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 3 of 10
464288661
Shares:
0
Value:
$20.8B
808524409
Shares:
0
Value:
$20.6B(-11.7%)
46641Q837
Shares:
0
Value:
$19.3B(+7.9%)
78468R721
Shares:
0
Value:
$19.1B(-76.3%)
46641Q654
Shares:
0
Value:
$18.9B(-4.4%)
09290C103
Shares:
0
Value:
$18.4B
46436E858
Shares:
0
Value:
$15.4B(+27.6%)
464287226
Shares:
0
Value:
$14.8B(-84.0%)
464288513
Shares:
0
Value:
$13.8B
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip464288661)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $20.8M | QoQ NEW(+$20.8M) YoY NEW(+$20.8M) |
(cusip808524409)✕ | — | All Managers (Combined) | $20.6M | ||
| — | All Managers (Combined) | $19.5M | |||
(cusip46641Q837)✕ | — | All Managers (Combined) | $19.3M | ||
(cusip78468R721)✕ | — | All Managers (Combined) | $19.1M | ||
(cusip46641Q654)✕ | — | All Managers (Combined) | $18.9M | ||
(cusip09290C103)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $18.4M | QoQ NEW(+$18.4M) YoY NEW(+$18.4M) |
| — | All Managers (Combined) | $18.0M | |||
| — | All Managers (Combined) | $16.6M | |||
(cusip46436E858)✕ | — | All Managers (Combined) | $15.4M | ||
| — | All Managers (Combined) | $15.0M | |||
(cusip464287226)✕ | — | All Managers (Combined) | $14.8M | ||
| — | All Managers (Combined) | $14.7M | |||
Microsoft Corp(MSFTcusip594918104) | — | All Managers (Combined) | $14.6M | ||
| — | All Managers (Combined) | $14.3M | |||
| — | All Managers (Combined) | $13.8M | |||
(cusip464288513)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $13.8M | QoQ NEW(+$13.8M) YoY NEW(+$13.8M) |
Amazon Com Inc(AMZNcusip023135106) | — | All Managers (Combined) | $13.7M | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $12.1M | YoY NEW(+$12.1M) | |
| — | All Managers (Combined) | $11.5M |