Clifford Group, LLC Sells in Q2 2025

Clifford Group, LLC

  • $122 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-246
- 19.77%
$274.35 - $599.47 $67.5K - $147K
998 $311M
AAPL
Apple Inc.

Technology
-723
- 6.83%
$172.42 - $223.89 $125K - $162K
9.87K $2.02B
UNP
Union Pacific Corp

Industrials
-575
- 19.99%
$208.27 - $238.46 $120K - $137K
2.3K $529M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.33K
- 7.22%
$47.02 - $47.83 $156K - $159K
42.8K $2.05B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.51K
- 5.96%
$45.2 - $46.6 $113K - $117K
39.6K $1.84B
SPY
Spdr S&P 500 ETF Trust

ETFs
-227
- 33.58%
$496.48 - $617.85 $113K - $140K
449 $277M
NEE
Nextera Energy Inc

Utilities
-809
- 12.09%
$64.11 - $75.0 $51.9K - $60.7K
5.88K $408M
LLY
Eli Lilly & CO

Healthcare
-48
- 9.8%
$713.71 - $898.95 $34.3K - $43.1K
442 $345M
PSX
Phillips 66

Energy
-363
- 10.69%
$92.87 - $125.73 $33.7K - $45.6K
3.03K $362M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-20
- 3.87%
$390.26 - $489.06 $7.81K - $9.78K
497 $202M
ACN
Accenture PLC

Technology
-21
- 1.2%
$279.23 - $323.21 $5.86K - $6.79K
1.73K $517M
DHR
Danaher Corp

Healthcare
-7
- 0.58%
$174.64 - $205.16 $1.22K - $1.44K
1.2K $238M
IWD
Ishares Russell 1000 Val ETF

ETFs
-211
- 2.56%
$166.82 - $194.23 $35.2K - $41K
8.04K $1.56B
ABC
Amerisourcebergen Corp

Healthcare
-33
- 1.34%
N/A
2.43K $727M
HLI
Houlihan Lokey, Inc.

Financial Services
-7
- 0.17%
$141.59 - $182.75 $991 - $1.28K
4.03K $725M
MS
Morgan Stanley

Financial Services
-61
- 1.01%
$99.83 - $140.86 $6.09K - $8.59K
6K $845M
GOOGL
Alphabet Inc.

Communication Services
-125
- 1.41%
$144.7 - $178.6 $18.1K - $22.3K
8.73K $1.54B
JPM
Jpmorgan Chase & CO

Financial Services
-225
- 3.92%
$210.28 - $289.91 $47.3K - $65.2K
5.51K $1.6B
AVGO
Broadcom Inc.

Technology
-126
- 5.1%
$146.29 - $275.65 $18.4K - $34.7K
2.34K $646M
EFV
Msci Eafe Value ETF

ETFs
-1.71K
- 1.97%
$52.4 - $64.65 $89.6K - $110K
85.2K $5.41B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-176
- 2.9%
$320.42 - $424.58 $56.4K - $74.7K
5.89K $2.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-69
- 1.28%
$141.37 - $228.57 $9.75K - $15.8K
5.34K $1.21B
AMZN
Amazon Com Inc

Consumer Cyclical
-189
- 1.39%
$167.32 - $223.3 $31.6K - $42.2K
13.4K $2.94B
META
Meta Platforms, Inc.

Communication Services
-2
- 0.08%
$484.66 - $738.09 $969 - $1.48K
2.37K $1.75B
MSFT
Microsoft Corp

Technology
-23
- 0.38%
$354.56 - $497.45 $8.15K - $11.4K
6.02K $2.99B
NVDA
Nvidia Corp

Technology
-10
- 0.05%
$94.31 - $157.99 $943 - $1.58K
19.9K $3.15B
Activity Summary
Buys All Purchases 33 New Holdings 9 Increased Positions 24 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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