Clifford Group, LLC Portfolio Holdings

Clifford Group, LLC

  • $129 Billion
  • Q3 2024

Clifford Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 74 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 $28B, Schwab Strategic Tr Us Dividen with a value of $20.4B, Vanguard Extended Market ETF with a value of $8.34B, Vanguard Mega Cap Growth ETF with a value of $7.91B, and Msci Eafe Value ETF with a value of $4.29B.

Examining the 13F form we can see an increase of $4.73B in the current position value, from $124B to 129B.

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 $129 Billion
ETFs: $91.9 Billion
Technology: $11.3 Billion
Financial Services: $5.21 Billion
Industrials: $4.53 Billion
Consumer Cyclical: $3.51 Billion
Communication Services: $3.42 Billion
Healthcare: $3.16 Billion
Consumer Defensive: $2.97 Billion
Other: $2.01 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$716B
$430 Million 0.33% of portfolio
485
Q2 2023 New
$109B
$394 Million 0.31% of portfolio
1,713
Q1 2023 Reduced 0.7%
$144B
$375 Million 0.29% of portfolio
1,130
Q2 2024 Reduced 0.88%
$514B
$373 Million 0.29% of portfolio
2,189
Q3 2024 Added 0.09%
$0
$365 Million 0.28% of portfolio
3,819
Q2 2024 Reduced 3.78%
$199B
$342 Million 0.27% of portfolio
691
Q4 2023 Added 2.52%
$170B
$351 Million 0.27% of portfolio
1,261
Q3 2024 Reduced 3.45%
$96.4B
$336 Million 0.26% of portfolio
2,463
Q3 2024 Reduced 36.65%
$0
$326 Million 0.25% of portfolio
1,374
Q4 2023 Added 1.78%
$610B
$307 Million 0.24% of portfolio
666
Q1 2023 New
$201B
$304 Million 0.24% of portfolio
492
Q3 2024 Reduced 5.02%
$215B
$308 Million 0.24% of portfolio
1,136
Q4 2023 New
$0
$312 Million 0.24% of portfolio
11,872
Q3 2024 Reduced 0.46%
$152B
$284 Million 0.22% of portfolio
1,373
Q3 2024 Reduced 3.99%
$326B
$267 Million 0.21% of portfolio
977
Q3 2024 Added 2.09%
$17.2B
$242 Million 0.19% of portfolio
7,477
Q3 2024 New
$122B
$241 Million 0.19% of portfolio
578
Q3 2024 Added 2.12%
$154B
$238 Million 0.18% of portfolio
250
Q3 2024 Reduced 4.58%
$237B
$229 Million 0.18% of portfolio
2,833
Q3 2024 New
$0
$215 Million 0.17% of portfolio
1,793
Q2 2024 New
$1.08T
$214 Million 0.17% of portfolio
817
Q3 2024 New
$67.7B
$217 Million 0.17% of portfolio
940
Q3 2024 Reduced 4.86%
$70.1B
$203 Million 0.16% of portfolio
142
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $129 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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