CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Q4 2024 Filing
Filed January 14, 2025
Portfolio Value
$5.2T
Holdings
190
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (190 positions)
| Stock | Value |
|---|---|
EFAISHARES TR | $2.6B |
VGKVANGUARD INTL EQUITY INDEX F | $2.6B |
IBDSISHARES TR | $2.6B |
AQLTISHARES TR | $2.4B |
KOCOCA COLA CO | $2.4B |
IQLTISHARES TR | $2.4B |
IBTIISHARES TR | $2.4B |
SBACSBA COMMUNICATIONS CORP NEW | $2.4B |
MUSTCOLUMBIA ETF TR I | $2.2B |
PTYPIMCO CORPORATE & INCOME OPP | $2.2B |
EEMISHARES TR | $2.1B |
VBRVANGUARD INDEX FDS | $2.1B |
CVXCHEVRON CORP NEW | $2.1B |
AOAISHARES TR | $2.1B |
HDVISHARES TR | $1.9B |
PEOEXELON CORP | $1.9B |
AGGYWISDOMTREE TR | $1.9B |
PEPPEPSICO INC | $1.9B |
BNDVANGUARD BD INDEX FDS | $1.9B |
IBDTISHARES TR | $1.8B |
IBMRISHARES TR | $1.8B |
VPLVANGUARD INTL EQUITY INDEX F | $1.8B |
WMTWALMART INC | $1.7B |
IBDUISHARES TR | $1.7B |
SCHESCHWAB STRATEGIC TR | $1.7B |
RTXRTX CORPORATION | $1.6B |
HYMBSPDR SER TR | $1.6B |
EMBISHARES TR | $1.5B |
DISDISNEY WALT CO | $1.5B |
BACBANK AMERICA CORP | $1.4B |
RPGINVESCO EXCHANGE TRADED FD T | $1.4B |
DGROISHARES TR | $1.4B |
USCIUNITED STS COMMODITY INDEX F | $1.3B |
IBMSISHARES TR | $1.3B |
ESMLISHARES TR | $1.3B |
VXUSVANGUARD STAR FDS | $1.3B |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $1.2B |
GISGENERAL MLS INC | $1.2B |
ABTABBOTT LABS | $1.2B |
DFUSDIMENSIONAL ETF TRUST | $1.2B |
IEFISHARES TR | $1.1B |
IBDVISHARES TR | $1.1B |
NADNUVEEN QUALITY MUNCP INCOME | $1.1B |
IBDWISHARES TR | $987.6M |
EFGISHARES TR | $975.6M |
IBMSISHARES TR | $965.5M |
IBDXISHARES TR | $964.1M |
VCSHVANGUARD SCOTTSDALE FDS | $949.5M |
AORISHARES TR | $946.0M |
IWRISHARES TR | $944.1M |
EFVISHARES TR | $919.5M |
AEMAGNICO EAGLE MINES LTD | $918.1M |
IBDYISHARES TR | $906.5M |
SHYDVANECK ETF TRUST | $865.8M |
DFUVDIMENSIONAL ETF TRUST | $863.1M |
LDEMISHARES TR | $797.0M |
BGRNISHARES TR | $778.5M |
ENBENBRIDGE INC | $670.6M |
WPMWHEATON PRECIOUS METALS CORP | $668.6M |
NMZNUVEEN MUN HIGH INCOME OPPOR | $647.6M |
IAU*ISHARES GOLD TR | $637.3M |
PCGPG&E CORP | $629.1M |
IBTOISHARES TR | $616.9M |
ETENERGY TRANSFER L P | $611.8M |
FNDFSCHWAB STRATEGIC TR | $607.9M |
CSCOCISCO SYS INC | $604.1M |
EPDENTERPRISE PRODS PARTNERS L | $564.5M |
BACVERIZON COMMUNICATIONS INC | $525.0M |
ICSHISHARES TR | $510.1M |
SPIPSPDR SER TR | $419.9M |
AGZDWISDOMTREE TR | $408.5M |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $402.7M |
IBDZISHARES TR | $393.1M |
PFEPFIZER INC | $389.0M |
AGIALAMOS GOLD INC NEW | $379.0M |
FNDXSCHWAB STRATEGIC TR | $378.7M |
RVTROYCE SMALL CAP TRUST INC | $366.9M |
MATWMATTHEWS INTL CORP | $353.5M |
HEFAISHARES TR | $351.0M |
IBTKISHARES TR | $339.8M |
PMLPIMCO MUN INCOME FD II | $323.6M |
COMTISHARES U S ETF TR | $290.2M |
RQICOHEN & STEERS QUALITY INCOM | $283.7M |
PWZINVESCO EXCH TRADED FD TR II | $255.1M |
MLNVANECK ETF TRUST | $249.5M |
TAT&T INC | $235.3M |
INTCINTEL CORP | $233.5M |
IBTLISHARES TR | $227.7M |
IBMSISHARES TR | $227.0M |
BTTBLACKROCK MUN TARGET TERM TR | $223.5M |
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