Cliftonlarsonallen Wealth Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
104 identified90 unidentified

Holdings

194 positions
Manager:
SEC
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Page 8 of 10
Walt Disney Co
DIS|254687106
Shares:
0
Value:
$1.4B(-7.1%)
46435U663
46435U663
Shares:
0
Value:
$1.3B(+4.5%)
46137V266
46137V266
Shares:
0
Value:
$1.3B(-7.3%)
92206C102
VGSH|92206C102
Shares:
0
Value:
$1.3B(-96.9%)
46436E726
46436E726
Shares:
0
Value:
$1.2B(+8.4%)
Nuveen AMT-Free Quality Municipal Income Fund
NEA|670657105
Shares:
0
Value:
$1.1B(-7.5%)
46438G687
46438G687
Shares:
0
Value:
$1.1B(+16.3%)
46436E486
46436E486
Shares:
0
Value:
$1.1B(+13.2%)
Nuveen Quality Municipal Income Fund
NAD|67066V101
Shares:
0
Value:
$1.1B(-1.2%)
25434V401
25434V401
Shares:
0
Value:
$1.1B(-7.3%)
46436E601
46436E601
Shares:
0
Value:
$1.0B(+28.5%)
464288877
464288877
Shares:
0
Value:
$977.1M(+6.3%)
92206C409
92206C409
Shares:
0
Value:
$960.8M(+1.2%)
46436E312
46436E312
Shares:
0
Value:
$949.9M(-1.5%)
464289867
464289867
Shares:
0
Value:
$943.6M(-0.3%)
Wheaton Precious Metals Corp.
WPM|962879102
Shares:
0
Value:
$922.9M(+38.0%)
464287499
IWR|464287499
Shares:
0
Value:
$908.5M(-3.8%)
25434V724
25434V724
Shares:
0
Value:
$871.1M(+0.9%)
092528843
092528843
Shares:
0
Value:
$849.2M
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
0
Value:
$800.6M(+32.5%)