Clifford Group
Latest statistics and disclosures from Clifford Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SCHD, VXF, EFV, MUB, and represent 52.27% of Clifford Group's stock portfolio.
- Added to shares of these 10 stocks: VXF, MGK, VOO, SCHD, VGT, MUB, SPIB, AMZN, CRM, AVGO.
- Started 6 new stock positions in BLK, CRM, AVGO, MNDY, MGK, AXP.
- Reduced shares in these 10 stocks: EELV, XLV, GOVT, USMV, BILL, JNJ, EFV, IWF, IWD, CVS.
- Sold out of its positions in BILL, JNJ.
- Clifford Group was a net buyer of stock by $6.9M.
- Clifford Group has $108M in assets under management (AUM), dropping by 17.02%.
- Central Index Key (CIK): 0001965522
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Clifford Group holds 74 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 19.8 | $21M | +9% | 49k | 436.80 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 17.4 | $19M | +7% | 247k | 76.13 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 5.5 | $5.9M | +126% | 36k | 164.42 |
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Ishares Tr Eafe Value Etf (EFV) | 4.9 | $5.2M | -2% | 101k | 52.10 |
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Ishares Tr National Mun Etf (MUB) | 4.7 | $5.1M | +15% | 47k | 108.41 |
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Vanguard World Fds Inf Tech Etf (VGT) | 3.0 | $3.2M | +55% | 6.6k | 484.00 |
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 2.1 | $2.3M | 48k | 47.79 |
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Microsoft Corporation (MSFT) | 2.1 | $2.3M | 6.2k | 376.02 |
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Vanguard World Mega Grwth Ind (MGK) | 1.9 | $2.1M | NEW | 8.1k | 259.51 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 1.8 | $2.0M | -4% | 6.5k | 303.17 |
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Apple (AAPL) | 1.8 | $1.9M | 10k | 192.53 |
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 1.7 | $1.8M | +3% | 62k | 29.02 |
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Amazon (AMZN) | 1.5 | $1.7M | +23% | 11k | 151.94 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 1.4 | $1.5M | +4% | 17k | 88.36 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 1.4 | $1.5M | -4% | 9.1k | 165.25 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.4 | $1.5M | -3% | 32k | 46.36 |
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Spdr Ser Tr Portfolio Intrmd (SPIB) | 1.3 | $1.4M | +86% | 44k | 32.83 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.2M | 8.8k | 139.69 |
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NVIDIA Corporation (NVDA) | 1.0 | $1.0M | 2.1k | 495.22 |
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JPMorgan Chase & Co. (JPM) | 0.9 | $1.0M | 6.0k | 170.10 |
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Automatic Data Processing (ADP) | 0.9 | $942k | 4.0k | 232.97 |
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Union Pacific Corporation (UNP) | 0.7 | $805k | +3% | 3.3k | 245.60 |
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Meta Platforms Cl A (META) | 0.7 | $771k | 2.2k | 353.96 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $732k | 2.1k | 350.95 |
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UnitedHealth (UNH) | 0.7 | $720k | 1.4k | 526.50 |
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Insperity (NSP) | 0.6 | $697k | 5.9k | 117.22 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $652k | -37% | 8.4k | 78.03 |
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PNC Financial Services (PNC) | 0.6 | $648k | 4.2k | 154.86 |
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Procter & Gamble Company (PG) | 0.6 | $639k | 4.4k | 146.55 |
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Home Depot (HD) | 0.6 | $623k | 1.8k | 346.48 |
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Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $615k | -39% | 27k | 23.04 |
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Morgan Stanley Com New (MS) | 0.6 | $615k | +4% | 6.6k | 93.24 |
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Prologis (PLD) | 0.6 | $611k | +2% | 4.6k | 133.31 |
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Cisco Systems (CSCO) | 0.6 | $597k | +5% | 12k | 50.52 |
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Abbott Laboratories (ABT) | 0.6 | $597k | 5.4k | 110.07 |
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Phillips 66 (PSX) | 0.5 | $593k | 4.5k | 133.15 |
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Target Corporation (TGT) | 0.5 | $588k | 4.1k | 142.43 |
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Pepsi (PEP) | 0.5 | $574k | 3.4k | 169.84 |
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AmerisourceBergen (COR) | 0.5 | $572k | 2.8k | 205.36 |
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CVS Caremark Corporation (CVS) | 0.5 | $560k | -9% | 7.1k | 78.96 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $557k | 5.4k | 104.00 |
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Te Connectivity SHS (TEL) | 0.5 | $551k | 3.9k | 140.50 |
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Houlihan Lokey Cl A (HLI) | 0.5 | $544k | 4.5k | 119.91 |
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Nextera Energy (NEE) | 0.5 | $535k | +17% | 8.8k | 60.74 |
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Visa Com Cl A (V) | 0.5 | $526k | 2.0k | 260.35 |
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United Parcel Service CL B (UPS) | 0.5 | $518k | +9% | 3.3k | 157.21 |
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Arthur J. Gallagher & Co. (AJG) | 0.5 | $517k | 2.3k | 224.93 |
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Paychex (PAYX) | 0.5 | $500k | 4.2k | 119.11 |
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Ishares Tr Us Infrastruc (IFRA) | 0.4 | $478k | +11% | 12k | 40.27 |
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Archer Daniels Midland Company (ADM) | 0.4 | $461k | +4% | 6.4k | 72.22 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $415k | +11% | 2.9k | 140.93 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $363k | +8% | 4.3k | 84.33 |
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Costco Wholesale Corporation (COST) | 0.3 | $361k | 546.00 | 660.65 |
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Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.3 | $348k | -91% | 15k | 24.04 |
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Analog Devices (ADI) | 0.3 | $340k | 1.7k | 198.56 |
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Danaher Corporation (DHR) | 0.3 | $309k | 1.3k | 231.36 |
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Honeywell International (HON) | 0.3 | $300k | 1.4k | 209.71 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $293k | 1.4k | 213.33 |
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Eli Lilly & Co. (LLY) | 0.3 | $283k | 485.00 | 582.92 |
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Tesla Motors (TSLA) | 0.3 | $276k | 1.1k | 248.48 |
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Eaton Corp SHS (ETN) | 0.3 | $275k | 1.1k | 240.82 |
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Thermo Fisher Scientific (TMO) | 0.3 | $274k | -5% | 516.00 | 530.83 |
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Goldman Sachs (GS) | 0.2 | $267k | +2% | 691.00 | 385.77 |
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salesforce (CRM) | 0.2 | $252k | NEW | 957.00 | 263.14 |
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Broadcom (AVGO) | 0.2 | $246k | NEW | 220.00 | 1116.25 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $244k | 513.00 | 475.47 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $238k | 666.00 | 356.66 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $237k | -78% | 1.7k | 136.38 |
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Oracle Corporation (ORCL) | 0.2 | $231k | 2.2k | 105.43 |
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Deere & Company (DE) | 0.2 | $226k | 566.00 | 399.87 |
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Monday SHS (MNDY) | 0.2 | $214k | NEW | 1.1k | 187.81 |
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BlackRock (BLK) | 0.2 | $213k | NEW | 262.00 | 812.43 |
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American Express Company (AXP) | 0.2 | $213k | NEW | 1.1k | 187.34 |
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Aon Shs Cl A (AON) | 0.2 | $207k | -2% | 710.00 | 291.16 |
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Past Filings by Clifford Group
SEC 13F filings are viewable for Clifford Group going back to 2022
- 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