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 9 of 10
46436E593
Shares:
0
Value:
$763.0M(+124.5%)
464285204
Shares:
0
Value:
$760.6M(+19.3%)
46434V738
Shares:
0
Value:
$679.7M
46436E148
Shares:
0
Value:
$637.0M(+3.3%)
46434V613
Shares:
0
Value:
$587.4M(-80.7%)
92189H201
Shares:
0
Value:
$468.3M(-87.8%)
78464A656
Shares:
0
Value:
$437.6M(+4.2%)
97717W380
Shares:
0
Value:
$406.5M(-0.5%)
46438G653
Shares:
0
Value:
$398.3M(+1.3%)
46438G646
Shares:
0
Value:
$356.2M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46436E593)✕ | — | All Managers (Combined) | $763.0K | ||
(cusip464285204)✕ | — | All Managers (Combined) | $760.6K | ||
— | QoQ NEW YoY NEW | All Managers (Combined) | $737.0K | QoQ NEW(+$737.0K) YoY NEW(+$737.0K) | |
Enbridge Inc(ENBcusip29250N105) | — | All Managers (Combined) | $723.3K | ||
(cusip46434V738)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $679.7K | QoQ NEW(+$679.7K) YoY NEW(+$679.7K) |
— | All Managers (Combined) | $653.6K | |||
(cusip46436E148)✕ | — | All Managers (Combined) | $637.0K | ||
— | All Managers (Combined) | $614.5K | |||
(cusip46434V613)✕ | — | All Managers (Combined) | $587.4K | ||
— | QoQ - YoY NEW | All Managers (Combined) | $582.4K | YoY NEW(+$582.4K) | |
— | All Managers (Combined) | $567.2K | |||
— | All Managers (Combined) | $549.6K | |||
— | All Managers (Combined) | $539.1K | |||
(cusip92189H201)✕ | — | All Managers (Combined) | $468.3K | ||
(cusip78464A656)✕ | — | All Managers (Combined) | $437.6K | ||
(cusip97717W380)✕ | — | All Managers (Combined) | $406.5K | ||
(cusip46438G653)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $398.3K | YoY NEW(+$398.3K) |
— | All Managers (Combined) | $366.6K | |||
(cusip46438G646)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $356.2K | QoQ NEW(+$356.2K) YoY NEW(+$356.2K) |
— | QoQ - YoY NEW | All Managers (Combined) | $343.0K | YoY NEW(+$343.0K) |