$500 Million is the total value of Archford Capital Strategies, LLC's 270 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 7.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BND | Buy | VANGUARD TOTAL BOND MARKET ETFtotal bnd mrkt | $26,762,903 | +21.9% | 383,533 | +26.6% | 5.36% | +28.6% |
| VUG | Sell | VANGUARD GROWTH ETFgrowth etf | $25,792,324 | -6.1% | 94,717 | -0.7% | 5.16% | -0.9% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFishares tr | $18,453,698 | -6.5% | 286,771 | +0.1% | 3.69% | -1.4% |
| MSFT | Buy | MICROSOFT CORP COM | $15,789,042 | -7.1% | 50,005 | +1.5% | 3.16% | -2.0% |
| VTV | Sell | VANGUARD VALUE ETFvalue etf | $14,050,358 | -9.0% | 101,866 | -2.9% | 2.81% | -4.0% |
| FNDF | Sell | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETFschwb fdt int lg | $10,027,616 | -5.4% | 316,628 | -0.6% | 2.01% | -0.2% |
| AAPL | Buy | APPLE INC COM | $9,612,797 | -9.1% | 56,146 | +2.3% | 1.92% | -4.1% |
| MOAT | Sell | VANECK MORNINGSTAR WIDE MOAT ETFvaneck etf trust | $8,031,682 | -9.1% | 105,903 | -1.2% | 1.61% | -4.1% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFftse emr mkt etf | $7,874,560 | -5.6% | 200,830 | +0.8% | 1.58% | -0.4% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFdiv app etf | $7,619,391 | -6.3% | 49,037 | +0.5% | 1.52% | -1.1% |
| VBR | Sell | VANGUARD SMALL CAP VALUE ETFsm cp val etf | $7,504,060 | -8.2% | 47,050 | -0.7% | 1.50% | -3.2% |
| XT | Sell | ISHARES EXPONENTIAL TECHNOLOGIES ETFishares tr | $7,445,718 | -10.1% | 142,611 | -1.9% | 1.49% | -5.2% |
| VGIT | Buy | VANGUARD INTERMEDIATE-TERM TREASURY ETFvanguard scottsdale fds | $7,322,543 | +2.7% | 128,128 | +5.3% | 1.46% | +8.4% |
| BSV | Buy | VANGUARD SHORT-TERM BOND ETFshort trm bond | $7,280,306 | +1.3% | 96,851 | +1.9% | 1.46% | +6.9% |
| OMFL | Buy | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFinvesco exch trd slf idx fd | $6,540,646 | -7.1% | 142,684 | +1.5% | 1.31% | -1.9% |
| V | Sell | VISA INC COM CL Avisa inc | $6,328,020 | -4.5% | 27,512 | -0.1% | 1.27% | +0.7% |
| VIGI | Sell | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFintl dvd etf | $5,955,430 | -48.2% | 83,491 | -44.8% | 1.19% | -45.4% |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFj p morgan exchange traded f | $5,870,513 | +2.0% | 116,989 | +1.9% | 1.18% | +7.6% |
| GEM | Buy | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFactivebeta eme | $5,339,835 | -6.3% | 186,284 | +0.5% | 1.07% | -1.2% |
| EEMV | Buy | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFmsci emerg mrkt | $5,180,321 | -5.1% | 97,101 | +0.3% | 1.04% | +0.2% |
| AMZN | Buy | AMAZON COM INC COM | $4,906,832 | +0.7% | 38,600 | +2.1% | 0.98% | +6.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWcl b new | $4,772,137 | +3.8% | 13,623 | +3.6% | 0.96% | +9.5% |
| VBK | Sell | VANGUARD SMALL-CAP GROWTH ETFsml cp crw etf | $4,713,762 | -9.3% | 22,008 | -0.4% | 0.94% | -4.3% |
| JQUA | New | JPMORGAN U.S. QUALITY FACTOR ETFj p morgan exchange traded f | $4,598,045 | – | 106,264 | +100.0% | 0.92% | – |
| SHV | Sell | ISHARES SHORT TREASURY BOND ETFshort treas bd | $4,457,099 | -13.5% | 40,347 | -13.7% | 0.89% | -8.8% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Aalphabet inc | $4,397,419 | +8.4% | 33,604 | +0.7% | 0.88% | +14.4% |
| GLD | Buy | SPDR GOLD MINISHARES TRUST | $4,014,233 | +1616.8% | 109,499 | +8394.9% | 0.80% | +1725.0% |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDselect sector spdr tr | $3,966,966 | -7.1% | 119,595 | -0.3% | 0.79% | -2.0% |
| NVDA | Buy | NVIDIA CORPORATION COMnvidia corporation | $3,680,890 | +4.7% | 8,462 | +7.4% | 0.74% | +10.5% |
| GOOG | Buy | ALPHABET INC CAP STK CL Calphabet inc | $3,650,135 | +10.3% | 27,684 | +2.0% | 0.73% | +16.4% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFvan ftse dev mkt | $3,617,087 | -8.0% | 82,733 | -0.6% | 0.72% | -2.9% |
| Sell | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETFadvisors inner circle fd iii | $3,597,100 | -5.9% | 160,399 | -1.0% | 0.72% | -0.7% | |
| XOM | Buy | EXXON MOBIL CORP COMexxon mobil corp | $3,497,851 | +17.3% | 29,749 | +5.3% | 0.70% | +23.7% |
| PG | Buy | PROCTER AND GAMBLE CO COM | $3,449,049 | -4.7% | 23,646 | +0.3% | 0.69% | +0.6% |
| SCHG | New | SCHWAB U.S. LARGE-CAP GROWTH ETFus lcap gr etf | $3,436,166 | – | 47,252 | +100.0% | 0.69% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC COMunitedhealth group inc | $3,437,223 | +1.8% | 6,817 | +2.7% | 0.69% | +7.5% |
| AIQ | New | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETFglobal x fds | $3,397,818 | – | 126,266 | +100.0% | 0.68% | – |
| PCTY | Sell | PAYLOCITY HLDG CORP COMpaylocity hldg corp | $3,298,037 | -21.6% | 18,151 | -5.2% | 0.66% | -17.3% |
| AVGO | Buy | BROADCOM INC COM | $3,251,810 | -2.4% | 3,915 | +5.9% | 0.65% | +3.0% |
| MA | Buy | MASTERCARD INCORPORATED CL Acl a | $3,218,357 | +2.3% | 8,129 | +4.6% | 0.64% | +7.9% |
| JPM | Buy | JPMORGAN CHASE & CO COMjpmorgan chase & co | $3,204,905 | -4.0% | 22,100 | +4.6% | 0.64% | +1.3% |
| ABC | Buy | CENCORA INC COM | $3,144,627 | +0.9% | 17,473 | +7.3% | 0.63% | +6.4% |
| WMT | Buy | WALMART INC COM | $2,998,034 | +4.3% | 18,746 | +3.9% | 0.60% | +10.1% |
| PAYC | Sell | PAYCOM SOFTWARE INC COM | $2,971,761 | -26.2% | 11,462 | -0.1% | 0.60% | -22.0% |
| BKNG | Sell | BOOKING HOLDINGS INC COMbooking holdings inc | $2,945,172 | +4.5% | 955 | -2.0% | 0.59% | +10.1% |
| IBDO | Buy | ISHARES IBONDS DEC 2023 TERM CORPORATE ETFishares tr | $2,898,496 | +4.8% | 114,294 | +4.5% | 0.58% | +10.5% |
| GSIE | Buy | GOLDMAN SACHS ACTIVE BETA INTERNATIONAL EQUITY ETFactivebeta int | $2,815,861 | -3.2% | 93,768 | +3.2% | 0.56% | +2.0% |
| HD | Buy | HOME DEPOT INC COM | $2,792,399 | -1.3% | 9,241 | +6.2% | 0.56% | +4.1% |
| IBDP | Sell | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFishares tr | $2,597,491 | -2.4% | 105,034 | -2.8% | 0.52% | +3.0% |
| COST | Buy | COSTCO WHSL CORP NEW COM | $2,553,301 | +10.1% | 4,519 | +9.9% | 0.51% | +16.1% |
| LMT | Buy | LOCKHEED MARTIN CORP COM | $2,456,810 | -6.5% | 6,007 | +4.5% | 0.49% | -1.2% |
| LLY | Buy | ELI LILLY & CO COM | $2,451,485 | +17.9% | 4,564 | +0.8% | 0.49% | +24.6% |
| SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETF1 3 yr treas bd | $2,367,239 | -69.6% | 29,236 | -69.6% | 0.47% | -67.9% |
| TXN | Buy | TEXAS INSTRS INC COM | $2,345,703 | -6.0% | 14,752 | +8.7% | 0.47% | -1.1% |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETFvanguard world fds | $2,311,823 | -7.5% | 5,572 | 0.0% | 0.46% | -2.3% | |
| BBUS | New | JP MORGAN BETABUILDERS U.S. EQUITY ETFj p morgan exchange traded f | $2,306,466 | – | 29,923 | +100.0% | 0.46% | – |
| IBDQ | Buy | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFishares tr | $2,259,050 | +5.7% | 92,698 | +5.9% | 0.45% | +11.6% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $2,219,795 | -0.6% | 14,252 | +9.2% | 0.44% | +4.7% |
| KOMP | Buy | SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETFspdr ser tr | $2,191,928 | -11.9% | 55,345 | +3.3% | 0.44% | -7.0% |
| UNP | Buy | UNION PAC CORP COM | $2,196,516 | +1.0% | 10,787 | +7.6% | 0.44% | +6.6% |
| BILL | BILL HOLDINGS INC COM | $2,118,744 | -12.6% | 19,515 | 0.0% | 0.42% | -7.8% | |
| IQV | Sell | IQVIA HLDGS INC COMiqvia hldgs inc | $2,024,754 | -14.3% | 10,291 | -0.6% | 0.40% | -9.6% |
| NEE | Buy | NEXTERA ENERGY INC COMnextera energy inc | $2,004,901 | -14.9% | 34,996 | +12.1% | 0.40% | -10.3% |
| AMAT | Buy | APPLIED MATLS INC COM | $1,955,998 | +9.8% | 14,128 | +9.7% | 0.39% | +15.7% |
| AOA | Buy | ISHARES CORE AGGRESSIVE ALLOCATION ETFaggres alloc etf | $1,944,699 | -4.5% | 30,630 | +1.1% | 0.39% | +0.8% |
| PEP | Sell | PEPSICO INC COM | $1,936,247 | -14.2% | 11,427 | -3.4% | 0.39% | -9.6% |
| INTU | Buy | INTUIT COM | $1,909,905 | +5.6% | 3,738 | +1.0% | 0.38% | +11.4% |
| IBDR | Buy | ISHARES IBONDS DEC 2026 TERM CORPORATE ETFishares tr | $1,783,727 | +10.8% | 76,440 | +11.7% | 0.36% | +17.0% |
| MUB | Sell | ISHARES NATIONAL MUNI BOND ETFnational mun etf | $1,766,813 | -5.4% | 17,230 | -1.1% | 0.35% | 0.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COM | $1,734,741 | +1.8% | 3,427 | +14.9% | 0.35% | +7.4% |
| PM | Sell | PHILIP MORRIS INTL INC COM | $1,716,798 | -8.4% | 18,544 | -3.4% | 0.34% | -3.1% |
| UL | Sell | UNILEVER PLC SPON ADR NEWspon adr new | $1,703,999 | -5.8% | 34,494 | -1.8% | 0.34% | -0.6% |
| EFAV | Sell | ISHARES MSCI EAFE MIN VOL FACTOR ETFishares tr | $1,684,140 | -7.0% | 25,822 | -2.3% | 0.34% | -2.0% |
| APD | Buy | AIR PRODS & CHEMS INC COM | $1,682,551 | +4.1% | 5,937 | +11.0% | 0.34% | +9.8% |
| IBDT | Buy | ISHARES IBONDS DEC 2028 TERM CORPORATE ETFishares tr | $1,673,930 | +4.3% | 69,660 | +6.5% | 0.34% | +9.8% |
| SPY | Buy | SPDR S&P 500 ETF TRUSTtr unit | $1,635,538 | -3.8% | 3,826 | +2.2% | 0.33% | +1.2% |
| ABBV | Sell | ABBVIE INC COMabbvie inc | $1,622,159 | -2.9% | 10,883 | -6.7% | 0.32% | +2.5% |
| CVX | Buy | CHEVRON CORP NEW COM | $1,622,925 | +13.5% | 9,625 | +9.0% | 0.32% | +19.9% |
| ADBE | Sell | ADOBE INC COMadobe inc | $1,614,343 | -4.5% | 3,166 | -1.9% | 0.32% | +0.6% |
| IBDS | Buy | ISHARES IBONDS DEC 2027 TERM CORPORATE ETFishares tr | $1,613,136 | +5.0% | 69,712 | +6.8% | 0.32% | +11.0% |
| IBDU | Buy | ISHARES IBONDS DEC 2029 TERM CORPORATE ETFibonds dec 29 | $1,609,453 | +4.0% | 73,491 | +6.8% | 0.32% | +9.9% |
| ANET | Sell | ARISTA NETWORKS INC COM | $1,497,742 | +3.0% | 8,143 | -3.9% | 0.30% | +8.7% |
| ANTM | Sell | ELEVANCE HEALTH INC COM | $1,495,673 | -9.6% | 3,435 | -2.1% | 0.30% | -4.8% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDselect sector spdr tr | $1,492,520 | +6.6% | 16,512 | +1.0% | 0.30% | +12.4% |
| KMX | Sell | CARMAX INC COM | $1,486,603 | -16.4% | 21,018 | -0.9% | 0.30% | -11.9% |
| IBDV | Buy | ISHARES IBONDS DEC 2030 TERM CORPORATE ETFishares tr | $1,468,216 | +3.1% | 72,042 | +6.8% | 0.29% | +8.9% |
| VLO | Sell | VALERO ENERGY CORP COMvalero energy corp | $1,449,136 | +10.4% | 10,226 | -2.1% | 0.29% | +16.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COM | $1,442,302 | +16.5% | 10,280 | +15.9% | 0.29% | +23.0% |
| NVS | Sell | NOVARTIS AG SPONSORED ADRnovartis ag | $1,442,360 | -4.4% | 14,160 | -2.3% | 0.29% | +1.0% |
| CSCO | Buy | CISCO SYS INC COMcisco sys inc | $1,417,861 | +17.9% | 26,374 | +16.5% | 0.28% | +24.6% |
| AMGN | Sell | AMGEN INC COM | $1,420,608 | +7.9% | 5,286 | -5.5% | 0.28% | +13.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COM | $1,403,984 | +12.3% | 43,319 | +17.8% | 0.28% | +18.6% |
| LOW | Buy | LOWES COS INC COM | $1,397,724 | +4.6% | 6,725 | +17.8% | 0.28% | +10.7% |
| HON | Buy | HONEYWELL INTL INC COM | $1,355,785 | +6.3% | 7,339 | +20.5% | 0.27% | +12.0% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bcl b | $1,331,682 | +3.3% | 8,544 | +24.8% | 0.27% | +9.0% |
| SCHW | Buy | SCHWAB CHARLES CORP COM | $1,314,489 | -17.4% | 23,943 | +0.1% | 0.26% | -12.9% |
| UBER | Sell | UBER TECHNOLOGIES INC COMuber technologies inc | $1,313,428 | -5.8% | 28,559 | -3.0% | 0.26% | -0.4% |
| SNA | Buy | SNAP ON INC COM | $1,307,477 | -2.9% | 5,126 | +4.5% | 0.26% | +2.7% |
| PCAR | Sell | PACCAR INC COM | $1,281,715 | -4.9% | 15,075 | -0.8% | 0.26% | 0.0% |
| CMCSA | Sell | COMCAST CORP NEW CL A | $1,267,620 | -2.7% | 28,589 | -5.0% | 0.25% | +2.8% |
| GD | Sell | GENERAL DYNAMICS CORP COM | $1,232,802 | -1.1% | 5,579 | -2.6% | 0.25% | +4.7% |
| MCD | Sell | MCDONALDS CORP COM | $1,227,380 | -16.9% | 4,659 | -6.9% | 0.25% | -12.1% |
| IBDW | Buy | ISHARES IBONDS DEC 2031 TERM CORPORATE ETFishares tr | $1,214,393 | +1.8% | 62,646 | +6.4% | 0.24% | +7.5% |
| MRK | Buy | MERCK & CO INC COM | $1,185,057 | +17.4% | 11,511 | +24.1% | 0.24% | +24.1% |
| VT | VANGUARD TOTAL WORLD STOCK ETFtt wrld st etf | $1,166,986 | -6.4% | 12,524 | 0.0% | 0.23% | -0.8% | |
| CRM | Sell | SALESFORCE INC COMsalesforce inc | $1,171,460 | -12.6% | 5,777 | -2.7% | 0.23% | -7.9% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWduke energy corp new | $1,148,210 | +15.7% | 13,009 | +24.3% | 0.23% | +22.3% |
| IVV | Buy | ISHARES CORE S&P 500 ETFcore s&p500 etf | $1,130,689 | +4.1% | 2,633 | +10.7% | 0.23% | +9.7% |
| IWM | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $1,123,359 | -9.3% | 6,356 | 0.0% | 0.22% | -4.3% | |
| VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFtax exempt bd | $1,122,269 | +11.8% | 23,332 | +17.3% | 0.22% | +18.4% |
| PFE | Sell | PFIZER INC COM | $1,114,215 | -13.2% | 33,591 | -1.8% | 0.22% | -8.2% |
| USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFishares tr | $1,095,730 | -1.9% | 15,139 | +2.9% | 0.22% | +3.3% |
| SO | Buy | SOUTHERN CO COM | $1,084,966 | +11.1% | 16,764 | +25.3% | 0.22% | +17.3% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSsponsored ads | $1,062,968 | -15.9% | 12,232 | -5.0% | 0.21% | -11.2% |
| FAST | Sell | FASTENAL CO COM | $1,046,350 | -13.7% | 19,150 | -7.8% | 0.21% | -9.1% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFhigh div yld | $1,033,373 | -4.9% | 10,002 | +1.5% | 0.21% | +0.5% |
| D | Buy | DOMINION ENERGY INC COMdominion energy inc | $1,009,077 | +8.3% | 22,590 | +30.6% | 0.20% | +14.1% |
| NFLX | Sell | NETFLIX INC COM | $990,445 | -12.9% | 2,623 | -1.2% | 0.20% | -8.3% |
| BDX | Sell | BECTON DICKINSON & CO COMbecton dickinson & co | $978,803 | -12.2% | 3,786 | -4.9% | 0.20% | -7.1% |
| WFC | Sell | WELLS FARGO CO NEW COM | $959,412 | -16.1% | 23,480 | -4.7% | 0.19% | -11.5% |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $957,564 | -5.1% | 3,600 | 0.0% | 0.19% | +0.5% | |
| TER | Sell | TERADYNE INC COM | $942,718 | -16.3% | 9,384 | -4.1% | 0.19% | -11.7% |
| EBAY | Sell | EBAY INC. COM | $945,965 | -12.1% | 21,455 | -2.4% | 0.19% | -7.4% |
| Buy | ISHARES IBONDS DEC 2032 TERM CORPORATE ETFishares tr | $938,003 | +1.0% | 39,949 | +5.9% | 0.19% | +6.8% | |
| GPN | Sell | GLOBAL PMTS INC COM | $920,004 | -1.3% | 7,973 | -3.8% | 0.18% | +4.0% |
| ADI | Sell | ANALOG DEVICES INC COM | $910,476 | -13.4% | 5,200 | -4.9% | 0.18% | -9.0% |
| SCHD | Sell | SCHWAB US DIVIDEND EQUITY ETFus dividend eq | $904,037 | -79.9% | 12,776 | -78.6% | 0.18% | -78.8% |
| FISV | Sell | FISERV INC COM | $896,676 | -14.9% | 7,938 | -2.2% | 0.18% | -10.5% |
| FIS | Sell | FIDELITY NATL INFORMATION SVCS COMfidelity natl information sv | $889,880 | -13.6% | 16,101 | -3.3% | 0.18% | -8.7% |
| BK | Sell | BANK NEW YORK MELLON CORP COM | $888,880 | -7.9% | 20,841 | -1.8% | 0.18% | -2.7% |
| BLK | Sell | BLACKROCK INC COMblackrock inc | $888,122 | -20.6% | 1,374 | -7.0% | 0.18% | -16.0% |
| QQQE | Sell | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | $879,540 | -6.4% | 11,763 | -0.6% | 0.18% | -1.1% |
| SUB | Sell | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFshrt nat mun etf | $876,250 | -18.5% | 8,519 | -17.4% | 0.18% | -14.2% |
| TDIV | Buy | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDfirst tr exchange-traded fd | $873,938 | -3.4% | 15,581 | +1.9% | 0.18% | +1.7% |
| DIS | Sell | DISNEY WALT CO COM | $855,309 | -9.2% | 10,553 | -2.9% | 0.17% | -4.5% |
| MCK | Sell | MCKESSON CORP COM | $844,479 | +2.5% | 1,942 | -2.6% | 0.17% | +8.3% |
| TGT | Sell | TARGET CORP COM | $846,364 | -31.2% | 7,655 | -15.7% | 0.17% | -27.5% |
| CLOU | Sell | GLOBAL X CLOUD COMPUTING ETFglobal x fds | $821,133 | -8.4% | 43,608 | -0.7% | 0.16% | -3.5% |
| QCOM | Buy | QUALCOMM INC COM | $816,735 | +30.0% | 7,354 | +45.3% | 0.16% | +37.0% |
| KO | Sell | COCA COLA CO COM | $801,890 | -12.9% | 14,325 | -2.8% | 0.16% | -8.6% |
| SSNC | Sell | SS&C TECHNOLOGIES HLDGS INC COMss&c technologies hldgs inc | $793,249 | -17.5% | 15,098 | -3.0% | 0.16% | -12.6% |
| SOXL | Buy | DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES | $785,954 | +138.1% | 41,651 | +214.3% | 0.16% | +149.2% |
| SNY | Sell | SANOFI SPONSORED ADRsponsored adr | $783,428 | -3.2% | 14,605 | -2.7% | 0.16% | +1.9% |
| AOR | Sell | ISHARES CORE GROWTH ALLOCATION ETFgrwt allocat etf | $780,746 | -6.4% | 15,801 | -1.8% | 0.16% | -1.3% |
| SNOW | Buy | SNOWFLAKE INC CL Acl a | $781,877 | -12.4% | 5,118 | +0.2% | 0.16% | -7.7% |
| VEEV | Sell | VEEVA SYS INC CL A COM | $765,786 | -0.8% | 3,764 | -4.0% | 0.15% | +4.8% |
| WDAY | Sell | WORKDAY INC CL Aworkday inc | $765,511 | -4.1% | 3,563 | -0.4% | 0.15% | +1.3% |
| TROW | Sell | PRICE T ROWE GROUP INC COMprice t rowe group inc | $750,202 | -16.8% | 7,154 | -4.3% | 0.15% | -12.3% |
| ARKK | Sell | ARK INNOVATION ETFark etf tr | $737,932 | -52.7% | 18,602 | -43.5% | 0.15% | -50.0% |
| EMR | Sell | EMERSON ELEC CO COM | $741,947 | +4.4% | 7,683 | -0.3% | 0.15% | +9.6% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMadvanced micro devices inc | $741,435 | +42.2% | 7,211 | +53.0% | 0.15% | +49.5% |
| GPC | Sell | GENUINE PARTS CO COM | $736,322 | -12.1% | 5,100 | -4.1% | 0.15% | -7.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COM | $737,020 | -12.1% | 12,698 | -2.0% | 0.15% | -7.5% |
| AEE | Sell | AMEREN CORP COM | $721,137 | -14.4% | 9,637 | -0.1% | 0.14% | -10.0% |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDselect sector spdr tr | $695,273 | -6.5% | 4,319 | 0.0% | 0.14% | -1.4% | |
| ESTC | ELASTIC N V ORD SHSelastic n v | $696,308 | +28.1% | 8,571 | 0.0% | 0.14% | +35.0% | |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDselect sector spdr tr | $695,968 | -3.5% | 5,406 | +1.9% | 0.14% | +1.5% |
| ECL | Sell | ECOLAB INC COM | $684,548 | -14.5% | 4,041 | -4.4% | 0.14% | -9.9% |
| FCX | Buy | FREEPORT-MCMORAN INC CL Bfreeport-mcmoran inc | $680,617 | +44.1% | 18,252 | +62.7% | 0.14% | +51.1% |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $680,570 | -16.2% | 5,496 | 0.0% | 0.14% | -11.7% | |
| ET | ENERGY TRANSFER L P COM UT LTD PTNenergy transfer l p | $673,328 | +5.6% | 47,992 | 0.0% | 0.14% | +11.6% | |
| PAYCOR HCM INC COMpaycor hcm inc | $659,422 | -11.2% | 28,884 | 0.0% | 0.13% | -6.4% | ||
| KMB | Sell | KIMBERLY-CLARK CORP COM | $652,312 | -16.1% | 5,398 | -4.7% | 0.13% | -10.9% |
| BUG | Sell | GLOBAL X CYBERSECURITY ETFglobal x fds | $652,437 | -0.2% | 26,860 | -0.3% | 0.13% | +5.6% |
| ADSK | Sell | AUTODESK INC COMautodesk inc | $651,767 | -6.1% | 3,150 | -4.5% | 0.13% | -1.5% |
| IWD | ISHARES RUSSELL 1000 VALUE ETFrus 1000 vqal etf | $636,429 | -6.9% | 4,192 | 0.0% | 0.13% | -2.3% | |
| ZS | Sell | ZSCALER INC COMzscaler inc | $631,851 | +4.7% | 4,061 | -0.1% | 0.13% | +10.5% |
| EFA | Buy | ISHARES MSCI EAFE ETFmsci eafe etf | $612,285 | -2.3% | 8,884 | +4.7% | 0.12% | +3.4% |
| PACB | Sell | PACIFIC BIOSCIENCES CALIF INC COMpacific biosciences calif in | $615,261 | -35.4% | 73,684 | -0.2% | 0.12% | -32.0% |
| VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND ETFvanguard scottsdale fds | $611,496 | -48.3% | 8,137 | -47.9% | 0.12% | -45.5% |
| DRIV | Sell | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFglobal x fds | $609,142 | -12.6% | 25,932 | -0.8% | 0.12% | -7.6% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. COM | $602,390 | -12.6% | 7,718 | -0.5% | 0.12% | -7.6% |
| NEM | Buy | NEWMONT CORP COM | $599,625 | +34.1% | 16,228 | +56.8% | 0.12% | +41.2% |
| GILD | Buy | GILEAD SCIENCES INC COM | $601,797 | -2.1% | 8,030 | +1.4% | 0.12% | +2.6% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INC CL Apalantir technologies inc | $590,336 | -2.5% | 36,896 | -0.5% | 0.12% | +2.6% |
| AJG | Buy | GALLAGHER ARTHUR J & CO COM | $585,689 | +3.8% | 2,570 | +0.0% | 0.12% | +9.3% |
| INTC | Buy | INTEL CORP COM | $585,011 | +6.8% | 16,456 | +1.0% | 0.12% | +12.5% |
| SPT | SPROUT SOCIAL INC COM CL Asprout social inc | $581,102 | -3.1% | 11,650 | 0.0% | 0.12% | +1.8% | |
| T | Sell | AT&T INC COMat&t inc | $581,456 | -0.7% | 38,712 | -1.2% | 0.12% | +4.5% |
| MILN | Sell | GLOBAL X MILLENNIAL CONSUMER ETFmillennial consu | $572,846 | -9.8% | 18,837 | -0.9% | 0.12% | -4.2% |
| GIS | Sell | GENERAL MLS INC COM | $564,640 | -20.3% | 8,824 | -3.8% | 0.11% | -15.7% |
| ORCL | Sell | ORACLE CORP COMoracle corp | $555,339 | -18.6% | 5,243 | -9.2% | 0.11% | -14.0% |
| AZN | Sell | ASTRAZENECA PLC SPONSORED ADRsponsored adr | $554,892 | -17.7% | 8,194 | -16.3% | 0.11% | -13.3% |
| SNSR | Sell | GLOBAL X INTERNET OF THINGS ETFinternet of thng | $542,736 | -12.9% | 17,719 | -0.9% | 0.11% | -7.6% |
| ESGU | Sell | ISHARES ESG AWARE MSCI USA ETFishares tr | $540,076 | -10.9% | 5,751 | -5.0% | 0.11% | -6.1% |
| MO | Sell | ALTRIA GROUP INC COMaltria group inc | $540,966 | -11.3% | 12,865 | -3.9% | 0.11% | -6.9% |
| ABT | Sell | ABBOTT LABS COM | $541,632 | -18.1% | 5,592 | -3.1% | 0.11% | -13.6% |
| MMM | Sell | 3M CO COM3m co | $538,749 | -10.7% | 5,755 | -0.6% | 0.11% | -5.3% |
| CL | Sell | COLGATE PALMOLIVE CO COM | $533,281 | -11.9% | 7,499 | -4.0% | 0.11% | -7.0% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Acl a | $531,477 | -0.2% | 1 | 0.0% | 0.11% | +5.0% | |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP INC COMprincipal financial group in | $531,931 | -12.3% | 7,381 | +1.9% | 0.11% | -7.8% |
| ED | Sell | CONSOLIDATED EDISON INC COM | $526,824 | -13.5% | 6,160 | -1.7% | 0.10% | -8.7% |
| AXP | Sell | AMERICAN EXPRESS CO COM | $522,466 | -13.4% | 3,502 | -2.6% | 0.10% | -7.9% |
| FINX | Sell | GLOBAL X FINTECH ETFfintech etf | $508,123 | -17.1% | 25,230 | -0.9% | 0.10% | -12.1% |
| RTX | Sell | RTX CORPORATION COM | $492,927 | -27.7% | 6,849 | -2.5% | 0.10% | -23.3% |
| O | Sell | REALTY INCOME CORP COM | $471,822 | -26.7% | 9,448 | -7.0% | 0.09% | -23.0% |
| CLX | Sell | CLOROX CO DEL COM | $471,764 | -17.8% | 3,600 | -2.7% | 0.09% | -13.8% |
| SPLG | Sell | SPDR PORTFOLIO S&P 500 ETFspdr ser tr | $470,886 | -9.0% | 9,369 | -3.3% | 0.09% | -4.1% |
| ZTS | Sell | ZOETIS INC CL Azoetis inc | $466,788 | -7.4% | 2,683 | -1.2% | 0.09% | -3.1% |
| JMST | Buy | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFj p morgan exchange traded f | $467,016 | -0.1% | 9,257 | +0.2% | 0.09% | +4.5% |
| CNRG | Buy | SPDR S&P KENSHO CLEAN POWER ETFspdr ser tr | $461,422 | -22.0% | 6,840 | +0.0% | 0.09% | -17.9% |
| ENB | Buy | ENBRIDGE INC COMenbridge inc | $457,032 | -10.1% | 13,712 | +1.6% | 0.09% | -5.2% |
| CVS | Sell | CVS HEALTH CORP COM | $451,460 | -10.2% | 6,466 | -2.4% | 0.09% | -5.3% |
| BHP | Buy | BHP GROUP LTD SPONSORED ADSbhp group ltd | $451,162 | -5.7% | 7,932 | +2.0% | 0.09% | -1.1% |
| CAT | Sell | CATERPILLAR INC COM | $443,625 | -4.1% | 1,625 | -8.9% | 0.09% | +1.1% |
| DE | Buy | DEERE & CO COM | $441,912 | -14.4% | 1,171 | +0.4% | 0.09% | -10.2% |
| IP | Sell | INTERNATIONAL PAPER CO COM | $430,872 | +6.7% | 12,148 | -2.6% | 0.09% | +11.7% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N V SHS - A -lyondellbasell industries n | $425,018 | +5.9% | 4,488 | +1.5% | 0.08% | +11.8% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC COMkeysight technologies inc | $426,964 | -21.7% | 3,227 | -0.4% | 0.08% | -17.5% |
| AOM | Buy | ISHARES CORE MODERATE ALLOCATION ETFmodert alloc etf | $415,539 | -0.1% | 10,674 | +4.3% | 0.08% | +5.1% |
| IBMN | Sell | ISHARES IBONDS DEC 2025 TERM MUNI BOND ETFishares tr | $407,996 | -40.1% | 15,644 | -39.4% | 0.08% | -36.4% |
| DHR | Sell | DANAHER CORPORATION COM | $405,284 | -28.9% | 1,634 | -26.1% | 0.08% | -25.0% |
| BMO | Sell | BANK MONTREAL QUE COM | $402,945 | -14.3% | 4,776 | -4.8% | 0.08% | -9.0% |
| STZ | Sell | CONSTELLATION BRANDS INC CL Aconstellation brands inc | $394,337 | -8.2% | 1,569 | -0.9% | 0.08% | -2.5% |
| BOTZ | Sell | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFrbtcs artfl inte | $391,293 | -14.6% | 15,829 | -0.8% | 0.08% | -10.3% |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFmsci emg mkt etf | $386,635 | -5.4% | 10,188 | +1.9% | 0.08% | 0.0% |
| HAS | Buy | HASBRO INC COM | $386,258 | +3.0% | 5,840 | +1.2% | 0.08% | +8.5% |
| KMI | KINDER MORGAN INC DEL COMkinder morgan inc del | $372,901 | -8.4% | 22,491 | 0.0% | 0.08% | -2.6% | |
| ACWI | Sell | ISHARES MSCI ACWI ETFmsci acwi etf | $377,239 | -6.1% | 4,084 | -0.0% | 0.08% | -1.3% |
| IBMM | Sell | ISHARES IBONDS DEC 2024 TERM MUNI BOND ETFishares tr | $360,996 | -42.9% | 14,052 | -42.7% | 0.07% | -40.0% |
| IBML | Sell | ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFishares tr | $362,174 | -42.6% | 14,189 | -42.7% | 0.07% | -40.0% |
| OMC | Sell | OMNICOM GROUP INC COM | $359,294 | -12.9% | 4,824 | -2.9% | 0.07% | -7.7% |
| ASML | Sell | ASML HOLDING N V N Y REGISTRY SHSasml holding n v | $357,972 | -15.0% | 608 | -1.1% | 0.07% | -10.0% |
| IBMQ | Sell | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETFishares tr | $355,336 | -43.6% | 14,557 | -41.6% | 0.07% | -40.8% |
| IBMP | Sell | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETFishares tr | $353,834 | -43.3% | 14,454 | -41.8% | 0.07% | -39.8% |
| IBMO | Sell | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETFishares tr | $355,428 | -42.8% | 14,326 | -41.9% | 0.07% | -39.8% |
| WM | Sell | WASTE MGMT INC DEL COM | $351,429 | -19.7% | 2,305 | -9.5% | 0.07% | -15.7% |
| VOT | VANGUARD MID-CAP GROWTH ETFmcap gr idxvip | $351,365 | -7.7% | 1,804 | 0.0% | 0.07% | -2.8% | |
| FN | Sell | FABRINET SHSfabrinet | $346,236 | +32.9% | 2,078 | -0.8% | 0.07% | +40.8% |
| PATH | Sell | UIPATH INCuipath inc | $335,424 | -0.1% | 19,604 | -0.7% | 0.07% | +4.7% |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDselect sector spdr tr | $334,250 | -7.7% | 3,297 | 0.0% | 0.07% | -2.9% | |
| RCL | ROYAL CARIBBEAN GROUP COMroyal caribbean group | $328,018 | -10.5% | 3,560 | 0.0% | 0.07% | -4.3% | |
| CMI | Sell | CUMMINS INC COM | $313,356 | -25.5% | 1,372 | -15.9% | 0.06% | -21.2% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFcore us aggbd et | $302,809 | -54.0% | 3,220 | -52.1% | 0.06% | -51.2% |
| New | BIONANO GENOMICS INC COM NEWbionano genomics inc | $306,112 | – | 101,027 | +100.0% | 0.06% | – | |
| NTRS | Buy | NORTHERN TR CORP COM | $304,338 | -10.2% | 4,380 | +2.9% | 0.06% | -4.7% |
| BTI | Buy | BRITISH AMERN TOB PLC SPONSORED ADRsponsored adr | $283,773 | -4.7% | 9,034 | +3.0% | 0.06% | +1.8% |
| SOCL | Sell | GLOBAL X SOCIAL MEDIA ETFglobal x fds | $277,553 | -7.8% | 7,742 | -0.9% | 0.06% | -1.8% |
| GNR | Sell | SPDR S&P GLOBAL NATURAL RESOURCES ETF | $270,576 | -89.0% | 4,856 | -88.7% | 0.05% | -88.4% |
| VDC | VANGUARD CONSUMER STAPLES ETFvanguard world fds | $267,794 | -8.1% | 1,466 | 0.0% | 0.05% | -1.8% | |
| HERO | Sell | GLOBAL X VIDEO GAMES & ESPORTS ETFglobal x fds | $267,094 | -12.1% | 14,321 | -0.7% | 0.05% | -8.6% |
| FTNT | Sell | FORTINET INC COM | $260,774 | -24.6% | 4,444 | -0.8% | 0.05% | -21.2% |
| OKE | New | ONEOK INC NEW COM | $256,130 | – | 4,038 | +100.0% | 0.05% | – |
| PLD | Sell | PROLOGIS INC. COM | $255,951 | -13.0% | 2,281 | -1.5% | 0.05% | -8.9% |
| GTLS | Sell | CHART INDS INC COMchart inds inc | $249,452 | +3.1% | 1,475 | -0.3% | 0.05% | +8.7% |
| WPP | Sell | WPP PLC NEW ADRwpp plc new | $248,985 | -17.3% | 5,585 | -3.6% | 0.05% | -12.3% |
| GOVT | Sell | ISHARES U.S. TREASURY BOND ETFishares tr | $243,145 | -6.4% | 11,032 | -3.0% | 0.05% | 0.0% |
| DDOG | Sell | DATADOG INC CL A COMdatadog inc | $246,034 | -18.8% | 2,701 | -0.7% | 0.05% | -14.0% |
| FB | Buy | META PLATFORMS INC CL Ameta platforms inc | $242,570 | +16.3% | 808 | +13.0% | 0.05% | +22.5% |
| XAR | Sell | SPDR S&P AEROSPACE & DEFENSE ETFspdr ser tr | $228,591 | -9.1% | 2,039 | -0.8% | 0.05% | -4.2% |
| NTR | NUTRIEN LTD COMnutrien ltd | $223,692 | -6.3% | 3,605 | 0.0% | 0.04% | 0.0% | |
| XSD | Sell | SPDR S&P SEMICONDUCTOR ETFs&p semicndctr | $223,665 | -12.4% | 1,141 | -0.9% | 0.04% | -6.2% |
| VIS | VANGUARD INDUSTRIALS ETFvanguard world fds | $226,567 | -7.4% | 1,162 | 0.0% | 0.04% | -2.2% | |
| ARKG | Sell | ARK GENOMIC REVOLUTION ETFark etf tr | $225,399 | -23.7% | 8,090 | -0.5% | 0.04% | -19.6% |
| TSLA | Buy | TESLA INC COMtesla inc | $220,444 | -3.5% | 881 | +3.8% | 0.04% | +2.3% |
| BA | Sell | BOEING CO COM | $218,626 | -17.5% | 1,141 | -7.1% | 0.04% | -12.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMautomatic data processing in | $215,079 | -6.6% | 894 | -7.1% | 0.04% | -2.3% |
| PPG | PPG INDS INC COM | $211,055 | -11.0% | 1,626 | 0.0% | 0.04% | -6.7% | |
| GNOM | Sell | GLOBAL X GENOMICS & BIOTECHNOLOGY ETFglobal x fds | $203,085 | -17.4% | 19,969 | -0.6% | 0.04% | -12.8% |
| QQQ | New | INVESCO QQQ TRUST SERIES Iunit ser 1 | $206,005 | – | 575 | +100.0% | 0.04% | – |
| QUAL | Sell | ISHARES MSCI USA QUALITY FACTOR ETFishares tr | $202,957 | -5.0% | 1,540 | -0.1% | 0.04% | 0.0% |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNunit ltd partn | $177,314 | +2.0% | 11,574 | 0.0% | 0.04% | +6.1% | |
| S | SENTINELONE INC CL Asentinelone inc | $171,062 | +15.5% | 10,146 | 0.0% | 0.03% | +21.4% | |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $168,365 | -10.6% | 16,604 | 0.0% | 0.03% | -5.6% | |
| VUZI | Buy | VUZIX CORP COM NEWvuzix corp | $79,497 | -29.4% | 21,900 | +0.3% | 0.02% | -23.8% |
| OCUL | OCULAR THERAPEUTIX INC COMocular therapeutix inc | $62,800 | -29.6% | 20,000 | 0.0% | 0.01% | -23.5% | |
| ORGN | Buy | ORIGIN MATERIALS INC COMorigin materials inc | $39,194 | -69.7% | 30,620 | +1.9% | 0.01% | -68.0% |
| EGHT | 8X8 INC NEW COM | $25,200 | -42.1% | 10,000 | 0.0% | 0.01% | -37.5% | |
| LIACF | AMERICAN LITHIUM CORP COM NEW | $15,372 | -26.4% | 10,500 | 0.0% | 0.00% | -25.0% | |
| PLURI INC COMpluri inc | $7,855 | -20.0% | 13,091 | 0.0% | 0.00% | 0.0% | ||
| APPH | Exit | APPHARVEST INC COM | $0 | – | -35,200 | -100.0% | -0.00% | – |
| UNG | Exit | UNITED STATES NATURAL GAS FUND LPunit par | $0 | – | -10,500 | -100.0% | -0.01% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC COM | $0 | – | -2,493 | -100.0% | -0.04% | – |
| ETR | Exit | ENTERGY CORP NEW COM | $0 | – | -2,150 | -100.0% | -0.04% | – |
| ZBRA | Exit | ZEBRA TECHNOLOGIES CORPORATION CL Acl a | $0 | – | -761 | -100.0% | -0.04% | – |
| BNGO | Exit | BIONANO GENOMICS INC COM | $0 | – | -464,775 | -100.0% | -0.05% | – |
| SQ | Exit | BLOCK INC CL Acl a | $0 | – | -4,348 | -100.0% | -0.06% | – |
| IWY | Exit | ISHARES RUSSELL TOP 200 GROWTH ETFrus tp200 gr etf | $0 | – | -2,276 | -100.0% | -0.07% | – |
| CBSH | Exit | COMMERCE BANCSHARES INC COM | $0 | – | -7,803 | -100.0% | -0.08% | – |
| VGSH | Exit | VANGUARD SHORT-TERM TREASURY ETFshort term treas | $0 | – | -7,464 | -100.0% | -0.08% | – |
| XSVM | Exit | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFs&p smcp vlu mnt | $0 | – | -15,567 | -100.0% | -0.15% | – |
| XMVM | Exit | INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETFs&p mdcp vlu mnt | $0 | – | -25,611 | -100.0% | -0.23% | – |
| CWB | Exit | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFbbg conv sec etf | $0 | – | -17,952 | -100.0% | -0.24% | – |
| JEPI | Exit | JPMORGAN EQUITY PREMIUM INCOME ETFequity premium | $0 | – | -41,177 | -100.0% | -0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS VANGUARD GROWTH ETF | 39 | Q3 2023 | 5.2% |
| VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | 39 | Q3 2023 | 4.5% |
| UNITED PARCEL SVC INC CL B | 39 | Q3 2023 | 6.5% |
| MICROSOFT CORP COM | 39 | Q3 2023 | 4.0% |
| VANGUARD VALUE INDEX FUND | 39 | Q3 2023 | 4.0% |
| SELECT SECTOR SPDR TRUST HEALTH CARE SELECT INDEX | 39 | Q3 2023 | 3.6% |
| SELECT SECTOR SPDR TRUST CONSUMER DIS SELECT INDEX | 39 | Q3 2023 | 3.3% |
| VISA INC COM CL A | 39 | Q3 2023 | 1.9% |
| WAL MART STORES INC COM | 39 | Q3 2023 | 2.2% |
| LOCKHEED MARTIN CORP COM | 39 | Q3 2023 | 2.2% |
View Archford Capital Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-20 |
View Archford Capital Strategies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.