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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

13F
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Last update 2024-10-15 179 Stocks (11 new)
Value $4.34 Bil Turnover 5 %
Countries:
Top Holdings: SPHQ(11.30%)VEA(8.48%)SPAB(7.19%)VTEB(4.27%)IEFA(4.10%)
Portfolio Report
Summary Stock Picks Current Portfolio
CLIFTONLARSONALLEN WEALTH ADVI... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPHQ 		Invesco S&P 500 Quality ETF
7,280,618
489767.160
+3.71%
11.300
+0.40%
4.250
+8.95%
+26.79%
11891.409
 
VEA 		Vanguard FTSE Developed Markets ETF
6,965,405
367843.040
+5.95%
8.480
+0.48%
0.260
+3.12%
+4.91%
137683.596
 
SPAB 		SPDR Portfolio Aggregate Bond ETF
11,932,079
311904.540
+10.45%
7.190
+0.68%
3.640
-0.78%
-0.86%
8284.385
 
VTEB 		Vanguard Tax-Exempt Bond ETF
3,618,618
184983.750
+7.91%
4.270
+0.31%
0.540
+0.04%
-1.00%
33962.074
 
IEFA 		iShares Core MSCI EAFE ETF
2,278,179
177811.900
+0.35%
4.100
+0.01%
0.140
+2.90%
+4.92%
121378.078
 
VIGI 		Vanguard International Dividend Appreciation ETF
1,763,827
155710.640
+5.31%
3.590
+0.18%
2.190
+2.86%
+6.16%
7049.378
 
IVW 		iShares S&P 500 Growth ETF
1,459,489
139746.080
-1.09%
3.220
-0.03%
0.260
+15.71%
+34.67%
56214.525
 
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF
1,228,667
131172.480
+0.64%
3.030
+0.02%
1.030
+6.59%
+11.86%
12634.528
 
IVE 		iShares S&P 500 Value ETF
661,346
130397.650
-0.65%
3.010
-0.02%
0.370
+8.76%
+16.06%
36257.649
 
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF
3,628,885
122329.710
+9.15%
2.820
+0.24%
1.240
+0.15%
+0.82%
9493.082
 

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2024-09-30Sold Out
-15.52%
●
496.64 ($516.09) 527.7
$549.95
6.56%
Sold Out
0
-1,447,231
SPAB 		SPDR Portfolio Aggregate Bond ETF2024-09-30Add
+0.68%
●
24.86 ($25.76) 26.33
$25.42
-1.32%
Add 10.45%
11,932,079
1,129,056
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.48%
●
47.6 ($50.85) 53.31
$50.25
-1.18%
Add 5.95%
6,965,405
390,896
AAPL 		Apple Inc2024-09-30Add
+0.40%
●
207.23 ($223.32) 234.82
$226.96
1.63%
Add 77.39%
170,327
74,306
SPHQ 		Invesco S&P 500 Quality ETF2024-09-30Add
+0.40%
●
61.47 ($64.99) 67.35
$68.57
5.51%
Add 3.71%
7,280,618
260,719
VTEB 		Vanguard Tax-Exempt Bond ETF2024-09-30Add
+0.31%
●
49.93 ($50.68) 51.15
$50.54
-0.28%
Add 7.91%
3,618,618
265,307
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF2024-09-30Add
+0.24%
●
32.36 ($33.23) 33.78
$33.10
-0.39%
Add 9.15%
3,628,885
304,321
AMZN 		Amazon.com Inc2024-09-30Add
+0.24%
●
161.02 ($182.46) 200
$208.18
14.10%
Add 208.44%
82,567
55,798
BRK.B 		Berkshire Hathaway Inc2024-09-30New Buy
+0.24%
●
405.19 ($442.18) 478.57
$463.41
4.80%
New holding
22,697
22,697
VIGI 		Vanguard International Dividend Appreciation ETF2024-09-30Add
+0.18%
●
80.13 ($84.89) 88.89
$84.23
-0.78%
Add 5.31%
1,763,827
88,978

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Total Holding History ($B)

To

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Asset Allocation

To

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Hypothetical Growth since 2024-09-30

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Holdings Heat Map

Size field:

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Holdings Bubble Chart

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC News

  • 1

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