Clifford Group, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 12, 2025
Value $: $131M
Signature - Title: Sarah Ludden - Chief Compliance Officer
Location: Wayland, MA
Summary: This page shows a list of all the recent 13F filings made by Clifford Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clifford Group, LLC reported 75 stock holdings with total value $131M as of Q4 2024. Top holdings included VOO, SCHD, VXF, MGK, and EFV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	75	$131M	+$17.9M	-$3.8M	+$14.1M	VOO, SCHD, VXF, MGK, EFV	13F-HR	2/12/2025, 12:25 PM
Q3 2024	74	$129M	+$3.43M	-$5.17M	-$1.73M	VOO, SCHD, VXF, MGK, EFV	13F-HR	11/12/2024, 04:37 PM
Q2 2024	73	$124M	+$8.83M	-$5.77M	+$3.07M	VOO, SCHD, MGK, VXF, VGT	13F-HR	8/12/2024, 05:08 PM
Q1 2024	71	$121M	+$8.34M	-$2.99M	+$5.36M	VOO, SCHD, VXF, EFV, MUB	13F-HR	5/15/2024, 10:51 AM
Q4 2023	74	$108M	+$13.1M	-$6.19M	+$6.88M	VOO, SCHD, VXF, EFV, MUB	13F-HR	2/14/2024, 12:57 PM
Q3 2023	70	$92.2M	+$5.74M	-$3.58M	+$2.16M	VOO, SCHD, EFV, MUB, EELV	13F-HR	11/14/2023, 04:03 PM
Q2 2023	71	$93.1M	+$8.7M	-$1.87M	+$6.83M	VOO, SCHD, EFV, MUB, EELV	13F-HR	8/14/2023, 03:37 PM
Q1 2023	66	$82.5M	+$17.3M	-$17.8M	-$523K	VOO, SCHD, EFV, MUB, EELV	13F-HR	5/15/2023, 02:53 PM
Q4 2022	74	$80.1M	$0	$0		VOO, ESGU, EFV, SCHD, MUB	13F-HR	2/13/2023, 12:40 PM

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