Cliftonlarsonallen Wealth Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the ever-evolving world of finance, staying up to date with market changes is crucial for investors and wealth advisors alike. One way to gauge these changes is by examining the holdings of different funds. The 13F filings, which provide a snapshot of a fund's holdings, offer valuable insights into the investment strategies of various financial institutions. In this article, we will delve into the Q1 2023 and Q2 2023 13F holdings comparison for Cliftonlarsonallen Wealth Advisors, LLC.

Vanguard Index Funds (VOO) retained its position as one of the top holdings for Cliftonlarsonallen Wealth Advisors, LLC in both quarters. However, there was a slight decrease in shares from 1,023,032 in Q1 2023 to 1,015,993 in Q2 2023. The value of the shares also experienced a modest increase, rising from $384,731,000 to $413,793,000, representing a 7.6% change.

Vanguard Tax-Managed Funds (VEA) showed a similar pattern with a small decrease in shares from 4,803,999 to 4,959,442. Despite this decrease, the value of the shares increased from $216,996,000 to $229,027,000, indicating a 5.5% change.

One notable shift in holdings was seen with SPDR Ser Tr (SPAB), where Cliftonlarsonallen Wealth Advisors, LLC significantly increased their shares from 3,823,462 to 6,324,197. This substantial change resulted in an impressive 62.7% increase in the value of the shares, soaring from $98,607,000 to $160,444,000.

Invesco Exchange Traded FD T (SPHQ) was another fund that experienced a significant increase in holdings for Cliftonlarsonallen Wealth Advisors, LLC. The shares rose from 2,108,692 to 3,029,764, reflecting a 53.2% change. The value of the shares showed a corresponding increase from $99,783,000 to $152,851,000, representing a noteworthy growth.

While most of the funds in Cliftonlarsonallen Wealth Advisors, LLC's portfolio showed either growth or minor fluctuations, there were a few exceptions. One such fund was Vanguard Index Funds (VTV), which saw a decrease in both shares and value. The shares decreased from 954,207 in Q1 2023 to 741,958 in Q2 2023, resulting in a significant 20% change. The value of the shares also decreased from $131,785,000 to $105,432,000.

It's important to note that these changes in holdings could be influenced by various factors such as market trends, investment strategies, and economic conditions. Trained wealth advisors like those at Cliftonlarsonallen are well-versed in analyzing these factors to make informed investment decisions and adjust portfolios accordingly.

Understanding these changes in holdings is vital for investors who rely on Cliftonlarsonallen Wealth Advisors, LLC for their financial planning. By closely examining the 13F filings, investors gain an insight into the shifting dynamics of the fund's holdings. This transparency allows investors to better understand the investment decisions made by Cliftonlarsonallen Wealth Advisors, LLC and make informed decisions regarding their own portfolios.

In conclusion, the Q1 2023 vs. Q2 2023 13F holdings comparison for Cliftonlarsonallen Wealth Advisors, LLC provides valuable insights into the changing landscape of fund holdings. While some funds experienced growth or minor fluctuations, others underwent more significant changes. These insights enable investors to stay informed and make informed decisions regarding their own investment strategies. By partnering with a reliable wealth advisor like Cliftonlarsonallen Wealth Advisors, individuals can navigate the complexities of the market with confidence.