Archford Capital Strategies, LLC Purchases in Q1 2025

Archford Capital Strategies, LLC

  • $636 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
177K
+ 1469.73%
$64.88 - $72.1 $11.5M - $12.7M
189K $12.4M
IEMG
Ishares Inc

ETFs
183K
+ 2790.32%
N/A
189K $10.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
203K
+ 2379.31%
$32.57 - $35.82 $6.62M - $7.29M
212K $7.02M
NVDA
Nvidia Corp

Technology
75.8K
+ 110.79%
$106.98 - $149.43 $8.11M - $11.3M
144K $15.6M
RECS
Columbia ETF Tr I

ETFs
181K
+ 223.34%
$32.64 - $36.08 $5.92M - $6.55M
263K $8.73M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
229K
+ 409.67%
N/A
284K $7.25M
IEFA
Ishares Tr

ETFs
50.3K
+ 15.49%
$69.57 - $78.65 $3.5M - $3.96M
375K $28.4M
V
Visa Inc.

Financial Services
11.9K
+ 34.58%
$306.92 - $362.71 $3.66M - $4.32M
46.4K $16.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
162K
+ 693.17%
$32.42 - $36.13 $5.25M - $5.85M
185K $6.11M
MO
Altria Group, Inc.

Consumer Defensive
78.3K
New
$50.81 - $60.02 $3.98M - $4.7M
78.3K $4.7M
XLC
Select Sector Spdr Tr Communic

ETFs
44.2K
New
$94.84 - $105.31 $4.19M - $4.65M
44.2K $4.26M
TJX
Tjx Companies Inc

Consumer Cyclical
33.4K
New
$112.81 - $126.16 $3.77M - $4.22M
33.4K $4.07M
BK
Bank Of New York Mellon Corp

Financial Services
45.7K
New
$75.42 - $88.95 $3.44M - $4.06M
45.7K $3.83M
UNH
Unitedhealth Group Inc

Healthcare
5.63K
+ 62.93%
$461.52 - $548.18 $2.6M - $3.08M
14.6K $7.63M
WSM
Williams Sonoma Inc

Consumer Cyclical
19K
New
$158.1 - $217.71 $3.01M - $4.14M
19K $3.01M
GOOGL
Alphabet Inc.

Communication Services
25.4K
+ 73.06%
$154.33 - $206.19 $3.92M - $5.23M
60.1K $9.3M
CALM
Cal Maine Foods Inc

Consumer Defensive
27.4K
New
$80.87 - $115.8 $2.22M - $3.17M
27.4K $2.49M
WMT
Walmart Inc.

Consumer Defensive
28.7K
+ 75.42%
$84.5 - $105.05 $2.42M - $3.01M
66.7K $5.85M
JEPI
J P Morgan Exchange Traded Fd

ETFs
37.2K
+ 400.74%
$56.17 - $59.71 $2.09M - $2.22M
46.5K $2.65M
JBL
Jabil Inc

Technology
14.2K
New
$130.51 - $173.33 $1.86M - $2.47M
14.2K $1.94M
XLF
Financial Sector Spdr

ETFs
35.6K
+ 35.14%
$47.32 - $52.19 $1.68M - $1.86M
137K $6.81M
JPM
Jpmorgan Chase & CO

Financial Services
6.97K
+ 34.99%
$225.19 - $279.95 $1.57M - $1.95M
26.9K $6.59M
BALT
Innovator Etfs Tr
55.1K
New
$31.31 - $31.89 $1.73M - $1.76M
55.1K $1.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.37K
+ 11.26%
$442.66 - $534.52 $604K - $730K
13.5K $7.19M
CMCSA
Comcast Corp

Communication Services
44.8K
+ 137.69%
$33.19 - $38.23 $1.49M - $1.71M
77.4K $2.86M
AAPL
Apple Inc.

Technology
16.3K
+ 22.37%
$209.68 - $247.1 $3.42M - $4.03M
89.2K $19.8M
GS
Goldman Sachs Group Inc

Financial Services
2.8K
+ 410.41%
$524.81 - $672.19 $1.47M - $1.88M
3.48K $1.9M
IYW
Ishares Dj Us Tech ETF

ETFs
10.2K
New
$140.44 - $166.79 $1.43M - $1.7M
10.2K $1.43M
WFC
Wells Fargo & Company

Financial Services
18.6K
New
$66.78 - $81.42 $1.24M - $1.52M
18.6K $1.34M
XLE
Energy Sector Spdr

ETFs
11.5K
+ 79.14%
$85.7 - $93.96 $983K - $1.08M
26K $2.43M
IVV
Ishares Core S&P 500 ETF

ETFs
2.09K
+ 79.98%
$554.06 - $615.85 $1.16M - $1.29M
4.7K $2.64M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
10.7K
New
$97.76 - $107.35 $1.05M - $1.15M
10.7K $1.08M
SMTC
Semtech Corp

Technology
30.9K
New
$31.44 - $77.15 $970K - $2.38M
30.9K $1.06M
CVX
Chevron Corp

Energy
4.73K
+ 42.52%
$146.71 - $167.97 $693K - $794K
15.8K $2.65M
AWK
American Water Works Company, Inc.

Utilities
4.79K
+ 33.18%
$121.01 - $149.31 $580K - $715K
19.2K $2.84M
XOM
Exxon Mobil Corp

Energy
5.9K
+ 20.94%
$105.44 - $118.93 $622K - $702K
34.1K $4.05M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.1K
New
$92.45 - $106.69 $933K - $1.08M
10.1K $937K
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
20.9K
+ 296.77%
$44.65 - $46.38 $932K - $968K
27.9K $1.25M
SU
Suncor Energy Inc

Energy
23.9K
New
$34.27 - $40.63 $819K - $971K
23.9K $924K
MCD
Mcdonalds Corp

Consumer Cyclical
2.32K
+ 26.29%
$279.74 - $321.29 $649K - $745K
11.1K $3.48M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
8.6K
New
$89.88 - $110.11 $773K - $947K
8.6K $865K
MSFT
Microsoft Corp

Technology
8.2K
+ 16.91%
$375.39 - $447.2 $3.08M - $3.67M
56.7K $21.3M
MA
Mastercard Inc

Financial Services
1.14K
+ 15.93%
$504.67 - $576.31 $576K - $658K
8.31K $4.56M
SYF
Synchrony Financial

Financial Services
14.6K
New
$51.9 - $70.63 $760K - $1.03M
14.6K $774K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.87K
New
$132.75 - $177.12 $646K - $862K
4.87K $742K
VLO
Valero Energy Corp

Energy
4.34K
+ 26.46%
$121.76 - $142.99 $529K - $621K
20.7K $2.74M
FTDR
Frontdoor, Inc.

Consumer Cyclical
18.6K
New
$37.07 - $62.39 $690K - $1.16M
18.6K $714K
EAT
Brinker International, Inc

Consumer Cyclical
4.61K
New
$133.46 - $189.14 $616K - $873K
4.61K $687K
HD
Home Depot, Inc.

Consumer Cyclical
2.46K
+ 25.18%
$347.25 - $424.87 $854K - $1.04M
12.2K $4.48M
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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