Cliftonlarsonallen Wealth Advisors, LLC Portfolio Holdings

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025

Cliftonlarsonallen Wealth Advisors, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.35 Billion distributed in 196 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 $933M, Invesco Exchange Traded Fd Tr with a value of $512M, Vanguard Ftse Developed Market with a value of $368M, Spdr Portfolio Aggregate Bond with a value of $299M, and Vanguard Mun Bd Fds Tax Exempt with a value of $229M.

Examining the 13F form we can see an increase of $198M in the current position value, from $5.16B to 5.35B.

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

Portfolio value $5.35 Billion
ETFs: $5.1 Billion
Technology: $62.4 Million
Energy: $52.9 Million
Financial Services: $25.6 Million
Industrials: $13.9 Million
Consumer Cyclical: $13.7 Million
Healthcare: $10.6 Million
Consumer Defensive: $10.3 Million
Other: $20.7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$933 Million 17.44% of portfolio
1,816,302
Q1 2025 Added 15.58%
$0
$512 Million 9.57% of portfolio
7,723,962
Q1 2025 Added 0.65%
$0
$368 Million 6.88% of portfolio
7,190,319
Q1 2025 Reduced 4.82%
$0
$299 Million 5.59% of portfolio
11,745,372
Q1 2025 Reduced 8.39%
$0
$229 Million 4.28% of portfolio
4,630,555
Q1 2025 Added 20.65%
$0
$167 Million 3.13% of portfolio
5,038,144
Q1 2025 Added 30.62%
$0
$145 Million 2.7% of portfolio
1,738,592
Q1 2025 Reduced 9.8%
$0
$128 Million 2.39% of portfolio
1,267,831
Q1 2025 Added 2.38%
$0
$122 Million 2.28% of portfolio
3,004,000
Q1 2025 Added 47.87%
$0
$117 Million 2.18% of portfolio
1,964,943
Q1 2025 Added 67.72%
$0
$114 Million 2.14% of portfolio
2,526,308
Q1 2025 Added 6.9%
$0
$109 Million 2.03% of portfolio
1,437,549
Q1 2025 Reduced 35.6%
$0
$106 Million 1.98% of portfolio
557,167
Q1 2025 Reduced 12.37%
$0
$100 Million 1.88% of portfolio
1,081,372
Q1 2025 Reduced 20.35%
$0
$88.3 Million 1.65% of portfolio
941,711
Q1 2025 Added 2,003.02%
$0
$85.2 Million 1.59% of portfolio
3,700,049
Q1 2025 Added 36.95%
$0
$75.5 Million 1.41% of portfolio
941,935
Q1 2025 Added 0.86%
$0
$71.7 Million 1.34% of portfolio
1,508,867
Q1 2025 Reduced 12.08%
$0
$66 Million 1.23% of portfolio
2,000,671
Q1 2025 Reduced 2.29%
$0
$57.9 Million 1.08% of portfolio
1,884,697
Q1 2025 Added 4.94%
$0
$54.8 Million 1.02% of portfolio
2,557,985
Q1 2025 Reduced 7.06%
$0
$53.2 Million 0.99% of portfolio
2,127,611
Q1 2025 Reduced 4.03%
$0
$50.2 Million 0.94% of portfolio
2,059,688
Q1 2025 New
$0
$49.9 Million 0.93% of portfolio
1,982,348
Q1 2025 Added 3,137.65%
$0
$45.1 Million 0.84% of portfolio
80,333
Q1 2025 Reduced 10.43%
$0
$43.1 Million 0.8% of portfolio
204,727
Q1 2025 Reduced 18.51%
$0
$42.1 Million 0.79% of portfolio
785,755
Q1 2025 Reduced 9.98%
$0
$39.3 Million 0.73% of portfolio
230,078
Q1 2025 Added 131.26%
$0
$37.5 Million 0.7% of portfolio
1,430,766
Q1 2025 Reduced 3.28%
$0
$35.4 Million 0.66% of portfolio
1,188,221
Q1 2025 Reduced 2.13%
$0
$32.9 Million 0.61% of portfolio
829,212
Q1 2025 Added 1,194.23%
$0
$27.8 Million 0.52% of portfolio
372,669
Q1 2025 Added 3.18%
$0
$27.5 Million 0.51% of portfolio
611,374
Q1 2025 New
$0
$26.8 Million 0.5% of portfolio
421,219
Q1 2025 Added 34.35%
$0
$25.7 Million 0.48% of portfolio
93,869
Q1 2025 Added 71.56%
$0
$24.6 Million 0.46% of portfolio
1,051,268
Q1 2025 Added 1.94%
$0
$23.6 Million 0.44% of portfolio
1,019,167
Q1 2025 Reduced 2.71%
$0
$20.8 Million 0.39% of portfolio
175,865
Q1 2025 New
$0
$20.4 Million 0.38% of portfolio
774,249
Q1 2025 Reduced 13.36%
$0
$19.5 Million 0.36% of portfolio
279,277
Q1 2025 Reduced 10.84%
$0
$19.3 Million 0.36% of portfolio
381,892
Q1 2025 Added 7.39%
$0
$19.1 Million 0.36% of portfolio
424,225
Q1 2025 Reduced 76.03%
$0
$18.9 Million 0.35% of portfolio
371,461
Q1 2025 Reduced 4.65%
$0
$18 Million 0.34% of portfolio
172,256
Q1 2025 Reduced 39.49%
$0
$18.4 Million 0.34% of portfolio
376,398
Q1 2025 New
$0
$16.6 Million 0.31% of portfolio
29,658
Q1 2025 Added 3.02%
$0
$15.4 Million 0.29% of portfolio
670,114
Q1 2025 Added 26.92%
$0
$15 Million 0.28% of portfolio
156,991
Q1 2025 Added 1,163.71%
$0
$14.8 Million 0.28% of portfolio
149,871
Q1 2025 Reduced 84.38%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $5.35 Billion
  • Prior Value $5.16 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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