Cliftonlarsonallen Wealth Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
104 identified90 unidentified

Holdings

194 positions
Manager:
SEC
Search and click to pin securities to the top
Page 2 of 10
464288687
464288687
Shares:
0
Value:
$57.9B(+2.6%)
808524102
SCHB|808524102
Shares:
0
Value:
$55.1B(-11.8%)
808524300
SCHG|808524300
Shares:
0
Value:
$53.3B(-13.8%)
35473P868
35473P868
Shares:
0
Value:
$50.3B
78464A284
78464A284
Shares:
0
Value:
$50.0B(+3092.1%)
464287200
IVV|464287200
Shares:
0
Value:
$45.1B(-14.5%)
464289438
464289438
Shares:
0
Value:
$43.2B(-26.9%)
46434G103
IEMG|46434G103
Shares:
0
Value:
$42.4B(-7.0%)
EOG RESOURCES INC
EOG|26875P101
Shares:
0
Value:
$41.6B(+4.4%)
46432F339
QUAL|46432F339
Shares:
0
Value:
$39.3B(+121.9%)
Apple Inc.
AAPL|037833100
Shares:
0
Value:
$38.2B(-11.2%)
25434V880
DFAX|25434V880
Shares:
0
Value:
$37.5B(+1.9%)
78463X848
78463X848
Shares:
0
Value:
$35.1B(+3.6%)
46434V456
46434V456
Shares:
0
Value:
$32.9B(+1283.8%)
46138E354
46138E354
Shares:
0
Value:
$27.8B(+10.1%)
46435G219
46435G219
Shares:
0
Value:
$27.5B
46641Q134
46641Q134
Shares:
0
Value:
$26.8B(+46.3%)
922908769
VTI|922908769
Shares:
0
Value:
$25.8B(+62.7%)
46436E866
46436E866
Shares:
0
Value:
$24.6B(+2.1%)
808524839
808524839
Shares:
0
Value:
$23.6B(-0.7%)