Clifford Group, LLC Portfolio Holdings

Clifford Group, LLC

  • $124 Billion
  • Q2 2024

Clifford Group, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $124 Billion distributed in 73 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 $26B, Schwab Strategic Tr Us Dividen with a value of $18.9B, Vanguard Mega Cap Growth ETF with a value of $8.57B, Vanguard Extended Market ETF with a value of $7.67B, and Vanguard Information Technolog with a value of $4.58B.

Examining the 13F form we can see an increase of $2.75B in the current position value, from $121B to 124B.

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 $124 Billion
ETFs: $88.3 Billion
Technology: $11.9 Billion
Financial Services: $4.85 Billion
Industrials: $4.22 Billion
Healthcare: $3.43 Billion
Consumer Cyclical: $3.3 Billion
Communication Services: $3.18 Billion
Consumer Defensive: $2.81 Billion
Other: $1.84 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.19T
$2.75 Billion 2.22% of portfolio
6,144
Q2 2024 Reduced 0.29%
$1.92T
$2.46 Billion 1.98% of portfolio
12,709
Q2 2024 Added 16.88%
$302B
$2.41 Billion 1.95% of portfolio
19,547
Q2 2024 Added 879.8%
$3.66T
$2.16 Billion 1.74% of portfolio
10,239
Q2 2024 Reduced 0.26%
$979B
$1.6 Billion 1.29% of portfolio
8,778
Q2 2024 Reduced 1.58%
$617B
$1.17 Billion 0.94% of portfolio
5,774
Q2 2024 Reduced 1.69%
$1.28T
$1.1 Billion 0.89% of portfolio
2,179
Q3 2023 Added 0.65%
$923B
$953 Million 0.77% of portfolio
5,484
Q2 2024 Reduced 0.35%
$544B
$754 Million 0.61% of portfolio
1,481
Q2 2024 Added 0.95%
$411B
$744 Million 0.6% of portfolio
4,510
Q2 2024 Reduced 0.51%
$220B
$694 Million 0.56% of portfolio
2,286
Q2 2024 Added 9.01%
$409B
$630 Million 0.51% of portfolio
1,829
Q2 2024 Added 1.33%
$218B
$633 Million 0.51% of portfolio
13,316
Q2 2024 Reduced 1.46%
$234B
$618 Million 0.5% of portfolio
3,744
Q2 2024 Reduced 0.45%
$450B
$531 Million 0.43% of portfolio
2,022
Q3 2023 Reduced 2.27%
$1.01T
$484 Million 0.39% of portfolio
2,639
Q2 2024 Reduced 3.65%
$834B
$439 Million 0.35% of portfolio
485
Q2 2023 New
$201B
$326 Million 0.26% of portfolio
1,306
Q2 2024 Reduced 2.32%
$455B
$309 Million 0.25% of portfolio
2,187
Q1 2023 New
$241B
$286 Million 0.23% of portfolio
518
Q1 2024 Added 0.39%
$595B
$271 Million 0.22% of portfolio
666
Q1 2023 New
$203B
$263 Million 0.21% of portfolio
1,136
Q4 2023 New
$277B
$246 Million 0.2% of portfolio
957
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $124 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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