Clifford Group, LLC Portfolio Holdings

Clifford Group, LLC

  • $124 Billion
  • Q2 2024

Clifford Group, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $124 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $26B, Schwab Strategic Tr Us Dividen with a value of $18.9B, Vanguard Mega Cap Growth ETF with a value of $8.57B, Vanguard Extended Market ETF with a value of $7.67B, and Vanguard Information Technolog with a value of $4.58B.

Examining the 13F form we can see an increase of $2.75B in the current position value, from $121B to 124B.

Clifford Group, LLC is based out at Wayland, MA

Below you can find more details about Clifford Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $124 Billion
ETFs: $88.3 Billion
Technology: $11.9 Billion
Financial Services: $4.85 Billion
Industrials: $4.22 Billion
Healthcare: $3.43 Billion
Consumer Cyclical: $3.3 Billion
Communication Services: $3.18 Billion
Consumer Defensive: $2.81 Billion
Other: $1.84 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26 Billion 20.98% of portfolio
51,969
Q2 2024 Reduced 2.37%
$0
$18.9 Billion 15.23% of portfolio
242,540
Q2 2024 Reduced 4.51%
$0
$8.57 Billion 6.92% of portfolio
27,279
Q2 2024 Added 98.58%
$0
$7.67 Billion 6.19% of portfolio
45,416
Q2 2024 Added 7.17%
$0
$4.58 Billion 3.7% of portfolio
7,948
Q2 2024 Added 1.07%
$0
$4.23 Billion 3.41% of portfolio
39,675
Q2 2024 Reduced 0.46%
$0
$3.54 Billion 2.86% of portfolio
66,750
Q2 2024 Reduced 37.74%
$3.07T
$2.75 Billion 2.22% of portfolio
6,144
Q2 2024 Reduced 0.29%
$2.03T
$2.46 Billion 1.98% of portfolio
12,709
Q2 2024 Added 16.88%
$349B
$2.41 Billion 1.95% of portfolio
19,547
Q2 2024 Added 879.8%
$0
$2.37 Billion 1.91% of portfolio
6,497
Q2 2024 Reduced 0.32%
$3.59T
$2.16 Billion 1.74% of portfolio
10,239
Q2 2024 Reduced 0.26%
$0
$2.09 Billion 1.69% of portfolio
44,279
Q2 2024 Reduced 10.75%
$0
$2.05 Billion 1.65% of portfolio
62,953
Q2 2024 Added 5.23%
$0
$1.87 Billion 1.51% of portfolio
68,654
Q2 2024 Added 25.7%
$0
$1.76 Billion 1.42% of portfolio
38,741
Q2 2024 Added 5.43%
$0
$1.55 Billion 1.25% of portfolio
8,901
Q2 2024 Reduced 1.09%
$650B
$1.17 Billion 0.94% of portfolio
5,774
Q2 2024 Reduced 1.69%
$1.28T
$1.1 Billion 0.89% of portfolio
2,179
Q3 2023 Added 0.65%
$121B
$965 Million 0.78% of portfolio
4,043
Q4 2023 Added 0.1%
$1.02T
$953 Million 0.77% of portfolio
5,484
Q2 2024 Reduced 0.35%
$530B
$754 Million 0.61% of portfolio
1,481
Q2 2024 Added 0.95%
$144B
$760 Million 0.61% of portfolio
3,360
Q2 2024 Added 1.69%
$393B
$744 Million 0.6% of portfolio
4,510
Q2 2024 Reduced 0.51%
$155B
$714 Million 0.58% of portfolio
10,086
Q2 2024 Reduced 3.28%
$0
$702 Million 0.57% of portfolio
31,121
Q2 2024 Added 4.47%
$218B
$694 Million 0.56% of portfolio
2,286
Q2 2024 Added 9.01%
$200B
$679 Million 0.55% of portfolio
6,991
Q2 2024 Reduced 1.55%
$410B
$630 Million 0.51% of portfolio
1,829
Q2 2024 Added 1.33%
$231B
$633 Million 0.51% of portfolio
13,316
Q2 2024 Reduced 1.46%
$231B
$618 Million 0.5% of portfolio
3,744
Q2 2024 Reduced 0.45%
$0
$621 Million 0.5% of portfolio
7,410
Q2 2024 Reduced 58.35%
$8.51B
$605 Million 0.49% of portfolio
4,485
Q2 2024 Reduced 1.64%
$59.6B
$609 Million 0.49% of portfolio
2,349
Q2 2024 Reduced 2.04%
$206B
$598 Million 0.48% of portfolio
5,756
Q2 2024 Added 1.82%
$38.4B
$586 Million 0.47% of portfolio
2,601
Q2 2024 Reduced 1.33%
$47.7B
$586 Million 0.47% of portfolio
3,898
Q2 2024 Reduced 1.57%
$58.6B
$574 Million 0.46% of portfolio
4,068
Q2 2024 Reduced 0.83%
$69.5B
$571 Million 0.46% of portfolio
3,858
Q2 2024 Reduced 4.65%
$106B
$556 Million 0.45% of portfolio
4,952
Q2 2024 Added 3.08%
$2.9B
$542 Million 0.44% of portfolio
5,944
Q4 2022 New
$50.4B
$548 Million 0.44% of portfolio
4,620
Q2 2024 Reduced 0.58%
$97.6B
$532 Million 0.43% of portfolio
3,888
Q2 2024 Added 0.44%
$480B
$531 Million 0.43% of portfolio
2,022
Q3 2023 Reduced 2.27%
$1.04T
$484 Million 0.39% of portfolio
2,639
Q2 2024 Reduced 3.65%
$394B
$464 Million 0.38% of portfolio
546
Q2 2023 Added 3.8%
$72.7B
$445 Million 0.36% of portfolio
7,527
Q2 2024 Reduced 5.14%
$766B
$439 Million 0.35% of portfolio
485
Q2 2023 New
$28.6B
$409 Million 0.33% of portfolio
6,771
Q2 2024 Added 5.03%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $124 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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