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:
Search and click to pin securities to the top
Page 8 of 10
46435U663
Shares:
0
Value:
$1.3B(+4.5%)
46137V266
Shares:
0
Value:
$1.3B(-7.3%)
46436E726
Shares:
0
Value:
$1.2B(+8.4%)
46438G687
Shares:
0
Value:
$1.1B(+16.3%)
46436E486
Shares:
0
Value:
$1.1B(+13.2%)
25434V401
Shares:
0
Value:
$1.1B(-7.3%)
46436E601
Shares:
0
Value:
$1.0B(+28.5%)
464288877
Shares:
0
Value:
$977.1M(+6.3%)
92206C409
Shares:
0
Value:
$960.8M(+1.2%)
46436E312
Shares:
0
Value:
$949.9M(-1.5%)
464289867
Shares:
0
Value:
$943.6M(-0.3%)
25434V724
Shares:
0
Value:
$871.1M(+0.9%)
092528843
Shares:
0
Value:
$849.2M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Walt Disney Co(DIScusip254687106) | — | All Managers (Combined) | $1.4M | ||
(cusip46435U663)✕ | — | All Managers (Combined) | $1.3M | ||
(cusip46137V266)✕ | — | All Managers (Combined) | $1.3M | ||
— | All Managers (Combined) | $1.3M | |||
(cusip46436E726)✕ | — | All Managers (Combined) | $1.2M | ||
— | All Managers (Combined) | $1.1M | |||
(cusip46438G687)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
(cusip46436E486)✕ | — | All Managers (Combined) | $1.1M | ||
— | All Managers (Combined) | $1.1M | |||
(cusip25434V401)✕ | — | All Managers (Combined) | $1.1M | ||
(cusip46436E601)✕ | — | All Managers (Combined) | $1.0M | ||
(cusip464288877)✕ | — | All Managers (Combined) | $977.1K | ||
(cusip92206C409)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $960.8K | YoY NEW(+$960.8K) |
(cusip46436E312)✕ | — | All Managers (Combined) | $949.9K | ||
(cusip464289867)✕ | — | All Managers (Combined) | $943.6K | ||
— | All Managers (Combined) | $922.9K | |||
— | All Managers (Combined) | $908.5K | |||
(cusip25434V724)✕ | — | All Managers (Combined) | $871.1K | ||
(cusip092528843)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $849.2K | QoQ NEW(+$849.2K) YoY NEW(+$849.2K) |
— | All Managers (Combined) | $800.6K |