Archford Capital Strategies, LLC Purchases in Q4 2024

Archford Capital Strategies, LLC

  • $643 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RECS
Columbia ETF Tr I

ETFs
81.3K
New
$33.61 - $36.42 $2.73M - $2.96M
81.3K $2.81M
DFIC
Dimensional ETF Tr Dimensional

ETFs
93.4K
New
$25.61 - $28.0 $2.39M - $2.61M
93.4K $2.41M
AVGO
Broadcom Inc.

Technology
241
+ 0.63%
$159.67 - $250.0 $38.5K - $60.3K
38.7K $8.98M
AAPL
Apple Inc.

Technology
4.45K
+ 6.5%
$221.69 - $259.02 $986K - $1.15M
72.9K $18.2M
DIHP
Dimensional ETF Tr Dimensional

ETFs
71.3K
New
$25.15 - $27.57 $1.79M - $1.97M
71.3K $1.8M
AMZN
Amazon Com Inc

Consumer Cyclical
893
+ 2.04%
$180.88 - $232.93 $162K - $208K
44.7K $9.8M
V
Visa Inc.

Financial Services
451
+ 1.33%
$273.87 - $320.91 $124K - $145K
34.5K $10.9M
BBUS
J P Morgan Exchg Traded Fd

ETFs
12.5K
+ 14.31%
$102.46 - $110.17 $1.28M - $1.38M
99.7K $10.6M
DFAE
Dimensional ETF Tr

ETFs
56.8K
+ 29.86%
$25.36 - $28.15 $1.44M - $1.6M
247K $6.26M
ASML
Asml Holding Nv

Technology
1.49K
+ 222.24%
$658.43 - $872.27 $980K - $1.3M
2.16K $1.5M
NVDA
Nvidia Corp

Technology
210
+ 0.31%
$117.0 - $148.88 $24.6K - $31.3K
68.4K $9.18M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23.4K
New
$33.92 - $36.6 $793K - $855K
23.4K $808K
GOOG
Alphabet Inc.

Communication Services
823
+ 3.52%
$163.08 - $198.16 $134K - $163K
24.2K $4.61M
SKYY
First Trust Cloud Computing Et

ETFs
5.31K
New
$99.98 - $130.46 $531K - $693K
5.31K $632K
SAMT
Advisors Inn.Circle Fd Iii Str
10.3K
+ 5.65%
$27.63 - $31.15 $283K - $319K
192K $5.59M
CRM
Salesforce, Inc.

Technology
234
+ 3.0%
$270.87 - $367.87 $63.4K - $86.1K
8.02K $2.68M
MA
Mastercard Inc

Financial Services
526
+ 7.92%
$491.3 - $536.15 $258K - $282K
7.17K $3.77M
NFLX
Netflix Inc

Communication Services
32
+ 1.28%
$687.65 - $936.56 $22K - $30K
2.54K $2.26M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.7K
+ 15.91%
$126.68 - $134.74 $468K - $498K
26.9K $3.44M
HERO
Global X Fds Video Games & Esp

ETFs
18.5K
+ 157.78%
$22.79 - $25.51 $422K - $472K
30.2K $709K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.37K
+ 24.22%
$88.59 - $94.57 $476K - $508K
27.6K $2.45M
PYCR
Paycor Hcm, Inc.

Technology
9.92K
+ 19.61%
$13.11 - $20.35 $130K - $202K
60.5K $1.12M
VPN
Global X Fds Data Ctr Reits &

ETFs
24.7K
New
N/A
24.7K $393K
PATH
Ui Path, Inc.

Technology
31K
+ 112.01%
$11.95 - $15.5 $370K - $480K
58.6K $745K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.66K
New
$58.88 - $64.8 $392K - $432K
6.66K $392K
PTC
Ptc Inc.

Technology
2.02K
New
$175.97 - $201.89 $356K - $409K
2.02K $372K
IEMG
Ishares Inc

ETFs
6.54K
New
N/A
6.54K $350K
TSLA
Tesla, Inc.

Consumer Cyclical
161
+ 9.1%
$213.65 - $479.86 $34.4K - $77.3K
1.93K $779K
SNA
Snap On Inc

Industrials
3
+ 0.05%
$285.44 - $371.35 $856 - $1.11K
6.24K $2.12M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.55K
New
$33.62 - $35.69 $287K - $305K
8.55K $288K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.89K
New
$99.0 - $99.5 $286K - $287K
2.89K $286K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.76K
+ 45.51%
$66.77 - $71.52 $251K - $269K
12K $828K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.84K
+ 109.18%
$57.53 - $60.83 $279K - $295K
9.28K $533K
QQQ
Invesco Qqq Trust, Series 1

ETFs
427
+ 22.14%
$481.22 - $538.17 $205K - $230K
2.36K $1.2M
SOFI
So Fi Technologies, Inc.

Financial Services
70
+ 0.21%
$7.63 - $16.88 $534 - $1.18K
33.8K $520K
FIS
Fidelity National Information Services, Inc.

Technology
4.22K
+ 14.43%
$80.14 - $90.95 $338K - $384K
33.4K $2.7M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
3.89K
New
$64.28 - $76.45 $250K - $297K
3.89K $250K
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 1.1%
$873.59 - $994.69 $51.5K - $58.7K
5.43K $4.98M
SNOW
Snowflake Inc.

Technology
590
+ 19.99%
$109.65 - $186.51 $64.7K - $110K
3.54K $546K
GLDM
World Gold Trust

ETFs
4.24K
+ 3.73%
$50.76 - $55.23 $215K - $234K
118K $6.13M
MPLX
Mplx LP

Energy
4.18K
New
$43.77 - $51.66 $183K - $216K
4.18K $200K
MSFT
Microsoft Corp

Technology
1.44K
+ 3.05%
$406.35 - $454.46 $584K - $653K
48.5K $20.4M
MUB
Ishares National Muni Bond ETF

ETFs
2.02K
+ 15.64%
$105.78 - $108.7 $214K - $219K
14.9K $1.59M
CLSK
Cleanspark, Inc.

Technology
20K
New
$8.61 - $17.63 $172K - $353K
20K $184K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4K
+ 22.26%
$49.79 - $51.14 $199K - $205K
22K $1.1M
VIG
Vanguard Dividend Appreciation

ETFs
868
+ 1.46%
N/A
60.2K $11M
GTLS
Chart Industries Inc

Industrials
48
+ 2.16%
$119.65 - $202.35 $5.74K - $9.71K
2.27K $433K
MGC
Vanguard Mega Cap ETF

ETFs
250
+ 1.58%
$204.21 - $220.18 $51.1K - $55K
16.1K $3.42M
ET
Energy Transfer LP

Energy
1.25K
+ 3.73%
$16.05 - $19.86 $20K - $24.8K
34.7K $680K
Activity Summary
Buys All Purchases 150 New Holdings 21 Increased Positions 129 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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