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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
IEFIshares Tr
Recent Activity
Decreased -26.87%
0.03%
$1.149M
12,423 shares@ $92.46 avg price
NADNuveen Quality Muncp Income
Recent Activity
Decreased -37.99%
0.03%
$1.097M
94,123 shares@ $11.67 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -10.12%
0.02%
$949,460
12,171 shares@ $78.02 avg price
AORIshares Tr
Recent Activity
Decreased -1.1%
0.02%
$946,010
16,504 shares@ $57.33 avg price
WPMWheaton Precious Metals Corp
Recent Activity
Decreased -6.28%
0.02%
$668,582
11,888 shares@ $56.25 avg price
NMZNuveen Mun High Income Oppor
Recent Activity
Decreased -8.56%
0.02%
$647,638
59,911 shares@ $10.82 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -0.3%
0.02%
$637,343
12,873 shares@ $49.52 avg price
PCGPg&e Corp
Recent Activity
Decreased -0.43%
0.02%
$629,051
31,172 shares@ $20.19 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -27.87%
0.02%
$604,136
10,205 shares@ $59.2 avg price
PFEPfizer Inc
Recent Activity
Decreased -16.14%
0.01%
$389,010
14,663 shares@ $26.54 avg price