Cliftonlarsonallen-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "AGI.TO", "PCG", null, null, "FNDF", null, "ABT", "ABBV", "RVT", "GOOGL", "NMZ", "T", null, "RQI", null, null, null, null, null, null, null, null, "NAD", "PTY", "EOG", null, "MATW", null, null, null, null, null, null, null, null, null, "MUB", null, null, null, "HEFA", "IVW", "IJH", null, null, null, "BTT", null, null, "MSFT", "MDLZ", "EXC", "IJR", "IWD", "VGIT", null, "EEM", "IWF", null, "VGSH", "IEMG", "IVV", null, "AAPL", "SPY", "NVDA", null, "ENB", "INTC", "PFE", null, "PG", "MRK", "FNDX", null, "ROK", "IEFA", "SCHX", null, "RTX", "SPDW", null, "SPYG", null, null, "VV", null, "VWO", null, null, "SBAC", null, null, null, "VIG", null, "PML", "IEF", null, null, "AFL", "SDY", "WM", "IWR", null, null, null, "VIGI", "AMZN", "NEA", "SCHB", null, "IVE", null, "ESGD", null, "VEU", "VPL", "VUG", "VEA", "VGK", null, null, "VXUS", "VTEB", "BND", "VBR", "VT", "VOO", "VTV", "WMT", "WPM", null, null, null, null, null, null, "SCHD", "ET", "DVY", "SCHG", null, null, "SCHF", "SCHA", null, null, null, "IXUS", null, null, "DGRO", "BAC", "BRK-B", null, "CVX", "CSCO", "KO", "CEG", "DVN", null, null, "DFAX", "DFAC", null, "EFA", "NEE", null, "IWM", "EPD", "DIS", "GOOG", "XOM", "JNJ", "ITOT", "VTI", "JPM", "QUAL" ]
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
- Manager Name
- Cliftonlarsonallen-Wealth-Advisors
Data Enrichment
54% identified104 identified90 unidentified
Holdings
194 positions • $5.4B total value
Manager:
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Page 6 of 10
46436E825
Shares:—
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$5.4B)
97717W505
Shares:—
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$5.4B)
92189F536
Shares:—
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$5.4B)
46435U515
Shares:—
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$5.4B)
19761L607
Shares:—
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$5.4B)
Shares:—
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$5.4B)
46137V597
Shares:—
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$5.4B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| — | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$5.4B) | |||
| — | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$5.4B) | |||
(cusip46436E825)✕ | — | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$5.4B) | ||
(cusip97717W505)✕ | — | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$5.4B) | ||
| — | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$5.4B) | |||
| — | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$5.4B) | |||
| — | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$5.4B) | |||
| — | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$5.4B) | |||
| — | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$5.4B) | |||
EXELON CORP(EXCcusip30161N101) | — | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$5.4B) | ||
COCA COLA CO(KOcusip191216100) | — | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$5.4B) | ||
(cusip92189F536)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$5.4B) | YoY NEW(+$2.3M) |
| — | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$5.4B) | |||
| — | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$5.4B) | |||
(cusip46435U515)✕ | — | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$5.4B) | ||
(cusip19761L607)✕ | — | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$5.4B) | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$5.4B) | YoY NEW(+$2.2M) | |
Alphabet Inc.(GOOGcusip02079K107) | — | QoQ - YoY NEW | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$5.4B) | YoY NEW(+$2.2M) |
(cusip46137V597)✕ | — | All Managers (Combined) | $2.2M | 0.0% ($2.2M/$5.4B) | ||
| — | All Managers (Combined) | $2.1M | 0.0% ($2.1M/$5.4B) |