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CIK: 0001965522
Total reported value
$144.6M
$144.6M
74 檔
47.7%
At the close of Q3 2024, Clifford Group, LLC disclosed equity holdings valued at approximately $144.6M, spread across 74 reported holdings.
In Q3 2024, Clifford Group, LLC adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHD, VXF) accounted for 47.7% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.76% | -1.82% | +2.06% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 15.89% | — | -0.34% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.48% | +0.01% | +0.87% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 6.15% | -0.20% | -9.97% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.33% | -0.66% | +11.66% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 3.12% | +0.68% | -6.86% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.64% | +0.21% | -27.15% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | -0.21% | +0.26% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.92% | +0.07% | +3.33% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.88% | -0.17% | -0.99% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | +0.13% | +0.20% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | -0.02% | -0.88% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.75% | — | +5.95% | |
| 14 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.60% | -1.72% | EXIT | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.43% | — | +0.28% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.40% | — | -9.97% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.27% | -0.08% | -3.65% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.23% | +0.22% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.13% | +2.62% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | — | -1.39% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 0.87% | — | — | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.72% | +0.26% | -2.50% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | +0.09% | -0.81% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 0.65% | -0.02% | +0.18% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 0.64% | -0.08% | -3.61% | |
| 26 | ACN | Accenture plc | Stock-Tech | 0.63% | — | +0.31% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.02% | -1.09% | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.58% | -0.09% | +2.78% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | — | -1.53% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 0.54% | +0.05% | -4.85% | |
| 31 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.54% | -0.03% | -2.36% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.53% | -0.07% | -5.78% | |
| 33 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.50% | — | -2.00% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.03% | -1.95% | |
| 35 | PLD | Prologis Inc | Stock-Real Estate | 0.49% | -0.04% | — | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | +0.15% | -12.39% | |
| 37 | PAYX | Paychex Inc | Stock-Tech | 0.48% | — | -0.48% | |
| 38 | TGT | Target CORP | Stock-Consumer Disc | 0.47% | — | -0.23% | |
| 39 | COR | Cencora Inc | Stock-Healthcare | 0.45% | -0.09% | -1.35% | |
| 40 | PSX | Phillips 66 | Stock-Energy | 0.44% | -0.12% | +5.92% | |
| 41 | TEL | TE Connectivity plc | Stock-Tech | 0.44% | -0.03% | — | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.01% | -2.67% | |
| 43 | NSP | Insperity Inc | Stock-Other | 0.41% | +0.07% | — | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.37% | -0.07% | -24.57% | |
| 45 | IFRA | Ishares US Infrastructure | ETF-Other | 0.36% | -0.06% | +3.49% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.07% | -4.95% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.08% | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | -0.02% | +44.36% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.20% | +1083.49% | |
| 50 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.34% | — | +6.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.8% | +2.06% | Add |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.7% | -0.34% | Trim |
| 3 | EFV | Ishares Msci Eafe Value ETF | +0.5% | +11.66% | Add |
| 4 | TEL | TE Connectivity plc | +0.4% | NEW | New buy |
| 5 | VXF | Vanguard Extended Market ETF | +0.3% | +0.87% | Add |
| 6 | PINS | Pinterest Inc- Class A | +0.2% | NEW | New buy |
| 7 | AAPL | Apple Inc | +0.2% | +3.33% | Add |
| 8 | WMT | Walmart Inc | +0.2% | NEW | New buy |
| 9 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 10 | TDG | Transdigm Group Inc | +0.2% | NEW | New buy |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +2.62% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +44.36% | Add |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +5.95% | Add |
| 14 | ADP | Automatic Data Processing | +0.1% | — | Unchanged |
| 15 | ACN | Accenture plc | +0.1% | +0.31% | Add |
| 16 | NEE | Nextera Energy Inc | +0.1% | -3.61% | Trim |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | -0.81% | Trim |
| 18 | HD | Home Depot Inc | +0.1% | -1.53% | Trim |
| 19 | AVGO | Broadcom Inc | +0.1% | +1083.49% | Add |
| 20 | HLI | Houlihan Lokey Inc | +0.1% | -2.36% | Trim |
| 21 | UNP | Union Pacific CORP | 0% | +0.18% | Add |
| 22 | PAYX | Paychex Inc | 0% | -0.48% | Trim |
| 23 | PLD | Prologis Inc | 0% | — | Unchanged |
| 24 | ORCL | Oracle CORP | 0% | +0.09% | Add |
| 25 | IFRA | Ishares US Infrastructure | 0% | +3.49% | Add |
| 26 | VNQ | Vanguard Real Estate ETF | 0% | -5.78% | Trim |
| 27 | AXP | American Express Co | 0% | — | Unchanged |
| 28 | IWD | Ishares Russell 1000 Value E | 0% | -3.65% | Trim |
| 29 | ABT | Abbott Laboratories | 0% | -1.95% | Trim |
| 30 | AON | Aon plc | 0% | — | Unchanged |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 32 | DE | Deere & Co | 0% | +2.12% | Add |
| 33 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 34 | VMBS | Vanguard Mortgage-backed Sec | 0% | +0.28% | Add |
| 35 | GOVT | Ishares US Treasury Bond ETF | 0% | +2.78% | Add |
| 36 | AJG | Arthur J Gallagher & Co | 0% | -2.00% | Trim |
| 37 | BLKCHF | Blackrock Inc | 0% | -4.58% | Trim |
| 38 | TGT | Target CORP | 0% | -0.23% | Trim |
| 39 | IUSV | Ishares Core S&p U.s. Value | 0% | — | Unchanged |
| 40 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 41 | DHR | Danaher CORP | 0% | -3.45% | Trim |
| 42 | ADM | Archer-daniels-midland Co | 0% | +6.54% | Add |
| 43 | CRM | Salesforce Inc | 0% | +2.09% | Add |
| 44 | TMO | Thermo Fisher Scientific Inc | 0% | -5.02% | Trim |
| 45 | VT | Vanguard Tot World Stk ETF | 0% | — | Unchanged |
| 46 | PG | Procter & Gamble Co/the | — | -1.09% | Trim |
| 47 | ETN | Eaton Corporation plc | — | — | Unchanged |
| 48 | HYMB | Ss Spdr N Ice Hy Muni ETF | — | -0.46% | Trim |
| 49 | HLT | Hilton Worldwide Holdings In | — | -4.86% | Trim |
| 50 | JPM | Jpmorgan Chase & Co | 0% | -1.39% | Trim |
According to official SEC Form 13F filings, Clifford Group, LLC reported a total U.S. public equity portfolio value of $144.6M across 74 disclosed positions in Q3 2024.
During Q3 2024, Clifford Group, LLC's top holdings by market value included VOO (21.8%)、SCHD (15.9%)、VXF (6.5%). The largest single position, VOO, represented 21.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
TEL
市值: $566.3K
Top Position Liquidated / Trimmed
TEL
前期市值: $586.4K
In Q3 2024, Clifford Group, LLC made 64 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 34 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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