Clifford Group, LLC
- SEC CIK
- 0001965522
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 76
- +1 vs. Q4 2024
- Portfolio value
- $107.0M
- −$24.1M (−18.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 59,676 | $30.7M | 28.6% | +4,833+8.8% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 50,009 | $8.61M | 8.0% | +3,257+7.0% | Added | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 27,067 | $8.36M | 7.8% | +1,276+4.9% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 86,927 | $5.12M | 4.8% | +10,248+13.4% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 42,588 | $4.49M | 4.2% | +15,509+57.3% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 6,106 | $3.31M | 3.1% | +157+2.6% | Added | – |
| AMZNAmazon Com Inc | Stock | 13,605 | $2.59M | 2.4% | +55+0.4% | Added | History |
| AAPLApple Inc. | Stock | 10,590 | $2.35M | 2.2% | −14−0.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 6,041 | $2.27M | 2.1% | −163−2.6% | Reduced | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 46,086 | $2.19M | 2.0% | +2,895+6.7% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,069 | $2.19M | 2.0% | −123−2.0% | Reduced | – |
| NVDANVIDIA Corp | Stock | 19,933 | $2.16M | 2.0% | +246+1.2% | Added | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 42,113 | $1.95M | 1.8% | −245−0.6% | Reduced | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,247 | $1.55M | 1.4% | −300−3.5% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 5,737 | $1.41M | 1.3% | +46+0.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 8,856 | $1.37M | 1.3% | +29+0.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 2,371 | $1.37M | 1.3% | +27+1.2% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 4,043 | $1.24M | 1.2% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,408 | $897.8K | 0.8% | +36+0.7% | Added | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 34,733 | $798.3K | 0.7% | −177−0.5% | Reduced | – |
| AJGArthur J. Gallagher & Co. | COM | 2,197 | $758.3K | 0.7% | −122−5.3% | Reduced | History |
| VVisa Inc. | Stock | 2,054 | $719.8K | 0.7% | +86+4.4% | Added | History |
| MSMorgan Stanley | Stock | 6,063 | $707.3K | 0.7% | −488−7.4% | Reduced | History |
| CORCencora, Inc. | Stock | 2,459 | $683.8K | 0.6% | −236−8.8% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 2,876 | $679.4K | 0.6% | −353−10.9% | Reduced | History |
| PGProcter & Gamble Co | Stock | 3,917 | $667.6K | 0.6% | −864−18.1% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,244 | $651.6K | 0.6% | −235−15.9% | Reduced | History |
| HLIHoulihan Lokey, Inc. | CL A | 4,033 | $651.4K | 0.6% | −212−5.0% | Reduced | History |
| Vanguard Real Estate ETF922908553 | ETF | 6,765 | $612.5K | 0.6% | −665−9.0% | Reduced | – |
| HDHome Depot, Inc. | Stock | 1,608 | $589.2K | 0.6% | −202−11.2% | Reduced | History |
| PAYXPaychex Inc | Stock | 3,684 | $568.4K | 0.5% | −953−20.6% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 9,141 | $564.1K | 0.5% | −2,483−21.4% | Reduced | History |
| ACNAccenture plc | Stock | 1,749 | $545.9K | 0.5% | −540−23.6% | Reduced | History |
| NSPInsperity, Inc. | COM | 5,944 | $530.4K | 0.5% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 3,978 | $527.7K | 0.5% | −1,588−28.5% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 525 | $497.0K | 0.5% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 6,691 | $474.3K | 0.4% | −910−12.0% | Reduced | History |
| iShares Tr46435U713 | US INFRASTRUC | 10,472 | $472.0K | 0.4% | +490+4.9% | Added | – |
| PSXPhillips 66 | Stock | 3,395 | $419.2K | 0.4% | −640−15.9% | Reduced | History |
| KVYOKlaviyo, Inc. | COM SER A | 13,783 | $417.1K | 0.4% | +13,783 | New | History |
| TELTE Connectivity plc | Stock | 2,942 | $415.8K | 0.4% | −791−21.2% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 2,469 | $413.3K | 0.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,639 | $412.3K | 0.4% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 490 | $404.7K | 0.4% | +5+1.0% | Added | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 15,188 | $383.0K | 0.4% | +2,025+15.4% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 676 | $378.1K | 0.4% | −123−15.4% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 691 | $377.5K | 0.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 673 | $358.4K | 0.3% | +7+1.1% | Added | History |
| iShares Core S&P US Value ETF464287663 | ETF | 3,819 | $352.5K | 0.3% | 00.0% | Unchanged | – |
| ADIAnalog Devices Inc | Stock | 1,713 | $345.5K | 0.3% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 2,211 | $331.5K | 0.3% | +243+12.3% | Added | History |
| ETNEaton Corp plc | Stock | 1,148 | $312.1K | 0.3% | +18+1.6% | Added | History |
| ORCLOracle Corp | Stock | 2,187 | $305.8K | 0.3% | −2−0.1% | Reduced | History |
| AXPAmerican Express Co | Stock | 1,136 | $305.6K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $304.7K | 0.3% | 00.0% | Unchanged | – |
| PLDPrologis, Inc. | REIT | 2,685 | $300.1K | 0.3% | −838−23.8% | Reduced | History |
| AONAon plc | CL A | 710 | $283.5K | 0.3% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 1,317 | $278.9K | 0.3% | −56−4.1% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 3,700 | $276.3K | 0.3% | +899+32.1% | Added | History |
| DEDeere & Co | Stock | 578 | $271.3K | 0.3% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,000 | $268.4K | 0.3% | +23+2.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 517 | $257.3K | 0.2% | +27+5.5% | Added | History |
| WMTWalmart Inc. | Stock | 2,870 | $252.0K | 0.2% | +25+0.9% | Added | History |
| DHRDanaher Corp | Stock | 1,211 | $248.3K | 0.2% | −50−4.0% | Reduced | History |
| TGTTarget Corp | Stock | 2,201 | $229.7K | 0.2% | +581+35.9% | Added | History |
| BLKBlackRock, Inc. | Stock | 241 | $228.3K | 0.2% | −9−3.6% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 2,018 | $222.0K | 0.2% | +2,018 | New | History |
| MCKMcKesson Corp | Stock | 329 | $221.4K | 0.2% | +329 | New | History |
| SPOTSpotify Technology S.A. | Stock | 400 | $220.0K | 0.2% | +400 | New | History |
| ORLYO Reilly Automotive Inc | Stock | 153 | $219.2K | 0.2% | +153 | New | History |
| HLTHilton Worldwide Holdings Inc. | COM | 940 | $213.9K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 1,793 | $207.9K | 0.2% | −1−0.1% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,358 | $205.7K | 0.2% | −749,840−99.0% | Reduced | – |
| PINSPinterest, Inc. | CL A | 6,570 | $203.7K | 0.2% | −907−12.1% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 407 | $201.6K | 0.2% | +10+2.5% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 728 | $200.1K | 0.2% | +728 | New | – |
Sold out since Q4 2024 (5)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 72,801 | $2.38M | 1.8% | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 40,748 | $1.07M | 0.8% | – |
| TSLATesla, Inc. | Stock | 750 | $302.9K | 0.2% | History |
| GLDSPDR Gold Trust | ETF | 857 | $207.5K | 0.2% | History |
| KKRKKR & Co. Inc. | COM | 1,353 | $200.1K | 0.2% | History |