Portfolio (Quarterly)
Guide ↗
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
· CIK 0000944361| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EOG | EOG RES INC | Energy | 315,825 | $33.2M | 0.50% | SOLD |
| 2 | RPG | INVESCO EXCHANGE TRADED FD T | — | 34,650 | $1.6M | 0.02% | SOLD |
| 3 | DIS | DISNEY WALT CO | Communication Services | 10,452 | $1.2M | 0.02% | SOLD |
| 4 | C | CITIGROUP INC | Financial Services | 10,157 | $1.2M | 0.02% | SOLD |
| 5 | — | BLACKROCK ETF TRUST II | — | 13,596 | $662K | 0.01% | SOLD |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | — | 10,724 | $630K | 0.01% | SOLD |
| 7 | — | BITFARMS LTD | — | 250,200 | $588K | 0.01% | SOLD |
| 8 | SPIP | SPDR SERIES TRUST | — | 16,589 | $430K | 0.01% | SOLD |
| 9 | BP | BP PLC | Energy | 11,518 | $400K | 0.01% | SOLD |
| 10 | ARCC | ARES CAPITAL CORP | Financial Services | 10,955 | $222K | 0.00% | SOLD |
Sector Allocation
Technology
34.6%
Financial Services
17.3%
Consumer Defensive
8.8%
Industrials
8.7%
Energy
8.2%
Healthcare
7.0%
Communication Services
5.6%
Utilities
5.4%
Consumer Cyclical
3.7%
Real Estate
0.8%