Clifford Group, LLC Portfolio Holdings

Clifford Group, LLC

  • $129 Billion
  • Q3 2024

Clifford Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $28B, Schwab Strategic Tr Us Dividen with a value of $20.4B, Vanguard Extended Market ETF with a value of $8.34B, Vanguard Mega Cap Growth ETF with a value of $7.91B, and Msci Eafe Value ETF with a value of $4.29B.

Examining the 13F form we can see an increase of $4.73B in the current position value, from $124B to 129B.

Clifford Group, LLC is based out at Wayland, MA

Below you can find more details about Clifford Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $91.9 Billion
Technology: $11.3 Billion
Financial Services: $5.21 Billion
Industrials: $4.53 Billion
Consumer Cyclical: $3.51 Billion
Communication Services: $3.42 Billion
Healthcare: $3.16 Billion
Consumer Defensive: $2.97 Billion
Other: $2.01 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$2.65 Billion 2.06% of portfolio
6,160
Q3 2024 Added 0.26%
$3.62T
$2.47 Billion 1.92% of portfolio
10,580
Q3 2024 Added 3.33%
$354B
$2.38 Billion 1.85% of portfolio
19,586
Q3 2024 Added 0.2%
$2.06T
$2.35 Billion 1.83% of portfolio
12,597
Q3 2024 Reduced 0.88%
$1.03T
$1.46 Billion 1.13% of portfolio
8,797
Q3 2024 Added 0.22%
$1.25T
$1.28 Billion 1.0% of portfolio
2,236
Q3 2024 Added 2.62%
$720B
$1.2 Billion 0.93% of portfolio
5,694
Q3 2024 Reduced 1.39%
$124B
$1.12 Billion 0.87% of portfolio
4,043
Q4 2023 Added 0.1%
$965B
$929 Million 0.72% of portfolio
5,347
Q3 2024 Reduced 2.5%
$554B
$859 Million 0.67% of portfolio
1,469
Q3 2024 Reduced 0.81%
$145B
$830 Million 0.65% of portfolio
3,366
Q3 2024 Added 0.18%
$150B
$822 Million 0.64% of portfolio
9,722
Q3 2024 Reduced 3.61%
$223B
$811 Million 0.63% of portfolio
2,293
Q3 2024 Added 0.31%
$402B
$773 Million 0.6% of portfolio
4,461
Q3 2024 Reduced 1.09%
$418B
$730 Million 0.57% of portfolio
1,801
Q3 2024 Reduced 1.53%
$9.14B
$692 Million 0.54% of portfolio
4,379
Q3 2024 Reduced 2.36%
$62B
$648 Million 0.5% of portfolio
2,302
Q3 2024 Reduced 2.0%
$203B
$643 Million 0.5% of portfolio
5,644
Q3 2024 Reduced 1.95%
$105B
$625 Million 0.49% of portfolio
4,952
Q2 2024 Added 3.08%
$236B
$621 Million 0.48% of portfolio
11,666
Q3 2024 Reduced 12.39%
$51.5B
$617 Million 0.48% of portfolio
4,598
Q3 2024 Reduced 0.48%
$70B
$600 Million 0.47% of portfolio
3,849
Q3 2024 Reduced 0.23%
$38.4B
$578 Million 0.45% of portfolio
2,566
Q3 2024 Reduced 1.35%
$63B
$566 Million 0.44% of portfolio
4,309
Q3 2024 Added 5.92%
$506B
$541 Million 0.42% of portfolio
1,968
Q3 2024 Reduced 2.67%
$2.78B
$523 Million 0.41% of portfolio
5,944
Q4 2022 New
$219B
$480 Million 0.37% of portfolio
2,824
Q3 2024 Reduced 24.57%
$401B
$461 Million 0.36% of portfolio
519
Q3 2024 Reduced 4.95%
$66.8B
$433 Million 0.34% of portfolio
2,509
Q3 2024 Added 1,083.49%
$29.3B
$431 Million 0.34% of portfolio
7,214
Q3 2024 Added 6.54%
$1.06T
$441 Million 0.34% of portfolio
2,639
Q2 2024 Reduced 3.65%
$709B
$430 Million 0.33% of portfolio
485
Q2 2023 New
$106B
$394 Million 0.31% of portfolio
1,713
Q1 2023 Reduced 0.7%
$143B
$375 Million 0.29% of portfolio
1,130
Q2 2024 Reduced 0.88%
$495B
$373 Million 0.29% of portfolio
2,189
Q3 2024 Added 0.09%
$203B
$342 Million 0.27% of portfolio
691
Q4 2023 Added 2.52%
$168B
$351 Million 0.27% of portfolio
1,261
Q3 2024 Reduced 3.45%
$97.8B
$336 Million 0.26% of portfolio
2,463
Q3 2024 Reduced 36.65%
$612B
$307 Million 0.24% of portfolio
666
Q1 2023 New
$201B
$304 Million 0.24% of portfolio
492
Q3 2024 Reduced 5.02%
$214B
$308 Million 0.24% of portfolio
1,136
Q4 2023 New
$154B
$284 Million 0.22% of portfolio
1,373
Q3 2024 Reduced 3.99%
$325B
$267 Million 0.21% of portfolio
977
Q3 2024 Added 2.09%
$16.6B
$242 Million 0.19% of portfolio
7,477
Q3 2024 New
$78.5B
$246 Million 0.19% of portfolio
710
Q4 2023 Reduced 2.87%
$120B
$241 Million 0.19% of portfolio
578
Q3 2024 Added 2.12%
$158B
$238 Million 0.18% of portfolio
250
Q3 2024 Reduced 4.58%
$229B
$229 Million 0.18% of portfolio
2,833
Q3 2024 New
$1.01T
$214 Million 0.17% of portfolio
817
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $129 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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