Clifford Group, LLC Portfolio Holdings

Clifford Group, LLC

  • $107 Billion
  • Q1 2025

Clifford Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 76 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 $30.7B, Vanguard Extended Market ETF with a value of $8.61B, Vanguard Mega Cap Growth ETF with a value of $8.36B, Msci Eafe Value ETF with a value of $5.12B, and Ishares National Muni Bond ETF with a value of $4.49B.

Examining the 13F form we can see an decrease of $24.1B in the current position value, from $131B to 107B.

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 $107 Billion
ETFs: $72.4 Billion
Technology: $10.4 Billion
Financial Services: $5.57 Billion
Industrials: $4.1 Billion
Consumer Cyclical: $3.61 Billion
Communication Services: $3.57 Billion
Healthcare: $3.2 Billion
Consumer Defensive: $1.98 Billion
Other: $1.19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.7 Billion 28.65% of portfolio
59,676
Q1 2025 Added 8.81%
$0
$8.61 Billion 8.05% of portfolio
50,009
Q1 2025 Added 6.97%
$0
$8.36 Billion 7.81% of portfolio
27,067
Q1 2025 Added 4.95%
$0
$5.12 Billion 4.79% of portfolio
86,927
Q1 2025 Added 13.36%
$0
$4.49 Billion 4.19% of portfolio
42,588
Q1 2025 Added 57.27%
$0
$3.31 Billion 3.09% of portfolio
6,106
Q1 2025 Added 2.64%
$2.22T
$2.59 Billion 2.42% of portfolio
13,605
Q1 2025 Added 0.41%
$3.26T
$2.35 Billion 2.2% of portfolio
10,590
Q1 2025 Reduced 0.13%
$3.51T
$2.27 Billion 2.12% of portfolio
6,041
Q1 2025 Reduced 2.63%
$0
$2.19 Billion 2.05% of portfolio
6,069
Q1 2025 Reduced 1.99%
$0
$2.19 Billion 2.05% of portfolio
46,086
Q1 2025 Added 6.7%
$359B
$2.16 Billion 2.02% of portfolio
19,933
Q1 2025 Added 1.25%
$0
$1.95 Billion 1.82% of portfolio
42,113
Q1 2025 Reduced 0.58%
$0
$1.55 Billion 1.45% of portfolio
8,247
Q1 2025 Reduced 3.51%
$788B
$1.41 Billion 1.31% of portfolio
5,737
Q1 2025 Added 0.81%
$1.5T
$1.37 Billion 1.28% of portfolio
2,371
Q1 2025 Added 1.15%
$131B
$1.24 Billion 1.15% of portfolio
4,043
Q4 2023 Added 0.1%
$1.1T
$898 Million 0.84% of portfolio
5,408
Q1 2025 Added 0.67%
$0
$798 Million 0.75% of portfolio
34,733
Q1 2025 Reduced 0.51%
$66.1B
$758 Million 0.71% of portfolio
2,197
Q1 2025 Reduced 5.26%
$606B
$720 Million 0.67% of portfolio
2,054
Q1 2025 Added 4.37%
$223B
$707 Million 0.66% of portfolio
6,063
Q1 2025 Reduced 7.45%
$38.4B
$684 Million 0.64% of portfolio
2,459
Q1 2025 Reduced 8.76%
$139B
$679 Million 0.63% of portfolio
2,876
Q1 2025 Reduced 10.93%
$386B
$668 Million 0.62% of portfolio
3,917
Q1 2025 Reduced 18.07%
$8.74B
$651 Million 0.61% of portfolio
4,033
Q1 2025 Reduced 4.99%
$284B
$652 Million 0.61% of portfolio
1,244
Q1 2025 Reduced 15.89%
$0
$613 Million 0.57% of portfolio
6,765
Q1 2025 Reduced 8.95%
$377B
$589 Million 0.55% of portfolio
1,608
Q1 2025 Reduced 11.16%
$268B
$564 Million 0.53% of portfolio
9,141
Q1 2025 Reduced 21.36%
$56B
$568 Million 0.53% of portfolio
3,684
Q1 2025 Reduced 20.55%
$202B
$546 Million 0.51% of portfolio
1,749
Q1 2025 Reduced 23.59%
$2.39B
$530 Million 0.5% of portfolio
5,944
Q4 2022 New
$235B
$528 Million 0.49% of portfolio
3,978
Q1 2025 Reduced 28.53%
$446B
$497 Million 0.46% of portfolio
525
Q4 2024 Added 1.16%
$0
$472 Million 0.44% of portfolio
10,472
Q1 2025 Added 4.91%
$143B
$474 Million 0.44% of portfolio
6,691
Q1 2025 Reduced 11.97%
$57.1B
$419 Million 0.39% of portfolio
3,395
Q1 2025 Reduced 15.86%
$1.1T
$412 Million 0.39% of portfolio
2,639
Q2 2024 Reduced 3.65%
$99.1B
$413 Million 0.39% of portfolio
2,469
Q4 2024 Reduced 1.59%
Klaviyo Inc
-
$417 Million 0.39% of portfolio
-
Q1 2025 New
Te Connectivity PLC
-
$416 Million 0.39% of portfolio
-
Q1 2025 Reduced 21.19%
$767B
$405 Million 0.38% of portfolio
490
Q1 2025 Added 1.03%
$0
$383 Million 0.36% of portfolio
15,188
Q1 2025 Added 15.38%
$210B
$377 Million 0.35% of portfolio
691
Q4 2023 Added 2.52%
$0
$378 Million 0.35% of portfolio
676
Q1 2025 Reduced 15.39%
$648B
$358 Million 0.33% of portfolio
673
Q1 2025 Added 1.05%
$0
$352 Million 0.33% of portfolio
3,819
Q2 2024 Reduced 3.78%
$120B
$345 Million 0.32% of portfolio
1,713
Q1 2023 Reduced 0.7%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $107 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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