Stock Taper

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Energy Transfer LPET35.17K$672.37K
UBS Group AGUBS33.99K$1.68M
Rockwell Automation, Inc.ROK33.5K$16.59M
Johnson & JohnsonJNJ32.13K$8.16M
Automatic Data Processing, Inc.ADP32.04K$7.17M
PG&E CorporationPCG31.12K$523.39K
Bristol-Myers Squibb CompanyBMY30.55K$1.76M
Alphabet Inc.GOOGL30.07K$10.75M
NextEra Energy, Inc.NEE29.53K$2.59M
Enbridge Inc.ENB27.55K$1.49M
AbbVie Inc.ABBV26.72K$6.72M
JPMorgan Chase & Co.JPM23.54K$7.71M
Comcast CorporationCMCSA22.74K$558.19K
Chevron CorporationCVX22.6K$3.75M
Bank of MontrealBMO22.05K$3.9M
Carrier Global CorporationCARR19.69K$1.44M
Xcel Energy Inc.XEL18.85K$1.51M
Texas Pacific Land CorporationTPL18K$7.88M
RTX CorporationRTX17.9K$3.4M
The Southern CompanySO17.84K$1.71M