test

Arnita Hallman

@Cliftonlarsonallen Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$5.16BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBTEIshares Tr
Recent Activity
Exited
0%
$28.772M
1.199M shares@ $24.0 avg price
IBDPIshares Tr
Recent Activity
Exited
0%
$6.572M
260,677 shares@ $25.22 avg price
IBMMIshares Tr
Recent Activity
Exited
0%
$3.213M
123,086 shares@ $26.11 avg price
7551⤦Rtx Corporation
Recent Activity
Exited
0%
$1.569M
12,951 shares@ $121.17 avg price
4643⤦Ishares Tr
Recent Activity
Exited
0%
$1.094M
42,930 shares@ $25.5 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Exited
0%
$954,415
11,396 shares@ $83.75 avg price
4643⤦Ishares Tr
Recent Activity
Exited
0%
$857,575
36,477 shares@ $23.52 avg price
4643⤦Ishares Tr
Recent Activity
Exited
0%
$588,219
22,281 shares@ $26.41 avg price
4643⤦Ishares Tr
Recent Activity
Exited
0%
$585,191
23,306 shares@ $25.11 avg price
IYEIshares Tr
Recent Activity
Exited
0%
$559,788
12,080 shares@ $46.35 avg price