Cliftonlarsonallen Wealth Advisors, LLC Portfolio Holdings

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024

Cliftonlarsonallen Wealth Advisors, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.16 Billion distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $847M, Invesco Exchange Traded Fd Tr with a value of $514M, Vanguard Ftse Developed Market with a value of $361M, Spdr Portfolio Aggregate Bond with a value of $320M, and Vanguard Mun Bd Fds Tax Exempt with a value of $192M.

Examining the 13F form we can see an increase of $826M in the current position value, from $4.33B to 5.16B.

Below you can find more details about Cliftonlarsonallen Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.16 Billion
ETFs: $4.89 Billion
Technology: $68.9 Million
Energy: $50.3 Million
Financial Services: $24.1 Million
Consumer Cyclical: $18.9 Million
Consumer Defensive: $15.1 Million
Industrials: $14.2 Million
Healthcare: $10.8 Million
Other: $23.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$847 Million 16.42% of portfolio
1,571,491
Q4 2024 New
$0
$514 Million 9.98% of portfolio
7,673,847
Q4 2024 Added 5.4%
$0
$361 Million 7.01% of portfolio
7,554,283
Q4 2024 Added 8.45%
$0
$320 Million 6.21% of portfolio
12,821,067
Q4 2024 Added 7.45%
$0
$192 Million 3.73% of portfolio
3,837,927
Q4 2024 Added 6.06%
$0
$157 Million 3.04% of portfolio
2,232,259
Q4 2024 Reduced 2.02%
$0
$154 Million 2.99% of portfolio
1,927,481
Q4 2024 Added 9.28%
$0
$138 Million 2.67% of portfolio
1,357,648
Q4 2024 Reduced 6.98%
$0
$126 Million 2.45% of portfolio
3,857,244
Q4 2024 Added 6.29%
$0
$123 Million 2.39% of portfolio
1,238,395
Q4 2024 Added 0.79%
$0
$121 Million 2.35% of portfolio
635,819
Q4 2024 Reduced 3.86%
$0
$120 Million 2.32% of portfolio
1,124,699
Q4 2024 Added 1.5%
$0
$104 Million 2.02% of portfolio
2,363,164
Q4 2024 Added 5.12%
$0
$93 Million 1.8% of portfolio
959,416
Q4 2024 Reduced 4.62%
$0
$91.3 Million 1.77% of portfolio
2,031,470
Q4 2024 Added 6.46%
$0
$82.1 Million 1.59% of portfolio
933,944
Q4 2024 Added 2.77%
$0
$80.7 Million 1.57% of portfolio
1,770,019
Q4 2024 Added 3.48%
$0
$70.8 Million 1.37% of portfolio
2,047,599
Q4 2024 Reduced 4.34%
$0
$68 Million 1.32% of portfolio
1,171,586
Q4 2024 Added 6.98%
$0
$63.8 Million 1.24% of portfolio
2,701,822
Q4 2024 Added 6.98%
$0
$62.5 Million 1.21% of portfolio
2,752,318
Q4 2024 Added 195.73%
$0
$61.8 Million 1.2% of portfolio
2,217,000
Q4 2024 Added 296.11%
$0
$59.1 Million 1.15% of portfolio
251,227
Q4 2024 Reduced 5.59%
$0
$56.5 Million 1.1% of portfolio
1,795,892
Q4 2024 Added 7.6%
$0
$52.8 Million 1.02% of portfolio
89,690
Q4 2024 Reduced 0.63%
$0
$46.8 Million 0.91% of portfolio
872,839
Q4 2024 Reduced 2.15%
$3.6T
$43.1 Million 0.84% of portfolio
171,916
Q4 2024 Added 0.93%
$0
$41.3 Million 0.8% of portfolio
709,878
Q4 2024 Added 6.63%
$78.5B
$39.9 Million 0.77% of portfolio
325,330
Q4 2024 Reduced 0.2%
$0
$36.8 Million 0.71% of portfolio
1,479,291
Q4 2024 Reduced 3.41%
$0
$33.9 Million 0.66% of portfolio
1,214,136
Q4 2024 Added 0.69%
$0
$32.8 Million 0.64% of portfolio
284,657
Q4 2024 Reduced 5.17%
$0
$25.3 Million 0.49% of portfolio
361,193
Q4 2024 Reduced 1.62%
$0
$24 Million 0.47% of portfolio
1,031,266
Q4 2024 Added 10.54%
$0
$23.8 Million 0.46% of portfolio
1,047,541
Q4 2024 Added 108.16%
$0
$23.3 Million 0.45% of portfolio
893,666
Q4 2024 Added 193.7%
$0
$20.7 Million 0.4% of portfolio
313,234
Q4 2024 Reduced 1.66%
$0
$19.8 Million 0.38% of portfolio
389,581
Q4 2024 Added 10.68%
$0
$19.4 Million 0.38% of portfolio
385,318
Q4 2024 Reduced 2.03%
$2.39T
$18.9 Million 0.37% of portfolio
86,076
Q4 2024 Added 4.25%
$0
$18.3 Million 0.36% of portfolio
313,527
Q4 2024 Added 12.28%
$0
$17.9 Million 0.35% of portfolio
355,622
Q4 2024 Reduced 0.2%
$0
$17.7 Million 0.34% of portfolio
99,490
Q4 2024 Reduced 1.3%
$0
$17.2 Million 0.33% of portfolio
133,456
Q4 2024 Reduced 8.94%
$0
$16.9 Million 0.33% of portfolio
28,789
Q4 2024 Reduced 0.32%
$0
$17 Million 0.33% of portfolio
918,066
Q4 2024 Added 105.62%
$0
$15.9 Million 0.31% of portfolio
54,716
Q4 2024 Reduced 0.19%
$3.33T
$15.6 Million 0.3% of portfolio
36,918
Q4 2024 Added 0.42%
$0
$14.8 Million 0.29% of portfolio
257,029
Q4 2024 Reduced 0.39%

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $5.16 Billion
  • Prior Value $4.33 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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