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
$402 Million 0.32% of portfolio
9,547
Q2 2024 Added 12.16%
$112B
$391 Million 0.32% of portfolio
1,713
Q1 2023 Reduced 0.7%
$134B
$354 Million 0.29% of portfolio
1,130
Q2 2024 Reduced 0.88%
$70.4B
$341 Million 0.28% of portfolio
212
Q2 2024 Reduced 3.64%
$0
$337 Million 0.27% of portfolio
3,819
Q2 2024 Reduced 3.78%
$182B
$326 Million 0.26% of portfolio
1,306
Q2 2024 Reduced 2.32%
$463B
$309 Million 0.25% of portfolio
2,187
Q1 2023 New
$140B
$305 Million 0.25% of portfolio
1,430
Q4 2023 Added 1.71%
$180B
$313 Million 0.25% of portfolio
691
Q4 2023 Added 2.52%
$0
$303 Million 0.24% of portfolio
11,927
Q2 2024 New
$0
$300 Million 0.24% of portfolio
1,374
Q4 2023 Added 1.78%
$220B
$286 Million 0.23% of portfolio
518
Q1 2024 Added 0.39%
$0
$285 Million 0.23% of portfolio
523
Q2 2024 Added 2.15%
$13B
$275 Million 0.22% of portfolio
1,141
Q4 2023 New
$579B
$271 Million 0.22% of portfolio
666
Q1 2023 New
$206B
$263 Million 0.21% of portfolio
1,136
Q4 2023 New
$153B
$206 Million 0.17% of portfolio
262
Q4 2023 New
$63.7B
$216 Million 0.17% of portfolio
988
Q1 2024 New
$76.3B
$209 Million 0.17% of portfolio
710
Q4 2023 Reduced 2.87%
$121B
$211 Million 0.17% of portfolio
566
Q4 2023 Reduced 1.39%
$0
$202 Million 0.16% of portfolio
1,793
Q2 2024 New
$41.5B
$201 Million 0.16% of portfolio
2,193
Q2 2024 New

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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