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 7 of 10
464289859
Shares:
0
Value:
$2.1B(+2.5%)
46436E163
Shares:
0
Value:
$2.1B(+18.3%)
46429B663
Shares:
0
Value:
$2.1B(+8.9%)
46436E205
Shares:
0
Value:
$1.9B(+9.6%)
46435U440
Shares:
0
Value:
$1.9B(+140.5%)
464288281
Shares:
0
Value:
$1.6B(+6.5%)
808524706
Shares:
0
Value:
$1.6B(-3.3%)
97717X511
Shares:
0
Value:
$1.5B(-20.8%)
911717106
Shares:
0
Value:
$1.4B(+9.3%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| — | QoQ - YoY NEW | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) | |
(cusip464289859)✕ | — | All Managers (Combined) | $2.1M | ||
(cusip46436E163)✕ | — | All Managers (Combined) | $2.1M | ||
(cusip46429B663)✕ | — | All Managers (Combined) | $2.1M | ||
Chevron Corp(CVXcusip166764100) | — | All Managers (Combined) | $2.0M | ||
| — | All Managers (Combined) | $1.9M | |||
(cusip46436E205)✕ | — | All Managers (Combined) | $1.9M | ||
(cusip46435U440)✕ | — | All Managers (Combined) | $1.9M | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) | |
| — | All Managers (Combined) | $1.8M | |||
| — | All Managers (Combined) | $1.7M | |||
(cusip464288281)✕ | — | All Managers (Combined) | $1.6M | ||
(cusip808524706)✕ | — | All Managers (Combined) | $1.6M | ||
| — | All Managers (Combined) | $1.6M | |||
| — | All Managers (Combined) | $1.6M | |||
Walmart Inc.(WMTcusip931142103) | — | All Managers (Combined) | $1.5M | ||
(cusip97717X511)✕ | — | All Managers (Combined) | $1.5M | ||
(cusip911717106)✕ | — | All Managers (Combined) | $1.4M | ||
| — | All Managers (Combined) | $1.4M | |||
| — | QoQ - YoY NEW | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |