Clifford Swan Investment Counsel LLC Incresed Positions in Q4 2024

Clifford Swan Investment Counsel LLC

  • $2.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
51
+ 0.03%
$180.88 - $232.93 $9.22K - $11.9K
179K $39.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.87K
+ 17.24%
$567.81 - $607.81 $1.63M - $1.75M
19.5K $11.4M
SYY
Sysco Corp

Consumer Defensive
23K
+ 11.98%
$73.63 - $81.77 $1.7M - $1.88M
215K $16.5M
KMX
Carmax Inc

Consumer Cyclical
6.04K
+ 2.83%
$71.11 - $87.2 $429K - $527K
220K $18M
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.07%
$486.1 - $608.57 $4.86K - $6.09K
14K $8.01M
AON
Aon PLC

Financial Services
2.17K
+ 18.99%
$344.14 - $393.31 $747K - $853K
13.6K $4.88M
ENTG
Entegris Inc

Technology
21K
+ 24.22%
$97.67 - $112.92 $2.05M - $2.37M
108K $10.7M
META
Meta Platforms, Inc.

Communication Services
12
+ 0.04%
$554.08 - $632.68 $6.65K - $7.59K
31K $18.3M
JCI
Johnson Controls International PLC

Industrials
61
+ 0.02%
$74.23 - $86.6 $4.53K - $5.28K
312K $24.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.3K
+ 2.84%
$113.92 - $127.38 $262K - $293K
83.3K $9.59M
ITOT
Ishares Core S&P Total U.S. St

ETFs
173
+ 2.25%
$124.26 - $134.12 $21.5K - $23.2K
7.86K $1.01M
AKAM
Akamai Technologies Inc

Technology
210
+ 0.35%
N/A
60K $5.45M
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.03%
$233.76 - $261.58 $468 - $523
5.76K $1.38M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.33K
+ 203.83%
$27.54 - $83.04 $174K - $526K
9.44K $261K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.26%
$261.5 - $284.63 $785 - $854
1.16K $305K
Ferguson Enterprises Inc
17.7K
+ 111.13%
N/A
33.6K $0
Labcorp Holdings Inc
1.61K
+ 1.67%
N/A
98K $0
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
42
+ 0.6%
$44.33 - $49.55 $1.86K - $2.08K
7.03K $315K
VCIT
Vanguard Intermediate Term Cor

ETFs
26
+ 0.86%
$80.13 - $83.77 $2.08K - $2.18K
3.04K $244K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.11%
$174.22 - $187.62 $697 - $750
3.49K $611K
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 0.18%
$208.94 - $264.22 $418 - $528
1.14K $239K
ADBE
Adobe Inc.

Technology
34
+ 3.61%
$437.39 - $552.96 $14.9K - $18.8K
975 $433K
SCHG
Schwab Strategic Tr Us Large C

ETFs
18K
+ 247.24%
$25.93 - $105.3 $467K - $1.89M
25.3K $704K
PFE
Pfizer Inc

Healthcare
47.3K
+ 8.53%
$24.8 - $30.19 $1.17M - $1.43M
602K $16M
OXY
Occidental Petroleum Corp

Energy
456
+ 0.49%
$45.36 - $55.91 $20.7K - $25.5K
93K $4.6M
ACN
Accenture PLC

Technology
109
+ 0.06%
$343.9 - $376.86 $37.5K - $41.1K
172K $60.5M
EXPD
Expeditors International Of Washington Inc

Industrials
2.97K
+ 8.45%
$110.5 - $128.26 $328K - $381K
38.1K $4.22M
DOW
Dow Inc.

Basic Materials
8.17K
+ 16.0%
$39.1 - $55.34 $319K - $452K
59.3K $2.38M
HD
Home Depot, Inc.

Consumer Cyclical
455
+ 1.17%
$385.02 - $431.37 $175K - $196K
39.2K $15.3M
CAG
Conagra Brands Inc.

Consumer Defensive
16K
+ 8.04%
$26.48 - $32.72 $424K - $524K
215K $5.97M
KO
Coca Cola CO

Consumer Defensive
1.55K
+ 1.86%
$61.74 - $71.71 $95.9K - $111K
85.2K $5.3M
CTVA
Corteva, Inc.

Basic Materials
515
+ 0.1%
$55.21 - $64.13 $28.4K - $33K
513K $29.2M
SLB
Schlumberger Limited

Energy
16.3K
+ 3.7%
$36.83 - $45.59 $599K - $742K
456K $17.5M
ALB
Albemarle Corp

Basic Materials
1.22K
+ 0.98%
$86.08 - $111.3 $105K - $136K
126K $10.8M
PEP
Pepsico Inc

Consumer Defensive
5.28K
+ 4.84%
$151.29 - $176.1 $799K - $929K
114K $17.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
16.1K
+ 6.6%
$59.25 - $72.99 $952K - $1.17M
260K $15.5M
INTC
Intel Corp

Technology
15.2K
+ 1.89%
$19.07 - $26.23 $290K - $399K
820K $16.4M
TSCO
Tractor Supply CO

Consumer Cyclical
537K
+ 392.26%
$52.59 - $303.74 $28.3M - $163M
674K $35.8M
UPS
United Parcel Service Inc

Industrials
11.2K
+ 1.29%
$122.65 - $138.35 $1.37M - $1.55M
880K $111M
Activity Summary
Buys All Purchases 45 New Holdings 5 Increased Positions 40 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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