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
PCAR
Paccar Inc

Industrials
-879
- 10.92%
$86.4 - $99.09 $75.9K - $87.1K
7.17K $681K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.16K
- 12.01%
$52.31 - $63.72 $165K - $201K
23.1K $1.47M
HERO
Global X Fds Video Games & Esp

ETFs
-9.07K
- 33.28%
$23.12 - $32.73 $210K - $297K
18.2K $594K
DUK
Duke Energy Corp

Utilities
-418
- 4.97%
$112.46 - $124.05 $47K - $51.9K
7.99K $943K
ABC
Amerisourcebergen Corp

Healthcare
-446
- 3.86%
N/A
11.1K $2.06M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-4.02K
- 4.79%
$24.31 - $25.29 $97.8K - $102K
79.9K $2.02M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-5.09K
- 4.54%
$20.23 - $21.04 $103K - $107K
107K $2.25M
SAGP
Advisors Inner Circle Fd Iii S
-3.72K
- 20.99%
$27.3 - $32.96 $101K - $122K
14K $460K
XLV
Select Sector Spdr Fund Health

ETFs
-42
- 0.91%
$128.77 - $144.3 $5.41K - $6.06K
4.58K $616K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.38K
- 4.05%
N/A
56.4K $1.34M
MUB
Ishares National Muni Bond ETF

ETFs
-420
- 3.46%
$102.31 - $105.8 $43K - $44.4K
11.7K $1.22M
PBE
Invesco Exchange Traded Fd Tr

ETFs
-873
- 19.22%
$56.01 - $65.43 $48.9K - $57.1K
3.67K $235K
VZ
Verizon Communications Inc

Communication Services
-243
- 1.21%
$41.67 - $45.62 $10.1K - $11.1K
19.8K $856K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.34K
- 4.48%
$24.94 - $25.42 $58.4K - $59.5K
50K $1.27M
SU
Suncor Energy Inc

Energy
-542
- 2.27%
$31.54 - $41.04 $17.1K - $22.2K
23.3K $874K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-2.63K
- 4.83%
$22.7 - $23.33 $59.7K - $61.4K
51.8K $1.21M
IBDV
Ishares Tr

Technology
-2.72K
- 4.74%
$21.28 - $21.98 $57.9K - $59.8K
54.7K $1.2M
UNP
Union Pacific Corp

Industrials
-11
- 0.16%
$208.27 - $238.46 $2.29K - $2.62K
6.72K $1.55M
FTNT
Fortinet, Inc.

Technology
-1.19K
- 13.37%
$84.71 - $108.69 $100K - $129K
7.68K $811K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-1.68K
- 22.78%
$61.92 - $81.5 $104K - $137K
5.71K $464K
PTC
Ptc Inc.

Technology
-773
- 14.3%
$136.74 - $173.24 $106K - $134K
4.63K $798K
KEYS
Keysight Technologies, Inc.

Technology
-744
- 12.26%
$127.02 - $165.4 $94.5K - $123K
5.33K $872K
GNOM
Global X Fds Genomics & Biotec

ETFs
-6.09K
- 18.24%
$6.97 - $8.49 $42.4K - $51.7K
27.3K $230K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-662
- 19.24%
$72.96 - $90.39 $48.3K - $59.8K
2.78K $248K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-792
- 19.94%
$57.46 - $65.66 $45.5K - $52K
3.18K $206K
QCOM
Qualcomm Inc

Technology
-526
- 5.42%
$124.66 - $159.48 $65.6K - $83.9K
9.19K $1.46M
TGT
Target Corp

Consumer Defensive
-85
- 2.85%
$88.76 - $105.77 $7.54K - $8.99K
2.9K $286K
PAVE
Global X Fds Us Infrastructure

ETFs
-2.06K
- 16.95%
$33.78 - $43.68 $69.7K - $90.1K
10.1K $440K
ESTC
Elastic N.V.

Technology
-11
- 0.35%
$73.36 - $94.17 $807 - $1.04K
3.17K $267K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-114
- 0.68%
$48.13 - $49.85 $5.49K - $5.68K
16.7K $820K
DHR
Danaher Corp

Healthcare
-11
- 0.67%
$174.64 - $205.16 $1.92K - $2.26K
1.64K $322K
SUB
Ishares Short Term National Mu

ETFs
-162
- 2.31%
$104.77 - $106.34 $17K - $17.2K
6.86K $729K
MPLX
Mplx LP

Energy
-72
- 1.72%
$46.68 - $53.89 $3.36K - $3.88K
4.11K $211K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-109
- 1.76%
N/A
6.09K $191K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-438
- 5.58%
$41.55 - $46.04 $18.2K - $20.2K
7.41K $341K
MMM
3 M CO

Industrials
-67
- 4.61%
$126.09 - $154.15 $8.45K - $10.3K
1.39K $211K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-33
- 0.47%
$50.52 - $50.92 $1.67K - $1.68K
7.01K $356K
Ishares Tr
-3.17K
- 3.85%
N/A
79.1K $0
DGIN
Vaneck Fds Digital India ETF
-1.15K
- 19.12%
N/A
4.86K $0
Ishares Tr
-3.53K
- 4.57%
N/A
73.7K $0
J P Morgan Exchange Traded F
-2.31K
- 17.02%
N/A
11.2K $0
Arista Networks Inc
-10.2K
- 27.5%
N/A
26.9K $0
QTUM
ETF Ser Solutions Defiance Qua
-1.3K
- 19.78%
N/A
5.28K $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7
- 0.27%
$96.84 - $99.46 $678 - $696
2.61K $259K
Blackrock Inc
-31
- 7.89%
N/A
362 $0
Dbx ETF Tr
-4.08K
- 13.39%
N/A
26.4K $0
BILL
Bill.Com Holdings, Inc.

Technology
-30
- 0.39%
$37.81 - $48.03 $1.13K - $1.44K
7.62K $352K
D
Dominion Energy, Inc

Utilities
-50
- 0.37%
$49.66 - $58.0 $2.48K - $2.9K
13.3K $753K
IVV
Ishares Core S&P 500 ETF

ETFs
-424
- 9.02%
$498.8 - $620.9 $211K - $263K
4.28K $2.66M
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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