Clifford Group, LLC
- SEC CIK
- 0001965522
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 75
- +1 vs. Q3 2024
- Portfolio value
- $131.2M
- +$2.60M (+2.0%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 54,843 | $29.5M | 22.5% | +1,805+3.4% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 757,198 | $20.7M | 15.8% | +32,035+4.4% | AddedConverted for a 3-for-1 split | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 46,752 | $8.88M | 6.8% | +943+2.1% | Added | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 25,791 | $8.86M | 6.8% | +1,232+5.0% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 76,679 | $4.02M | 3.1% | +2,147+2.9% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 5,949 | $3.70M | 2.8% | +159+2.7% | Added | – |
| AMZNAmazon Com Inc | Stock | 13,550 | $2.97M | 2.3% | +953+7.6% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 27,079 | $2.89M | 2.2% | −9,874−26.7% | Reduced | – |
| AAPLApple Inc. | Stock | 10,604 | $2.66M | 2.0% | +24+0.2% | Added | History |
| NVDANVIDIA Corp | Stock | 19,687 | $2.64M | 2.0% | +101+0.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 6,204 | $2.61M | 2.0% | +44+0.7% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,192 | $2.49M | 1.9% | −241−3.7% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 72,801 | $2.38M | 1.8% | +6,105+9.2% | Added | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 43,191 | $2.05M | 1.6% | +477+1.1% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 42,358 | $1.92M | 1.5% | +3,508+9.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 8,827 | $1.67M | 1.3% | +30+0.3% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,547 | $1.58M | 1.2% | −29−0.3% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 2,344 | $1.37M | 1.0% | +108+4.8% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 5,691 | $1.36M | 1.0% | −3−0.1% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 4,043 | $1.18M | 0.9% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 40,748 | $1.07M | 0.8% | −21,061−34.1% | Reduced | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,372 | $1.06M | 0.8% | +25+0.5% | Added | History |
| MSMorgan Stanley | Stock | 6,551 | $823.6K | 0.6% | −101−1.5% | Reduced | History |
| ACNAccenture plc | Stock | 2,289 | $805.4K | 0.6% | −4−0.2% | Reduced | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 34,910 | $802.2K | 0.6% | +2,924+9.1% | Added | – |
| PGProcter & Gamble Co | Stock | 4,781 | $801.5K | 0.6% | +320+7.2% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 1,479 | $748.2K | 0.6% | +10+0.7% | Added | History |
| HLIHoulihan Lokey, Inc. | CL A | 4,245 | $737.2K | 0.6% | −134−3.1% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 3,229 | $736.3K | 0.6% | −137−4.1% | Reduced | History |
| HDHome Depot, Inc. | Stock | 1,810 | $704.0K | 0.5% | +9+0.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 11,624 | $688.1K | 0.5% | −42−0.4% | Reduced | History |
| Vanguard Real Estate ETF922908553 | ETF | 7,430 | $661.9K | 0.5% | +448+6.4% | Added | – |
| AJGArthur J. Gallagher & Co. | COM | 2,319 | $658.1K | 0.5% | +17+0.7% | Added | History |
| PAYXPaychex Inc | Stock | 4,637 | $650.1K | 0.5% | +39+0.8% | Added | History |
| ABTAbbott Laboratories | Stock | 5,566 | $629.6K | 0.5% | −78−1.4% | Reduced | History |
| VVisa Inc. | Stock | 1,968 | $622.0K | 0.5% | 00.0% | Unchanged | History |
| CORCencora, Inc. | Stock | 2,695 | $605.5K | 0.5% | +129+5.0% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,469 | $572.3K | 0.4% | −40−1.6% | Reduced | History |
| NEENextera Energy Inc | Stock | 7,601 | $544.9K | 0.4% | −2,121−21.8% | Reduced | History |
| TELTE Connectivity plc | Stock | 3,733 | $533.8K | 0.4% | −17−0.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 2,639 | $502.6K | 0.4% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 525 | $481.5K | 0.4% | +6+1.2% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 799 | $468.3K | 0.4% | +44+5.8% | Added | History |
| iShares Tr46435U713 | US INFRASTRUC | 9,982 | $462.1K | 0.4% | +102+1.0% | Added | – |
| NSPInsperity, Inc. | COM | 5,944 | $460.7K | 0.4% | 00.0% | Unchanged | History |
| PSXPhillips 66 | Stock | 4,035 | $459.7K | 0.4% | −274−6.4% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 691 | $395.7K | 0.3% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 1,130 | $375.0K | 0.3% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 485 | $374.4K | 0.3% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 3,523 | $372.3K | 0.3% | −1,429−28.9% | Reduced | History |
| ORCLOracle Corp | Stock | 2,189 | $364.8K | 0.3% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,713 | $363.9K | 0.3% | 00.0% | Unchanged | History |
| iShares Core S&P US Value ETF464287663 | ETF | 3,819 | $353.6K | 0.3% | 00.0% | Unchanged | – |
| AXPAmerican Express Co | Stock | 1,136 | $337.2K | 0.3% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 13,163 | $336.7K | 0.3% | +1,291+10.9% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $330.1K | 0.3% | 00.0% | Unchanged | – |
| CRMSalesforce, Inc. | Stock | 977 | $326.6K | 0.2% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 1,373 | $310.1K | 0.2% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 750 | $302.9K | 0.2% | −67−8.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 666 | $301.9K | 0.2% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 1,968 | $299.2K | 0.2% | −856−30.3% | Reduced | History |
| DHRDanaher Corp | Stock | 1,261 | $289.5K | 0.2% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 2,845 | $257.0K | 0.2% | +12+0.4% | Added | History |
| BLKBlackRock, Inc. | Stock | 250 | $256.5K | 0.2% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 710 | $255.1K | 0.2% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 490 | $254.9K | 0.2% | −2−0.4% | Reduced | History |
| DEDeere & Co | Stock | 578 | $244.9K | 0.2% | 00.0% | Unchanged | History |
| HLTHilton Worldwide Holdings Inc. | COM | 940 | $232.3K | 0.2% | 00.0% | Unchanged | History |
| FISFidelity National Information Services, Inc. | Stock | 2,801 | $226.3K | 0.2% | +2,801 | New | History |
| TGTTarget Corp | Stock | 1,620 | $218.9K | 0.2% | −2,229−57.9% | Reduced | History |
| PINSPinterest, Inc. | CL A | 7,477 | $216.8K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 1,794 | $210.7K | 0.2% | +1+0.1% | Added | – |
| GLDSPDR Gold Trust | ETF | 857 | $207.5K | 0.2% | +857 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 397 | $207.2K | 0.2% | +397 | New | History |
| KKRKKR & Co. Inc. | COM | 1,353 | $200.1K | 0.2% | +1,353 | New | History |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.