Archford Capital Strategies, LLC Purchases in Q4 2024

Archford Capital Strategies, LLC

  • $643 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
URA
Global X Uranium ETF

ETFs
6.1K
+ 49.79%
$26.78 - $33.46 $163K - $204K
18.3K $491K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
5.28K
+ 10.45%
N/A
55.8K $1.42M
ZS
Zscaler, Inc.

Technology
535
+ 15.16%
$166.99 - $211.99 $89.3K - $113K
4.07K $733K
SSNC
Ss&C Technologies Holdings Inc

Technology
1.03K
+ 3.36%
$69.93 - $77.36 $71.7K - $79.3K
31.5K $2.39M
ACWI
Ishares Msci Acwi ETF

ETFs
1.11K
+ 15.64%
$117.05 - $123.03 $129K - $136K
8.17K $960K
PCAR
Paccar Inc

Industrials
82
+ 0.47%
$97.92 - $118.41 $8.03K - $9.71K
17.4K $1.81M
CME
Cme Group Inc.

Financial Services
122
+ 2.01%
$221.17 - $246.02 $27K - $30K
6.19K $1.44M
DDOG
Datadog, Inc.

Technology
68
+ 2.28%
$113.98 - $168.65 $7.75K - $11.5K
3.05K $435K
VEEV
Veeva Systems Inc

Healthcare
404
+ 8.07%
$201.81 - $250.45 $81.5K - $101K
5.41K $1.14M
SUB
Ishares Short Term National Mu

ETFs
872
+ 12.12%
$104.94 - $106.2 $91.5K - $92.6K
8.07K $850K
AME
Ametek Inc

Industrials
41
+ 0.45%
$165.89 - $197.38 $6.8K - $8.09K
9.12K $1.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 1.68%
$567.81 - $607.81 $36.3K - $38.9K
3.88K $2.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
339
+ 2.88%
$442.29 - $483.08 $150K - $164K
12.1K $5.5M
EMR
Emerson Electric CO

Industrials
107
+ 2.87%
$108.13 - $134.33 $11.6K - $14.4K
3.84K $475K
IVV
Ishares Core S&P 500 ETF

ETFs
63
+ 2.47%
$570.51 - $610.59 $35.9K - $38.5K
2.61K $1.54M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4
+ 0.06%
$45.39 - $62.98 $182 - $252
6.61K $375K
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
1.48K
+ 26.64%
$45.44 - $46.52 $67.3K - $68.8K
7.04K $320K
NOW
Service Now, Inc.

Technology
5
+ 1.49%
$867.18 - $1148.42 $4.34K - $5.74K
341 $361K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.2K
+ 15.48%
$50.67 - $50.9 $60.6K - $60.9K
8.92K $452K
BMY
Bristol Myers Squibb CO

Healthcare
2
+ 0.02%
$51.92 - $59.94 $104 - $120
11.8K $667K
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.74%
$486.1 - $608.57 $2.43K - $3.04K
682 $390K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
495
+ 7.51%
$73.49 - $86.09 $36.4K - $42.6K
7.09K $546K
INTU
Intuit Inc

Technology
24
+ 0.59%
$602.01 - $706.25 $14.4K - $17K
4.08K $2.56M
MP
Mp Materials Corp.

Basic Materials
4.85K
+ 29.83%
$15.6 - $23.11 $75.7K - $112K
21.1K $329K
AMD
Advanced Micro Devices Inc

Technology
3.68K
+ 39.11%
$118.88 - $172.8 $437K - $636K
13.1K $1.58M
BAC
Bank Of America Corp

Financial Services
52
+ 0.64%
$39.22 - $47.77 $2.04K - $2.48K
8.16K $358K
FAST
Fastenal CO

Industrials
345
+ 1.39%
$69.99 - $84.35 $24.1K - $29.1K
25.1K $1.8M
ABC
Amerisourcebergen Corp

Healthcare
166
+ 1.05%
N/A
16K $2.97M
SAGP
Advisors Inner Circle Fd Iii S
2.08K
+ 10.47%
$28.49 - $30.96 $59.2K - $64.3K
21.9K $624K
BOTZ
Global X Fds

ETFs
986
+ 4.45%
$31.11 - $34.18 $30.7K - $33.7K
23.1K $739K
BX
Blackstone Inc.

Financial Services
3
+ 0.23%
$148.45 - $199.05 $445 - $597
1.3K $224K
ACN
Accenture PLC

Technology
102
+ 1.77%
$343.9 - $376.86 $35.1K - $38.4K
5.88K $2.07M
KEYS
Keysight Technologies, Inc.

Technology
123
+ 4.66%
$149.01 - $172.53 $18.3K - $21.2K
2.76K $443K
META
Meta Platforms, Inc.

Communication Services
8
+ 0.74%
$554.08 - $632.68 $4.43K - $5.06K
1.1K $645K
ADI
Analog Devices Inc

Technology
206
+ 15.98%
$206.35 - $236.48 $42.5K - $48.7K
1.5K $317K
OKE
Oneok Inc

Energy
2
+ 0.09%
$92.28 - $117.05 $185 - $234
2.13K $213K
GLD
Spdr Gold Trust

ETFs
83
+ 3.35%
$236.59 - $257.5 $19.6K - $21.4K
2.56K $620K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.22%
$280.08 - $307.97 $560 - $616
893 $261K
USB
Us Bancorp \De\

Financial Services
7
+ 0.1%
$43.98 - $53.66 $308 - $376
7.16K $342K
AEE
Ameren Corp

Utilities
1
+ 0.01%
$85.81 - $94.98 $85.8 - $95
8.48K $755K
T
At&T Inc.

Communication Services
180
+ 1.5%
$21.22 - $23.88 $3.82K - $4.3K
12.1K $276K
FISV
Fiserv Inc

Technology
57
+ 0.64%
N/A
9K $1.13M
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 0.11%
$278.49 - $315.16 $557 - $630
1.8K $510K
IWR
Ishares Russell Mid Cap ETF

ETFs
26
+ 0.96%
$87.25 - $95.52 $2.27K - $2.48K
2.73K $240K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
157
+ 5.43%
$96.64 - $101.23 $15.2K - $15.9K
3.05K $295K
PM
Philip Morris International Inc.

Consumer Defensive
32
+ 1.49%
$118.38 - $133.06 $3.79K - $4.26K
2.18K $261K
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.05%
$216.13 - $242.4 $865 - $970
7.95K $1.76M
QUAL
Ishares Msci Usa Quality Facto

ETFs
12
+ 0.78%
$176.42 - $186.91 $2.12K - $2.24K
1.54K $274K
Ishares Ibonds Dec 2034 Term Corporate ETF
75.6K
New
N/A
75.6K $0
Activity Summary
Buys All Purchases 150 New Holdings 21 Increased Positions 129 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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