CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

13F filer, CIK 944361, MINNEAPOLIS, MN

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported $5,159,981,707 across 190 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-14. Its ten largest share positions make up 56.85% of the portfolio.

Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0000944361-25-000001

Period: 2024-12-31
Reported value: $5.16B
Holdings: 190
Top 10 weight: 56.85%
New: 18
Sold out: 11

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VOOnew	+1,571,491	$847M
SCHGadded	+1,657,307	$46.2M
SCHBadded	+1,821,631	$41.4M
VEAadded	+588,878	$28.2M
SPHQadded	+393,229	$26.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
ISHARES TRexited	-1,198,830	-$28.8M
IVWreduced	-101,841	-$10.3M
ISHARESexited	-260,677	-$6.57M
IVEreduced	-25,527	-$4.87M
AGGreduced	-46,502	-$4.51M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0000944361-25-000001, largest first. % of portfolio is the value over $5,159,981,707, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VOOVANGUARD INDEX FDS	1,571,491	$847M	16.41%	new	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	7,673,847	$514M	9.97%	+393,229	Timeline
VEAVANGUARD TAX-MANAGED FDS	7,554,283	$361M	7%	+588,878	Timeline
SPABSPDR SERIES TRUST	12,821,067	$320M	6.21%	+888,988	Timeline
VTEBVANGUARD MUN BD FDS	3,837,927	$192M	3.73%	+219,309	Timeline
IEFAISHARES TR	2,232,259	$157M	3.04%	-45,920	Timeline
VIGIVANGUARD WHITEHALL FDS	1,927,481	$154M	2.99%	+163,654	Timeline
IVWISHARES TR	1,357,648	$138M	2.67%	-101,841	Timeline
SPIBSPDR SERIES TRUST	3,857,244	$126M	2.45%	+228,359	Timeline
NOBLPROSHARES TR	1,238,395	$123M	2.39%	+9,728	Timeline
IVEISHARES TR	635,819	$121M	2.35%	-25,527	Timeline
MUBISHARES TR	1,124,699	$120M	2.32%	+16,633	Timeline
VWOVANGUARD INTL EQUITY INDEX F	2,363,164	$104M	2.02%	+115,049	Timeline
AGGISHARES TR	959,416	$93M	1.8%	-46,502	Timeline
SPSMSPDR SERIES TRUST	2,031,470	$91.3M	1.77%	+123,222	Timeline
SPYGSPDR SERIES TRUST	933,944	$82.1M	1.59%	+25,190	Timeline
SHMSPDR SERIES TRUST	1,716,126	$81.3M	1.58%	+117,775	Timeline
TFISPDR SERIES TRUST	1,770,019	$80.7M	1.56%	+59,605	Timeline
DFACDIMENSIONAL ETF TRUST	2,047,599	$70.8M	1.37%	-92,928	Timeline
VGITVANGUARD SCOTTSDALE FDS	1,171,586	$68M	1.32%	+76,432	Timeline
PZAINVESCO EXCH TRADED FD TR II	2,701,822	$63.8M	1.24%	+176,308	Timeline
SCHBSCHWAB STRATEGIC TR	2,752,318	$62.5M	1.21%	+1,821,631	Timeline
SCHGSCHWAB STRATEGIC TR	2,217,000	$61.8M	1.2%	+1,657,307	Timeline
IWYISHARES TR	251,227	$59.1M	1.15%	-14,882	Timeline
PFFISHARES TR	1,795,892	$56.5M	1.09%	+126,908	Timeline
IVVISHARES TR	89,690	$52.8M	1.02%	-571	Timeline
IEMGISHARES INC	872,839	$45.6M	0.88%	-19,157	Timeline
AAPLAPPLE INC	171,916	$43.1M	0.83%	+1,589	Timeline
VGSHVANGUARD SCOTTSDALE FDS	709,878	$41.3M	0.8%	+44,169	Timeline
EOGEOG RES INC	325,330	$39.9M	0.77%	-645	Timeline
DFAXDIMENSIONAL ETF TRUST	1,479,291	$36.8M	0.71%	-52,168	Timeline
CWISPDR INDEX SHS FDS	1,214,136	$33.9M	0.66%	+8,277	Timeline
IJRISHARES TR	284,657	$32.8M	0.64%	-15,528	Timeline
SPLVINVESCO EXCH TRADED FD TR II	361,193	$25.3M	0.49%	-5,950	Timeline
ISHARES TRISHARES TR	1,031,266	$24M	0.47%	+98,357
SCHZSCHWAB STRATEGIC TR	1,047,541	$23.8M	0.46%	+544,306	Timeline
SCHVSCHWAB STRATEGIC TR	893,666	$23.3M	0.45%	+589,389	Timeline
IXUSISHARES TR	313,234	$20.7M	0.4%	-5,292	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	389,581	$19.8M	0.38%	+37,588	Timeline
USIGISHARES TR	385,318	$19.4M	0.38%	-7,984	Timeline
AMZNAMAZON COM INC	86,076	$18.9M	0.37%	+3,509	Timeline
JIREJ P MORGAN EXCHANGE TRADED F	313,527	$18.3M	0.36%	+34,300	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	355,622	$17.9M	0.35%	-719	Timeline
QUALISHARES TR	99,490	$17.7M	0.34%	-1,306	Timeline
ITOTISHARES TR	133,456	$17.2M	0.33%	-13,107	Timeline
SCHFSCHWAB STRATEGIC TR	918,066	$17M	0.33%	+471,584	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	28,789	$16.9M	0.33%	-93	Timeline
VTIVANGUARD INDEX FDS	54,716	$15.9M	0.31%	-102	Timeline
MSFTMICROSOFT CORP	36,918	$15.6M	0.3%	+155	Timeline
VEUVANGUARD INTL EQUITY INDEX F	257,029	$14.8M	0.29%	-1,009	Timeline
IBTGISHARES TR	527,965	$12M	0.23%	+189,957	Timeline
IWDISHARES TR	64,480	$11.9M	0.23%	-4,237	Timeline
IWFISHARES TR	27,313	$11M	0.21%	+487	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	22,698	$10.3M	0.2%	+1	Timeline
SDYSPDR SERIES TRUST	76,683	$10.1M	0.2%	+4	Timeline
ROKROCKWELL AUTOMATION INC	33,582	$9.6M	0.19%	0	Timeline
NVDANVIDIA CORPORATION	70,463	$9.46M	0.18%	+6,103	Timeline
GOVTISHARES TR	371,433	$8.54M	0.17%	-7,699	Timeline
PGPROCTER & GAMBLE CO	47,212	$7.92M	0.15%	+979	Timeline
IJHISHARES TR	120,324	$7.5M	0.15%	-9,600	Timeline
IWMISHARES TR	33,493	$7.4M	0.14%	-6,323	Timeline
SUSLISHARES TR	71,585	$7.38M	0.14%	+591	Timeline
VIGVANGUARD SPECIALIZED FUNDS	31,039	$6.08M	0.12%	+621	Timeline
SCHPSCHWAB STRATEGIC TR	233,859	$6.04M	0.12%	+120,690	Timeline
SPDWSPDR INDEX SHS FDS	175,805	$6M	0.12%	+38,641	Timeline
IBTHISHARES TR	263,530	$5.85M	0.11%	+159,323	Timeline
VUGVANGUARD INDEX FDS	13,860	$5.69M	0.11%	+306	Timeline
VTVANGUARD INTL EQUITY INDEX F	44,069	$5.18M	0.1%	0	Timeline
ISHARES TRISHARES TR	195,402	$4.89M	0.09%	+26,113
GOOGLALPHABET INC	24,470	$4.63M	0.09%	+2,115	Timeline
VTVVANGUARD INDEX FDS	26,175	$4.43M	0.09%	-3,117	Timeline
MBBISHARES TR	44,779	$4.11M	0.08%	-916	Timeline
IBMQISHARES TR	163,039	$4.11M	0.08%	+35,778	Timeline
SCHOSCHWAB STRATEGIC TR	169,094	$4.07M	0.08%	+86,782	Timeline
ABBVABBVIE INC	21,586	$3.84M	0.07%	-107	Timeline
ITMVANECK ETF TRUST	83,191	$3.84M	0.07%	+4,139	Timeline
CEGCONSTELLATION ENERGY CORP	16,929	$3.79M	0.07%	+49	Timeline
ISHARESISHARES	126,636	$3.37M	0.07%	+13,914
SCHMSCHWAB STRATEGIC TR	121,301	$3.36M	0.07%	+68,241	Timeline
IBMPISHARES TR	133,112	$3.35M	0.06%	+31,243	Timeline
XOMEXXON MOBIL CORP	31,007	$3.34M	0.06%	+5,542	Timeline
CMFISHARES TR	56,676	$3.25M	0.06%	-9,004	Timeline
AFLAFLAC INC	31,378	$3.25M	0.06%	new	Timeline
SCHXSCHWAB STRATEGIC TR	139,457	$3.23M	0.06%	+99,723	Timeline
DVNDEVON ENERGY CORP NEW	98,546	$3.23M	0.06%	+572	Timeline
ESGDISHARES TR	42,194	$3.21M	0.06%	+1,588	Timeline
EAGGISHARES TR	68,601	$3.19M	0.06%	+661	Timeline
IUSBISHARES TR	67,449	$3.05M	0.06%	+10,418	Timeline
IBDRISHARES TR	125,542	$3.02M	0.06%	+16,220	Timeline
IBMOISHARES TR	116,763	$2.97M	0.06%	+15,506	Timeline
GOOGALPHABET INC	15,090	$2.87M	0.06%	+1,389	Timeline
SCHASCHWAB STRATEGIC TR	111,081	$2.87M	0.06%	+49,295	Timeline
JPMJPMORGAN CHASE & CO	11,873	$2.85M	0.06%	+80	Timeline
DONWISDOMTREE TR	55,684	$2.84M	0.06%	-855	Timeline
VVVANGUARD INDEX FDS	10,393	$2.8M	0.05%	0	Timeline
PRFZINVESCO EXCHANGE TRADED FD T	65,267	$2.72M	0.05%	-2,476	Timeline
NEENEXTERA ENERGY INC	37,852	$2.71M	0.05%	+552	Timeline
JNJJOHNSON & JOHNSON	18,500	$2.68M	0.05%	+1,200	Timeline
MRKMERCK & CO INC	26,835	$2.67M	0.05%	+2,025	Timeline
WMWASTE MGMT INC DEL	12,830	$2.59M	0.05%	+327	Timeline
EFAISHARES TR	34,096	$2.58M	0.05%	+3,557	Timeline
VGKVANGUARD INTL EQUITY INDEX F	40,512	$2.57M	0.05%	+751	Timeline
IBDSISHARES TR	106,654	$2.56M	0.05%	+44,767	Timeline
DVYISHARES TR	18,595	$2.44M	0.05%	-345	Timeline
KOCOCA COLA CO	38,440	$2.39M	0.05%	+5,836	Timeline
IQLTISHARES TR	64,070	$2.38M	0.05%	-1,776	Timeline
IBTIISHARES TR	108,069	$2.37M	0.05%	+16,980	Timeline
SBACSBA COMMUNICATIONS CORP	11,559	$2.36M	0.05%	0	Timeline
MUSTCOLUMBIA ETF TR I	109,039	$2.21M	0.04%	0	Timeline
PTYPIMCO CORPORATE & INCOME OPP	151,374	$2.18M	0.04%	0	Timeline
EEMISHARES TR	51,273	$2.14M	0.04%	0	Timeline
VBRVANGUARD INDEX FDS	10,750	$2.13M	0.04%	-244	Timeline
CVXCHEVRON CORPORATION	14,257	$2.06M	0.04%	+1,480	Timeline
AOAISHARES TR	26,921	$2.06M	0.04%	-98	Timeline
HDVISHARES TR	17,049	$1.91M	0.04%	+5	Timeline
EXCEXELON CORP	50,139	$1.89M	0.04%	+368	Timeline
AGGYWISDOMTREE TR	43,548	$1.87M	0.04%	+728	Timeline
PEPPEPSICO INC	12,226	$1.86M	0.04%	+604	Timeline
BNDVANGUARD BD INDEX FDS	25,839	$1.86M	0.04%	+2,105	Timeline
IBDTISHARES TR	71,510	$1.78M	0.03%	+11,802	Timeline
IBMRISHARES TR	71,010	$1.77M	0.03%	new	Timeline
VPLVANGUARD INTL EQUITY INDEX F	24,759	$1.76M	0.03%	+223	Timeline
WMTWALMART INC	19,067	$1.72M	0.03%	+1,619	Timeline
IBDUISHARES TR	75,433	$1.72M	0.03%	new	Timeline
SCHESCHWAB STRATEGIC TR	63,178	$1.68M	0.03%	-919	Timeline
RTXRTX CORPORATION	13,972	$1.62M	0.03%	new	Timeline
HYMBSPDR SERIES TRUST	61,228	$1.57M	0.03%	new	Timeline
EMBISHARES TR	17,392	$1.55M	0.03%	-1,934	Timeline
DISDISNEY WALT CO	13,050	$1.45M	0.03%	-1,057	Timeline
BACBANK OF AMER CORP	32,039	$1.41M	0.03%	+17	Timeline
RPGINVESCO EXCHANGE TRADED FD T	33,980	$1.4M	0.03%	0	Timeline
DGROISHARES TR	22,098	$1.36M	0.03%	-3,808	Timeline
USCIUNITED STS COMMODITY INDEX F	20,031	$1.32M	0.03%	0	Timeline
IBTJISHARES TR	60,610	$1.29M	0.03%	+38,611	Timeline
ESMLISHARES TR	30,563	$1.29M	0.02%	+234	Timeline
VXUSVANGUARD STAR FDS	21,259	$1.25M	0.02%	-5,270	Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INC	109,591	$1.24M	0.02%	-8,789	Timeline
GISGENERAL MILLS INC	18,827	$1.2M	0.02%	+626	Timeline
ABTABBOTT LABORATORIES	10,563	$1.19M	0.02%	new	Timeline
DFUSDIMENSIONAL ETF TRUST	18,178	$1.16M	0.02%	+63	Timeline
IEFISHARES TR	12,423	$1.15M	0.02%	-4,566	Timeline
IBDVISHARES TR	51,847	$1.11M	0.02%	+10,377	Timeline
NADNUVEEN QUALITY MUNCP INCOME	94,123	$1.1M	0.02%	-57,669	Timeline
IBDWISHARES TR	48,532	$988K	0.02%	+8,739	Timeline
EFGISHARES TR	10,075	$976K	0.02%	new	Timeline
IBMSISHARES TR	38,063	$965K	0.02%	+18,240	Timeline
IBDXISHARES TR	39,221	$964K	0.02%	+5,784	Timeline
VCSHVANGUARD SCOTTSDALE FDS	12,171	$949K	0.02%	-1,371	Timeline
AORISHARES TR	16,504	$946K	0.02%	-185	Timeline
IWRISHARES TR	10,680	$944K	0.02%	+583	Timeline
EFVISHARES TR	17,525	$920K	0.02%	+3,491	Timeline
AEMAGNICO EAGLE MINES LTD	11,739	$918K	0.02%	0	Timeline
IBDYISHARES TR	36,116	$907K	0.02%	new	Timeline
SHYDVANECK ETF TRUST	38,513	$866K	0.02%	+20,973	Timeline
DFUVDIMENSIONAL ETF TRUST	21,092	$863K	0.02%	+51	Timeline
LDEMISHARES TR	17,567	$797K	0.02%	+343	Timeline
BGRNISHARES TR	16,699	$779K	0.02%	+127	Timeline
ENBENBRIDGE INC	15,804	$671K	0.01%	0	Timeline
WPMWHEATON PRECIOUS METALS CORP	11,888	$669K	0.01%	-797	Timeline
NMZNUVEEN MUN HIGH INCOME OPPOR	59,911	$648K	0.01%	-5,613	Timeline
IAUISHARES GOLD TR	12,873	$637K	0.01%	-39	Timeline
PCGPG&E CORP	31,172	$629K	0.01%	-136	Timeline
IBTOISHARES TR	26,107	$617K	0.01%	new	Timeline
ETENERGY TRANSFER L P	31,231	$612K	0.01%	0	Timeline
FNDFSCHWAB STRATEGIC TR	18,305	$608K	0.01%	+989	Timeline
CSCOCISCO SYS INC	10,205	$604K	0.01%	-3,945	Timeline
EPDENTERPRISE PRODS PARTNERS L	18,000	$564K	0.01%	0	Timeline
VZVERIZON COMMUNICATIONS INC	13,127	$525K	0.01%	+635	Timeline
ICSHISHARES TR	10,114	$510K	0.01%	new	Timeline
SPIPSPDR SERIES TRUST	16,589	$420K	0.01%	0	Timeline
AGZDWISDOMTREE TR	18,188	$409K	0.01%	0	Timeline
ETHEGRAYSCALE ETHEREUM STAKING E	14,372	$403K	0.01%	new	Timeline
IBDZISHARES TR	15,445	$393K	0.01%	new	Timeline
PFEPFIZER INC	14,663	$389K	0.01%	-2,823	Timeline
AGIALAMOS GOLD INC	20,552	$379K	0.01%	0	Timeline
FNDXSCHWAB STRATEGIC TR	15,991	$379K	0.01%	new	Timeline
RVTROYCE SMALL CAP TRUST INC	23,224	$367K	0.01%	0	Timeline
MATWMATTHEWS INTL CORP	12,771	$354K	0.01%	0	Timeline
HEFAISHARES TR	10,101	$351K	0.01%	0	Timeline
IBTKISHARES TR	17,705	$340K	0.01%	+3,501	Timeline
PMLPIMCO MUN INCOME FD II	40,000	$324K	0.01%	0	Timeline
COMTISHARES U S ETF TR	11,466	$290K	0.01%	-1,298	Timeline
RQICOHEN & STEERS QUALITY INCOM	23,179	$284K	0.01%	0	Timeline
PWZINVESCO EXCH TRADED FD TR II	10,326	$255K	<0.01%	new	Timeline
MLNVANECK ETF TRUST	13,953	$249K	<0.01%	new	Timeline
TAT&T INC	10,335	$235K	<0.01%	-1,340	Timeline
INTCINTEL CORP	11,647	$234K	<0.01%	-3,117	Timeline
IBTLISHARES TR	11,498	$228K	<0.01%	new	Timeline
IBTMISHARES TR	10,223	$227K	<0.01%	new	Timeline
BTTBLACKROCK MUN TARGET TERM TR	10,857	$224K	<0.01%	0	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
ISHARES TRISHARES TR	1,198,830	$28.8M	shares
ISHARESISHARES	260,677	$6.57M	shares
ISHARES TRISHARES TR	123,086	$3.21M	shares
RTX CORPORATIONRTX CORPORATION	12,951	$1.57M	shares
ISHARES TRISHARES TR	42,930	$1.09M	shares
VCITVANGUARD SCOTTSDALE FDS	11,396	$954K	shares
ISHARES TRISHARES TR	36,477	$858K	shares
ISHARES TRISHARES TR	22,281	$588K	shares
ISHARES IBONDS DEC 2033ISHARES IBONDS DEC 2033	23,306	$585K	shares
IYEISHARES TR	12,080	$560K	shares
IDVISHARES TR	11,312	$342K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000944361-25-000001	base		2025-01-14	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC