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 9 of 10
46436E593
46436E593
Shares:
0
Value:
$763.0M(+124.5%)
464285204
464285204
Shares:
0
Value:
$760.6M(+19.3%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
0
Value:
$737.0M
ENBRIDGE INC
ENB|29250N105
Shares:
0
Value:
$723.3M(+7.9%)
46434V738
46434V738
Shares:
0
Value:
$679.7M
NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND
NMZ|670682103
Shares:
0
Value:
$653.6M(+0.9%)
46436E148
46436E148
Shares:
0
Value:
$637.0M(+3.3%)
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD|293792107
Shares:
0
Value:
$614.5M(+8.9%)
46434V613
46434V613
Shares:
0
Value:
$587.4M(-80.7%)
Energy Transfer LP
ET|29273V100
Shares:
0
Value:
$582.4M(-4.8%)
PG&E Corp
PCG|69331C108
Shares:
0
Value:
$567.2M(-9.8%)
ALAMOS GOLD INC
AGI.TO|011532108
Shares:
0
Value:
$549.6M(+45.0%)
808524755
FNDF|808524755
Shares:
0
Value:
$539.1M(-11.3%)
92189H201
92189H201
Shares:
0
Value:
$468.3M(-87.8%)
78464A656
78464A656
Shares:
0
Value:
$437.6M(+4.2%)
97717W380
97717W380
Shares:
0
Value:
$406.5M(-0.5%)
46438G653
46438G653
Shares:
0
Value:
$398.3M(+1.3%)
46434V803
HEFA|46434V803
Shares:
0
Value:
$366.6M(+4.4%)
46438G646
46438G646
Shares:
0
Value:
$356.2M
AT&T INC.
T|00206R102
Shares:
0
Value:
$343.0M(+45.7%)