The Analysis of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Holdings


Currently, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds 201 types of securities in its portfolio with a total value $6.3B. In the most recent quarter, they have increased their positions in SPAB (+1.5M shares, valued at $39.6M), SPHQ (+370.9K shares, valued at $27.2M), VOO (+33.8K shares, valued at $20.7M); decreased their positions in SCHG (-498.1K shares, valued at $15.9M), MUB (-93.4K shares, valued at $10.0M), IEFA (-89.4K shares, valued at $7.8M); initiated new positions in BITB (+46.4K shares, valued at $2.9M), XLF (+18.5K shares, valued at $997.2K), CSCO (+11.7K shares, valued at $803.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS2.0M shares1.70%2025-09-302025-10-14history
SPHQ INVESCO EXCHANGE TRADED FD T8.4M shares4.61%2025-09-302025-10-14history
VEA VANGUARD TAX-MANAGED FDS7.7M shares1.98%2025-09-302025-10-14history
SPAB SPDR SERIES TRUST14.2M shares12.11%2025-09-302025-10-14history
VTEB VANGUARD MUN BD FDS5.4M shares6.35%2025-09-302025-10-14history
SPIB SPDR SERIES TRUST6.0M shares9.16%2025-09-302025-10-14history
VIGI VANGUARD WHITEHALL FDS1.9M shares5.16%2025-09-302025-10-14history
SPSM SPDR SERIES TRUST3.3M shares3.59%2025-09-302025-10-14history
Sponsored
VWO VANGUARD INTL EQUITY INDEX F2.8M shares2.82%2025-09-302025-10-14history
VGIT VANGUARD SCOTTSDALE FDS2.3M shares12.02%2025-09-302025-10-14history
NOBL PROSHARES TR1.3M shares1.19%2025-09-302025-10-14history
IVW ISHARES TR950.9K shares-5.39%2025-09-302025-10-14history
SPYG SPDR SERIES TRUST987.9K shares-0.21%2025-09-302025-10-14history
IEFA ISHARES TR1.2M shares-7.03%2025-09-302025-10-14history
IVE ISHARES TR479.3K shares-4.92%2025-09-302025-10-14history
MBB ISHARES TR1.0M shares5.77%2025-09-302025-10-14history
Sponsored
PZA INVESCO EXCH TRADED FD TR II4.1M shares6.46%2025-09-302025-10-14history
SHM SPDR SERIES TRUST1.6M shares5.83%2025-09-302025-10-14history
DFAC DIMENSIONAL ETF TRUST1.8M shares-3.99%2025-09-302025-10-14history
QUAL ISHARES TR355.0K shares-2.36%2025-09-302025-10-14history
MUB ISHARES TR604.1K shares-13.40%2025-09-302025-10-14history
SCHB SCHWAB STRATEGIC TR2.5M shares-1.61%2025-09-302025-10-14history
PFF ISHARES TR2.0M shares1.26%2025-09-302025-10-14history
VTI VANGUARD INDEX FDS175.6K shares0.12%2025-09-302025-10-14history
Sponsored
FLMI FRANKLIN TEMPLETON ETF TR2.3M shares4.90%2025-09-302025-10-14history
HYMB SPDR SERIES TRUST2.2M shares4.65%2025-09-302025-10-14history
SCHG SCHWAB STRATEGIC TR1.6M shares-23.77%2025-09-302025-10-14history
IVV ISHARES TR70.7K shares-5.07%2025-09-302025-10-14history
IWY ISHARES TR171.6K shares-8.54%2025-09-302025-10-14history
IEMG ISHARES INC649.1K shares-6.36%2025-09-302025-10-14history
AAPL APPLE INC168.0K shares-2.96%2025-09-302025-10-14history
JIRE J P MORGAN EXCHANGE TRADED F551.9K shares13.58%2025-09-302025-10-14history
Sponsored
DFAX DIMENSIONAL ETF TRUST1.3M shares-5.80%2025-09-302025-10-14history
CWI SPDR INDEX SHS FDS1.1M shares-1.60%2025-09-302025-10-14history
EOG EOG RES INC325.0K shares0.13%2025-09-302025-10-14history
MSFT MICROSOFT CORP59.9K shares-2.58%2025-09-302025-10-14history
IQLT ISHARES TR643.1K shares-9.22%2025-09-302025-10-14history
SPLV INVESCO EXCH TRADED FD TR II367.2K shares-1.82%2025-09-302025-10-14history
SCHZ SCHWAB STRATEGIC TR1.0M shares1.36%2025-09-302025-10-14history
IBTG ISHARES TR1.0M shares36.65%2025-09-302025-10-14history
Sponsored
SCHA SCHWAB STRATEGIC TR827.7K shares0.00%2025-09-302025-10-14history
IGEB ISHARES TR472.9K shares-8.91%2025-09-302025-10-14history
SCHV SCHWAB STRATEGIC TR719.9K shares-5.52%2025-09-302025-10-14history
JPST J P MORGAN EXCHANGE TRADED F406.7K shares6.03%2025-09-302025-10-14history
JMST J P MORGAN EXCHANGE TRADED F386.5K shares-2.31%2025-09-302025-10-14history
IJR ISHARES TR163.3K shares-2.36%2025-09-302025-10-14history
IXUS ISHARES TR218.1K shares-12.21%2025-09-302025-10-14history
VEU VANGUARD INTL EQUITY INDEX F249.3K shares-1.65%2025-09-302025-10-14history
Sponsored
SPY SPDR S&P 500 ETF TR26.5K shares-9.87%2025-09-302025-10-14history
IEI ISHARES TR134.6K shares-9.45%2025-09-302025-10-14history
SCHF SCHWAB STRATEGIC TR650.8K shares-0.46%2025-09-302025-10-14history
DYNF BLACKROCK ETF TRUST250.9K shares-11.09%2025-09-302025-10-14history
ITOT ISHARES TR98.2K shares-13.40%2025-09-302025-10-14history
IBTH ISHARES TR617.8K shares38.31%2025-09-302025-10-14history
TFI SPDR SERIES TRUST285.6K shares-22.99%2025-09-302025-10-14history
AGG ISHARES TR129.4K shares-4.69%2025-09-302025-10-14history
Sponsored
NVDA NVIDIA CORPORATION69.1K shares9.91%2025-09-302025-10-14history
IEF ISHARES TR122.1K shares-9.06%2025-09-302025-10-14history
ROK ROCKWELL AUTOMATION INC33.7K shares0.02%2025-09-302025-10-14history
IWF ISHARES TR24.3K shares-4.00%2025-09-302025-10-14history
IWD ISHARES TR55.0K shares-5.09%2025-09-302025-10-14history
HYG ISHARES TR135.6K shares-9.44%2025-09-302025-10-14history
SUSL ISHARES TR81.0K shares1.24%2025-09-302025-10-14history
SDY SPDR SERIES TRUST66.1K shares-0.21%2025-09-302025-10-14history
Sponsored
MLN VANECK ETF TRUST504.5K shares20.12%2025-09-302025-10-14history
SPDW SPDR INDEX SHS FDS196.8K shares0.85%2025-09-302025-10-14history
AMZN AMAZON COM INC38.3K shares2.11%2025-09-302025-10-14history
SUB ISHARES TR78.7K shares-10.11%2025-09-302025-10-14history
CMF ISHARES TR147.2K shares72.11%2025-09-302025-10-14history
EAGG ISHARES TR173.2K shares9.42%2025-09-302025-10-14history
IJH ISHARES TR109.5K shares-6.92%2025-09-302025-10-14history
VUG VANGUARD INDEX FDS14.0K shares0.98%2025-09-302025-10-14history
Sponsored
IWM ISHARES TR26.8K shares-0.63%2025-09-302025-10-14history
VIG VANGUARD SPECIALIZED FUNDS29.5K shares-0.15%2025-09-302025-10-14history
GOOGL ALPHABET INC25.8K shares-2.19%2025-09-302025-10-14history
IBTI ISHARES TR279.2K shares35.68%2025-09-302025-10-14history
GOVT ISHARES TR267.2K shares-7.75%2025-09-302025-10-14history
VT VANGUARD INTL EQUITY INDEX F44.1K shares0.15%2025-09-302025-10-14history
SCHP SCHWAB STRATEGIC TR224.0K shares-0.81%2025-09-302025-10-14history
IBDR ISHARES TR243.3K shares36.49%2025-09-302025-10-14history
Sponsored
IBMQ ISHARES TR229.1K shares26.48%2025-09-302025-10-14history
ABBV ABBVIE INC25.2K shares2.43%2025-09-302025-10-14history
CEG CONSTELLATION ENERGY CORP16.5K shares-2.28%2025-09-302025-10-14history
USIG ISHARES TR103.2K shares-14.39%2025-09-302025-10-14history
SCHE SCHWAB STRATEGIC TR161.0K shares0.20%2025-09-302025-10-14history
JPM JPMORGAN CHASE & CO.16.2K shares-16.43%2025-09-302025-10-14history
IBMP ISHARES TR194.0K shares-3.99%2025-09-302025-10-14history
SHYM BLACKROCK ETF TRUST II216.6K shares-17.45%2025-09-302025-10-14history
Sponsored
IBMO ISHARES TR183.7K shares1.19%2025-09-302025-10-14history
ESGD ISHARES TR49.8K shares1.49%2025-09-302025-10-14history
PG PROCTER AND GAMBLE CO29.6K shares-24.81%2025-09-302025-10-14history
VTV VANGUARD INDEX FDS24.3K shares0.20%2025-09-302025-10-14history
HYD VANECK ETF TRUST87.4K shares126.32%2025-09-302025-10-14history
SCHO SCHWAB STRATEGIC TR161.6K shares0.00%2025-09-302025-10-14history
XOM EXXON MOBIL CORP32.4K shares-7.28%2025-09-302025-10-14history
GOOG ALPHABET INC14.8K shares6.91%2025-09-302025-10-14history
Sponsored
IBTJ ISHARES TR162.8K shares-1.94%2025-09-302025-10-14history
IBDS ISHARES TR145.5K shares5.86%2025-09-302025-10-14history
DVN DEVON ENERGY CORP NEW99.2K shares-0.58%2025-09-302025-10-14history
IBMR ISHARES TR133.4K shares6.05%2025-09-302025-10-14history
GSLC GOLDMAN SACHS ETF TR25.8K shares-6.71%2025-09-302025-10-14history
SCHX SCHWAB STRATEGIC TR125.3K shares1.66%2025-09-302025-10-14history
IBDT ISHARES TR127.1K shares29.66%2025-09-302025-10-14history
VV VANGUARD INDEX FDS10.4K shares0.00%2025-09-302025-10-14history
Sponsored
VGK VANGUARD INTL EQUITY INDEX F38.5K shares-2.75%2025-09-302025-10-14history
SCHM SCHWAB STRATEGIC TR99.3K shares-0.58%2025-09-302025-10-14history
JGRO J P MORGAN EXCHANGE TRADED F31.0K shares-5.83%2025-09-302025-10-14history
BITB BITWISE BITCOIN ETF TR46.4K sharesnew addition2025-09-302025-10-14history
DGRO ISHARES TR42.0K shares-1.64%2025-09-302025-10-14history
MRK MERCK & CO INC34.0K shares65.26%2025-09-302025-10-14history
DON WISDOMTREE TR52.3K shares-1.47%2025-09-302025-10-14history
EFA ISHARES TR28.8K shares-0.68%2025-09-302025-10-14history
Sponsored
WM WASTE MGMT INC DEL12.1K shares-1.94%2025-09-302025-10-14history
IBTK ISHARES TR133.7K shares62.68%2025-09-302025-10-14history
IBMS ISHARES TR100.1K shares104.41%2025-09-302025-10-14history
BMO BANK MONTREAL QUE19.5K shares2.35%2025-09-302025-10-14history
IBDU ISHARES TR106.4K shares18.19%2025-09-302025-10-14history
WMT WALMART INC23.6K shares14.95%2025-09-302025-10-14history
DVY ISHARES TR16.7K shares-16.67%2025-09-302025-10-14history
PRFZ INVESCO EXCHANGE TRADED FD T51.6K shares-3.89%2025-09-302025-10-14history
Sponsored
NEE NEXTERA ENERGY INC29.8K shares-14.82%2025-09-302025-10-14history
AOA ISHARES TR25.5K shares-5.97%2025-09-302025-10-14history
SBAC SBA COMMUNICATIONS CORP NEW11.6K shares0.08%2025-09-302025-10-14history
AGGY WISDOMTREE TR50.4K shares8.95%2025-09-302025-10-14history
EXC EXELON CORP48.7K shares-2.17%2025-09-302025-10-14history
JMUB J P MORGAN EXCHANGE TRADED F43.1K shares46.94%2025-09-302025-10-14history
VPL VANGUARD INTL EQUITY INDEX F24.5K shares0.00%2025-09-302025-10-14history
RTX RTX CORPORATION12.8K shares-15.47%2025-09-302025-10-14history
Sponsored
VBR VANGUARD INDEX FDS10.2K shares0.32%2025-09-302025-10-14history
BGRN ISHARES TR43.1K shares10.27%2025-09-302025-10-14history
HDV ISHARES TR16.8K shares-0.50%2025-09-302025-10-14history
JNJ JOHNSON & JOHNSON10.9K shares-17.57%2025-09-302025-10-14history
AFL AFLAC INC17.9K shares0.04%2025-09-302025-10-14history
EEM ISHARES TR36.0K shares-0.51%2025-09-302025-10-14history
CVX CHEVRON CORP NEW12.1K shares3.62%2025-09-302025-10-14history
IBDV ISHARES TR82.4K shares65.03%2025-09-302025-10-14history
Sponsored
PTY PIMCO CORPORATE & INCOME OPP120.5K shares0.00%2025-09-302025-10-14history
ABT ABBOTT LABS12.5K shares12.22%2025-09-302025-10-14history
BAC BANK AMERICA CORP31.6K shares3.28%2025-09-302025-10-14history
RPG INVESCO EXCHANGE TRADED FD T34.0K shares0.00%2025-09-302025-10-14history
QEFA SPDR INDEX SHS FDS18.0K shares1.50%2025-09-302025-10-14history
USCI UNITED STS COMMODITY INDEX F20.0K shares0.00%2025-09-302025-10-14history
ESML ISHARES TR33.5K shares0.94%2025-09-302025-10-14history
NAD NUVEEN QUALITY MUNCP INCOME122.9K shares-8.77%2025-09-302025-10-14history
Sponsored
WPM WHEATON PRECIOUS METALS CORP11.9K shares0.00%2025-09-302025-10-14history
LDEM ISHARES TR22.4K shares9.75%2025-09-302025-10-14history
KO COCA COLA CO19.2K shares-17.35%2025-09-302025-10-14history
DIS DISNEY WALT CO11.1K shares-38.47%2025-09-302025-10-14history
DFUS DIMENSIONAL ETF TRUST17.4K shares-0.57%2025-09-302025-10-14history
SHYD VANECK ETF TRUST54.3K shares19.57%2025-09-302025-10-14history
BND VANGUARD BD INDEX FDS16.5K shares0.93%2025-09-302025-10-14history
EMB ISHARES TR12.9K shares-20.79%2025-09-302025-10-14history
Sponsored
IBDX ISHARES TR46.6K shares26.03%2025-09-302025-10-14history
VXUS VANGUARD STAR FDS16.1K shares8.39%2025-09-302025-10-14history
IBDW ISHARES TR54.7K shares11.24%2025-09-302025-10-14history
VGSH VANGUARD SCOTTSDALE FDS19.3K shares-2.99%2025-09-302025-10-14history
IAU ISHARES GOLD TR15.4K shares0.00%2025-09-302025-10-14history
PREF PRINCIPAL EXCHANGE TRADED FD55.6K shares26.72%2025-09-302025-10-14history
IWR ISHARES TR10.7K shares-0.10%2025-09-302025-10-14history
EFV ISHARES TR15.1K shares-4.20%2025-09-302025-10-14history
Sponsored
XLF SELECT SECTOR SPDR TR18.5K sharesnew addition2025-09-302025-10-14history
IBDY ISHARES TR37.6K shares6.80%2025-09-302025-10-14history
ETHE GRAYSCALE ETHEREUM TRUST ETF28.7K shares99.80%2025-09-302025-10-14history
AOR ISHARES TR15.2K shares-4.58%2025-09-302025-10-14history
VCSH VANGUARD SCOTTSDALE FDS12.2K shares0.18%2025-09-302025-10-14history
ENB ENBRIDGE INC19.0K shares16.57%2025-09-302025-10-14history
DFUV DIMENSIONAL ETF TRUST21.2K shares0.25%2025-09-302025-10-14history
PML PIMCO MUN INCOME FD II120.0K shares200.00%2025-09-302025-10-14history
Sponsored
HIMU BLACKROCK ETF TRUST II16.8K shares-1.79%2025-09-302025-10-14history
CSCO CISCO SYS INC11.7K sharesnew addition2025-09-302025-10-14history
IEUR ISHARES TR11.3K shares-0.30%2025-09-302025-10-14history
IBMT ISHARES TR29.2K sharesnew addition2025-09-302025-10-14history
ITM VANECK ETF TRUST15.6K shares-0.03%2025-09-302025-10-14history
AGI ALAMOS GOLD INC NEW20.6K shares0.00%2025-09-302025-10-14history
MDLZ MONDELEZ INTL INC10.2K sharesnew addition2025-09-302025-10-14history
NMZ NUVEEN MUN HIGH INCOME OPPOR58.2K shares-2.80%2025-09-302025-10-14history
Sponsored
NEA NUVEEN AMT FREE QLTY MUN INC51.8K shares-21.63%2025-09-302025-10-14history
BMY BRISTOL-MYERS SQUIBB CO12.9K shares5.21%2025-09-302025-10-14history
T AT&T INC20.0K sharesnew addition2025-09-302025-10-14history
VZ VERIZON COMMUNICATIONS INC12.7K sharesnew addition2025-09-302025-10-14history
FNDF SCHWAB STRATEGIC TR12.7K shares-14.81%2025-09-302025-10-14history
ET ENERGY TRANSFER L P31.2K shares0.00%2025-09-302025-10-14history
IBTO ISHARES TR21.5K shares0.00%2025-09-302025-10-14history
CMCSA COMCAST CORP NEW16.2K shares-42.22%2025-09-302025-10-14history
Sponsored
IBTP ISHARES TR18.8K shares0.00%2025-09-302025-10-14history
PCG PG&E CORP31.2K shares0.21%2025-09-302025-10-14history
CALF PACER FDS TR10.4K shares-5.43%2025-09-302025-10-14history
EPD ENTERPRISE PRODS PARTNERS L14.0K shares-22.22%2025-09-302025-10-14history
SPIP SPDR SERIES TRUST16.6K shares0.00%2025-09-302025-10-14history
IBDZ ISHARES TR15.4K shares0.00%2025-09-302025-10-14history
INTC INTEL CORP12.0K shares-1.79%2025-09-302025-10-14history
HEFA ISHARES TR10.1K shares0.00%2025-09-302025-10-14history
Sponsored
PFE PFIZER INC13.8K shares1.88%2025-09-302025-10-14history
MATW MATTHEWS INTL CORP12.8K shares0.00%2025-09-302025-10-14history
IBMN ISHARES TR11.3K shares-92.98%2025-09-302025-10-14history
RQI COHEN & STEERS QUALITY INCOM23.2K shares0.00%2025-09-302025-10-14history
BTT BLACKROCK MUN TARGET TERM TR10.9K shares0.00%2025-09-302025-10-14history
SERA SERA PROGNOSTICS INC78.9K shares0.00%2025-09-302025-10-14history
IBTM ISHARES TR10.2K shares0.00%2025-09-302025-10-14history
IBTL ISHARES TR11.5K shares0.00%2025-09-302025-10-14history
Sponsored
VFC V F CORP16.1K sharesnew addition2025-09-302025-10-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available