Cliftonlarsonallen Wealth Advisors, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Cliftonlarsonallen Wealth Advisors, LLC
Data Enrichment
54% identified
104 identified90 unidentified

Holdings

194 positions
Manager:
Search and click to pin securities to the top
Page 5 of 10
808524607
Shares:
0
Value:
$4.7B(+64.0%)
AbbVie Inc.
Shares:
0
Value:
$4.5B(+17.5%)
922908744
Shares:
0
Value:
$4.5B(+1.5%)
46435U325
Shares:
0
Value:
$4.4B(+6.4%)
46435G516
Shares:
0
Value:
$4.1B(+28.9%)
808524862
Shares:
0
Value:
$4.1B(+0.3%)
46435U283
Shares:
0
Value:
$4.0B(+19.9%)
Alphabet Inc.
Shares:
0
Value:
$4.0B(-14.0%)
46435U432
Shares:
0
Value:
$4.0B(+18.0%)
46436E833
Shares:
0
Value:
$3.9B(+65.9%)
464288356
Shares:
0
Value:
$3.8B(+18.0%)
DEVON ENERGY CORP/DE
Shares:
0
Value:
$3.7B(+14.6%)
46435U259
Shares:
0
Value:
$3.7B(+24.1%)
EXXON MOBIL CORP
Shares:
0
Value:
$3.6B(+8.6%)
46435GAA0
Shares:
0
Value:
$3.5B(+17.1%)
JPMORGAN CHASE & CO
Shares:
0
Value:
$3.5B(+24.1%)
Constellation Energy Corp
Shares:
0
Value:
$3.5B(-7.2%)
808524508
Shares:
0
Value:
$3.2B(-5.4%)
WASTE MANAGEMENT INC
Shares:
0
Value:
$3.1B(+19.4%)
46435UAA9
Shares:
0
Value:
$2.8B(+11.5%)