Cliftonlarsonallen Wealth Advisors, LLC Incresed Positions in Q4 2024

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
5.78K
+ 17.3%
$24.5 - $25.72 $142K - $149K
39.2K $964K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.11K
+ 8.87%
$71.75 - $75.11 $151K - $158K
25.8K $1.86M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
3.5K
+ 24.65%
$19.11 - $20.04 $66.9K - $70.2K
17.7K $339K
IWR
Ishares Russell Mid Cap ETF

ETFs
583
+ 5.77%
$87.25 - $95.52 $50.9K - $55.7K
10.7K $944K
KO
Coca Cola CO

Consumer Defensive
5.84K
+ 17.9%
$61.74 - $71.71 $360K - $418K
38.4K $2.39M
SCHO
Schwab Short Term Us Treasury

ETFs
86.8K
+ 105.43%
$24.06 - $48.88 $2.09M - $4.24M
169K $4.07M
DFUS
Dimensional ETF Tr U S Equity

ETFs
63
+ 0.35%
$61.52 - $66.5 $3.88K - $4.19K
18.2K $1.16M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.56K
+ 11.65%
$75.1 - $82.99 $267K - $295K
34.1K $2.58M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
234
+ 0.77%
$41.09 - $45.94 $9.62K - $10.7K
30.6K $1.29M
Ishares Tr
18.2K
+ 92.01%
N/A
38.1K $0
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
51
+ 0.24%
$40.38 - $44.35 $2.06K - $2.26K
21.1K $863K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
127
+ 0.77%
$46.52 - $48.32 $5.91K - $6.14K
16.7K $778K
SCHP
Schwab Strategic Us Tips ETF

ETFs
121K
+ 106.65%
$25.74 - $53.78 $3.11M - $6.49M
234K $6.04M
VZ
Verizon Communications Inc

Communication Services
635
+ 5.08%
$39.6 - $45.21 $25.1K - $28.7K
13.1K $524K
FNDF
Schwab Fundamental Intl Large

ETFs
989
+ 5.71%
$32.92 - $37.15 $32.6K - $36.7K
18.3K $607K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
728
+ 1.7%
$42.79 - $44.9 $31.2K - $32.7K
43.5K $1.87M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
343
+ 1.99%
$45.37 - $51.79 $15.6K - $17.8K
17.6K $797K
PG
Procter & Gamble CO

Consumer Defensive
979
+ 2.12%
$161.05 - $179.7 $158K - $176K
47.2K $7.92M
HDV
Ishares Core High Dividend ETF

ETFs
5
+ 0.03%
$110.82 - $121.28 $554 - $606
17K $1.91M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
34.3K
+ 12.28%
$58.46 - $65.6 $2.01M - $2.25M
314K $18.3M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
661
+ 0.97%
$46.33 - $48.6 $30.6K - $32.1K
68.6K $3.19M
PEP
Pepsico Inc

Consumer Defensive
604
+ 5.2%
$151.29 - $176.1 $91.4K - $106K
12.2K $1.86M
JNJ
Johnson & Johnson

Healthcare
1.2K
+ 6.94%
$143.34 - $165.86 $172K - $199K
18.5K $2.68M
EXC
Exelon Corp

Utilities
368
+ 0.74%
$36.22 - $40.97 $13.3K - $15.1K
50.1K $1.89M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
544K
+ 108.16%
$22.63 - $47.53 $12.3M - $25.9M
1.05M $23.8M
GIS
General Mills Inc

Consumer Defensive
626
+ 3.44%
$62.78 - $74.62 $39.3K - $46.7K
18.8K $1.2M
MRK
Merck & Co., Inc.

Healthcare
2.03K
+ 8.16%
$96.31 - $114.76 $195K - $232K
26.8K $2.67M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.0%
$442.29 - $483.08 $442 - $483
22.7K $10.3M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
223
+ 0.91%
$70.63 - $78.23 $15.8K - $17.4K
24.8K $1.76M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.59K
+ 3.91%
$75.65 - $83.47 $120K - $133K
42.2K $3.21M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
751
+ 1.89%
$63.27 - $70.31 $47.5K - $52.8K
40.5K $2.57M
MSFT
Microsoft Corp

Technology
155
+ 0.42%
$406.35 - $454.46 $63K - $70.4K
36.9K $15.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
49.3K
+ 79.78%
$25.33 - $51.16 $1.25M - $2.52M
111K $2.87M
NEE
Nextera Energy Inc

Utilities
552
+ 1.48%
$69.77 - $85.43 $38.5K - $47.2K
37.9K $2.71M
MUB
Ishares National Muni Bond ETF

ETFs
16.6K
+ 1.5%
$105.78 - $108.7 $1.76M - $1.81M
1.12M $120M
CEG
Constellation Energy Corp

Utilities
49
+ 0.29%
$224.28 - $285.52 $11K - $14K
16.9K $3.81M
DVN
Devon Energy Corp

Energy
572
+ 0.58%
$30.52 - $42.96 $17.5K - $24.6K
98.5K $3.23M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.01%
$131.66 - $144.0 $527 - $576
76.7K $10.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
68.2K
+ 128.61%
$27.54 - $83.04 $1.88M - $5.67M
121K $3.36M
SCHV
Schwab Strategic Tr Us Large C

ETFs
589K
+ 193.7%
$25.79 - $80.4 $15.2M - $47.4M
894K $23.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
472K
+ 105.62%
$18.41 - $40.87 $8.68M - $19.3M
918K $17M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
164K
+ 9.28%
$79.93 - $88.06 $13.1M - $14.4M
1.93M $154M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
8.28K
+ 0.69%
$27.88 - $30.51 $231K - $253K
1.21M $33.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
115K
+ 5.12%
$44.04 - $49.49 $5.07M - $5.69M
2.36M $104M
VEA
Vanguard Ftse Developed Market

ETFs
589K
+ 8.45%
$47.57 - $52.44 $28M - $30.9M
7.55M $361M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
9.73K
+ 0.79%
$99.2 - $108.47 $965K - $1.06M
1.24M $123M
Activity Summary
Buys All Purchases 115 New Holdings 18 Increased Positions 97 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email