CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Q4 2024 Filing
Filed January 14, 2025
Portfolio Value
$5160.0T
Holdings
190
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (190 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EFAISHARES TR | 34,096 | $2.6T | 0.05% | |
| 102 | VGKVANGUARD INTL EQUITY INDEX F | 40,512 | $2.6T | 0.05% | |
| 103 | IBDSISHARES TR | 106,654 | $2.6T | 0.05% | |
| 104 | AQLTISHARES TR | 18,595 | $2.4T | 0.05% | |
| 105 | KOCOCA COLA CO | 38,440 | $2.4T | 0.05% | |
| 106 | IQLTISHARES TR | 64,070 | $2.4T | 0.05% | |
| 107 | IBTIISHARES TR | 108,069 | $2.4T | 0.05% | |
| 108 | SBACSBA COMMUNICATIONS CORP NEW | 11,559 | $2.4T | 0.05% | |
| 109 | MUSTCOLUMBIA ETF TR I | 109,039 | $2.2T | 0.04% | |
| 110 | PTYPIMCO CORPORATE & INCOME OPP | 151,374 | $2.2T | 0.04% | |
| 111 | EEMISHARES TR | 51,273 | $2.1T | 0.04% | |
| 112 | VBRVANGUARD INDEX FDS | 10,750 | $2.1T | 0.04% | |
| 113 | CVXCHEVRON CORP NEW | 14,257 | $2.1T | 0.04% | |
| 114 | AOAISHARES TR | 26,921 | $2.1T | 0.04% | |
| 115 | HDVISHARES TR | 17,049 | $1.9T | 0.04% | |
| 116 | PEOEXELON CORP | 50,139 | $1.9T | 0.04% | |
| 117 | AGGYWISDOMTREE TR | 43,548 | $1.9T | 0.04% | |
| 118 | PEPPEPSICO INC | 12,226 | $1.9T | 0.04% | |
| 119 | BNDVANGUARD BD INDEX FDS | 25,839 | $1.9T | 0.04% | |
| 120 | IBDTISHARES TR | 71,510 | $1.8T | 0.03% | |
| 121 | IBMRISHARES TR | 71,010 | $1.8T | 0.03% | |
| 122 | VPLVANGUARD INTL EQUITY INDEX F | 24,759 | $1.8T | 0.03% | |
| 123 | WMTWALMART INC | 19,067 | $1.7T | 0.03% | |
| 124 | IBDUISHARES TR | 75,433 | $1.7T | 0.03% | |
| 125 | SCHESCHWAB STRATEGIC TR | 63,178 | $1.7T | 0.03% | |
| 126 | RTXRTX CORPORATION | 13,972 | $1.6T | 0.03% | |
| 127 | HYMBSPDR SER TR | 61,228 | $1.6T | 0.03% | |
| 128 | EMBISHARES TR | 17,392 | $1.5T | 0.03% | |
| 129 | DISDISNEY WALT CO | 13,050 | $1.5T | 0.03% | |
| 130 | BACBANK AMERICA CORP | 32,039 | $1.4T | 0.03% | |
| 131 | RPGINVESCO EXCHANGE TRADED FD T | 33,980 | $1.4T | 0.03% | |
| 132 | DGROISHARES TR | 22,098 | $1.4T | 0.03% | |
| 133 | USCIUNITED STS COMMODITY INDEX F | 20,031 | $1.3T | 0.03% | |
| 134 | IBMSISHARES TR | 60,610 | $1.3T | 0.03% | |
| 135 | ESMLISHARES TR | 30,563 | $1.3T | 0.02% | |
| 136 | VXUSVANGUARD STAR FDS | 21,259 | $1.3T | 0.02% | |
| 137 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 109,591 | $1.2T | 0.02% | |
| 138 | GISGENERAL MLS INC | 18,827 | $1.2T | 0.02% | |
| 139 | ABTABBOTT LABS | 10,563 | $1.2T | 0.02% | |
| 140 | DFUSDIMENSIONAL ETF TRUST | 18,178 | $1.2T | 0.02% | |
| 141 | IEFISHARES TR | 12,423 | $1.1T | 0.02% | |
| 142 | IBDVISHARES TR | 51,847 | $1.1T | 0.02% | |
| 143 | NADNUVEEN QUALITY MUNCP INCOME | 94,123 | $1.1T | 0.02% | |
| 144 | IBDWISHARES TR | 48,532 | $987.6B | 0.02% | |
| 145 | EFGISHARES TR | 10,075 | $975.6B | 0.02% | |
| 146 | IBMSISHARES TR | 38,063 | $965.5B | 0.02% | |
| 147 | IBDXISHARES TR | 39,221 | $964.1B | 0.02% | |
| 148 | VCSHVANGUARD SCOTTSDALE FDS | 12,171 | $949.5B | 0.02% | |
| 149 | AORISHARES TR | 16,504 | $946.0B | 0.02% | |
| 150 | IWRISHARES TR | 10,680 | $944.1B | 0.02% | |
| 151 | EFVISHARES TR | 17,525 | $919.5B | 0.02% | |
| 152 | AEMAGNICO EAGLE MINES LTD | 11,739 | $918.1B | 0.02% | |
| 153 | IBDYISHARES TR | 36,116 | $906.5B | 0.02% | |
| 154 | SHYDVANECK ETF TRUST | 38,513 | $865.8B | 0.02% | |
| 155 | DFUVDIMENSIONAL ETF TRUST | 21,092 | $863.1B | 0.02% | |
| 156 | LDEMISHARES TR | 17,567 | $797.0B | 0.02% | |
| 157 | BGRNISHARES TR | 16,699 | $778.5B | 0.02% | |
| 158 | ENBENBRIDGE INC | 15,804 | $670.6B | 0.01% | |
| 159 | WPMWHEATON PRECIOUS METALS CORP | 11,888 | $668.6B | 0.01% | |
| 160 | NMZNUVEEN MUN HIGH INCOME OPPOR | 59,911 | $647.6B | 0.01% | |
| 161 | IAU*ISHARES GOLD TR | 12,873 | $637.3B | 0.01% | |
| 162 | PCGPG&E CORP | 31,172 | $629.1B | 0.01% | |
| 163 | IBTOISHARES TR | 26,107 | $616.9B | 0.01% | |
| 164 | ETENERGY TRANSFER L P | 31,231 | $611.8B | 0.01% | |
| 165 | FNDFSCHWAB STRATEGIC TR | 18,305 | $607.9B | 0.01% | |
| 166 | CSCOCISCO SYS INC | 10,205 | $604.1B | 0.01% | |
| 167 | EPDENTERPRISE PRODS PARTNERS L | 18,000 | $564.5B | 0.01% | |
| 168 | BACVERIZON COMMUNICATIONS INC | 13,127 | $525.0B | 0.01% | |
| 169 | ICSHISHARES TR | 10,114 | $510.1B | 0.01% | |
| 170 | SPIPSPDR SER TR | 16,589 | $419.9B | 0.01% | |
| 171 | AGZDWISDOMTREE TR | 18,188 | $408.5B | 0.01% | |
| 172 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 14,372 | $402.7B | 0.01% | |
| 173 | IBDZISHARES TR | 15,445 | $393.1B | 0.01% | |
| 174 | PFEPFIZER INC | 14,663 | $389.0B | 0.01% | |
| 175 | AGIALAMOS GOLD INC NEW | 20,552 | $379.0B | 0.01% | |
| 176 | FNDXSCHWAB STRATEGIC TR | 15,991 | $378.7B | 0.01% | |
| 177 | RVTROYCE SMALL CAP TRUST INC | 23,224 | $366.9B | 0.01% | |
| 178 | MATWMATTHEWS INTL CORP | 12,771 | $353.5B | 0.01% | |
| 179 | HEFAISHARES TR | 10,101 | $351.0B | 0.01% | |
| 180 | IBTKISHARES TR | 17,705 | $339.8B | 0.01% | |
| 181 | PMLPIMCO MUN INCOME FD II | 40,000 | $323.6B | 0.01% | |
| 182 | COMTISHARES U S ETF TR | 11,466 | $290.2B | 0.01% | |
| 183 | RQICOHEN & STEERS QUALITY INCOM | 23,179 | $283.7B | 0.01% | |
| 184 | PWZINVESCO EXCH TRADED FD TR II | 10,326 | $255.1B | 0.00% | |
| 185 | MLNVANECK ETF TRUST | 13,953 | $249.5B | 0.00% | |
| 186 | TAT&T INC | 10,335 | $235.3B | 0.00% | |
| 187 | INTCINTEL CORP | 11,647 | $233.5B | 0.00% | |
| 188 | IBTLISHARES TR | 11,498 | $227.7B | 0.00% | |
| 189 | IBMSISHARES TR | 10,223 | $227.0B | 0.00% | |
| 190 | BTTBLACKROCK MUN TARGET TERM TR | 10,857 | $223.5B | 0.00% |
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