Clifford Swan Investment Counsel LLC Reduced Holdings in Q4 2024

Clifford Swan Investment Counsel LLC

  • $2.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-515
- 7.44%
$118.88 - $172.8 $61.2K - $89K
6.41K $773K
GLD
Spdr Gold Trust

ETFs
-1.1K
- 1.24%
$236.59 - $257.5 $260K - $283K
87.4K $21.2M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-5.01K
- 16.25%
$33.77 - $44.09 $169K - $221K
25.8K $875K
ITW
Illinois Tool Works Inc

Industrials
-164
- 0.48%
$253.56 - $278.5 $41.6K - $45.7K
33.8K $8.58M
SYK
Stryker Corp

Healthcare
-608
- 0.72%
$345.14 - $392.15 $210K - $238K
83.4K $30M
VOD
Vodafone Group Public LTD CO

Communication Services
-9K
- 6.13%
$8.37 - $9.95 $75.3K - $89.5K
138K $1.17M
SPGI
S&P Global Inc.

Financial Services
-327
- 5.16%
$480.36 - $529.17 $157K - $173K
6.01K $2.99M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-33.4K
- 17.23%
$8.24 - $11.07 $275K - $369K
160K $1.5M
DHR
Danaher Corp

Healthcare
-634
- 41.49%
$226.16 - $274.52 $143K - $174K
894 $205K
ECL
Ecolab Inc.

Basic Materials
-45
- 0.58%
$234.32 - $261.43 $10.5K - $11.8K
7.68K $1.8M
ICLR
Icon PLC

Healthcare
-151
- 9.04%
$187.22 - $297.57 $28.3K - $44.9K
1.52K $318K
BDX
Becton Dickinson & CO

Healthcare
-131
- 1.56%
$220.02 - $243.75 $28.8K - $31.9K
8.29K $1.88M
SO
Southern CO

Utilities
-252
- 1.57%
$81.5 - $94.15 $20.5K - $23.7K
15.8K $1.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-400
- 0.61%
$77.86 - $79.27 $31.1K - $31.7K
64.9K $5.07M
CEG
Constellation Energy Corp

Utilities
-233
- 11.63%
$224.28 - $285.52 $52.3K - $66.5K
1.77K $398K
MCO
Moodys Corp

Financial Services
-230
- 19.41%
$454.04 - $500.88 $104K - $115K
955 $452K
KMB
Kimberly Clark Corp

Consumer Defensive
-175
- 2.32%
$130.37 - $146.09 $22.8K - $25.6K
7.37K $965K
APA
Apa Corp

Energy
-2.22K
- 5.49%
$20.47 - $27.07 $45.4K - $60K
38.2K $882K
NSC
Norfolk Southern Corp

Industrials
-15
- 0.21%
$230.6 - $277.0 $3.46K - $4.16K
7.26K $1.7M
CMCSA
Comcast Corp

Communication Services
-400
- 2.02%
$37.39 - $45.14 $15K - $18.1K
19.4K $728K
CPB
Campbell Soup CO

Consumer Defensive
-683
- 7.54%
$41.42 - $48.71 $28.3K - $33.3K
8.37K $350K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-40
- 0.52%
$209.89 - $233.24 $8.4K - $9.33K
7.63K $1.62M
DXC
Dxc Technology CO

Technology
-406
- 0.4%
$19.59 - $22.83 $7.95K - $9.27K
101K $2.02M
HPE
Hewlett Packard Enterprise CO

Technology
-35.1K
- 4.64%
$19.31 - $23.95 $678K - $841K
722K $15.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-131
- 1.76%
$75.1 - $82.99 $9.84K - $10.9K
7.32K $553K
SHEL
Shell PLC

Energy
-236
- 1.62%
$60.63 - $70.23 $14.3K - $16.6K
14.4K $901K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-91
- 0.62%
$44.04 - $49.49 $4.01K - $4.5K
14.6K $641K
FAST
Fastenal CO

Industrials
-3.94K
- 0.89%
$69.99 - $84.35 $275K - $332K
439K $31.6M
FDX
Fedex Corp

Industrials
-229
- 17.26%
$260.5 - $305.15 $59.7K - $69.9K
1.1K $308K
RS
Reliance Steel & Aluminum CO

Basic Materials
-53
- 2.58%
$264.2 - $326.32 $14K - $17.3K
2K $538K
TXN
Texas Instruments Inc

Technology
-277
- 0.77%
N/A
35.6K $6.93M
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
-2K
- 3.45%
$12.31 - $13.03 $24.6K - $26.1K
56K $699K
NTAP
Net App, Inc.

Technology
-50
- 0.96%
$115.31 - $131.11 $5.77K - $6.56K
5.18K $600K
INTU
Intuit Inc

Technology
-602
- 1.35%
$602.01 - $706.25 $362K - $425K
43.8K $27.6M
EIX
Edison International

Utilities
-22
- 0.37%
$77.93 - $88.36 $1.71K - $1.94K
5.96K $476K
PPG
Ppg Industries Inc

Basic Materials
-23
- 0.73%
$119.09 - $131.37 $2.74K - $3.02K
3.11K $371K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-370
- 8.82%
$100.22 - $100.73 $37.1K - $37.3K
3.83K $383K
KD
Kyndryl Holdings, Inc.

Technology
-52.6K
- 34.31%
$22.43 - $35.79 $1.18M - $1.88M
101K $3.48M
WM
Waste Management Inc

Industrials
-145
- 10.25%
$201.79 - $228.46 $29.3K - $33.1K
1.27K $256K
ESS
Essex Property Trust, Inc.

Real Estate
-118
- 1.53%
N/A
7.59K $2.07M
SLV
I Shares Silver Trust

ETFs
-139
- 1.15%
$26.33 - $31.74 $3.66K - $4.41K
12K $315K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-954
- 4.48%
$33.92 - $36.6 $32.4K - $34.9K
20.4K $704K
YUM
Yum Brands Inc

Consumer Cyclical
-107
- 6.61%
$130.36 - $139.54 $13.9K - $14.9K
1.51K $202K
BEN
Franklin Resources Inc

Financial Services
-1.14K
- 6.03%
$19.35 - $22.76 $22.1K - $26K
17.8K $360K
MO
Altria Group, Inc.

Consumer Defensive
-2.2K
- 2.84%
$49.06 - $57.74 $108K - $127K
75.2K $3.93M
PAA
Plains All American Pipeline LP

Energy
-600
- 3.53%
$16.27 - $18.67 $9.76K - $11.2K
16.4K $279K
AJG
Arthur J. Gallagher & Co.

Financial Services
-75
- 2.42%
$278.49 - $315.16 $20.9K - $23.6K
3.02K $856K
F
Ford Motor CO

Consumer Cyclical
-435
- 3.2%
$9.69 - $11.4 $4.22K - $4.96K
13.2K $130K
MNST
Monster Beverage Corp

Consumer Defensive
-238
- 4.53%
$49.24 - $56.38 $11.7K - $13.4K
5.01K $263K
Activity Summary
Buys All Purchases 45 New Holdings 5 Increased Positions 40 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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