Clifford Swan Investment Counsel LLC Purchases in Q1 2025

Clifford Swan Investment Counsel LLC

  • $2.61 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
8
+ 88.89%
$663000.0 - $801950.0 $5.3M - $6.42M
17 $13.6M
UNH
Unitedhealth Group Inc

Healthcare
7.5K
+ 14.99%
$461.52 - $548.18 $3.46M - $4.11M
57.5K $30.1M
SLB
Schlumberger Limited

Energy
76K
+ 16.67%
$38.4 - $43.74 $2.92M - $3.32M
532K $22.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
37.5K
+ 14.43%
$56.12 - $68.15 $2.1M - $2.55M
297K $20.2M
PEP
Pepsico Inc

Consumer Defensive
26.1K
+ 22.78%
$142.64 - $156.42 $3.72M - $4.08M
140K $21.1M
FAST
Fastenal CO

Industrials
13.7K
+ 3.12%
$71.11 - $79.98 $973K - $1.09M
453K $35.1M
CTVA
Corteva, Inc.

Basic Materials
1.37K
+ 0.27%
$55.94 - $66.15 $76.7K - $90.8K
514K $32.4M
EXPD
Expeditors International Of Washington Inc

Industrials
22.2K
+ 58.29%
$109.09 - $126.48 $2.42M - $2.81M
60.4K $7.26M
SYY
Sysco Corp

Consumer Defensive
35K
+ 16.25%
$70.0 - $77.13 $2.45M - $2.7M
250K $18.8M
UNP
Union Pacific Corp

Industrials
1.82K
+ 3.3%
$225.21 - $254.42 $409K - $462K
56.8K $13.4M
NOC
Northrop Grumman Corp

Industrials
5
+ 0.03%
$433.45 - $513.82 $2.17K - $2.57K
19.3K $9.9M
KO
Coca Cola CO

Consumer Defensive
421
+ 0.49%
$60.81 - $72.32 $25.6K - $30.4K
85.6K $6.13M
VGSH
Vanguard

ETFs
11K
New
$58.07 - $58.69 $638K - $645K
11K $644K
FCAL
First Tr Iii Calif Mun High In

ETFs
10.9K
New
$48.53 - $49.76 $530K - $544K
10.9K $530K
OTIS
Otis Worldwide Corp

Industrials
176
+ 0.4%
$90.77 - $104.01 $16K - $18.3K
44.1K $4.55M
ALLE
Allegion PLC

Industrials
2.3K
+ 13.83%
$123.79 - $135.5 $285K - $312K
18.9K $2.47M
LLY
Eli Lilly & CO

Healthcare
12
+ 0.24%
$725.72 - $929.72 $8.71K - $11.2K
5.11K $4.22M
DE
Deere & CO

Industrials
17
+ 0.28%
$408.57 - $509.27 $6.95K - $8.66K
6.02K $2.83M
PWZ
Invesco California Amt Free Mu

ETFs
10.3K
New
$23.68 - $24.72 $244K - $255K
10.3K $245K
CAG
Conagra Brands Inc.

Consumer Defensive
17.9K
+ 8.31%
$23.9 - $27.67 $427K - $495K
233K $6.21M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
+ 0.08%
$208.48 - $244.03 $1.25K - $1.46K
7.64K $1.86M
CVS
Cvs Health Corp

Healthcare
3.46K
New
$44.22 - $68.64 $153K - $238K
3.46K $234K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.82K
New
$27.01 - $28.54 $211K - $223K
7.82K $218K
EXC
Exelon Corp

Utilities
4.73K
New
$37.3 - $46.08 $176K - $218K
4.73K $217K
CI
Cigna Corp

Healthcare
648
New
$274.49 - $329.0 $178K - $213K
648 $213K
AKAM
Akamai Technologies Inc

Technology
2.32K
+ 3.86%
N/A
62.4K $5.66M
UBER
Uber Technologies, Inc

Technology
2.87K
New
$63.17 - $81.49 $181K - $234K
2.87K $208K
BAX
Baxter International Inc

Healthcare
5.98K
New
$29.26 - $36.57 $175K - $219K
5.98K $204K
VLO
Valero Energy Corp

Energy
1.54K
New
$121.76 - $142.99 $187K - $220K
1.54K $203K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3
+ 0.07%
$80.53 - $147.57 $242 - $443
4.26K $562K
AJG
Arthur J. Gallagher & Co.

Financial Services
5
+ 0.17%
$275.89 - $345.24 $1.38K - $1.73K
3.02K $1.04M
VEA
Vanguard Ftse Developed Market

ETFs
1.11K
+ 3.37%
$47.4 - $52.99 $52.6K - $58.8K
34K $1.73M
SO
Southern CO

Utilities
18
+ 0.11%
$80.96 - $92.96 $1.46K - $1.67K
15.8K $1.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.08K
+ 6.45%
$507.05 - $563.67 $547K - $608K
17.8K $9.16M
HDV
Ishares Core High Dividend ETF

ETFs
300
+ 2.85%
$110.86 - $121.12 $33.3K - $36.3K
10.8K $1.31M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.3K
+ 59.09%
$91.45 - $91.75 $119K - $119K
3.5K $321K
CMF
Ishares California Muni Bond E

ETFs
2.25K
+ 32.1%
$55.93 - $57.47 $126K - $129K
9.26K $521K
PAYX
Paychex Inc

Industrials
6
+ 0.09%
$136.06 - $154.52 $816 - $927
6.68K $1.03M
SPGI
S&P Global Inc.

Financial Services
3
+ 0.05%
$478.26 - $543.77 $1.43K - $1.63K
6.01K $3.05M
EFA
Ishares Tr Msci Eafe ETF

ETFs
186
+ 2.54%
$74.85 - $84.89 $13.9K - $15.8K
7.5K $613K
CTAS
Cintas Corp

Industrials
8
+ 0.38%
$182.09 - $208.14 $1.46K - $1.67K
2.13K $437K
IWB
Ishares Tr Russell 1000 ETF

ETFs
235
+ 10.05%
$302.31 - $337.54 $71K - $79.3K
2.57K $789K
UL
Unilever PLC

Consumer Defensive
22
+ 0.29%
$54.72 - $60.29 $1.2K - $1.33K
7.65K $455K
TMO
Thermo Fisher Scientific Inc.

Healthcare
58
+ 12.86%
$497.6 - $606.74 $28.9K - $35.2K
509 $253K
TSLA
Tesla, Inc.

Consumer Cyclical
2.32K
+ 56.81%
$222.15 - $428.22 $515K - $993K
6.4K $1.66M
VO
Vanguard Mid Cap ETF

ETFs
58
+ 5.02%
$251.87 - $277.95 $14.6K - $16.1K
1.21K $313K
F
Ford Motor CO

Consumer Cyclical
143
+ 1.09%
$9.12 - $10.43 $1.3K - $1.49K
13.3K $133K
Ishares Bitcoin Trust ETF
6.74K
New
N/A
6.74K $0
Ferguson Enterprises Inc
25K
+ 74.54%
N/A
58.6K $0
Activity Summary
Buys All Purchases 91 New Holdings 11 Increased Positions 80 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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