Archford Capital Strategies, LLC Purchases in Q2 2025

Archford Capital Strategies, LLC

  • $717 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22.2K
+ 164.21%
$483.48 - $539.8 $10.7M - $12M
35.6K $17.3M
MSFT
Microsoft Corp

Technology
5.17K
+ 9.12%
$354.56 - $497.45 $1.83M - $2.57M
61.9K $30.8M
NVDA
Nvidia Corp

Technology
10.1K
+ 7.02%
$94.31 - $157.99 $955K - $1.6M
154K $24.4M
CALM
Cal Maine Foods Inc

Consumer Defensive
45.8K
+ 167.23%
$90.17 - $103.07 $4.13M - $4.72M
73.2K $7.3M
AVGO
Broadcom Inc.

Technology
1.68K
+ 4.65%
$146.29 - $275.65 $246K - $463K
37.8K $10.4M
VRSN
Verisign Inc

Technology
14.2K
New
$234.49 - $288.8 $3.33M - $4.11M
14.2K $4.11M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
39.6K
New
$89.4 - $99.04 $3.54M - $3.92M
39.6K $3.83M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.8K
+ 13.14%
$58.41 - $72.69 $1.45M - $1.8M
213K $15.5M
IEFA
Ishares Tr

ETFs
1.72K
+ 0.46%
$67.83 - $84.09 $117K - $145K
377K $31.5M
XLF
Financial Sector Spdr

ETFs
48.1K
+ 35.17%
$43.92 - $52.37 $2.11M - $2.52M
185K $9.68M
TMUS
T Mobile Us, Inc.

Communication Services
9.76K
New
$220.99 - $268.54 $2.16M - $2.62M
9.76K $2.32M
DFAE
Dimensional ETF Tr

ETFs
58.7K
+ 29.43%
$22.87 - $28.95 $1.34M - $1.7M
258K $7.47M
JPM
Jpmorgan Chase & CO

Financial Services
3.62K
+ 13.46%
$210.28 - $289.91 $761K - $1.05M
30.5K $8.84M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$725400.0 - $809350.0 $2.18M - $2.43M
3 $2.19M
MO
Altria Group, Inc.

Consumer Defensive
38.7K
+ 49.37%
$55.56 - $60.91 $2.15M - $2.35M
117K $6.86M
FNDX
Schwab Fundamental U S Large C

ETFs
75.2K
+ 43.8%
$20.84 - $24.54 $1.57M - $1.85M
247K $6.06M
AMZN
Amazon Com Inc

Consumer Cyclical
2.33K
+ 4.57%
$167.32 - $223.3 $390K - $520K
53.2K $11.7M
EAT
Brinker International, Inc

Consumer Cyclical
9.91K
+ 214.87%
$128.68 - $181.78 $1.28M - $1.8M
14.5K $2.62M
SHEL
Shell PLC

Energy
26.9K
New
$59.75 - $73.05 $1.61M - $1.96M
26.9K $1.89M
GOOGL
Alphabet Inc.

Communication Services
2.55K
+ 4.23%
$144.7 - $178.6 $368K - $455K
62.7K $11M
NFLX
Netflix Inc

Communication Services
464
+ 18.13%
$855.86 - $1339.13 $397K - $621K
3.02K $4.05M
FNDF
Schwab Fundamental Intl Large

ETFs
16.7K
+ 9.67%
$32.25 - $40.02 $537K - $667K
189K $7.56M
JBL
Jabil Inc

Technology
242
+ 1.7%
$116.88 - $218.1 $28.3K - $52.8K
14.5K $3.16M
ERIC
Ericsson Lm Telephone CO

Technology
144K
New
$6.77 - $8.86 $972K - $1.27M
144K $1.22M
SAMT
Advisors Inn.Circle Fd Iii Str
2.99K
+ 1.44%
$27.04 - $34.43 $81K - $103K
211K $7.26M
RECS
Columbia ETF Tr I

ETFs
6.72K
+ 2.56%
$29.4 - $36.79 $197K - $247K
269K $9.91M
DFIC
Dimensional ETF Tr Dimensional

ETFs
26.3K
+ 25.05%
$24.94 - $31.15 $656K - $819K
131K $4.08M
SONY
Sony Group Corp

Technology
42.3K
New
$21.24 - $26.88 $899K - $1.14M
42.3K $1.1M
APA
Apa Corp

Energy
59K
New
$14.03 - $21.24 $828K - $1.25M
59K $1.08M
WMT
Walmart Inc.

Consumer Defensive
4.21K
+ 6.32%
$81.79 - $99.98 $345K - $421K
70.9K $6.93M
MCK
Mckesson Corp

Healthcare
1.37K
+ 151.77%
$652.83 - $732.78 $896K - $1.01M
2.28K $1.67M
AAPL
Apple Inc.

Technology
12.4K
+ 13.9%
$172.42 - $223.89 $2.14M - $2.77M
102K $20.8M
MATX
Matson, Inc.

Industrials
9.06K
New
$93.11 - $132.21 $844K - $1.2M
9.06K $1.01M
FOXA
Fox Corp

Communication Services
14.9K
New
$47.21 - $57.04 $703K - $849K
14.9K $834K
DIHP
Dimensional ETF Tr Dimensional

ETFs
20.3K
+ 25.99%
$24.32 - $29.74 $493K - $603K
98.3K $2.9M
WFC
Wells Fargo & Company

Financial Services
7.36K
+ 39.51%
$60.98 - $80.12 $449K - $590K
26K $2.08M
MA
Mastercard Inc

Financial Services
1.04K
+ 12.54%
$479.92 - $590.74 $500K - $616K
9.35K $5.26M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.75K
+ 2.56%
$29.12 - $35.84 $138K - $170K
190K $6.81M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.78K
+ 2.26%
$29.36 - $35.56 $140K - $170K
217K $7.71M
SAN
Banco Santander, S.A.

Financial Services
78.5K
New
$5.72 - $8.32 $449K - $654K
78.5K $651K
EPD
Enterprise Products Partners L.P.

Energy
20.7K
New
$28.95 - $34.22 $600K - $709K
20.7K $642K
VBR
Vanguard Small Cap Value ETF

ETFs
2.26K
+ 10.29%
$162.76 - $195.77 $368K - $443K
24.2K $4.73M
ADT
Adt Inc.

Industrials
73.9K
New
$7.54 - $8.6 $557K - $636K
73.9K $626K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
46.8K
New
$11.11 - $14.46 $520K - $677K
46.8K $585K
VTV
Vanguard Value ETF

ETFs
1.47K
+ 2.24%
$153.67 - $176.74 $226K - $260K
67.2K $11.9M
TJX
Tjx Companies Inc

Consumer Cyclical
3.66K
+ 10.96%
$119.13 - $135.03 $436K - $495K
37.1K $4.58M
SYF
Synchrony Financial

Financial Services
4.41K
+ 30.1%
$43.81 - $66.74 $193K - $294K
19K $1.27M
FDL
First Tr Morningstar Dividend

ETFs
12.2K
+ 75.08%
$38.19 - $43.19 $464K - $525K
28.4K $1.19M
GE
General Electric CO

Industrials
1.81K
New
$166.81 - $257.39 $302K - $465K
1.81K $465K
Activity Summary
Buys All Purchases 157 New Holdings 38 Increased Positions 119 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 0 Puts 0
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