Cliftonlarsonallen Wealth Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-17
- Total Holdings
- 194
- Total Value
- 5360890775
- Accession Number
- 0000944361-25-000004
- Form Type
- 13F-HR
- CIK
- 0000944361
- Manager Name
- Cliftonlarsonallen Wealth Advisors, LLC
Data Enrichment
54% identified104 identified90 unidentified
Holdings
194 positions
Manager:
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Page 10 of 10
92189F387
Shares:
0
Value:
$308.7M(-64.3%)
46431W853
Shares:
0
Value:
$274.3M(-5.5%)
46436E296
Shares:
0
Value:
$234.0M(+3.1%)
46436E460
Shares:
0
Value:
$233.8M(+2.7%)
389638107
Shares:
0
Value:
$218.7M(-45.7%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| — | QoQ - YoY NEW | All Managers (Combined) | $330.7K | YoY NEW(+$330.7K) | |
| — | QoQ NEW YoY NEW | All Managers (Combined) | $324.8K | QoQ NEW(+$324.8K) YoY NEW(+$324.8K) | |
| — | QoQ - YoY NEW | All Managers (Combined) | $324.0K | YoY NEW(+$324.0K) | |
Pfizer Inc(PFEcusip717081103) | — | All Managers (Combined) | $318.0K | ||
(cusip92189F387)✕ | — | All Managers (Combined) | $308.7K | ||
Intel Corp(INTCcusip458140100) | — | All Managers (Combined) | $297.2K | ||
| — | All Managers (Combined) | $291.1K | |||
| — | All Managers (Combined) | $284.0K | |||
(cusip46431W853)✕ | — | All Managers (Combined) | $274.3K | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $251.1K | YoY NEW(+$251.1K) | |
(cusip46436E296)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $234.0K | YoY NEW(+$234.0K) |
(cusip46436E460)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $233.8K | YoY NEW(+$233.8K) |
| — | All Managers (Combined) | $230.5K | |||
(cusip389638107)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $218.7K | YoY NEW(+$218.7K) |