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
ICSHIshares Tr Recent Activity New Position	0.01%	$510,050 10,114 shares@ $50.44 avg price	New Position
ETHEGrayscale Ethereum Trust Etf Recent Activity New Position	0.01%	$402,704 14,372 shares@ $28.03 avg price	New Position
IBDZIshares Tr Recent Activity New Position	0.01%	$393,076 15,445 shares@ $25.46 avg price	New Position
FNDXSchwab Strategic Tr Recent Activity New Position	0.01%	$378,667 15,991 shares@ $23.69 avg price	New Position
PWZInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.01%	$255,053 10,326 shares@ $24.71 avg price	New Position
MLNVaneck Etf Trust Recent Activity New Position	0.01%	$249,480 13,953 shares@ $17.89 avg price	New Position
IBTLIshares Tr Recent Activity New Position	0.01%	$227,661 11,498 shares@ $19.81 avg price	New Position
IBTMIshares Tr Recent Activity New Position	0.01%	$226,951 10,223 shares@ $22.21 avg price	New Position