Archford Capital Strategies, LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $592 Million distributed in 259 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $33.9M, Vanguard Bd Index Fd Inc Total with a value of $29.8M, Ishares Tr with a value of $23.2M, Microsoft Corp with a value of $19.2M, and Schwab Fundamental Intl Large with a value of $12.8M.

Examining the 13F form we can see an increase of $48.1M in the current position value, from $544M to 592M.

Below you can find more details about Archford Capital Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $592 Million
ETFs: $349 Million
Technology: $86.8 Million
Healthcare: $32.1 Million
Financial Services: $25.9 Million
Industrials: $21.7 Million
Consumer Cyclical: $17.3 Million
Consumer Defensive: $15.2 Million
Communication Services: $14.7 Million
Other: $20.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $592 Million
  • Prior Value $544 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 17 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 114 stocks
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