Clifford Group, LLC Top Holdings and 13F Report (2025) About Clifford Group, LLCInvestment ActivityClifford Group, LLC has $107.05 million in total holdings as of March 31, 2025.Clifford Group, LLC owns shares of 76 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 7.27% of the portfolio was purchased this quarter.About 25.36% of the portfolio was sold this quarter.This quarter, Clifford Group, LLC has purchased 75 new stocks and bought additional shares in 26 stocks.Clifford Group, LLC sold shares of 31 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $30,667,882Vanguard Extended Market ETF $8,614,635Vanguard Mega Cap Growth ETF $8,360,463iShares MSCI EAFE Value ETF $5,123,476iShares National Muni Bond ETF $4,490,475 Largest New Holdings this Quarter 49845K101 - KLAVIYO INC $417,074 Holding911312106 - United Parcel Service $221,968 Holding58155Q103 - McKesson $221,414 HoldingL8681T102 - Spotify Technology $220,012 Holding67103H107 - O'Reilly Automotive $219,185 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 4,833 shares (about $2.48M)iShares National Muni Bond ETF 15,509 shares (about $1.64M)iShares MSCI EAFE Value ETF 10,248 shares (about $604.02K)Vanguard Extended Market ETF 3,257 shares (about $561.06K)KLAVIYO INC 13,783 shares (about $417.07K) Largest Sales this Quarter Schwab US Dividend Equity ETF 749,840 shares (about $20.97M)Abbott Laboratories 1,588 shares (about $210.66K)Accenture 540 shares (about $168.54K)Cisco Systems 2,483 shares (about $153.23K)Procter & Gamble 864 shares (about $147.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClifford Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$30,667,882$2,483,710 ▲8.8%59,67628.6%ETFVXFVanguard Extended Market ETF$8,614,635$561,056 ▲7.0%50,0098.0%ETFMGKVanguard Mega Cap Growth ETF$8,360,463$394,131 ▲4.9%27,0677.8%ETFEFViShares MSCI EAFE Value ETF$5,123,476$604,017 ▲13.4%86,9274.8%ETFMUBiShares National Muni Bond ETF$4,490,475$1,635,268 ▲57.3%42,5884.2%ETFVGTVanguard Information Technology ETF$3,311,905$85,157 ▲2.6%6,1063.1%ETFAMZNAmazon.com$2,588,522$10,464 ▲0.4%13,6052.4%Retail/WholesaleAAPLApple$2,352,319$3,110 ▼-0.1%10,5902.2%Computer and TechnologyMSFTMicrosoft$2,267,609$61,185 ▼-2.6%6,0412.1%Computer and TechnologySHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$2,193,700$137,802 ▲6.7%46,0862.0%FinanceIWFiShares Russell 1000 Growth ETF$2,191,455$44,414 ▼-2.0%6,0692.0%ETFNVDANVIDIA$2,160,339$26,661 ▲1.2%19,9332.0%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$1,950,276$11,346 ▼-0.6%42,1131.8%ETFIWDiShares Russell 1000 Value ETF$1,551,756$56,448 ▼-3.5%8,2471.4%ETFJPMJPMorgan Chase & Co.$1,407,377$11,285 ▲0.8%5,7371.3%FinanceGOOGLAlphabet$1,369,483$4,485 ▲0.3%8,8561.3%Computer and TechnologyMETAMeta Platforms$1,366,584$15,562 ▲1.2%2,3711.3%Computer and TechnologyADPAutomatic Data Processing$1,235,2580.0%4,0431.2%Business ServicesTSMTaiwan Semiconductor Manufacturing$897,752$5,976 ▲0.7%5,4080.8%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$798,342$4,068 ▼-0.5%34,7330.7%ETFAJGArthur J. Gallagher & Co.$758,347$42,111 ▼-5.3%2,1970.7%FinanceVVisa$719,845$30,140 ▲4.4%2,0540.7%Business ServicesMSMorgan Stanley$707,345$56,933 ▼-7.4%6,0630.7%FinanceCORCencora$683,772$65,624 ▼-8.8%2,4590.6%MedicalUNPUnion Pacific$679,405$83,390 ▼-10.9%2,8760.6%TransportationPGProcter & Gamble$667,552$147,247 ▼-18.1%3,9170.6%Consumer StaplesUNHUnitedHealth Group$651,627$123,097 ▼-15.9%1,2440.6%MedicalHLIHoulihan Lokey$651,370$34,240 ▼-5.0%4,0330.6%FinanceVNQVanguard Real Estate ETF$612,542$60,213 ▼-9.0%6,7650.6%ETFHDHome Depot$589,243$74,022 ▼-11.2%1,6080.6%Retail/WholesalePAYXPaychex$568,382$147,033 ▼-20.6%3,6840.5%Business ServicesCSCOCisco Systems$564,093$153,226 ▼-21.4%9,1410.5%Computer and TechnologyACNAccenture$545,877$168,538 ▼-23.6%1,7490.5%Computer and TechnologyNSPInsperity$530,3830.0%5,9440.5%Business ServicesABTAbbott Laboratories$527,715$210,661 ▼-28.5%3,9780.5%MedicalCOSTCostco Wholesale$496,9830.0%5250.5%Retail/WholesaleNEENextEra Energy$474,306$64,507 ▼-12.0%6,6910.4%UtilitiesIFRAiShares U.S. Infrastructure ETF$471,956$22,084 ▲4.9%10,4720.4%ETFPSXPhillips 66$419,213$79,027 ▼-15.9%3,3950.4%EnergyKLAVIYO INC$417,074$417,074 ▲New Holding13,7830.4%COM SER ATE CONNECTIVITY PLC$415,759$111,783 ▼-21.2%2,9420.4%ORD SHSAVGOBroadcom$413,3260.0%2,4690.4%Computer and TechnologyGOOGAlphabet$412,2910.0%2,6390.4%Computer and TechnologyLLYEli Lilly and Company$404,696$4,130 ▲1.0%4900.4%MedicalHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$383,041$51,070 ▲15.4%15,1880.4%ETFSPYSPDR S&P 500 ETF Trust$378,131$68,802 ▼-15.4%6760.4%FinanceGSThe Goldman Sachs Group$377,4860.0%6910.4%FinanceBRK.BBerkshire Hathaway$358,426$3,728 ▲1.1%6730.3%FinanceIUSViShares Core S&P U.S. Value ETF$352,4560.0%3,8190.3%ManufacturingADIAnalog Devices$345,4610.0%1,7130.3%Computer and TechnologyPEPPepsiCo$331,495$36,433 ▲12.3%2,2110.3%Consumer StaplesETNEaton$312,061$4,893 ▲1.6%1,1480.3%IndustrialsORCLOracle$305,764$280 ▼-0.1%2,1870.3%Computer and TechnologyAXPAmerican Express$305,6410.0%1,1360.3%FinanceVBVanguard Small-Cap ETF$304,6850.0%1,3740.3%ETFPLDPrologis$300,127$93,671 ▼-23.8%2,6850.3%FinanceAONAON$283,4900.0%7100.3%FinanceHONHoneywell International$278,875$11,858 ▼-4.1%1,3170.3%Multi-Sector ConglomeratesFISFidelity National Information Services$276,344$67,144 ▲32.1%3,7000.3%Business ServicesDEDeere & Company$271,2840.0%5780.3%IndustrialsCRMSalesforce$268,360$6,172 ▲2.4%1,0000.3%Computer and TechnologyTMOThermo Fisher Scientific$257,280$13,436 ▲5.5%5170.2%MedicalWMTWalmart$251,957$2,195 ▲0.9%2,8700.2%Retail/WholesaleDHRDanaher$248,279$10,251 ▼-4.0%1,2110.2%MedicalTGTTarget$229,671$60,626 ▲35.9%2,2010.2%Retail/WholesaleBLACKROCK INC$228,293$8,525 ▼-3.6%2410.2%COMUPSUnited Parcel Service$221,968$221,968 ▲New Holding2,0180.2%TransportationMCKMcKesson$221,414$221,414 ▲New Holding3290.2%MedicalSPOTSpotify Technology$220,012$220,012 ▲New Holding4000.2%Business ServicesORLYO'Reilly Automotive$219,185$219,185 ▲New Holding1530.2%Retail/WholesaleHLTHilton Worldwide$213,8970.0%9400.2%Consumer DiscretionaryVTVanguard Total World Stock ETF$207,898$116 ▼-0.1%1,7930.2%ETFSCHDSchwab US Dividend Equity ETF$205,730$20,965,559 ▼-99.0%7,3580.2%ETFPINSPinterest$203,670$28,117 ▼-12.1%6,5700.2%Computer and TechnologyISRGIntuitive Surgical$201,575$4,953 ▲2.5%4070.2%MedicalVTIVanguard Total Stock Market ETF$200,084$200,084 ▲New Holding7280.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$0$2,384,967 ▼-100.0%00.0%ETFSPTLSPDR Portfolio Long Term Treasury ETF$0$1,067,194 ▼-100.0%00.0%ETFTSLATesla$0$302,880 ▼-100.0%00.0%Auto/Tires/TrucksGLDSPDR Gold Shares$0$207,505 ▼-100.0%00.0%FinanceKKRKKR & Co. Inc.$0$200,122 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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