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
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
NOW
Service Now, Inc.

Technology
5
+ 1.49%
$867.18 - $1148.42 $4.34K - $5.74K
341 $361K
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
1.48K
+ 26.64%
$45.44 - $46.52 $67.3K - $68.8K
7.04K $320K
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
AMD
Advanced Micro Devices Inc

Technology
3.68K
+ 39.11%
$118.88 - $172.8 $437K - $636K
13.1K $1.58M
FAST
Fastenal CO

Industrials
345
+ 1.39%
$69.99 - $84.35 $24.1K - $29.1K
25.1K $1.8M
BAC
Bank Of America Corp

Financial Services
52
+ 0.64%
$39.22 - $47.77 $2.04K - $2.48K
8.16K $358K
ABC
Amerisourcebergen Corp

Healthcare
166
+ 1.05%
N/A
16K $2.97M
BOTZ
Global X Fds

ETFs
986
+ 4.45%
$31.11 - $34.18 $30.7K - $33.7K
23.1K $739K
SAGP
Advisors Inner Circle Fd Iii S
2.08K
+ 10.47%
$28.49 - $30.96 $59.2K - $64.3K
21.9K $624K
ACN
Accenture PLC

Technology
102
+ 1.77%
$343.9 - $376.86 $35.1K - $38.4K
5.88K $2.07M
BX
Blackstone Inc.

Financial Services
3
+ 0.23%
$148.45 - $199.05 $445 - $597
1.3K $224K
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
USB
Us Bancorp \De\

Financial Services
7
+ 0.1%
$43.98 - $53.66 $308 - $376
7.16K $342K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.22%
$280.08 - $307.97 $560 - $616
893 $261K
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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
157
+ 5.43%
$96.64 - $101.23 $15.2K - $15.9K
3.05K $295K
IWR
Ishares Russell Mid Cap ETF

ETFs
26
+ 0.96%
$87.25 - $95.52 $2.27K - $2.48K
2.73K $240K
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
SMOT
Vaneck ETF Tr Morningstar Smid
2.1K
+ 7.97%
N/A
28.4K $0
Ishares Ibonds Dec 2033 Term Corporate ETF
2.25K
+ 3.07%
N/A
75.6K $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
12
+ 0.78%
$176.42 - $186.91 $2.12K - $2.24K
1.54K $274K
RSG
Republic Services, Inc.

Industrials
1
+ 0.08%
$198.0 - $218.75 $198 - $219
1.23K $247K
QTUM
ETF Ser Solutions Defiance Qua
334
+ 6.95%
N/A
5.14K $0
Convergence Long/Short Equity ETF
2.88K
+ 6.49%
N/A
47.2K $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2
+ 0.07%
$77.86 - $79.27 $156 - $159
2.76K $215K
WM
Waste Management Inc

Industrials
4
+ 0.24%
$201.79 - $228.46 $807 - $914
1.65K $333K
DKNG
Draft Kings Inc.

Consumer Cyclical
36
+ 0.55%
$35.32 - $44.84 $1.27K - $1.61K
6.6K $245K
FN
Fabrinet

Technology
84
+ 4.66%
$214.76 - $271.08 $18K - $22.8K
1.89K $414K
CVX
Chevron Corp

Energy
97
+ 0.88%
$141.15 - $162.53 $13.7K - $15.8K
11.1K $1.61M
IWD
Ishares Russell 1000 Val ETF

ETFs
3
+ 0.08%
$183.23 - $199.79 $550 - $599
3.61K $668K
APD
Air Products & Chemicals, Inc.

Basic Materials
91
+ 1.35%
$285.5 - $335.62 $26K - $30.5K
6.84K $1.98M
CAT
Caterpillar Inc

Industrials
8
+ 0.69%
$360.37 - $416.88 $2.88K - $3.34K
1.17K $424K
UL
Unilever PLC

Consumer Defensive
4
+ 0.1%
$56.7 - $64.64 $227 - $259
3.87K $219K
CBOE
Cboe Global Markets, Inc.

Financial Services
152
+ 2.13%
$191.61 - $217.84 $29.1K - $33.1K
7.28K $1.42M
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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