 6.84%
$0
$1.28 Million 0.02% of portfolio
21,780
Q1 2025 Reduced 96.93%
$0
$977,000 0.02% of portfolio
16,578
Q1 2025 Reduced 5.4%
$0
$941,000 0.02% of portfolio
16,390
Q1 2025 Reduced 0.69%
$0
$871,000 0.02% of portfolio
21,139
Q1 2025 Added 0.22%
$0
$1.02 Million 0.02% of portfolio
21,025
Q1 2025 Added 19.68%

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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