CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EOG | 325K | $36.44M |
 | AAPL | 168K | $42.78M |
 | DVN | 99K | $3.48M |
 | SERA | 79K | $241.30K |
 | NVDA | 69K | $12.89M |
 | MSFT | 60K | $31.03M |
 | EXC | 49K | $2.19M |
 | AMZN | 38K | $8.41M |
 | MRK | 34K | $2.85M |
 | ROK | 34K | $11.78M |
 | XOM | 32K | $3.66M |
 | BAC | 32K | $1.63M |
 | PCG | 31K | $471.05K |
 | ET | 31K | $535.92K |
 | NEE | 30K | $2.25M |
 | PG | 30K | $4.54M |
 | GOOGL | 26K | $6.27M |
 | ABBV | 25K | $5.83M |
 | WMT | 24K | $2.43M |
 | AGI | 21K | $716.44K |
EOG Resources, Inc.
EOG
Shares Held
325K
Value
$36.44M
Apple Inc.
AAPL
Shares Held
168K
Value
$42.78M
Devon Energy Corporation
DVN
Shares Held
99K
Value
$3.48M
Sera Prognostics, Inc.
SERA
Shares Held
79K
Value
$241.30K
NVIDIA Corporation
NVDA
Shares Held
69K
Value
$12.89M
Microsoft Corporation
MSFT
Shares Held
60K
Value
$31.03M
Exelon Corporation
EXC
Shares Held
49K
Value
$2.19M
Amazon.com, Inc.
AMZN
Shares Held
38K
Value
$8.41M
Merck & Co., Inc.
MRK
Shares Held
34K
Value
$2.85M
Rockwell Automation, Inc.
ROK
Shares Held
34K
Value
$11.78M
Exxon Mobil Corporation
XOM
Shares Held
32K
Value
$3.66M
Bank of America Corporation
BAC
Shares Held
32K
Value
$1.63M
Pacific Gas & Electric Co.
PCG
Shares Held
31K
Value
$471.05K
Energy Transfer LP
ET
Shares Held
31K
Value
$535.92K
NextEra Energy, Inc.
NEE
Shares Held
30K
Value
$2.25M
The Procter & Gamble Company
PG
Shares Held
30K
Value
$4.54M
Alphabet Inc.
GOOGL
Shares Held
26K
Value
$6.27M
AbbVie Inc.
ABBV
Shares Held
25K
Value
$5.83M
Walmart Inc.
WMT
Shares Held
24K
Value
$2.43M
Alamos Gold Inc.
AGI
Shares Held
21K
Value
$716.44K