Clifford Group, LLC Reduced Holdings in Q3 2024

Clifford Group, LLC

  • $129 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-2.16K
- 27.15%
$514.43 - $606.85 $1.11M - $1.31M
5.79K $3.4B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-2.72K
- 9.97%
$285.48 - $330.24 $777K - $898K
24.6K $7.91B
MUB
Ishares National Muni Bond ETF

ETFs
-2.72K
- 6.86%
$106.13 - $108.7 $289K - $296K
37K $4.01B
UPS
United Parcel Service Inc

Industrials
-1.43K
- 36.65%
$123.32 - $147.38 $176K - $210K
2.46K $336M
PEP
Pepsico Inc

Consumer Defensive
-920
- 24.57%
$161.9 - $179.3 $149K - $165K
2.82K $480M
AMZN
Amazon Com Inc

Consumer Cyclical
-112
- 0.88%
$161.02 - $200.0 $18K - $22.4K
12.6K $2.35B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-6.85K
- 9.97%
$26.69 - $29.87 $183K - $204K
61.8K $1.8B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.57K
- 3.53%
$47.01 - $48.2 $73.6K - $75.4K
42.7K $2.06B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-137
- 2.5%
$147.95 - $191.05 $20.3K - $26.2K
5.35K $929M
HON
Honeywell International Inc

Industrials
-57
- 3.99%
$196.73 - $220.21 $11.2K - $12.6K
1.37K $284M
ABC
Amerisourcebergen Corp

Healthcare
-35
- 1.35%
N/A
2.57K $578M
COST
Costco Wholesale Corp

Consumer Defensive
-27
- 4.95%
$801.83 - $917.05 $21.6K - $24.8K
519 $461M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-48
- 4.86%
$201.82 - $234.36 $9.69K - $11.2K
940 $217M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-55
- 0.46%
$25.38 - $26.27 $1.4K - $1.44K
11.9K $312M
V
Visa Inc.

Financial Services
-54
- 2.67%
$253.74 - $291.56 $13.7K - $15.7K
1.97K $541M
MS
Morgan Stanley

Financial Services
-339
- 4.85%
$92.07 - $106.96 $31.2K - $36.3K
6.65K $693M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-26
- 5.02%
$531.86 - $624.21 $13.8K - $16.2K
492 $304M
DHR
Danaher Corp

Healthcare
-45
- 3.45%
$239.25 - $280.76 $10.8K - $12.6K
1.26K $351M
TGT
Target Corp

Consumer Defensive
-9
- 0.23%
$133.47 - $159.25 $1.2K - $1.43K
3.85K $600M
PG
Procter & Gamble CO

Consumer Defensive
-49
- 1.09%
$160.76 - $177.82 $7.88K - $8.71K
4.46K $773M
BLK
Black Rock Inc.

Financial Services
-12
- 4.58%
$782.27 - $949.51 $9.39K - $11.4K
250 $238M
JPM
Jpmorgan Chase & CO

Financial Services
-80
- 1.39%
$194.9 - $224.8 $15.6K - $18K
5.69K $1.2B
AJG
Arthur J. Gallagher & Co.

Financial Services
-47
- 2.0%
$259.22 - $299.75 $12.2K - $14.1K
2.3K $648M
ABT
Abbott Laboratories

Healthcare
-112
- 1.95%
$100.07 - $118.13 $11.2K - $13.2K
5.64K $643M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-64
- 0.99%
$332.02 - $382.76 $21.2K - $24.5K
6.43K $2.41B
VNQ
Vanguard Specialized Funds Van

ETFs
-428
- 5.78%
$82.97 - $98.97 $35.5K - $42.4K
6.98K $680M
PAYX
Paychex Inc

Industrials
-22
- 0.48%
$116.17 - $135.19 $2.56K - $2.97K
4.6K $617M
IWD
Ishares Russell 1000 Val ETF

ETFs
-325
- 3.65%
$173.36 - $189.8 $56.3K - $61.7K
8.58K $1.63B
HLI
Houlihan Lokey, Inc.

Financial Services
-106
- 2.36%
$134.11 - $161.99 $14.2K - $17.2K
4.38K $692M
HD
Home Depot, Inc.

Consumer Cyclical
-28
- 1.53%
$333.64 - $405.2 $9.34K - $11.3K
1.8K $730M
UNH
Unitedhealth Group Inc

Healthcare
-12
- 0.81%
$488.01 - $604.18 $5.86K - $7.25K
1.47K $859M
NEE
Nextera Energy Inc

Utilities
-364
- 3.61%
$69.9 - $84.97 $25.4K - $30.9K
9.72K $822M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-819
- 0.34%
$77.02 - $85.06 $63.1K - $69.7K
242K $20.4B
Activity Summary
Buys All Purchases 26 New Holdings 5 Increased Positions 21 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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