Archford Capital Strategies, LLC Portfolio Holdings
Archford Capital Strategies, LLC
- $751 Million
- Q3 2025
Archford Capital Strategies, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $751 Million distributed in 324 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $37.3M, Microsoft Corp with a value of $32.5M, Nvidia Corp with a value of $28.8M, Apple Inc. with a value of $26M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $21.9M.
Examining the 13F form we can see an increase of $33.8M in the current position value, from $717M to 751M.
Below you can find more details about Archford Capital Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$751 Million
ETFs: $351 Million
Technology: $158 Million
Financial Services: $62.7 Million
Consumer Defensive: $33.4 Million
Communication Services: $29.8 Million
Consumer Cyclical: $28 Million
Healthcare: $23.4 Million
Industrials: $20.1 Million
Other: $25.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 324
- Current Value $751 Million
- Prior Value $717 Million
- Filing
- Period Q3 2025
- Filing Date October 17, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 27 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 150 stocks