CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Q4 2024 Filing
Filed January 14, 2025
Portfolio Value
$4.2B
Holdings
190
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (190 positions)
| Stock | Value |
|---|---|
SPHQINVESCO EXCHANGE TRADED FD T | $514.4M |
VEAVANGUARD TAX-MANAGED FDS | $361.2M |
SPABSPDR SER TR | $320.4M |
VTEBVANGUARD MUN BD FDS | $192.4M |
AQLTISHARES TR | $156.9M |
VIGIVANGUARD WHITEHALL FDS | $154.2M |
IVWISHARES TR | $137.8M |
SPIBSPDR SER TR | $126.4M |
NOBLPROSHARES TR | $123.3M |
IVEISHARES TR | $121.4M |
MUBISHARES TR | $119.8M |
VWOVANGUARD INTL EQUITY INDEX F | $104.1M |
AGGISHARES TR | $93.0M |
SPSMSPDR SER TR | $91.3M |
SPYGSPDR SER TR | $82.1M |
SHMSPDR SER TR | $81.3M |
TFISPDR SER TR | $80.7M |
DFACDIMENSIONAL ETF TRUST | $70.8M |
VGITVANGUARD SCOTTSDALE FDS | $68.0M |
PZAINVESCO EXCH TRADED FD TR II | $63.8M |
SCHBSCHWAB STRATEGIC TR | $62.5M |
SCHGSCHWAB STRATEGIC TR | $61.8M |
IWYISHARES TR | $59.1M |
PFFISHARES TR | $56.5M |
IEMGISHARES INC | $45.6M |
AAPLAPPLE INC | $43.1M |
VGSHVANGUARD SCOTTSDALE FDS | $41.3M |
EOGEOG RES INC | $39.9M |
DFAXDIMENSIONAL ETF TRUST | $36.8M |
CWISPDR INDEX SHS FDS | $33.9M |
IJRISHARES TR | $32.8M |
SPLVINVESCO EXCH TRADED FD TR II | $25.3M |
AQLTISHARES TR | $24.0M |
SCHZSCHWAB STRATEGIC TR | $23.8M |
SCHVSCHWAB STRATEGIC TR | $23.3M |
IXUSISHARES TR | $20.7M |
JMSTJ P MORGAN EXCHANGE TRADED F | $19.8M |
USIGISHARES TR | $19.4M |
AMZNAMAZON COM INC | $18.9M |
JIREJ P MORGAN EXCHANGE TRADED F | $18.3M |
JPSTJ P MORGAN EXCHANGE TRADED F | $17.9M |
QUALISHARES TR | $17.7M |
ITOTISHARES TR | $17.2M |
SCHFSCHWAB STRATEGIC TR | $17.0M |
VTIVANGUARD INDEX FDS | $15.9M |
MSFTMICROSOFT CORP | $15.6M |
VEUVANGUARD INTL EQUITY INDEX F | $14.8M |
IBTGISHARES TR | $12.0M |
IWDISHARES TR | $11.9M |
IWFISHARES TR | $11.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $10.3M |
SDYSPDR SER TR | $10.1M |
ROKROCKWELL AUTOMATION INC | $9.6M |
NVDANVIDIA CORPORATION | $9.5M |
AQLTISHARES TR | $8.5M |
PGPROCTER AND GAMBLE CO | $7.9M |
IJHISHARES TR | $7.5M |
IWMISHARES TR | $7.4M |
SUSLISHARES TR | $7.4M |
VIGVANGUARD SPECIALIZED FUNDS | $6.1M |
SCHPSCHWAB STRATEGIC TR | $6.0M |
SPDWSPDR INDEX SHS FDS | $6.0M |
IBTHISHARES TR | $5.8M |
VUGVANGUARD INDEX FDS | $5.7M |
VTVANGUARD INTL EQUITY INDEX F | $5.2M |
IBDQISHARES TR | $4.9M |
GOOGLALPHABET INC | $4.6M |
VTVVANGUARD INDEX FDS | $4.4M |
IBMQISHARES TR | $4.1M |
MBBISHARES TR | $4.1M |
SCHOSCHWAB STRATEGIC TR | $4.1M |
ITMVANECK ETF TRUST | $3.8M |
ABBVABBVIE INC | $3.8M |
CEGCONSTELLATION ENERGY CORP | $3.8M |
IAUISHARES TR | $3.4M |
SCHMSCHWAB STRATEGIC TR | $3.4M |
IBMPISHARES TR | $3.3M |
XOMEXXON MOBIL CORP | $3.3M |
CMFISHARES TR | $3.2M |
AFLAFLAC INC | $3.2M |
SCHXSCHWAB STRATEGIC TR | $3.2M |
DVNDEVON ENERGY CORP NEW | $3.2M |
ESGDISHARES TR | $3.2M |
EAGGISHARES TR | $3.2M |
IUSBISHARES TR | $3.0M |
IBDRISHARES TR | $3.0M |
IBMOISHARES TR | $3.0M |
GOOGALPHABET INC | $2.9M |
SCHASCHWAB STRATEGIC TR | $2.9M |
JPMJPMORGAN CHASE & CO. | $2.8M |
DONWISDOMTREE TR | $2.8M |
VVVANGUARD INDEX FDS | $2.8M |
PRFZINVESCO EXCHANGE TRADED FD T | $2.7M |
NEENEXTERA ENERGY INC | $2.7M |
JNJJOHNSON & JOHNSON | $2.7M |
MRKMERCK & CO INC | $2.7M |
WMWASTE MGMT INC DEL | $2.6M |
EFAISHARES TR | $2.6M |
VGKVANGUARD INTL EQUITY INDEX F | $2.6M |
IBDSISHARES TR | $2.6M |
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