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
Labcorp Holdings Inc
3.71K
+ 3.79%
N/A
102K $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
25
+ 0.72%
$169.43 - $182.84 $4.24K - $4.57K
3.52K $609K
AME
Ametek Inc

Industrials
5
+ 0.33%
$170.39 - $190.43 $852 - $952
1.5K $258K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8
+ 0.08%
$25.58 - $29.24 $205 - $234
9.45K $247K
PNC
Pnc Financial Services Group, Inc.

Financial Services
9
+ 0.76%
$168.84 - $202.89 $1.52K - $1.83K
1.19K $209K
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 2.11%
$476.63 - $610.45 $11.9K - $15.3K
1.21K $600K
FDX
Fedex Corp

Industrials
43
+ 3.92%
$230.33 - $281.53 $9.9K - $12.1K
1.14K $278K
VTI
Vanguard Total Stock Market Et

ETFs
387
+ 4.21%
$271.18 - $303.12 $105K - $117K
9.58K $2.63M
USB
Us Bancorp \De\

Financial Services
17
+ 0.19%
$40.92 - $50.9 $696 - $865
8.85K $373K
BA
Boeing CO

Industrials
1.44K
+ 3.1%
$148.15 - $186.25 $214K - $269K
48K $8.18M
URI
United Rentals, Inc.

Industrials
2
+ 0.23%
$594.17 - $789.56 $1.19K - $1.58K
881 $552K
MAR
Marriott International Inc

Consumer Cyclical
5
+ 0.29%
$237.01 - $304.45 $1.19K - $1.52K
1.7K $405K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.02%
$217.89 - $252.64 $218 - $253
5.76K $1.28M
AMD
Advanced Micro Devices Inc

Technology
11
+ 0.17%
$96.63 - $129.55 $1.06K - $1.43K
6.42K $659K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
528
+ 1.42%
$57.21 - $65.8 $30.2K - $34.7K
37.6K $2.19M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
116
+ 2.42%
$165.25 - $224.62 $19.2K - $26.1K
4.9K $814K
DOW
Dow Inc.

Basic Materials
3.5K
+ 5.91%
$34.36 - $41.92 $120K - $147K
62.8K $2.19M
VGT
Vanguard Information Technolog

ETFs
83
+ 2.47%
$542.38 - $646.34 $45K - $53.6K
3.44K $1.87M
DXC
Dxc Technology CO

Technology
5
+ 0.0%
$16.43 - $22.61 $82.2 - $113
101K $1.72M
META
Meta Platforms, Inc.

Communication Services
177
+ 0.57%
$576.36 - $736.67 $102K - $130K
31.1K $18M
CARR
Carrier Global Corp

Industrials
745
+ 0.82%
$62.07 - $70.55 $46.2K - $52.6K
91.9K $5.83M
LMT
Lockheed Martin Corp

Industrials
37
+ 0.3%
$423.19 - $506.29 $15.7K - $18.7K
12.5K $5.59M
ETN
Eaton Corp PLC

Industrials
5
+ 0.06%
$271.83 - $371.23 $1.36K - $1.86K
8.24K $2.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.62K
+ 3.15%
$102.49 - $119.96 $269K - $314K
85.9K $8.98M
INTU
Intuit Inc

Technology
20
+ 0.05%
$555.63 - $630.23 $11.1K - $12.6K
43.9K $26.9M
ENTG
Entegris Inc

Technology
7.12K
+ 6.6%
$87.48 - $109.53 $623K - $780K
115K $10.1M
HD
Home Depot, Inc.

Consumer Cyclical
488
+ 1.24%
$347.25 - $424.87 $169K - $207K
39.7K $14.6M
KMX
Carmax Inc

Consumer Cyclical
435
+ 0.2%
$69.25 - $89.19 $30.1K - $38.8K
220K $17.1M
KEYS
Keysight Technologies, Inc.

Technology
100
+ 0.12%
$148.16 - $185.11 $14.8K - $18.5K
82.8K $12.4M
XLK
Technology Sector Spdr

ETFs
36
+ 0.1%
$206.38 - $242.18 $7.43K - $8.72K
36.2K $7.47M
NVDA
Nvidia Corp

Technology
1.67K
+ 2.6%
$106.98 - $149.43 $178K - $249K
65.8K $7.13M
BKNG
Booking Holdings Inc.

Consumer Cyclical
18
+ 0.4%
$4295.4 - $5141.88 $77.3K - $92.6K
4.48K $20.6M
ALB
Albemarle Corp

Basic Materials
1.45K
+ 1.16%
$69.95 - $97.49 $102K - $142K
127K $9.15M
NKE
Nike, Inc.

Consumer Cyclical
3.97K
+ 2.04%
$63.29 - $81.72 $251K - $325K
199K $12.6M
AXP
American Express CO

Financial Services
532
+ 0.46%
$255.39 - $325.87 $136K - $173K
116K $31.1M
GOOG
Alphabet Inc.

Communication Services
64
+ 0.04%
$156.06 - $207.71 $9.99K - $13.3K
160K $25M
ORCL
Oracle Corp

Technology
461
+ 0.17%
$139.81 - $186.47 $64.5K - $86K
270K $37.7M
UPS
United Parcel Service Inc

Industrials
23.6K
+ 2.68%
$109.66 - $136.26 $2.58M - $3.21M
903K $99.3M
MSFT
Microsoft Corp

Technology
4.57K
+ 1.51%
$375.39 - $447.2 $1.72M - $2.05M
307K $115M
GOOGL
Alphabet Inc.

Communication Services
2.79K
+ 0.66%
$154.33 - $206.19 $430K - $575K
428K $66.2M
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
Track This Portfolio

Track Clifford Swan Investment Counsel LLC Portfolio

Follow Clifford Swan Investment Counsel LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clifford Swan Investment Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clifford Swan Investment Counsel LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email