The Analysis of Clifford Group, LLC's Holdings
Currently, Clifford Group, LLC holds 81 types of securities in its portfolio with a total value $128.4M. In the most recent quarter, they have increased their positions in VOO (+1.6K shares, valued at $952.3K), GLDM (+4.5K shares, valued at $343.9K), VXF (+1.4K shares, valued at $291.8K); decreased their positions in MUB (-13.1K shares, valued at $1.4M), TSM (-940 shares, valued at $262.5K), MSFT (-429 shares, valued at $222.2K); initiated new positions in GLDM (+4.5K shares, valued at $343.9K), APP (+288 shares, valued at $206.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS63.8K shares2.50%2025-09-302025-11-14
VXF VANGUARD INDEX FDS53.4K shares2.68%2025-09-302025-11-14 MGK VANGUARD WORLD FD27.7K shares-0.94%2025-09-302025-11-14 EFV ISHARES TR84.6K shares-0.74%2025-09-302025-11-14 VGT VANGUARD WORLD FD6.3K shares-3.49%2025-09-302025-11-14 NVDA NVIDIA CORPORATION19.7K shares-1.16%2025-09-302025-11-14 MUB ISHARES TR30.0K shares-30.45%2025-09-302025-11-14 AMZN AMAZON COM INC13.4K shares0.16%2025-09-302025-11-14 MSFT MICROSOFT CORP5.6K shares-7.13%2025-09-302025-11-14 IWF ISHARES TR5.8K shares-1.44%2025-09-302025-11-14 AAPL APPLE INC9.7K shares-1.92%2025-09-302025-11-14 SHM SPDR SERIES TRUST46.0K shares7.54%2025-09-302025-11-14 GOOGL ALPHABET INC8.8K shares0.27%2025-09-302025-11-14 META META PLATFORMS INC2.4K shares0.00%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.5.4K shares-2.88%2025-09-302025-11-14 IWD ISHARES TR8.0K shares-0.02%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD4.4K shares-17.61%2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN4.0K shares0.00%2025-09-302025-11-14 MS MORGAN STANLEY5.5K shares-8.78%2025-09-302025-11-14 GOVT ISHARES TR37.5K shares4.47%2025-09-302025-11-14 AVGO BROADCOM INC2.3K shares0.00%2025-09-302025-11-14 HLI HOULIHAN LOKEY INC3.8K shares-6.53%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS8.1K shares15.18%2025-09-302025-11-14 COR CENCORA INC2.3K shares-5.19%2025-09-302025-11-14 V VISA INC2.1K shares0.00%2025-09-302025-11-14 AJG GALLAGHER ARTHUR J & CO2.2K shares-1.63%2025-09-302025-11-14 HYMB SPDR SERIES TRUST26.0K shares49.33%2025-09-302025-11-14 GOOG ALPHABET INC2.6K shares0.00%2025-09-302025-11-14 TEL TE CONNECTIVITY PLC2.8K shares-4.69%2025-09-302025-11-14 ORCL ORACLE CORP2.2K shares0.00%2025-09-302025-11-14 HD HOME DEPOT INC1.5K shares-7.04%2025-09-302025-11-14 IFRA ISHARES TR11.3K shares3.52%2025-09-302025-11-14 CSCO CISCO SYS INC8.5K shares-9.04%2025-09-302025-11-14 UNP UNION PAC CORP2.4K shares5.95%2025-09-302025-11-14 ABT ABBOTT LABS4.2K shares5.88%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO3.6K shares-8.84%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC691 shares0.00%2025-09-302025-11-14 NEE NEXTERA ENERGY INC6.8K shares15.54%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW525 shares0.00%2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND2.0K shares13.08%2025-09-302025-11-14 PSX PHILLIPS 663.3K shares7.22%2025-09-302025-11-14 PAYX PAYCHEX INC3.4K shares-8.23%2025-09-302025-11-14 LIN LINDE PLC910 shares21.98%2025-09-302025-11-14 ETN EATON CORP PLC1.1K shares0.00%2025-09-302025-11-14 ADI ANALOG DEVICES INC1.7K shares0.00%2025-09-302025-11-14 PLD PROLOGIS INC.3.4K shares15.46%2025-09-302025-11-14 NSP INSPERITY INC7.9K shares32.55%2025-09-302025-11-14 IUSV ISHARES TR3.8K shares0.00%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC1.1K shares10.22%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO1.1K shares0.00%2025-09-302025-11-14 KVYO KLAVIYO INC13.1K shares-7.73%2025-09-302025-11-14 VB VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-11-14 PEP PEPSICO INC2.5K shares12.14%2025-09-302025-11-14 GLDM WORLD GOLD TR4.5K sharesnew addition2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL673 shares0.00%2025-09-302025-11-14 TSLA TESLA INC760 shares0.00%2025-09-302025-11-14 LLY ELI LILLY & CO442 shares0.00%2025-09-302025-11-14 DE DEERE & CO707 shares0.00%2025-09-302025-11-14 UPS UNITED PARCEL SERVICE INC3.8K shares65.40%2025-09-302025-11-14 FIS FIDELITY NATL INFORMATION SV4.7K shares25.38%2025-09-302025-11-14 WMT WALMART INC2.9K shares0.00%2025-09-302025-11-14 BLK BLACKROCK INC241 shares0.00%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR421 shares-6.24%2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A400 shares0.00%2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR10.0K shares12.86%2025-09-302025-11-14 HON HONEYWELL INTL INC1.3K shares-1.82%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC2.7K shares0.00%2025-09-302025-11-14 MCK MCKESSON CORP329 shares0.00%2025-09-302025-11-14 AON AON PLC710 shares0.00%2025-09-302025-11-14 SHE SPDR SERIES TRUST2.0K shares18.51%2025-09-302025-11-14 NFLX NETFLIX INC207 shares0.00%2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC2.3K shares0.00%2025-09-302025-11-14 VT VANGUARD INTL EQUITY INDEX F1.8K shares0.00%2025-09-302025-11-14 HLT HILTON WORLDWIDE HLDGS INC940 shares0.00%2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC INC497 shares0.00%2025-09-302025-11-14 VTI VANGUARD INDEX FDS728 shares0.00%2025-09-302025-11-14 DHR DANAHER CORPORATION1.2K shares0.00%2025-09-302025-11-14 CRM SALESFORCE INC917 shares-23.33%2025-09-302025-11-14 TT TRANE TECHNOLOGIES PLC497 shares0.00%2025-09-302025-11-14 MA MASTERCARD INCORPORATED367 shares0.00%2025-09-302025-11-14 APP APPLOVIN CORP288 sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available