Archford Capital Strategies, LLC Portfolio Holdings
Archford Capital Strategies, LLC
- $643 Million
- Q4 2024
Archford Capital Strategies, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $643 Million distributed in 266 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $41.1M, Vanguard Bd Index Fd Inc Total with a value of $31.9M, Ishares Tr with a value of $22.8M, Microsoft Corp with a value of $20.4M, and Apple Inc. with a value of $18.2M.
Examining the 13F form we can see an decrease of $38M in the current position value, from $681M to 643M.
Below you can find more details about Archford Capital Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$643 Million
ETFs: $376 Million
Technology: $106 Million
Financial Services: $30.6 Million
Healthcare: $25.9 Million
Industrials: $22.4 Million
Consumer Cyclical: $20.7 Million
Communication Services: $16.9 Million
Consumer Defensive: $13.6 Million
Other: $21.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 266
- Current Value $643 Million
- Prior Value $681 Million
- Filing
- Period Q4 2024
- Filing Date January 21, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 21 stocks
- Additional Purchases 129 stocks
- Sold out of 0 stocks
- Reduced holdings in 91 stocks