Clifford Group, LLC
- SEC CIK
- 0001965522
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 12, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 73
- +2 vs. Q1 2024
- Portfolio value
- $123.9M
- +$2.75M (+2.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 51,969 | $26.0M | 21.0% | −1,263−2.4% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 242,540 | $18.9M | 15.2% | −11,457−4.5% | Reduced | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 27,279 | $8.57M | 6.9% | +13,542+98.6% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 45,416 | $7.67M | 6.2% | +3,040+7.2% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 7,948 | $4.58M | 3.7% | +84+1.1% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 39,675 | $4.23M | 3.4% | −184−0.5% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 66,750 | $3.54M | 2.9% | −40,455−37.7% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 6,144 | $2.75M | 2.2% | −18−0.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 12,709 | $2.46M | 2.0% | +1,835+16.9% | Added | History |
| NVDANVIDIA Corp | Stock | 19,547 | $2.41M | 1.9% | −403−2.0% | ReducedConverted for a 10-for-1 split | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,497 | $2.37M | 1.9% | −21−0.3% | Reduced | – |
| AAPLApple Inc. | Stock | 10,239 | $2.16M | 1.7% | −27−0.3% | Reduced | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 44,279 | $2.09M | 1.7% | −5,334−10.8% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 62,953 | $2.05M | 1.7% | +3,129+5.2% | Added | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 68,654 | $1.87M | 1.5% | +14,035+25.7% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 38,741 | $1.76M | 1.4% | +1,994+5.4% | Added | – |
| GOOGLAlphabet Inc. | Stock | 8,778 | $1.60M | 1.3% | −141−1.6% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,901 | $1.55M | 1.3% | −98−1.1% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 5,774 | $1.17M | 0.9% | −99−1.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 2,179 | $1.10M | 0.9% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 4,043 | $965.0K | 0.8% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,484 | $953.2K | 0.8% | −19−0.3% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 3,360 | $760.2K | 0.6% | +56+1.7% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 1,481 | $754.3K | 0.6% | +14+1.0% | Added | History |
| PGProcter & Gamble Co | Stock | 4,510 | $743.8K | 0.6% | −23−0.5% | Reduced | History |
| NEENextera Energy Inc | Stock | 10,086 | $714.2K | 0.6% | −342−3.3% | Reduced | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 31,121 | $702.4K | 0.6% | +1,332+4.5% | Added | – |
| ACNAccenture plc | Stock | 2,286 | $693.7K | 0.6% | +189+9.0% | Added | History |
| MSMorgan Stanley | Stock | 6,991 | $679.4K | 0.5% | −110−1.5% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 13,316 | $632.6K | 0.5% | −197−1.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 1,829 | $629.5K | 0.5% | +24+1.3% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 7,410 | $620.7K | 0.5% | −10,379−58.3% | Reduced | – |
| PEPPepsiCo Inc | Stock | 3,744 | $617.6K | 0.5% | −17−0.5% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 2,349 | $609.0K | 0.5% | −49−2.0% | Reduced | History |
| HLIHoulihan Lokey, Inc. | CL A | 4,485 | $604.9K | 0.5% | −75−1.6% | Reduced | History |
| ABTAbbott Laboratories | Stock | 5,756 | $598.1K | 0.5% | +103+1.8% | Added | History |
| TELTE Connectivity plc | REG SHS | 3,898 | $586.4K | 0.5% | −62−1.6% | Reduced | History |
| CORCencora, Inc. | Stock | 2,601 | $586.0K | 0.5% | −35−1.3% | Reduced | History |
| PSXPhillips 66 | Stock | 4,068 | $574.3K | 0.5% | −34−0.8% | Reduced | History |
| TGTTarget Corp | Stock | 3,858 | $571.2K | 0.5% | −188−4.6% | Reduced | History |
| PLDPrologis, Inc. | REIT | 4,952 | $556.2K | 0.4% | +148+3.1% | Added | History |
| PAYXPaychex Inc | Stock | 4,620 | $547.8K | 0.4% | −27−0.6% | Reduced | History |
| NSPInsperity, Inc. | COM | 5,944 | $542.2K | 0.4% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 3,888 | $532.1K | 0.4% | +17+0.4% | Added | History |
| VVisa Inc. | Stock | 2,022 | $530.7K | 0.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,639 | $484.0K | 0.4% | −100−3.7% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 546 | $464.5K | 0.4% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 7,527 | $444.6K | 0.4% | −408−5.1% | Reduced | History |
| LLYEli Lilly & Co | Stock | 485 | $439.1K | 0.4% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 6,771 | $409.3K | 0.3% | +324+5.0% | Added | History |
| iShares Tr46435U713 | US INFRASTRUC | 9,547 | $402.1K | 0.3% | +1,035+12.2% | Added | – |
| ADIAnalog Devices Inc | Stock | 1,713 | $391.0K | 0.3% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 1,130 | $354.3K | 0.3% | −10−0.9% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 212 | $341.0K | 0.3% | −8−3.6% | Reduced | History |
| iShares Core S&P US Value ETF464287663 | ETF | 3,819 | $336.6K | 0.3% | −150−3.8% | Reduced | – |
| DHRDanaher Corp | Stock | 1,306 | $326.3K | 0.3% | −31−2.3% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 691 | $312.6K | 0.3% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 2,187 | $308.8K | 0.2% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 1,430 | $305.4K | 0.2% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 11,927 | $303.4K | 0.2% | +11,927 | New | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $299.6K | 0.2% | 00.0% | Unchanged | – |
| TMOThermo Fisher Scientific Inc. | Stock | 518 | $286.5K | 0.2% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 523 | $284.6K | 0.2% | +11+2.1% | Added | History |
| MNDYmonday.com Ltd. | SHS | 1,141 | $274.7K | 0.2% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 666 | $270.9K | 0.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 1,136 | $263.0K | 0.2% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 957 | $246.0K | 0.2% | 00.0% | Unchanged | History |
| HLTHilton Worldwide Holdings Inc. | COM | 988 | $215.6K | 0.2% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 566 | $211.5K | 0.2% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 710 | $208.5K | 0.2% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 262 | $206.4K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 1,793 | $201.9K | 0.2% | +1,793 | New | – |
| MCHPMicrochip Technology Inc | Stock | 2,193 | $200.7K | 0.2% | +2,193 | New | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.