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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

13F
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Last update 2025-04-17 193 Stocks (11 new)
Value $5.36 Bil Turnover 14 %
Countries:
Top Holdings: VOO(17.41%)SPHQ(9.56%)VEA(6.82%)SPAB(5.60%)VTEB(4.29%)
Summary Stock Picks Current Portfolio
CLIFTONLARSONALLEN WEALTH ADVI... Top Holdings of 2025-03-31 View Full List
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
1,816,302
933,415.7
+15.58%
17.410
+2.35%
0.140
+17.21%
+7.08%
654,655.2
 
SPHQ
Invesco S&P 500 Quality ETF
7,723,962
512,407.7
+0.65%
9.560
+0.06%
4.200
+12.76%
+6.79%
14,054.3
 
VEA
Vanguard FTSE Developed Markets ETF
7,190,319
365,483.9
-4.82%
6.820
-0.34%
0.250
+16.01%
+20.43%
157,306.4
 
SPAB
SPDR Portfolio Aggregate Bond ETF
11,745,372
299,976.8
-8.39%
5.600
-0.52%
3.520
+2.09%
+3.31%
8,713.3
 
VTEB
Vanguard Tax-Exempt Bond ETF
4,630,555
229,768.1
+20.65%
4.290
+0.73%
0.610
+2.29%
-1.00%
35,537.2
 
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
5,038,144
167,467.9
+30.62%
3.120
+0.73%
1.760
+3.32%
+4.06%
10,079.9
 
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
1,738,592
144,198.8
-9.80%
2.690
-0.29%
1.900
+10.84%
+12.23%
8,106.7
 
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
1,267,831
129,547.0
+2.38%
2.420
+0.06%
1.090
+7.49%
+4.25%
11,599.7
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
3,004,000
122,443.0
+47.87%
2.280
+0.74%
1.120
+18.76%
-1.33%
11,652.8
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
1,964,943
116,717.6
+67.72%
2.180
+0.88%
0.360
+1.80%
+3.94%
31,515.5
 

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+2.35%
●
507.05 ($540.58) 563.67
$573.22
6.04%
Add 15.58%
1,816,302
244,811
MBB
iShares MBS ETF
2025-03-31
Add
Add
+1.57%
●
90.37 ($92.49) 94.08
$92.86
0.40%
Add 2003.02%
941,711
896,932
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-1.52%
●
95.85 ($97.76) 99.25
$98.05
0.30%
Reduce -84.38%
149,871
-809,545
TFI
SPDR Nuveen Bloomberg Municipal Bond ETF
SPDR Nuveen Bloomberg Municipal Bond ETF
2025-03-31
Reduce
Reduce
-1.19%
●
44.81 ($45.6) 46.22
$44.51
-2.39%
Reduce -76.03%
424,225
-1,345,794
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-1.08%
●
69.57 ($74.78) 78.65
$83.07
11.09%
Reduce -35.6%
1,437,549
-794,710
FLMI
Franklin Dynamic Municipal Bond ETF
2025-03-31
New Buy
New Buy
+0.94%
●
24.22 ($24.55) 24.86
$24.15
-1.63%
New holding
2,059,688
2,059,688
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
2025-03-31
Add
Add
+0.90%
●
25.12 ($25.65) 26.05
$24.51
-4.44%
Add 3137.65%
1,982,348
1,921,120
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.88%
●
57.44 ($58.5) 59.4
$59.15
1.11%
Add 67.72%
1,964,943
793,357
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-0.78%
●
58.07 ($58.36) 58.69
$58.49
0.22%
Reduce -96.93%
21,780
-688,098
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-03-31
Add
Add
+0.74%
●
40.03 ($44.05) 46.81
$43.96
-0.20%
Add 47.87%
3,004,000
972,530

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Total Holding History ($B)

To

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Asset Allocation

To

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-03-31

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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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