Clifford Group, LLC Reduced Holdings in Q3 2025

Clifford Group, LLC

  • $128 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-13.1K
- 30.45%
$103.24 - $106.68 $1.36M - $1.4M
30K $3.19B
Klaviyo Inc
-1.1K
- 7.73%
N/A
13.1K $362M
PAYX
Paychex Inc

Industrials
-309
- 8.23%
$126.69 - $147.99 $39.1K - $45.7K
3.45K $437M
CRM
Salesforce, Inc.

Technology
-279
- 23.33%
$231.66 - $273.65 $64.6K - $76.3K
917 $217M
MSFT
Microsoft Corp

Technology
-429
- 7.13%
$491.09 - $535.64 $211K - $230K
5.59K $2.89B
PG
Procter & Gamble CO

Consumer Defensive
-349
- 8.84%
$150.47 - $161.22 $52.5K - $56.3K
3.6K $553M
CSCO
Cisco Systems, Inc.

Technology
-846
- 9.04%
$66.2 - $71.79 $56K - $60.7K
8.51K $582M
HON
Honeywell International Inc

Industrials
-24
- 1.82%
$207.7 - $240.4 $4.98K - $5.77K
1.29K $272M
AJG
Arthur J. Gallagher & Co.

Financial Services
-36
- 1.63%
$284.17 - $319.49 $10.2K - $11.5K
2.17K $672M
ABC
Amerisourcebergen Corp

Healthcare
-126
- 5.19%
N/A
2.3K $719M
HD
Home Depot, Inc.

Consumer Cyclical
-115
- 7.04%
$357.4 - $423.42 $41.1K - $48.7K
1.52K $615M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-940
- 17.61%
$224.68 - $282.71 $211K - $266K
4.4K $1.23B
MS
Morgan Stanley

Financial Services
-527
- 8.78%
$139.09 - $161.16 $73.3K - $84.9K
5.48K $870M
HLI
Houlihan Lokey, Inc.

Financial Services
-263
- 6.53%
$181.55 - $209.19 $47.7K - $55K
3.76K $773M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2
- 0.02%
$192.76 - $203.86 $386 - $408
8.03K $1.64B
JPM
Jpmorgan Chase & CO

Financial Services
-159
- 2.88%
$282.78 - $316.06 $45K - $50.3K
5.35K $1.69B
Te Connectivity PLC
-140
- 4.69%
N/A
2.84K $624M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-85
- 1.44%
$420.11 - $472.68 $35.7K - $40.2K
5.81K $2.72B
EFV
Msci Eafe Value ETF

ETFs
-634
- 0.74%
$62.79 - $68.42 $39.8K - $43.4K
84.6K $5.74B
VGT
Vanguard Information Technolog

ETFs
-229
- 3.49%
$656.44 - $753.15 $150K - $172K
6.33K $4.72B
AAPL
Apple Inc.

Technology
-189
- 1.92%
$202.38 - $256.87 $38.2K - $48.5K
9.68K $2.46B
NVDA
Nvidia Corp

Technology
-232
- 1.16%
$153.3 - $186.58 $35.6K - $43.3K
19.7K $3.67B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-263
- 0.94%
$362.31 - $405.74 $95.3K - $107K
27.7K $11.1B
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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