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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.6T
$43.1 Million 0.84% of portfolio
171,916
Q4 2024 Added 0.93%
$2.39T
$18.9 Million 0.37% of portfolio
86,076
Q4 2024 Added 4.25%
$3.33T
$15.6 Million 0.3% of portfolio
36,918
Q4 2024 Added 0.42%
$600B
$10.3 Million 0.2% of portfolio
22,698
Q4 2024 Added 0.0%
$366B
$9.46 Million 0.18% of portfolio
70,463
Q4 2024 Added 9.48%
$390B
$7.92 Million 0.15% of portfolio
47,212
Q4 2024 Added 2.12%
$1.18T
$4.63 Million 0.09% of portfolio
24,470
Q4 2024 Added 9.46%
$299B
$3.84 Million 0.07% of portfolio
21,586
Q4 2024 Reduced 0.49%
$1.22T
$2.87 Million 0.06% of portfolio
15,090
Q4 2024 Added 10.14%
$771B
$2.85 Million 0.06% of portfolio
11,873
Q4 2024 Added 0.68%
$456B
$3.34 Million 0.06% of portfolio
31,007
Q4 2024 Added 21.76%
$380B
$2.68 Million 0.05% of portfolio
18,500
Q4 2024 Added 6.94%
$242B
$2.67 Million 0.05% of portfolio
26,835
Q4 2024 Added 8.16%
$267B
$2.39 Million 0.05% of portfolio
38,440
Q4 2024 Added 17.9%
$204B
$1.86 Million 0.04% of portfolio
12,226
Q4 2024 Added 5.2%
$306B
$2.06 Million 0.04% of portfolio
14,257
Q4 2024 Added 11.58%
$367B
$1.41 Million 0.03% of portfolio
32,039
Q4 2024 Added 0.05%
$206B
$1.19 Million 0.02% of portfolio
10,563
Q4 2024 New
$253B
$604,000 0.01% of portfolio
10,205
Q4 2024 Reduced 27.88%

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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