Archford Capital Strategies, LLC Reduced Holdings in Q4 2024

Archford Capital Strategies, LLC

  • $643 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-67.2K
- 96.71%
$91.29 - $91.8 $6.13M - $6.17M
2.29K $209K
FNDF
Schwab Fundamental Intl Large

ETFs
-79.3K
- 20.77%
$32.92 - $37.15 $2.61M - $2.94M
302K $10M
IEFA
Ishares Tr

ETFs
-2.24K
- 0.68%
$70.06 - $77.43 $157K - $174K
325K $22.8M
VBR
Vanguard Small Cap Value ETF

ETFs
-10.7K
- 33.18%
$197.36 - $217.3 $2.11M - $2.32M
21.5K $4.27M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-35.2K
- 18.12%
$55.86 - $60.21 $1.97M - $2.12M
159K $9.12M
VBK
Vanguard Small Cap Growth ETF

ETFs
-8.09K
- 24.91%
$264.18 - $304.19 $2.14M - $2.46M
24.4K $6.83M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-27.9K
- 49.86%
$63.58 - $71.15 $1.77M - $1.98M
28K $1.82M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.95K
- 0.66%
$71.75 - $75.11 $211K - $221K
443K $31.9M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-6.5K
- 7.42%
$79.93 - $88.06 $520K - $572K
81.1K $6.49M
SHV
Ishares Tr

ETFs
-9.53K
- 9.8%
$109.92 - $110.57 $1.05M - $1.05M
87.7K $9.66M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-8.04K
- 3.58%
$31.92 - $36.14 $257K - $291K
217K $6.92M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-14.2K
- 16.95%
$44.04 - $49.49 $626K - $704K
69.7K $3.07M
EEMV
Ishares Msci Emerging Markets

ETFs
-5.66K
- 4.69%
$57.85 - $63.11 $327K - $357K
115K $6.67M
VTV
Vanguard Value ETF

ETFs
-1.58K
- 2.13%
$168.32 - $181.87 $265K - $287K
72.3K $12.2M
NEE
Nextera Energy Inc

Utilities
-3
- 0.01%
$69.77 - $85.43 $209 - $256
40.9K $2.93M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-5.11K
- 20.98%
$70.1 - $76.53 $358K - $391K
19.3K $1.36M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.08K
- 55.77%
$75.1 - $82.99 $381K - $421K
4.03K $304K
XT
Ishares Tr Exponential Technol

ETFs
-4.06K
- 3.47%
$58.7 - $62.72 $238K - $255K
113K $6.74M
CLOU
Global X Fds Cloud Computing E

ETFs
-19.7K
- 62.59%
$20.08 - $25.59 $396K - $505K
11.8K $282K
BUG
Global X Fds Cybersecurity ETF

ETFs
-11.6K
- 50.16%
$30.13 - $34.51 $350K - $400K
11.5K $369K
VT
Vanguard Total World Stk Index

ETFs
-2.46K
- 23.39%
$117.09 - $123.07 $288K - $302K
8.04K $944K
ORCL
Oracle Corp

Technology
-1.53K
- 27.09%
$165.41 - $192.43 $254K - $295K
4.13K $688K
XOM
Exxon Mobil Corp

Energy
-19
- 0.07%
$105.51 - $125.37 $2K - $2.38K
28.2K $3.03M
LOW
Lowes Companies Inc

Consumer Cyclical
-427
- 6.14%
$244.52 - $284.07 $104K - $121K
6.53K $1.61M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-794
- 0.7%
$77.02 - $78.58 $61.2K - $62.4K
112K $8.65M
MRK
Merck & Co., Inc.

Healthcare
-243
- 1.93%
$96.31 - $114.76 $23.4K - $27.9K
12.3K $1.23M
DRIV
Global X Fds Global X Autonomo

ETFs
-8.02K
- 35.23%
$22.45 - $24.22 $180K - $194K
14.7K $338K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-6.01K
- 3.67%
N/A
158K $4.97M
VPU
Vanguard Utilities ETF

ETFs
-700
- 11.86%
$160.52 - $179.11 $112K - $125K
5.2K $849K
UNP
Union Pacific Corp

Industrials
-151
- 1.93%
$223.15 - $249.32 $33.7K - $37.6K
7.68K $1.75M
HD
Home Depot, Inc.

Consumer Cyclical
-28
- 0.29%
$385.02 - $431.37 $10.8K - $12.1K
9.76K $3.8M
PAVE
Global X Fds Us Infrastructure

ETFs
-3.77K
- 24.25%
$40.41 - $45.95 $152K - $173K
11.8K $475K
MCHP
Microchip Technology Inc

Technology
-7
- 0.1%
$55.51 - $79.05 $389 - $553
7.08K $406K
ABBV
Abb Vie Inc.

Healthcare
-266
- 4.77%
$164.99 - $203.87 $43.9K - $54.2K
5.32K $944K
PEP
Pepsico Inc

Consumer Defensive
-102
- 1.46%
$151.29 - $176.1 $15.4K - $18K
6.88K $1.05M
OMFL
Invesco Exchange Traded Self I

ETFs
-6.96K
- 3.57%
$52.49 - $56.58 $365K - $394K
188K $10.2M
UBER
Uber Technologies, Inc

Technology
-147
- 1.72%
$59.93 - $86.34 $8.81K - $12.7K
8.41K $506K
GPC
Genuine Parts CO

Consumer Cyclical
-31
- 0.56%
$113.11 - $143.63 $3.51K - $4.45K
5.48K $640K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-1.36K
- 1.19%
$20.28 - $21.2 $27.6K - $28.8K
113K $2.29M
AOA
Ishares Tr Core Aggressive All

ETFs
-745
- 2.52%
$76.61 - $79.88 $57.1K - $59.5K
28.8K $2.21M
VZ
Verizon Communications Inc

Communication Services
-432
- 2.07%
$39.6 - $45.21 $17.1K - $19.5K
20.4K $815K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-967
- 1.14%
$24.5 - $25.72 $23.7K - $24.9K
83.7K $2.06M
PG
Procter & Gamble CO

Consumer Defensive
-194
- 1.24%
$161.05 - $179.7 $31.2K - $34.9K
15.5K $2.6M
SO
Southern CO

Utilities
-9
- 0.07%
$81.5 - $94.15 $734 - $847
13.8K $1.13M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-820
- 0.59%
$50.37 - $50.6 $41.3K - $41.5K
138K $6.97M
XLV
Select Sector Spdr Fund Health

ETFs
-70
- 1.54%
$136.28 - $154.74 $9.54K - $10.8K
4.48K $616K
DHR
Danaher Corp

Healthcare
-4
- 0.24%
$226.16 - $274.52 $905 - $1.1K
1.66K $380K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-1.63K
- 2.86%
$22.71 - $23.47 $37K - $38.2K
55.4K $1.26M
GNOM
Global X Fds Genomics & Biotec

ETFs
-2.07K
- 5.83%
$9.62 - $11.13 $19.9K - $23K
33.5K $324K
Activity Summary
Buys All Purchases 150 New Holdings 21 Increased Positions 129 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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