Arnita Hallman

@Cliftonlarsonallen Wealth Advisors, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$5.16B

Total holdings190

Assets growth rate18.93%

Assets growth rate (2-Q avg)5.99%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cliftonlarsonallen Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 190 positions.

Assets under management

The assets under management (AUM) of Cliftonlarsonallen Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 5.16B in assets, with a quarterly growth rate of 18.93% and a 2-quarter average growth rate of 5.99%. The portfolio is managed by Arnita Hallman, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VOOVanguard Index Fds Recent Activity New Position	16.41%	$846.735M 1.571M shares@ $538.81 avg price	New Position
AFLAflac Inc Recent Activity New Position	0.07%	$3.246M 31,378 shares@ $103.45 avg price	New Position
IBMRIshares Tr Recent Activity New Position	0.04%	$1.774M 71,010 shares@ $24.99 avg price	New Position
IBDUIshares Tr Recent Activity New Position	0.04%	$1.72M 75,433 shares@ $22.81 avg price	New Position
RTXRtx Corporation Recent Activity New Position	0.04%	$1.617M 13,972 shares@ $115.73 avg price	New Position
HYMBSpdr Ser Tr Recent Activity New Position	0.04%	$1.566M 61,228 shares@ $25.59 avg price	New Position
ABTAbbott Labs Recent Activity New Position	0.03%	$1.195M 10,563 shares@ $113.12 avg price	New Position
EFGIshares Tr Recent Activity New Position	0.02%	$975,563 10,075 shares@ $96.84 avg price	New Position
IBDYIshares Tr Recent Activity New Position	0.02%	$906,512 36,116 shares@ $25.11 avg price	New Position
IBTOIshares Tr Recent Activity New Position	0.02%	$616,909 26,107 shares@ $23.64 avg price	New Position