CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Top Portfolio Positions
66 positions ·
$258,005,129 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
169,804 | $43,094,557 | 16.70% | |
| MSFT |
Microsoft Corp
Technology
|
74,048 | $27,410,348 | 10.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
25,086 | $16,314,429 | 6.32% | |
| NVDA |
Nvidia Corp
Technology
|
69,072 | $12,046,156 | 4.67% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
33,501 | $12,022,838 | 4.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
43,655 | $9,092,026 | 3.52% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
72,932 | $9,063,988 | 3.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,942 | $8,035,001 | 3.11% | |
| XOM |
Exxon Mobil Corp
Energy
|
44,616 | $7,569,550 | 2.93% | |
| JNJ |
Johnson & Johnson
Healthcare
|
27,554 | $6,735,299 | 2.61% |
Portfolio Trend
Holdings in BITB
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,823,069 | 76,693 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,989,146 | 62,850 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,886,199 | 46,387 | Shares | Sole | 2025-10-14 | |
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