The Analysis of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Holdings

Currently, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds 209 types of securities in its portfolio with a total value $6.6B. In the most recent quarter, they have increased their positions in N/A (+77.0K shares, valued at $48.3M), SPHQ (+496.4K shares, valued at $37.3M), SPAB (+1.0M shares, valued at $26.9M); decreased their positions in QUAL (-38.5K shares, valued at $7.6M), IVW (-50.8K shares, valued at $6.3M), IEFA (-66.1K shares, valued at $5.9M); initiated new positions in MOAT (+21.2K shares, valued at $2.2M), MPC (+11.2K shares, valued at $1.8M), N/A (+27.4K shares, valued at $1.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS2.1M shares3.81%2025-12-312026-01-22

SPHQ INVESCO EXCHANGE TRADED FD T8.9M shares5.90%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS8.0M shares3.00%2025-12-312026-01-22

SPAB SPDR SERIES TRUST15.2M shares7.38%2025-12-312026-01-22

VTEB VANGUARD MUN BD FDS5.6M shares4.33%2025-12-312026-01-22

SPIB SPDR SERIES TRUST6.5M shares8.24%2025-12-312026-01-22

VIGI VANGUARD WHITEHALL FDS2.0M shares5.45%2025-12-312026-01-22

SPSM SPDR SERIES TRUST3.5M shares6.08%2025-12-312026-01-22

Sponsored

VWO VANGUARD INTL EQUITY INDEX F2.9M shares3.51%2025-12-312026-01-22

VGIT VANGUARD SCOTTSDALE FDS2.5M shares8.20%2025-12-312026-01-22

NOBL PROSHARES TR1.3M shares0.68%2025-12-312026-01-22

IVW ISHARES TR900.1K shares-5.34%2025-12-312026-01-22

SPYG SPDR SERIES TRUST983.7K shares-0.42%2025-12-312026-01-22

MBB ISHARES TR1.1M shares4.83%2025-12-312026-01-22

PZA INVESCO EXCH TRADED FD TR II4.3M shares4.18%2025-12-312026-01-22

IEFA ISHARES TR1.1M shares-5.59%2025-12-312026-01-22

Sponsored

IVE ISHARES TR452.7K shares-5.56%2025-12-312026-01-22

SHM SPDR SERIES TRUST1.7M shares4.95%2025-12-312026-01-22

DFAC DIMENSIONAL ETF TRUST1.8M shares-2.40%2025-12-312026-01-22

QUAL ISHARES TR316.5K shares-10.84%2025-12-312026-01-22

MUB ISHARES TR582.0K shares-3.66%2025-12-312026-01-22

SCHB SCHWAB STRATEGIC TR2.4M shares-4.25%2025-12-312026-01-22

FLMI FRANKLIN TEMPLETON ETF TR2.4M shares4.13%2025-12-312026-01-22

PFF ISHARES TR1.9M shares-4.00%2025-12-312026-01-22

Sponsored

HYMB SPDR SERIES TRUST2.3M shares4.49%2025-12-312026-01-22

VTI VANGUARD INDEX FDS163.7K shares-6.77%2025-12-312026-01-22

SCHG SCHWAB STRATEGIC TR1.6M shares-2.00%2025-12-312026-01-22

AAPL APPLE INC177.4K shares5.62%2025-12-312026-01-22

JIRE J P MORGAN EXCHANGE TRADED F629.1K shares13.98%2025-12-312026-01-22

IVV ISHARES TR67.4K shares-4.66%2025-12-312026-01-22

IWY ISHARES TR161.1K shares-6.16%2025-12-312026-01-22

IEMG ISHARES INC610.3K shares-5.97%2025-12-312026-01-22

Sponsored

DFAX DIMENSIONAL ETF TRUST1.2M shares-3.26%2025-12-312026-01-22

CWI SPDR INDEX SHS FDS1.1M shares-4.94%2025-12-312026-01-22

EOG EOG RES INC315.8K shares-2.83%2025-12-312026-01-22

MSFT MICROSOFT CORP64.0K shares6.79%2025-12-312026-01-22

IQLT ISHARES TR595.1K shares-7.47%2025-12-312026-01-22

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II352.5K shares-4.00%2025-12-312026-01-22

IBTG ISHARES TR1.1M shares3.74%2025-12-312026-01-22

JMST J P MORGAN EXCHANGE TRADED F462.4K shares19.64%2025-12-312026-01-22

Sponsored

JPST J P MORGAN EXCHANGE TRADED F442.9K shares8.91%2025-12-312026-01-22

SCHZ SCHWAB STRATEGIC TR935.9K shares-6.79%2025-12-312026-01-22

SCHA SCHWAB STRATEGIC TR762.9K shares-7.82%2025-12-312026-01-22

SCHV SCHWAB STRATEGIC TR697.7K shares-3.08%2025-12-312026-01-22

IJR ISHARES TR162.7K shares-0.39%2025-12-312026-01-22

IGEB ISHARES TR414.7K shares-12.30%2025-12-312026-01-22

VEU VANGUARD INTL EQUITY INDEX F250.6K shares0.51%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR26.4K shares-0.35%2025-12-312026-01-22

Sponsored

IXUS ISHARES TR204.2K shares-6.38%2025-12-312026-01-22

IBTH ISHARES TR690.8K shares11.82%2025-12-312026-01-22

SCHF SCHWAB STRATEGIC TR642.8K shares-1.22%2025-12-312026-01-22

IEI ISHARES TR118.1K shares-12.26%2025-12-312026-01-22

IWF ISHARES TR29.7K shares21.98%2025-12-312026-01-22

DYNF BLACKROCK ETF TRUST227.7K shares-9.25%2025-12-312026-01-22

ITOT ISHARES TR91.5K shares-6.80%2025-12-312026-01-22

ROK ROCKWELL AUTOMATION INC33.5K shares-0.58%2025-12-312026-01-22

Sponsored

TFI SPDR SERIES TRUST278.3K shares-2.57%2025-12-312026-01-22

AGG ISHARES TR125.2K shares-3.24%2025-12-312026-01-22

IWD ISHARES TR59.1K shares7.38%2025-12-312026-01-22

NVDA NVIDIA CORPORATION65.3K shares-5.51%2025-12-312026-01-22

SUSL ISHARES TR83.1K shares2.61%2025-12-312026-01-22

HYG ISHARES TR123.3K shares-9.06%2025-12-312026-01-22

ALPHABET INC ALPHABET INC31.6K shares22.59%2025-12-312026-01-22

IEF ISHARES TR99.5K shares-18.48%2025-12-312026-01-22

Sponsored

CMF ISHARES TR165.5K shares12.42%2025-12-312026-01-22

AMZN AMAZON COM INC40.7K shares6.38%2025-12-312026-01-22

MLN VANECK ETF TRUST527.2K shares4.49%2025-12-312026-01-22

SDY SPDR SERIES TRUST66.1K shares0.00%2025-12-312026-01-22

EAGG ISHARES TR187.6K shares8.27%2025-12-312026-01-22

SPDW SPDR INDEX SHS FDS194.0K shares-1.46%2025-12-312026-01-22

SUB ISHARES TR74.8K shares-4.99%2025-12-312026-01-22

IJH ISHARES TR109.0K shares-0.44%2025-12-312026-01-22

Sponsored

IBTI ISHARES TR310.2K shares11.11%2025-12-312026-01-22

IWM ISHARES TR27.7K shares3.23%2025-12-312026-01-22

VUG VANGUARD INDEX FDS13.8K shares-0.91%2025-12-312026-01-22

VIG VANGUARD SPECIALIZED FUNDS29.5K shares0.08%2025-12-312026-01-22

IBDR ISHARES TR263.7K shares8.38%2025-12-312026-01-22

VT VANGUARD INTL EQUITY INDEX F44.1K shares0.00%2025-12-312026-01-22

IBMQ ISHARES TR235.7K shares2.91%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.18.7K shares15.51%2025-12-312026-01-22

Sponsored

CEG CONSTELLATION ENERGY CORP16.5K shares0.16%2025-12-312026-01-22

SCHP SCHWAB STRATEGIC TR213.9K shares-4.50%2025-12-312026-01-22

GOVT ISHARES TR245.9K shares-7.97%2025-12-312026-01-22

USIG ISHARES TR107.3K shares3.94%2025-12-312026-01-22

XOM EXXON MOBIL CORP45.3K shares39.50%2025-12-312026-01-22

HYD VANECK ETF TRUST104.4K shares19.54%2025-12-312026-01-22

IBMP ISHARES TR209.3K shares7.89%2025-12-312026-01-22

ABBV ABBVIE INC22.0K shares-12.51%2025-12-312026-01-22

Sponsored

IBMO ISHARES TR195.6K shares6.47%2025-12-312026-01-22

SCHE SCHWAB STRATEGIC TR151.8K shares-5.70%2025-12-312026-01-22

ESGD ISHARES TR52.1K shares4.51%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO33.1K shares11.95%2025-12-312026-01-22

SHYM BLACKROCK ETF TRUST II210.3K shares-2.92%2025-12-312026-01-22

VTV VANGUARD INDEX FDS23.1K shares-4.78%2025-12-312026-01-22

ALPHABET INC ALPHABET INC13.8K shares-6.84%2025-12-312026-01-22

IBMR ISHARES TR153.6K shares15.17%2025-12-312026-01-22

Sponsored

IBTJ ISHARES TR176.7K shares8.53%2025-12-312026-01-22

WMT WALMART INC33.7K shares42.65%2025-12-312026-01-22

IBDS ISHARES TR153.9K shares5.75%2025-12-312026-01-22

SCHO SCHWAB STRATEGIC TR153.1K shares-5.24%2025-12-312026-01-22

MERCK & CO INC MERCK & CO INC35.2K shares3.64%2025-12-312026-01-22

DVN DEVON ENERGY CORP NEW99.2K shares0.00%2025-12-312026-01-22

IBDT ISHARES TR135.4K shares6.60%2025-12-312026-01-22

SCHX SCHWAB STRATEGIC TR127.7K shares1.94%2025-12-312026-01-22

Sponsored

GSLC GOLDMAN SACHS ETF TR25.4K shares-1.40%2025-12-312026-01-22

VV VANGUARD INDEX FDS10.4K shares0.00%2025-12-312026-01-22

SCHM SCHWAB STRATEGIC TR101.1K shares1.80%2025-12-312026-01-22

VGK VANGUARD INTL EQUITY INDEX F36.3K shares-5.81%2025-12-312026-01-22

BITB BITWISE BITCOIN ETF TR62.9K shares35.49%2025-12-312026-01-22

IBTK ISHARES TR147.6K shares10.39%2025-12-312026-01-22

JGRO J P MORGAN EXCHANGE TRADED F30.6K shares-1.32%2025-12-312026-01-22

EFA ISHARES TR28.7K shares-0.34%2025-12-312026-01-22

Sponsored

DGRO ISHARES TR39.7K shares-5.42%2025-12-312026-01-22

RTX RTX CORPORATION14.9K shares16.09%2025-12-312026-01-22

IBMS ISHARES TR104.1K shares4.00%2025-12-312026-01-22

DON WISDOMTREE TR52.3K shares0.00%2025-12-312026-01-22

NEE NEXTERA ENERGY INC33.3K shares11.63%2025-12-312026-01-22

BMO BANK MONTREAL QUE19.5K shares0.00%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON12.1K shares11.18%2025-12-312026-01-22

IBDU ISHARES TR106.2K shares-0.15%2025-12-312026-01-22

Sponsored

DVY ISHARES TR16.7K shares0.00%2025-12-312026-01-22

EXC EXELON CORP52.8K shares8.54%2025-12-312026-01-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T49.4K shares-4.16%2025-12-312026-01-22

SBAC SBA COMMUNICATIONS CORP NEW11.7K shares1.12%2025-12-312026-01-22

JMUB J P MORGAN EXCHANGE TRADED F44.4K shares2.89%2025-12-312026-01-22

BGRN ISHARES TR46.7K shares8.28%2025-12-312026-01-22

AGGY WISDOMTREE TR50.4K shares0.00%2025-12-312026-01-22

AOA ISHARES TR24.7K shares-3.08%2025-12-312026-01-22

Sponsored

MOAT VANECK ETF TRUST21.2K sharesnew addition2025-12-312026-01-22

EEM ISHARES TR40.0K shares11.24%2025-12-312026-01-22

CVX CHEVRON CORP NEW14.2K shares17.78%2025-12-312026-01-22

BAC BANK AMERICA CORP39.3K shares24.58%2025-12-312026-01-22

VBR VANGUARD INDEX FDS10.2K shares-0.17%2025-12-312026-01-22

KO COCA COLA CO30.0K shares56.59%2025-12-312026-01-22

HDV ISHARES TR16.6K shares-1.16%2025-12-312026-01-22

AFL AFLAC INC18.1K shares0.81%2025-12-312026-01-22

Sponsored

VPL VANGUARD INTL EQUITY INDEX F21.6K shares-12.08%2025-12-312026-01-22

MPC MARATHON PETE CORP11.2K sharesnew addition2025-12-312026-01-22

IBDV ISHARES TR81.6K shares-0.97%2025-12-312026-01-22

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO27.4K sharesnew addition2025-12-312026-01-22

QEFA SPDR INDEX SHS FDS18.0K shares0.00%2025-12-312026-01-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T34.6K shares1.97%2025-12-312026-01-22

ESML ISHARES TR35.0K shares4.51%2025-12-312026-01-22

USCI UNITED STS COMMODITY INDEX F19.9K shares-0.54%2025-12-312026-01-22

Sponsored

SHYD VANECK ETF TRUST67.1K shares23.71%2025-12-312026-01-22

ABT ABBOTT LABS12.0K shares-4.57%2025-12-312026-01-22

CSCO CISCO SYS INC19.4K shares64.91%2025-12-312026-01-22

EMB ISHARES TR15.4K shares19.92%2025-12-312026-01-22

LDEM ISHARES TR23.0K shares2.57%2025-12-312026-01-22

DFUS DIMENSIONAL ETF TRUST17.4K shares0.21%2025-12-312026-01-22

ISHARES GOLD TR ISHARES GOLD TR15.4K shares0.61%2025-12-312026-01-22

NAD NUVEEN QUALITY MUNCP INCOME103.1K shares-16.11%2025-12-312026-01-22

Sponsored

DIS DISNEY WALT CO10.5K shares-5.47%2025-12-312026-01-22

CITIGROUP INC CITIGROUP INC10.2K sharesnew addition2025-12-312026-01-22

BND VANGUARD BD INDEX FDS15.8K shares-4.54%2025-12-312026-01-22

VXUS VANGUARD STAR FDS14.9K shares-7.49%2025-12-312026-01-22

IBDW ISHARES TR52.0K shares-5.06%2025-12-312026-01-22

EFV ISHARES TR15.1K shares0.20%2025-12-312026-01-22

T AT&T INC42.9K shares114.82%2025-12-312026-01-22

IBDX ISHARES TR41.5K shares-11.06%2025-12-312026-01-22

Sponsored

ENB ENBRIDGE INC22.0K shares15.81%2025-12-312026-01-22

IWR ISHARES TR10.7K shares0.00%2025-12-312026-01-22

INTC INTEL CORP27.5K shares128.10%2025-12-312026-01-22

IBDY ISHARES TR38.1K shares1.44%2025-12-312026-01-22

AOR ISHARES TR15.0K shares-1.47%2025-12-312026-01-22

PREF PRINCIPAL EXCHANGE TRADED FD50.0K shares-10.04%2025-12-312026-01-22

DFUV DIMENSIONAL ETF TRUST20.4K shares-3.97%2025-12-312026-01-22

WMB WILLIAMS COS INC14.7K sharesnew addition2025-12-312026-01-22

Sponsored

IBMT ISHARES TR32.4K shares10.83%2025-12-312026-01-22

MO ALTRIA GROUP INC14.1K sharesnew addition2025-12-312026-01-22

IEUR ISHARES TR11.3K shares0.00%2025-12-312026-01-22

VZ VERIZON COMMUNICATIONS INC19.6K shares54.19%2025-12-312026-01-22

XLU SELECT SECTOR SPDR TR17.6K sharesnew addition2025-12-312026-01-22

RDVY FIRST TR EXCHANGE TRADED FD10.7K sharesnew addition2025-12-312026-01-22

BMY BRISTOL-MYERS SQUIBB CO13.4K shares3.89%2025-12-312026-01-22

IBIT ISHARES BITCOIN TRUST ETF14.4K sharesnew addition2025-12-312026-01-22

Sponsored

ETHE GRAYSCALE ETHEREUM TRUST ETF28.7K shares0.00%2025-12-312026-01-22

ITM VANECK ETF TRUST14.7K shares-5.18%2025-12-312026-01-22

DFAT DIMENSIONAL ETF TRUST11.3K sharesnew addition2025-12-312026-01-22

HIMU BLACKROCK ETF TRUST II13.6K shares-19.25%2025-12-312026-01-22

SHYG ISHARES TR14.8K sharesnew addition2025-12-312026-01-22

VGSH VANGUARD SCOTTSDALE FDS10.7K shares-44.52%2025-12-312026-01-22

BTI BRITISH AMERN TOB PLC10.9K sharesnew addition2025-12-312026-01-22

MDLZ MONDELEZ INTL INC11.3K shares10.49%2025-12-312026-01-22

Sponsored

BITF BITFARMS LTD250.2K sharesnew addition2025-12-312026-01-22

NYF ISHARES TR10.3K sharesnew addition2025-12-312026-01-22

PFE PFIZER INC21.5K shares56.39%2025-12-312026-01-22

NEA NUVEEN AMT FREE QLTY MUN INC44.5K shares-14.07%2025-12-312026-01-22

ET ENERGY TRANSFER L P31.2K shares0.00%2025-12-312026-01-22

PCG PG&E CORP31.4K shares0.42%2025-12-312026-01-22

KHC KRAFT HEINZ CO20.8K sharesnew addition2025-12-312026-01-22

IBTO ISHARES TR20.3K shares-5.60%2025-12-312026-01-22

Sponsored

FNDF SCHWAB STRATEGIC TR10.8K shares-14.66%2025-12-312026-01-22

CMCSA COMCAST CORP NEW16.2K shares0.17%2025-12-312026-01-22

EPD ENTERPRISE PRODS PARTNERS L14.1K shares0.55%2025-12-312026-01-22

CALF PACER FDS TR10.0K shares-3.86%2025-12-312026-01-22

SPIP SPDR SERIES TRUST16.6K shares0.00%2025-12-312026-01-22

HEFA ISHARES TR10.1K shares0.00%2025-12-312026-01-22

IBDZ ISHARES TR15.4K shares0.00%2025-12-312026-01-22

BP BP PLC11.5K sharesnew addition2025-12-312026-01-22

Sponsored

NMZ NUVEEN MUN HIGH INCOME OPPOR38.4K shares-34.03%2025-12-312026-01-22

MATW MATTHEWS INTL CORP12.8K shares0.00%2025-12-312026-01-22

VFC V F CORP16.0K shares-0.41%2025-12-312026-01-22

F FORD MTR CO21.6K sharesnew addition2025-12-312026-01-22

RQI COHEN & STEERS QUALITY INCOM23.2K shares0.00%2025-12-312026-01-22

IBTL ISHARES TR11.5K shares0.00%2025-12-312026-01-22

IBTM ISHARES TR10.2K shares0.00%2025-12-312026-01-22

ARCC ARES CAPITAL CORP11.0K sharesnew addition2025-12-312026-01-22

Sponsored

PDBC INVESCO ACTVELY MNGD ETC FD16.1K sharesnew addition2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available