Cliftonlarsonallen Wealth Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

In the world of finance, keeping track of fund holdings is essential for investors and fund managers alike. One tool that helps in this regard is the Form 13F. In this article, we will analyze the Q3 2023 and Q4 2023 13F holdings comparison for Cliftonlarsonallen Wealth Advisors, LLC. We will take a closer look at the changes in holdings and the implications they may have.

The Analysis:

During Q3 2023 and Q4 2023, several holdings of Cliftonlarsonallen Wealth Advisors, LLC experienced significant changes. Let's examine some of the major ones:

1. VANGUARD INDEX FDS (VOO):

- Q3 2023 (SHARES): 1,101,688

- Q4 2023 (SHARES): 1,149,698

- Q3 2023 VALUE ($000): 432,633

- Q4 2023 VALUE ($000): 502,188

- Chg %: 16.1%

The value of VOO increased by 16.1% from Q3 2023 to Q4 2023. This indicates a bullish sentiment towards VOO and suggests that Cliftonlarsonallen Wealth Advisors, LLC sees potential in this fund.

2. VANGUARD TAX-MANAGED FDS (VEA):

- Q3 2023 (SHARES): 5,455,792

- Q4 2023 (SHARES): 5,749,936

- Q3 2023 VALUE ($000): 238,527

- Q4 2023 VALUE ($000): 275,421

- Chg %: 15.5%

VEA also saw a significant increase in value, with a change of 15.5% from Q3 2023 to Q4 2023. Cliftonlarsonallen Wealth Advisors, LLC clearly has confidence in this fund and its potential for growth.

3. INVESCO EXCHANGE TRADED FD T (SPHQ):

- Q3 2023 (SHARES): 3,315,393

- Q4 2023 (SHARES): 3,493,947

- Q3 2023 VALUE ($000): 165,902

- Q4 2023 VALUE ($000): 188,952

- Chg %: 13.9%

SPHQ showed a positive change of 13.9% in value from Q3 2023 to Q4 2023. This indicates that Cliftonlarsonallen Wealth Advisors, LLC sees potential in this particular exchange-traded fund.

4. SPDR SER TR (SPAB):

- Q3 2023 (SHARES): 6,814,813

- Q4 2023 (SHARES): 7,003,413

- Q3 2023 VALUE ($000): 165,872

- Q4 2023 VALUE ($000): 179,567

- Chg %: 8.3%

SPAB experienced a modest increase in value, with a change of 8.3% from Q3 2023 to Q4 2023. While the change is not as significant as some of the other funds, it still showcases Cliftonlarsonallen Wealth Advisors, LLC's confidence in SPAB.

5. ISHARES TR (IEFA):

- Q3 2023 (SHARES): 2,199,355

- Q4 2023 (SHARES): 2,213,435

- Q3 2023 VALUE ($000): 141,528

- Q4 2023 VALUE ($000): 155,715

- Chg %: 10.0%

IEFA saw a 10.0% increase in value from Q3 2023 to Q4 2023, indicating Cliftonlarsonallen Wealth Advisors, LLC's confidence in this specific iShares fund.

Conclusion:

The Q3 2023 vs. Q4 2023 13F holdings comparison for Cliftonlarsonallen Wealth Advisors, LLC showcases some interesting changes in their portfolio. The significant increases in value for funds such as VOO, VEA, SPHQ, and IEFA indicate a positive sentiment and strong potential for growth. It is evident that Cliftonlarsonallen Wealth Advisors, LLC is making strategic decisions to optimize their holdings based on their financial analysis and market trends.

Disclaimer: The information provided in this article is based on publicly available data and does not constitute financial advice. Before making any investment decisions, readers are advised to do their own research and consult with a financial advisor.