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 6 of 10
46436E825
Shares:
0
Value:
$2.8B(+113.7%)
97717W505
Shares:
0
Value:
$2.7B(-5.5%)
92189F536
Shares:
0
Value:
$2.3B(+813.8%)
46435U515
Shares:
0
Value:
$2.2B(+24.4%)
19761L607
Shares:
0
Value:
$2.2B(-0.9%)
46137V597
Shares:
0
Value:
$2.2B(-20.8%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| — | All Managers (Combined) | $2.8M | |||
| — | All Managers (Combined) | $2.8M | |||
(cusip46436E825)✕ | — | All Managers (Combined) | $2.8M | ||
(cusip97717W505)✕ | — | All Managers (Combined) | $2.7M | ||
| — | All Managers (Combined) | $2.7M | |||
| — | All Managers (Combined) | $2.5M | |||
| — | All Managers (Combined) | $2.5M | |||
| — | All Managers (Combined) | $2.5M | |||
| — | All Managers (Combined) | $2.4M | |||
Exelon Corp(EXCcusip30161N101) | — | All Managers (Combined) | $2.4M | ||
Coca Cola Co(KOcusip191216100) | — | All Managers (Combined) | $2.3M | ||
(cusip92189F536)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $2.3M | YoY NEW(+$2.3M) |
| — | All Managers (Combined) | $2.2M | |||
| — | All Managers (Combined) | $2.2M | |||
(cusip46435U515)✕ | — | All Managers (Combined) | $2.2M | ||
(cusip19761L607)✕ | — | All Managers (Combined) | $2.2M | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) | |
Alphabet Inc.(GOOGcusip02079K107) | — | QoQ - YoY NEW | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
(cusip46137V597)✕ | — | All Managers (Combined) | $2.2M | ||
| — | All Managers (Combined) | $2.1M |