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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.71B
$692 Million 0.54% of portfolio
4,379
Q3 2024 Reduced 2.36%
$2.91B
$523 Million 0.41% of portfolio
5,944
Q4 2022 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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