CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$4.34B
Signature - Title
Arnita Hallman - Compliance Director
Location
Minneapolis, MN
Summary
This page shows a list of all the recent 13F filings made by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported 183 stock holdings with total value $4.34B as of Q3 2024. Top holdings included SPHQ, VEA, SPAB, VTEB, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 183 $4.34B +$226M -$759M -$533M SPHQ, VEA, SPAB, VTEB, IEFA 13F-HR 10/11/2024, 05:52 PM
Q2 2024 180 $4.66B +$245M -$33.5M +$212M VOO, SPHQ, VEA, SPAB, VTEB 13F-HR 7/11/2024, 08:45 PM
Q1 2024 179 $4.39B +$790M -$565M +$225M VOO, SPHQ, VEA, SPAB, IEFA 13F-HR 5/2/2024, 04:08 PM
Q4 2023 184 $4.02B +$218M -$74.8M +$143M VOO, VEA, SPHQ, SPAB, IEFA 13F-HR 1/16/2024, 03:01 PM
Q3 2023 180 $3.57B +$189M -$37M +$152M VOO, VEA, SPHQ, SPAB, IEFA 13F-HR 10/13/2023, 03:14 PM
Q2 2023 172 $3.57B +$231M -$157M +$74.2M VOO, VEA, SPAB, SPHQ, IEFA 13F-HR 7/14/2023, 04:31 PM
Q1 2023 185 $3.39B +$994M -$420M +$575M VOO, VEA, IEFA, VTV, VTEB 13F-HR 4/12/2023, 07:38 PM
Q4 2022 185 $2.69B +$1.86B -$43.6M +$1.81B VOO, VEA, IEFA, VLUE, IVE 13F-HR 1/19/2023, 02:40 PM
Q3 2022 88 $810M +$112M -$1.65B -$1.54B IEFA, VLUE, NOBL, VWO, DFAC 13F-HR 10/12/2022, 12:44 PM
Q2 2022 179 $2.41B +$98.6M -$169M -$70M VOO, VEA, IEFA, MUB, AGG 13F-HR 7/8/2022, 02:40 PM
Q1 2022 187 $2.8B +$503M -$260M +$243M VOO, VEA, IEFA, MUB, IVE 13F-HR 4/27/2022, 03:49 PM
Q4 2021 173 $2.74B +$185M -$116M +$68.9M VLUE, VEA, MUB, JMST, VOO 13F-HR 1/26/2022, 02:04 PM
Q3 2021 300 $2.55B +$185M -$46.1M +$139M MUB, VLUE, VEA, IEFA, VOO Restatement 11/2/2021, 11:25 AM
Q2 2021 301 $2.44B +$383M -$158M +$224M MUB, VEA, VLUE, IEFA, AGG 13F-HR 7/21/2021, 11:53 AM
Q1 2021 165 $2.12B +$346M -$324M +$22.5M MUB, IEFA, AGG, IVE, VEA 13F-HR 5/24/2021, 12:20 PM
Q4 2020 162 $2.04B +$214M -$33.3M +$180M QUAL, MUB, IEFA, AGG, IVW 13F-HR 1/14/2021, 03:19 PM
Q3 2020 153 $1.77B +$204M -$114M +$89.8M MUB, AGG, QUAL, IEFA, IVW 13F-HR 10/13/2020, 12:23 PM
Q2 2020 155 $1.64B +$557M -$119M +$439M MUB, AGG, IEFA, IVW, IVE 13F-HR 7/16/2020, 11:30 AM
Q4 2019 149 $1.26B +$131M -$73M +$58.3M IEFA, AGG, MUB, IVE, IVW 13F-HR 1/29/2020, 10:18 AM
Q3 2019 142 $1.15B +$163M -$14M +$149M MUB, AGG, IEFA, IVE, IVW 13F-HR 10/7/2019, 11:46 AM
Q2 2019 108 $997M +$77.8M -$14.8M +$63M MUB, IEFA, AGG, IVW, IVE 13F-HR 7/17/2019, 11:09 AM
Q1 2019 108 $914M +$67.2M -$229M -$161M IEFA, MUB, AGG, IVW, IVE 13F-HR 4/9/2019, 04:32 PM
Q4 2018 135 $1B +$131M -$96.1M +$34.6M AGG, IEFA, MUB, IVW, IVE 13F-HR 1/22/2019, 03:38 PM
Q3 2018 126 $1.07B +$62.6M -$32.6M +$30M AGG, MUB, IEFA, IVW, IVE 13F-HR 11/5/2018, 10:11 AM
Q2 2018 127 $1.02B +$48M -$32.6M +$15.4M MUB, AGG, IEFA, IVW, IVE 13F-HR 7/23/2018, 10:50 AM
Q1 2018 127 $1B +$74.4M -$25.8M +$48.6M MUB, AGG, IEFA, IVW, IVE 13F-HR 4/26/2018, 12:33 PM
Q4 2017 123 $973M +$62.9M -$63.1M -$234K AGG, MUB, IEFA, IVW, IVE 13F-HR 1/31/2018, 11:23 AM
Q3 2017 131 $945M +$31.8M -$19.9M +$11.9M AGG, MUB, IEFA, IVW, IVE 13F-HR 11/6/2017, 10:43 AM
Q2 2017 131 $896M +$37.5M -$50.5M -$13M AGG, MUB, IEFA, IVW, IVE 13F-HR 8/1/2017, 11:53 AM
Q1 2017 131 $894M +$77.1M -$85.2M -$8.12M AGG, MUB, IEFA, IVW, IVE 13F-HR 5/1/2017, 12:55 PM
Q4 2016 127 $874M +$96.8M -$45.2M +$51.7M AGG, MUB, IEFA, IVE, IVW 13F-HR 2/3/2017, 02:16 PM
Q3 2016 125 $820M +$194M -$73M +$121M AGG, MUB, IEFA, IVW, IVE 13F-HR 11/3/2016, 04:10 PM
Q2 2016 106 $692M +$81.6M -$37.4M +$44.2M MUB, AGG, IEFA, IVE, IVW 13F-HR 8/9/2016, 02:38 PM
Q1 2016 100 $637M +$126M -$83M +$42.8M AGG, MUB, IEFA, SCHG, IVW 13F-HR 4/27/2016, 02:55 PM
Q4 2015 113 $587M +$110M -$69M +$40.9M MUB, AGG, SCHG, SCHV, IEFA 13F-HR 2/1/2016, 02:53 PM
Q3 2015 109 $533M +$138M -$74.5M +$63.8M SCHG, MUB, SCHV, AGG, VEA 13F-HR 10/27/2015, 03:03 PM
Q2 2015 160 $501M +$153M -$97.2M +$56M SCHG, SCHV, MUB, VEA, IDV 13F-HR 7/29/2015, 02:43 PM
Q1 2015 85 $449M +$21.6M -$40.2M -$18.5M SCHG, SCHV, VEA, CVY, SDY 13F-HR 4/8/2015, 12:37 PM
Q4 2014 77 $462M +$30.6M -$39.1M -$8.43M SCHG, SCHV, VEA, CVY, SDY 13F-HR 1/22/2015, 03:25 PM
Q3 2014 73 $468M +$26.4M -$52M -$25.6M SCHG, SCHV, VEA, CVY, SDY 13F-HR 10/17/2014, 11:02 AM
Q2 2014 77 $508M +$59.6M -$22.1M +$37.5M SCHG, SCHV, VEA, SDY, CVY 13F-HR 7/16/2014, 01:41 PM
Q1 2014 76 $453M +$69.8M -$19.1M +$50.7M SCHG, SCHV, SDY, VEA, CVY 13F-HR 4/11/2014, 10:21 AM
Q4 2013 76 $399M $0 $0 SDY, SCHG, SCHV, DXJ, PXH 13F-HR 1/31/2014, 12:16 PM