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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
CWISpdr Index Shs Fds
Recent Activity
Increased 0.69%
0.66%
$33.923M
1.214M shares@ $27.94 avg price
IBTFIshares Tr
Recent Activity
Increased 10.55%
0.47%
$24.049M
1.031M shares@ $23.32 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 108.17%
0.47%
$23.779M
1.048M shares@ $22.7 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 193.71%
0.46%
$23.298M
893,666 shares@ $26.08 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Increased 10.68%
0.39%
$19.756M
389,581 shares@ $50.71 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 4.25%
0.37%
$18.884M
86,076 shares@ $219.4 avg price
JIREJ P Morgan Exchange Traded F
Recent Activity
Increased 12.29%
0.36%
$18.344M
313,527 shares@ $58.52 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 105.63%
0.33%
$16.984M
918,066 shares@ $18.5 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.43%
0.31%
$15.561M
36,918 shares@ $421.5 avg price
IBTGIshares Tr
Recent Activity
Increased 56.2%
0.24%
$12.043M
527,965 shares@ $22.81 avg price