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)

StockValue
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
PreviousPage 2 of 2