Archford Capital Strategies, LLC Purchases in Q1 2025

Archford Capital Strategies, LLC

  • $636 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CHWY
Chewy, Inc.

Consumer Cyclical
20.8K
New
$31.83 - $39.8 $662K - $828K
20.8K $676K
LMT
Lockheed Martin Corp

Industrials
1.98K
+ 30.1%
$423.19 - $506.29 $838K - $1M
8.56K $3.82M
ECL
Ecolab Inc.

Basic Materials
2K
+ 37.66%
$229.72 - $269.82 $459K - $539K
7.3K $1.85M
AMAT
Applied Materials Inc

Technology
6.16K
+ 37.42%
$145.06 - $195.51 $894K - $1.2M
22.6K $3.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.27K
+ 32.63%
$551.42 - $612.93 $698K - $775K
5.14K $2.88M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.39K
New
$102.49 - $119.96 $553K - $647K
5.39K $564K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
2.02K
New
$233.07 - $290.7 $471K - $587K
2.02K $545K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.4K
+ 19.22%
$190.84 - $226.29 $267K - $317K
8.68K $1.96M
DFIC
Dimensional ETF Tr Dimensional

ETFs
11.6K
+ 12.47%
$25.54 - $28.79 $297K - $335K
105K $2.92M
INTC
Intel Corp

Technology
21.5K
New
$19.1 - $27.39 $411K - $589K
21.5K $488K
KEYS
Keysight Technologies, Inc.

Technology
3.31K
+ 119.61%
$148.16 - $185.11 $490K - $612K
6.07K $909K
PTC
Ptc Inc.

Technology
3.38K
+ 167.05%
$153.3 - $193.48 $518K - $654K
5.41K $837K
BMY
Bristol Myers Squibb CO

Healthcare
6.66K
+ 56.44%
$53.9 - $63.11 $359K - $421K
18.5K $1.13M
ASML
Asml Holding Nv

Technology
785
+ 36.36%
$662.63 - $776.99 $520K - $610K
2.94K $1.95M
FTNT
Fortinet, Inc.

Technology
4.6K
+ 107.78%
$92.49 - $114.57 $425K - $527K
8.86K $853K
PWR
Quanta Services, Inc.

Industrials
2.02K
+ 188.7%
$236.71 - $358.03 $478K - $724K
3.09K $785K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.09K
+ 6.62%
$74.75 - $89.13 $156K - $186K
33.6K $2.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
803
New
$507.05 - $563.67 $407K - $453K
803 $412K
COST
Costco Wholesale Corp

Consumer Defensive
241
+ 4.44%
$890.62 - $1076.86 $215K - $260K
5.67K $5.36M
RTX
Raytheon Technologies Corp

Industrials
1.4K
+ 11.53%
$114.1 - $135.66 $159K - $189K
13.5K $1.79M
PLTR
Palantir Technologies Inc.

Technology
1.9K
+ 7.67%
$64.98 - $124.62 $124K - $237K
26.7K $2.26M
COIN
Coinbase Global, Inc.

Technology
2.05K
New
$172.23 - $301.3 $353K - $618K
2.05K $353K
CHRD
Oasis Petroleum Inc.

Energy
3K
New
$101.34 - $127.78 $304K - $383K
3K $338K
IBM
International Business Machines Corp

Technology
289
+ 3.32%
$217.4 - $264.74 $62.8K - $76.5K
8.99K $2.23M
SNA
Snap On Inc

Industrials
969
+ 15.53%
$324.09 - $358.62 $314K - $348K
7.21K $2.43M
DIHP
Dimensional ETF Tr Dimensional

ETFs
6.74K
+ 9.45%
$25.1 - $27.85 $169K - $188K
78.1K $2.1M
GTLS
Chart Industries Inc

Industrials
2.79K
+ 122.92%
$141.99 - $218.35 $396K - $609K
5.06K $730K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.58K
New
$62.72 - $71.92 $287K - $329K
4.58K $288K
QCOM
Qualcomm Inc

Technology
1.83K
+ 23.22%
$151.94 - $175.86 $278K - $322K
9.71K $1.49M
PATH
Ui Path, Inc.

Technology
40.1K
+ 68.42%
$9.97 - $15.19 $400K - $609K
98.7K $1.02M
IVE
Ishares S&P 500 Value ETF

ETFs
1.38K
New
$185.78 - $198.58 $257K - $275K
1.38K $263K
MMM
3 M CO

Industrials
1.45K
New
$129.7 - $155.12 $189K - $226K
1.45K $213K
ACN
Accenture PLC

Technology
1.42K
+ 24.14%
$300.91 - $398.25 $427K - $565K
7.3K $2.28M
SBUX
Starbucks Corp

Consumer Cyclical
2.05K
New
$91.75 - $115.81 $188K - $238K
2.05K $201K
NEM
Newmont Corp

Basic Materials
46
+ 0.28%
$37.79 - $48.39 $1.74K - $2.23K
16.3K $787K
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.26%
$169.2 - $216.66 $2.37K - $3.03K
5.33K $1.12M
VTI
Vanguard Total Stock Market Et

ETFs
567
+ 41.09%
$271.18 - $303.12 $154K - $172K
1.95K $535K
AMD
Advanced Micro Devices Inc

Technology
3.58K
+ 27.34%
$96.63 - $129.55 $346K - $464K
16.7K $1.71M
NFLX
Netflix Inc

Communication Services
20
+ 0.79%
$828.4 - $1058.6 $16.6K - $21.2K
2.56K $2.39M
CX
Cemex Sab De Cv

Basic Materials
22K
New
$5.36 - $6.78 $118K - $149K
22K $123K
GLD
Spdr Gold Trust

ETFs
9
+ 0.35%
$243.19 - $288.14 $2.19K - $2.59K
2.57K $741K
OKE
Oneok Inc

Energy
1.24K
+ 58.1%
$89.57 - $109.85 $111K - $136K
3.37K $333K
AJG
Arthur J. Gallagher & Co.

Financial Services
14
+ 0.78%
$275.89 - $345.24 $3.86K - $4.83K
1.81K $626K
PM
Philip Morris International Inc.

Consumer Defensive
88
+ 4.05%
$117.15 - $158.79 $10.3K - $14K
2.26K $359K
FISV
Fiserv Inc

Technology
754
+ 8.38%
N/A
9.75K $1.22M
CRM
Salesforce, Inc.

Technology
2.25K
+ 28.0%
$268.36 - $359.95 $603K - $809K
10.3K $2.76M
T
At&T Inc.

Communication Services
233
+ 1.92%
$21.56 - $28.28 $5.02K - $6.59K
12.4K $350K
ABT
Abbott Laboratories

Healthcare
39
+ 1.16%
$111.1 - $140.22 $4.33K - $5.47K
3.39K $449K
XLV
Select Sector Spdr Fund Health

ETFs
138
+ 3.08%
$137.61 - $149.68 $19K - $20.7K
4.62K $674K
Activity Summary
Buys All Purchases 151 New Holdings 41 Increased Positions 110 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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