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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
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 5.41%
9.97%
$514.378M
7.674M shares@ $67.04 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 8.46%
7.01%
$361.246M
7.554M shares@ $47.82 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 7.46%
6.21%
$320.398M
12.821M shares@ $24.99 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 6.07%
3.73%
$192.395M
3.838M shares@ $50.14 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 9.28%
2.99%
$154.179M
1.927M shares@ $80.0 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 6.3%
2.45%
$126.363M
3.857M shares@ $32.77 avg price
NOBLProshares Tr
Recent Activity
Increased 0.8%
2.39%
$123.282M
1.238M shares@ $99.56 avg price
MUBIshares Tr
Recent Activity
Increased 1.51%
2.33%
$119.837M
1.125M shares@ $106.56 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 5.12%
2.02%
$104.074M
2.363M shares@ $44.05 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 6.46%
1.77%
$91.254M
2.031M shares@ $44.93 avg price