CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - Q1 2019 holdings

$914 Million is the total value of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's 109 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .

 Value Shares↓ Weighting
MPC NewMARATHON PETE CORP$622,00010,399
+100.0%
0.07%
NVG NewNUVEEN AMT FREE MUN CR INC$598,00039,565
+100.0%
0.06%
NUV NewNUVEEN MUN VALUE FD INC$532,00053,165
+100.0%
0.06%
IBDN NewISHARES TRibonds dec22 etf$326,00013,102
+100.0%
0.04%
IBDO NewISHARES TRibonds dec23 etf$318,00012,698
+100.0%
0.04%
IBDR NewISHARES TRibonds dec2026$259,00010,699
+100.0%
0.03%
NZF NewNUVEEN MUNICIPAL CREDIT IN$231,00015,340
+100.0%
0.02%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2019-04-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INTL EQUITY INDEX F41Q3 20238.3%
Schwab US Large Cap Growth ETF40Q3 202318.0%
Schwab US Large Cap Value ETF40Q3 202317.1%
ISHARES TR40Q3 20237.4%
ISHARES TR40Q3 20237.7%
VANGUARD TAX-MANAGED INTL FD40Q3 20238.3%
ISHARES TR40Q3 20234.0%
SPDR S&P Dividend40Q3 20239.1%
SCHWAB STRATEGIC TR40Q3 20238.1%
iShares Tr S&P Mid Cap 600 Index40Q3 20232.6%

View CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-02
13F-HR2024-01-16
13F-HR2023-10-13
13F-HR2023-07-14
13F-HR2023-04-13
X-17A-52023-03-31
13F-HR2023-01-19
13F-HR2022-10-12
13F-HR2022-07-08
13F-HR2022-04-27

View CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported number of holdings is incorrect (109 != 108)

Export CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's holdings