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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
IWFIshares Tr
Recent Activity
Increased 1.82%
0.22%
$10.968M
27,313 shares@ $401.58 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.01%
0.2%
$10.289M
22,698 shares@ $453.29 avg price
SDYSpdr Ser Tr
Recent Activity
Increased 0.01%
0.2%
$10.13M
76,683 shares@ $132.1 avg price
NVDANvidia Corporation
Recent Activity
Increased 9.49%
0.19%
$9.463M
70,463 shares@ $134.3 avg price
PGProcter And Gamble Co
Recent Activity
Increased 2.12%
0.16%
$7.915M
47,212 shares@ $167.66 avg price
SUSLIshares Tr
Recent Activity
Increased 0.84%
0.15%
$7.376M
71,585 shares@ $103.05 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 2.05%
0.12%
$6.078M
31,039 shares@ $195.84 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 106.65%
0.12%
$6.041M
233,859 shares@ $25.84 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 28.18%
0.12%
$6M
175,805 shares@ $34.14 avg price
IBTHIshares Tr
Recent Activity
Increased 152.9%
0.12%
$5.849M
263,530 shares@ $22.2 avg price