Clifford Group
Latest statistics and disclosures from Clifford Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SCHD, VXF, EFV, MUB, and represent 52.53% of Clifford Group's stock portfolio.
- Added to shares of these 10 stocks: VOO, MGK, VXF, VGT, SCHD, SPIB, EFV, VMBS, HLT, NEE.
- Started 1 new stock position in HLT.
- Reduced shares in these 10 stocks: MUB, , EELV, , , SPTL, IFRA, NVDA, PSX, COR.
- Sold out of its positions in EELV, USMV, XLV, TSLA.
- Clifford Group was a net buyer of stock by $5.4M.
- Clifford Group has $121M in assets under management (AUM), dropping by 12.25%.
- Central Index Key (CIK): 0001965522
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Portfolio Holdings for Clifford Group
Clifford Group holds 71 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 21.1 | $26M | +8% | 53k | 480.70 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 16.9 | $21M | +2% | 254k | 80.63 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 6.1 | $7.4M | +17% | 42k | 175.27 |
|
| Ishares Tr Eafe Value Etf (EFV) | 4.8 | $5.8M | +6% | 107k | 54.40 |
|
| Ishares Tr National Mun Etf (MUB) | 3.5 | $4.3M | -15% | 40k | 107.60 |
|
| Vanguard World Inf Tech Etf (VGT) | 3.4 | $4.1M | +18% | 7.9k | 524.34 |
|
| Vanguard World Mega Grwth Ind (MGK) | 3.3 | $3.9M | +70% | 14k | 286.61 |
|
| Microsoft Corporation (MSFT) | 2.1 | $2.6M | 6.2k | 420.69 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 1.9 | $2.4M | +2% | 50k | 47.44 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.8 | $2.2M | 6.5k | 337.05 |
|
|
| Amazon (AMZN) | 1.6 | $2.0M | 11k | 180.38 |
|
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 1.6 | $2.0M | +36% | 60k | 32.69 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $1.8M | -4% | 2.0k | 903.56 |
|
| Apple (AAPL) | 1.5 | $1.8M | +2% | 10k | 171.48 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.4 | $1.7M | +15% | 37k | 45.61 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.3 | $1.6M | 9.0k | 179.11 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.3 | $1.5M | +3% | 18k | 86.48 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 1.3 | $1.5M | -12% | 55k | 27.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.3M | 8.9k | 150.93 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $1.2M | 5.9k | 200.30 |
|
|
| Meta Platforms Cl A (META) | 0.9 | $1.1M | 2.2k | 485.58 |
|
|
| Automatic Data Processing (ADP) | 0.8 | $1.0M | 4.0k | 249.74 |
|
|
| Union Pacific Corporation (UNP) | 0.7 | $813k | 3.3k | 245.91 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $749k | +2% | 5.5k | 136.05 |
|
| Procter & Gamble Company (PG) | 0.6 | $736k | +3% | 4.5k | 162.26 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $727k | 2.1k | 346.65 |
|
|
| UnitedHealth (UNH) | 0.6 | $726k | +7% | 1.5k | 494.73 |
|
| Target Corporation (TGT) | 0.6 | $717k | 4.0k | 177.22 |
|
|
| Home Depot (HD) | 0.6 | $692k | 1.8k | 383.53 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $678k | +11% | 30k | 22.77 |
|
| Cisco Systems (CSCO) | 0.6 | $674k | +14% | 14k | 49.91 |
|
| Phillips 66 (PSX) | 0.6 | $670k | -7% | 4.1k | 163.33 |
|
| Morgan Stanley Com New (MS) | 0.6 | $669k | +7% | 7.1k | 94.16 |
|
| Nextera Energy (NEE) | 0.6 | $666k | +18% | 10k | 63.91 |
|
| PNC Financial Services (PNC) | 0.5 | $665k | 4.1k | 161.62 |
|
|
| Pepsi (PEP) | 0.5 | $658k | +11% | 3.8k | 175.01 |
|
| Insperity (NSP) | 0.5 | $652k | 5.9k | 109.61 |
|
|
| Abbott Laboratories (ABT) | 0.5 | $643k | +4% | 5.7k | 113.66 |
|
| AmerisourceBergen (COR) | 0.5 | $641k | -5% | 2.6k | 242.97 |
|
| CVS Caremark Corporation (CVS) | 0.5 | $633k | +11% | 7.9k | 79.76 |
|
| Prologis (PLD) | 0.5 | $626k | +4% | 4.8k | 130.22 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.5 | $600k | +4% | 2.4k | 249.99 |
|
| Houlihan Lokey Cl A (HLI) | 0.5 | $585k | 4.6k | 128.19 |
|
|
| United Parcel Service CL B (UPS) | 0.5 | $575k | +17% | 3.9k | 148.64 |
|
| Te Connectivity SHS (TEL) | 0.5 | $575k | 4.0k | 145.25 |
|
|
| Paychex (PAYX) | 0.5 | $571k | +10% | 4.6k | 122.80 |
|
| Visa Com Cl A (V) | 0.5 | $564k | 2.0k | 279.08 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $417k | -6% | 2.7k | 152.26 |
|
| Archer Daniels Midland Company (ADM) | 0.3 | $405k | 6.4k | 62.81 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $400k | 546.00 | 733.27 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $377k | 485.00 | 777.96 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.3 | $369k | -28% | 8.5k | 43.36 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $359k | -7% | 4.0k | 90.44 |
|
| Eaton Corp SHS (ETN) | 0.3 | $357k | 1.1k | 312.68 |
|
|
| Analog Devices (ADI) | 0.3 | $339k | 1.7k | 197.79 |
|
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| Danaher Corporation (DHR) | 0.3 | $334k | 1.3k | 249.74 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $314k | 1.4k | 228.59 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $301k | 518.00 | 581.26 |
|
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| Honeywell International (HON) | 0.2 | $294k | 1.4k | 205.25 |
|
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| Broadcom (AVGO) | 0.2 | $292k | 220.00 | 1325.41 |
|
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| Goldman Sachs (GS) | 0.2 | $289k | 691.00 | 417.69 |
|
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| salesforce (CRM) | 0.2 | $288k | 957.00 | 301.18 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $280k | 666.00 | 420.52 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $275k | 2.2k | 125.61 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $268k | 512.00 | 523.24 |
|
|
| American Express Company (AXP) | 0.2 | $259k | 1.1k | 227.69 |
|
|
| Monday SHS (MNDY) | 0.2 | $258k | 1.1k | 225.87 |
|
|
| Aon Shs Cl A (AON) | 0.2 | $237k | 710.00 | 333.88 |
|
|
| Deere & Company (DE) | 0.2 | $233k | 566.00 | 410.74 |
|
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| BlackRock (BLK) | 0.2 | $219k | 262.00 | 834.34 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.2 | $211k | NEW | 988.00 | 213.31 |
|
Past Filings by Clifford Group
SEC 13F filings are viewable for Clifford Group going back to 2022
- Clifford Group 2024 Q1 filed May 15, 2024
- Clifford Group 2023 Q4 filed Feb. 14, 2024
- Clifford Group 2023 Q3 filed Nov. 14, 2023
- Clifford Group 2023 Q2 filed Aug. 14, 2023
- Clifford Group 2023 Q1 filed May 15, 2023
- Clifford Group 2022 Q4 filed Feb. 13, 2023