Clifford Group, LLC Purchases in Q4 2024

Clifford Group, LLC

  • $131 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.81K
+ 3.4%
$521.84 - $558.82 $942K - $1.01M
54.8K $29.5B
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.23K
+ 5.02%
$316.94 - $357.88 $390K - $441K
25.8K $8.86B
AMZN
Amazon Com Inc

Consumer Cyclical
953
+ 7.57%
$180.88 - $232.93 $172K - $222K
13.6K $2.97B
VXF
Vanguard Extended Market ETF

ETFs
943
+ 2.06%
$179.17 - $207.15 $169K - $195K
46.8K $8.88B
VGT
Vanguard Information Technolog

ETFs
159
+ 2.75%
$571.78 - $647.97 $90.9K - $103K
5.95K $3.7B
NVDA
Nvidia Corp

Technology
101
+ 0.52%
$117.0 - $148.88 $11.8K - $15K
19.7K $2.64B
Blackrock Inc
250
New
N/A
250 $256M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
515K
+ 213.25%
$26.93 - $84.95 $13.9M - $43.8M
757K $20.7B
FIS
Fidelity National Information Services, Inc.

Technology
2.8K
New
$80.14 - $90.95 $224K - $255K
2.8K $226M
GOOGL
Alphabet Inc.

Communication Services
30
+ 0.34%
$161.86 - $196.66 $4.86K - $5.9K
8.83K $1.67B
ISRG
Intuitive Surgical Inc

Healthcare
397
New
$471.27 - $550.62 $187K - $219K
397 $207M
KKR
Kkr & Co. Inc.

Financial Services
1.35K
New
$129.87 - $162.87 $176K - $220K
1.35K $200M
AAPL
Apple Inc.

Technology
24
+ 0.23%
$221.69 - $259.02 $5.32K - $6.22K
10.6K $2.66B
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.11K
+ 9.15%
$32.65 - $33.68 $199K - $206K
72.8K $2.38B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
25
+ 0.47%
$172.07 - $207.36 $4.3K - $5.18K
5.37K $1.06B
META
Meta Platforms, Inc.

Communication Services
108
+ 4.83%
$554.08 - $632.68 $59.8K - $68.3K
2.34K $1.37B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.51K
+ 9.03%
$45.17 - $47.23 $158K - $166K
42.4K $1.92B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.92K
+ 9.14%
$22.39 - $23.45 $65.5K - $68.6K
34.9K $802M
SPY
Spdr S&P 500 ETF Trust

ETFs
44
+ 5.83%
$567.81 - $607.81 $25K - $26.7K
799 $468M
PAYX
Paychex Inc

Industrials
39
+ 0.85%
$135.86 - $148.73 $5.3K - $5.8K
4.64K $650M
PG
Procter & Gamble CO

Consumer Defensive
320
+ 7.17%
$161.05 - $179.7 $51.5K - $57.5K
4.78K $801M
WMT
Walmart Inc.

Consumer Defensive
12
+ 0.42%
$79.1 - $95.7 $949 - $1.15K
2.85K $257M
ABC
Amerisourcebergen Corp

Healthcare
129
+ 5.03%
N/A
2.7K $605M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.29K
+ 10.87%
$25.3 - $26.31 $32.7K - $34K
13.2K $337M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 1.16%
$873.59 - $994.69 $5.24K - $5.97K
525 $481M
AJG
Arthur J. Gallagher & Co.

Financial Services
17
+ 0.74%
$278.49 - $315.16 $4.73K - $5.36K
2.32K $658M
IFRA
Ishares Tr

ETFs
102
+ 1.03%
$45.94 - $51.71 $4.69K - $5.27K
9.98K $462M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.06%
$117.09 - $123.07 $117 - $123
1.79K $211M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
477
+ 1.12%
$47.26 - $48.18 $22.5K - $23K
43.2K $2.05B
VNQ
Vanguard Specialized Funds Van

ETFs
448
+ 6.42%
$87.85 - $98.6 $39.4K - $44.2K
7.43K $662M
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.5%
$385.02 - $431.37 $3.47K - $3.88K
1.81K $704M
MSFT
Microsoft Corp

Technology
44
+ 0.71%
$406.35 - $454.46 $17.9K - $20K
6.2K $2.61B
UNH
Unitedhealth Group Inc

Healthcare
10
+ 0.68%
$485.52 - $625.25 $4.86K - $6.25K
1.48K $748M
EFV
Msci Eafe Value ETF

ETFs
2.15K
+ 2.88%
$51.78 - $57.15 $111K - $123K
76.7K $4.02B
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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