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 4 of 10
46436E841
Shares:
0
Value:
$8.4B(+43.1%)
46435U218
Shares:
0
Value:
$7.8B(+6.2%)
46435U549
Shares:
0
Value:
$7.6B(+138.5%)
46429B267
Shares:
0
Value:
$7.5B(-12.7%)
464288620
Shares:
0
Value:
$7.1B(-63.1%)
464288158
Shares:
0
Value:
$7.1B
092528108
Shares:
0
Value:
$6.7B
808524870
Shares:
0
Value:
$6.3B(+4.9%)
46434VBD1
Shares:
0
Value:
$5.5B(+11.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
— | All Managers (Combined) | $9.3M | |||
— | All Managers (Combined) | $9.0M | |||
— | All Managers (Combined) | $8.6M | |||
Nvidia Corp(NVDAcusip67066G104) | — | QoQ - YoY NEW | All Managers (Combined) | $8.4M | YoY NEW(+$8.4M) |
(cusip46436E841)✕ | — | All Managers (Combined) | $8.4M | ||
(cusip46435U218)✕ | — | All Managers (Combined) | $7.8M | ||
(cusip46435U549)✕ | — | All Managers (Combined) | $7.6M | ||
(cusip46429B267)✕ | — | All Managers (Combined) | $7.5M | ||
(cusip464288620)✕ | — | All Managers (Combined) | $7.1M | ||
(cusip464288158)✕ | — | QoQ NEW YoY - | All Managers (Combined) | $7.1M | QoQ NEW(+$7.1M) |
(cusip092528108)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $6.7M | QoQ NEW(+$6.7M) YoY NEW(+$6.7M) |
— | All Managers (Combined) | $6.5M | |||
(cusip808524870)✕ | — | All Managers (Combined) | $6.3M | ||
— | All Managers (Combined) | $5.7M | |||
— | All Managers (Combined) | $5.7M | |||
— | All Managers (Combined) | $5.6M | |||
(cusip46434VBD1)✕ | — | All Managers (Combined) | $5.5M | ||
— | All Managers (Combined) | $5.4M | |||
— | All Managers (Combined) | $5.1M | |||
— | All Managers (Combined) | $5.0M |