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Livermore
Livermore
ZHEN

Clifford Group, LLC

SEC CIK
0001965522
Latest filing
Aug 14, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 12, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
74
+1 vs. Q2 2024
Portfolio value
$128.6M
+$4.73M (+3.8%) vs. Q2 2024
Filed
Nov 12, 2024
SEC
Holdings of Clifford Group, LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
TDGTransDigm Group INCCOM142$202.7K0.2%+142NewHistory
TSLATesla, Inc.Stock817$213.8K0.2%+817NewHistory
Vanguard Total World Stock ETF922042742ETF1,793$214.6K0.2%00.0%Unchanged–
HLTHilton Worldwide Holdings Inc.COM940$216.7K0.2%−48−4.9%ReducedHistory
WMTWalmart Inc.Stock2,833$228.8K0.2%+2,833NewHistory
BLKBlackRock, Inc.COM250$237.6K0.2%−12−4.6%ReducedHistory
DEDeere & CoStock578$241.2K0.2%+12+2.1%AddedHistory
PINSPinterest, Inc.CL A7,477$242.0K0.2%+7,477NewHistory
AONAon plcCL A710$245.8K0.2%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock977$267.4K0.2%+20+2.1%AddedHistory
HONHoneywell International IncCOM1,373$283.8K0.2%−57−4.0%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock492$304.4K0.2%−26−5.0%ReducedHistory
BRK.BBerkshire Hathaway IncStock666$306.5K0.2%00.0%UnchangedHistory
AXPAmerican Express CoStock1,136$308.1K0.2%00.0%UnchangedHistory
SPDR Series Trust78464A284ST NUVE HIGH ETF11,872$311.9K0.2%−55−0.5%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF1,374$325.9K0.3%00.0%Unchanged–
UPSUnited Parcel Service IncStock2,463$335.8K0.3%−1,425−36.7%ReducedHistory
GSGoldman Sachs Group IncStock691$342.1K0.3%00.0%UnchangedHistory
DHRDanaher CorpStock1,261$350.6K0.3%−45−3.4%ReducedHistory
iShares Core S&P US Value ETF464287663ETF3,819$364.7K0.3%00.0%Unchanged–
ORCLOracle CorpStock2,189$373.0K0.3%+2+0.1%AddedHistory
ETNEaton Corp plcStock1,130$374.5K0.3%00.0%UnchangedHistory
ADIAnalog Devices IncStock1,713$394.3K0.3%00.0%UnchangedHistory
LLYEli Lilly & CoStock485$429.7K0.3%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock7,214$431.0K0.3%+443+6.5%AddedHistory
AVGOBroadcom Inc.Stock2,509$432.7K0.3%+389+18.3%AddedConverted for a 10-for-1 splitHistory
SPYSPDR S&P 500 ETF TrustETF755$433.2K0.3%+232+44.4%AddedHistory
GOOGAlphabet Inc.Stock2,639$441.2K0.3%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock519$460.5K0.4%−27−4.9%ReducedHistory
iShares Tr46435U713US INFRASTRUC9,880$464.1K0.4%+333+3.5%Added–
PEPPepsiCo IncStock2,824$480.1K0.4%−920−24.6%ReducedHistory
NSPInsperity, Inc.COM5,944$523.1K0.4%00.0%UnchangedHistory
VVisa Inc.Stock1,968$541.1K0.4%−54−2.7%ReducedHistory
TELTE Connectivity plcStock3,750$566.3K0.4%−148−3.8%ReducedHistory
PSXPhillips 66Stock4,309$566.4K0.4%+241+5.9%AddedHistory
CORCencora, Inc.Stock2,566$577.5K0.4%−35−1.3%ReducedHistory
TGTTarget CorpStock3,849$599.8K0.5%−9−0.2%ReducedHistory
PAYXPaychex IncStock4,598$617.1K0.5%−22−0.5%ReducedHistory
CSCOCisco Systems, Inc.Stock11,666$620.9K0.5%−1,650−12.4%ReducedHistory
PLDPrologis, Inc.REIT4,952$625.4K0.5%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock5,644$643.5K0.5%−112−1.9%ReducedHistory
AJGArthur J. Gallagher & Co.COM2,302$647.6K0.5%−47−2.0%ReducedHistory
Vanguard Real Estate ETF922908553ETF6,982$680.1K0.5%−428−5.8%Reduced–
HLIHoulihan Lokey, Inc.CL A4,379$692.0K0.5%−106−2.4%ReducedHistory
MSMorgan StanleyStock6,652$693.4K0.5%−339−4.8%ReducedHistory
HDHome Depot, Inc.Stock1,801$729.7K0.6%−28−1.5%ReducedHistory
iShares U.S. Treasury Bond ETF46429B267ETF31,986$750.1K0.6%+865+2.8%Added–
PGProcter & Gamble CoStock4,461$772.7K0.6%−49−1.1%ReducedHistory
ACNAccenture plcStock2,293$810.6K0.6%+7+0.3%AddedHistory
NEENextera Energy IncStock9,722$821.8K0.6%−364−3.6%ReducedHistory
UNPUnion Pacific CorpStock3,366$829.6K0.6%+6+0.2%AddedHistory
UNHUnitedHealth Group IncStock1,469$859.0K0.7%−12−0.8%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR5,347$928.6K0.7%−137−2.5%ReducedHistory
ADPAutomatic Data Processing IncStock4,043$1.12M0.9%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock5,694$1.20M0.9%−80−1.4%ReducedHistory
METAMeta Platforms, Inc.Stock2,236$1.28M1.0%+57+2.6%AddedHistory
GOOGLAlphabet Inc.Stock8,797$1.46M1.1%+19+0.2%AddedHistory
iShares Russell 1000 Value ETF464287598ETF8,576$1.63M1.3%−325−3.7%Reduced–
SPDR Series Trust78464A664ST LON TREAS ETF61,809$1.80M1.4%−6,845−10.0%Reduced–
Vanguard Mortgage-Backed Securities ETF92206C771ETF38,850$1.83M1.4%+109+0.3%Added–
SPDR Series Trust78468R739ST NUVE TERM ETF42,714$2.06M1.6%−1,565−3.5%Reduced–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF66,696$2.25M1.7%+3,743+5.9%Added–
AMZNAmazon Com IncStock12,597$2.35M1.8%−112−0.9%ReducedHistory
NVDANVIDIA CorpStock19,586$2.38M1.8%+39+0.2%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF6,433$2.41M1.9%−64−1.0%Reduced–
AAPLApple Inc.Stock10,580$2.47M1.9%+341+3.3%AddedHistory
MSFTMicrosoft CorpStock6,160$2.65M2.1%+16+0.3%AddedHistory
Vanguard Information Technology ETF92204A702ETF5,790$3.40M2.6%−2,158−27.2%Reduced–
iShares Tr464288414NATIONAL MUN ETF36,953$4.01M3.1%−2,722−6.9%Reduced–
iShares Tr464288877EAFE VALUE ETF74,532$4.29M3.3%+7,782+11.7%Added–
Vanguard World FD921910816MEGA GRWTH IND24,559$7.91M6.1%−2,720−10.0%Reduced–
Vanguard Index FDS922908652EXTEND MKT ETF45,809$8.34M6.5%+393+0.9%Added–
Schwab US Dividend Equity ETF808524797ETF241,721$20.4M15.9%−819−0.3%Reduced–
Vanguard S&P 500 ETF922908363ETF53,038$28.0M21.8%+1,069+2.1%Added–

Sold out since Q2 2024 (3)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Clifford Group, LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
CVSCVS Health CorpStock7,527$444.6K0.4%History
MNDYmonday.com Ltd.SHS1,141$274.7K0.2%History
MCHPMicrochip Technology IncStock2,193$200.7K0.2%History