- New Purchases: QUAL, VGLT, EFAV, GOVT, IBND, EMR, IEI, SHV, HEFA, USCI, BNDX, FFTY,
- Added Positions: JPST, VGK, VEU, VIG, VTEB, IQLT, VCIT, MUB, VCLT, AGG, PFF, SCHZ, IVV, USMV, TFI, IXUS, CWI, VEA, SPLV, VTI, NAD, USIG, SHY, NMZ, HEZU, DGRO, BSV, IGSB, MBB, DVYE, NZF, ORCL, XLU, SBUX, SHYG, BAC,
- Reduced Positions: AAPL, BND, SUB, IVW, VOO, ROK, IEFA, NOBL, IVE, SCHG, IEMG, IJH, ITOT, DVN, FLOT, SHM, MSFT, IWF, EFA, SCHM, SDY, SPY, SCHF, VWO, PFE, CVX, T, MRK, VTV, KO, IWM, IWR, EEM, DVY, PRFZ, XOM, VUG, WBA, BMY, VZ, VCSH, SCHH, FNDF, CSCO, MATW, IDV, IWD, FGD,
- Sold Out: VGT, BA, IBM, RTX, MDLZ, OTIS, BKLN, MO, WFC, CARR, SPYV,
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- ISHARES TRUST (MUB) - 959,050 shares, 6.60% of the total portfolio. Shares added by 3.59%
- ISHARES TRUST (AGG) - 904,867 shares, 6.35% of the total portfolio. Shares added by 2.11%
- ISHARES TRUST (QUAL) - 983,079 shares, 6.06% of the total portfolio. New Position
- ISHARES TRUST (IEFA) - 1,639,737 shares, 5.87% of the total portfolio. Shares reduced by 3.64%
- ISHARES TRUST (IVW) - 385,099 shares, 5.29% of the total portfolio. Shares reduced by 11.33%
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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