0000944361-15-000003.txt : 20150408 0000944361-15-000003.hdr.sgml : 20150408 20150408123725 ACCESSION NUMBER: 0000944361-15-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150408 DATE AS OF CHANGE: 20150408 EFFECTIVENESS DATE: 20150408 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0000944361 IRS NUMBER: 411803291 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15253 FILM NUMBER: 15758442 BUSINESS ADDRESS: STREET 1: 220 S. SIXTH STREET STREET 2: SUITE 300 CITY: MINNEAPOLIS STATE: MN ZIP: 55402-4505 BUSINESS PHONE: 612-376-4529 MAIL ADDRESS: STREET 1: 220 S. SIXTH STREET STREET 2: SUITE 300 CITY: MINNEAPOLIS STATE: MN ZIP: 55402-4505 FORMER COMPANY: FORMER CONFORMED NAME: LARSONALLEN FINANCIAL, LLC DATE OF NAME CHANGE: 20020124 FORMER COMPANY: FORMER CONFORMED NAME: LARSONALLEN FINANCIAL LLC /BD DATE OF NAME CHANGE: 20020124 FORMER COMPANY: FORMER CONFORMED NAME: LAWCO FINANCIAL LLC /BD DATE OF NAME CHANGE: 19990106 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000944361 XXXXXXXX 03-31-2015 03-31-2015 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

220 S. SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402-4505

13F HOLDINGS REPORT 028-15253 N Shawn Harris 608-662-9485 Shawn Harris Middleton WI 04-08-2015 0 86 449337 false INFORMATION TABLE 2 clawa13fhr3.31.15.xml CLAWA 13F FOR 3/31/2015 American States Water Co COM 029899101 793 19876 SH SOLE 0 0 19876 AT&T Corp COM 00206R102 530 16219 SH SOLE 0 0 16219 Bank of America Corp. COM 060505104 1143 74270 SH SOLE 0 0 74270 Cal-Maine Foods Inc COM 128030202 655 16768 SH SOLE 0 0 16768 Cisco Systems Inc. COM 17275R102 311 11309 SH SOLE 0 0 11309 Citigroup Inc COM 172967424 860 16688 SH SOLE 0 0 16688 Coca Cola Co. COM 191216100 1449 35723 SH SOLE 0 0 35723 Cohen and Steers Qual Inc Real COM 19247L106 1585 127631 SH SOLE 0 0 127631 Commerce Bancshares Inc Missou COM 200525103 623 14729 SH SOLE 0 0 14729 DJ Wilshire REIT ETF DJ REIT ETF 78464A607 1499 15849 SH SOLE 0 0 15849 Exelon Corp COM 30161N101 1613 48000 SH SOLE 0 0 48000 Exxon Mobil Corp COM 30231G102 1174 13808 SH SOLE 0 0 13808 First Trust DJ Gbl Sel Divd In DJ GLBL DIVID 33734x200 7474 295770 SH SOLE 0 0 295770 Flexshares IBoxx 3 Yr TGT Dura IBOXX 3R TARGT 33939l506 6803 278939 SH SOLE 0 0 278939 FlexShares Morningstar Global MORNSTAR UPSTR 33939l407 2273 76193 SH SOLE 0 0 76193 General Electric Co. COM 369604103 1436 57889 SH SOLE 0 0 57889 General Growth Pptys Inc COM 370023103 869 29415 SH SOLE 0 0 29415 Guggenheim ETF Trust 2 Timber GUGG TIMBER ETF 18383Q879 1208 47167 SH SOLE 0 0 47167 Guggenheim Multi Asset Income GUG MULTI ASSET 18383M506 25097 1137680 SH SOLE 0 0 1137680 Hormel Foods Corp. COM 440452100 597 10494 SH SOLE 0 0 10494 I Shares Barclays 3-7 3-7 YR TR BD ETF 464288661 1951 15710 SH SOLE 0 0 15710 I Shares IBoxx High Yield Corp IBOXX HI YD ETF 464288513 2200 24282 SH SOLE 0 0 24282 I Shares MSCI Emerging Markets MSCI EMG MKT ETF 464287234 2708 67490 SH SOLE 0 0 67490 Intel Corp. COM 458140100 402 12842 SH SOLE 0 0 12842 Invesco Value Municipal Income COM 46132P108 765 47821 SH SOLE 0 0 47821 Ishare S&P MidCap 400 Index CORP S&P MCP ETF 464287507 4461 29351 SH SOLE 0 0 29351 Ishare SP500 Bar Growth S&P 500 GRWT ETF 464287309 7345 64458 SH SOLE 0 0 64458 Ishare SP500 Bar Value S&P 500 VAL ETF 464287408 6688 72255 SH SOLE 0 0 72255 Ishares Comex Gold Trust ISHARES 464285105 557 48679 SH SOLE 0 0 48679 iShares Core MSCI EAFE CORE MSCI EAFE 46432F842 1452 24821 SH SOLE 0 0 24821 Ishares GS $ Investop Corp. 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COM 58933Y105 968 16838 SH SOLE 0 0 16838 Midsouth Bank COM 598039105 947 64212 SH SOLE 0 0 64212 Morgan Stanley Emerging Market COM 617477104 911 98344 SH SOLE 0 0 98344 New Medtronic PLC Ordinary COM 585055106 924 11853 SH SOLE 0 0 11853 Nuveen Divd Adv Muni Fd COM 67066V101 1455 101572 SH SOLE 0 0 101572 Nuveen Mun Value Fd COM 670928100 528 53309 SH SOLE 0 0 53309 Nuveen Muni High Inc Opp Commo COM 670682103 3343 241567 SH SOLE 0 0 241567 Nuveen Municipal Opportunity F COM 670984103 459 31266 SH SOLE 0 0 31266 Nuveen PA Investment Quality M COM 670972108 636 45783 SH SOLE 0 0 45783 Nuveen Performance Plus Muni F COM 67062P108 3530 237411 SH SOLE 0 0 237411 Oracle Corp COM 68389X105 894 20718 SH SOLE 0 0 20718 P G & E Corp COM 69331C108 1618 30480 SH SOLE 0 0 30480 Pfizer Inc. 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