Archford Capital Strategies, LLC Portfolio Holdings
Archford Capital Strategies, LLC
- $681 Million
- Q3 2024
Archford Capital Strategies, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $681 Million distributed in 254 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $40.2M, Vanguard Bd Index Fd Inc Total with a value of $33.5M, Ishares Tr with a value of $25.5M, Schwab Strategic Tr Us Large C with a value of $24.5M, and Schwab Fundamental U S Large C with a value of $22.8M.
Examining the 13F form we can see an increase of $70.4M in the current position value, from $611M to 681M.
Below you can find more details about Archford Capital Strategies, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 254
- Current Value $681 Million
- Prior Value $611 Million
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 8 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks