Clifford Group, LLC Purchases in Q1 2025

Clifford Group, LLC

  • $107 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
15.5K
+ 57.27%
$104.71 - $107.69 $1.62M - $1.67M
42.6K $4.49B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.83K
+ 8.81%
$507.05 - $563.67 $2.45M - $2.72M
59.7K $30.7B
EFV
Msci Eafe Value ETF

ETFs
10.2K
+ 13.36%
$51.88 - $60.73 $532K - $622K
86.9K $5.12B
Klaviyo Inc
13.8K
New
N/A
13.8K $417M
UPS
United Parcel Service Inc

Industrials
2.02K
New
$109.66 - $136.26 $221K - $275K
2.02K $222M
MCK
Mckesson Corp

Healthcare
329
New
$566.21 - $672.99 $186K - $221K
329 $221M
SPOT
Spotify Technology S.A.

Communication Services
400
New
$457.79 - $648.32 $183K - $259K
400 $220M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
153
New
$1187.71 - $1432.58 $182K - $219K
153 $219M
VTI
Vanguard Total Stock Market Et

ETFs
728
New
$271.18 - $303.12 $197K - $221K
728 $200M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.9K
+ 6.7%
$47.33 - $47.92 $137K - $139K
46.1K $2.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 1.05%
$442.66 - $534.52 $3.1K - $3.74K
673 $358M
FIS
Fidelity National Information Services, Inc.

Technology
899
+ 32.1%
$68.12 - $83.42 $61.2K - $75K
3.7K $276M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.03K
+ 15.38%
$25.12 - $26.05 $50.9K - $52.8K
15.2K $383M
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 0.81%
$225.19 - $279.95 $10.4K - $12.9K
5.74K $1.41B
PEP
Pepsico Inc

Consumer Defensive
243
+ 12.35%
$142.64 - $156.42 $34.7K - $38K
2.21K $331M
LLY
Eli Lilly & CO

Healthcare
5
+ 1.03%
$725.72 - $929.72 $3.63K - $4.65K
490 $405M
TGT
Target Corp

Consumer Defensive
581
+ 35.86%
$103.65 - $142.5 $60.2K - $82.8K
2.2K $230M
IFRA
Ishares Tr

ETFs
490
+ 4.91%
$44.8 - $49.25 $22K - $24.1K
10.5K $472M
TMO
Thermo Fisher Scientific Inc.

Healthcare
27
+ 5.51%
$497.6 - $606.74 $13.4K - $16.4K
517 $257M
WMT
Walmart Inc.

Consumer Defensive
25
+ 0.88%
$84.5 - $105.05 $2.11K - $2.63K
2.87K $252M
ISRG
Intuitive Surgical Inc

Healthcare
10
+ 2.52%
$476.63 - $610.45 $4.77K - $6.1K
407 $202M
META
Meta Platforms, Inc.

Communication Services
27
+ 1.15%
$576.36 - $736.67 $15.6K - $19.9K
2.37K $1.37B
CRM
Salesforce, Inc.

Technology
23
+ 2.35%
$268.36 - $359.95 $6.17K - $8.28K
1K $268M
ETN
Eaton Corp PLC

Industrials
18
+ 1.59%
$271.83 - $371.23 $4.89K - $6.68K
1.15K $312M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
36
+ 0.67%
$165.25 - $224.62 $5.95K - $8.09K
5.41K $898M
VXF
Vanguard Extended Market ETF

ETFs
3.26K
+ 6.97%
$170.36 - $201.04 $555K - $655K
50K $8.61B
GOOGL
Alphabet Inc.

Communication Services
29
+ 0.33%
$154.33 - $206.19 $4.48K - $5.98K
8.86K $1.37B
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 0.41%
$190.26 - $242.06 $10.5K - $13.3K
13.6K $2.59B
VGT
Vanguard Information Technolog

ETFs
157
+ 2.64%
$542.38 - $646.34 $85.2K - $101K
6.11K $3.31B
NVDA
Nvidia Corp

Technology
246
+ 1.25%
$106.98 - $149.43 $26.3K - $36.8K
19.9K $2.16B
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.28K
+ 4.95%
$307.43 - $357.48 $392K - $456K
27.1K $8.36B
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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