Archford Capital Strategies, LLC Reduced Holdings in Q1 2025

Archford Capital Strategies, LLC

  • $636 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZS
Zscaler, Inc.

Technology
-2.76K
- 67.87%
$181.66 - $216.87 $501K - $598K
1.31K $259K
GPC
Genuine Parts CO

Consumer Cyclical
-3.73K
- 68.02%
$115.91 - $129.02 $432K - $481K
1.75K $208K
CME
Cme Group Inc.

Financial Services
-2.16K
- 34.86%
$225.82 - $266.54 $488K - $575K
4.04K $1.07M
MUB
Ishares National Muni Bond ETF

ETFs
-2.8K
- 18.75%
$104.71 - $107.69 $293K - $301K
12.1K $1.28M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.12K
- 23.3%
$49.25 - $50.66 $252K - $259K
16.8K $835K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.72K
- 6.13%
$58.81 - $68.2 $101K - $117K
26.3K $1.57M
TGT
Target Corp

Consumer Defensive
-1.09K
- 26.78%
$103.65 - $142.5 $113K - $156K
2.99K $311K
ORCL
Oracle Corp

Technology
-676
- 16.37%
$139.81 - $186.47 $94.5K - $126K
3.45K $482K
PCTY
Paylocity Holding Corp

Technology
-51
- 0.32%
$183.21 - $217.86 $9.34K - $11.1K
15.8K $2.97M
IWM
Ishares Russell 2000 ETF

ETFs
-4
- 0.05%
$198.1 - $229.79 $792 - $919
7.95K $1.59M
UNP
Union Pacific Corp

Industrials
-952
- 12.4%
$225.21 - $254.42 $214K - $242K
6.73K $1.59M
UPS
United Parcel Service Inc

Industrials
-657
- 12.62%
$109.66 - $136.26 $72K - $89.5K
4.55K $500K
LOW
Lowes Companies Inc

Consumer Cyclical
-267
- 4.09%
$222.66 - $268.42 $59.5K - $71.7K
6.27K $1.46M
AME
Ametek Inc

Industrials
-388
- 4.25%
$170.39 - $190.43 $66.1K - $73.9K
8.74K $1.5M
DIS
Walt Disney CO

Communication Services
-733
- 16.12%
$96.87 - $114.0 $71K - $83.6K
3.82K $376K
SOFI
So Fi Technologies, Inc.

Financial Services
-4
- 0.01%
$11.18 - $18.03 $44.7 - $72.1
33.8K $392K
SUB
Ishares Short Term National Mu

ETFs
-1.04K
- 12.92%
$105.3 - $106.24 $110K - $111K
7.03K $741K
NOW
Service Now, Inc.

Technology
-20
- 5.87%
$783.83 - $1170.39 $15.7K - $23.4K
321 $255K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.88K
- 21.09%
$50.72 - $50.92 $95.4K - $95.8K
7.04K $357K
EMR
Emerson Electric CO

Industrials
-355
- 9.25%
$108.64 - $131.17 $38.6K - $46.6K
3.48K $381K
SAGP
Advisors Inner Circle Fd Iii S
-4.22K
- 19.26%
$28.16 - $30.84 $119K - $130K
17.7K $533K
BAC
Bank Of America Corp

Financial Services
-1.71K
- 21.0%
$39.61 - $47.74 $67.9K - $81.8K
6.45K $268K
BOTZ
Global X Fds

ETFs
-117
- 0.51%
$28.46 - $34.53 $3.33K - $4.04K
23K $654K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-309
- 4.68%
$47.25 - $67.02 $14.6K - $20.7K
6.3K $299K
GNOM
Global X Fds Genomics & Biotec

ETFs
-74
- 0.22%
$7.95 - $10.29 $588 - $761
33.4K $265K
CAT
Caterpillar Inc

Industrials
-32
- 2.74%
$326.75 - $407.63 $10.5K - $13K
1.14K $374K
PG
Procter & Gamble CO

Consumer Defensive
-542
- 3.49%
$158.56 - $176.26 $85.9K - $95.5K
15K $2.55M
CLOU
Global X Fds Cloud Computing E

ETFs
-525
- 4.45%
$20.99 - $26.34 $11K - $13.8K
11.3K $236K
DHR
Danaher Corp

Healthcare
-11
- 0.66%
$201.62 - $250.59 $2.22K - $2.76K
1.65K $337K
PLD
Prologis, Inc.

Real Estate
-518
- 19.39%
$103.59 - $124.04 $53.7K - $64.3K
2.15K $240K
PFE
Pfizer Inc

Healthcare
-731
- 4.45%
$25.01 - $27.13 $18.3K - $19.8K
15.7K $397K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-431
- 14.13%
$95.85 - $99.25 $41.3K - $42.8K
2.62K $259K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-876
- 6.79%
$16.57 - $18.85 $14.5K - $16.5K
12K $199K
DRIV
Global X Fds Global X Autonomo

ETFs
-388
- 2.63%
$21.14 - $24.23 $8.2K - $9.4K
14.4K $303K
HERO
Global X Fds Video Games & Esp

ETFs
-2.98K
- 9.87%
$23.07 - $27.32 $68.8K - $81.5K
27.2K $679K
CSCO
Cisco Systems, Inc.

Technology
-1.15K
- 6.66%
$58.74 - $64.87 $67.8K - $74.9K
16.2K $997K
MILN
Global X Funds Global X Millen

ETFs
-260
- 2.73%
$41.85 - $49.7 $10.9K - $12.9K
9.28K $400K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-588
- 14.6%
$74.85 - $84.89 $44K - $49.9K
3.44K $281K
AOR
Ishares Tr Core Growth Allocat

ETFs
-363
- 3.57%
$56.63 - $59.39 $20.6K - $21.6K
9.81K $564K
ADI
Analog Devices Inc

Technology
-15
- 1.0%
$201.56 - $243.82 $3.02K - $3.66K
1.48K $298K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-517
- 6.18%
$42.93 - $44.71 $22.2K - $23.1K
7.85K $344K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-54
- 1.17%
$63.44 - $70.44 $3.43K - $3.8K
4.54K $288K
IBDV
Ishares Tr

Technology
-1.66K
- 2.81%
$21.11 - $21.73 $35.1K - $36.1K
57.4K $1.25M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-12
- 0.78%
$168.16 - $186.21 $2.02K - $2.23K
1.53K $261K
VEA
Vanguard Ftse Developed Market

ETFs
-3.21K
- 6.44%
$47.4 - $52.99 $152K - $170K
46.7K $2.37M
IBMP
Ishares Tr Ibonds December 202

ETFs
-589
- 4.89%
$25.1 - $25.34 $14.8K - $14.9K
11.5K $289K
IWR
Ishares Russell Mid Cap ETF

ETFs
-26
- 0.95%
$82.81 - $92.93 $2.15K - $2.42K
2.7K $229K
BUG
Global X Fds Cybersecurity ETF

ETFs
-439
- 3.81%
$31.56 - $36.78 $13.9K - $16.1K
11.1K $358K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-405
- 1.29%
$81.83 - $82.73 $33.1K - $33.5K
30.9K $2.56M
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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