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
ED
Consolidated Edison Inc

Utilities
-200
- 0.99%
$88.0 - $110.59 $17.6K - $22.1K
20.1K $2.22M
EBAY
Ebay Inc

Consumer Cyclical
-10K
- 5.2%
$61.61 - $70.93 $618K - $711K
183K $12.4M
BK
Bank Of New York Mellon Corp

Financial Services
-3.55K
- 3.28%
$75.42 - $88.95 $268K - $316K
105K $8.78M
SYK
Stryker Corp

Healthcare
-1.34K
- 1.61%
$355.18 - $399.9 $477K - $537K
82K $30.5M
ADP
Automatic Data Processing Inc

Industrials
-256
- 0.55%
$286.85 - $318.64 $73.4K - $81.6K
46.7K $14.3M
MO
Altria Group, Inc.

Consumer Defensive
-404
- 0.54%
$50.81 - $60.02 $20.5K - $24.2K
74.8K $4.49M
BP
Bp PLC

Energy
-3.59K
- 1.75%
$29.93 - $35.31 $108K - $127K
202K $6.82M
NVS
Novartis Ag

Healthcare
-3.03K
- 3.71%
$97.14 - $115.57 $294K - $350K
78.5K $8.75M
GE
General Electric CO

Industrials
-441
- 1.55%
$168.59 - $212.13 $74.3K - $93.5K
28K $5.6M
COST
Costco Wholesale Corp

Consumer Defensive
-2.31K
- 2.14%
$890.62 - $1076.86 $2.06M - $2.49M
106K $99.8M
TSCO
Tractor Supply CO

Consumer Cyclical
-4.18K
- 0.62%
$51.66 - $57.94 $216K - $242K
670K $36.9M
T
At&T Inc.

Communication Services
-2.85K
- 1.03%
$21.56 - $28.28 $61.4K - $80.5K
272K $7.71M
MCD
Mcdonalds Corp

Consumer Cyclical
-70
- 0.09%
$279.74 - $321.29 $19.6K - $22.5K
81K $25.3M
AMGN
Amgen Inc

Healthcare
-253
- 0.65%
$258.59 - $327.36 $65.4K - $82.8K
38.6K $12M
GLD
Spdr Gold Trust

ETFs
-5.46K
- 6.25%
$243.19 - $288.14 $1.33M - $1.57M
81.9K $23.6M
XOM
Exxon Mobil Corp

Energy
-3.86K
- 1.22%
$105.44 - $118.93 $407K - $459K
312K $37M
JNJ
Johnson & Johnson

Healthcare
-11.5K
- 4.8%
$142.06 - $167.7 $1.63M - $1.93M
228K $37.8M
RTX
Raytheon Technologies Corp

Industrials
-507
- 0.23%
$114.1 - $135.66 $57.8K - $68.8K
219K $29M
PM
Philip Morris International Inc.

Consumer Defensive
-821
- 0.78%
$117.15 - $158.79 $96.2K - $130K
104K $16.5M
ABT
Abbott Laboratories

Healthcare
-1.62K
- 0.76%
$111.1 - $140.22 $179K - $226K
212K $28.1M
MCK
Mckesson Corp

Healthcare
-491
- 1.18%
$566.21 - $672.99 $278K - $330K
41.2K $27.8M
ABBV
Abb Vie Inc.

Healthcare
-2.58K
- 1.65%
$169.2 - $216.66 $437K - $559K
154K $32.2M
CVX
Chevron Corp

Energy
-2.85K
- 0.87%
$146.71 - $167.97 $418K - $478K
324K $54.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.11K
- 0.64%
$442.66 - $534.52 $493K - $595K
174K $92.8M
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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