Holdings
Cliftonlarsonallen Wealth Advisors, LLC
As of Sep 30, 2026, Cliftonlarsonallen Wealth Advisors, LLC reported 54 positions worth US$261M. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 143K | US$47.7M | −32,373 | Sep 30, 2026 |
| Microsoft Corp. | 71,144 | US$36.5M | −15,375 | Sep 30, 2026 |
| Nvidia Corporation | 72,865 | US$16.6M | −39,444 | Sep 30, 2026 |
| Rockwell Automation, Inc. | 33,801 | US$14.7M | +300 | Sep 30, 2026 |
| Johnson & Johnson | 39,674 | US$10.5M | +7,547 | Sep 30, 2026 |
| Amazon.com, Inc. | 34,578 | US$8.62M | −8,312 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 24,914 | US$8.57M | −18,751 | Sep 30, 2026 |
| Walmart Inc. | 67,773 | US$7.04M | −3,364 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 20,144 | US$6.66M | −3,397 | Sep 30, 2026 |
| Automatic Data Processing, Inc. | 24,713 | US$6.38M | −7,323 | Sep 30, 2026 |