Archford Capital Strategies, LLC Incresed Positions in Q1 2025

Archford Capital Strategies, LLC

  • $636 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
177K
+ 1469.73%
$64.88 - $72.1 $11.5M - $12.7M
189K $12.4M
IEMG
Ishares Inc

ETFs
183K
+ 2790.32%
N/A
189K $10.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
203K
+ 2379.31%
$32.57 - $35.82 $6.62M - $7.29M
212K $7.02M
NVDA
Nvidia Corp

Technology
75.8K
+ 110.79%
$106.98 - $149.43 $8.11M - $11.3M
144K $15.6M
RECS
Columbia ETF Tr I

ETFs
181K
+ 223.34%
$32.64 - $36.08 $5.92M - $6.55M
263K $8.73M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
229K
+ 409.67%
N/A
284K $7.25M
IEFA
Ishares Tr

ETFs
50.3K
+ 15.49%
$69.57 - $78.65 $3.5M - $3.96M
375K $28.4M
V
Visa Inc.

Financial Services
11.9K
+ 34.58%
$306.92 - $362.71 $3.66M - $4.32M
46.4K $16.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
162K
+ 693.17%
$32.42 - $36.13 $5.25M - $5.85M
185K $6.11M
UNH
Unitedhealth Group Inc

Healthcare
5.63K
+ 62.93%
$461.52 - $548.18 $2.6M - $3.08M
14.6K $7.63M
WMT
Walmart Inc.

Consumer Defensive
28.7K
+ 75.42%
$84.5 - $105.05 $2.42M - $3.01M
66.7K $5.85M
JEPI
J P Morgan Exchange Traded Fd

ETFs
37.2K
+ 400.74%
$56.17 - $59.71 $2.09M - $2.22M
46.5K $2.65M
XLF
Financial Sector Spdr

ETFs
35.6K
+ 35.14%
$47.32 - $52.19 $1.68M - $1.86M
137K $6.81M
JPM
Jpmorgan Chase & CO

Financial Services
6.97K
+ 34.99%
$225.19 - $279.95 $1.57M - $1.95M
26.9K $6.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.37K
+ 11.26%
$442.66 - $534.52 $604K - $730K
13.5K $7.19M
CMCSA
Comcast Corp

Communication Services
44.8K
+ 137.69%
$33.19 - $38.23 $1.49M - $1.71M
77.4K $2.86M
AAPL
Apple Inc.

Technology
16.3K
+ 22.37%
$209.68 - $247.1 $3.42M - $4.03M
89.2K $19.8M
GS
Goldman Sachs Group Inc

Financial Services
2.8K
+ 410.41%
$524.81 - $672.19 $1.47M - $1.88M
3.48K $1.9M
XLE
Energy Sector Spdr

ETFs
11.5K
+ 79.14%
$85.7 - $93.96 $983K - $1.08M
26K $2.43M
IVV
Ishares Core S&P 500 ETF

ETFs
2.09K
+ 79.98%
$554.06 - $615.85 $1.16M - $1.29M
4.7K $2.64M
AWK
American Water Works Company, Inc.

Utilities
4.79K
+ 33.18%
$121.01 - $149.31 $580K - $715K
19.2K $2.84M
CVX
Chevron Corp

Energy
4.73K
+ 42.52%
$146.71 - $167.97 $693K - $794K
15.8K $2.65M
XOM
Exxon Mobil Corp

Energy
5.9K
+ 20.94%
$105.44 - $118.93 $622K - $702K
34.1K $4.05M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
20.9K
+ 296.77%
$44.65 - $46.38 $932K - $968K
27.9K $1.25M
MCD
Mcdonalds Corp

Consumer Cyclical
2.32K
+ 26.29%
$279.74 - $321.29 $649K - $745K
11.1K $3.48M
MSFT
Microsoft Corp

Technology
8.2K
+ 16.91%
$375.39 - $447.2 $3.08M - $3.67M
56.7K $21.3M
MA
Mastercard Inc

Financial Services
1.14K
+ 15.93%
$504.67 - $576.31 $576K - $658K
8.31K $4.56M
VLO
Valero Energy Corp

Energy
4.34K
+ 26.46%
$121.76 - $142.99 $529K - $621K
20.7K $2.74M
HD
Home Depot, Inc.

Consumer Cyclical
2.46K
+ 25.18%
$347.25 - $424.87 $854K - $1.04M
12.2K $4.48M
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
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
SAMT
Advisors Inn.Circle Fd Iii Str
16.1K
+ 8.37%
$28.43 - $33.08 $457K - $531K
208K $6.07M
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
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
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
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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