Clifford Group, LLC Portfolio Holdings

Clifford Group, LLC

  • $107 Billion
  • Q1 2025

Clifford Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 76 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 $30.7B, Vanguard Extended Market ETF with a value of $8.61B, Vanguard Mega Cap Growth ETF with a value of $8.36B, Msci Eafe Value ETF with a value of $5.12B, and Ishares National Muni Bond ETF with a value of $4.49B.

Examining the 13F form we can see an decrease of $24.1B in the current position value, from $131B to 107B.

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 $107 Billion
ETFs: $72.4 Billion
Technology: $10.4 Billion
Financial Services: $5.57 Billion
Industrials: $4.1 Billion
Consumer Cyclical: $3.61 Billion
Communication Services: $3.57 Billion
Healthcare: $3.2 Billion
Consumer Defensive: $1.98 Billion
Other: $1.19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$182B
$331 Million 0.31% of portfolio
2,211
Q1 2025 Added 12.35%
$479B
$306 Million 0.29% of portfolio
2,187
Q1 2025 Reduced 0.09%
$224B
$306 Million 0.29% of portfolio
1,136
Q4 2023 New
$129B
$312 Million 0.29% of portfolio
1,148
Q1 2025 Added 1.59%
$101B
$300 Million 0.28% of portfolio
2,685
Q1 2025 Reduced 23.79%
$0
$305 Million 0.28% of portfolio
1,374
Q4 2023 Added 1.78%
$49.3B
$276 Million 0.26% of portfolio
3,700
Q1 2025 Added 32.1%
$72.8B
$283 Million 0.26% of portfolio
710
Q4 2023 Reduced 2.87%
$152B
$279 Million 0.26% of portfolio
1,317
Q1 2025 Reduced 4.08%
$156B
$271 Million 0.25% of portfolio
578
Q3 2024 Added 2.12%
$268B
$268 Million 0.25% of portfolio
1,000
Q1 2025 Added 2.35%
$264B
$252 Million 0.24% of portfolio
2,870
Q1 2025 Added 0.88%
$162B
$257 Million 0.24% of portfolio
517
Q1 2025 Added 5.51%
$147B
$248 Million 0.23% of portfolio
1,211
Q1 2025 Reduced 3.97%
Blackrock Inc
-
$228 Million 0.21% of portfolio
-
Q1 2025 Reduced 3.6%
$134B
$220 Million 0.21% of portfolio
400
Q1 2025 New
$101B
$221 Million 0.21% of portfolio
329
Q1 2025 New
$74.7B
$222 Million 0.21% of portfolio
2,018
Q1 2025 New
$68.6B
$214 Million 0.2% of portfolio
940
Q3 2024 Reduced 4.86%
$5.76B
$219 Million 0.2% of portfolio
153
Q1 2025 New
$0
$208 Million 0.19% of portfolio
1,793
Q1 2025 Reduced 0.06%
$20.6B
$204 Million 0.19% of portfolio
6,570
Q1 2025 Reduced 12.13%
$187B
$202 Million 0.19% of portfolio
407
Q1 2025 Added 2.52%
$0
$206 Million 0.19% of portfolio
7,358
Q1 2025 Reduced 99.03%
$0
$200 Million 0.19% of portfolio
728
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $107 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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