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 Market Cap. of $200 Billions or more
