Archford Capital Strategies, LLC Incresed Positions in Q3 2025

Archford Capital Strategies, LLC

  • $751 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
294K
+ 119.19%
$24.38 - $26.34 $7.18M - $7.76M
541K $14.2M
IEMG
Ishares Inc

ETFs
130K
+ 54.7%
N/A
368K $19.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
188K
+ 75.61%
$28.92 - $32.19 $5.43M - $6.04M
436K $13.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
66.2K
+ 31.01%
$72.65 - $78.68 $4.81M - $5.21M
279K $21.9M
IEFA
Ishares Tr

ETFs
50K
+ 13.26%
$81.7 - $87.53 $4.08M - $4.37M
427K $37.3M
AAPL
Apple Inc.

Technology
737
+ 0.73%
$202.38 - $256.87 $149K - $189K
102K $26M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
97.5K
+ 306.01%
$45.55 - $46.55 $4.44M - $4.54M
129K $6M
RECS
Columbia ETF Tr I

ETFs
74.4K
+ 27.63%
$36.82 - $40.35 $2.74M - $3M
344K $13.9M
CSCO
Cisco Systems, Inc.

Technology
55.2K
+ 333.6%
$66.2 - $71.79 $3.66M - $3.97M
71.8K $4.91M
SAMT
Advisors Inn.Circle Fd Iii Str
71K
+ 33.66%
$33.7 - $37.35 $2.39M - $2.65M
282K $10.5M
AVGO
Broadcom Inc.

Technology
946
+ 2.5%
$264.74 - $369.57 $250K - $350K
38.7K $12.8M
ADP
Automatic Data Processing Inc

Industrials
7K
+ 748.56%
$288.69 - $310.94 $2.02M - $2.18M
7.93K $2.33M
MSFT
Microsoft Corp

Technology
940
+ 1.52%
$491.09 - $535.64 $462K - $504K
62.8K $32.5M
BALT
Innovator Etfs Tr
51.7K
+ 80.55%
$32.11 - $32.82 $1.66M - $1.7M
116K $3.81M
CTAS
Cintas Corp

Industrials
6.96K
+ 426.72%
$199.29 - $226.27 $1.39M - $1.58M
8.6K $1.76M
SYF
Synchrony Financial

Financial Services
18.5K
+ 96.98%
$67.53 - $76.86 $1.25M - $1.42M
37.5K $2.66M
TSLA
Tesla, Inc.

Consumer Cyclical
2.22K
+ 72.89%
$293.94 - $444.72 $653K - $989K
5.27K $2.35M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
51.8K
+ 24.79%
N/A
261K $6.64M
SONY
Sony Group Corp

Technology
39.4K
+ 93.03%
$23.92 - $30.07 $942K - $1.18M
81.7K $2.35M
SHEL
Shell PLC

Energy
15.4K
+ 57.31%
$69.82 - $73.93 $1.08M - $1.14M
42.3K $3.03M
JNJ
Johnson & Johnson

Healthcare
4.33K
+ 47.36%
$155.17 - $185.42 $672K - $803K
13.5K $2.5M
MO
Altria Group, Inc.

Consumer Defensive
3.17K
+ 2.71%
$57.75 - $67.68 $183K - $215K
120K $7.94M
TJX
Tjx Companies Inc

Consumer Cyclical
915
+ 2.47%
$121.35 - $144.54 $111K - $132K
38K $5.49M
XLC
Select Sector Spdr Tr Communic

ETFs
3.85K
+ 10.75%
$105.99 - $119.41 $408K - $459K
39.6K $4.69M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
61.9K
+ 132.16%
$11.84 - $13.45 $732K - $832K
109K $1.38M
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.01K
+ 2.77%
$35.76 - $37.93 $215K - $228K
223K $8.41M
FOXA
Fox Corp

Communication Services
9.52K
+ 63.95%
$53.87 - $63.06 $513K - $600K
24.4K $1.54M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.2K
+ 10.0%
$50.47 - $50.74 $618K - $621K
135K $6.83M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.41K
+ 1.27%
$36.04 - $38.78 $86.7K - $93.3K
192K $7.42M
WMT
Walmart Inc.

Consumer Defensive
1.53K
+ 2.16%
$94.4 - $104.27 $145K - $160K
72.4K $7.46M
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.86K
+ 6.75%
$30.76 - $33.01 $273K - $293K
140K $4.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
417
+ 11.03%
$617.65 - $666.84 $258K - $278K
4.2K $2.8M
DIHP
Dimensional ETF Tr Dimensional

ETFs
9.64K
+ 9.8%
$28.69 - $30.59 $276K - $295K
108K $3.28M
BK
Bank Of New York Mellon Corp

Financial Services
382
+ 2.2%
$90.65 - $109.75 $34.6K - $41.9K
17.7K $1.93M
ERIC
Ericsson Lm Telephone CO

Technology
45.5K
+ 31.67%
$7.2 - $8.55 $327K - $389K
189K $1.56M
SAN
Banco Santander, S.A.

Financial Services
12.6K
+ 16.07%
$8.27 - $10.48 $104K - $132K
91.2K $955K
ADT
Adt Inc.

Industrials
32K
+ 43.3%
$8.27 - $8.85 $265K - $283K
106K $922K
JBL
Jabil Inc

Technology
1.3K
+ 8.95%
$202.08 - $234.45 $262K - $304K
15.8K $3.43M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
7
+ 0.35%
$311.12 - $482.13 $2.18K - $3.37K
2.02K $922K
SOFI
So Fi Technologies, Inc.

Financial Services
33
+ 0.11%
$17.64 - $29.81 $582 - $984
31.4K $829K
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.5K
+ 0.92%
$26.46 - $28.43 $39.8K - $42.7K
164K $4.6M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
140
+ 1.73%
$113.83 - $154.45 $15.9K - $21.6K
8.24K $1.27M
AMD
Advanced Micro Devices Inc

Technology
92
+ 0.87%
$134.8 - $184.42 $12.4K - $17K
10.7K $1.73M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.43K
+ 6.96%
$55.61 - $57.37 $191K - $197K
52.7K $3.01M
GTLS
Chart Industries Inc

Industrials
384
+ 11.91%
$162.6 - $200.28 $62.4K - $76.9K
3.61K $721K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
6.25K
+ 7.82%
$24.97 - $25.78 $156K - $161K
86.2K $2.21M
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
+ 19.33%
$5364.25 - $5815.92 $247K - $268K
284 $1.53M
VTI
Vanguard Total Stock Market Et

ETFs
313
+ 14.29%
$303.93 - $329.86 $95.1K - $103K
2.5K $821K
AOA
Ishares Tr Core Aggressive All

ETFs
233
+ 0.81%
$82.71 - $88.14 $19.3K - $20.5K
29K $2.55M
Activity Summary
Buys All Purchases 144 New Holdings 27 Increased Positions 117 Sells All Sells 150 Reductions 150 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