Cliftonlarsonallen Wealth Advisors Llc (944361) Portfolio


Number of Companies: 29
Inflow: $9,322 K
Outflow: $-540 K
Net Flow: $8,782 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2641 2 State Street Corp (STT) Instl Trust Fiduciary And Custody 45,609 New Holding 45,609 $53.92 $2,459 $2,459
175 2 3m Co (MMM) Containers And Packaging 10,092 New Holding 10,092 $175.12 $1,767 $1,767
3061 12 Chevron Corp (CVX) Integrated Oils 12,182 New Holding 12,182 $104.83 $1,277 $1,277
3076 10 Johnson And Johnson (JNJ) Large Pharma 10,452 New Holding 10,452 $121.30 $1,267 $1,267
2868 6 Sysco Corp (SYY) Food Products Wholesalers 11,827 New Holding 11,827 $50.74 $600 $600
3029 24 Coca-Cola Cothe (KO) Beverages 55,313 Added More 5,326 $45.33 $241 $2,507
3077 22 Procter And Gamble Cothe (PG) Household Products 13,140 Added More 2,812 $84.67 $238 $1,112
3031 8 Pfizer Inc (PFE) Large Pharma 19,288 Added More 6,335 $35.21 $223 $679
2927 6 Ford Motor Co (F) Automobiles 17,341 New Holding 17,341 $12.57 $217 $217
3062 63 Atandt Inc (T) Telecom Carriers 29,605 Added More 5,011 $43.21 $216 $1,279
3068 39 Mcdonalds Corp (MCD) Restaurants 17,777 Added More 1,684 $120.34 $202 $2,139
17 2 Hormel Foods Corp (HRL) Packaged Food 39,732 Added More 4,948 $36.60 $181 $1,454
3079 54 Apple Inc (AAPL) Communications Equipment 15,204 Added More 1,791 $95.60 $171 $1,453
3049 6 General Electric Co (GE) Electrical Power Equipment 81,047 Added More 4,180 $31.48 $131 $2,551
3023 7 Merck And Co Inc (MRK) Large Pharma 17,142 Added More 824 $57.61 $47 $987
2778 11 Bank Of America Corp (BAC) Diversified Banks 78,617 Added More 1,634 $13.27 $21 $1,043
2692 18 Spectra Energy Corp (SE) Midstream Oil And Gas 17,553 Added More 532 $36.63 $19 $642
2920 268 Us Bancorp (USB) Banks 81,609 Added More 400 $40.33 $16 $3,291
2333 249 Commerce Bancshares Inc (CBSH) Banks 47,371 Added More 320 $47.90 $15 $2,269
2976 33 Oracle Corp (ORCL) Infrastructure Software 15,535 Added More 95 $40.93 $3 $635
3013 9 Mckesson Corp (MCK) Health Care Supply Chain 11,188 Added More 17 $186.65 $3 $2,088
2777 25 P G And E Corp (PCG) Integrated Utilities 30,490 Added More 2 $63.92 $0 $1,948
2060 28 American States Water Co (AWR) Utility Networks 19,876 No Change 0 $43.82 $0 $870
2851 123 General Growth Properties (GGP) Reit 29,415 No Change 0 $29.82 $0 $877
2328 25 Cal-Maine Foods Inc (CALM) Packaged Food 16,768 Sold Some -100 $44.32 $-4 $743
3011 13 Citigroup Inc (C) Diversified Banks 16,643 Sold Some -131 $42.39 $-5 $705
2930 31 Exelon Corp (EXC) Integrated Utilities 48,448 Sold Some -200 $36.36 $-7 $1,761
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 14,481 Sold Some -2,522 $93.74 $-236 $1,357
1100 9 Bombay Potteries And Tiles (BPT) 0 Sold All -15,500 $18.48 $-286 $0