Archford Capital Strategies, LLC Reduced Holdings in Q3 2024

Archford Capital Strategies, LLC

  • $681 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-81
- 6.81%
$255.18 - $283.2 $20.7K - $22.9K
1.11K $314K
ZTS
Zoetis Inc.

Healthcare
-238
- 11.49%
$172.58 - $196.48 $41.1K - $46.8K
1.83K $358K
QTUM
ETF Ser Solutions Defiance Qua
-121
- 2.46%
N/A
4.81K $0
Ishares Ibonds Dec 2033 Term Corporate ETF
-1.53K
- 2.04%
N/A
73.3K $0
SMOT
Vaneck ETF Tr Morningstar Smid
-871
- 3.21%
N/A
26.3K $0
Convergence Long/Short Equity ETF
-1.32K
- 2.9%
N/A
44.3K $0
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.41K
- 2.54%
$23.63 - $24.42 $33.4K - $34.5K
54.2K $1.32M
MUB
Ishares National Muni Bond ETF

ETFs
-224
- 1.71%
$106.13 - $108.7 $23.8K - $24.3K
12.9K $1.4M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-340
- 3.9%
$42.66 - $45.18 $14.5K - $15.4K
8.39K $378K
BUG
Global X Fds Cybersecurity ETF

ETFs
-878
- 3.66%
$27.33 - $31.1 $24K - $27.3K
23.1K $715K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.38K
- 2.46%
$24.62 - $25.59 $34K - $35.3K
54.7K $1.4M
RSG
Republic Services, Inc.

Industrials
-7
- 0.57%
$189.34 - $208.21 $1.33K - $1.46K
1.23K $247K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-1.6K
- 2.73%
$22.51 - $23.57 $36.1K - $37.8K
57.1K $1.34M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-103
- 0.57%
$49.93 - $51.15 $5.14K - $5.27K
18K $918K
CLOU
Global X Fds Cloud Computing E

ETFs
-714
- 2.22%
$18.22 - $20.61 $13K - $14.7K
31.5K $647K
GNOM
Global X Fds Genomics & Biotec

ETFs
-1.34K
- 3.63%
$10.32 - $11.8 $13.8K - $15.8K
35.5K $399K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-194
- 3.52%
$64.02 - $71.97 $12.4K - $14K
5.31K $371K
PG
Procter & Gamble CO

Consumer Defensive
-684
- 4.17%
$160.76 - $177.82 $110K - $122K
15.7K $2.72M
TGT
Target Corp

Consumer Defensive
-102
- 2.54%
$133.47 - $159.25 $13.6K - $16.2K
3.92K $610K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-368
- 1.14%
$81.31 - $83.29 $29.9K - $30.7K
31.8K $2.64M
ABT
Abbott Laboratories

Healthcare
-163
- 4.49%
$100.07 - $118.13 $16.3K - $19.3K
3.46K $394K
FCX
Freeport Mcmoran Inc

Basic Materials
-117
- 0.64%
$39.52 - $51.92 $4.62K - $6.07K
18.1K $904K
MILN
Global X Funds Global X Millen

ETFs
-352
- 3.54%
$35.99 - $41.95 $12.7K - $14.8K
9.59K $401K
FINX
Global X Fds Fintech ETF (De)

ETFs
-1.05K
- 6.12%
$24.05 - $28.25 $25.2K - $29.6K
16.1K $450K
GS
Goldman Sachs Group Inc

Financial Services
-19
- 2.73%
$459.02 - $510.25 $8.72K - $9.69K
677 $335K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1
- 0.02%
$39.47 - $49.4 $39.5 - $49.4
6.6K $313K
HERO
Global X Fds Video Games & Esp

ETFs
-442
- 3.63%
$20.55 - $24.34 $9.08K - $10.8K
11.7K $285K
CMI
Cummins Inc

Industrials
-40
- 4.21%
$266.63 - $326.4 $10.7K - $13.1K
911 $294K
PEP
Pepsico Inc

Consumer Defensive
-32
- 0.46%
$161.9 - $179.3 $5.18K - $5.74K
6.98K $1.19M
IBDV
Ishares Tr

Technology
-937
- 1.54%
$21.11 - $22.24 $19.8K - $20.8K
60K $1.33M
KO
Coca Cola CO

Consumer Defensive
-90
- 1.7%
$62.69 - $73.01 $5.64K - $6.57K
5.2K $373K
UL
Unilever PLC

Consumer Defensive
-5
- 0.13%
$54.7 - $65.59 $274 - $328
3.86K $250K
ACWI
Ishares Msci Acwi ETF

ETFs
-103
- 1.44%
$107.24 - $119.84 $11K - $12.3K
7.07K $844K
PAVE
Global X Fds Us Infrastructure

ETFs
-573
- 3.56%
$36.39 - $41.16 $20.9K - $23.6K
15.5K $639K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 2.19%
$3305.62 - $4268.05 $19.8K - $25.6K
268 $1.13M
SAGP
Advisors Inner Circle Fd Iii S
-506
- 2.49%
$27.02 - $30.1 $13.7K - $15.2K
19.8K $596K
JPM
Jpmorgan Chase & CO

Financial Services
-622
- 3.03%
$194.9 - $224.8 $121K - $140K
19.9K $4.2M
FDL
First Tr Morningstar Dividend

ETFs
-480
- 2.88%
$37.66 - $42.06 $18.1K - $20.2K
16.2K $679K
PWR
Quanta Services, Inc.

Industrials
-38
- 2.71%
$239.58 - $298.23 $9.1K - $11.3K
1.36K $406K
KEYS
Keysight Technologies, Inc.

Technology
-44
- 1.64%
$119.86 - $158.87 $5.27K - $6.99K
2.64K $419K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-1.75K
- 2.02%
$24.34 - $25.83 $42.6K - $45.2K
84.7K $2.18M
AOA
Ishares Tr Core Aggressive All

ETFs
-856
- 2.82%
$72.11 - $79.05 $61.7K - $67.7K
29.5K $2.33M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-2.19K
- 1.88%
$20.12 - $21.28 $44K - $46.5K
114K $2.42M
CAT
Caterpillar Inc

Industrials
-2
- 0.17%
$316.8 - $391.12 $634 - $782
1.16K $454K
CMCSA
Comcast Corp

Communication Services
-303
- 0.96%
$37.33 - $41.78 $11.3K - $12.7K
31.3K $1.31M
MP
Mp Materials Corp.

Basic Materials
-8
- 0.05%
$10.49 - $18.39 $83.9 - $147
16.3K $287K
FTNT
Fortinet, Inc.

Technology
-118
- 2.26%
$55.39 - $77.55 $6.54K - $9.15K
5.11K $395K
D
Dominion Energy, Inc

Utilities
-707
- 5.02%
$48.01 - $58.53 $33.9K - $41.4K
13.4K $773K
JNJ
Johnson & Johnson

Healthcare
-400
- 4.19%
$145.48 - $167.38 $58.2K - $67K
9.14K $1.48M
Activity Summary
Buys All Purchases 108 New Holdings 8 Increased Positions 100 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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