AC

Archford Capital Strategies, LLC

13F
Archford Capital Strategies, LLC
Last update 2025-07-17 321 Stocks (38 new)
Value $782.00 Mil Turnover 12 %
Countries:
Archford Capital Strategies, L... Top Holdings of 2025-06-30 View Full List
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
+10.95%
+20.93%
144,033.5
 
MSFT
Microsoft Corp
61,852
30,766.0
+9.12%
3.930
+0.33%
0.000
+38.00%
+20.34%
3,755,441.4
Software
BND
Vanguard Total Bond Market ETF
395,406
29,113.8
+0.88%
3.720
+0.03%
0.020
+2.09%
+3.74%
128,020.8
 
VUG
Vanguard Growth ETF
60,062
26,331.4
-0.26%
3.370
-0.01%
0.020
+27.35%
+9.24%
164,247.8
 
NVDA
NVIDIA Corp
154,291
24,376.5
+7.02%
3.120
+0.20%
0.000
+68.90%
+24.39%
4,072,965.9
Semiconductors
AAPL
Apple Inc
101,564
20,837.8
+13.90%
2.660
+0.32%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
BRK.B
Berkshire Hathaway Inc
35,644
17,315.0
+164.21%
2.210
+1.37%
0.000
-8.19%
+5.48%
1,031,150.2
Insurance
V
Visa Inc
46,884
16,646.3
+1.07%
2.130
+0.02%
0.000
+6.35%
+11.71%
687,358.6
Credit Services
SPLG
SPDR Portfolio S&P 500 ETF
213,332
15,507.1
+13.14%
1.980
+0.23%
0.020
+19.73%
+7.98%
77,449.7
 
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
+17.83%
+18.98%
99,687.1
 

Archford Capital Strategies, LLC's Historical Top Holdings Breakdowns

Archford Capital Strategies, LLC's Top Stock Picks View Full List
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
$478.13
-5.93%
Add 164.21%
35,644
22,153
UNH
UnitedHealth Group Inc
2025-06-30
Reduce
Reduce
-0.80%
274.35 ($384.44) 599.47
$285.13
-25.83%
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
$104.71
9.66%
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
$287.92
6.38%
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
$88.61
-6.45%
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
$22.26
10.79%
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
$61.38
10.06%
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
$98.90
16.49%
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
$113.94
10.23%
Reduce -26.97%
62,679
-23,149
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.33%
354.56 ($433.34) 497.45
$505.27
16.60%
Add 9.12%
61,852
5,172

Archford Capital Strategies, LLC Total Holding History ($B)

To

Archford Capital Strategies, LLC's Asset Allocation

To

Archford Capital Strategies, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Archford Capital Strategies, LLC's Holdings Bubble Chart

Archford Capital Strategies, LLC News

  • 1

Discussions on Archford Capital Strategies, LLC

No discussions yet.