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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC13F | |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | |
| Last update 2025-07-21 | 202 Stocks (17 new) |
| Value $5.96 Bil | Turnover 7 % |
CLIFTONLARSONALLEN WEALTH ADVI... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 1,985,564 | 1,127,859.9 | +9.32% | 18.920 | +1.61% | 0.170 | +19.71% | +7.97% | 658,032.1 | ||
SPHQ | Invesco S&P 500 Quality ETF | 8,043,049 | 573,147.6 | +4.13% | 9.610 | +0.38% | 4.040 | +13.48% | +7.55% | 14,565.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 7,576,249 | 431,922.0 | +5.37% | 7.250 | +0.37% | 0.270 | +12.11% | +21.29% | 160,177.0 | ||
SPAB | SPDR Portfolio Aggregate Bond ETF | 12,634,914 | 323,453.8 | +7.57% | 5.430 | +0.38% | 3.760 | +2.12% | +3.80% | 8,539.4 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 5,046,259 | 247,418.1 | +8.98% | 4.150 | +0.34% | 0.690 | +1.17% | -1.44% | 35,727.7 | ||
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 5,512,775 | 185,119.0 | +9.42% | 3.110 | +0.27% | 1.820 | +3.06% | +4.65% | 10,458.2 | ||
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 1,835,873 | 165,448.9 | +5.60% | 2.780 | +0.15% | 1.980 | +7.27% | +12.60% | 8,306.7 | ||
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 3,167,590 | 134,939.3 | +5.45% | 2.260 | +0.12% | 1.180 | +17.14% | -1.27% | 11,781.0 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 2,697,697 | 133,428.1 | +6.78% | 2.240 | +0.14% | 0.160 | +15.62% | +15.71% | 85,768.1 | ||
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 1,292,490 | 130,153.7 | +1.94% | 2.180 | +0.04% | 1.150 | +7.49% | +5.57% | 11,620.9 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +1.61% | 456.74 ($525.37) 568.03 | $577.95 | 10.01% | Add 9.32% | 1,985,564 | 169,262 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-06-30 | Add Add | +0.41% | 152.42 ($172.55) 182.82 | $184.83 | 7.12% | Add 58.01% | 363,535 | 133,457 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +0.41% | 243.75 ($281.15) 303.93 | $309.80 | 10.19% | Add 86.86% | 175,403 | 81,534 | |
SPHQ | Invesco S&P 500 Quality ETF | 2025-06-30 | Add Add | +0.38% | 59.24 ($67.61) 71.39 | $71.70 | 6.05% | Add 4.13% | 8,043,049 | 319,087 | |
SPAB | SPDR Portfolio Aggregate Bond ETF | 2025-06-30 | Add Add | +0.38% | 24.98 ($25.28) 25.66 | $25.43 | 0.59% | Add 7.57% | 12,634,914 | 889,542 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Add Add | +0.37% | 45.65 ($53.52) 57.01 | $57.28 | 7.03% | Add 5.37% | 7,576,249 | 385,930 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-06-30 | Add Add | +0.34% | 48.13 ($48.86) 49.85 | $48.60 | -0.53% | Add 8.98% | 5,046,259 | 415,704 | |
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 2025-06-30 | Add Add | +0.27% | 32.62 ($33.11) 33.58 | $33.52 | 1.24% | Add 9.42% | 5,512,775 | 474,631 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-06-30 | Add Add | +0.26% | 20.42 ($23.64) 25.3 | $26.20 | 10.83% | Add 311.52% | 827,634 | 626,518 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Reduce Reduce | -0.23% | 67.83 ($79.31) 84.09 | $83.49 | 5.27% | Reduce -11.53% | 1,271,801 | -165,748 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Total Holding History ($B)
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Asset Allocation
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-06-30
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Holdings Heat Map
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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Holdings Bubble Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC News
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