Clifford Group, LLC Reduced Holdings in Q1 2025

Clifford Group, LLC

  • $107 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-750K
- 99.03%
$27.01 - $28.54 $20.3M - $21.4M
7.36K $206M
MSFT
Microsoft Corp

Technology
-163
- 2.63%
$375.39 - $447.2 $61.2K - $72.9K
6.04K $2.27B
AAPL
Apple Inc.

Technology
-14
- 0.13%
$209.68 - $247.1 $2.94K - $3.46K
10.6K $2.35B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-123
- 1.99%
$360.07 - $417.26 $44.3K - $51.3K
6.07K $2.19B
ACN
Accenture PLC

Technology
-540
- 23.59%
$300.91 - $398.25 $162K - $215K
1.75K $546M
PG
Procter & Gamble CO

Consumer Defensive
-864
- 18.07%
$158.56 - $176.26 $137K - $152K
3.92K $668M
CSCO
Cisco Systems, Inc.

Technology
-2.48K
- 21.36%
$58.74 - $64.87 $146K - $161K
9.14K $564M
Te Connectivity PLC
-791
- 21.19%
N/A
2.94K $416M
MS
Morgan Stanley

Financial Services
-488
- 7.45%
$111.68 - $141.08 $54.5K - $68.8K
6.06K $707M
HD
Home Depot, Inc.

Consumer Cyclical
-202
- 11.16%
$347.25 - $424.87 $70.1K - $85.8K
1.61K $589M
UNH
Unitedhealth Group Inc

Healthcare
-235
- 15.89%
$461.52 - $548.18 $108K - $129K
1.24K $652M
SPY
Spdr S&P 500 ETF Trust

ETFs
-123
- 15.39%
$551.42 - $612.93 $67.8K - $75.4K
676 $378M
HLI
Houlihan Lokey, Inc.

Financial Services
-212
- 4.99%
$154.43 - $187.4 $32.7K - $39.7K
4.03K $651M
PAYX
Paychex Inc

Industrials
-953
- 20.55%
$136.06 - $154.52 $130K - $147K
3.68K $568M
PLD
Prologis, Inc.

Real Estate
-838
- 23.79%
$103.59 - $124.04 $86.8K - $104K
2.69K $300M
NEE
Nextera Energy Inc

Utilities
-910
- 11.97%
$66.96 - $76.16 $60.9K - $69.3K
6.69K $474M
ORCL
Oracle Corp

Technology
-2
- 0.09%
$139.81 - $186.47 $280 - $373
2.19K $306M
UNP
Union Pacific Corp

Industrials
-353
- 10.93%
$225.21 - $254.42 $79.5K - $89.8K
2.88K $679M
VNQ
Vanguard Specialized Funds Van

ETFs
-665
- 8.95%
$85.55 - $94.34 $56.9K - $62.7K
6.77K $613M
DHR
Danaher Corp

Healthcare
-50
- 3.97%
$201.62 - $250.59 $10.1K - $12.5K
1.21K $248M
PSX
Phillips 66

Energy
-640
- 15.86%
$113.93 - $131.55 $72.9K - $84.2K
3.4K $419M
HON
Honeywell International Inc

Industrials
-56
- 4.08%
$202.75 - $226.52 $11.4K - $12.7K
1.32K $279M
IWD
Ishares Russell 1000 Val ETF

ETFs
-300
- 3.51%
$182.82 - $196.21 $54.8K - $58.9K
8.25K $1.55B
Blackrock Inc
-9
- 3.6%
N/A
241 $228M
PINS
Pinterest, Inc.

Communication Services
-907
- 12.13%
$29.79 - $40.0 $27K - $36.3K
6.57K $204M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-177
- 0.51%
$22.25 - $23.0 $3.94K - $4.07K
34.7K $798M
VT
Vanguard Total World Stk Index

ETFs
-1
- 0.06%
$115.08 - $123.97 $115 - $124
1.79K $208M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-245
- 0.58%
$44.68 - $46.49 $10.9K - $11.4K
42.1K $1.95B
ABC
Amerisourcebergen Corp

Healthcare
-236
- 8.76%
N/A
2.46K $684M
AJG
Arthur J. Gallagher & Co.

Financial Services
-122
- 5.26%
$275.89 - $345.24 $33.7K - $42.1K
2.2K $758M
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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