Archford Capital Strategies, LLC Reduced Holdings in Q1 2025

Archford Capital Strategies, LLC

  • $636 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-40K
- 39.92%
$369.1 - $427.61 $14.8M - $17.1M
60.2K $22.3M
SHV
Ishares Tr

ETFs
-82.3K
- 93.75%
$110.11 - $110.51 $9.06M - $9.09M
5.48K $605K
OMFL
Invesco Exchange Traded Self I

ETFs
-152K
- 80.78%
$52.19 - $57.45 $7.91M - $8.71M
36.1K $1.92M
VIG
Vanguard Dividend Appreciation

ETFs
-41.6K
- 69.14%
N/A
18.6K $3.38M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-125K
- 78.61%
$55.41 - $60.74 $6.94M - $7.6M
34.1K $1.92M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-81.1K
- 66.59%
N/A
40.7K $3.49M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-208K
- 95.85%
$31.09 - $34.34 $6.46M - $7.13M
8.99K $298K
XT
Ishares Tr Exponential Technol

ETFs
-97.1K
- 85.96%
$57.56 - $64.0 $5.59M - $6.21M
15.8K $912K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-163K
- 39.56%
$24.91 - $29.02 $4.05M - $4.72M
248K $6.22M
EEMV
Ishares Msci Emerging Markets

ETFs
-85.8K
- 74.6%
$57.07 - $59.29 $4.9M - $5.09M
29.2K $1.7M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-151K
- 96.07%
N/A
6.2K $195K
FNDX
Schwab Fundamental U S Large C

ETFs
-167K
- 49.22%
$23.03 - $25.01 $3.83M - $4.16M
172K $4.06M
FNDF
Schwab Fundamental Intl Large

ETFs
-130K
- 43.06%
$32.9 - $37.45 $4.28M - $4.88M
172K $6.22M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-51.5K
- 11.62%
$71.17 - $73.66 $3.67M - $3.8M
392K $28.8M
AVGO
Broadcom Inc.

Technology
-2.61K
- 6.73%
$167.43 - $244.7 $436K - $637K
36.1K $6.05M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-33.7K
- 41.61%
$78.97 - $85.82 $2.66M - $2.9M
47.4K $3.93M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-19.9K
- 73.99%
$126.11 - $135.06 $2.51M - $2.69M
7.01K $903K
FIS
Fidelity National Information Services, Inc.

Technology
-29.7K
- 88.76%
$68.12 - $83.42 $2.02M - $2.48M
3.76K $280K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-13.7K
- 58.8%
$169.43 - $182.84 $2.31M - $2.5M
9.57K $1.66M
MGC
Vanguard Mega Cap ETF

ETFs
-9.27K
- 57.57%
$199.2 - $222.69 $1.85M - $2.06M
6.83K $1.38M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-13.9K
- 13.93%
$99.5 - $110.97 $1.38M - $1.54M
85.8K $8.66M
IQV
Iqvia Holdings Inc.

Healthcare
-8.32K
- 69.52%
$176.3 - $209.96 $1.47M - $1.75M
3.65K $643K
GOOG
Alphabet Inc.

Communication Services
-5.22K
- 21.56%
$156.06 - $207.71 $815K - $1.08M
19K $2.97M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-17.8K
- 64.47%
$87.68 - $94.52 $1.56M - $1.68M
9.79K $917K
GD
General Dynamics Corp

Industrials
-5.54K
- 72.85%
$241.94 - $272.58 $1.34M - $1.51M
2.06K $562K
TXN
Texas Instruments Inc

Technology
-7.23K
- 47.77%
N/A
7.9K $1.54M
BILL
Bill.Com Holdings, Inc.

Technology
-12.9K
- 62.73%
$43.59 - $97.07 $561K - $1.25M
7.65K $350K
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.74K
- 11.24%
$247.97 - $296.33 $680K - $813K
21.7K $5.45M
LLY
Eli Lilly & CO

Healthcare
-1.71K
- 41.06%
$725.72 - $929.72 $1.24M - $1.59M
2.45K $2.02M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.35K
- 19.19%
$165.25 - $224.62 $553K - $751K
14.1K $2.34M
DFAE
Dimensional ETF Tr

ETFs
-47.4K
- 19.22%
$24.64 - $26.86 $1.17M - $1.27M
199K $5.16M
ADBE
Adobe Inc.

Technology
-2.27K
- 62.7%
$377.84 - $464.11 $858K - $1.05M
1.35K $518K
APD
Air Products & Chemicals, Inc.

Basic Materials
-3.78K
- 55.33%
$283.24 - $338.07 $1.07M - $1.28M
3.05K $900K
NEE
Nextera Energy Inc

Utilities
-14.5K
- 35.48%
$66.96 - $76.16 $972K - $1.11M
26.4K $1.87M
PCAR
Paccar Inc

Industrials
-9.37K
- 53.81%
$96.91 - $112.51 $908K - $1.05M
8.05K $783K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-14.4K
- 12.89%
$76.94 - $78.28 $1.11M - $1.13M
97.5K $7.63M
VTV
Vanguard Value ETF

ETFs
-6.61K
- 9.13%
$167.73 - $179.21 $1.11M - $1.18M
65.7K $11.4M
ELV
Elevance Health, Inc.

Healthcare
-2.54K
- 64.11%
$365.9 - $436.25 $929K - $1.11M
1.42K $618K
S
Sentinel One, Inc.

Technology
-36K
- 76.8%
$18.17 - $24.97 $653K - $898K
10.9K $197K
ABC
Amerisourcebergen Corp

Healthcare
-4.5K
- 28.01%
N/A
11.6K $2.14M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-16.9K
- 12.24%
$50.39 - $50.66 $853K - $858K
121K $6.15M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.36K
- 33.26%
$497.6 - $606.74 $679K - $828K
2.74K $1.36M
FAST
Fastenal CO

Industrials
-11.3K
- 45.02%
$71.11 - $79.98 $804K - $904K
13.8K $1.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.17K
- 49.45%
$468.34 - $539.52 $546K - $629K
1.19K $558K
AMGN
Amgen Inc

Healthcare
-3.02K
- 51.75%
$258.59 - $327.36 $781K - $988K
2.82K $877K
VGIT
Vanguard Intermediate Term Tre

ETFs
-14.4K
- 8.23%
$57.44 - $59.4 $825K - $853K
160K $9.51M
ESTC
Elastic N.V.

Technology
-5.39K
- 62.87%
$89.1 - $117.76 $480K - $635K
3.18K $283K
INTU
Intuit Inc

Technology
-735
- 18.02%
$555.63 - $630.23 $408K - $463K
3.34K $2.05M
ACWI
Ishares Msci Acwi ETF

ETFs
-4.09K
- 50.02%
$115.16 - $124.13 $471K - $507K
4.08K $475K
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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