Clifford Group, LLC Incresed Positions in Q3 2025

Clifford Group, LLC

  • $128 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.56K
+ 2.5%
$567.77 - $614.76 $883K - $956K
63.8K $39B
VXF
Vanguard Extended Market ETF

ETFs
1.39K
+ 2.68%
$193.58 - $213.07 $270K - $297K
53.4K $11.2B
GOOGL
Alphabet Inc.

Communication Services
24
+ 0.27%
$174.36 - $254.72 $4.18K - $6.11K
8.76K $2.13B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.57K
+ 49.33%
$24.11 - $24.94 $207K - $214K
26K $647M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.23K
+ 7.54%
$47.76 - $48.46 $154K - $156K
46K $2.22B
VNQ
Vanguard Specialized Funds Van

ETFs
1.07K
+ 15.18%
$88.47 - $93.24 $94.3K - $99.4K
8.09K $739M
NEE
Nextera Energy Inc

Utilities
914
+ 15.54%
$69.77 - $77.54 $63.8K - $70.9K
6.8K $513M
UPS
United Parcel Service Inc

Industrials
1.49K
+ 65.4%
$82.58 - $105.54 $123K - $157K
3.76K $314M
Linde PLC
164
+ 21.98%
N/A
910 $432M
PSX
Phillips 66

Energy
219
+ 7.22%
$118.37 - $139.46 $25.9K - $30.5K
3.25K $442M
UNH
Unitedhealth Group Inc

Healthcare
102
+ 10.22%
$237.77 - $353.61 $24.3K - $36.1K
1.1K $380M
IFRA
Ishares Tr

ETFs
383
+ 3.52%
$49.77 - $52.82 $19.1K - $20.2K
11.3K $595M
PEP
Pepsico Inc

Consumer Defensive
268
+ 12.14%
$133.81 - $152.16 $35.9K - $40.8K
2.48K $348M
UNP
Union Pacific Corp

Industrials
137
+ 5.95%
$214.91 - $237.16 $29.4K - $32.5K
2.44K $576M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
310
+ 18.51%
$122.37 - $127.46 $37.9K - $39.5K
1.99K $253M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.6K
+ 4.47%
$22.64 - $23.22 $36.3K - $37.2K
37.5K $866M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.14K
+ 12.86%
$26.38 - $27.95 $30K - $31.8K
10K $273M
NSP
Insperity, Inc.

Industrials
1.94K
+ 32.55%
$45.07 - $62.06 $87.2K - $120K
7.88K $388M
ABT
Abbott Laboratories

Healthcare
236
+ 5.88%
$120.51 - $136.62 $28.4K - $32.2K
4.25K $569M
AMZN
Amazon Com Inc

Consumer Cyclical
21
+ 0.16%
$211.65 - $238.24 $4.44K - $5K
13.4K $2.95B
FIS
Fidelity National Information Services, Inc.

Technology
960
+ 25.38%
$63.37 - $82.35 $60.8K - $79.1K
4.74K $313M
ACN
Accenture PLC

Technology
226
+ 13.08%
$232.56 - $304.78 $52.6K - $68.9K
1.95K $482M
Activity Summary
Buys All Purchases 25 New Holdings 2 Increased Positions 23 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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