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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28 Billion 21.76% of portfolio
53,038
Q3 2024 Added 2.06%
$0
$20.4 Billion 15.89% of portfolio
241,721
Q3 2024 Reduced 0.34%
$0
$8.34 Billion 6.48% of portfolio
45,809
Q3 2024 Added 0.87%
$0
$7.91 Billion 6.15% of portfolio
24,559
Q3 2024 Reduced 9.97%
$0
$4.29 Billion 3.33% of portfolio
74,532
Q3 2024 Added 11.66%
$0
$4.01 Billion 3.12% of portfolio
36,953
Q3 2024 Reduced 6.86%
$0
$3.4 Billion 2.64% of portfolio
5,790
Q3 2024 Reduced 27.15%
$3.25T
$2.65 Billion 2.06% of portfolio
6,160
Q3 2024 Added 0.26%
$4.09T
$2.47 Billion 1.92% of portfolio
10,580
Q3 2024 Added 3.33%
$0
$2.41 Billion 1.88% of portfolio
6,433
Q3 2024 Reduced 0.99%
$336B
$2.38 Billion 1.85% of portfolio
19,586
Q3 2024 Added 0.2%
$2.29T
$2.35 Billion 1.83% of portfolio
12,597
Q3 2024 Reduced 0.88%
$0
$2.25 Billion 1.75% of portfolio
66,696
Q3 2024 Added 5.95%
$0
$2.06 Billion 1.6% of portfolio
42,714
Q3 2024 Reduced 3.53%
$0
$1.83 Billion 1.43% of portfolio
38,850
Q3 2024 Added 0.28%
$0
$1.8 Billion 1.4% of portfolio
61,809
Q3 2024 Reduced 9.97%
$1.14T
$1.46 Billion 1.13% of portfolio
8,797
Q3 2024 Added 0.22%
$1.32T
$1.28 Billion 1.0% of portfolio
2,236
Q3 2024 Added 2.62%
$697B
$1.2 Billion 0.93% of portfolio
5,694
Q3 2024 Reduced 1.39%
$122B
$1.12 Billion 0.87% of portfolio
4,043
Q4 2023 Added 0.1%
$1.02T
$929 Million 0.72% of portfolio
5,347
Q3 2024 Reduced 2.5%
$468B
$859 Million 0.67% of portfolio
1,469
Q3 2024 Reduced 0.81%
$139B
$830 Million 0.65% of portfolio
3,366
Q3 2024 Added 0.18%
$141B
$822 Million 0.64% of portfolio
9,722
Q3 2024 Reduced 3.61%
$231B
$811 Million 0.63% of portfolio
2,293
Q3 2024 Added 0.31%
$398B
$773 Million 0.6% of portfolio
4,461
Q3 2024 Reduced 1.09%
$0
$750 Million 0.58% of portfolio
31,986
Q3 2024 Added 2.78%
$402B
$730 Million 0.57% of portfolio
1,801
Q3 2024 Reduced 1.53%
$8.64B
$692 Million 0.54% of portfolio
4,379
Q3 2024 Reduced 2.36%
$209B
$693 Million 0.54% of portfolio
6,652
Q3 2024 Reduced 4.85%
$0
$680 Million 0.53% of portfolio
6,982
Q3 2024 Reduced 5.78%
$59.5B
$648 Million 0.5% of portfolio
2,302
Q3 2024 Reduced 2.0%
$200B
$643 Million 0.5% of portfolio
5,644
Q3 2024 Reduced 1.95%
$95.4B
$625 Million 0.49% of portfolio
4,952
Q2 2024 Added 3.08%
$240B
$621 Million 0.48% of portfolio
11,666
Q3 2024 Reduced 12.39%
$50.3B
$617 Million 0.48% of portfolio
4,598
Q3 2024 Reduced 0.48%
$60.5B
$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%
$53.1B
$566 Million 0.44% of portfolio
4,309
Q3 2024 Added 5.92%
Te Connectivity PLC
-
$566 Million 0.44% of portfolio
-
Q3 2024 New
$519B
$541 Million 0.42% of portfolio
1,968
Q3 2024 Reduced 2.67%
$2.89B
$523 Million 0.41% of portfolio
5,944
Q4 2022 New
$211B
$480 Million 0.37% of portfolio
2,824
Q3 2024 Reduced 24.57%
$0
$464 Million 0.36% of portfolio
9,880
Q3 2024 Added 3.49%
$422B
$461 Million 0.36% of portfolio
519
Q3 2024 Reduced 4.95%
$0
$433 Million 0.34% of portfolio
755
Q3 2024 Added 44.36%
$89.4B
$433 Million 0.34% of portfolio
2,509
Q3 2024 Added 1,083.49%
$27.7B
$431 Million 0.34% of portfolio
7,214
Q3 2024 Added 6.54%
$1.17T
$441 Million 0.34% of portfolio
2,639
Q2 2024 Reduced 3.65%

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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