Cliftonlarsonallen Wealth Advisors, LLC Purchases in Q1 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
16.2K
+ 22.68%
$24.79 - $25.26 $402K - $410K
87.7K $2.22M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
21.1K
+ 119.21%
$19.0 - $19.66 $401K - $415K
38.8K $763K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.6K
New
$27.01 - $28.54 $314K - $332K
11.6K $320K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.2K
+ 10.47%
$23.9 - $24.18 $267K - $270K
118K $2.85M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.81K
+ 0.77%
$25.69 - $26.89 $46.4K - $48.5K
236K $6.31M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.66K
+ 5.93%
$25.08 - $25.39 $242K - $245K
173K $4.37M
RTX
Raytheon Technologies Corp

Industrials
23
+ 0.16%
$114.1 - $135.66 $2.62K - $3.12K
14K $1.85M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
3.46K
+ 19.68%
$44.39 - $50.29 $154K - $174K
21K $1.02M
ABT
Abbott Laboratories

Healthcare
21
+ 0.2%
$111.1 - $140.22 $2.33K - $2.94K
10.6K $1.4M
CSCO
Cisco Systems, Inc.

Technology
2.77K
+ 27.13%
$58.74 - $64.87 $163K - $180K
13K $800K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.07K
+ 8.05%
$22.61 - $23.14 $137K - $141K
81.5K $1.89M
BAC
Bank Of America Corp

Financial Services
5.53K
+ 17.25%
$39.61 - $47.74 $219K - $264K
37.6K $1.57M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.36K
+ 11.04%
$20.1 - $20.8 $108K - $111K
53.9K $1.12M
IAU
Ishares Gold Trust

ETFs
28
+ 0.22%
$49.74 - $58.96 $1.39K - $1.65K
12.9K $760K
T
At&T Inc.

Communication Services
1.79K
+ 17.34%
$21.56 - $28.28 $38.6K - $50.7K
12.1K $342K
EMB
Ishares Tr

ETFs
808
+ 4.65%
$88.64 - $92.03 $71.6K - $74.4K
18.2K $1.65M
IBDV
Ishares Tr

Technology
3.44K
+ 6.63%
$21.11 - $21.73 $72.6K - $74.8K
55.3K $1.2M
DGRO
Ishares Core Dividend Growth E

ETFs
1.2K
+ 5.45%
$60.46 - $64.42 $72.8K - $77.6K
23.3K $1.42M
INTC
Intel Corp

Technology
1.44K
+ 12.36%
$19.1 - $27.39 $27.5K - $39.4K
13.1K $297K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.41K
+ 14.42%
$37.84 - $44.02 $167K - $194K
35K $1.34M
ENB
Enbridge Inc

Energy
520
+ 3.29%
$41.54 - $45.45 $21.6K - $23.6K
16.3K $723K
AOA
Ishares Tr Core Aggressive All

ETFs
710
+ 2.64%
$75.7 - $80.01 $53.7K - $56.8K
27.6K $2.11M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1
+ 0.0%
$69.87 - $75.62 $69.9 - $75.6
24.8K $1.81M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
47
+ 0.22%
$39.96 - $43.3 $1.88K - $2.04K
21.1K $871K
Blackrock ETF Trust Ii
17.1K
New
N/A
17.1K $0
Ishares Tr
36.1K
+ 138.34%
N/A
62.2K $0
Ishares Tr
12.8K
+ 18.04%
N/A
83.8K $0
Ishares Tr
13.9K
New
N/A
13.9K $0
Ishares Tr
6.16K
+ 16.17%
N/A
44.2K $0
ET
Energy Transfer LP

Energy
100
+ 0.32%
$17.26 - $21.08 $1.73K - $2.11K
31.3K $582K
PCG
Pg&E Corp

Utilities
1.84K
+ 5.91%
$15.16 - $20.4 $27.9K - $37.6K
33K $567K
VT
Vanguard Total World Stk Index

ETFs
59
+ 0.13%
$115.08 - $123.97 $6.79K - $7.31K
44.1K $5.11M
DIS
Walt Disney CO

Communication Services
629
+ 4.82%
$96.87 - $114.0 $60.9K - $71.7K
13.7K $1.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
869
+ 3.02%
$551.42 - $612.93 $479K - $533K
29.7K $16.6M
CEG
Constellation Energy Corp

Utilities
501
+ 2.96%
$201.63 - $347.44 $101K - $174K
17.4K $3.51M
GOOGL
Alphabet Inc.

Communication Services
1.29K
+ 5.26%
$154.33 - $206.19 $199K - $266K
25.8K $3.98M
MSFT
Microsoft Corp

Technology
1.97K
+ 5.35%
$375.39 - $447.2 $741K - $883K
38.9K $14.6M
NVDA
Nvidia Corp

Technology
7.44K
+ 10.56%
$106.98 - $149.43 $796K - $1.11M
77.9K $8.44M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
50.1K
+ 0.65%
$65.27 - $71.18 $3.27M - $3.57M
7.72M $512M
AAPL
Apple Inc.

Technology
144
+ 0.08%
$209.68 - $247.1 $30.2K - $35.6K
172K $38.2M
SPYG
Spdr Portfolio

ETFs
7.99K
+ 0.86%
$80.05 - $92.39 $640K - $738K
942K $75.5M
Activity Summary
Buys All Purchases 92 New Holdings 12 Increased Positions 80 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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