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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
SPYGSpdr Ser Tr
Recent Activity
Increased 2.78%
1.6%
$82.094M
933,944 shares@ $87.9 avg price
SHMSpdr Ser Tr
Recent Activity
Increased 7.37%
1.58%
$81.327M
1.716M shares@ $47.4 avg price
TFISpdr Ser Tr
Recent Activity
Increased 3.49%
1.57%
$80.748M
1.77M shares@ $45.63 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 6.98%
1.32%
$67.952M
1.172M shares@ $58.01 avg price
PZAInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 6.99%
1.24%
$63.79M
2.702M shares@ $23.61 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 195.73%
1.22%
$62.478M
2.752M shares@ $22.7 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 296.12%
1.2%
$61.788M
2.217M shares@ $27.88 avg price
PFFIshares Tr
Recent Activity
Increased 7.61%
1.1%
$56.463M
1.796M shares@ $31.44 avg price
AAPLApple Inc
Recent Activity
Increased 0.94%
0.84%
$43.051M
171,916 shares@ $250.43 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 6.64%
0.81%
$41.301M
709,878 shares@ $58.19 avg price