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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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