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 | Value |
|---|---|
VOOVANGUARD INDEX FDS | $933.4M |
SPHQINVESCO EXCHANGE TRADED FD T | $512.4M |
VEAVANGUARD TAX-MANAGED FDS | $365.5M |
SPABSPDR SER TR | $300.0M |
VTEBVANGUARD MUN BD FDS | $229.8M |
SPIBSPDR SER TR | $167.5M |
VIGIVANGUARD WHITEHALL FDS | $144.2M |
NOBLPROSHARES TR | $129.5M |
SPSMSPDR SER TR | $122.4M |
VGITVANGUARD SCOTTSDALE FDS | $116.7M |
VWOVANGUARD INTL EQUITY INDEX F | $114.3M |
AQLTISHARES TR | $108.8M |
IVEISHARES TR | $106.2M |
IVWISHARES TR | $100.4M |
MBBISHARES TR | $88.3M |
PZAINVESCO EXCH TRADED FD TR II | $85.2M |
MUBISHARES TR | $84.6M |
SPYGSPDR SER TR | $75.7M |
SHMSPDR SER TR | $71.8M |
DFACDIMENSIONAL ETF TRUST | $66.0M |
PFFISHARES TR | $57.9M |
SCHBSCHWAB STRATEGIC TR | $55.1M |
SCHGSCHWAB STRATEGIC TR | $53.3M |
FLMIFRANKLIN TEMPLETON ETF TR | $50.3M |
HYMBSPDR SER TR | $50.0M |
IVVISHARES TR | $45.1M |
IWYISHARES TR | $43.2M |
IEMGISHARES INC | $42.4M |
EOGEOG RES INC | $41.6M |
QUALISHARES TR | $39.3M |
AAPLAPPLE INC | $38.2M |
DFAXDIMENSIONAL ETF TRUST | $37.5M |
CWISPDR INDEX SHS FDS | $35.1M |
IQLTISHARES TR | $32.9M |
SPLVINVESCO EXCH TRADED FD TR II | $27.8M |
IGEBISHARES TR | $27.5M |
JIREJ P MORGAN EXCHANGE TRADED F | $26.8M |
VTIVANGUARD INDEX FDS | $25.8M |
AQLTISHARES TR | $24.6M |
SCHZSCHWAB STRATEGIC TR | $23.6M |
IEIISHARES TR | $20.8M |
SCHVSCHWAB STRATEGIC TR | $20.6M |
IXUSISHARES TR | $19.5M |
JPSTJ P MORGAN EXCHANGE TRADED F | $19.3M |
TFISPDR SER TR | $19.1M |
JMSTJ P MORGAN EXCHANGE TRADED F | $18.9M |
DYNFBLACKROCK ETF TRUST | $18.4M |
IJRISHARES TR | $18.0M |
SPYSPDR S&P 500 ETF TR | $16.6M |
IBTGISHARES TR | $15.4M |
IEFISHARES TR | $15.0M |
AGGISHARES TR | $14.8M |
ITOTISHARES TR | $14.7M |
MSFTMICROSOFT CORP | $14.6M |
SCHFSCHWAB STRATEGIC TR | $14.3M |
VEUVANGUARD INTL EQUITY INDEX F | $13.8M |
HYGISHARES TR | $13.8M |
AMZNAMAZON COM INC | $13.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $12.1M |
IWDISHARES TR | $11.5M |
IWFISHARES TR | $9.3M |
SDYSPDR SER TR | $9.0M |
ROKROCKWELL AUTOMATION INC | $8.6M |
NVDANVIDIA CORPORATION | $8.4M |
IBTHISHARES TR | $8.4M |
SUSLISHARES TR | $7.8M |
EAGGISHARES TR | $7.6M |
AQLTISHARES TR | $7.5M |
USIGISHARES TR | $7.1M |
SUBISHARES TR | $7.1M |
SHYMBLACKROCK ETF TRUST II | $6.7M |
IJHISHARES TR | $6.5M |
SCHPSCHWAB STRATEGIC TR | $6.3M |
VIGVANGUARD SPECIALIZED FUNDS | $5.7M |
PGPROCTER AND GAMBLE CO | $5.7M |
SPDWSPDR INDEX SHS FDS | $5.6M |
IBDQISHARES TR | $5.5M |
IWMISHARES TR | $5.4M |
VTVANGUARD INTL EQUITY INDEX F | $5.1M |
VUGVANGUARD INDEX FDS | $5.0M |
SCHASCHWAB STRATEGIC TR | $4.7M |
ABBVABBVIE INC | $4.5M |
VTVVANGUARD INDEX FDS | $4.5M |
IBMQISHARES TR | $4.4M |
ESGDISHARES TR | $4.1M |
SCHOSCHWAB STRATEGIC TR | $4.1M |
IBMPISHARES TR | $4.0M |
GOOGLALPHABET INC | $4.0M |
IAUISHARES TR | $4.0M |
IBTIISHARES TR | $3.9M |
CMFISHARES TR | $3.8M |
DVNDEVON ENERGY CORP NEW | $3.7M |
IBMOISHARES TR | $3.7M |
XOMEXXON MOBIL CORP | $3.6M |
IBDRISHARES TR | $3.5M |
JPMJPMORGAN CHASE & CO. | $3.5M |
CEGCONSTELLATION ENERGY CORP | $3.5M |
SCHMSCHWAB STRATEGIC TR | $3.2M |
WMWASTE MGMT INC DEL | $3.1M |
IBDSISHARES TR | $2.8M |
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