Cliftonlarsonallen Wealth Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the ever-changing world of investments, it is crucial for financial advisors and wealth managers to constantly analyze and compare their holdings. This allows them to make informed decisions and ensure their clients' portfolios are optimized for growth and stability.

Cliftonlarsonallen Wealth Advisors, LLC recently released its Q2 2023 and Q3 2023 13F holdings comparison. The 13F report is a quarterly filing required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management of $100 million or more. It provides insights into the holdings and changes made by these institutional investors.

Let's take a closer look at some notable changes in Cliftonlarsonallen Wealth Advisors, LLC's holdings between Q2 2023 and Q3 2023.

1. VANGUARD INDEX FDS (VOO)

Cliftonlarsonallen Wealth Advisors, LLC increased its holdings in VOO from 1,015,993 shares in Q2 2023 to 1,101,688 shares in Q3 2023, representing a 4.6% change. The value of the holdings also increased from $413,793,000 to $432,633,000.

2. VANGUARD TAX-MANAGED FDS (VEA)

The wealth advisory firm increased its holdings in VEA from 4,959,442 shares in Q2 2023 to 5,455,792 shares in Q3 2023, marking a 4.1% change. The value of the holdings rose from $229,027,000 to $238,527,000.

3. INVESCO EXCHANGE TRADED FD T (SPHQ)

Cliftonlarsonallen Wealth Advisors, LLC saw a significant increase in its holdings of SPHQ, going from 3,029,764 shares in Q2 2023 to 3,315,393 shares in Q3 2023, a change of 8.5%. The value of the holdings also rose from $152,851,000 to $165,902,000.

4. SPDR SER TR (SPAB)

The wealth management firm increased its holdings in SPAB from 6,324,197 shares in Q2 2023 to 6,814,813 shares in Q3 2023, representing a 3.4% change. The value of the holdings increased from $160,444,000 to $165,872,000.

5. ISHARES TR (IEFA)

Cliftonlarsonallen Wealth Advisors, LLC saw a slight decrease in its holdings of IEFA, with the number of shares going from 2,194,531 in Q2 2023 to 2,199,355 in Q3 2023, a change of -4.5%. The value of the holdings decreased from $148,130,000 to $141,528,000.

These are just a few examples of the changes in Cliftonlarsonallen Wealth Advisors, LLC's holdings between Q2 2023 and Q3 2023. Analyzing and comparing these changes allows wealth managers to make informed decisions about their investment strategies. It provides insights into which sectors, industries, or companies they are bullish or bearish on.

It is important to note that these holdings and changes are specific to Cliftonlarsonallen Wealth Advisors, LLC and may not reflect the broader market trends. Every wealth management firm has its unique investment strategy and approach.

In conclusion, monitoring and analyzing 13F holdings reports are crucial for financial advisors and wealth managers. It helps them track their investments, make informed decisions, and provide the best possible advice to their clients. Stay tuned for more updates and insights into the ever-changing world of investments.