CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$5.4B

Holdings

194

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (194 positions)

#	Stock	Shares	Value	% Portfolio
101	SCHXSCHWAB STRATEGIC TR	127,185	$2.8M	0.05%
102	VGKVANGUARD INTL EQUITY INDEX F	39,771	$2.8M	0.05%
103	IBMSISHARES TR	126,863	$2.8M	0.05%
104	DONWISDOMTREE TR	54,140	$2.7M	0.05%
105	VVVANGUARD INDEX FDS	10,393	$2.7M	0.05%
106	SBACSBA COMMUNICATIONS CORP NEW	11,559	$2.5M	0.05%
107	AQLTISHARES TR	18,595	$2.5M	0.05%
108	EFAISHARES TR	30,528	$2.5M	0.05%
109	NEENEXTERA ENERGY INC	33,827	$2.4M	0.04%
110	PEOEXELON CORP	51,644	$2.4M	0.04%
111	KOCOCA COLA CO	32,719	$2.3M	0.04%
112	MLNVANECK ETF TRUST	131,091	$2.3M	0.04%
113	MRKMERCK & CO INC	25,045	$2.2M	0.04%
114	VXUSVANGUARD STAR FDS	36,026	$2.2M	0.04%
115	IBDTISHARES TR	87,731	$2.2M	0.04%
116	MUSTCOLUMBIA ETF TR I	109,039	$2.2M	0.04%
117	PTYPIMCO CORPORATE & INCOME OPP	151,374	$2.2M	0.04%
118	GOOGALPHABET INC	13,823	$2.2M	0.04%
119	PRFZINVESCO EXCHANGE TRADED FD T	56,822	$2.2M	0.04%
120	JNJJOHNSON & JOHNSON	12,935	$2.1M	0.04%
121	AFLAFLAC INC	19,035	$2.1M	0.04%
122	AOAISHARES TR	27,631	$2.1M	0.04%
123	IBMRISHARES TR	83,819	$2.1M	0.04%
124	HDVISHARES TR	17,215	$2.1M	0.04%
125	CVXCHEVRON CORP NEW	11,993	$2.0M	0.04%
126	VBRVANGUARD INDEX FDS	10,206	$1.9M	0.04%
127	IBDUISHARES TR	81,507	$1.9M	0.04%
128	BGRNISHARES TR	39,533	$1.9M	0.03%
129	RTXRTX CORPORATION	13,995	$1.9M	0.03%
130	VPLVANGUARD INTL EQUITY INDEX F	24,760	$1.8M	0.03%
131	BNDVANGUARD BD INDEX FDS	23,085	$1.7M	0.03%
132	EMBISHARES TR	18,200	$1.6M	0.03%
133	SCHESCHWAB STRATEGIC TR	59,030	$1.6M	0.03%
134	EEMISHARES TR	36,125	$1.6M	0.03%
135	BACBANK AMERICA CORP	37,567	$1.6M	0.03%
136	IBTOISHARES TR	62,223	$1.6M	0.03%
137	WMTWALMART INC	17,373	$1.5M	0.03%
138	AGGYWISDOMTREE TR	34,080	$1.5M	0.03%
139	USCIUNITED STS COMMODITY INDEX F	20,031	$1.4M	0.03%
140	DGROISHARES TR	23,302	$1.4M	0.03%
141	ABTABBOTT LABS	10,584	$1.4M	0.03%
142	DISDISNEY WALT CO	13,679	$1.4M	0.03%
143	ESMLISHARES TR	34,970	$1.3M	0.03%
144	RPGINVESCO EXCHANGE TRADED FD T	33,980	$1.3M	0.02%
145	VGSHVANGUARD SCOTTSDALE FDS	21,780	$1.3M	0.02%
146	IBDVISHARES TR	55,287	$1.2M	0.02%
147	XNEAXNUVEEN AMT FREE QLTY MUN INC	102,098	$1.1M	0.02%
148	IBMSISHARES TR	44,218	$1.1M	0.02%
149	IBDWISHARES TR	53,892	$1.1M	0.02%
150	NADNUVEEN QUALITY MUNCP INCOME	94,123	$1.1M	0.02%
151	DFUSDIMENSIONAL ETF TRUST	17,771	$1.1M	0.02%
152	LDEMISHARES TR	21,025	$1.0M	0.02%
153	EFVISHARES TR	16,578	$977K	0.02%
154	VCSHVANGUARD SCOTTSDALE FDS	12,171	$961K	0.02%
155	IBDXISHARES TR	38,013	$950K	0.02%
156	AORISHARES TR	16,390	$944K	0.02%
157	WPMWHEATON PRECIOUS METALS CORP	11,888	$923K	0.02%
158	IWRISHARES TR	10,680	$909K	0.02%
159	DFUVDIMENSIONAL ETF TRUST	21,139	$871K	0.02%
160	HIMUBLACKROCK ETF TRUST II	17,145	$849K	0.02%
161	CSCOCISCO SYS INC	12,974	$801K	0.01%
162	IBTKISHARES TR	38,811	$763K	0.01%
163	IAU*ISHARES GOLD TR	12,901	$761K	0.01%
164	MDLZMONDELEZ INTL INC	10,862	$737K	0.01%
165	ENBENBRIDGE INC	16,324	$723K	0.01%
166	IEURISHARES TR	11,300	$680K	0.01%
167	NMZNUVEEN MUN HIGH INCOME OPPOR	59,911	$654K	0.01%
168	EPDENTERPRISE PRODS PARTNERS L	18,000	$615K	0.01%
169	IUSBISHARES TR	12,747	$587K	0.01%
170	ETENERGY TRANSFER L P	31,331	$582K	0.01%
171	PCGPG&E CORP	33,014	$567K	0.01%
172	AGIALAMOS GOLD INC NEW	20,552	$550K	0.01%
173	FNDFSCHWAB STRATEGIC TR	14,918	$539K	0.01%
174	ITMVANECK ETF TRUST	10,289	$468K	0.01%
175	SPIPSPDR SER TR	16,589	$438K	0.01%
176	AGZDWISDOMTREE TR	18,188	$407K	0.01%
177	IBDZISHARES TR	15,445	$398K	0.01%
178	HEFAISHARES TR	10,101	$367K	0.01%
179	IBTPISHARES TR	13,875	$356K	0.01%
180	TAT&T INC	12,127	$343K	0.01%
181	RVTROYCE SMALL CAP TRUST INC	23,224	$331K	0.01%
182	SCHDSCHWAB STRATEGIC TR	11,618	$325K	0.01%
183	PMLPIMCO MUN INCOME FD II	40,000	$324K	0.01%
184	PFEPFIZER INC	12,550	$318K	0.01%
185	SHYDVANECK ETF TRUST	13,724	$309K	0.01%
186	INTCINTEL CORP	13,087	$297K	0.01%
187	RQICOHEN & STEERS QUALITY INCOM	23,179	$291K	0.01%
188	MATWMATTHEWS INTL CORP	12,771	$284K	0.01%
189	COMTISHARES U S ETF TR	10,362	$274K	0.01%
190	FNDXSCHWAB STRATEGIC TR	10,634	$251K	0.00%
191	IBMSISHARES TR	10,223	$234K	0.00%
192	IBTLISHARES TR	11,498	$234K	0.00%
193	BTTBLACKROCK MUN TARGET TERM TR	10,857	$230K	0.00%
194	ETHEGRAYSCALE ETHEREUM TRUST ETF	14,372	$219K	0.00%

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