Archford Capital Strategies, LLC Portfolio Holdings
Archford Capital Strategies, LLC
- $717 Million
- Q2 2025
Archford Capital Strategies, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $717 Million distributed in 321 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $31.5M, Microsoft Corp with a value of $30.8M, Vanguard Bd Index Fd Inc Total with a value of $29.1M, Vanguard Growth ETF with a value of $26.3M, and Nvidia Corp with a value of $24.4M.
Examining the 13F form we can see an increase of $81.4M in the current position value, from $636M to 717M.
Below you can find more details about Archford Capital Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$717 Million
ETFs: $348 Million
Technology: $138 Million
Financial Services: $61.4 Million
Consumer Defensive: $37.6 Million
Consumer Cyclical: $31.7 Million
Communication Services: $27.3 Million
Industrials: $18.7 Million
Healthcare: $16.1 Million
Other: $25.9 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 321
- Current Value $717 Million
- Prior Value $636 Million
- Filing
- Period Q2 2025
- Filing Date July 17, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 38 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 146 stocks