Archford Capital Strategies, LLC Incresed Positions in Q4 2024

Archford Capital Strategies, LLC

  • $643 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
241
+ 0.63%
$159.67 - $250.0 $38.5K - $60.3K
38.7K $8.98M
AAPL
Apple Inc.

Technology
4.45K
+ 6.5%
$221.69 - $259.02 $986K - $1.15M
72.9K $18.2M
AMZN
Amazon Com Inc

Consumer Cyclical
893
+ 2.04%
$180.88 - $232.93 $162K - $208K
44.7K $9.8M
V
Visa Inc.

Financial Services
451
+ 1.33%
$273.87 - $320.91 $124K - $145K
34.5K $10.9M
BBUS
J P Morgan Exchg Traded Fd

ETFs
12.5K
+ 14.31%
$102.46 - $110.17 $1.28M - $1.38M
99.7K $10.6M
DFAE
Dimensional ETF Tr

ETFs
56.8K
+ 29.86%
$25.36 - $28.15 $1.44M - $1.6M
247K $6.26M
ASML
Asml Holding Nv

Technology
1.49K
+ 222.24%
$658.43 - $872.27 $980K - $1.3M
2.16K $1.5M
GOOGL
Alphabet Inc.

Communication Services
700
+ 2.06%
$161.86 - $196.66 $113K - $138K
34.7K $6.58M
NVDA
Nvidia Corp

Technology
210
+ 0.31%
$117.0 - $148.88 $24.6K - $31.3K
68.4K $9.18M
GOOG
Alphabet Inc.

Communication Services
823
+ 3.52%
$163.08 - $198.16 $134K - $163K
24.2K $4.61M
CRM
Salesforce, Inc.

Technology
234
+ 3.0%
$270.87 - $367.87 $63.4K - $86.1K
8.02K $2.68M
MA
Mastercard Inc

Financial Services
526
+ 7.92%
$491.3 - $536.15 $258K - $282K
7.17K $3.77M
NFLX
Netflix Inc

Communication Services
32
+ 1.28%
$687.65 - $936.56 $22K - $30K
2.54K $2.26M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.7K
+ 15.91%
$126.68 - $134.74 $468K - $498K
26.9K $3.44M
HERO
Global X Fds Video Games & Esp

ETFs
18.5K
+ 157.78%
$22.79 - $25.51 $422K - $472K
30.2K $709K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.37K
+ 24.22%
$88.59 - $94.57 $476K - $508K
27.6K $2.45M
PYCR
Paycor Hcm, Inc.

Technology
9.92K
+ 19.61%
$13.11 - $20.35 $130K - $202K
60.5K $1.12M
PATH
Ui Path, Inc.

Technology
31K
+ 112.01%
$11.95 - $15.5 $370K - $480K
58.6K $745K
TSLA
Tesla, Inc.

Consumer Cyclical
161
+ 9.1%
$213.65 - $479.86 $34.4K - $77.3K
1.93K $779K
SNA
Snap On Inc

Industrials
3
+ 0.05%
$285.44 - $371.35 $856 - $1.11K
6.24K $2.12M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.76K
+ 45.51%
$66.77 - $71.52 $251K - $269K
12K $828K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.84K
+ 109.18%
$57.53 - $60.83 $279K - $295K
9.28K $533K
QQQ
Invesco Qqq Trust, Series 1

ETFs
427
+ 22.14%
$481.22 - $538.17 $205K - $230K
2.36K $1.2M
SOFI
So Fi Technologies, Inc.

Financial Services
70
+ 0.21%
$7.63 - $16.88 $534 - $1.18K
33.8K $520K
FIS
Fidelity National Information Services, Inc.

Technology
4.22K
+ 14.43%
$80.14 - $90.95 $338K - $384K
33.4K $2.7M
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 1.1%
$873.59 - $994.69 $51.5K - $58.7K
5.43K $4.98M
SNOW
Snowflake Inc.

Technology
590
+ 19.99%
$109.65 - $186.51 $64.7K - $110K
3.54K $546K
GLDM
World Gold Trust

ETFs
4.24K
+ 3.73%
$50.76 - $55.23 $215K - $234K
118K $6.13M
MSFT
Microsoft Corp

Technology
1.44K
+ 3.05%
$406.35 - $454.46 $584K - $653K
48.5K $20.4M
MUB
Ishares National Muni Bond ETF

ETFs
2.02K
+ 15.64%
$105.78 - $108.7 $214K - $219K
14.9K $1.59M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4K
+ 22.26%
$49.79 - $51.14 $199K - $205K
22K $1.1M
VIG
Vanguard Dividend Appreciation

ETFs
868
+ 1.46%
N/A
60.2K $11M
GTLS
Chart Industries Inc

Industrials
48
+ 2.16%
$119.65 - $202.35 $5.74K - $9.71K
2.27K $433K
MGC
Vanguard Mega Cap ETF

ETFs
250
+ 1.58%
$204.21 - $220.18 $51.1K - $55K
16.1K $3.42M
ET
Energy Transfer LP

Energy
1.25K
+ 3.73%
$16.05 - $19.86 $20K - $24.8K
34.7K $680K
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
VTI
Vanguard Total Stock Market Et

ETFs
271
+ 24.44%
$280.04 - $302.45 $75.9K - $82K
1.38K $399K
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
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
Track This Portfolio

Track Archford Capital Strategies, LLC Portfolio

Follow Archford Capital Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Archford Capital Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Archford Capital Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email