Clifford Group, LLC Purchases and Sells in Q1 2025

Clifford Group, LLC

$107 Billion
Q1 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	15.5K + 57.27%	$104.71 - $107.69 $1.62M - $1.67M	42.6K $4.49B
VOO	4.83K + 8.81%	$507.05 - $563.67 $2.45M - $2.72M	59.7K $30.7B
EFV	10.2K + 13.36%	$51.88 - $60.73 $532K - $622K	86.9K $5.12B
SHM	2.9K + 6.7%	$47.33 - $47.92 $137K - $139K	46.1K $2.19B
V	86 + 4.37%	$306.92 - $362.71 $26.4K - $31.2K	2.05K $720M
BRK-B	7 + 1.05%	$442.66 - $534.52 $3.1K - $3.74K	673 $358M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KLAVIYO INC	13.8K New	N/A	13.8K $417M
UPS	2.02K New	$109.66 - $136.26 $221K - $275K	2.02K $222M
MCK	329 New	$566.21 - $672.99 $186K - $221K	329 $221M
SPOT	400 New	$457.79 - $648.32 $183K - $259K	400 $220M
ORLY	153 New	$1187.71 - $1432.58 $182K - $219K	153 $219M
VTI	728 New	$271.18 - $303.12 $197K - $221K	728 $200M

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-750K - 99.03%	$27.01 - $28.54 $20.3M - $21.4M	7.36K $206M
MSFT	-163 - 2.63%	$375.39 - $447.2 $61.2K - $72.9K	6.04K $2.27B
AAPL	-14 - 0.13%	$209.68 - $247.1 $2.94K - $3.46K	10.6K $2.35B
IWF	-123 - 1.99%	$360.07 - $417.26 $44.3K - $51.3K	6.07K $2.19B
ACN	-540 - 23.59%	$300.91 - $398.25 $162K - $215K	1.75K $546M
PG	-864 - 18.07%	$158.56 - $176.26 $137K - $152K	3.92K $668M

Activity Summary All Purchases 32 New Holdings 6 Increased Positions 26 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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