CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 170K | $43.09M |
 | DVN | 100K | $5.02M |
 | MSFT | 74K | $27.41M |
 | WMT | 73K | $9.06M |
 | NVDA | 69K | $12.05M |
 | KO | 58K | $4.38M |
 | EXC | 52K | $2.57M |
 | BAC | 52K | $2.54M |
 | FITB | 50K | $2.33M |
 | XOM | 45K | $7.57M |
 | AMZN | 44K | $9.09M |
 | T | 42K | $1.22M |
 | UBS | 35K | $1.38M |
 | NEE | 35K | $3.23M |
 | PG | 34K | $4.97M |
 | MRK | 34K | $4.12M |
 | ROK | 34K | $12.02M |
 | ADP | 33K | $6.67M |
 | ET | 32K | $613.86K |
 | PCG | 31K | $546.73K |
Apple Inc.
AAPL
Shares Held
170K
Value
$43.09M
Devon Energy Corporation
DVN
Shares Held
100K
Value
$5.02M
Microsoft Corporation
MSFT
Shares Held
74K
Value
$27.41M
Walmart Inc.
WMT
Shares Held
73K
Value
$9.06M
NVIDIA Corporation
NVDA
Shares Held
69K
Value
$12.05M
The Coca-Cola Company
KO
Shares Held
58K
Value
$4.38M
Exelon Corporation
EXC
Shares Held
52K
Value
$2.57M
Bank of America Corporation
BAC
Shares Held
52K
Value
$2.54M
Fifth Third Bancorp
FITB
Shares Held
50K
Value
$2.33M
Exxon Mobil Corporation
XOM
Shares Held
45K
Value
$7.57M
Amazon.com, Inc.
AMZN
Shares Held
44K
Value
$9.09M
AT&T Inc.
T
Shares Held
42K
Value
$1.22M
UBS Group AG
UBS
Shares Held
35K
Value
$1.38M
NextEra Energy, Inc.
NEE
Shares Held
35K
Value
$3.23M
The Procter & Gamble Company
PG
Shares Held
34K
Value
$4.97M
Merck & Co., Inc.
MRK
Shares Held
34K
Value
$4.12M
Rockwell Automation, Inc.
ROK
Shares Held
34K
Value
$12.02M
Automatic Data Processing, Inc.
ADP
Shares Held
33K
Value
$6.67M
Energy Transfer LP
ET
Shares Held
32K
Value
$613.86K
PG&E Corporation
PCG
Shares Held
31K
Value
$546.73K