Clifford Swan Investment Counsel LLC Incresed Positions in Q3 2024

Clifford Swan Investment Counsel LLC

  • $2.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
51.5K
+ 12.71%
$39.66 - $51.75 $2.04M - $2.67M
457K $23.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
16.2K
+ 7.83%
$57.22 - $80.08 $929K - $1.3M
224K $17.5M
CTVA
Corteva, Inc.

Basic Materials
44.8K
+ 9.57%
$50.72 - $58.78 $2.27M - $2.63M
513K $30.1M
UNH
Unitedhealth Group Inc

Healthcare
1.79K
+ 3.57%
$488.01 - $604.18 $875K - $1.08M
52.1K $30.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
90.7K
+ 38.93%
$47.95 - $49.61 $4.35M - $4.5M
324K $16M
MDLZ
Mondelez International, Inc.

Consumer Defensive
40.8K
+ 20.12%
$64.35 - $75.71 $2.62M - $3.09M
244K $17.9M
JCI
Johnson Controls International PLC

Industrials
1.43K
+ 0.46%
$65.52 - $77.61 $93.6K - $111K
312K $24.2M
PH
Parker Hannifin Corp

Industrials
5
+ 0.02%
$501.01 - $635.92 $2.51K - $3.18K
26.7K $16.9M
HD
Home Depot, Inc.

Consumer Cyclical
2.38K
+ 6.55%
$333.64 - $405.2 $795K - $966K
38.8K $15.7M
SYY
Sysco Corp

Consumer Defensive
22.5K
+ 13.21%
$69.16 - $78.98 $1.55M - $1.77M
192K $15M
NOC
Northrop Grumman Corp

Industrials
20
+ 0.1%
$423.73 - $533.14 $8.47K - $10.7K
19.3K $10.2M
KMX
Carmax Inc

Consumer Cyclical
10.9K
+ 5.37%
$71.21 - $85.78 $775K - $933K
214K $16.5M
PFE
Pfizer Inc

Healthcare
34.6K
+ 6.65%
$27.7 - $31.39 $957K - $1.08M
554K $16M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.76K
+ 4.87%
$105.53 - $118.34 $396K - $445K
81K $9.47M
VZ
Verizon Communications Inc

Communication Services
5.35K
+ 2.34%
$38.89 - $45.0 $208K - $241K
234K $10.5M
DOW
Dow Inc.

Basic Materials
18K
+ 54.24%
$50.15 - $55.41 $901K - $995K
51.1K $2.79M
GIS
General Mills Inc

Consumer Defensive
300
+ 0.33%
$62.5 - $75.15 $18.8K - $22.5K
91.9K $6.79M
WBD
Warner Bros. Discovery, Inc.

Communication Services
59.1K
+ 14.25%
$6.71 - $8.78 $396K - $519K
474K $3.91M
KO
Coca Cola CO

Consumer Defensive
2.05K
+ 2.52%
$62.69 - $73.01 $129K - $150K
83.6K $6.01M
NEE
Nextera Energy Inc

Utilities
42
+ 0.11%
$69.9 - $84.97 $2.94K - $3.57K
39.5K $3.34M
EXPD
Expeditors International Of Washington Inc

Industrials
2.01K
+ 6.06%
$116.1 - $131.42 $233K - $264K
35.2K $4.62M
AVGO
Broadcom Inc.

Technology
26.2K
+ 917.49%
$136.27 - $1745.86 $3.57M - $45.8M
29.1K $5.02M
CLX
Clorox CO

Consumer Defensive
182
+ 1.53%
$131.73 - $166.97 $24K - $30.4K
12.1K $1.97M
NVDA
Nvidia Corp

Technology
3.32K
+ 5.4%
$98.91 - $134.91 $328K - $448K
64.8K $7.87M
ITB
Ishares Tr

ETFs
200
+ 2.43%
$97.52 - $128.64 $19.5K - $25.7K
8.43K $1.07M
IVV
Ishares Core S&P 500 ETF

ETFs
60
+ 0.95%
$520.18 - $576.82 $31.2K - $34.6K
6.35K $3.66M
SLB
Schlumberger Limited

Energy
53.4K
+ 13.83%
$39.57 - $49.67 $2.11M - $2.65M
439K $18.4M
ETN
Eaton Corp PLC

Industrials
111
+ 1.37%
$272.52 - $333.02 $30.2K - $37K
8.23K $2.73M
WEC
Wec Energy Group, Inc.

Utilities
412
+ 5.77%
$77.68 - $96.19 $32K - $39.6K
7.55K $726K
LLY
Eli Lilly & CO

Healthcare
259
+ 5.18%
$772.14 - $960.02 $200K - $249K
5.26K $4.66M
UPS
United Parcel Service Inc

Industrials
4.36K
+ 0.5%
$123.32 - $147.38 $537K - $642K
868K $118M
DUK
Duke Energy Corp

Utilities
101
+ 1.71%
$99.35 - $117.71 $10K - $11.9K
5.99K $690K
CMCSA
Comcast Corp

Communication Services
732
+ 3.84%
$37.33 - $41.78 $27.3K - $30.6K
19.8K $827K
AJG
Arthur J. Gallagher & Co.

Financial Services
10
+ 0.32%
$259.22 - $299.75 $2.59K - $3K
3.09K $870K
RSP
Invesco S&P 500 Equal Weight E

ETFs
5
+ 0.14%
$162.83 - $179.16 $814 - $896
3.49K $624K
MET
Metlife Inc

Financial Services
32
+ 0.85%
$67.96 - $82.48 $2.17K - $2.64K
3.81K $314K
TMO
Thermo Fisher Scientific Inc.

Healthcare
28
+ 6.62%
$531.86 - $624.21 $14.9K - $17.5K
451 $278K
CME
Cme Group Inc.

Financial Services
13
+ 0.79%
$193.43 - $220.62 $2.51K - $2.87K
1.65K $364K
AMD
Advanced Micro Devices Inc

Technology
180
+ 2.67%
$128.67 - $183.96 $23.2K - $33.1K
6.92K $1.14M
SLV
I Shares Silver Trust

ETFs
744
+ 6.55%
$24.33 - $29.38 $18.1K - $21.9K
12.1K $343K
EA
Electronic Arts Inc.

Communication Services
171
+ 5.54%
$137.32 - $151.82 $23.5K - $26K
3.26K $467K
CVBF
Cvb Financial Corp

Financial Services
224
+ 0.39%
$16.43 - $20.04 $3.68K - $4.49K
57.6K $1.03M
CPB
Campbell Soup CO

Consumer Defensive
50
+ 0.56%
$45.01 - $51.89 $2.25K - $2.59K
9.05K $442K
NFLX
Netflix Inc

Communication Services
7
+ 0.89%
$598.55 - $722.26 $4.19K - $5.06K
792 $561K
CVS
Cvs Health Corp

Healthcare
275
+ 7.23%
$55.81 - $63.18 $15.3K - $17.4K
4.08K $256K
VO
Vanguard Mid Cap ETF

ETFs
6
+ 0.52%
$237.84 - $263.83 $1.43K - $1.58K
1.15K $303K
PPG
Ppg Industries Inc

Basic Materials
23
+ 0.74%
$118.32 - $134.55 $2.72K - $3.09K
3.14K $415K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
120
+ 2.5%
$147.95 - $191.05 $17.8K - $22.9K
4.92K $854K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6
+ 0.19%
$75.47 - $83.18 $453 - $499
3.11K $258K
Activity Summary
Buys All Purchases 82 New Holdings 13 Increased Positions 69 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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