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Asset Manager ← All Institutions

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

220 S. SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402-4505 • 612-397-3036

Q2 2025 · Filed 2025-07-21
Market Value
$6.0B
+11.2%
Holdings
208
+8
New Purchases
16
Added To
78
Closed
8
Reduced
87
Top 10 Concentration
57.9%
Turnover
11.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 18.93% 17.41% +1.51% $1.1B
VEA 7.25% 6.82% +0.43% $432M
VTI 0.89% 0.48% +0.41% $53M
QUAL 1.12% 0.73% +0.38% $66M
SCHA 0.35% 0.09% +0.26% $21M
MSFT 0.51% 0.27% +0.24% $31M
SPYG 1.58% 1.41% +0.17% $94M
VWO 2.24% 2.13% +0.11% $133M
VIGI 2.78% 2.69% +0.09% $165M
MLN 0.12% 0.04% +0.08% $7M
JIRE 0.58% 0.50% +0.08% $34M
SPHQ 9.62% 9.56% +0.06% $573M
GSLC 0.06% 0.00% +0.06% $3M
SCHE 0.08% 0.03% +0.05% $5M
JGRO 0.05% 0.00% +0.05% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MUB 1.22% 1.58% -0.36% $73M
IVE 1.65% 1.98% -0.33% $99M
IEFA 1.78% 2.03% -0.25% $106M
NOBL 2.18% 2.42% -0.23% $130M
BRK-B 0.00% 0.23% -0.23% $0
SPAB 5.43% 5.60% -0.17% $323M
VTEB 4.15% 4.29% -0.13% $247M
MBB 1.51% 1.65% -0.13% $90M
PZA 1.46% 1.59% -0.13% $87M
EOG 0.65% 0.78% -0.13% $39M
IGEB 0.40% 0.51% -0.12% $24M
AMZN 0.14% 0.26% -0.12% $8M
AAPL 0.60% 0.71% -0.12% $36M
IQLT 0.51% 0.61% -0.10% $31M
SHM 1.24% 1.34% -0.10% $74M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 96.8%
Technology 1.3%
Consumer Defensive 0.3%
Industrials 0.3%
Energy 0.3%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 30 $1.8B 30.5%
Large Cap 100 $3.1B 51.7%
Mid Cap 38 $887M 14.9%
Small Cap 36 $173M 2.9%
Micro Cap 4 $2M 0.0%

Portfolio Analytics

Avg Market Cap
$213.9B
Median Market Cap
$19.4B
Avg P/E
26.4
Median P/E
23.4
Avg Dividend Yield
0.03%
Avg Beta
0.80
# Stocks
49
# ETFs / Funds
159

Top Holdings (208 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 18.93% 1,985,564 $1.1B $568.03 $194M +169,262 +9.3%
2 SPHQ 9.62% 8,043,049 $573M $71.26 $61M +319,087 +4.1%
3 VEA 7.25% 7,576,249 $432M $57.01 $66M +385,930 +5.4%
4 SPAB 5.43% 12,634,914 $323M $25.60 $23M +889,542 +7.6%
5 VTEB 4.15% 5,046,259 $247M $49.03 $18M +415,704 +9.0%
6 SPIB 3.11% 5,512,775 $185M $33.58 $18M +474,631 +9.4%
7 VIGI 2.78% 1,835,873 $165M $90.12 $21M +97,281 +5.6%
8 SPSM 2.26% 3,167,590 $135M $42.60 $12M +163,590 +5.5%
9 VWO 2.24% 2,697,697 $133M $49.46 $19M +171,389 +6.8%
10 NOBL 2.18% 1,292,490 $130M $100.70 $607K +24,659 +1.9%
11 VGIT 2.10% 2,096,896 $125M $59.81 $9M +131,953 +6.7%
12 IVW 1.86% 1,005,071 $111M $110.10 $10M -76,301 -7.1%
13 IEFA 1.78% 1,271,801 $106M $83.48 -$3M -165,748 -11.5%
14 IVE 1.65% 504,103 $99M $195.42 -$8M -53,064 -9.5%
15 SPYG 1.58% 989,939 $94M $95.32 $19M +48,004 +5.1%
16 MBB 1.51% 960,195 $90M $93.89 $2M +18,484 +2.0%
17 PZA 1.46% 3,896,663 $87M $22.39 $2M +196,614 +5.3%
18 SHM 1.24% 1,545,071 $74M $47.83 $2M +36,204 +2.4%
19 MUB 1.22% 697,556 $73M $104.48 -$12M -104,610 -13.0%
20 DFAC 1.16% 1,920,574 $69M $35.84 $3M -80,097 -4.0%
21 QUAL 1.12% 363,535 $66M $182.82 $27M +133,457 +58.0%
22 SCHG 1.03% 2,095,181 $61M $29.21 $8M -32,430 -1.5%
23 PFF 1.00% 1,948,730 $60M $30.68 $2M +64,033 +3.4%
24 SCHB 1.00% 2,507,408 $60M $23.83 $5M -50,577 -2.0%
25 VTI 0.89% 175,403 $53M $303.93 $28M +81,534 +86.9%
26 FLMI 0.88% 2,166,091 $53M $24.26 $2M +106,403 +5.2%
27 HYMB 0.88% 2,104,713 $52M $24.78 $2M +122,365 +6.2%
28 IWY 0.78% 187,654 $46M $246.51 $3M -17,073 -8.3%
29 IVV 0.78% 74,434 $46M $620.90 $1M -5,899 -7.3%
30 IEMG 0.70% 693,107 $42M $60.03 -$800K -92,648 -11.8%
31 DFAX 0.67% 1,362,512 $40M $29.37 $3M -68,254 -4.8%
32 EOG 0.65% 324,589 $39M $119.61 -$3M -2
33 CWI 0.63% 1,148,042 $37M $32.66 $2M -40,179 -3.4%
34 AAPL 0.60% 173,120 $36M $205.17 -$3M +1,060 +0.6%
35 JIRE 0.58% 485,913 $34M $70.77 $8M +64,694 +15.4%
36 IQLT 0.51% 708,484 $31M $43.22 -$2M -120,728 -14.6%
37 MSFT 0.51% 61,494 $31M $497.41 $16M +22,602 +58.1%
38 SPLV 0.46% 374,000 $27M $72.82 -$611K +1,331 +0.4%
39 IBTF 0.42% 1,061,348 $25M $23.36 $225K +10,080 +1.0%
40 IGEB 0.40% 519,201 $24M $45.44 -$4M -92,173 -15.1%
41 SCHZ 0.39% 990,638 $23M $23.24 -$581K -28,529 -2.8%
42 SCHV 0.35% 761,893 $21M $27.67 $502K -12,356 -1.6%
43 SCHA 0.35% 827,634 $21M $25.30 $16M +626,518 +311.5%
44 JMST 0.34% 395,637 $20M $50.92 $1M +24,176 +6.5%
45 JPST 0.33% 383,556 $19M $50.68 $103K +1,664 +0.4%
46 IXUS 0.32% 248,417 $19M $77.31 -$291K -30,860 -11.1%
47 IJR 0.31% 167,265 $18M $109.29 $268K -4,991 -2.9%
48 SPY 0.30% 29,375 $18M $617.85 $2M -283 -0.9%
49 IEI 0.30% 148,667 $18M $119.09 -$3M -27,198 -15.5%
50 IBTG 0.29% 747,142 $17M $22.93 $2M +77,028 +11.5%
51 VEU 0.29% 253,498 $17M $67.22 $3M +25,322 +11.1%
52 TFI 0.28% 370,864 $17M $44.67 -$3M -53,361 -12.6%
53 DYNF 0.26% 282,180 $15M $54.46 -$3M -94,218 -25.0%
54 ITOT 0.26% 113,376 $15M $135.04 $601K -7,179 -6.0%
55 SCHF 0.24% 653,755 $14M $22.10 $177K -67,722 -9.4%
56 AGG 0.23% 135,719 $13M $99.20 -$1M -14,152 -9.4%
57 IEF 0.22% 134,274 $13M $95.77 -$2M -22,717 -14.5%
58 HYG 0.20% 149,699 $12M $80.65 -$2M -25,735 -14.7%
59 IWD 0.19% 57,958 $11M $194.23 -$259K -3,245 -5.3%
60 ROK 0.19% 33,691 $11M $332.17 $3M +273 +0.8%
61 IWF 0.18% 25,336 $11M $424.57 $1M -535 -2.1%
62 IBTH 0.17% 446,695 $10M $22.49 $2M +73,428 +19.7%
63 NVDA 0.17% 62,878 $10M $157.99 $1M -15,024 -19.3%
64 SUB 0.16% 87,599 $9M $106.34 $2M +19,967 +29.5%
65 SDY 0.15% 66,230 $9M $135.73 -$26K -217 -0.3%
66 SUSL 0.15% 80,013 $9M $108.35 $833K -1,773 -2.2%
67 AMZN 0.14% 37,510 $8M $219.39 -$5M -34,450 -47.9%
68 SPDW 0.13% 195,176 $8M $40.49 $2M +41,960 +27.4%
69 EAGG 0.13% 158,301 $8M $47.54 -$73K -1,729 -1.1%
70 IJH 0.12% 117,608 $7M $62.02 $753K +5,510 +4.9%
71 MLN 0.12% 420,049 $7M $16.89 $5M +288,958 +220.4%
72 GOVT 0.11% 289,674 $7M $22.98 -$798K -34,674 -10.7%
73 IBDQ 0.11% 260,361 $7M $25.18 $1M +43,624 +20.1%
74 PG 0.11% 39,333 $6M $159.32 $587K +6,009 +18.0%
75 USIG 0.10% 120,566 $6M $51.44 -$944K -19,340 -13.8%
76 VUG 0.10% 13,838 $6M $438.40 $1M +220 +1.6%
77 VIG 0.10% 29,546 $6M $204.67 $303K -66 -0.2%
78 SCHP 0.10% 225,788 $6M $26.68 -$313K -9,876 -4.2%
79 SHYM 0.10% 262,371 $6M $22.31 -$888K -35,009 -11.8%
80 IWM 0.10% 27,002 $6M $215.79 $458K +89 +0.3%
81 VT 0.10% 44,069 $6M $128.52 $547K -59 -0.1%
82 JPM 0.09% 19,340 $6M $289.92 $2M +4,941 +34.3%
83 CEG 0.09% 16,848 $5M $322.76 $2M -582 -3.3%
84 IBMP 0.09% 202,026 $5M $25.35 $1M +43,281 +27.3%
85 SCHE 0.08% 160,686 $5M $30.14 $3M +101,656 +172.2%
86 CMF 0.08% 85,544 $5M $55.74 $937K +17,467 +25.7%
87 IBMO 0.08% 181,579 $5M $25.62 $962K +37,187 +25.8%
88 GOOGL 0.08% 26,367 $5M $176.23 $663K +609 +2.4%
89 IBMQ 0.08% 181,110 $5M $25.41 $234K +8,409 +4.9%
90 IBTI 0.08% 205,773 $5M $22.36 $674K +29,258 +16.6%
91 ABBV 0.08% 24,562 $5M $185.62 $53K +3,053 +14.2%
92 ESGD 0.07% 49,116 $4M $89.22 $243K -1,558 -3.1%
93 IBDR 0.07% 178,281 $4M $24.25 $785K +32,126 +22.0%
94 IBMN 0.07% 161,350 $4M $26.76 $342K +12,692 +8.5%
95 VTV 0.07% 24,259 $4M $176.74 -$209K -1,771 -6.8%
96 SCHO 0.07% 161,559 $4M $24.38 -$144K -6,176 -3.7%
97 XOM 0.06% 34,996 $4M $107.80 $150K +4,540 +14.9%
98 IBTJ 0.06% 166,053 $4M $21.92 $878K +39,190 +30.9%
99 GSLC 0.06% 27,629 $3M $121.38 +27,629 NEW
100 IBDS 0.06% 137,467 $3M $24.27 $487K +19,642 +16.7%

New Positions

SymbolValue% Port
GSLC $3M 0.06%
JGRO $3M 0.05%
UNP $2M 0.04%
BMO $2M 0.04%
HYD $2M 0.03%
QEFA $2M 0.03%
JMUB $1M 0.02%
PEP $1M 0.02%
CMCSA $1M 0.02%
IBDY $911K 0.02%
PREF $832K 0.01%
BMY $568K 0.01%
IYE $498K 0.01%
CALF $438K 0.01%
IVT $329K 0.01%

Sold Out Positions

SymbolValue% Port
T —%
RVT —%
CSCO —%
FNDX —%
MDLZ —%
SCHD —%
AGZD —%
BRK-B —%
View SEC EDGAR Filings for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms