Cliftonlarsonallen Wealth Advisors, Llc Buys ISHARES TRUST, Vanguard Long-Term Government Bond ETF, JP MORGAN ETF TRUS, Sells Apple Inc, VANGUARD WORLD FDS, Vanguard Total Bond Market ETF

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Minneapolis, MN, based Investment company Cliftonlarsonallen Wealth Advisors, Llc (Current Portfolio) buys ISHARES TRUST, Vanguard Long-Term Government Bond ETF, JP MORGAN ETF TRUS, VANGUARD INTL EQUI, ISHARES TRUST, sells Apple Inc, VANGUARD WORLD FDS, Vanguard Total Bond Market ETF, ISHARES TRUST, Rockwell Automation Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Cliftonlarsonallen Wealth Advisors, Llc. As of 2020Q3, Cliftonlarsonallen Wealth Advisors, Llc owns 130 stocks with a total value of $1.7 billion. These are the details of the buys and sells.

For the details of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cliftonlarsonallen+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
  1. ISHARES TRUST (MUB) - 959,050 shares, 6.60% of the total portfolio. Shares added by 3.59%
  2. ISHARES TRUST (AGG) - 904,867 shares, 6.35% of the total portfolio. Shares added by 2.11%
  3. ISHARES TRUST (QUAL) - 983,079 shares, 6.06% of the total portfolio. New Position
  4. ISHARES TRUST (IEFA) - 1,639,737 shares, 5.87% of the total portfolio. Shares reduced by 3.64%
  5. ISHARES TRUST (IVW) - 385,099 shares, 5.29% of the total portfolio. Shares reduced by 11.33%
New Purchase: ISHARES TRUST (QUAL)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in ISHARES TRUST. The purchase prices were between $96.43 and $110.16, with an estimated average price of $102.38. The stock is now traded at around $108.51. The impact to a portfolio due to this purchase was 6.06%. The holding were 983,079 shares as of .

New Purchase: Vanguard Long-Term Government Bond ETF (VGLT)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in Vanguard Long-Term Government Bond ETF. The purchase prices were between $98.44 and $104.5, with an estimated average price of $101.1. The stock is now traded at around $98.57. The impact to a portfolio due to this purchase was 1.6%. The holding were 271,050 shares as of .

New Purchase: ISHARES TRUST (EFAV)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in ISHARES TRUST. The purchase prices were between $66.21 and $69.64, with an estimated average price of $68.07. The stock is now traded at around $69.31. The impact to a portfolio due to this purchase was 0.9%. The holding were 223,502 shares as of .

New Purchase: ISHARES TRUST (GOVT)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in ISHARES TRUST. The purchase prices were between $27.79 and $28.25, with an estimated average price of $27.99. The stock is now traded at around $27.83. The impact to a portfolio due to this purchase was 0.53%. The holding were 316,911 shares as of .

New Purchase: SPDR SERIES TRUST (IBND)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in SPDR SERIES TRUST. The purchase prices were between $33.7 and $36.24, with an estimated average price of $35.45. The stock is now traded at around $35.91. The impact to a portfolio due to this purchase was 0.32%. The holding were 153,123 shares as of .

New Purchase: Emerson Electric Co (EMR)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in Emerson Electric Co. The purchase prices were between $59.47 and $71.79, with an estimated average price of $65.86. The stock is now traded at around $69.27. The impact to a portfolio due to this purchase was 0.08%. The holding were 19,468 shares as of .

Added: JP MORGAN ETF TRUS (JPST)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in JP MORGAN ETF TRUS by 61.98%. The purchase prices were between $50.71 and $50.88, with an estimated average price of $50.81. The stock is now traded at around $50.79. The impact to a portfolio due to this purchase was 1.43%. The holding were 1,244,212 shares as of .

Added: VANGUARD INTL EQUI (VGK)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in VANGUARD INTL EQUI by 1886.21%. The purchase prices were between $50.71 and $55.18, with an estimated average price of $53.38. The stock is now traded at around $54.05. The impact to a portfolio due to this purchase was 1.23%. The holding were 413,132 shares as of .

Added: VANGUARD INTL EQUI (VEU)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in VANGUARD INTL EQUI by 22.01%. The purchase prices were between $47.85 and $52.43, with an estimated average price of $50.71. The stock is now traded at around $52.08. The impact to a portfolio due to this purchase was 0.57%. The holding were 1,061,731 shares as of .

Added: VANGUARD MUNICIPAL (VTEB)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in VANGUARD MUNICIPAL by 20.83%. The purchase prices were between $54.07 and $55.05, with an estimated average price of $54.57. The stock is now traded at around $54.16. The impact to a portfolio due to this purchase was 0.32%. The holding were 570,651 shares as of .

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 23.67%. The purchase prices were between $95.12 and $97.1, with an estimated average price of $96.15. The stock is now traded at around $96.14. The impact to a portfolio due to this purchase was 0.26%. The holding were 238,167 shares as of .

Added: Vanguard Long-Term Corporate Bond ETF (VCLT)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in Vanguard Long-Term Corporate Bond ETF by 27.68%. The purchase prices were between $106.7 and $112.96, with an estimated average price of $109.2. The stock is now traded at around $107.53. The impact to a portfolio due to this purchase was 0.22%. The holding were 162,774 shares as of .

Sold Out: VANGUARD WORLD FDS (VGT)

Cliftonlarsonallen Wealth Advisors, Llc sold out a holding in VANGUARD WORLD FDS. The sale prices were between $279.37 and $338.36, with an estimated average price of $301.01.

Sold Out: Boeing Co (BA)

Cliftonlarsonallen Wealth Advisors, Llc sold out a holding in Boeing Co. The sale prices were between $146.05 and $187.94, with an estimated average price of $170.6.

Sold Out: International Business Machines Corp (IBM)

Cliftonlarsonallen Wealth Advisors, Llc sold out a holding in International Business Machines Corp. The sale prices were between $115.71 and $128.67, with an estimated average price of $123.08.

Sold Out: Raytheon Technologies Corp (RTX)

Cliftonlarsonallen Wealth Advisors, Llc sold out a holding in Raytheon Technologies Corp. The sale prices were between $56.68 and $64.29, with an estimated average price of $60.9.

Sold Out: Otis Worldwide Corp (OTIS)

Cliftonlarsonallen Wealth Advisors, Llc sold out a holding in Otis Worldwide Corp. The sale prices were between $55.78 and $65.34, with an estimated average price of $61.1.

Sold Out: Invesco Senior Loan ETF (BKLN)

Cliftonlarsonallen Wealth Advisors, Llc sold out a holding in Invesco Senior Loan ETF. The sale prices were between $21.18 and $22.03, with an estimated average price of $21.64.



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