Clifford Group, LLC Portfolio Holdings

Clifford Group, LLC

  • $131 Billion
  • Q4 2024

Clifford Group, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 75 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 $29.5B, Schwab Strategic Tr Us Dividen with a value of $20.7B, Vanguard Extended Market ETF with a value of $8.88B, Vanguard Mega Cap Growth ETF with a value of $8.86B, and Msci Eafe Value ETF with a value of $4.02B.

Examining the 13F form we can see an increase of $2.6B in the current position value, from $129B to 131B.

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 $131 Billion
ETFs: $93.9 Billion
Technology: $12.3 Billion
Financial Services: $5.7 Billion
Consumer Cyclical: $4.21 Billion
Industrials: $3.96 Billion
Communication Services: $3.76 Billion
Healthcare: $3.11 Billion
Consumer Defensive: $2.06 Billion
Other: $1.38 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$110B
$364 Million 0.28% of portfolio
1,713
Q1 2023 Reduced 0.7%
$470B
$365 Million 0.28% of portfolio
2,189
Q3 2024 Added 0.09%
$0
$354 Million 0.27% of portfolio
3,819
Q2 2024 Reduced 3.78%
$0
$337 Million 0.26% of portfolio
13,163
Q4 2024 Added 10.87%
$232B
$337 Million 0.26% of portfolio
1,136
Q4 2023 New
$0
$330 Million 0.25% of portfolio
1,374
Q4 2023 Added 1.78%
$327B
$327 Million 0.25% of portfolio
977
Q3 2024 Added 2.09%
$136B
$310 Million 0.24% of portfolio
1,373
Q3 2024 Reduced 3.99%
$624B
$302 Million 0.23% of portfolio
666
Q1 2023 New
$198B
$299 Million 0.23% of portfolio
1,968
Q4 2024 Reduced 30.31%
$1.12T
$303 Million 0.23% of portfolio
750
Q4 2024 Reduced 8.2%
$150B
$289 Million 0.22% of portfolio
1,261
Q3 2024 Reduced 3.45%
Blackrock Inc
-
$256 Million 0.2% of portfolio
-
Q4 2024 New
$282B
$257 Million 0.2% of portfolio
2,845
Q4 2024 Added 0.42%
$208B
$255 Million 0.19% of portfolio
490
Q4 2024 Reduced 0.41%
$80.1B
$255 Million 0.19% of portfolio
710
Q4 2023 Reduced 2.87%
$71.9B
$232 Million 0.18% of portfolio
940
Q3 2024 Reduced 4.86%
$58.9B
$219 Million 0.17% of portfolio
1,620
Q4 2024 Reduced 57.91%
$22.8B
$217 Million 0.17% of portfolio
7,477
Q3 2024 New
$41.9B
$226 Million 0.17% of portfolio
2,801
Q4 2024 New
$0
$211 Million 0.16% of portfolio
1,794
Q4 2024 Added 0.06%
$210B
$207 Million 0.16% of portfolio
397
Q4 2024 New
$91.9B
$208 Million 0.16% of portfolio
857
Q4 2024 New
$121B
$200 Million 0.15% of portfolio
1,353
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $131 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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