Clifford Group
Latest statistics and disclosures from Clifford Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SCHD, VXF, MGK, EFV, and represent 53.62% of Clifford Group's stock portfolio.
- Added to shares of these 10 stocks: Te Connectivity, VOO, EFV, AVGO, PINS, WMT, TSLA, TDG, SPY, SPIB.
- Started 5 new stock positions in Te Connectivity, TDG, TSLA, WMT, PINS.
- Reduced shares in these 10 stocks: VGT, MGK, , CVS, MUB, MNDY, MCHP, SPTL, UPS, PEP.
- Sold out of its positions in CVS, MCHP, TEL, MNDY.
- Clifford Group was a net seller of stock by $-1.7M.
- Clifford Group has $129M in assets under management (AUM), dropping by 3.82%.
- Central Index Key (CIK): 0001965522
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Portfolio Holdings for Clifford Group
Clifford Group holds 74 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 21.8 | $28M | +2% | 53k | 527.67 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 15.9 | $20M | 242k | 84.53 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 6.5 | $8.3M | 46k | 181.99 |
|
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| Vanguard World Mega Grwth Ind (MGK) | 6.1 | $7.9M | -9% | 25k | 321.95 |
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| Ishares Tr Eafe Value Etf (EFV) | 3.3 | $4.3M | +11% | 75k | 57.53 |
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| Ishares Tr National Mun Etf (MUB) | 3.1 | $4.0M | -6% | 37k | 108.63 |
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| Vanguard World Inf Tech Etf (VGT) | 2.6 | $3.4M | -27% | 5.8k | 586.53 |
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| Microsoft Corporation (MSFT) | 2.1 | $2.7M | 6.2k | 430.28 |
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| Apple (AAPL) | 1.9 | $2.5M | +3% | 11k | 233.00 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.9 | $2.4M | 6.4k | 375.38 |
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| NVIDIA Corporation (NVDA) | 1.8 | $2.4M | 20k | 121.44 |
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| Amazon (AMZN) | 1.8 | $2.3M | 13k | 186.33 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 1.7 | $2.2M | +5% | 67k | 33.71 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 1.6 | $2.1M | -3% | 43k | 48.14 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.4 | $1.8M | 39k | 47.21 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 1.4 | $1.8M | -9% | 62k | 29.07 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.3 | $1.6M | -3% | 8.6k | 189.80 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.5M | 8.8k | 165.85 |
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| Meta Platforms Cl A (META) | 1.0 | $1.3M | +2% | 2.2k | 572.46 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $1.2M | 5.7k | 210.87 |
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| Automatic Data Processing (ADP) | 0.9 | $1.1M | 4.0k | 276.73 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $929k | -2% | 5.3k | 173.67 |
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| UnitedHealth (UNH) | 0.7 | $859k | 1.5k | 584.73 |
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| Union Pacific Corporation (UNP) | 0.6 | $830k | 3.4k | 246.47 |
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| Nextera Energy (NEE) | 0.6 | $822k | -3% | 9.7k | 84.53 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $811k | 2.3k | 353.53 |
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| Procter & Gamble Company (PG) | 0.6 | $773k | 4.5k | 173.22 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $750k | +2% | 32k | 23.45 |
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| Home Depot (HD) | 0.6 | $730k | 1.8k | 405.14 |
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| Morgan Stanley Com New (MS) | 0.5 | $693k | -4% | 6.7k | 104.24 |
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| Houlihan Lokey Cl A (HLI) | 0.5 | $692k | -2% | 4.4k | 158.03 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $680k | -5% | 7.0k | 97.41 |
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| Arthur J. Gallagher & Co. (AJG) | 0.5 | $648k | -2% | 2.3k | 281.31 |
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| Abbott Laboratories (ABT) | 0.5 | $644k | 5.6k | 114.01 |
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| Prologis (PLD) | 0.5 | $625k | 5.0k | 126.29 |
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| Cisco Systems (CSCO) | 0.5 | $621k | -12% | 12k | 53.22 |
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| Paychex (PAYX) | 0.5 | $617k | 4.6k | 134.20 |
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| Target Corporation (TGT) | 0.5 | $600k | 3.8k | 155.84 |
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| AmerisourceBergen (COR) | 0.4 | $578k | 2.6k | 225.06 |
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| Phillips 66 (PSX) | 0.4 | $566k | +5% | 4.3k | 131.45 |
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| Te Connectivity Ord Shs | 0.4 | $566k | NEW | 3.8k | 151.00 |
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| Visa Com Cl A (V) | 0.4 | $541k | -2% | 2.0k | 274.95 |
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| Insperity (NSP) | 0.4 | $523k | 5.9k | 88.00 |
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| Pepsi (PEP) | 0.4 | $480k | -24% | 2.8k | 170.02 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.4 | $464k | +3% | 9.9k | 46.97 |
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| Costco Wholesale Corporation (COST) | 0.4 | $461k | -4% | 519.00 | 887.33 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $441k | 2.6k | 167.19 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $433k | +44% | 755.00 | 573.74 |
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| Broadcom (AVGO) | 0.3 | $433k | +1083% | 2.5k | 172.48 |
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| Archer Daniels Midland Company (ADM) | 0.3 | $431k | +6% | 7.2k | 59.74 |
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| Eli Lilly & Co. (LLY) | 0.3 | $430k | 485.00 | 885.94 |
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| Analog Devices (ADI) | 0.3 | $394k | 1.7k | 230.17 |
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| Eaton Corp SHS (ETN) | 0.3 | $375k | 1.1k | 331.44 |
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| Oracle Corporation (ORCL) | 0.3 | $373k | 2.2k | 170.40 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $365k | 3.8k | 95.49 |
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| Danaher Corporation (DHR) | 0.3 | $351k | -3% | 1.3k | 278.05 |
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| Goldman Sachs (GS) | 0.3 | $342k | 691.00 | 495.11 |
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| United Parcel Service CL B (UPS) | 0.3 | $336k | -36% | 2.5k | 136.32 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $326k | 1.4k | 237.21 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.2 | $312k | 12k | 26.27 |
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| American Express Company (AXP) | 0.2 | $308k | 1.1k | 271.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $307k | 666.00 | 460.26 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $304k | -5% | 492.00 | 618.62 |
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| Honeywell International (HON) | 0.2 | $284k | -3% | 1.4k | 206.71 |
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| salesforce (CRM) | 0.2 | $267k | +2% | 977.00 | 273.71 |
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| Aon Shs Cl A (AON) | 0.2 | $246k | 710.00 | 346.16 |
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| Pinterest Cl A (PINS) | 0.2 | $242k | NEW | 7.5k | 32.37 |
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| Deere & Company (DE) | 0.2 | $241k | +2% | 578.00 | 417.33 |
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| BlackRock (BLK) | 0.2 | $238k | -4% | 250.00 | 950.28 |
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| Wal-Mart Stores (WMT) | 0.2 | $229k | NEW | 2.8k | 80.75 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $217k | -4% | 940.00 | 230.50 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $215k | 1.8k | 119.70 |
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| Tesla Motors (TSLA) | 0.2 | $214k | NEW | 817.00 | 261.63 |
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| TransDigm Group Incorporated (TDG) | 0.2 | $203k | NEW | 142.00 | 1427.13 |
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Past Filings by Clifford Group
SEC 13F filings are viewable for Clifford Group going back to 2022
- Clifford Group 2024 Q3 filed Nov. 12, 2024
- Clifford Group 2024 Q2 filed Aug. 12, 2024
- Clifford Group 2024 Q1 filed May 15, 2024
- Clifford Group 2023 Q4 filed Feb. 14, 2024
- Clifford Group 2023 Q3 filed Nov. 14, 2023
- Clifford Group 2023 Q2 filed Aug. 14, 2023
- Clifford Group 2023 Q1 filed May 15, 2023
- Clifford Group 2022 Q4 filed Feb. 13, 2023