AC

Archford Capital Strategies, LLC

13F
Archford Capital Strategies, LLC
Last update 2025-04-23 289 Stocks (41 new)
Value $683.00 Mil Turnover 27 %
Countries:
Top Holdings: BND(4.22%)IEFA(4.16%)VUG(3.27%)MSFT(3.12%)AAPL(2.90%)
Summary Stock Picks Current Portfolio
Archford Capital Strategies, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BND 		Vanguard Total Bond Market ETF
391,938
28,787.8
-11.62%
4.220
-0.56%
0.020
+0.24%
+2.59%
126,576.3
 
IEFA 		iShares Core MSCI EAFE ETF
375,288
28,390.5
+15.49%
4.160
+0.56%
0.020
+6.49%
+18.34%
140,587.6
 
VUG 		Vanguard Growth ETF
60,220
22,331.0
-39.92%
3.270
-2.48%
0.010
+4.75%
+1.89%
152,020.0
 
MSFT 		Microsoft Corp
56,680
21,277.2
+16.91%
3.120
+0.45%
0.000
+16.84%
+11.38%
3,476,052.1
Software
AAPL 		Apple Inc
89,170
19,807.3
+22.37%
2.900
+0.53%
0.000
-14.78%
-19.69%
2,996,574.8
Hardware
V 		Visa Inc
46,388
16,257.2
+34.58%
2.380
+0.61%
0.000
+4.17%
+16.44%
702,611.7
Credit Services
NVDA 		NVIDIA Corp
144,166
15,624.7
+110.79%
2.290
+1.20%
0.000
+19.35%
+4.25%
3,414,014.1
Semiconductors
SPLG 		SPDR Portfolio S&P 500 ETF
188,556
12,399.4
+1,469.73%
1.820
+1.70%
0.020
+2.02%
+1.52%
67,869.5
 
VTV 		Vanguard Value ETF
65,738
11,355.6
-9.13%
1.660
-0.17%
0.010
-1.18%
+1.78%
129,534.4
 
IEMG 		iShares Core MSCI Emerging Markets ETF
189,056
10,203.4
+2,790.32%
1.490
+1.44%
0.010
+5.93%
+11.55%
89,886.2
 

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
VUG 		Vanguard Growth ETF2025-03-31Reduce
-2.48%
●
369.1 ($404.54) 427.61
$417.67
3.25%
Reduce -39.92%
60,220
-40,012
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31Add
+1.70%
●
64.88 ($69.16) 72.1
$69.76
0.87%
Add 1469.73%
188,556
176,544
IEMG 		iShares Core MSCI Emerging Markets ETF2025-03-31Add
+1.44%
●
50.83 ($53.83) 55.94
$58.25
8.21%
Add 2790.32%
189,056
182,515
SHV 		iShares Short Treasury Bond ETF2025-03-31Reduce
-1.37%
●
110.11 ($110.29) 110.51
$110.12
-0.15%
Reduce -93.75%
5,484
-82,250
INFO 		Harbor PanAgora Dynamic Large Cap Core ETF2025-03-31New Buy
+1.25%
●
19.12 ($20.56) 21.44
$20.99
2.10%
New holding
438,472
438,472
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF2025-03-31Reduce
-1.24%
●
52.19 ($55.13) 57.45
$56.53
2.54%
Reduce -80.78%
36,078
-151,639
VIG 		Vanguard Dividend Appreciation FTF2025-03-31Reduce
-1.23%
●
190.34 ($198.85) 205.23
$199.27
0.21%
Reduce -69.14%
18,577
-41,617
NVDA 		NVIDIA Corp2025-03-31Add
+1.20%
●
106.98 ($126.74) 149.43
$139.99
10.45%
Add 110.79%
144,166
75,773
MOAT 		VanEck Morningstar Wide Moat ETF2025-03-31Reduce
-1.14%
●
87.69 ($92.02) 96.49
$90.25
-1.92%
Reduce -66.59%
40,684
-81,099
JQUA 		JPMorgan U.S. Quality Factor ETF2025-03-31Reduce
-1.08%
●
55.41 ($58.41) 60.74
$59.21
1.37%
Reduce -78.61%
34,056
-125,180

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 2025-03-31

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.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.