Archford Capital Strategies, LLC Portfolio Holdings
Archford Capital Strategies, LLC
- $611 Million
- Q2 2024
Archford Capital Strategies, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $611 Million distributed in 258 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $37.8M, Vanguard Bd Index Fd Inc Total with a value of $30.8M, Ishares Tr with a value of $23.4M, Microsoft Corp with a value of $20.8M, and Apple Inc. with a value of $14.8M.
Examining the 13F form we can see an increase of $19.3M in the current position value, from $592M to 611M.
Below you can find more details about Archford Capital Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$611 Million
ETFs: $365 Million
Technology: $95 Million
Healthcare: $27.4 Million
Financial Services: $26.1 Million
Industrials: $20.6 Million
Consumer Cyclical: $17.9 Million
Communication Services: $15.4 Million
Consumer Defensive: $13.4 Million
Other: $21.6 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 258
- Current Value $611 Million
- Prior Value $592 Million
- Filing
- Period Q2 2024
- Filing Date July 17, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 20 stocks
- Additional Purchases 129 stocks
- Sold out of 0 stocks
- Reduced holdings in 75 stocks