AC
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Archford Capital Strategies, LLC13F | |
| Archford Capital Strategies, LLC | |
| Last update 2025-07-17 | 321 Stocks (38 new) |
| Value $782.00 Mil | Turnover 12 % |
Archford Capital Strategies, L... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 377,011 | 31,472.9 | +0.46% | 4.020 | +0.02% | 0.020 | +11.09% | +22.93% | 146,414.2 | ||
MSFT | Microsoft Corp | 61,852 | 30,766.0 | +9.12% | 3.930 | +0.33% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
BND | Vanguard Total Bond Market ETF | 395,406 | 29,113.8 | +0.88% | 3.720 | +0.03% | 0.020 | +0.98% | +3.40% | 127,600.9 | ||
VUG | Vanguard Growth ETF | 60,062 | 26,331.4 | -0.26% | 3.370 | -0.01% | 0.020 | +22.07% | +10.46% | 166,080.2 | ||
NVDA | NVIDIA Corp | 154,291 | 24,376.5 | +7.02% | 3.120 | +0.20% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
AAPL | Apple Inc | 101,564 | 20,837.8 | +13.90% | 2.660 | +0.32% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 35,644 | 17,315.0 | +164.21% | 2.210 | +1.37% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
V | Visa Inc | 46,884 | 16,646.3 | +1.07% | 2.130 | +0.02% | 0.000 | +5.61% | +12.38% | 691,480.5 | Credit Services | |
SPLG | SPDR Portfolio S&P 500 ETF | 213,332 | 15,507.1 | +13.14% | 1.980 | +0.23% | 0.020 | +16.13% | +8.28% | 78,151.1 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 238,103 | 14,293.3 | +25.94% | 1.830 | +0.38% | 0.010 | +15.76% | +19.60% | 100,206.8 |
Archford Capital Strategies, LLC's Historical Top Holdings Breakdowns
Archford Capital Strategies, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Add Add | +1.37% | 483.48 ($508.26) 539.8 | $480.60 | -5.44% | Add 164.21% | 35,644 | 22,153 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Reduce Reduce | -0.80% | 274.35 ($384.44) 599.47 | $278.58 | -27.54% | Reduce -71.8% | 4,107 | -10,457 | |
CALM | Cal-Maine Foods Inc | 2025-06-30 | Add Add | +0.58% | 90.17 ($95.49) 103.07 | $105.88 | 10.88% | Add 167.23% | 73,225 | 45,823 | |
VRSN | VeriSign Inc | 2025-06-30 | New Buy New Buy | +0.53% | 234.49 ($270.65) 288.8 | $286.67 | 5.92% | New holding | 14,222 | 14,222 | |
KOF | Coca-Cola Femsa SAB de CV | 2025-06-30 | New Buy New Buy | +0.49% | 89.4 ($94.72) 99.04 | $87.02 | -8.13% | New holding | 39,553 | 39,553 | |
INFO |
Harbor PanAgora Dynamic Large Cap Core ETF
Harbor PanAgora Dynamic Large Cap Core ETF
| 2025-06-30 | Add Add | +0.45% | 17.24 ($20.09) 21.94 | $22.49 | 11.94% | Add 36.49% | 598,486 | 160,014 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-06-30 | Add Add | +0.38% | 47.74 ($55.77) 60.03 | $61.70 | 10.63% | Add 25.94% | 238,103 | 49,047 | |
BK | Bank of New York Mellon Corp | 2025-06-30 | Reduce Reduce | -0.35% | 73.31 ($84.9) 91.62 | $99.97 | 17.75% | Reduce -61.99% | 17,361 | -28,311 | |
BBUS |
JPMorgan BetaBuilders U.S. Equity ETF
JPMorgan BetaBuilders U.S. Equity ETF
| 2025-06-30 | Reduce Reduce | -0.34% | 89.63 ($103.37) 111.92 | $114.89 | 11.14% | Reduce -26.97% | 62,679 | -23,149 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.33% | 354.56 ($433.34) 497.45 | $510.88 | 17.89% | Add 9.12% | 61,852 | 5,172 |
Archford Capital Strategies, LLC Total Holding History ($B)
Archford Capital Strategies, LLC's Asset Allocation
Archford Capital Strategies, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Archford Capital Strategies, LLC's Hypothetical Growth since 2025-06-30
Archford Capital Strategies, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Archford Capital Strategies, LLC's Holdings Heat Map
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Archford Capital Strategies, LLC's Holdings Bubble Chart
Archford Capital Strategies, LLC News
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