Clifford Group, LLC Portfolio Holdings

Clifford Group, LLC

  • $121 Billion
  • Q1 2024

Clifford Group, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 71 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 $25.6B, Schwab Strategic Tr Us Dividen with a value of $20.5B, Vanguard Extended Market ETF with a value of $7.43B, Msci Eafe Value ETF with a value of $5.83B, and Ishares National Muni Bond ETF with a value of $4.29B.

Examining the 13F form we can see an increase of $13.2B in the current position value, from $108B to 121B.

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 $121 Billion
ETFs: $86.5 Billion
Technology: $10.3 Billion
Financial Services: $5.54 Billion
Industrials: $4.5 Billion
Healthcare: $3.65 Billion
Consumer Defensive: $2.92 Billion
Consumer Cyclical: $2.86 Billion
Communication Services: $2.82 Billion
Other: $1.96 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.6 Billion 21.13% of portfolio
53,232
Q1 2024 Added 8.94%
$0
$20.5 Billion 16.91% of portfolio
253,997
Q1 2024 Added 2.91%
$0
$7.43 Billion 6.13% of portfolio
42,376
Q1 2024 Added 17.76%
$0
$5.83 Billion 4.82% of portfolio
107,205
Q1 2024 Added 6.72%
$0
$4.29 Billion 3.54% of portfolio
39,859
Q1 2024 Reduced 15.52%
$0
$4.12 Billion 3.4% of portfolio
7,864
Q1 2024 Added 18.72%
$0
$3.94 Billion 3.25% of portfolio
13,737
Q1 2024 Added 70.37%
$3.33T
$2.59 Billion 2.14% of portfolio
6,162
Q1 2024 Added 0.13%
$0
$2.35 Billion 1.94% of portfolio
49,613
Q1 2024 Added 2.45%
$0
$2.2 Billion 1.81% of portfolio
6,518
Q4 2023 Reduced 4.78%
$1.97T
$1.96 Billion 1.62% of portfolio
10,874
Q1 2024 Reduced 0.37%
$0
$1.96 Billion 1.61% of portfolio
59,824
Q1 2024 Added 36.16%
$308B
$1.8 Billion 1.49% of portfolio
1,995
Q1 2024 Reduced 4.91%
$3.38T
$1.76 Billion 1.45% of portfolio
10,266
Q1 2024 Added 2.26%
$0
$1.68 Billion 1.38% of portfolio
36,747
Q1 2024 Added 15.13%
$0
$1.61 Billion 1.33% of portfolio
8,999
Q1 2024 Reduced 1.48%
$0
$1.53 Billion 1.26% of portfolio
54,619
Q1 2024 Reduced 12.47%
$1.09T
$1.35 Billion 1.11% of portfolio
8,919
Q1 2024 Added 1.13%
$593B
$1.18 Billion 0.97% of portfolio
5,873
Q1 2024 Reduced 1.39%
$1.13T
$1.06 Billion 0.87% of portfolio
2,179
Q3 2023 Added 0.65%
$99.1B
$1.01 Billion 0.83% of portfolio
4,043
Q4 2023 Added 0.1%
$139B
$812 Million 0.67% of portfolio
3,304
Q1 2024 Added 0.76%
$901B
$749 Million 0.62% of portfolio
5,503
Q1 2024 Added 2.76%
$391B
$736 Million 0.61% of portfolio
4,533
Q1 2024 Added 3.9%
$476B
$726 Million 0.6% of portfolio
1,467
Q1 2024 Added 7.32%
$191B
$727 Million 0.6% of portfolio
2,097
Q1 2024 Added 0.53%
$68.1B
$717 Million 0.59% of portfolio
4,046
Q1 2024 Reduced 1.99%
$352B
$692 Million 0.57% of portfolio
1,805
Q1 2024 Added 0.33%
$195B
$674 Million 0.56% of portfolio
13,513
Q1 2024 Added 14.34%
$0
$678 Million 0.56% of portfolio
29,789
Q1 2024 Added 11.61%
$165B
$669 Million 0.55% of portfolio
7,101
Q1 2024 Added 7.74%
$62.8B
$665 Million 0.55% of portfolio
4,114
Q1 2024 Reduced 1.6%
$67.9B
$670 Million 0.55% of portfolio
4,102
Q1 2024 Reduced 7.9%
$139B
$666 Million 0.55% of portfolio
10,428
Q1 2024 Added 18.37%
$3.47B
$652 Million 0.54% of portfolio
5,944
Q4 2022 New
$227B
$658 Million 0.54% of portfolio
3,761
Q1 2024 Added 11.34%
$182B
$643 Million 0.53% of portfolio
5,653
Q1 2024 Added 4.3%
$38.4B
$640 Million 0.53% of portfolio
2,636
Q1 2024 Reduced 5.42%
$77.5B
$633 Million 0.52% of portfolio
7,935
Q1 2024 Added 12.0%
$104B
$626 Million 0.52% of portfolio
4,804
Q1 2024 Added 4.78%
$54.5B
$599 Million 0.49% of portfolio
2,398
Q1 2024 Added 4.35%
$99.8B
$575 Million 0.48% of portfolio
3,871
Q1 2024 Added 17.48%
$6.7B
$585 Million 0.48% of portfolio
4,560
Q1 2024 Added 0.44%
$48.1B
$575 Million 0.47% of portfolio
3,960
Q1 2024 Added 0.97%
$429B
$564 Million 0.47% of portfolio
2,022
Q3 2023 Reduced 2.27%
$42.7B
$571 Million 0.47% of portfolio
4,647
Q1 2024 Added 10.64%
$1.12T
$417 Million 0.34% of portfolio
2,739
Q1 2024 Reduced 6.87%
$33.2B
$405 Million 0.33% of portfolio
6,447
Q1 2024 Added 0.97%
$376B
$400 Million 0.33% of portfolio
546
Q2 2023 Added 3.8%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $121 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Clifford Group, LLC Portfolio

Follow Clifford Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clifford Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clifford Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email