Archford Capital Strategies
Latest statistics and disclosures from Archford Capital Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, MSFT, NVDA, AAPL, IEMG, and represent 17.72% of Archford Capital Strategies's stock portfolio.
- Added to shares of these 10 stocks: VB (+$9.1M), IEMG (+$8.6M), DFGP (+$7.9M), FNDX (+$7.7M), SCHG (+$6.0M), MBB (+$5.6M), AGGS (+$5.5M), SPLG (+$5.2M), USIG, SIHY.
- Started 27 new stock positions in MLI, MAPP, DOX, HALO, TIGO, AGGS, IAU, EXEL, HLN, MBB.
- Reduced shares in these 10 stocks: BND (-$20M), VUG (-$11M), VTV (-$8.2M), BSV (-$6.8M), FNDF (-$6.1M), BBUS (-$5.2M), VBK, VIGI, SFLR, KOF.
- Sold out of its positions in AME, ELV, EAT, CME, C, CL, DELL, SOXL, FI, GNOM. QYLD, GSIE, GEM, EEMV, AGG, SHV, MATX, PSX, ROP, BILS, SBUX, TMUS, UL, ZTS.
- Archford Capital Strategies was a net buyer of stock by $3.5M.
- Archford Capital Strategies has $840M in assets under management (AUM), dropping by 7.41%.
- Central Index Key (CIK): 0001606609
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Portfolio Holdings for Archford Capital Strategies
Archford Capital Strategies holds 324 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 4.4 | $37M | +13% | 427k | 87.31 |
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| Microsoft Corporation (MSFT) | 3.9 | $33M | 63k | 517.95 |
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| NVIDIA Corporation (NVDA) | 3.4 | $29M | 154k | 186.58 |
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| Apple (AAPL) | 3.1 | $26M | 102k | 254.63 |
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| Ishares Core Msci Emkt (IEMG) | 2.9 | $24M | +54% | 368k | 65.92 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 2.6 | $22M | +31% | 280k | 78.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.2 | $18M | -37% | 38k | 479.62 |
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| Visa Com Cl A (V) | 1.9 | $16M | 48k | 341.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $16M | -10% | 32k | 502.74 |
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| Harbor Etf Trust Panagora Dynamic (INFO) | 1.9 | $16M | +10% | 663k | 23.85 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $14M | -5% | 59k | 243.10 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 1.7 | $14M | +119% | 542k | 26.30 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.7 | $14M | +75% | 436k | 31.91 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 1.7 | $14M | +27% | 344k | 40.35 |
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| Broadcom (AVGO) | 1.5 | $13M | +2% | 39k | 329.91 |
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| Amazon (AMZN) | 1.3 | $11M | -7% | 49k | 219.57 |
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| Advisors Inner Circle Fd Iii Strategas Macro (SAMT) | 1.3 | $11M | +33% | 282k | 37.27 |
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| Select Sector Spdr Tr Financial (XLF) | 1.2 | $9.7M | -2% | 180k | 53.87 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $9.6M | -67% | 129k | 74.37 |
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| Harbor Etf Trust Internatnal Comp (OSEA) | 1.1 | $9.4M | +24% | 319k | 29.57 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $9.2M | -4% | 29k | 315.43 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $9.1M | NEW | 36k | 254.28 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.0 | $8.8M | -8% | 147k | 60.03 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 1.0 | $8.4M | +2% | 223k | 37.77 |
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| Harbor Etf Trust Long Term Grower (WINN) | 1.0 | $8.1M | +24% | 261k | 31.16 |
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| Altria (MO) | 0.9 | $7.9M | +2% | 120k | 66.06 |
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| Dimensional Etf Trust Global Core Plus (DFGP) | 0.9 | $7.9M | NEW | 142k | 55.57 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $7.7M | +43% | 14k | 568.81 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.9 | $7.6M | 106k | 71.94 |
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| Wal-Mart Stores (WMT) | 0.9 | $7.5M | +2% | 72k | 103.06 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.9 | $7.4M | 193k | 38.57 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.8 | $6.8M | +10% | 135k | 50.73 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.8 | $6.8M | -13% | 89k | 76.45 |
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| Harbor Etf Trust Scientific High (SIHY) | 0.7 | $6.0M | +306% | 129k | 46.37 |
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| Harbor Etf Trust Human Cap Large (HAPI) | 0.7 | $5.8M | +11% | 143k | 40.26 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.7 | $5.8M | -29% | 182k | 31.53 |
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| Ishares Tr Mbs Etf (MBB) | 0.7 | $5.6M | NEW | 59k | 95.15 |
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| TJX Companies (TJX) | 0.7 | $5.5M | +2% | 38k | 144.54 |
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| Harbor Etf Trust Disciplined Bond (AGGS) | 0.7 | $5.5M | NEW | 132k | 41.66 |
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| Costco Wholesale Corporation (COST) | 0.6 | $5.0M | 5.5k | 925.63 |
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| Cisco Systems (CSCO) | 0.6 | $4.9M | +333% | 72k | 68.42 |
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| Cal Maine Foods Com New (CALM) | 0.6 | $4.8M | -30% | 51k | 94.10 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.6 | $4.7M | NEW | 91k | 52.22 |
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| Select Sector Spdr Tr Communication (XLC) | 0.6 | $4.7M | +10% | 40k | 118.37 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.5 | $4.6M | 164k | 27.97 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.5 | $4.6M | +6% | 140k | 32.79 |
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| Harbor Etf Trust Active Small Cap (SMLL) | 0.5 | $4.6M | +57% | 216k | 21.32 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.5M | -3% | 18k | 243.55 |
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| Vanguard Index Fds Value Etf (VTV) | 0.5 | $4.3M | -65% | 23k | 186.49 |
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| Verisign (VRSN) | 0.5 | $4.0M | 14k | 279.58 |
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| Netflix (NFLX) | 0.5 | $4.0M | +10% | 3.3k | 1198.92 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $3.8M | -3% | 34k | 112.75 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.5 | $3.8M | +80% | 116k | 32.82 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $3.8M | NEW | 87k | 43.30 |
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| Arista Networks Com Shs (ANET) | 0.4 | $3.7M | -4% | 26k | 145.71 |
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| Jabil Circuit (JBL) | 0.4 | $3.4M | +8% | 16k | 217.18 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $3.4M | -18% | 19k | 182.42 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $3.4M | NEW | 26k | 128.24 |
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| AmerisourceBergen (COR) | 0.4 | $3.4M | -3% | 11k | 312.54 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $3.3M | -3% | 4.4k | 746.63 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.4 | $3.3M | +9% | 108k | 30.40 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $3.1M | -19% | 14k | 215.79 |
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| Shell Spon Ads (SHEL) | 0.4 | $3.0M | +57% | 42k | 71.53 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $3.0M | +6% | 53k | 57.10 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $3.0M | -9% | 11k | 279.30 |
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| Harbor Etf Trust Alphaedge Large (VLLU) | 0.4 | $3.0M | +295% | 129k | 22.86 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.9M | 4.3k | 669.37 |
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| salesforce (CRM) | 0.3 | $2.8M | +9% | 12k | 237.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.8M | +11% | 4.2k | 666.18 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.7M | 46k | 59.92 |
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| Synchrony Financial (SYF) | 0.3 | $2.7M | +96% | 38k | 71.05 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.3 | $2.6M | 29k | 88.14 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $2.5M | +3% | 31k | 82.96 |
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| Paylocity Holding Corporation (PCTY) | 0.3 | $2.5M | 16k | 159.27 |
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| Amdocs SHS (DOX) | 0.3 | $2.5M | NEW | 31k | 82.05 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.5M | +47% | 14k | 185.41 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $2.4M | -62% | 8.1k | 297.60 |
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| Home Depot (HD) | 0.3 | $2.4M | -35% | 5.8k | 405.18 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $2.4M | +4% | 111k | 21.22 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.3 | $2.4M | +93% | 82k | 28.79 |
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| Tesla Motors (TSLA) | 0.3 | $2.3M | +72% | 5.3k | 444.72 |
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| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.3 | $2.3M | -69% | 19k | 120.66 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.3M | +15% | 9.5k | 246.61 |
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| Automatic Data Processing (ADP) | 0.3 | $2.3M | +748% | 7.9k | 293.50 |
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| Procter & Gamble Company (PG) | 0.3 | $2.3M | -5% | 15k | 153.65 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $2.3M | 3.00 | 754200.00 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.3 | $2.2M | +3% | 89k | 25.19 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.3 | $2.2M | +7% | 86k | 25.62 |
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| Semtech Corporation (SMTC) | 0.3 | $2.2M | 31k | 71.45 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $2.2M | -14% | 69k | 31.42 |
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| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.3 | $2.2M | +3% | 82k | 26.47 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $2.2M | -57% | 10k | 208.70 |
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| Haleon Spon Ads (HLN) | 0.3 | $2.1M | NEW | 240k | 8.97 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.2 | $2.1M | NEW | 933k | 2.23 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.2 | $2.0M | +5% | 77k | 26.23 |
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| Global X Fds Artificial Etf (AIQ) | 0.2 | $2.0M | -15% | 40k | 49.39 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $2.0M | -75% | 46k | 42.96 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $2.0M | -4% | 36k | 54.18 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $1.9M | +2% | 18k | 108.96 |
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| International Business Machines (IBM) | 0.2 | $1.9M | -2% | 6.8k | 282.16 |
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| Harbor Etf Trust Multiasset Explo (MAPP) | 0.2 | $1.8M | NEW | 70k | 26.25 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.8M | NEW | 25k | 72.77 |
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| Ge Vernova (GEV) | 0.2 | $1.8M | +76% | 2.9k | 614.90 |
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| Cintas Corporation (CTAS) | 0.2 | $1.8M | +426% | 8.6k | 205.26 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.8M | 2.3k | 763.00 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.8M | +17% | 13k | 133.90 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.7M | 11k | 161.79 |
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| Nextera Energy (NEE) | 0.2 | $1.7M | -10% | 22k | 75.49 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.7M | 3.6k | 468.41 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.7M | -14% | 6.8k | 241.96 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.6M | 8.3k | 189.69 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.6M | 6.7k | 236.37 |
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| Vanguard World Mega Cap Index (MGC) | 0.2 | $1.6M | -5% | 6.4k | 244.11 |
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| Lowe's Companies (LOW) | 0.2 | $1.6M | 6.2k | 251.31 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.2 | $1.6M | +31% | 189k | 8.27 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.2 | $1.6M | -23% | 26k | 60.26 |
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| Fox Corp Cl A Com (FOXA) | 0.2 | $1.5M | +63% | 24k | 63.06 |
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| Booking Holdings (BKNG) | 0.2 | $1.5M | +19% | 284.00 | 5399.27 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $1.5M | -27% | 24k | 62.91 |
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| Qualcomm (QCOM) | 0.2 | $1.5M | 9.0k | 166.37 |
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| McKesson Corporation (MCK) | 0.2 | $1.5M | -15% | 1.9k | 772.54 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.5M | -9% | 8.0k | 183.73 |
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| Honeywell International (HON) | 0.2 | $1.5M | 7.0k | 210.50 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.5M | -23% | 2.9k | 499.29 |
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| Applied Materials (AMAT) | 0.2 | $1.5M | -47% | 7.1k | 204.74 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $1.4M | +2% | 58k | 24.30 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.4M | -35% | 17k | 83.82 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $1.4M | +132% | 109k | 12.66 |
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| Newmont Mining Corporation (NEM) | 0.2 | $1.4M | 16k | 84.31 |
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| McDonald's Corporation (MCD) | 0.2 | $1.3M | -11% | 4.4k | 303.86 |
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| Southern Company (SO) | 0.2 | $1.3M | 14k | 94.77 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $1.3M | NEW | 17k | 80.21 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.3M | -5% | 2.7k | 485.02 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.2 | $1.3M | +2% | 51k | 25.52 |
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| Adtalem Global Ed (ATGE) | 0.2 | $1.3M | 8.2k | 154.45 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.3M | 12k | 106.49 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $1.2M | +2% | 53k | 23.47 |
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| Exelixis (EXEL) | 0.1 | $1.2M | NEW | 30k | 41.30 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.2M | -53% | 14k | 89.34 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $1.2M | +2% | 51k | 24.34 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $1.2M | 56k | 22.15 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.2M | 10k | 120.72 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | -49% | 7.3k | 167.33 |
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| Abbvie (ABBV) | 0.1 | $1.2M | 5.2k | 231.54 |
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| Ss&c Technologies Holding (SSNC) | 0.1 | $1.2M | -12% | 14k | 88.76 |
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| Chevron Corporation (CVX) | 0.1 | $1.2M | -63% | 7.8k | 155.29 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.2M | -8% | 1.2k | 968.09 |
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| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 0.1 | $1.2M | 11k | 108.44 |
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| Oracle Corporation (ORCL) | 0.1 | $1.2M | -2% | 4.1k | 281.24 |
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| Quanta Services (PWR) | 0.1 | $1.1M | 2.7k | 414.42 |
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| Paycom Software (PAYC) | 0.1 | $1.1M | 5.4k | 208.14 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.1 | $1.1M | -71% | 17k | 65.00 |
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| Apa Corporation (APA) | 0.1 | $1.1M | -21% | 46k | 24.28 |
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| Fastenal Company (FAST) | 0.1 | $1.1M | -2% | 23k | 49.04 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.1M | 8.0k | 137.80 |
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| Williams-Sonoma (WSM) | 0.1 | $1.1M | -66% | 5.4k | 195.46 |
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| UnitedHealth (UNH) | 0.1 | $1.0M | -26% | 3.0k | 345.30 |
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| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.1 | $1.0M | -74% | 29k | 36.03 |
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| Merck & Co (MRK) | 0.1 | $1.0M | 12k | 83.93 |
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| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.1 | $1.0M | 11k | 91.97 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $1.0M | -70% | 10k | 99.11 |
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| Trust For Professional Man Convergence Lng (CLSE) | 0.1 | $1.0M | -73% | 39k | 26.04 |
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| Intuit (INTU) | 0.1 | $998k | -9% | 1.5k | 682.91 |
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| Suncor Energy (SU) | 0.1 | $987k | 24k | 41.81 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $986k | 8.0k | 123.75 |
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| First Tr Exchange-traded SHS (FDL) | 0.1 | $970k | -21% | 22k | 43.41 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $970k | 5.1k | 189.43 |
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| Mueller Industries (MLI) | 0.1 | $969k | NEW | 9.6k | 101.11 |
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| Dbx Etf Tr Xtrackers Us Nat (CRTC) | 0.1 | $965k | 27k | 36.43 |
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| Banco Santander Adr (SAN) | 0.1 | $955k | +16% | 91k | 10.48 |
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| Ptc (PTC) | 0.1 | $953k | 4.7k | 203.02 |
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| Keysight Technologies (KEYS) | 0.1 | $930k | 5.3k | 174.92 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $926k | 3.9k | 239.61 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $923k | 2.0k | 456.00 |
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| Adt (ADT) | 0.1 | $923k | +43% | 106k | 8.71 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $913k | -88% | 12k | 78.91 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $911k | 2.6k | 355.47 |
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| Meta Platforms Cl A (META) | 0.1 | $908k | +5% | 1.2k | 734.38 |
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| Valero Energy Corporation (VLO) | 0.1 | $894k | -35% | 5.3k | 170.25 |
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| Ameren Corporation (AEE) | 0.1 | $859k | -3% | 8.2k | 104.38 |
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| Chewy Cl A (CHWY) | 0.1 | $858k | +22% | 21k | 40.45 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $855k | +2% | 17k | 50.07 |
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| American Water Works (AWK) | 0.1 | $853k | -7% | 6.1k | 139.19 |
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| Verizon Communications (VZ) | 0.1 | $845k | -2% | 19k | 43.95 |
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| Sofi Technologies (SOFI) | 0.1 | $830k | 31k | 26.42 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $822k | +14% | 2.5k | 328.17 |
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| Dominion Resources (D) | 0.1 | $815k | 13k | 61.17 |
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| Goldman Sachs (GS) | 0.1 | $790k | -42% | 992.00 | 796.51 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $784k | -6% | 5.6k | 140.94 |
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| Air Products & Chemicals (APD) | 0.1 | $775k | -11% | 2.8k | 272.72 |
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| Uber Technologies (UBER) | 0.1 | $769k | 7.9k | 97.97 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $746k | 3.7k | 203.59 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $743k | 7.0k | 106.78 |
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| Intel Corporation (INTC) | 0.1 | $728k | 22k | 33.55 |
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| Chart Industries (GTLS) | 0.1 | $722k | +11% | 3.6k | 200.15 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $720k | 2.1k | 337.49 |
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| Global X Fds Vdeo Gam Esprt (HERO) | 0.1 | $716k | +16% | 21k | 33.88 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $711k | 18k | 39.22 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $705k | +9% | 5.2k | 134.41 |
|
| Ecolab (ECL) | 0.1 | $675k | -47% | 2.5k | 273.82 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $673k | -3% | 39k | 17.16 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $663k | 1.1k | 600.37 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $663k | -58% | 9.7k | 68.46 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $658k | -12% | 19k | 35.43 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $645k | 13k | 48.33 |
|
|
| Fortinet (FTNT) | 0.1 | $642k | 7.6k | 84.08 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $637k | 4.6k | 139.18 |
|
|
| Walt Disney Company (DIS) | 0.1 | $618k | -6% | 5.4k | 114.50 |
|
| General Dynamics Corporation (GD) | 0.1 | $615k | -16% | 1.8k | 341.00 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $607k | -4% | 9.4k | 64.38 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $601k | 4.1k | 145.60 |
|
|
| Global X Fds Data Ctr & Digit (DTCR) | 0.1 | $590k | -7% | 29k | 20.48 |
|
| Global X Fds Fintech Etf (FINX) | 0.1 | $581k | +17% | 17k | 33.52 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $565k | 4.1k | 138.24 |
|
|
| Caterpillar (CAT) | 0.1 | $564k | 1.2k | 477.15 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $562k | -2% | 1.8k | 309.74 |
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $560k | 5.1k | 108.80 |
|
|
| Pepsi (PEP) | 0.1 | $553k | -30% | 3.9k | 140.45 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $545k | 5.2k | 104.91 |
|
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $543k | 5.6k | 96.68 |
|
|
| Global X Fds Millennial Consu (MILN) | 0.1 | $542k | +9% | 11k | 49.47 |
|
| Paccar (PCAR) | 0.1 | $539k | -23% | 5.5k | 98.32 |
|
| Snap-on Incorporated (SNA) | 0.1 | $539k | -51% | 1.6k | 346.53 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $530k | 1.8k | 293.79 |
|
|
| Global X Fds Global X Uranium (URA) | 0.1 | $523k | -30% | 11k | 47.67 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $509k | 3.3k | 154.23 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $507k | -21% | 16k | 31.27 |
|
| Nrg Energy Com New (NRG) | 0.1 | $501k | NEW | 3.1k | 161.95 |
|
| Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP) | 0.1 | $485k | 14k | 34.43 |
|
|
| Proshares Tr Ultrapro Sht Qqq (SQQQ) | 0.1 | $481k | +216% | 32k | 15.23 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $457k | -8% | 746.00 | 612.38 |
|
| Iqvia Holdings (IQV) | 0.1 | $452k | -13% | 2.4k | 189.94 |
|
| Micron Technology (MU) | 0.1 | $446k | 2.7k | 167.32 |
|
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.1 | $441k | 17k | 26.79 |
|
|
| Emerson Electric (EMR) | 0.1 | $436k | -2% | 3.3k | 131.18 |
|
| Analog Devices (ADI) | 0.1 | $434k | -7% | 1.8k | 245.70 |
|
| Blackrock (BLK) | 0.1 | $434k | +2% | 372.00 | 1165.87 |
|
| Ishares Tr Future Exponenti (XT) | 0.1 | $427k | -36% | 5.9k | 71.94 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $420k | 16k | 25.66 |
|
|
| Pfizer (PFE) | 0.0 | $415k | -16% | 16k | 25.48 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $415k | 5.4k | 76.73 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $415k | -10% | 3.1k | 133.92 |
|
| Bank of America Corporation (BAC) | 0.0 | $411k | +5% | 8.0k | 51.59 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $407k | -2% | 4.7k | 86.30 |
|
| At&t (T) | 0.0 | $402k | 14k | 28.24 |
|
|
| Bill Com Holdings Ord (BILL) | 0.0 | $398k | 7.5k | 52.97 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $395k | 1.7k | 225.55 |
|
|
| Echostar Corp Cl A (SATS) | 0.0 | $387k | NEW | 5.1k | 76.36 |
|
| Amgen (AMGN) | 0.0 | $385k | -37% | 1.4k | 282.20 |
|
| Waste Management (WM) | 0.0 | $373k | 1.7k | 220.87 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $371k | -2% | 4.4k | 83.53 |
|
| Philip Morris International (PM) | 0.0 | $370k | -30% | 2.3k | 162.17 |
|
| Coca-Cola Company (KO) | 0.0 | $363k | -9% | 5.5k | 66.32 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $361k | 7.1k | 51.04 |
|
|
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.0 | $351k | +6% | 14k | 25.53 |
|
| Uipath Cl A (PATH) | 0.0 | $350k | -6% | 26k | 13.38 |
|
| Zscaler Incorporated (ZS) | 0.0 | $346k | 1.2k | 299.66 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $346k | 4.5k | 76.01 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $344k | 6.4k | 53.40 |
|
|
| Servicenow (NOW) | 0.0 | $338k | +4% | 367.00 | 920.28 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $337k | -91% | 3.8k | 89.58 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $335k | 13k | 25.64 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $335k | -31% | 13k | 26.37 |
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $331k | -6% | 7.0k | 47.58 |
|
| Cummins (CMI) | 0.0 | $330k | -9% | 782.00 | 422.16 |
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $330k | 6.0k | 54.71 |
|
|
| ResMed (RMD) | 0.0 | $313k | -9% | 1.1k | 273.73 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $307k | 12k | 25.48 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $301k | -44% | 1.0k | 300.82 |
|
| Chord Energy Corporation Com New (CHRD) | 0.0 | $299k | 3.0k | 99.37 |
|
|
| Halozyme Therapeutics (HALO) | 0.0 | $298k | NEW | 4.1k | 73.34 |
|
| CBOE Holdings (CBOE) | 0.0 | $298k | -64% | 1.2k | 245.25 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $298k | 1.5k | 194.50 |
|
|
| Danaher Corporation (DHR) | 0.0 | $294k | -9% | 1.5k | 198.31 |
|
| Cleanspark Com New (CLSK) | 0.0 | $294k | 20k | 14.50 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $289k | 1.4k | 206.51 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $288k | -40% | 6.0k | 47.63 |
|
| Republic Services (RSG) | 0.0 | $284k | -3% | 1.2k | 229.48 |
|
| Limbach Hldgs (LMB) | 0.0 | $277k | 2.9k | 97.12 |
|
|
| Prologis (PLD) | 0.0 | $277k | 2.4k | 114.52 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.0 | $277k | 11k | 26.08 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $271k | -24% | 4.5k | 59.74 |
|
| Elastic N V Ord Shs (ESTC) | 0.0 | $268k | 3.2k | 84.49 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $267k | -27% | 758.00 | 352.75 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $261k | 2.7k | 96.55 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $260k | -62% | 3.1k | 84.84 |
|
| Tapestry (TPR) | 0.0 | $260k | 2.3k | 113.22 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $259k | 2.8k | 93.37 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $259k | NEW | 1.7k | 150.86 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $257k | 867.00 | 296.12 |
|
|
| Global X Fds Cloud Computng (CLOU) | 0.0 | $252k | 11k | 23.26 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $248k | 2.1k | 118.83 |
|
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $246k | NEW | 5.0k | 49.08 |
|
| Oneok (OKE) | 0.0 | $245k | 3.4k | 72.97 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $243k | 6.5k | 37.40 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $243k | NEW | 338.00 | 718.54 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $238k | -40% | 1.4k | 170.85 |
|
| Global X Fds Genomics And Bio | 0.0 | $236k | NEW | 6.1k | 38.83 |
|
| Deere & Company (DE) | 0.0 | $231k | +21% | 506.00 | 457.26 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $230k | 1.2k | 187.73 |
|
|
| Vaneck Etf Trust Digital India Et (DGIN) | 0.0 | $230k | +18% | 5.8k | 39.92 |
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $229k | -93% | 2.8k | 83.10 |
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.0 | $227k | NEW | 4.7k | 48.54 |
|
| Global X Fds Cybrscurty Etf (BUG) | 0.0 | $227k | 6.4k | 35.19 |
|
|
| Fabrinet SHS (FN) | 0.0 | $225k | -18% | 618.00 | 364.62 |
|
| Ssga Active Tr Spdr Blackstone (HYBL) | 0.0 | $223k | NEW | 7.8k | 28.65 |
|
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.0 | $223k | -13% | 3.2k | 69.87 |
|
| 3M Company (MMM) | 0.0 | $220k | +2% | 1.4k | 155.18 |
|
| Columbia Etf Tr Ii India Consmr Etf (INCO) | 0.0 | $220k | +6% | 3.4k | 64.67 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $213k | 2.7k | 79.93 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $213k | -71% | 2.2k | 95.14 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $212k | 5.4k | 39.29 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $211k | NEW | 563.00 | 374.25 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $207k | +14% | 23k | 8.99 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $205k | 4.1k | 49.95 |
|
|
| Target Corporation (TGT) | 0.0 | $204k | -21% | 2.3k | 89.70 |
|
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $202k | NEW | 7.1k | 28.28 |
|
| Sentinelone Cl A (S) | 0.0 | $199k | +3% | 11k | 17.61 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $198k | 12k | 17.06 |
|
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $194k | 17k | 11.69 |
|
|
| Ford Motor Company (F) | 0.0 | $178k | -32% | 15k | 11.96 |
|
| Bitfarms (BITF) | 0.0 | $141k | NEW | 50k | 2.82 |
|
| Pacific Biosciences of California (PACB) | 0.0 | $66k | -2% | 51k | 1.28 |
|
| Humacyte (HUMA) | 0.0 | $25k | -27% | 15k | 1.74 |
|
Past Filings by Archford Capital Strategies
SEC 13F filings are viewable for Archford Capital Strategies going back to 2014
- Archford Capital Strategies 2025 Q3 filed Oct. 17, 2025
- Archford Capital Strategies 2025 Q2 filed July 17, 2025
- Archford Capital Strategies 2025 Q1 filed April 23, 2025
- Archford Capital Strategies 2024 Q4 filed Jan. 21, 2025
- Archford Capital Strategies 2024 Q3 filed Oct. 15, 2024
- Archford Capital Strategies 2024 Q2 filed July 17, 2024
- Archford Capital Strategies 2024 Q1 filed April 24, 2024
- Archford Capital Strategies 2023 Q4 filed Jan. 12, 2024
- Archford Capital Strategies 2023 Q3 filed Oct. 27, 2023
- Archford Capital Strategies 2023 Q2 filed Aug. 2, 2023
- Archford Capital Strategies 2023 Q1 filed April 18, 2023
- Archford Capital Strategies 2022 Q4 filed Jan. 26, 2023
- Archford Capital Strategies 2022 Q3 filed Oct. 17, 2022
- Archford Capital Strategies 2022 Q2 filed July 12, 2022
- Archford Capital Strategies 2022 Q1 filed April 18, 2022
- Archford Capital Strategies 2021 Q4 filed Jan. 20, 2022