Clifford Swan Investment Counsel LLC Incresed Positions in Q3 2025

Clifford Swan Investment Counsel LLC

  • $2.85 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
10.7K
+ 10.02%
$237.77 - $353.61 $2.55M - $3.79M
118K $40.7M
MSFT
Microsoft Corp

Technology
1.18K
+ 0.38%
$491.09 - $535.64 $579K - $631K
308K $159M
RTX
Raytheon Technologies Corp

Industrials
6.42K
+ 2.93%
$144.19 - $167.33 $925K - $1.07M
226K $37.8M
GLD
Spdr Gold Trust

ETFs
1.32K
+ 1.72%
$300.96 - $355.47 $396K - $468K
77.8K $27.6M
ENTG
Entegris Inc

Technology
16.8K
+ 9.33%
$72.03 - $95.97 $1.21M - $1.61M
197K $18.2M
AXP
American Express CO

Financial Services
3.59K
+ 3.0%
$294.27 - $342.31 $1.06M - $1.23M
124K $41.1M
CATH
Global X Fds Global X S&P 500

ETFs
31.3K
+ 77.27%
$75.38 - $81.32 $2.36M - $2.55M
71.8K $5.82M
SYY
Sysco Corp

Consumer Defensive
8.37K
+ 3.13%
$76.33 - $82.51 $639K - $691K
276K $22.7M
AON
Aon PLC

Financial Services
5.94K
+ 33.11%
$350.91 - $375.27 $2.09M - $2.23M
23.9K $8.52M
NVDA
Nvidia Corp

Technology
100
+ 0.15%
$153.3 - $186.58 $15.3K - $18.7K
68.5K $12.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.33K
+ 7.9%
$617.65 - $666.84 $823K - $889K
18.2K $12.1M
EXPD
Expeditors International Of Washington Inc

Industrials
9.02K
+ 12.66%
$111.37 - $124.95 $1M - $1.13M
80.2K $9.84M
GE
General Electric CO

Industrials
948
+ 3.39%
$244.75 - $305.63 $232K - $290K
28.9K $8.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.5K
+ 6.53%
$108.46 - $120.63 $596K - $663K
89.6K $10.7M
GS
Goldman Sachs Group Inc

Financial Services
61
+ 0.44%
$696.56 - $806.32 $42.5K - $49.2K
14K $11.1M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
20.6K
+ 6.74%
$49.05 - $49.99 $1.01M - $1.03M
327K $16.3M
XLK
Technology Sector Spdr

ETFs
475
+ 1.43%
$250.97 - $282.66 $119K - $134K
33.6K $9.47M
SLV
I Shares Silver Trust

ETFs
19.7K
+ 114.5%
$32.73 - $42.5 $644K - $837K
36.9K $1.56M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.52K
+ 113.95%
$181.56 - $190.33 $821K - $861K
8.49K $1.61M
KO
Coca Cola CO

Consumer Defensive
19.4K
+ 20.32%
$65.67 - $71.67 $1.28M - $1.39M
115K $7.63M
BP
Bp PLC

Energy
903
+ 0.53%
$30.25 - $35.69 $27.3K - $32.2K
171K $5.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.35K
+ 4.72%
$50.79 - $76.4 $68.5K - $103K
30K $2.29M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
46
+ 0.28%
$567.77 - $614.76 $26.1K - $28.3K
16.8K $10.3M
UNP
Union Pacific Corp

Industrials
1.27K
+ 1.95%
$214.91 - $237.16 $273K - $301K
66.5K $15.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
840
+ 53.64%
$546.99 - $602.2 $459K - $506K
2.41K $1.44M
MO
Altria Group, Inc.

Consumer Defensive
12
+ 0.02%
$57.75 - $67.68 $693 - $812
73.1K $4.83M
SLB
Schlumberger Limited

Energy
6.29K
+ 1.16%
$32.37 - $37.31 $204K - $235K
550K $18.9M
OXY
Occidental Petroleum Corp

Energy
28
+ 0.03%
$42.54 - $48.1 $1.19K - $1.35K
95.9K $4.53M
IYW
Ishares Dj Us Tech ETF

ETFs
33
+ 0.17%
$171.38 - $197.01 $5.66K - $6.5K
20K $3.92M
VTI
Vanguard Total Stock Market Et

ETFs
334
+ 2.48%
$303.93 - $329.86 $102K - $110K
13.8K $4.53M
IVV
Ishares Core S&P 500 ETF

ETFs
54
+ 0.88%
$620.67 - $670.08 $33.5K - $36.2K
6.21K $4.15M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
120
+ 2.36%
$224.68 - $282.71 $27K - $33.9K
5.22K $1.46M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.3K
+ 16.48%
$135.0 - $146.02 $175K - $189K
9.15K $1.33M
AMGN
Amgen Inc

Healthcare
212
+ 0.56%
$271.18 - $309.22 $57.5K - $65.6K
38.4K $10.8M
ITB
Ishares Tr

ETFs
510
+ 6.05%
$94.18 - $117.14 $48K - $59.7K
8.94K $958K
VEA
Vanguard Ftse Developed Market

ETFs
1.03K
+ 3.0%
$56.02 - $60.3 $57.8K - $62.2K
35.4K $2.12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.08K
+ 22.89%
$49.43 - $54.52 $103K - $114K
11.2K $606K
VB
Vanguard Small Cap ETF

ETFs
208
+ 3.6%
$237.58 - $259.17 $49.4K - $53.9K
5.98K $1.52M
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
14.5K
+ 96.67%
$9.19 - $9.88 $133K - $143K
29.5K $287K
ETN
Eaton Corp PLC

Industrials
14
+ 0.17%
$342.99 - $392.76 $4.8K - $5.5K
8.07K $3.02M
FDX
Fedex Corp

Industrials
400
+ 35.87%
$217.1 - $243.2 $86.8K - $97.3K
1.52K $357K
XLE
Energy Sector Spdr

ETFs
952
+ 37.76%
$84.25 - $91.99 $80.2K - $87.6K
3.47K $310K
XLU
Utilities Sector Spdr

ETFs
773
+ 17.12%
$81.14 - $87.32 $62.7K - $67.5K
5.29K $461K
O
Realty Income Corp

Real Estate
535
+ 3.75%
$56.13 - $60.79 $30K - $32.5K
14.8K $899K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.08K
+ 15.33%
$42.26 - $47.16 $45.5K - $50.8K
8.1K $375K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
750
+ 21.43%
$91.44 - $91.77 $68.6K - $68.8K
4.25K $389K
WELL
Welltower Inc.

Real Estate
15
+ 0.62%
$150.71 - $178.14 $2.26K - $2.67K
2.42K $431K
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.29%
$214.92 - $244.84 $1.29K - $1.47K
2.06K $497K
VNQ
Vanguard Specialized Funds Van

ETFs
197
+ 2.61%
$88.47 - $93.24 $17.4K - $18.4K
7.75K $708K
Activity Summary
Buys All Purchases 101 New Holdings 15 Increased Positions 86 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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