$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 | New | MARATHON PETE CORP | $622,000 | – | 10,399 | +100.0% | 0.07% | – |
NVG | New | NUVEEN AMT FREE MUN CR INC | $598,000 | – | 39,565 | +100.0% | 0.06% | – |
NUV | New | NUVEEN MUN VALUE FD INC | $532,000 | – | 53,165 | +100.0% | 0.06% | – |
IBDN | New | ISHARES TRibonds dec22 etf | $326,000 | – | 13,102 | +100.0% | 0.04% | – |
IBDO | New | ISHARES TRibonds dec23 etf | $318,000 | – | 12,698 | +100.0% | 0.04% | – |
IBDR | New | ISHARES TRibonds dec2026 | $259,000 | – | 10,699 | +100.0% | 0.03% | – |
NZF | New | NUVEEN MUNICIPAL CREDIT IN | $231,000 | – | 15,340 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INTL EQUITY INDEX F | 41 | Q3 2023 | 8.3% |
Schwab US Large Cap Growth ETF | 40 | Q3 2023 | 18.0% |
Schwab US Large Cap Value ETF | 40 | Q3 2023 | 17.1% |
ISHARES TR | 40 | Q3 2023 | 7.4% |
ISHARES TR | 40 | Q3 2023 | 7.7% |
VANGUARD TAX-MANAGED INTL FD | 40 | Q3 2023 | 8.3% |
ISHARES TR | 40 | Q3 2023 | 4.0% |
SPDR S&P Dividend | 40 | Q3 2023 | 9.1% |
SCHWAB STRATEGIC TR | 40 | Q3 2023 | 8.1% |
iShares Tr S&P Mid Cap 600 Index | 40 | Q3 2023 | 2.6% |
View CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-02 |
13F-HR | 2024-01-16 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-13 |
X-17A-5 | 2023-03-31 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-08 |
13F-HR | 2022-04-27 |
View CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.