Clifford Group, LLC Reduced Holdings in Q2 2024

Clifford Group, LLC

  • $124 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
-40.5K
- 37.74%
$52.34 - $56.41 $2.12M - $2.28M
66.8K $3.54B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-11.5K
- 4.51%
$75.81 - $80.15 $869K - $918K
243K $18.9B
VNQ
Vanguard Specialized Funds Van

ETFs
-10.4K
- 58.35%
$78.61 - $85.97 $816K - $892K
7.41K $621M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-5.33K
- 10.75%
$46.84 - $47.32 $250K - $252K
44.3K $2.09B
CVS
Cvs Health Corp

Healthcare
-408
- 5.14%
$53.63 - $79.56 $21.9K - $32.5K
7.53K $445M
TGT
Target Corp

Consumer Defensive
-188
- 4.65%
$141.16 - $177.82 $26.5K - $33.4K
3.86K $571M
PSX
Phillips 66

Energy
-34
- 0.83%
$135.85 - $172.71 $4.62K - $5.87K
4.07K $574M
MUB
Ishares National Muni Bond ETF

ETFs
-184
- 0.46%
$105.37 - $107.16 $19.4K - $19.7K
39.7K $4.23B
IWD
Ishares Russell 1000 Val ETF

ETFs
-98
- 1.09%
$169.4 - $179.05 $16.6K - $17.5K
8.9K $1.55B
ABC
Amerisourcebergen Corp

Healthcare
-35
- 1.33%
N/A
2.6K $586M
PEP
Pepsico Inc

Consumer Defensive
-17
- 0.45%
$163.33 - $183.11 $2.78K - $3.11K
3.74K $618M
PAYX
Paychex Inc

Industrials
-27
- 0.58%
$117.39 - $126.98 $3.17K - $3.43K
4.62K $548M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-150
- 3.78%
$85.39 - $90.42 $12.8K - $13.6K
3.82K $337M
JPM
Jpmorgan Chase & CO

Financial Services
-99
- 1.69%
$180.08 - $204.79 $17.8K - $20.3K
5.77K $1.17B
DHR
Danaher Corp

Healthcare
-31
- 2.32%
$235.51 - $267.98 $7.3K - $8.31K
1.31K $326M
ETN
Eaton Corp PLC

Industrials
-10
- 0.88%
$303.02 - $340.89 $3.03K - $3.41K
1.13K $354M
PG
Procter & Gamble CO

Consumer Defensive
-23
- 0.51%
$155.33 - $168.56 $3.57K - $3.88K
4.51K $744M
AJG
Arthur J. Gallagher & Co.

Financial Services
-49
- 2.04%
$230.52 - $265.19 $11.3K - $13K
2.35K $609M
MS
Morgan Stanley

Financial Services
-110
- 1.55%
$86.19 - $101.53 $9.48K - $11.2K
6.99K $679M
TEL
Te Connectivity Ltd.

Technology
-62
- 1.57%
$139.45 - $152.0 $8.65K - $9.42K
3.9K $586M
HLI
Houlihan Lokey, Inc.

Financial Services
-75
- 1.64%
$122.38 - $136.8 $9.18K - $10.3K
4.49K $605M
NEE
Nextera Energy Inc

Utilities
-342
- 3.28%
$61.7 - $80.02 $21.1K - $27.4K
10.1K $714M
AVGO
Broadcom Inc.

Technology
-8
- 3.64%
$1204.71 - $1828.87 $9.64K - $14.6K
212 $341M
GOOG
Alphabet Inc.

Communication Services
-100
- 3.65%
$151.94 - $186.86 $15.2K - $18.7K
2.64K $484M
MSFT
Microsoft Corp

Technology
-18
- 0.29%
$389.33 - $452.85 $7.01K - $8.15K
6.14K $2.75B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-21
- 0.32%
$316.15 - $367.33 $6.64K - $7.71K
6.5K $2.37B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-19
- 0.35%
$127.7 - $179.69 $2.43K - $3.41K
5.48K $953M
GOOGL
Alphabet Inc.

Communication Services
-141
- 1.58%
$150.53 - $185.41 $21.2K - $26.1K
8.78K $1.6B
AAPL
Apple Inc.

Technology
-27
- 0.26%
$165.0 - $216.67 $4.46K - $5.85K
10.2K $2.16B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.26K
- 2.37%
$455.1 - $504.28 $575K - $637K
52K $26B
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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