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
TXN
Texas Instruments Inc

Technology
956
+ 12.1%
N/A
8.86K $1.72M
ACN
Accenture PLC

Technology
895
+ 12.27%
$279.23 - $323.21 $250K - $289K
8.19K $2.45M
FISV
Fiserv Inc

Technology
1.38K
+ 14.12%
N/A
11.1K $1.39M
FINX
Global X Fds Fintech ETF (De)

ETFs
2.2K
+ 17.46%
$24.27 - $34.22 $53.3K - $75.2K
14.8K $506K
ADI
Analog Devices Inc

Technology
420
+ 28.38%
$164.6 - $238.02 $69.1K - $100K
1.9K $452K
CSCO
Cisco Systems, Inc.

Technology
390
+ 2.41%
$53.19 - $69.38 $20.7K - $27.1K
16.6K $1.15M
IWM
Ishares Russell 2000 ETF

ETFs
100
+ 1.26%
$174.82 - $215.79 $17.5K - $21.6K
8.05K $1.74M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.8K
+ 6.03%
$51.14 - $57.0 $143K - $160K
49.3K $2.8M
VTI
Vanguard Total Stock Market Et

ETFs
244
+ 12.53%
$243.75 - $303.93 $59.5K - $74.2K
2.19K $665K
NOW
Service Now, Inc.

Technology
31
+ 9.66%
$721.65 - $1040.18 $22.4K - $32.2K
352 $361K
ET
Energy Transfer LP

Energy
6K
+ 17.28%
$15.65 - $18.93 $93.9K - $114K
40.7K $738K
VPN
Global X Fds Data Ctr Reits &

ETFs
5.73K
+ 22.48%
N/A
31.2K $497K
BAC
Bank Of America Corp

Financial Services
1.13K
+ 17.59%
$34.39 - $47.46 $39K - $53.8K
7.58K $358K
MILN
Global X Funds Global X Millen

ETFs
687
+ 7.4%
$38.03 - $48.8 $26.1K - $33.5K
9.97K $482K
SO
Southern CO

Utilities
896
+ 6.59%
$84.91 - $92.56 $76.1K - $82.9K
14.5K $1.33M
XLE
Energy Sector Spdr

ETFs
3.59K
+ 13.82%
$76.44 - $94.13 $274K - $338K
29.5K $2.51M
CAT
Caterpillar Inc

Industrials
33
+ 2.9%
$273.94 - $388.21 $9.04K - $12.8K
1.17K $454K
KO
Coca Cola CO

Consumer Defensive
1.15K
+ 23.67%
$68.37 - $73.9 $78.8K - $85.2K
6.02K $426K
PFE
Pfizer Inc

Healthcare
3.89K
+ 24.75%
$21.59 - $24.84 $83.9K - $96.5K
19.6K $474K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
416
+ 0.43%
$77.74 - $78.78 $32.3K - $32.8K
97.9K $7.71M
VGIT
Vanguard Intermediate Term Tre

ETFs
108
+ 0.07%
$58.63 - $59.9 $6.33K - $6.47K
160K $9.58M
PAYC
Paycom Software, Inc.

Technology
7
+ 0.13%
$193.07 - $265.71 $1.35K - $1.86K
5.43K $1.26M
GD
General Dynamics Corp

Industrials
88
+ 4.27%
$247.68 - $291.66 $21.8K - $25.7K
2.15K $627K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3
+ 0.07%
$57.46 - $75.58 $172 - $227
4.58K $346K
SBUX
Starbucks Corp

Consumer Cyclical
760
+ 37.0%
$79.69 - $99.41 $60.6K - $75.6K
2.81K $257K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
980
+ 0.81%
$50.36 - $50.68 $49.4K - $49.7K
122K $6.2M
T
At&T Inc.

Communication Services
1.62K
+ 13.06%
$26.33 - $28.94 $42.6K - $46.8K
14K $404K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14
+ 1.74%
$456.74 - $568.03 $6.39K - $7.95K
817 $464K
AOR
Ishares Tr Core Growth Allocat

ETFs
76
+ 0.77%
$53.36 - $61.57 $4.06K - $4.68K
9.89K $608K
CMCSA
Comcast Corp

Communication Services
3.54K
+ 4.57%
$32.84 - $36.72 $116K - $130K
80.9K $2.89M
CMI
Cummins Inc

Industrials
34
+ 4.08%
$267.12 - $336.65 $9.08K - $11.4K
867 $283K
RSG
Republic Services, Inc.

Industrials
55
+ 4.46%
$227.2 - $258.07 $12.5K - $14.2K
1.29K $317K
ABT
Abbott Laboratories

Healthcare
60
+ 1.77%
$123.95 - $138.08 $7.44K - $8.28K
3.45K $468K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
591
+ 4.74%
$24.88 - $25.41 $14.7K - $15K
13.1K $331K
IBMP
Ishares Tr Ibonds December 202

ETFs
587
+ 5.12%
$24.98 - $25.35 $14.7K - $14.9K
12K $305K
IBMO
Ishares Tr Ibonds December 202

ETFs
577
+ 3.65%
$25.32 - $25.63 $14.6K - $14.8K
16.4K $419K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
550
+ 3.46%
$26.41 - $26.76 $14.5K - $14.7K
16.5K $440K
PLD
Prologis, Inc.

Real Estate
262
+ 12.17%
$89.76 - $112.34 $23.5K - $29.4K
2.42K $253K
ADP
Automatic Data Processing Inc

Industrials
18
+ 1.96%
$276.76 - $326.81 $4.98K - $5.88K
935 $288K
INTC
Intel Corp

Technology
410
+ 1.91%
$18.13 - $22.69 $7.43K - $9.3K
21.9K $491K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2
+ 0.08%
$77.94 - $79.5 $156 - $159
2.66K $211K
APD
Air Products & Chemicals, Inc.

Basic Materials
144
+ 4.72%
$248.61 - $294.96 $35.8K - $42.5K
3.2K $901K
Harbor ETF Trust
13.8K
+ 72.94%
N/A
32.7K $0
J P Morgan Exchange Traded F
10.2K
+ 20.39%
N/A
60.3K $0
HAPI
Harbor ETF Tr Corporate Cultur
3.05K
+ 2.43%
N/A
128K $0
Ishares Tr
2.5K
+ 31.04%
N/A
10.6K $0
Harbor ETF Trust
87.5K
+ 177.79%
N/A
137K $0
Dimensional ETF Trust
2.86K
+ 2.8%
N/A
105K $0
Ishares Tr
600
+ 4.89%
N/A
12.9K $0
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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