Archford Capital Strategies, LLC Incresed Positions in Q3 2024

Archford Capital Strategies, LLC

  • $681 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
179K
+ 317.24%
$92.63 - $105.69 $16.6M - $18.9M
235K $24.5M
FNDX
Schwab Fundamental U S Large C

ETFs
216K
+ 211.59%
$65.36 - $71.76 $14.1M - $15.5M
318K $22.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
18.5K
+ 4.33%
$71.45 - $75.64 $1.32M - $1.4M
446K $33.5M
VUG
Vanguard Growth ETF

ETFs
3.57K
+ 3.53%
$341.08 - $391.94 $1.22M - $1.4M
105K $40.2M
IEFA
Ishares Tr

ETFs
4.51K
+ 1.4%
$70.09 - $78.74 $316K - $355K
327K $25.5M
VTV
Vanguard Value ETF

ETFs
2.61K
+ 3.65%
$159.75 - $174.57 $416K - $455K
73.9K $12.9M
FNDF
Schwab Fundamental Intl Large

ETFs
12.3K
+ 3.32%
$33.67 - $37.71 $413K - $463K
382K $14.3M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
10.4K
+ 5.67%
$51.29 - $56.57 $535K - $590K
194K $11M
BBUS
J P Morgan Exchg Traded Fd

ETFs
5.01K
+ 6.1%
$93.22 - $103.58 $467K - $519K
87.2K $9.04M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
631
+ 5.66%
$405.19 - $478.57 $256K - $302K
11.8K $5.43M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.19K
+ 2.57%
$80.13 - $88.89 $176K - $195K
87.6K $7.73M
AVGO
Broadcom Inc.

Technology
34.8K
+ 953.15%
$136.27 - $1745.86 $4.75M - $60.8M
38.5K $6.64M
LMT
Lockheed Martin Corp

Industrials
12
+ 0.18%
$460.3 - $584.56 $5.52K - $7.01K
6.51K $3.8M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
6.23K
+ 2.85%
$31.15 - $35.67 $194K - $222K
225K $7.89M
UNH
Unitedhealth Group Inc

Healthcare
127
+ 1.46%
$488.01 - $604.18 $62K - $76.7K
8.85K $5.18M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.93K
+ 3.53%
$57.8 - $60.8 $343K - $360K
174K $10.5M
EEMV
Ishares Msci Emerging Markets

ETFs
748
+ 0.62%
$56.77 - $63.31 $42.5K - $47.4K
121K $7.56M
VBK
Vanguard Small Cap Growth ETF

ETFs
370
+ 1.15%
$240.48 - $267.94 $89K - $99.1K
32.5K $8.69M
VBR
Vanguard Small Cap Value ETF

ETFs
197
+ 0.62%
$179.99 - $201.6 $35.5K - $39.7K
32.2K $6.47M
OMFL
Invesco Exchange Traded Self I

ETFs
10K
+ 5.42%
$47.65 - $52.99 $477K - $531K
195K $10.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.8K
+ 4.44%
$76.38 - $78.87 $366K - $378K
113K $8.87M
AIQ
Global X Funds Global X Artifi

ETFs
7.4K
+ 4.34%
$31.85 - $37.36 $236K - $276K
178K $6.61M
MCD
Mcdonalds Corp

Consumer Cyclical
397
+ 4.74%
$245.82 - $304.51 $97.6K - $121K
8.78K $2.67M
V
Visa Inc.

Financial Services
355
+ 1.05%
$253.74 - $291.56 $90.1K - $104K
34K $9.35M
DFAE
Dimensional ETF Tr

ETFs
8.48K
+ 4.67%
$24.46 - $27.82 $207K - $236K
190K $5.21M
SAMT
Advisors Inn.Circle Fd Iii Str
7.99K
+ 4.6%
$25.22 - $27.75 $201K - $222K
182K $5.04M
LOW
Lowes Companies Inc

Consumer Cyclical
446
+ 6.85%
$213.3 - $270.78 $95.1K - $121K
6.96K $1.88M
RSP
Invesco S&P 500 Equal Weight E

ETFs
608
+ 2.69%
$162.83 - $179.16 $99K - $109K
23.2K $4.16M
XT
Ishares Tr Exponential Technol

ETFs
3.25K
+ 2.86%
$54.51 - $61.59 $177K - $200K
117K $7.12M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.49K
+ 4.66%
$59.25 - $65.33 $147K - $163K
55.9K $3.62M
NVDA
Nvidia Corp

Technology
4.25K
+ 6.65%
$98.91 - $134.91 $420K - $573K
68.2K $8.28M
MA
Mastercard Inc

Financial Services
40
+ 0.61%
$429.6 - $500.99 $17.2K - $20K
6.64K $3.28M
SSNC
Ss&C Technologies Holdings Inc

Technology
260
+ 0.86%
$61.42 - $76.46 $16K - $19.9K
30.5K $2.26M
IQV
Iqvia Holdings Inc.

Healthcare
354
+ 3.19%
$206.81 - $251.55 $73.2K - $89K
11.5K $2.71M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.41K
+ 4.83%
$50.25 - $50.74 $322K - $325K
139K $7.06M
ACN
Accenture PLC

Technology
217
+ 3.9%
$295.44 - $355.81 $64.1K - $77.2K
5.78K $2.04M
AWK
American Water Works Company, Inc.

Utilities
730
+ 5.4%
$127.76 - $149.9 $93.3K - $109K
14.2K $2.08M
PYCR
Paycor Hcm, Inc.

Technology
20K
+ 65.35%
$11.64 - $14.56 $233K - $291K
50.6K $718K
MGC
Vanguard Mega Cap ETF

ETFs
809
+ 5.38%
$185.93 - $206.64 $150K - $167K
15.8K $3.27M
ANET
Arista Networks, Inc.

Technology
116
+ 1.54%
$311.42 - $388.21 $36.1K - $45K
7.64K $2.93M
TMO
Thermo Fisher Scientific Inc.

Healthcare
53
+ 1.34%
$531.86 - $624.21 $28.2K - $33.1K
4.02K $2.49M
FIS
Fidelity National Information Services, Inc.

Technology
316
+ 1.09%
$72.8 - $85.04 $23K - $26.9K
29.2K $2.45M
BILL
Bill.Com Holdings, Inc.

Technology
5K
+ 32.23%
$43.97 - $56.02 $220K - $280K
20.5K $1.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
331
+ 1.44%
$117.9 - $128.2 $39K - $42.4K
23.2K $2.98M
CME
Cme Group Inc.

Financial Services
585
+ 10.66%
$193.43 - $220.62 $113K - $129K
6.07K $1.34M
VIG
Vanguard Dividend Appreciation

ETFs
1.53K
+ 2.65%
$182.15 - $182.15 $279K - $279K
59.3K $10.8M
CBOE
Cboe Global Markets, Inc.

Financial Services
49
+ 0.69%
$168.57 - $213.65 $8.26K - $10.5K
7.13K $1.46M
FAST
Fastenal CO

Industrials
316
+ 1.29%
$62.09 - $71.83 $19.6K - $22.7K
24.8K $1.77M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
6.8K
+ 4.33%
N/A
164K $5.16M
Activity Summary
Buys All Purchases 108 New Holdings 8 Increased Positions 100 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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