CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    minneapolis, MN
  • CIK
    0000944361
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

190

$5.16B
VOO, SPHQ, VEA, KRE
13F-HR
Jan 14, 2025
000094436125000001

183

$4.34B
SPHQ, VEA, KRE, VANGUARD MUN BD FDS
13F-HR
Oct 15, 2024
000094436124000009

180

$4.66B
VOO, SPHQ, VEA, KRE
13F-HR
Jul 12, 2024
000094436124000008

179

$4.39B
VOO, SPHQ, VEA, KRE
13F-HR
May 2, 2024
000094436124000005

184

$4.02B
VOO, VEA, SPHQ, KRE
13F-HR
Jan 16, 2024
000094436124000001

180

$3.57B
VOO, VEA, SPHQ, KRE
13F-HR
Oct 13, 2023
000094436123000006

172

$3.57B
VOO, VEA, KRE, SPHQ
13F-HR
Jul 14, 2023
000094436123000005

185

$3.39B
VOO, VEA, IEFA, VTV
13F-HR
Apr 13, 2023
000094436123000004

185

$2.69B
VOO, VEA, IEFA, VLUE
13F-HR
Jan 19, 2023
000094436123000002

88

$810.07M
IEFA, VLUE, NOBL, VWO
13F-HR
Oct 12, 2022
000094436122000007

179

$2.41B
VOO, VEA, IEFA, MUB
13F-HR
Jul 8, 2022
000094436122000006

187

$2.80B
VOO, VEA, IEFA, MUB
13F-HR
Apr 27, 2022
000094436122000005

173

$2.74B
VLUE, VEA, MUB, JMST
13F-HR
Jan 26, 2022
000094436122000002

300

$2.55B
MUB, VLUE, VEA, IEFA
RESTATEMENT
Nov 2, 2021
000094436121000008

301

$2.44B
MUB, VEA, VLUE, IEFA
13F-HR
Jul 21, 2021
000094436121000006

165

$2.12B
MUB, IEFA, AGG, IVE
13F-HR
May 24, 2021
000094436121000005

162

$2.04B
QUAL, MUB, IEFA, AGG
13F-HR
Jan 14, 2021
000094436121000002

153

$1.77B
MUB, AGG, QUAL, IEFA
13F-HR
Oct 13, 2020
000094436120000007

155

$1.64B
MUB, AGG, IEFA, IVW
13F-HR
Jul 16, 2020
000094436120000006

149

$1.26B
IEFA, AGG, MUB, IVE
13F-HR
Jan 29, 2020
000094436120000003

142

$1.15B
MUB, AGG, IEFA, IVE
13F-HR
Oct 7, 2019
000094436119000018

108

$997.41M
MUB, IEFA, AGG, IVW
13F-HR
Jul 17, 2019
000094436119000014

108

$914.42M
IEFA, MUB, AGG, IVW
13F-HR
Apr 9, 2019
000094436119000008

135

$1.00B
AGG, IEFA, MUB, IVW
13F-HR
Jan 22, 2019
000094436119000003

126

$1.07B
AGG, MUB, IEFA, IVW
13F-HR
Nov 5, 2018
000094436118000010

127

$1.02B
MUB, AGG, IEFA, IVW
13F-HR
Jul 23, 2018
000094436118000007

127

$1.00B
MUB, AGG, IEFA, IVW
13F-HR
Apr 26, 2018
000094436118000006

123

$973.02M
AGG, MUB, IEFA, IVW
13F-HR
Jan 31, 2018
000094436118000003

131

$945.21M
AGG, MUB, IEFA, IVW
13F-HR
Nov 6, 2017
000094436117000010

131

$895.78M
AGG, MUB, IEFA, IVW
13F-HR
Aug 1, 2017
000094436117000008

131

$893.63M
AGG, MUB, IEFA, IVW
13F-HR
May 1, 2017
000094436117000007

127

$874.20M
AGG, MUB, IEFA, IVE
13F-HR
Feb 3, 2017
000094436117000004

125

$819.55M
AGG, MUB, IEFA, IVW
13F-HR
Nov 3, 2016
000094436116000013

106

$691.61M
MUB, AGG, IEFA, IVE
13F-HR
Aug 9, 2016
000094436116000011

100

$637.16M
AGG, MUB, IEFA, SCHG
13F-HR
Apr 27, 2016
000094436116000010

113

$595.30M
MUB, AGG, SCHG, SCHV
13F-HR
Feb 1, 2016
000094436116000009

109

$532.51M
SCHG, MUB, SCHV, AGG
13F-HR
Oct 27, 2015
000094436115000006

160

$501.17M
SCHG, SCHV, MUB, VEA
13F-HR
Jul 29, 2015
000094436115000005

85

$449.34M
SCHG, SCHV, VEA, 9000020D
13F-HR
Apr 8, 2015
000094436115000003

77

$461.82M
SCHG, SCHV, VEA, 9000020D
13F-HR
Jan 22, 2015
000094436115000002

73

$467.92M
SCHG, SCHV, VEA, 9000020D
13F-HR
Oct 17, 2014
000094436114000011

77

$507.98M
SCHG, SCHV, VEA, KRE
13F-HR
Jul 16, 2014
000094436114000008

76

$452.61M
SCHG, SCHV, KRE, VEA
13F-HR
Apr 11, 2014
000094436114000006

76

$399.27M
KRE, SCHG, SCHV, DXJ
13F-HR
Jan 31, 2014
000094436114000005