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CIK: 0001965522
Total reported value
$144.6M
$144.6M
75 檔
49.8%
As reported in its official Q4 2024 Form 13F filing, Clifford Group, LLC's tracked investment portfolio stood at $144.6M with 75 total positions.
In Q4 2024, Clifford Group, LLC displayed an active expansion posture, initiating 5 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 22.52% | -1.82% | +3.40% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 15.77% | — | +213.25% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.77% | +0.01% | +2.06% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 6.75% | -0.20% | +5.02% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.07% | -0.66% | +2.88% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.82% | +0.21% | +2.75% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.27% | -0.02% | +7.57% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 2.20% | +0.68% | -26.72% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.02% | +0.07% | +0.23% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | +0.13% | +0.52% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.21% | +0.71% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.90% | -0.17% | -3.75% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.82% | — | +9.15% | |
| 14 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.56% | -1.72% | EXIT | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.46% | — | +9.03% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.23% | +0.34% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.21% | -0.08% | -0.34% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.13% | +4.83% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | — | -0.05% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 0.90% | — | — | |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.81% | — | -34.07% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.81% | +0.26% | +0.47% | |
| 23 | MS | Morgan Stanley | Stock-Financials | 0.63% | +0.05% | -1.52% | |
| 24 | ACN | Accenture plc | Stock-Tech | 0.61% | — | -0.17% | |
| 25 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.61% | -0.09% | +9.14% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.02% | +7.17% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.09% | +0.68% | |
| 28 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.56% | -0.03% | -3.06% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | -0.02% | -4.07% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | — | +0.50% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.15% | -0.36% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | -0.07% | +6.42% | |
| 33 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.50% | — | +0.74% | |
| 34 | PAYX | Paychex Inc | Stock-Tech | 0.50% | — | +0.85% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.03% | -1.38% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.01% | — | |
| 37 | COR | Cencora Inc | Stock-Healthcare | 0.46% | -0.09% | +5.03% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.20% | -1.59% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.42% | -0.08% | -21.82% | |
| 40 | TEL | TE Connectivity plc | Stock-Tech | 0.41% | -0.03% | -0.45% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.08% | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.07% | +1.16% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -0.02% | +5.83% | |
| 44 | IFRA | Ishares US Infrastructure | ETF-Other | 0.35% | -0.06% | +1.03% | |
| 45 | NSP | Insperity Inc | Stock-Other | 0.35% | +0.07% | — | |
| 46 | PSX | Phillips 66 | Stock-Energy | 0.35% | -0.12% | -6.36% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.30% | +0.03% | — | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.29% | +0.02% | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.07% | — | |
| 50 | PLD | Prologis Inc | Stock-Real Estate | 0.28% | -0.04% | -28.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.8% | +3.40% | Add |
| 2 | MGK | Vanguard Mega Cap Growth ETF | +0.6% | +5.02% | Add |
| 3 | AMZN | Amazon.com Inc | +0.4% | +7.57% | Add |
| 4 | VXF | Vanguard Extended Market ETF | +0.3% | +2.06% | Add |
| 5 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 6 | VGT | Vanguard Info Tech ETF | +0.2% | +2.75% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +0.52% | Add |
| 8 | FIS | Fidelity National Info Serv | +0.2% | NEW | New buy |
| 9 | GLD | Spdr Gold Shares | +0.2% | NEW | New buy |
| 10 | ISRG | Intuitive Surgical Inc | +0.2% | NEW | New buy |
| 11 | KKR | Kkr & Co Inc | +0.2% | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.34% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -0.05% | Trim |
| 14 | AAPL | Apple Inc | +0.1% | +0.23% | Add |
| 15 | AVGO | Broadcom Inc | +0.1% | -1.59% | Trim |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.47% | Add |
| 17 | MS | Morgan Stanley | +0.1% | -1.52% | Trim |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +9.15% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | -8.20% | Trim |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +4.83% | Add |
| 21 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 22 | CSCO | Cisco Systems Inc | 0% | -0.36% | Trim |
| 23 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 24 | CRM | Salesforce Inc | 0% | — | Unchanged |
| 25 | VMBS | Vanguard Mortgage-backed Sec | 0% | +9.03% | Add |
| 26 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 27 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 28 | GOVT | Ishares US Treasury Bond ETF | 0% | +9.14% | Add |
| 29 | IWF | Ishares Russell 1000 Growth | 0% | -3.75% | Trim |
| 30 | HLI | Houlihan Lokey Inc | 0% | -3.06% | Trim |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.83% | Add |
| 32 | PAYX | Paychex Inc | 0% | +0.85% | Add |
| 33 | AXP | American Express Co | 0% | — | Unchanged |
| 34 | WMT | Walmart Inc | 0% | +0.42% | Add |
| 35 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 36 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | +10.87% | Add |
| 37 | PG | Procter & Gamble Co/the | 0% | +7.17% | Add |
| 38 | COR | Cencora Inc | 0% | +5.03% | Add |
| 39 | COST | Costco Wholesale CORP | 0% | +1.16% | Add |
| 40 | HLT | Hilton Worldwide Holdings In | 0% | — | Unchanged |
| 41 | AJG | Arthur J Gallagher & Co | — | +0.74% | Add |
| 42 | AON | Aon plc | — | — | Unchanged |
| 43 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 44 | DE | Deere & Co | — | — | Unchanged |
| 45 | ETN | Eaton Corporation plc | — | — | Unchanged |
| 46 | IUSV | Ishares Core S&p U.s. Value | 0% | — | Unchanged |
| 47 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 49 | VT | Vanguard Tot World Stk ETF | 0% | +0.06% | Add |
| 50 | IFRA | Ishares US Infrastructure | 0% | +1.03% | Add |
According to official SEC Form 13F filings, Clifford Group, LLC reported a total U.S. public equity portfolio value of $144.6M across 75 disclosed positions in Q4 2024.
During Q4 2024, Clifford Group, LLC's top holdings by market value included VOO (22.5%)、SCHD (15.8%)、VXF (6.8%). The largest single position, VOO, represented 22.5% 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.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHD, VXF) accounted for 49.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $256.5K
Top Position Liquidated / Trimmed
ADM
前期市值: $431.0K
In Q4 2024, Clifford Group, LLC made 59 total portfolio adjustments, initiating 5 new buys, adding to 30 positions, trimming 20 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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