Archford Capital Strategies, LLC Reduced Holdings in Q2 2025

Archford Capital Strategies, LLC

  • $717 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-10.5K
- 71.8%
$274.35 - $599.47 $2.87M - $6.27M
4.11K $1.28M
BK
Bank Of New York Mellon Corp

Financial Services
-28.3K
- 61.99%
$73.31 - $91.62 $2.08M - $2.59M
17.4K $1.58M
LMT
Lockheed Martin Corp

Industrials
-4.73K
- 55.23%
$430.82 - $486.45 $2.04M - $2.3M
3.83K $1.77M
MCD
Mcdonalds Corp

Consumer Cyclical
-6.11K
- 54.8%
$285.55 - $321.23 $1.74M - $1.96M
5.04K $1.47M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-75.5K
- 26.54%
N/A
209K $5.32M
AWK
American Water Works Company, Inc.

Utilities
-12.6K
- 65.54%
$133.82 - $151.96 $1.69M - $1.92M
6.63K $922K
VLO
Valero Energy Corp

Energy
-12.6K
- 60.87%
$104.69 - $141.77 $1.32M - $1.79M
8.12K $1.09M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-23.1K
- 26.97%
$89.63 - $111.92 $2.07M - $2.59M
62.7K $7.02M
SSNC
Ss&C Technologies Holdings Inc

Technology
-18K
- 53.39%
$71.96 - $83.42 $1.29M - $1.5M
15.7K $1.3M
SNA
Snap On Inc

Industrials
-3.99K
- 55.33%
$292.36 - $342.2 $1.17M - $1.37M
3.22K $1M
HD
Home Depot, Inc.

Consumer Cyclical
-3.16K
- 25.86%
$335.24 - $380.78 $1.06M - $1.2M
9.06K $3.32M
CBOE
Cboe Global Markets, Inc.

Financial Services
-5.21K
- 60.04%
$205.81 - $234.23 $1.07M - $1.22M
3.47K $809K
AME
Ametek Inc

Industrials
-5.55K
- 63.56%
$151.41 - $182.75 $841K - $1.01M
3.18K $575K
EEMV
Ishares Msci Emerging Markets

ETFs
-16.3K
- 55.99%
$54.12 - $62.8 $885K - $1.03M
12.9K $807K
ASML
Asml Holding Nv

Technology
-1.61K
- 54.72%
$595.37 - $815.24 $959K - $1.31M
1.33K $1.07M
CME
Cme Group Inc.

Financial Services
-3.28K
- 81.26%
$252.37 - $290.71 $828K - $953K
756 $208K
AMAT
Applied Materials Inc

Technology
-9.07K
- 40.09%
$126.95 - $183.52 $1.15M - $1.66M
13.6K $2.48M
INTU
Intuit Inc

Technology
-1.73K
- 51.76%
$544.07 - $787.63 $942K - $1.36M
1.61K $1.27M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-10.3K
- 55.4%
$73.0 - $85.5 $750K - $878K
8.27K $695K
GS
Goldman Sachs Group Inc

Financial Services
-1.77K
- 50.79%
$462.22 - $707.75 $817K - $1.25M
1.71K $1.21M
PATH
Ui Path, Inc.

Technology
-70.6K
- 71.51%
$9.79 - $13.31 $691K - $940K
28.1K $360K
ECL
Ecolab Inc.

Basic Materials
-2.59K
- 35.53%
$225.65 - $270.95 $585K - $703K
4.71K $1.27M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.36K
- 26.51%
$496.48 - $617.85 $677K - $842K
3.78K $2.33M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6K
- 14.74%
N/A
34.7K $2.98M
SHV
Ishares Tr

ETFs
-3.48K
- 63.44%
$110.06 - $110.46 $383K - $384K
2.01K $221K
WSM
Williams Sonoma Inc

Consumer Cyclical
-2.97K
- 15.61%
$137.62 - $174.44 $408K - $518K
16K $2.62M
XLC
Select Sector Spdr Tr Communic

ETFs
-8.4K
- 19.01%
$86.13 - $108.53 $724K - $912K
35.8K $3.88M
PEP
Pepsico Inc

Consumer Defensive
-1.7K
- 23.14%
$128.02 - $151.37 $217K - $257K
5.64K $744K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.31K
- 61.38%
$90.56 - $109.49 $300K - $363K
2.08K $227K
XT
Ishares Tr Exponential Technol

ETFs
-6.5K
- 41.04%
$49.86 - $65.25 $324K - $424K
9.34K $609K
AMGN
Amgen Inc

Healthcare
-619
- 21.99%
$262.28 - $309.85 $162K - $192K
2.2K $613K
LLY
Eli Lilly & CO

Healthcare
-141
- 5.76%
$713.71 - $898.95 $101K - $127K
2.31K $1.8M
IQV
Iqvia Holdings Inc.

Healthcare
-888
- 24.34%
$137.0 - $174.37 $122K - $155K
2.76K $434K
AMD
Advanced Micro Devices Inc

Technology
-6.04K
- 36.25%
$78.21 - $143.81 $473K - $869K
10.6K $1.51M
GTLS
Chart Industries Inc

Industrials
-1.84K
- 36.28%
$115.08 - $175.5 $211K - $322K
3.22K $530K
ELV
Elevance Health, Inc.

Healthcare
-312
- 21.96%
$372.27 - $452.69 $116K - $141K
1.11K $431K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.88K
- 19.18%
$85.42 - $94.39 $160K - $177K
7.92K $742K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.38K
- 14.43%
$152.93 - $181.74 $211K - $251K
8.19K $1.49M
IBM
International Business Machines Corp

Technology
-1.97K
- 21.92%
$221.03 - $294.78 $435K - $581K
7.02K $2.07M
VIG
Vanguard Dividend Appreciation

ETFs
-828
- 4.46%
N/A
17.7K $3.23M
NEE
Nextera Energy Inc

Utilities
-1.43K
- 5.42%
$64.11 - $75.0 $91.8K - $107K
25K $1.73M
SNOW
Snowflake Inc.

Technology
-1.85K
- 51.37%
$130.53 - $223.77 $242K - $415K
1.76K $392K
JNJ
Johnson & Johnson

Healthcare
-27
- 0.29%
$146.36 - $159.82 $3.95K - $4.32K
9.14K $1.4M
BUG
Global X Fds Cybersecurity ETF

ETFs
-4.59K
- 41.35%
$29.9 - $37.1 $137K - $170K
6.5K $241K
ADBE
Adobe Inc.

Technology
-309
- 22.87%
$340.0 - $420.68 $105K - $130K
1.04K $403K
SOXL
Direxion Daily Semiconductor B

ETFs
-11.9K
- 58.53%
$8.25 - $25.2 $98.2K - $300K
8.44K $211K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.07K
- 15.27%
$114.78 - $133.31 $123K - $143K
5.94K $791K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.34K
- 4.33%
$82.21 - $83.12 $110K - $111K
29.6K $2.45M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-4.17K
- 4.61%
$25.04 - $25.18 $104K - $105K
86.3K $2.17M
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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