Archford Capital Strategies, LLC New Holdings in Q1 2025

Archford Capital Strategies, LLC

  • $636 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
78.3K
New
$50.81 - $60.02 $3.98M - $4.7M
78.3K $4.7M
CTA
Simplify Exch Traded Fds Simpl

ETFs
158K
New
$27.81 - $30.21 $4.39M - $4.77M
158K $4.68M
XLC
Select Sector Spdr Tr Communic

ETFs
44.2K
New
$94.84 - $105.31 $4.19M - $4.65M
44.2K $4.26M
TJX
Tjx Companies Inc

Consumer Cyclical
33.4K
New
$112.81 - $126.16 $3.77M - $4.22M
33.4K $4.07M
BK
Bank Of New York Mellon Corp

Financial Services
45.7K
New
$75.42 - $88.95 $3.44M - $4.06M
45.7K $3.83M
WSM
Williams Sonoma Inc

Consumer Cyclical
19K
New
$158.1 - $217.71 $3.01M - $4.14M
19K $3.01M
CALM
Cal Maine Foods Inc

Consumer Defensive
27.4K
New
$80.87 - $115.8 $2.22M - $3.17M
27.4K $2.49M
JBL
Jabil Inc

Technology
14.2K
New
$130.51 - $173.33 $1.86M - $2.47M
14.2K $1.94M
BALT
Innovator Etfs Tr
55.1K
New
$31.31 - $31.89 $1.73M - $1.76M
55.1K $1.73M
IYW
Ishares Dj Us Tech ETF

ETFs
10.2K
New
$140.44 - $166.79 $1.43M - $1.7M
10.2K $1.43M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
10.7K
New
$97.76 - $107.35 $1.05M - $1.15M
10.7K $1.08M
SMTC
Semtech Corp

Technology
30.9K
New
$31.44 - $77.15 $970K - $2.38M
30.9K $1.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.1K
New
$92.45 - $106.69 $933K - $1.08M
10.1K $937K
SU
Suncor Energy Inc

Energy
23.9K
New
$34.27 - $40.63 $819K - $971K
23.9K $924K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
8.6K
New
$89.88 - $110.11 $773K - $947K
8.6K $865K
SYF
Synchrony Financial

Financial Services
14.6K
New
$51.9 - $70.63 $760K - $1.03M
14.6K $774K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.87K
New
$132.75 - $177.12 $646K - $862K
4.87K $742K
FTDR
Frontdoor, Inc.

Consumer Cyclical
18.6K
New
$37.07 - $62.39 $690K - $1.16M
18.6K $714K
EAT
Brinker International, Inc

Consumer Cyclical
4.61K
New
$133.46 - $189.14 $616K - $873K
4.61K $687K
CHWY
Chewy, Inc.

Consumer Cyclical
20.8K
New
$31.83 - $39.8 $662K - $828K
20.8K $676K
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
INTC
Intel Corp

Technology
21.5K
New
$19.1 - $27.39 $411K - $589K
21.5K $488K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
803
New
$507.05 - $563.67 $407K - $453K
803 $412K
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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.58K
New
$62.72 - $71.92 $287K - $329K
4.58K $288K
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
SBUX
Starbucks Corp

Consumer Cyclical
2.05K
New
$91.75 - $115.81 $188K - $238K
2.05K $201K
CX
Cemex Sab De Cv

Basic Materials
22K
New
$5.36 - $6.78 $118K - $149K
22K $123K
Harbor ETF Trust
438K
New
N/A
438K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
208K
New
N/A
208K $0
Harbor ETF Trust
49.2K
New
N/A
49.2K $0
Harbor ETF Trust
18.9K
New
N/A
18.9K $0
Ishares Tr
8.06K
New
N/A
8.06K $0
HAPI
Harbor ETF Tr Corporate Cultur
125K
New
N/A
125K $0
J P Morgan Exchange Traded F
13.6K
New
N/A
13.6K $0
Ishares Tr
12.3K
New
N/A
12.3K $0
Blackrock Inc
393
New
N/A
393 $0
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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