Clifford Swan Investment Counsel LLC Reduced Holdings in Q1 2025

Clifford Swan Investment Counsel LLC

  • $2.61 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.99K
- 0.86%
$209.68 - $247.1 $1.26M - $1.48M
689K $153M
ACN
Accenture PLC

Technology
-860
- 0.5%
$300.91 - $398.25 $259K - $342K
171K $53.4M
HPE
Hewlett Packard Enterprise CO

Technology
-117K
- 16.26%
$14.77 - $24.42 $1.73M - $2.86M
604K $9.32M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-23.2K
- 10.75%
$65.15 - $91.81 $1.51M - $2.13M
192K $12.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-660
- 0.37%
$190.26 - $242.06 $126K - $160K
179K $34M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-1.19K
- 0.33%
$93.57 - $120.35 $111K - $143K
359K $34.4M
EMR
Emerson Electric CO

Industrials
-2.43K
- 0.92%
$108.64 - $131.17 $264K - $318K
260K $28.5M
HPQ
Hp Inc

Technology
-3.74K
- 0.49%
$27.69 - $34.72 $103K - $130K
751K $20.8M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.99K
- 1.9%
$222.66 - $268.42 $889K - $1.07M
206K $48.1M
NVO
Novo Nordisk A S

Healthcare
-828
- 0.43%
$69.3 - $90.95 $57.4K - $75.3K
190K $13.2M
DIS
Walt Disney CO

Communication Services
-2.48K
- 1.65%
$96.87 - $114.0 $241K - $283K
148K $14.6M
KD
Kyndryl Holdings, Inc.

Technology
-57.9K
- 57.51%
$31.32 - $43.45 $1.81M - $2.52M
42.8K $1.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.66K
- 13.61%
$551.42 - $612.93 $1.47M - $1.63M
16.9K $9.44M
AVGO
Broadcom Inc.

Technology
-520
- 1.79%
$167.43 - $244.7 $87.1K - $127K
28.6K $4.78M
WFC
Wells Fargo & Company

Financial Services
-37.6K
- 7.16%
$66.78 - $81.42 $2.51M - $3.06M
487K $35M
IFF
International Flavors & Fragrances Inc

Basic Materials
-937
- 0.47%
$76.48 - $87.72 $71.7K - $82.2K
200K $15.5M
TGT
Target Corp

Consumer Defensive
-332
- 0.82%
$103.65 - $142.5 $34.4K - $47.3K
40.2K $4.19M
CAT
Caterpillar Inc

Industrials
-75
- 0.2%
$326.75 - $407.63 $24.5K - $30.6K
37.3K $12.3M
INTC
Intel Corp

Technology
-141K
- 17.22%
$19.1 - $27.39 $2.7M - $3.87M
678K $15.4M
DD
Du Pont De Nemours, Inc.

Basic Materials
-8.02K
- 3.05%
$72.7 - $84.32 $583K - $676K
255K $19M
MRK
Merck & Co., Inc.

Healthcare
-650
- 0.79%
$83.01 - $101.02 $54K - $65.7K
81.7K $7.33M
PFE
Pfizer Inc

Healthcare
-4.88K
- 0.81%
$25.01 - $27.13 $122K - $132K
597K $15.1M
HON
Honeywell International Inc

Industrials
-100
- 0.18%
$202.75 - $226.52 $20.3K - $22.7K
55.2K $11.7M
PH
Parker Hannifin Corp

Industrials
-34
- 0.13%
$591.65 - $707.05 $20.1K - $24K
26.7K $16.2M
QCOM
Qualcomm Inc

Technology
-4.62K
- 2.59%
$151.94 - $175.86 $702K - $813K
174K $26.7M
TPR
Tapestry, Inc.

Consumer Cyclical
-15.9K
- 18.18%
$65.63 - $89.21 $1.05M - $1.42M
71.8K $5.05M
APA
Apa Corp

Energy
-22.2K
- 58.08%
$18.54 - $25.45 $411K - $564K
16K $336K
WMT
Walmart Inc.

Consumer Defensive
-871
- 0.54%
$84.5 - $105.05 $73.6K - $91.5K
160K $14M
ITW
Illinois Tool Works Inc

Industrials
-1.16K
- 3.42%
$244.9 - $274.48 $284K - $318K
32.7K $8.1M
GS
Goldman Sachs Group Inc

Financial Services
-87
- 0.62%
$524.81 - $672.19 $45.7K - $58.5K
13.9K $7.6M
COP
Conocophillips

Energy
-9.38K
- 9.59%
$88.6 - $105.85 $831K - $993K
88.4K $9.29M
EW
Edwards Lifesciences Corp

Healthcare
-160
- 0.06%
$67.95 - $76.19 $10.9K - $12.2K
253K $18.4M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-41.3K
- 9.64%
$9.47 - $11.46 $391K - $474K
387K $4.16M
TT
Trane Technologies PLC

Industrials
-60
- 0.53%
$332.0 - $400.86 $19.9K - $24.1K
11.3K $3.81M
GIS
General Mills Inc

Consumer Defensive
-300
- 0.33%
$57.56 - $65.3 $17.3K - $19.6K
90.9K $5.43M
SRE
Sempra Energy

Utilities
-1.5K
- 9.76%
$67.85 - $87.67 $102K - $132K
13.9K $990K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.22K
- 6.5%
$77.7 - $78.94 $328K - $333K
60.7K $4.79M
IVV
Ishares Core S&P 500 ETF

ETFs
-171
- 2.69%
$554.06 - $615.85 $94.7K - $105K
6.18K $3.47M
MMM
3 M CO

Industrials
-8.59K
- 15.08%
$129.7 - $155.12 $1.11M - $1.33M
48.4K $7.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.61K
- 38.5%
$42.5 - $46.71 $238K - $262K
8.96K $405K
VOD
Vodafone Group Public LTD CO

Communication Services
-37.5K
- 27.22%
$8.05 - $9.86 $302K - $370K
100K $940K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-7.74K
- 2.44%
$48.31 - $49.23 $374K - $381K
309K $15.2M
ROK
Rockwell Automation, Inc

Industrials
-522
- 29.56%
$255.29 - $303.75 $133K - $159K
1.24K $321K
JPM
Jpmorgan Chase & CO

Financial Services
-5.21K
- 2.64%
$225.19 - $279.95 $1.17M - $1.46M
192K $47.2M
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
-15K
- 26.81%
$12.2 - $12.97 $183K - $195K
41K $526K
BX
Blackstone Inc.

Financial Services
-40
- 0.79%
$136.53 - $186.74 $5.46K - $7.47K
5.01K $699K
CATH
Global X Fds Global X S&P 500

ETFs
-500
- 1.22%
$66.14 - $74.2 $33.1K - $37.1K
40.5K $2.74M
EIX
Edison International

Utilities
-326
- 5.47%
$50.06 - $80.01 $16.3K - $26.1K
5.64K $332K
BAC
Bank Of America Corp

Financial Services
-754
- 1.51%
$39.61 - $47.74 $29.9K - $36K
49.2K $2.05M
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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