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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
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
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.2%
0.35%
$17.913M
355,622 shares@ $50.38 avg price
QUALIshares Tr
Recent Activity
Decreased -1.29%
0.35%
$17.717M
99,490 shares@ $178.09 avg price
ITOTIshares Tr
Recent Activity
Decreased -8.94%
0.34%
$17.165M
133,456 shares@ $128.62 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 105.63%
0.33%
$16.984M
918,066 shares@ $18.5 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.32%
0.33%
$16.873M
28,789 shares@ $586.09 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.18%
0.31%
$15.857M
54,716 shares@ $289.82 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.43%
0.31%
$15.561M
36,918 shares@ $421.5 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -0.39%
0.29%
$14.756M
257,029 shares@ $57.41 avg price