Archford Capital Strategies, LLC Incresed Positions 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
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
IEMG
Ishares Inc

ETFs
49K
+ 25.94%
N/A
238K $12.8M
DFAE
Dimensional ETF Tr

ETFs
58.7K
+ 29.43%
$22.87 - $28.95 $1.34M - $1.7M
258K $7.47M
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
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
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
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
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
VBR
Vanguard Small Cap Value ETF

ETFs
2.26K
+ 10.29%
$162.76 - $195.77 $368K - $443K
24.2K $4.73M
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
ORCL
Oracle Corp

Technology
781
+ 22.62%
$122.82 - $218.63 $95.9K - $171K
4.23K $925K
TSLA
Tesla, Inc.

Consumer Cyclical
1.01K
+ 49.58%
$221.86 - $362.89 $224K - $367K
3.05K $968K
CVX
Chevron Corp

Energy
5.68K
+ 35.86%
$133.73 - $168.51 $760K - $957K
21.5K $3.08M
GOOG
Alphabet Inc.

Communication Services
4
+ 0.02%
$146.58 - $180.01 $586 - $720
19K $3.37M
COIN
Coinbase Global, Inc.

Technology
94
+ 4.59%
$151.47 - $375.07 $14.2K - $35.3K
2.14K $751K
V
Visa Inc.

Financial Services
496
+ 1.07%
$308.27 - $373.31 $153K - $185K
46.9K $16.6M
DIS
Walt Disney CO

Communication Services
1.94K
+ 50.72%
$81.72 - $124.01 $158K - $240K
5.75K $713K
BALT
Innovator Etfs Tr
9.11K
+ 16.53%
$30.33 - $32.1 $276K - $292K
64.2K $2.06M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.47K
+ 0.88%
$72.02 - $73.82 $250K - $256K
395K $29.1M
RTX
Raytheon Technologies Corp

Industrials
945
+ 7.0%
$113.75 - $148.48 $107K - $140K
14.4K $2.11M
USB
Us Bancorp \De\

Financial Services
5.32K
+ 66.62%
$36.4 - $45.76 $193K - $243K
13.3K $601K
PM
Philip Morris International Inc.

Consumer Defensive
1.04K
+ 45.87%
$149.23 - $184.95 $155K - $192K
3.3K $601K
IWF
Ishares Russell 1000 Gr ETF

ETFs
10
+ 0.28%
$320.42 - $424.58 $3.2K - $4.25K
3.61K $1.52M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
3.95K
+ 14.15%
$43.15 - $46.09 $170K - $182K
31.9K $1.46M
CRM
Salesforce, Inc.

Technology
596
+ 5.8%
$236.26 - $291.15 $141K - $174K
10.9K $2.96M
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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