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 5 of 10
46435U325
Shares:
0
Value:
$4.4B(+6.4%)
808524862
Shares:
0
Value:
$4.1B(+0.3%)
46435U283
Shares:
0
Value:
$4.0B(+19.9%)
46435U432
Shares:
0
Value:
$4.0B(+18.0%)
46436E833
Shares:
0
Value:
$3.9B(+65.9%)
464288356
Shares:
0
Value:
$3.8B(+18.0%)
46435U259
Shares:
0
Value:
$3.7B(+24.1%)
46435GAA0
Shares:
0
Value:
$3.5B(+17.1%)
808524508
Shares:
0
Value:
$3.2B(-5.4%)
46435UAA9
Shares:
0
Value:
$2.8B(+11.5%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| — | All Managers (Combined) | $4.7M | |||
Abbvie Inc.(ABBVcusip00287Y109) | — | QoQ - YoY NEW | All Managers (Combined) | $4.5M | YoY NEW(+$4.5M) |
| — | All Managers (Combined) | $4.5M | |||
(cusip46435U325)✕ | — | All Managers (Combined) | $4.4M | ||
| — | All Managers (Combined) | $4.1M | |||
(cusip808524862)✕ | — | All Managers (Combined) | $4.1M | ||
(cusip46435U283)✕ | — | All Managers (Combined) | $4.0M | ||
Alphabet Inc.(GOOGLcusip02079K305) | — | All Managers (Combined) | $4.0M | ||
(cusip46435U432)✕ | — | All Managers (Combined) | $4.0M | ||
(cusip46436E833)✕ | — | All Managers (Combined) | $3.9M | ||
(cusip464288356)✕ | — | All Managers (Combined) | $3.8M | ||
| — | All Managers (Combined) | $3.7M | |||
(cusip46435U259)✕ | — | All Managers (Combined) | $3.7M | ||
Exxon Mobil Corp(XOMcusip30231G102) | — | All Managers (Combined) | $3.6M | ||
(cusip46435GAA0)✕ | — | All Managers (Combined) | $3.5M | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $3.5M | YoY NEW(+$3.5M) | |
| — | All Managers (Combined) | $3.5M | |||
(cusip808524508)✕ | — | All Managers (Combined) | $3.2M | ||
| — | All Managers (Combined) | $3.1M | |||
(cusip46435UAA9)✕ | — | All Managers (Combined) | $2.8M |