Cliftonlarsonallen Wealth Advisors, Llc Buys ProShares S&P 500 Dividend Aristocrats, iShares Core S&P 500, SPDR S&P 500, Sells iShares 3-7 Year Treasury Bond ETF, Hormel Foods Corp, US Bancorp

Minneapolis, MN, based Investment company Cliftonlarsonallen Wealth Advisors, Llc (Current Portfolio) buys ProShares S&P 500 Dividend Aristocrats, iShares Core S&P 500, SPDR S&P 500, Innovator IBD 50, iShares Preferred and Income Securities ETF, sells iShares 3-7 Year Treasury Bond ETF, Hormel Foods Corp, US Bancorp, Verizon Communications Inc, Marathon Petroleum Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Cliftonlarsonallen Wealth Advisors, Llc. As of 2019Q2, Cliftonlarsonallen Wealth Advisors, Llc owns 90 stocks with a total value of $948 million. 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/portfolioportfolio

These are the top 5 holdings of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
  1. iShares National Muni Bond (MUB) - 814,523 shares, 9.72% of the total portfolio. Shares added by 10.77%
  2. iShares Core MSCI EAFE (IEFA) - 1,439,966 shares, 9.33% of the total portfolio. Shares added by 6.05%
  3. iShares Core U.S. Aggregate Bond (AGG) - 789,602 shares, 9.28% of the total portfolio. Shares added by 5.81%
  4. iShares S&P 500 Growth (IVW) - 403,861 shares, 7.64% of the total portfolio. Shares added by 5.21%
  5. iShares S&P 500 Value (IVE) - 620,037 shares, 7.63% of the total portfolio. Shares added by 6.94%
New Purchase: SPDR S&P 500 (SPY)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in SPDR S&P 500. The purchase prices were between $274.57 and $295.86, with an estimated average price of $287.91. The stock is now traded at around $297.78. The impact to a portfolio due to this purchase was 0.43%. The holding were 13,951 shares as of .

New Purchase: Innovator IBD 50 (FFTY)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in Innovator IBD 50. The purchase prices were between $31.7 and $34.96, with an estimated average price of $33.7. The stock is now traded at around $35.68. The impact to a portfolio due to this purchase was 0.35%. The holding were 97,705 shares as of .

New Purchase: Vanguard Total World Stock Index (VT)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in Vanguard Total World Stock Index. The purchase prices were between $71.19 and $75.83, with an estimated average price of $74.1. The stock is now traded at around $75.70. The impact to a portfolio due to this purchase was 0.19%. The holding were 24,000 shares as of .

New Purchase: FS KKR Capital Corp (FSK)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in FS KKR Capital Corp. The purchase prices were between $5.83 and $6.38, with an estimated average price of $6.15. The stock is now traded at around $5.98. The impact to a portfolio due to this purchase was 0.02%. The holding were 34,260 shares as of .

New Purchase: Invesco Preferred (PGX)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in Invesco Preferred. The purchase prices were between $14.49 and $14.76, with an estimated average price of $14.59. The stock is now traded at around $14.85. The impact to a portfolio due to this purchase was 0.02%. The holding were 15,007 shares as of .

New Purchase: Cohen & Steers MLP Income and Energy Opp (MIE)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in Cohen & Steers MLP Income and Energy Opp. The purchase prices were between $9.16 and $9.89, with an estimated average price of $9.49. The stock is now traded at around $10.12. The impact to a portfolio due to this purchase was 0.02%. The holding were 23,500 shares as of .

Added: ProShares S&P 500 Dividend Aristocrats (NOBL)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in ProShares S&P 500 Dividend Aristocrats by 99.18%. The purchase prices were between $65.13 and $69.94, with an estimated average price of $68.05. The stock is now traded at around $69.94. The impact to a portfolio due to this purchase was 0.95%. The holding were 259,646 shares as of .

Added: iShares Core S&P 500 (IVV)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in iShares Core S&P 500 by 57.35%. The purchase prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $299.48. The impact to a portfolio due to this purchase was 0.53%. The holding were 46,883 shares as of .

Added: iShares Preferred and Income Securities ETF (PFF)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in iShares Preferred and Income Securities ETF by 197.42%. The purchase prices were between $36.27 and $37.09, with an estimated average price of $36.64. The stock is now traded at around $37.15. The impact to a portfolio due to this purchase was 0.26%. The holding were 99,393 shares as of .

Added: SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in SPDR Nuveen Bloomberg Barclays Short Term Municipa by 51.58%. The purchase prices were between $48.39 and $48.94, with an estimated average price of $48.61. The stock is now traded at around $49.05. The impact to a portfolio due to this purchase was 0.16%. The holding were 90,278 shares as of .

Added: iShares Broad USD Investment Grade Corporate Bond (USIG)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in iShares Broad USD Investment Grade Corporate Bond by 42.36%. The purchase prices were between $54.86 and $57.07, with an estimated average price of $55.54. The stock is now traded at around $56.85. The impact to a portfolio due to this purchase was 0.15%. The holding were 82,744 shares as of .

Added: Nuveen AMT-Free Municipal Income Fund (NEA)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in Nuveen AMT-Free Municipal Income Fund by 61.08%. The purchase prices were between $12.98 and $13.84, with an estimated average price of $13.43. The stock is now traded at around $14.02. The impact to a portfolio due to this purchase was 0.1%. The holding were 180,204 shares as of .

Sold Out: Hormel Foods Corp (HRL)

Cliftonlarsonallen Wealth Advisors, Llc sold out a holding in Hormel Foods Corp. The sale prices were between $38.8 and $43.78, with an estimated average price of $40.55.

Sold Out: US Bancorp (USB)

Cliftonlarsonallen Wealth Advisors, Llc sold out a holding in US Bancorp. The sale prices were between $49.07 and $53.48, with an estimated average price of $51.52.

Sold Out: Verizon Communications Inc (VZ)

Cliftonlarsonallen Wealth Advisors, Llc sold out a holding in Verizon Communications Inc. The sale prices were between $54.35 and $59.5, with an estimated average price of $57.65.

Sold Out: Marathon Petroleum Corp (MPC)

Cliftonlarsonallen Wealth Advisors, Llc sold out a holding in Marathon Petroleum Corp. The sale prices were between $45.99 and $63.6, with an estimated average price of $54.73.

Sold Out: Pfizer Inc (PFE)

Cliftonlarsonallen Wealth Advisors, Llc sold out a holding in Pfizer Inc. The sale prices were between $38.98 and $43.76, with an estimated average price of $41.82.



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