The Analysis of Clifford Group, LLC's Holdings
Currently, Clifford Group, LLC holds 76 types of securities in its portfolio with a total value $129.5M. In the most recent quarter, they have increased their positions in N/A (+1.1K shares, valued at $664.8K), WMT (+3.1K shares, valued at $347.6K), IVV (+312 shares, valued at $213.7K); decreased their positions in NVDA (-1.7K shares, valued at $314.4K), N/A (-504 shares, valued at $157.8K), N/A (-571 shares, valued at $153.3K); initiated new positions in IVV (+312 shares, valued at $213.7K), CB (+643 shares, valued at $200.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MGK VANGUARD WORLD FD27.9K shares0.91%2025-12-312026-02-13
VXF VANGUARD INDEX FDS53.7K shares0.54%2025-12-312026-02-13 EFV ISHARES TR85.0K shares0.44%2025-12-312026-02-13 VGT VANGUARD WORLD FD6.4K shares1.23%2025-12-312026-02-13 NVDA NVIDIA CORPORATION18.0K shares-8.56%2025-12-312026-02-13 MUB ISHARES TR30.0K shares-0.05%2025-12-312026-02-13 AMZN AMAZON COM INC13.3K shares-1.27%2025-12-312026-02-13 MSFT MICROSOFT CORP5.5K shares-1.56%2025-12-312026-02-13 IWF ISHARES TR5.5K shares-5.48%2025-12-312026-02-13 AAPL APPLE INC9.5K shares-1.44%2025-12-312026-02-13 ALPHABET INC ALPHABET INC8.3K shares-5.76%2025-12-312026-02-13 SHM SPDR SERIES TRUST45.8K shares-0.39%2025-12-312026-02-13 JPM JPMORGAN CHASE & CO.5.3K shares-0.80%2025-12-312026-02-13 IWD ISHARES TR8.0K shares-0.29%2025-12-312026-02-13 META META PLATFORMS INC2.4K shares0.00%2025-12-312026-02-13 TSM TAIWAN SEMICONDUCTOR MFG LTD4.2K shares-3.43%2025-12-312026-02-13 ADP AUTOMATIC DATA PROCESSING IN4.0K shares-0.35%2025-12-312026-02-13 GOVT ISHARES TR41.5K shares10.75%2025-12-312026-02-13 MS MORGAN STANLEY5.3K shares-3.34%2025-12-312026-02-13 ALPHABET INC ALPHABET INC2.6K shares-0.42%2025-12-312026-02-13 BROADCOM INC BROADCOM INC2.3K shares0.00%2025-12-312026-02-13 VNQ VANGUARD INDEX FDS8.6K shares5.82%2025-12-312026-02-13 CENCORA INC CENCORA INC2.2K shares-3.04%2025-12-312026-02-13 V VISA INC2.0K shares-2.00%2025-12-312026-02-13 WMT WALMART INC6.0K shares108.71%2025-12-312026-02-13 HLI HOULIHAN LOKEY INC3.8K shares1.14%2025-12-312026-02-13 CSCO CISCO SYS INC8.2K shares-3.25%2025-12-312026-02-13 HYMB SPDR SERIES TRUST25.1K shares-3.30%2025-12-312026-02-13 IFRA ISHARES TR11.7K shares4.14%2025-12-312026-02-13 GS GOLDMAN SACHS GROUP INC691 shares0.00%2025-12-312026-02-13 AJG GALLAGHER ARTHUR J & CO2.2K shares-0.69%2025-12-312026-02-13 NEE NEXTERA ENERGY INC6.5K shares-4.62%2025-12-312026-02-13 UNP UNION PAC CORP2.2K shares-7.88%2025-12-312026-02-13 ABT ABBOTT LABS4.1K shares-3.18%2025-12-312026-02-13 HD HOME DEPOT INC1.5K shares-2.24%2025-12-312026-02-13 PG PROCTER AND GAMBLE CO3.3K shares-7.12%2025-12-312026-02-13 LLY ELI LILLY & CO442 shares0.00%2025-12-312026-02-13 ADI ANALOG DEVICES INC1.7K shares0.00%2025-12-312026-02-13 PLD PROLOGIS INC.3.5K shares2.59%2025-12-312026-02-13 COST COSTCO WHSL CORP NEW505 shares-3.81%2025-12-312026-02-13 PSX PHILLIPS 663.3K shares1.97%2025-12-312026-02-13 ORCL ORACLE CORP2.2K shares0.00%2025-12-312026-02-13 KVYO KLAVIYO INC13.1K shares0.00%2025-12-312026-02-13 AXP AMERICAN EXPRESS CO1.1K shares0.00%2025-12-312026-02-13 GLDM WORLD GOLD TR4.6K shares1.45%2025-12-312026-02-13 LINDE PLC LINDE PLC844 shares-7.25%2025-12-312026-02-13 VB VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-02-13 PEP PEPSICO INC2.4K shares-1.25%2025-12-312026-02-13 TSLA TESLA INC760 shares0.00%2025-12-312026-02-13 PAYX PAYCHEX INC3.0K shares-11.67%2025-12-312026-02-13 IUSV ISHARES TR3.2K shares-16.78%2025-12-312026-02-13 UNH UNITEDHEALTH GROUP INC958 shares-12.91%2025-12-312026-02-13 NSP INSPERITY INC7.9K shares0.00%2025-12-312026-02-13 TMO THERMO FISHER SCIENTIFIC INC488 shares-1.81%2025-12-312026-02-13 DHR DANAHER CORPORATION1.2K shares-1.16%2025-12-312026-02-13 HLT HILTON WORLDWIDE HLDGS INC940 shares0.00%2025-12-312026-02-13 MCK MCKESSON CORP329 shares0.00%2025-12-312026-02-13 DE DEERE & CO578 shares-18.25%2025-12-312026-02-13 SHE SPDR SERIES TRUST2.0K shares1.81%2025-12-312026-02-13 SPY SPDR S&P 500 ETF TR383 shares-9.03%2025-12-312026-02-13 VT VANGUARD INTL EQUITY INDEX F1.8K shares0.00%2025-12-312026-02-13 AON PLC AON PLC710 shares0.00%2025-12-312026-02-13 VTI VANGUARD INDEX FDS728 shares0.00%2025-12-312026-02-13 SCHD SCHWAB STRATEGIC TR8.8K shares-11.59%2025-12-312026-02-13 CRM SALESFORCE INC885 shares-3.49%2025-12-312026-02-13 SPOT SPOTIFY TECHNOLOGY S A400 shares0.00%2025-12-312026-02-13 HON HONEYWELL INTL INC1.2K shares-9.13%2025-12-312026-02-13 IVV ISHARES TR312 sharesnew addition2025-12-312026-02-13 ORLY OREILLY AUTOMOTIVE INC2.3K shares0.00%2025-12-312026-02-13 CB CHUBB LIMITED643 sharesnew addition2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available