Archford Capital Strategies
Latest statistics and disclosures from Archford Capital Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, IEMG, NVDA, AAPL, MSFT, and represent 17.97% of Archford Capital Strategies's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$10M), SHY (+$10M), SPLV (+$8.5M), HELO (+$8.3M), HGER (+$6.1M), VGSH (+$5.7M), JQUA, MU, Harbor Etf Trust, TOLL.
- Started 44 new stock positions in DFUS, IDXX, SPLV, NVTS, CTSH, RAAX, VGSH, REGN, PH, VO.
- Reduced shares in these 10 stocks: RECS (-$12M), SPYM (-$7.8M), VB, CTA, BALT, SHYG, XLF, CUK, JEPI, MO.
- Sold out of its positions in ADBE, APA, AstraZeneca, BX, CALM, GTLS, CHWY, DKNG, QBTS, EXACT Sciences Corporation.
- Archford Capital Strategies was a net buyer of stock by $35M.
- Archford Capital Strategies has $873M in assets under management (AUM), dropping by 1.79%.
- Central Index Key (CIK): 0001606609
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Portfolio Holdings for Archford Capital Strategies
Archford Capital Strategies holds 341 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 4.5 | $39M | +2% | 432k | 90.53 |
|
| Ishares Core Msci Emkt (IEMG) | 4.4 | $38M | +37% | 548k | 69.75 |
|
| NVIDIA Corporation (NVDA) | 3.3 | $28M | +5% | 163k | 174.40 |
|
| Apple (AAPL) | 3.0 | $27M | +2% | 105k | 253.79 |
|
| Microsoft Corporation (MSFT) | 2.8 | $25M | +4% | 67k | 370.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $17M | 59k | 287.56 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $15M | 32k | 479.20 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 1.7 | $15M | -7% | 34k | 436.80 |
|
| Visa Com Cl A (V) | 1.6 | $14M | 47k | 302.24 |
|
|
| Harbor Etf Trust Panagora Dynamic (INFO) | 1.6 | $14M | -12% | 603k | 23.49 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.5 | $13M | +404% | 156k | 82.57 |
|
| Spdr Series Trust State Street Spd (SPYM) | 1.5 | $13M | -37% | 167k | 76.54 |
|
| Broadcom (AVGO) | 1.5 | $13M | +3% | 41k | 309.51 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 1.3 | $11M | -15% | 408k | 27.85 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.2 | $11M | -17% | 373k | 29.13 |
|
| Harbor Etf Trust Long Term Grower (WINN) | 1.2 | $10M | +30% | 369k | 27.73 |
|
| Amazon (AMZN) | 1.2 | $10M | 48k | 208.27 |
|
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 1.1 | $10M | +21% | 184k | 53.99 |
|
| Advisors Inner Circle Fd Iii Strategas Macro (SAMT) | 1.1 | $9.8M | -13% | 250k | 39.27 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 1.1 | $9.3M | +888% | 145k | 63.91 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.0 | $9.0M | +35% | 151k | 59.55 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $8.8M | -8% | 119k | 73.64 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.0 | $8.5M | NEW | 117k | 73.14 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $8.3M | -3% | 28k | 294.16 |
|
| Novartis Sponsored Adr (NVS) | 0.9 | $7.7M | +8% | 51k | 152.75 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.9 | $7.7M | -7% | 83k | 92.69 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.9 | $7.7M | -7% | 210k | 36.76 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.9 | $7.6M | +46% | 23k | 337.96 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.9 | $7.6M | +7% | 150k | 50.61 |
|
| Harbor Etf Trust Internatnal Comp (OSEA) | 0.9 | $7.6M | +7% | 262k | 28.95 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.9 | $7.5M | +22% | 222k | 33.86 |
|
| Wal-Mart Stores (WMT) | 0.8 | $7.4M | -19% | 59k | 124.28 |
|
| Shell Spon Ads (SHEL) | 0.8 | $7.4M | +47% | 79k | 93.00 |
|
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.8 | $7.1M | -9% | 98k | 72.08 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $7.0M | 14k | 499.68 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.8 | $6.9M | -8% | 178k | 38.86 |
|
| Ishares Tr Mbs Etf (MBB) | 0.8 | $6.8M | +15% | 71k | 94.95 |
|
| Harbor Etf Trust Human Cap Large (HAPI) | 0.8 | $6.7M | +14% | 169k | 39.66 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.8 | $6.7M | 130k | 51.23 |
|
|
| Harbor Etf Trust Disciplined Bond (AGGS) | 0.8 | $6.6M | +17% | 163k | 40.87 |
|
| Johnson & Johnson (JNJ) | 0.8 | $6.6M | +7% | 27k | 244.44 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $6.5M | -42% | 25k | 261.92 |
|
| Harbor Etf Trust Harbor Commodity (HGER) | 0.7 | $6.1M | NEW | 196k | 31.01 |
|
| Cisco Systems (CSCO) | 0.7 | $6.0M | 77k | 77.59 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $5.8M | +8% | 20k | 286.86 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.7 | $5.7M | NEW | 97k | 58.54 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $5.6M | +286% | 91k | 61.32 |
|
| Altria (MO) | 0.6 | $5.2M | -32% | 79k | 65.99 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.6 | $5.1M | 143k | 35.53 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.6 | $5.1M | -38% | 103k | 49.37 |
|
| Ishares Msci Japan Etf (EWJ) | 0.5 | $4.5M | +110% | 53k | 84.44 |
|
| Micron Technology (MU) | 0.5 | $4.4M | +391% | 13k | 337.84 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.5 | $4.3M | +37% | 32k | 132.90 |
|
| Merck & Co (MRK) | 0.5 | $4.1M | +179% | 34k | 120.29 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $4.0M | 4.0k | 996.43 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.4 | $3.9M | -6% | 35k | 110.86 |
|
| Harbor Etf Trust Multiasset Explo (MAPP) | 0.4 | $3.9M | +110% | 150k | 26.18 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $3.8M | +28% | 18k | 213.66 |
|
| Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP) | 0.4 | $3.7M | +656% | 109k | 34.31 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.4 | $3.7M | +6% | 116k | 32.22 |
|
| TJX Companies (TJX) | 0.4 | $3.7M | 23k | 159.70 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $3.6M | -16% | 18k | 196.20 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $3.5M | -6% | 21k | 169.66 |
|
| Te Connectivity Ord Shs (TEL) | 0.4 | $3.5M | +18% | 17k | 209.02 |
|
| Jabil Circuit (JBL) | 0.4 | $3.5M | -18% | 13k | 265.62 |
|
| Harbor Etf Trust Alpha Layering | 0.4 | $3.5M | NEW | 115k | 30.25 |
|
| AmerisourceBergen (COR) | 0.4 | $3.4M | 11k | 314.15 |
|
|
| Tema Etf Trust Durable Qty Etf (TOLL) | 0.4 | $3.3M | NEW | 99k | 33.73 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $3.0M | +3% | 48k | 64.08 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $3.0M | 25k | 122.78 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.3 | $3.0M | +10% | 1.0M | 2.92 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $3.0M | -3% | 14k | 215.05 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $2.9M | NEW | 35k | 81.98 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $2.9M | 4.1k | 697.72 |
|
|
| Synchrony Financial (SYF) | 0.3 | $2.8M | +9% | 42k | 68.02 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $2.8M | +3% | 4.4k | 650.29 |
|
| General Dynamics Corporation (GD) | 0.3 | $2.8M | +359% | 8.1k | 343.22 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.8M | 4.3k | 653.28 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $2.7M | +7% | 19k | 146.28 |
|
| Applied Materials (AMAT) | 0.3 | $2.6M | +8% | 7.7k | 341.79 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $2.6M | NEW | 9.1k | 287.18 |
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.3 | $2.6M | NEW | 63k | 40.71 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.3 | $2.5M | NEW | 41k | 61.35 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.3 | $2.5M | -2% | 28k | 88.49 |
|
| Technipfmc (FTI) | 0.3 | $2.4M | -9% | 34k | 69.13 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $2.3M | 112k | 20.93 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.3M | +8% | 2.5k | 919.77 |
|
| Tesla Motors (TSLA) | 0.3 | $2.3M | +11% | 6.1k | 371.75 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $2.3M | NEW | 18k | 126.35 |
|
| Procter & Gamble Company (PG) | 0.3 | $2.2M | 15k | 144.44 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.2M | 3.00 | 718140.00 |
|
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.2 | $2.1M | 85k | 25.27 |
|
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| Bank of New York Mellon Corporation (BK) | 0.2 | $2.1M | 18k | 118.63 |
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| Gra (GGG) | 0.2 | $2.1M | NEW | 25k | 84.65 |
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| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.2 | $2.1M | 80k | 26.06 |
|
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| Advanced Micro Devices (AMD) | 0.2 | $2.1M | 10k | 203.42 |
|
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| Ishares Tr Ibonds Dec 2035 (IBCA) | 0.2 | $2.1M | +5% | 81k | 25.64 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.2 | $2.0M | 77k | 25.85 |
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|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $1.9M | -15% | 17k | 110.36 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.9M | -11% | 8.8k | 217.24 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.9M | 35k | 54.05 |
|
|
| Federated Hermes CL B (FHI) | 0.2 | $1.9M | +35% | 33k | 56.71 |
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| Harbor Etf Trust Alphaedge Large (VLLU) | 0.2 | $1.9M | -40% | 79k | 23.68 |
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| Nextera Energy (NEE) | 0.2 | $1.9M | 20k | 92.88 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.8M | -21% | 6.1k | 302.25 |
|
| Home Depot (HD) | 0.2 | $1.8M | -4% | 5.6k | 328.92 |
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| Global X Fds Artificial Etf (AIQ) | 0.2 | $1.8M | 39k | 46.67 |
|
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| Netflix (NFLX) | 0.2 | $1.8M | -42% | 19k | 96.15 |
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| Vanguard Wellington Us Momentum (VFMO) | 0.2 | $1.8M | NEW | 9.2k | 197.10 |
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| Paylocity Holding Corporation (PCTY) | 0.2 | $1.8M | 16k | 108.04 |
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| Newmont Mining Corporation (NEM) | 0.2 | $1.7M | 16k | 108.25 |
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| Advisors Inner Circle Fd Iii Strategas Macro (SAMM) | 0.2 | $1.7M | NEW | 57k | 30.20 |
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| Mueller Industries (MLI) | 0.2 | $1.7M | +4% | 16k | 110.80 |
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| GSK Sponsored Adr (GSK) | 0.2 | $1.7M | NEW | 31k | 55.19 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $1.7M | 27k | 61.26 |
|
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.7M | -2% | 2.8k | 604.44 |
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| IDEXX Laboratories (IDXX) | 0.2 | $1.7M | NEW | 3.0k | 561.89 |
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| International Business Machines (IBM) | 0.2 | $1.7M | 6.8k | 242.39 |
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| Lowe's Companies (LOW) | 0.2 | $1.6M | +10% | 6.9k | 236.28 |
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| Chevron Corporation (CVX) | 0.2 | $1.6M | 7.8k | 206.89 |
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| Honeywell International (HON) | 0.2 | $1.6M | 7.0k | 226.03 |
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| Ea Series Trust Alpha Architect (HIDE) | 0.2 | $1.5M | NEW | 64k | 24.00 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $1.5M | +127% | 1.2k | 1320.83 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.5M | 3.6k | 426.40 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $1.5M | -49% | 71k | 21.66 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.5M | 7.9k | 194.13 |
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| Haleon Spon Ads (HLN) | 0.2 | $1.5M | NEW | 151k | 10.01 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.5M | -4% | 7.8k | 191.92 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.5M | 6.2k | 242.62 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.5M | -12% | 6.0k | 248.00 |
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| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.2 | $1.5M | -30% | 13k | 117.18 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.2 | $1.5M | -3% | 25k | 60.12 |
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| Vanguard World Mega Cap Index (MGC) | 0.2 | $1.5M | -3% | 6.2k | 236.37 |
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| Suncor Energy (SU) | 0.2 | $1.4M | -12% | 22k | 66.11 |
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| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.2 | $1.4M | +17% | 41k | 34.76 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | 7.4k | 192.90 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $1.4M | 57k | 24.24 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $1.4M | -34% | 28k | 48.93 |
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| McKesson Corporation (MCK) | 0.1 | $1.3M | -9% | 1.5k | 865.36 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.3M | 5.2k | 247.08 |
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| Hca Holdings (HCA) | 0.1 | $1.3M | NEW | 2.7k | 473.24 |
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| Harbor Etf Trust Active Small Cap (SMLL) | 0.1 | $1.3M | +8% | 68k | 19.00 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $1.3M | 51k | 25.33 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.3M | 2.6k | 491.53 |
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| Abbvie (ABBV) | 0.1 | $1.2M | +8% | 5.7k | 217.48 |
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| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 0.1 | $1.2M | 11k | 114.53 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $1.2M | 50k | 24.24 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.2M | 11k | 106.15 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $1.2M | 52k | 23.26 |
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| Quanta Services (PWR) | 0.1 | $1.2M | -11% | 2.2k | 549.02 |
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| Southern Company (SO) | 0.1 | $1.2M | -5% | 12k | 96.52 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $1.2M | -2% | 54k | 21.89 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $1.2M | NEW | 17k | 70.91 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.1M | 10k | 113.11 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.1M | +22% | 3.5k | 320.81 |
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| First Tr Exchange-traded SHS (FDL) | 0.1 | $1.1M | 22k | 50.80 |
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| Laureate Ed Common Stock (LAUR) | 0.1 | $1.1M | NEW | 32k | 34.84 |
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| McDonald's Corporation (MCD) | 0.1 | $1.1M | -17% | 3.6k | 310.83 |
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| Qualcomm (QCOM) | 0.1 | $1.1M | 8.5k | 128.78 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.1M | 7.9k | 138.32 |
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| Ge Vernova (GEV) | 0.1 | $1.1M | -61% | 1.2k | 872.90 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.1M | -2% | 2.5k | 430.29 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.0M | NEW | 1.2k | 895.24 |
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| Williams-Sonoma (WSM) | 0.1 | $1.0M | +3% | 5.7k | 182.33 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $1.0M | 92k | 11.28 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $1.0M | 18k | 58.78 |
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| Verizon Communications (VZ) | 0.1 | $1.0M | +6% | 21k | 50.20 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.0M | 7.8k | 130.94 |
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| Booking Holdings (BKNG) | 0.1 | $1.0M | -13% | 241.00 | 4210.32 |
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| Intel Corporation (INTC) | 0.1 | $992k | +3% | 23k | 44.13 |
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| Wells Fargo & Company (WFC) | 0.1 | $991k | -14% | 12k | 79.61 |
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| Verisign (VRSN) | 0.1 | $988k | -59% | 4.0k | 248.36 |
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| Fastenal Company (FAST) | 0.1 | $987k | -4% | 21k | 46.40 |
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| Dbx Etf Tr Xtrackers Us Nat (CRTC) | 0.1 | $975k | 28k | 35.45 |
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| Meta Platforms Cl A (META) | 0.1 | $958k | +42% | 1.7k | 572.13 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $946k | -4% | 9.8k | 96.70 |
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| Trust For Professional Man Convergence Lng (CLSE) | 0.1 | $936k | +2% | 33k | 28.14 |
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| Ameren Corporation (AEE) | 0.1 | $925k | +2% | 8.4k | 109.92 |
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| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.1 | $916k | 12k | 79.54 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $892k | +36% | 13k | 71.13 |
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| Us Bancorp Com New (USB) | 0.1 | $885k | +27% | 17k | 52.01 |
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| Goldman Sachs (GS) | 0.1 | $861k | +3% | 1.0k | 846.16 |
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| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $860k | +41% | 8.0k | 107.30 |
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| Monster Beverage Corp (MNST) | 0.1 | $855k | NEW | 12k | 72.46 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $842k | 7.7k | 108.97 |
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| Dominion Resources (D) | 0.1 | $818k | 13k | 61.82 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $802k | NEW | 1.0k | 772.64 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $799k | 5.4k | 148.09 |
|
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $798k | 16k | 49.89 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $796k | 3.7k | 213.67 |
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| UnitedHealth (UNH) | 0.1 | $775k | -5% | 2.9k | 270.59 |
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| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.1 | $773k | -6% | 22k | 35.41 |
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| Air Products & Chemicals (APD) | 0.1 | $764k | -3% | 2.6k | 290.49 |
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| American Water Works (AWK) | 0.1 | $763k | -6% | 5.6k | 136.09 |
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| Medpace Hldgs (MEDP) | 0.1 | $755k | -6% | 1.6k | 480.19 |
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| Ss&c Technologies Holding (SSNC) | 0.1 | $739k | -19% | 11k | 67.57 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $716k | 6.7k | 106.50 |
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| Caterpillar (CAT) | 0.1 | $709k | -15% | 1.0k | 708.46 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $699k | -77% | 4.8k | 146.62 |
|
| Ptc (PTC) | 0.1 | $699k | 4.9k | 142.49 |
|
|
| Keysight Technologies (KEYS) | 0.1 | $683k | -28% | 2.4k | 282.37 |
|
| Oracle Corporation (ORCL) | 0.1 | $681k | +11% | 4.6k | 147.11 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $680k | -15% | 35k | 19.30 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $675k | +62% | 8.1k | 82.87 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $674k | 2.0k | 330.87 |
|
|
| Pepsi (PEP) | 0.1 | $656k | +9% | 4.2k | 155.30 |
|
| First Tr Exchange-traded Cloud Computing (SKYY) | 0.1 | $654k | +11% | 6.0k | 109.35 |
|
| Adtalem Global Ed (CVSA) | 0.1 | $648k | -28% | 5.6k | 115.25 |
|
| Cardinal Health (CAH) | 0.1 | $611k | NEW | 2.9k | 211.31 |
|
| New York Times Co Mtn Be Cl A (NYT) | 0.1 | $602k | NEW | 7.2k | 83.73 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $589k | 3.0k | 198.15 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $584k | 4.1k | 141.42 |
|
|
| Cummins (CMI) | 0.1 | $583k | +28% | 1.1k | 538.21 |
|
| Carnival Ads (CUK) | 0.1 | $576k | -83% | 22k | 25.77 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $575k | +5% | 997.00 | 577.18 |
|
| Paccar (PCAR) | 0.1 | $575k | 5.0k | 115.50 |
|
|
| Fortinet (FTNT) | 0.1 | $568k | -10% | 6.9k | 81.72 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $565k | 4.1k | 138.37 |
|
|
| Paycom Software (PAYC) | 0.1 | $563k | -7% | 4.6k | 121.54 |
|
| Uber Technologies (UBER) | 0.1 | $562k | -2% | 7.8k | 71.93 |
|
| AeroVironment (AVAV) | 0.1 | $557k | +51% | 3.0k | 183.05 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $555k | NEW | 7.8k | 70.84 |
|
| Analog Devices (ADI) | 0.1 | $546k | 1.7k | 318.14 |
|
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $536k | -15% | 4.8k | 110.78 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $533k | 3.3k | 161.73 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $527k | -9% | 4.8k | 110.39 |
|
| Global X Fds Data Ctr & Digit (DTCR) | 0.1 | $526k | -25% | 22k | 23.96 |
|
| Pfizer (PFE) | 0.1 | $521k | +24% | 19k | 28.08 |
|
| Global X Fds Fintech Etf (FINX) | 0.1 | $519k | +25% | 23k | 23.10 |
|
| salesforce (CRM) | 0.1 | $514k | -34% | 2.8k | 186.67 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $512k | -18% | 15k | 33.22 |
|
| Intuit (INTU) | 0.1 | $507k | -19% | 1.2k | 432.38 |
|
| Uipath Cl A (PATH) | 0.1 | $498k | 45k | 11.10 |
|
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $495k | -9% | 7.7k | 64.35 |
|
| Vistra Energy (VST) | 0.1 | $490k | NEW | 3.3k | 150.34 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $473k | +19% | 1.9k | 250.59 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $464k | 1.8k | 257.35 |
|
|
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.1 | $464k | +79% | 5.9k | 79.18 |
|
| Walt Disney Company (DIS) | 0.1 | $464k | -8% | 4.8k | 96.38 |
|
| Fabrinet SHS (FN) | 0.1 | $463k | +43% | 887.00 | 521.52 |
|
| Global X Fds Global X Uranium (URA) | 0.1 | $462k | -14% | 9.5k | 48.43 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $455k | +2% | 761.00 | 597.55 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $454k | +4% | 4.6k | 98.38 |
|
| Snap-on Incorporated (SNA) | 0.1 | $452k | -17% | 1.2k | 363.22 |
|
| At&t (T) | 0.1 | $441k | +10% | 15k | 28.99 |
|
| Ea Series Trust Towle Value Etf (TCV) | 0.1 | $439k | NEW | 16k | 27.73 |
|
| Coca-Cola Company (KO) | 0.0 | $430k | 5.6k | 76.05 |
|
|
| Emerson Electric (EMR) | 0.0 | $425k | 3.2k | 131.02 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $419k | 26k | 15.88 |
|
|
| Ecolab (ECL) | 0.0 | $419k | -33% | 1.6k | 266.02 |
|
| Waste Management (WM) | 0.0 | $407k | +4% | 1.8k | 229.75 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $406k | -86% | 7.2k | 56.68 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $396k | 1.8k | 216.58 |
|
|
| Global X Fds Vdeo Gam Esprt (HERO) | 0.0 | $392k | -30% | 15k | 25.73 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $391k | NEW | 7.5k | 52.19 |
|
| Philip Morris International (PM) | 0.0 | $390k | 2.4k | 165.31 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $389k | +3% | 2.2k | 174.61 |
|
| Danaher Corporation (DHR) | 0.0 | $376k | +31% | 2.0k | 189.64 |
|
| Bank of America Corporation (BAC) | 0.0 | $376k | -4% | 7.7k | 48.75 |
|
| Amgen (AMGN) | 0.0 | $371k | -22% | 1.1k | 351.85 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $371k | 6.5k | 56.79 |
|
|
| Target Corporation (TGT) | 0.0 | $362k | +30% | 3.0k | 121.19 |
|
| Blackrock (BLK) | 0.0 | $361k | +3% | 375.00 | 961.71 |
|
| CBOE Holdings (CBOE) | 0.0 | $357k | +2% | 1.3k | 281.07 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $352k | 6.9k | 50.98 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $352k | NEW | 4.6k | 76.16 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $349k | +3% | 4.8k | 72.69 |
|
| Iqvia Holdings (IQV) | 0.0 | $346k | -9% | 2.0k | 170.54 |
|
| Enterprise Products Partners (EPD) | 0.0 | $340k | -34% | 9.0k | 37.84 |
|
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.0 | $339k | +4% | 13k | 25.35 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $326k | +5% | 13k | 25.53 |
|
| Tapestry (TPR) | 0.0 | $325k | 2.3k | 141.11 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $321k | 4.8k | 67.59 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $321k | +2% | 6.3k | 50.81 |
|
| Asana Cl A (ASAN) | 0.0 | $321k | +67% | 50k | 6.40 |
|
| Ishares Tr Future Exponenti (XT) | 0.0 | $317k | -21% | 4.6k | 68.15 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.0 | $314k | -93% | 10k | 30.22 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $312k | +10% | 12k | 25.44 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $312k | 4.0k | 77.11 |
|
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $308k | -22% | 12k | 25.63 |
|
| ConocoPhillips (COP) | 0.0 | $304k | NEW | 2.3k | 132.00 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.0 | $303k | -97% | 7.8k | 38.98 |
|
| Deere & Company (DE) | 0.0 | $300k | +4% | 532.00 | 563.30 |
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $298k | -7% | 6.3k | 47.37 |
|
| Nrg Energy Com New (NRG) | 0.0 | $297k | -22% | 2.0k | 146.14 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $295k | 1.4k | 211.15 |
|
|
| Republic Services (RSG) | 0.0 | $295k | +10% | 1.3k | 219.02 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $294k | 1.5k | 191.81 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $292k | 1.0k | 283.77 |
|
|
| Oneok (OKE) | 0.0 | $290k | -5% | 3.2k | 90.39 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $286k | 4.6k | 62.68 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $285k | -87% | 3.2k | 88.16 |
|
| Regions Financial Corporation (RF) | 0.0 | $283k | 11k | 26.12 |
|
|
| Prologis (PLD) | 0.0 | $282k | 2.1k | 132.18 |
|
|
| Global X Fds Cybrscurty Etf (BUG) | 0.0 | $280k | +67% | 11k | 25.11 |
|
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.0 | $277k | 24k | 11.44 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $277k | -67% | 3.5k | 78.41 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $276k | +3% | 1.8k | 150.82 |
|
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.0 | $273k | +4% | 11k | 25.83 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $271k | 867.00 | 312.04 |
|
|
| Innodata Com New (INOD) | 0.0 | $270k | NEW | 7.0k | 38.62 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $270k | 2.8k | 97.13 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $268k | +2% | 2.8k | 97.23 |
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.0 | $266k | -22% | 5.1k | 51.97 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $261k | NEW | 2.2k | 118.62 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $260k | 2.1k | 124.31 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $258k | 12k | 22.33 |
|
|
| Halozyme Therapeutics (HALO) | 0.0 | $242k | -10% | 3.7k | 64.63 |
|
| Abbott Laboratories (ABT) | 0.0 | $238k | -21% | 2.3k | 102.65 |
|
| Automatic Data Processing (ADP) | 0.0 | $236k | +22% | 1.2k | 203.18 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $234k | 4.1k | 57.07 |
|
|
| Constellation Energy (CEG) | 0.0 | $232k | NEW | 830.00 | 279.25 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.0 | $231k | NEW | 4.6k | 50.45 |
|
| Citigroup Com New (C) | 0.0 | $230k | +6% | 2.0k | 113.41 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $225k | 431.00 | 522.71 |
|
|
| Columbia Etf Tr Ii India Consmr Etf (INCO) | 0.0 | $225k | +16% | 4.1k | 54.97 |
|
| Harbor Etf Trust Ares Systematic (SIHY) | 0.0 | $224k | -89% | 5.0k | 44.81 |
|
| Limbach Hldgs (LMB) | 0.0 | $223k | 2.9k | 78.05 |
|
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $222k | 5.4k | 41.17 |
|
|
| American Electric Power Company (AEP) | 0.0 | $222k | NEW | 1.7k | 131.08 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $222k | -87% | 11k | 20.75 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $221k | 1.2k | 179.84 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $220k | NEW | 615.00 | 357.67 |
|
| PNC Financial Services (PNC) | 0.0 | $218k | NEW | 1.0k | 208.09 |
|
| Global X Fds Cloud Computng (CLOU) | 0.0 | $212k | 11k | 19.50 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $211k | 2.7k | 79.27 |
|
|
| 3M Company (MMM) | 0.0 | $210k | +3% | 1.4k | 145.23 |
|
| Commerce Bancshares (CBSH) | 0.0 | $210k | NEW | 4.3k | 49.20 |
|
| ResMed (RMD) | 0.0 | $204k | -14% | 910.00 | 224.48 |
|
| Ross Stores (ROST) | 0.0 | $203k | NEW | 938.00 | 216.63 |
|
| Agnico (AEM) | 0.0 | $203k | NEW | 1.0k | 202.98 |
|
| Vaneck Etf Trust Digital India Et (DGIN) | 0.0 | $203k | +9% | 6.5k | 31.31 |
|
| Autoliv (ALV) | 0.0 | $202k | -86% | 1.9k | 105.16 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $200k | 7.7k | 26.05 |
|
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $191k | 17k | 11.50 |
|
|
| Cleanspark Com New (CLSK) | 0.0 | $173k | 20k | 8.51 |
|
|
| Proshares Tr Ii Ultra Bloomberg (BOIL) | 0.0 | $164k | +14% | 10k | 16.12 |
|
| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $88k | NEW | 10k | 8.77 |
|
| Serve Robotics (SERV) | 0.0 | $86k | NEW | 10k | 8.44 |
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $69k | NEW | 10k | 6.87 |
|
| Adt (ADT) | 0.0 | $67k | -90% | 10k | 6.57 |
|
Past Filings by Archford Capital Strategies
SEC 13F filings are viewable for Archford Capital Strategies going back to 2014
- Archford Capital Strategies 2026 Q1 filed April 15, 2026
- Archford Capital Strategies 2025 Q4 filed Jan. 15, 2026
- 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