$398 Million is the total value of Archford Capital Strategies, LLC's 260 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 18.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $17,508,000 | -20.6% | 78,551 | +2.7% | 4.40% | -10.4% |
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $14,920,000 | -8.7% | 113,135 | +1.9% | 3.75% | +3.0% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $11,961,000 | -9.8% | 203,250 | +6.7% | 3.01% | +1.8% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $11,187,000 | -4.4% | 110,020 | -0.5% | 2.81% | +7.9% |
| MSFT | Buy | MICROSOFT CORP COMstock | $10,958,000 | -16.4% | 42,667 | +1.2% | 2.76% | -5.7% |
| BSV | Buy | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $9,616,000 | +0.6% | 125,230 | +1.4% | 2.42% | +13.5% |
| VGSH | Sell | VANGUARD SHORT-TERM GOVERNMENT BOND ETFetf | $9,481,000 | -0.4% | 161,075 | -0.1% | 2.38% | +12.4% |
| AAPL | Sell | APPLE INC COMstock | $7,515,000 | -22.4% | 54,967 | -0.6% | 1.89% | -12.5% |
| VBR | Buy | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $6,730,000 | -12.4% | 44,922 | +1.3% | 1.69% | -1.2% |
| MOAT | Buy | VANECK MORNINGSTAR WIDE MOAT ETFetf | $6,258,000 | -9.1% | 98,195 | +6.3% | 1.57% | +2.5% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $5,887,000 | -3.9% | 41,034 | +8.5% | 1.48% | +8.4% |
| OMFL | Buy | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFetf | $5,858,000 | -12.2% | 142,207 | +1.9% | 1.47% | -1.0% |
| SHV | Buy | ISHARES SHORT TREASURY BOND ETFetf | $5,816,000 | +3.3% | 52,825 | +3.3% | 1.46% | +16.5% |
| EEMV | Buy | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $5,736,000 | -2.3% | 103,490 | +7.6% | 1.44% | +10.2% |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $5,457,000 | -18.7% | 16,711 | +3.0% | 1.37% | -8.2% |
| V | Buy | VISA INC COM CL Astock | $5,336,000 | -12.1% | 27,103 | +1.0% | 1.34% | -0.8% |
| EFAV | Buy | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $4,862,000 | -10.8% | 76,791 | +1.9% | 1.22% | +0.6% |
| XT | Buy | ISHARES EXPONENTIAL TECHNOLOGIES ETFetf | $4,737,000 | -14.4% | 98,832 | +5.3% | 1.19% | -3.5% |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $4,646,000 | -23.0% | 147,731 | -7.5% | 1.17% | -13.2% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $4,645,000 | -5.1% | 64,844 | +4.5% | 1.17% | +7.1% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $4,615,000 | -9.7% | 110,798 | +1.8% | 1.16% | +1.8% |
| PCTY | PAYLOCITY HLDG CORP COMstock | $4,536,000 | -16.8% | 26,009 | 0.0% | 1.14% | -6.2% | |
| VIGI | Buy | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $4,484,000 | -9.5% | 65,348 | +5.4% | 1.13% | +2.1% |
| ESGU | Buy | ISHARES ESG AWARE MSCI USA ETFetf | $4,439,000 | -15.8% | 52,907 | +1.6% | 1.12% | -4.9% |
| FNDF | Buy | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFetf | $4,244,000 | -9.0% | 149,906 | +3.1% | 1.07% | +2.7% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $4,199,000 | -22.1% | 102,920 | -8.1% | 1.06% | -12.1% |
| PAYC | Buy | PAYCOM SOFTWARE INC COMstock | $3,768,000 | -20.9% | 13,451 | +0.1% | 0.95% | -10.7% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $3,528,000 | -22.2% | 1,619 | +0.4% | 0.89% | -12.3% |
| GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $3,376,000 | -2.2% | 141,251 | +0.6% | 0.85% | +10.3% |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $3,370,000 | -5.7% | 29,585 | +1.1% | 0.85% | +6.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $3,189,000 | -16.0% | 11,681 | +6.1% | 0.80% | -5.2% |
| GEM | Buy | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf | $3,181,000 | -9.8% | 106,922 | +3.9% | 0.80% | +1.8% |
| IGF | Buy | ISHARES GLOBAL INFRASTRUCTURE ETFetf | $3,031,000 | -5.5% | 64,838 | +2.9% | 0.76% | +6.6% |
| AMZN | Buy | AMAZON COM INC COMstock | $2,824,000 | -35.9% | 26,585 | +1879.5% | 0.71% | -27.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $2,647,000 | +5.8% | 5,153 | +6.6% | 0.66% | +19.2% |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $2,570,000 | -7.8% | 8,147 | +6.2% | 0.65% | +4.0% |
| VBK | Buy | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $2,529,000 | -16.4% | 12,835 | +4.7% | 0.64% | -5.6% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $2,483,000 | -17.3% | 1,135 | +6.7% | 0.62% | -6.7% |
| IBDN | Sell | ISHARES IBONDS DEC 2022 TERM CORPORATE ETFetf | $2,098,000 | -1.1% | 83,898 | -1.0% | 0.53% | +11.4% |
| WMT | Sell | WALMART INC COMstock | $2,098,000 | -22.4% | 17,260 | -3.4% | 0.53% | -12.6% |
| IQV | Buy | IQVIA HLDGS INC COMstock | $2,094,000 | -1.9% | 9,651 | +7.8% | 0.53% | +10.5% |
| IBDO | Buy | ISHARES IBONDS DEC 2023 TERM CORPORATE ETFetf | $2,088,000 | -0.3% | 83,232 | +0.2% | 0.52% | +12.4% |
| ABC | Buy | AMERISOURCEBERGEN CORP COMstock | $2,074,000 | -2.7% | 14,657 | +7.1% | 0.52% | +9.7% |
| IBDP | Buy | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFetf | $2,065,000 | +0.4% | 83,436 | +1.2% | 0.52% | +13.3% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $2,058,000 | +10.9% | 4,786 | +15.3% | 0.52% | +24.9% |
| IBDQ | Buy | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $2,038,000 | -0.4% | 82,522 | +1.3% | 0.51% | +12.3% |
| ENB | Buy | ENBRIDGE INC COMstock | $2,012,000 | +2.5% | 47,721 | +13.6% | 0.51% | +15.8% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $2,005,000 | +16.1% | 23,417 | +12.2% | 0.50% | +30.9% |
| IBDR | Buy | ISHARES IBONDS DEC 2026 TERM CORPORATE ETFetf | $1,970,000 | -1.2% | 82,819 | +1.4% | 0.50% | +11.5% |
| AOA | Sell | ISHARES CORE AGGRESSIVE ALLOCATION ETFetf | $1,959,000 | -13.6% | 32,706 | -1.0% | 0.49% | -2.4% |
| GNR | Buy | SPDR S&P GLOBAL NATURAL RESOURCES ETFetf | $1,942,000 | -16.7% | 37,288 | +0.7% | 0.49% | -6.0% |
| HD | Sell | HOME DEPOT INC COMstock | $1,871,000 | -10.2% | 6,821 | -0.1% | 0.47% | +1.3% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $1,830,000 | -7.4% | 16,247 | +9.6% | 0.46% | +4.5% |
| PEP | Buy | PEPSICO INC COMstock | $1,794,000 | +11.8% | 10,766 | +13.8% | 0.45% | +26.3% |
| MBB | Sell | ISHARES MBS ETFetf | $1,763,000 | -3.4% | 18,082 | -0.5% | 0.44% | +8.8% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $1,727,000 | +0.6% | 9,731 | +0.7% | 0.43% | +13.3% |
| VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $1,715,000 | -2.4% | 22,486 | -0.7% | 0.43% | +9.9% |
| ANTM | Buy | ELEVANCE HEALTH INC COMstock | $1,662,000 | -0.4% | 3,444 | +2.1% | 0.42% | +12.4% |
| KOMP | Buy | SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETFetf | $1,652,000 | -18.7% | 40,739 | +3.6% | 0.42% | -8.4% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $1,628,000 | -6.1% | 11,321 | +1.0% | 0.41% | +6.0% |
| FB | Buy | META PLATFORMS INC CL Astock | $1,622,000 | -25.7% | 10,061 | +6.9% | 0.41% | -16.0% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $1,617,000 | -9.7% | 20,871 | +0.7% | 0.41% | +2.0% |
| MUB | Buy | ISHARES NATIONAL MUNI BOND ETFetf | $1,605,000 | +3.0% | 15,092 | +5.7% | 0.40% | +16.4% |
| ARKK | Buy | ARK INNOVATION ETFetf | $1,583,000 | -35.4% | 39,685 | +7.7% | 0.40% | -27.1% |
| BKNG | Buy | BOOKING HOLDINGS INC COMstock | $1,585,000 | -19.1% | 906 | +6.3% | 0.40% | -8.7% |
| PFE | Buy | PFIZER INC COMstock | $1,547,000 | +13.6% | 29,501 | +11.0% | 0.39% | +28.0% |
| AVLR | Buy | AVALARA INC COMstock | $1,526,000 | -29.8% | 21,611 | +0.8% | 0.38% | -20.8% |
| UL | New | UNILEVER PLC SPON ADR NEWadr | $1,482,000 | – | 32,336 | +100.0% | 0.37% | – |
| UNP | Buy | UNION PAC CORP COMstock | $1,472,000 | -15.1% | 6,901 | +0.3% | 0.37% | -4.1% |
| VT | Sell | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $1,464,000 | -20.5% | 17,159 | -5.6% | 0.37% | -10.2% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $1,448,000 | -8.4% | 9,424 | +5.6% | 0.36% | +3.4% |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $1,439,000 | -12.8% | 20,120 | -7.4% | 0.36% | -1.6% |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $1,401,000 | +22.4% | 14,194 | +18.6% | 0.35% | +38.0% |
| KMX | Buy | CARMAX INC COMstock | $1,397,000 | +1.8% | 15,439 | +12.4% | 0.35% | +14.7% |
| SNA | Buy | SNAP ON INC COMstock | $1,377,000 | +26.3% | 6,988 | +32.2% | 0.35% | +42.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $1,365,000 | -7.6% | 2,512 | -0.6% | 0.34% | +4.3% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $1,339,000 | -3.9% | 26,382 | -0.0% | 0.34% | +8.7% |
| ABBV | Buy | ABBVIE INC COMstock | $1,336,000 | +6.4% | 8,722 | +13.5% | 0.34% | +20.0% |
| AVGO | Buy | BROADCOM INC COMstock | $1,308,000 | -18.2% | 2,692 | +3.3% | 0.33% | -7.8% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $1,255,000 | -14.6% | 2,618 | +2.5% | 0.32% | -3.4% |
| SPT | SPROUT SOCIAL INC COM CL Astock | $1,257,000 | -27.1% | 21,650 | 0.0% | 0.32% | -17.7% | |
| RPV | INVESCO S&P 500 PURE VALUE ETFetf | $1,250,000 | -11.3% | 16,641 | 0.0% | 0.31% | 0.0% | |
| SPY | Buy | SPDR S&P 500 ETFetf | $1,246,000 | -14.0% | 3,302 | +2.9% | 0.31% | -3.1% |
| VLO | Buy | VALERO ENERGY CORP COMstock | $1,232,000 | +35.5% | 11,592 | +29.3% | 0.31% | +52.7% |
| CWB | Buy | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf | $1,234,000 | -10.5% | 19,120 | +6.3% | 0.31% | +1.0% |
| XMVM | INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETFetf | $1,228,000 | -16.1% | 31,233 | 0.0% | 0.31% | -5.2% | |
| TGT | Buy | TARGET CORP COMstock | $1,186,000 | -33.3% | 8,397 | +1.4% | 0.30% | -24.7% |
| NVS | New | NOVARTIS AG SPONSORED ADRadr | $1,164,000 | – | 13,768 | +100.0% | 0.29% | – |
| MCD | Buy | MCDONALDS CORP COMstock | $1,140,000 | +1.3% | 4,616 | +2.0% | 0.29% | +14.3% |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $1,117,000 | -1.8% | 14,386 | +1.9% | 0.28% | +11.1% |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $1,087,000 | +17.8% | 4,913 | +27.2% | 0.27% | +32.5% |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $1,053,000 | -0.2% | 21,024 | +0.0% | 0.26% | +12.8% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $1,051,000 | -45.0% | 6,936 | -5.9% | 0.26% | -38.0% |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $1,045,000 | +4.2% | 26,683 | +28.0% | 0.26% | +17.4% |
| LLY | Buy | LILLY ELI & CO COMstock | $1,027,000 | +19.0% | 3,169 | +7.4% | 0.26% | +34.4% |
| UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $1,020,000 | -10.8% | 5,586 | -3.7% | 0.26% | +0.4% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $1,005,000 | -17.6% | 5,935 | -1.2% | 0.25% | -7.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $1,004,000 | +3.5% | 13,039 | +0.0% | 0.25% | +16.7% |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $998,000 | -18.8% | 25,445 | -0.9% | 0.25% | -8.4% |
| AMGN | Buy | AMGEN INC COMstock | $963,000 | +7.6% | 3,960 | +8.2% | 0.24% | +21.6% |
| INTU | Buy | INTUIT COMstock | $963,000 | -13.9% | 2,499 | +10.8% | 0.24% | -2.8% |
| LOW | Sell | LOWES COS INC COMstock | $950,000 | -15.5% | 5,437 | -0.9% | 0.24% | -4.4% |
| FIS | Buy | FIDELITY NATL INFORMATION SVCS COMstock | $944,000 | -0.5% | 10,299 | +12.4% | 0.24% | +12.3% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $935,000 | -8.6% | 6,457 | +3.1% | 0.24% | +3.1% |
| HON | Sell | HONEYWELL INTL INC COMstock | $908,000 | -18.3% | 5,224 | -9.0% | 0.23% | -8.1% |
| AEE | Sell | AMEREN CORP COMstock | $888,000 | -13.2% | 9,828 | -8.8% | 0.22% | -2.2% |
| HERO | Buy | GLOBAL X VIDEO GAMES & ESPORTS ETFetf | $886,000 | -18.0% | 42,362 | +0.6% | 0.22% | -7.5% |
| IBDS | Buy | ISHARES IBONDS DEC 2027 TERM CORPORATE ETFetf | $885,000 | -0.6% | 37,061 | +2.8% | 0.22% | +12.1% |
| IBDT | Buy | ISHARES IBONDS DEC 2028 TERM CORPORATE ETFetf | $878,000 | -1.3% | 35,178 | +2.8% | 0.22% | +11.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $876,000 | +26.0% | 6,201 | +15.0% | 0.22% | +41.9% |
| IBDU | Buy | ISHARES IBONDS DEC 2029 TERM CORPORATE ETFetf | $860,000 | -2.8% | 37,654 | +2.9% | 0.22% | +9.6% |
| SNSR | Buy | GLOBAL X INTERNET OF THINGS THEMATIC ETFetf | $845,000 | -19.8% | 32,863 | +0.6% | 0.21% | -9.8% |
| RBLX | Buy | ROBLOX CORP CL Astock | $837,000 | +0.1% | 25,485 | +49.4% | 0.21% | +12.9% |
| XSVM | Sell | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFetf | $830,000 | -15.7% | 18,692 | -0.7% | 0.21% | -4.6% |
| ANET | Buy | ARISTA NETWORKS INC COMstock | $820,000 | -8.4% | 8,747 | +37.9% | 0.21% | +3.5% |
| AWK | AMERICAN WTR WKS CO INC NEW COMstock | $819,000 | -11.3% | 5,504 | 0.0% | 0.21% | 0.0% | |
| BK | Buy | BANK NEW YORK MELLON CORP COMstock | $814,000 | +19.0% | 19,514 | +39.7% | 0.20% | +34.9% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $813,000 | -22.9% | 10,630 | +7.8% | 0.20% | -13.2% |
| CLOU | Buy | GLOBAL X CLOUD COMPUTING ETFetf | $807,000 | -24.7% | 48,954 | +1.4% | 0.20% | -15.1% |
| SCHW | Buy | SCHWAB CHARLES CORP COMstock | $804,000 | -12.4% | 12,720 | +13.5% | 0.20% | -1.5% |
| KO | Buy | COCA COLA CO COMstock | $801,000 | +13.1% | 12,729 | +12.3% | 0.20% | +27.2% |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $787,000 | -21.3% | 3,600 | 0.0% | 0.20% | -11.2% | |
| D | Buy | DOMINION ENERGY INC COMstock | $787,000 | +6.1% | 9,856 | +14.4% | 0.20% | +20.0% |
| ZTS | Sell | ZOETIS INC CL Astock | $788,000 | -16.2% | 4,586 | -8.0% | 0.20% | -5.3% |
| EBAY | Buy | EBAY INC. COMstock | $787,000 | -2.0% | 18,890 | +32.6% | 0.20% | +10.6% |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $780,000 | -5.6% | 6,086 | +1.0% | 0.20% | +6.5% |
| DRIV | Buy | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $772,000 | -20.7% | 35,954 | +0.4% | 0.19% | -10.6% |
| SNOW | Buy | SNOWFLAKE INC CL Astock | $772,000 | -25.3% | 5,551 | +22.0% | 0.19% | -15.7% |
| BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $764,000 | -3.8% | 10,151 | +0.3% | 0.19% | +8.5% |
| BDX | Buy | BECTON DICKINSON & CO COMstock | $760,000 | +25.0% | 3,081 | +33.3% | 0.19% | +41.5% |
| AOR | Buy | ISHARES GROWTH ALLOCATION FUNDetf | $756,000 | -8.3% | 15,740 | +2.4% | 0.19% | +3.3% |
| O | New | REALTY INCOME CORP COMreit | $746,000 | – | 10,935 | +100.0% | 0.19% | – |
| CRM | Buy | SALESFORCE INC COMstock | $733,000 | +8.0% | 4,441 | +37.4% | 0.18% | +21.9% |
| FISV | Sell | FISERV INC COMstock | $721,000 | -14.6% | 8,102 | -0.8% | 0.18% | -3.7% |
| STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $719,000 | -7.9% | 3,085 | -9.1% | 0.18% | +4.0% |
| BUG | Buy | GLOBAL X CYBERSECURITY ETFetf | $718,000 | -20.7% | 28,722 | +0.1% | 0.18% | -10.4% |
| EMR | Sell | EMERSON ELEC CO COMstock | $719,000 | -20.4% | 9,040 | -3.3% | 0.18% | -10.0% |
| DHR | Sell | DANAHER CORPORATION COMstock | $715,000 | -17.7% | 2,818 | -6.8% | 0.18% | -7.2% |
| DIAL | Buy | COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETFetf | $711,000 | -6.8% | 40,285 | +1.4% | 0.18% | +5.3% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $710,000 | – | 8,691 | +100.0% | 0.18% | – |
| TER | Buy | TERADYNE INC COMstock | $707,000 | +17.2% | 7,892 | +46.4% | 0.18% | +32.8% |
| SUB | Buy | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $706,000 | +8.6% | 6,744 | +8.2% | 0.18% | +22.1% |
| SO | Buy | SOUTHERN CO COMstock | $703,000 | -1.7% | 9,857 | +2.6% | 0.18% | +11.3% |
| CSCO | Sell | CISCO SYS INC COMstock | $697,000 | -45.1% | 16,348 | -29.3% | 0.18% | -38.2% |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $692,000 | -21.2% | 5,527 | 0.0% | 0.17% | -11.2% | |
| SNY | New | SANOFI SPONSORED ADRadr | $693,000 | – | 13,848 | +100.0% | 0.17% | – |
| BLK | Sell | BLACKROCK INC COMstock | $687,000 | -28.1% | 1,127 | -9.8% | 0.17% | -18.8% |
| ADI | Buy | ANALOG DEVICES INC COMstock | $674,000 | +1.5% | 4,611 | +11.0% | 0.17% | +14.2% |
| SOCL | Buy | GLOBAL X SOCIAL MEDIA INDEX FUNDetf | $666,000 | -23.4% | 20,099 | +2.4% | 0.17% | -13.9% |
| MCK | Buy | MCKESSON CORP COMstock | $655,000 | +45.2% | 2,007 | +36.5% | 0.16% | +63.4% |
| KMB | Buy | KIMBERLY-CLARK CORP COMstock | $658,000 | +34.3% | 4,867 | +24.3% | 0.16% | +51.4% |
| DIS | Sell | DISNEY WALT CO COMstock | $655,000 | -34.2% | 6,937 | -5.6% | 0.16% | -25.7% |
| UBER | Buy | UBER TECHNOLOGIES INC COMstock | $654,000 | -29.2% | 31,989 | +21.0% | 0.16% | -20.4% |
| MILN | Buy | GLOBAL X MILLENNIAL CONSUMER ETFetf | $651,000 | -28.1% | 25,032 | +1.3% | 0.16% | -18.8% |
| GPC | Buy | GENUINE PARTS CO COMstock | $648,000 | +27.1% | 4,870 | +21.3% | 0.16% | +43.0% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $641,000 | +14.7% | 5,981 | +20.3% | 0.16% | +28.8% |
| MMM | Buy | 3M CO COMstock | $639,000 | -9.6% | 4,939 | +4.1% | 0.16% | +1.9% |
| FINX | Buy | GLOBAL X FINTECH THEMATIC ETFetf | $630,000 | -32.0% | 29,554 | +2.8% | 0.16% | -23.3% |
| ZS | Buy | ZSCALER INC COMstock | $630,000 | -36.3% | 4,212 | +1.6% | 0.16% | -28.2% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFetf | $623,000 | +9.1% | 6,122 | +20.0% | 0.16% | +23.6% |
| CMI | Sell | CUMMINS INC COMstock | $614,000 | -46.9% | 3,174 | -45.1% | 0.15% | -40.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $613,000 | +16.5% | 6,374 | +19.8% | 0.15% | +31.6% |
| XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $612,000 | -25.6% | 4,453 | +0.0% | 0.15% | -15.8% |
| CVS | Buy | CVS HEALTH CORP COMstock | $608,000 | +9.0% | 6,564 | +16.9% | 0.15% | +23.4% |
| GIS | Buy | GENERAL MLS INC COMstock | $610,000 | +36.8% | 8,080 | +25.4% | 0.15% | +54.5% |
| FAST | Buy | FASTENAL CO COMstock | $597,000 | -3.9% | 11,962 | +14.3% | 0.15% | +8.7% |
| USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $592,000 | +18.4% | 8,432 | +31.6% | 0.15% | +34.2% |
| WDAY | Buy | WORKDAY INC CL Astock | $588,000 | -41.6% | 4,216 | +0.3% | 0.15% | -33.9% |
| PENN | Buy | PENN NATL GAMING INC COMstock | $548,000 | -27.1% | 18,026 | +0.3% | 0.14% | -17.9% |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $549,000 | -16.8% | 8,792 | -2.0% | 0.14% | -6.1% |
| AZN | New | ASTRAZENECA PLC SPONSORED ADRadr | $539,000 | – | 8,160 | +100.0% | 0.14% | – |
| Buy | PAYCOR HCM INC COMstock | $536,000 | +71.8% | 20,604 | +94.3% | 0.14% | +92.9% | |
| MRK | Sell | MERCK & CO INC COMstock | $527,000 | +2.1% | 5,778 | -6.3% | 0.13% | +14.8% |
| ORCL | Sell | ORACLE CORP COMstock | $513,000 | -16.6% | 7,349 | -0.8% | 0.13% | -5.8% |
| T | Buy | AT&T INC COMstock | $514,000 | +4.9% | 24,512 | +19.5% | 0.13% | +18.3% |
| SPLG | Sell | SPDR PORTFOLIO S&P 500 ETFetf | $504,000 | -21.5% | 11,359 | -6.1% | 0.13% | -11.2% |
| KMI | Sell | KINDER MORGAN INC DEL COMstock | $500,000 | -16.4% | 29,819 | -5.6% | 0.13% | -5.3% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. COMstock | $495,000 | -25.2% | 8,521 | -9.8% | 0.12% | -16.2% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $493,000 | +29.7% | 5,184 | +31.3% | 0.12% | +45.9% |
| SOXL | New | DIREXION DAILY SEMICONDUCTOR BULL 3X SHARESetf | $495,000 | – | 37,782 | +100.0% | 0.12% | – |
| CBSH | COMMERCE BANCSHARES INC COMstock | $488,000 | -6.7% | 7,426 | 0.0% | 0.12% | +5.1% | |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC COMstock | $491,000 | -11.1% | 3,563 | +0.1% | 0.12% | 0.0% |
| PLD | New | PROLOGIS INC. COMreit | $482,000 | – | 4,097 | +100.0% | 0.12% | – |
| IWD | ISHARES RUSSELL 1000 VALUE ETFetf | $477,000 | -12.2% | 3,287 | 0.0% | 0.12% | -0.8% | |
| ABT | Sell | ABBOTT LABS COMstock | $476,000 | -37.9% | 4,383 | -31.7% | 0.12% | -29.8% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $471,000 | +3.3% | 3,397 | +38.3% | 0.12% | +15.7% |
| SBUX | Buy | STARBUCKS CORP COMstock | $464,000 | +13.2% | 6,072 | +24.7% | 0.12% | +28.6% |
| AJG | Buy | GALLAGHER ARTHUR J & CO COMstock | $463,000 | -6.8% | 2,842 | +0.0% | 0.12% | +4.5% |
| WM | Sell | WASTE MGMT INC DEL COMstock | $454,000 | -5.4% | 2,969 | -0.6% | 0.11% | +6.5% |
| NFLX | Buy | NETFLIX INC COMstock | $450,000 | -21.6% | 2,573 | +70.4% | 0.11% | -11.7% |
| ET | Sell | ENERGY TRANSFER L P COM UT LTD PTNstock | $445,000 | -18.6% | 44,611 | -8.7% | 0.11% | -8.2% |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $443,000 | +42.9% | 7,164 | +38.1% | 0.11% | +60.9% |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $429,000 | -11.2% | 10,707 | +1.5% | 0.11% | 0.0% |
| PCAR | Buy | PACCAR INC COMstock | $428,000 | +25.5% | 5,203 | +26.2% | 0.11% | +42.1% |
| CL | Buy | COLGATE PALMOLIVE CO COMstock | $422,000 | +39.3% | 5,264 | +34.4% | 0.11% | +55.9% |
| CLX | Buy | CLOROX CO DEL COMstock | $415,000 | +15.6% | 2,941 | +18.0% | 0.10% | +30.0% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $409,000 | -20.7% | 1 | 0.0% | 0.10% | -10.4% | |
| MO | Buy | ALTRIA GROUP INC COMstock | $409,000 | -14.4% | 9,783 | +7.8% | 0.10% | -3.7% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP INC COMstock | $405,000 | +27.0% | 6,063 | +41.4% | 0.10% | +43.7% |
| AOM | Sell | ISHARES MODERATE ALLOCATION FUNDetf | $407,000 | -11.5% | 10,454 | -3.2% | 0.10% | -1.0% |
| TDIV | Buy | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $396,000 | +19.3% | 7,885 | +37.8% | 0.10% | +35.1% |
| TROW | Buy | PRICE T ROWE GROUP INC COMstock | $392,000 | -6.2% | 3,454 | +28.1% | 0.10% | +6.5% |
| SLY | SPDR S&P 600 SMALL CAP ETFetf | $392,000 | -13.1% | 4,897 | 0.0% | 0.10% | -2.0% | |
| IP | Buy | INTERNATIONAL PAPER CO COMstock | $379,000 | +33.0% | 9,052 | +45.6% | 0.10% | +48.4% |
| APPH | Buy | APPHARVEST INC COMstock | $375,000 | +14.3% | 107,407 | +70.3% | 0.09% | +28.8% |
| DE | Sell | DEERE & CO COMstock | $373,000 | -29.9% | 1,247 | -3.0% | 0.09% | -21.0% |
| LEG | Buy | LEGGETT & PLATT INC COMstock | $370,000 | +48.6% | 10,692 | +51.8% | 0.09% | +69.1% |
| BMO | Buy | BANK MONTREAL QUE COMstock | $366,000 | -10.9% | 3,809 | +9.6% | 0.09% | 0.0% |
| BOTZ | Buy | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $367,000 | -27.5% | 18,062 | +1.7% | 0.09% | -18.6% |
| BHP | New | BHP GROUP LTD SPONSORED ADSadr | $348,000 | – | 6,188 | +100.0% | 0.09% | – |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $345,000 | -11.8% | 3,953 | +1.8% | 0.09% | 0.0% |
| IBMN | ISHARES IBONDS DEC 2025 TERM MUNI BOND ETFetf | $342,000 | +0.3% | 12,826 | 0.0% | 0.09% | +13.2% | |
| ACWI | ISHARES MSCI ACWI INDEX FUNDetf | $340,000 | -16.0% | 4,054 | 0.0% | 0.08% | -5.6% | |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $337,000 | -23.4% | 2,000 | 0.0% | 0.08% | -13.3% | |
| OMC | Buy | OMNICOM GROUP INC COMstock | $337,000 | +8.0% | 5,303 | +38.3% | 0.08% | +21.4% |
| PACB | Buy | PACIFIC BIOSCIENCES CALIF INC COMstock | $330,000 | -52.4% | 74,573 | +1.7% | 0.08% | -46.1% |
| NTR | Sell | NUTRIEN LTD COMstock | $329,000 | -22.8% | 4,134 | -1.5% | 0.08% | -12.6% |
| CAT | Buy | CATERPILLAR INC COMstock | $331,000 | -15.8% | 1,849 | +1.8% | 0.08% | -5.7% |
| ESTC | ELASTIC N V ORD SHSstock | $327,000 | -25.3% | 4,832 | 0.0% | 0.08% | -16.3% | |
| IBMK | ISHARES IBONDS DEC 2022 TERM MUNI BOND ETFetf | $321,000 | 0.0% | 12,374 | 0.0% | 0.08% | +12.5% | |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETFetf | $321,000 | -0.6% | 12,683 | 0.0% | 0.08% | +12.5% | |
| IBML | ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFetf | $317,000 | +0.3% | 12,422 | 0.0% | 0.08% | +14.3% | |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $316,000 | -21.2% | 1,804 | 0.0% | 0.08% | -11.2% | |
| IBMM | ISHARES IBONDS DEC 2024 TERM MUNI BOND ETFetf | $316,000 | +0.3% | 12,148 | 0.0% | 0.08% | +12.9% | |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETFetf | $309,000 | -0.6% | 12,258 | 0.0% | 0.08% | +13.0% | |
| IBMQ | Buy | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETFetf | $310,000 | +0.3% | 12,374 | +1.7% | 0.08% | +13.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $305,000 | +3.4% | 3,292 | +42.8% | 0.08% | +16.7% |
| ETR | Sell | ENTERGY CORP NEW COMstock | $307,000 | -12.5% | 2,722 | -5.9% | 0.08% | -1.3% |
| APD | Sell | AIR PRODS & CHEMS INC COMstock | $300,000 | -42.6% | 1,248 | -39.9% | 0.08% | -35.9% |
| VDC | Buy | VANGUARD CONSUMER STAPLES INDEX FUNDetf | $293,000 | -1.7% | 1,583 | +5.4% | 0.07% | +12.1% |
| CCI | New | CROWN CASTLE INTL CORP NEW COMreit | $294,000 | – | 1,744 | +100.0% | 0.07% | – |
| GNOM | Buy | GLOBAL X GENOMICS & BIOTECHNOLOGY ETFetf | $289,000 | -19.0% | 23,639 | +2.2% | 0.07% | -8.8% |
| QCOM | Sell | QUALCOMM INC COMstock | $288,000 | -13.0% | 2,256 | -0.8% | 0.07% | -2.7% |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETFetf | $283,000 | -5.4% | 12,092 | 0.0% | 0.07% | +6.0% | |
| ARKG | Buy | ARK GENOMIC REVOLUTION ETFetf | $282,000 | -30.0% | 8,957 | +3.0% | 0.07% | -21.1% |
| PATH | Buy | UIPATH INCstock | $259,000 | -8.8% | 14,237 | +10.5% | 0.06% | +3.2% |
| WPP | New | WPP PLC NEW ADRadr | $260,000 | – | 5,130 | +100.0% | 0.06% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $253,000 | – | 2,894 | +100.0% | 0.06% | – |
| NTRS | New | NORTHERN TR CORP COMstock | $256,000 | – | 2,657 | +100.0% | 0.06% | – |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $249,000 | -17.8% | 679 | +2.9% | 0.06% | -7.4% |
| GTLS | Sell | CHART INDS INC COMstock | $252,000 | -6.7% | 1,505 | -0.3% | 0.06% | +5.0% |
| AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $250,000 | -14.7% | 2,606 | -10.0% | 0.06% | -3.1% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INC CL Astock | $236,000 | -32.4% | 26,011 | +3.4% | 0.06% | -24.4% |
| BTI | New | BRITISH AMERN TOB PLC SPONSORED ADRadr | $226,000 | – | 5,260 | +100.0% | 0.06% | – |
| VIS | VANGUARD INDUSTRIALS INDEX FUNDetf | $223,000 | -14.2% | 1,365 | 0.0% | 0.06% | -3.4% | |
| VFH | Buy | VANGUARD FINANCIALS INDEX FUNDetf | $220,000 | -13.4% | 2,853 | +3.7% | 0.06% | -3.5% |
| LYFT | Buy | LYFT INC CL A COMstock | $218,000 | -42.8% | 16,413 | +59.9% | 0.06% | -35.3% |
| BX | BLACKSTONE INC COMstock | $214,000 | -26.2% | 2,346 | 0.0% | 0.05% | -16.9% | |
| QQQ | New | INVESCO QQQ TRUSTetf | $207,000 | – | 737 | +100.0% | 0.05% | – |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COMcef | $207,000 | -6.3% | 16,604 | 0.0% | 0.05% | +6.1% | |
| VOX | Buy | VANGUARD COMMUNICATION SERVICES ETFetf | $205,000 | -20.8% | 2,185 | +2.8% | 0.05% | -10.3% |
| JNK | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $204,000 | -10.9% | 2,252 | 0.0% | 0.05% | 0.0% | |
| ORGN | ORIGIN MATERIALS INC COMstock | $171,000 | -23.0% | 33,458 | 0.0% | 0.04% | -12.2% | |
| VUZI | Buy | VUZIX CORP COM NEWstock | $149,000 | +6.4% | 20,991 | +4.8% | 0.04% | +19.4% |
| VGR | Buy | VECTOR GROUP LTD COMstock | $121,000 | -12.9% | 11,550 | +0.2% | 0.03% | -3.2% |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $114,000 | -8.8% | 11,574 | 0.0% | 0.03% | +3.6% | |
| BNGO | BIONANO GENOMICS INC COMstock | $110,000 | -46.6% | 79,483 | 0.0% | 0.03% | -39.1% | |
| SOFI | SOFI TECHNOLOGIES INC COMstock | $59,000 | -41.6% | 11,115 | 0.0% | 0.02% | -34.8% | |
| PSTI | PLURISTEM THERAPEUTICS INC COM NEWstock | $16,000 | -44.8% | 13,091 | 0.0% | 0.00% | -33.3% | |
| ORGANIGRAM HLDGS INC COMstock | $15,000 | -44.4% | 16,600 | 0.0% | 0.00% | -33.3% | ||
| Exit | BENSON HILL INC COMMON STOCKstock | $0 | – | -50,950 | -100.0% | -0.04% | – | |
| Exit | PORTILLOS INC COM CL Astock | $0 | – | -8,400 | -100.0% | -0.04% | – | |
| GRMN | Exit | GARMIN LTD SHSstock | $0 | – | -1,712 | -100.0% | -0.04% | – |
| AMAT | Exit | APPLIED MATLS INC COMstock | $0 | – | -1,645 | -100.0% | -0.04% | – |
| USB | Exit | US BANCORP DEL COM NEWstock | $0 | – | -3,797 | -100.0% | -0.04% | – |
| NKE | Exit | NIKE INC CL Bstock | $0 | – | -1,516 | -100.0% | -0.04% | – |
| QUAL | Exit | ISHARES MSCI USA QUALITY FACTOR ETFetf | $0 | – | -1,535 | -100.0% | -0.05% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING INC COMstock | $0 | – | -891 | -100.0% | -0.05% | – |
| RMD | Exit | RESMED INC COMstock | $0 | – | -867 | -100.0% | -0.05% | – |
| FCX | Exit | FREEPORT-MCMORAN INC CL Bstock | $0 | – | -4,583 | -100.0% | -0.05% | – |
| IVV | Exit | ISHARES CORE S&P 500 ETFetf | $0 | – | -493 | -100.0% | -0.05% | – |
| NEM | Exit | NEWMONT CORP COMstock | $0 | – | -2,950 | -100.0% | -0.05% | – |
| ABNB | Exit | AIRBNB INC COM CL Astock | $0 | – | -1,428 | -100.0% | -0.05% | – |
| FN | Exit | FABRINET SHSstock | $0 | – | -2,369 | -100.0% | -0.06% | – |
| INTC | Exit | INTEL CORP COMstock | $0 | – | -5,102 | -100.0% | -0.06% | – |
| CCL | Exit | CARNIVAL CORP COMMON STOCKstock | $0 | – | -12,352 | -100.0% | -0.06% | – |
| BA | Exit | BOEING CO COMstock | $0 | – | -1,421 | -100.0% | -0.06% | – |
| EXPE | Exit | EXPEDIA GROUP INC COM NEWstock | $0 | – | -1,369 | -100.0% | -0.06% | – |
| Exit | GENERAL ELECTRIC CO COM NEWstock | $0 | – | -3,108 | -100.0% | -0.06% | – | |
| BLL | Exit | BALL CORP COMstock | $0 | – | -3,153 | -100.0% | -0.06% | – |
| STX | Exit | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $0 | – | -3,184 | -100.0% | -0.06% | – |
| Exit | PROSHARES ULTRAPRO SHORT QQQetf | $0 | – | -8,438 | -100.0% | -0.06% | – | |
| DOCU | Exit | DOCUSIGN INC COMstock | $0 | – | -2,849 | -100.0% | -0.07% | – |
| DD | Exit | DUPONT DE NEMOURS INC COMstock | $0 | – | -4,547 | -100.0% | -0.07% | – |
| VCIT | Exit | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $0 | – | -4,028 | -100.0% | -0.08% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE CO COMstock | $0 | – | -21,592 | -100.0% | -0.08% | – |
| ETN | Exit | EATON CORP PLC SHSstock | $0 | – | -2,654 | -100.0% | -0.09% | – |
| SQ | Exit | BLOCK INC CL Astock | $0 | – | -2,966 | -100.0% | -0.09% | – |
| MDT | Exit | MEDTRONIC PLC SHSstock | $0 | – | -3,792 | -100.0% | -0.09% | – |
| CSX | Exit | CSX CORP COMstock | $0 | – | -13,046 | -100.0% | -0.10% | – |
| FXD | Exit | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUNDetf | $0 | – | -8,642 | -100.0% | -0.10% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP COMstock | $0 | – | -5,825 | -100.0% | -0.11% | – |
| ROST | Exit | ROSS STORES INC COMstock | $0 | – | -5,309 | -100.0% | -0.11% | – |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC COMstock | $0 | – | -3,873 | -100.0% | -0.13% | – |
| PEJ | Exit | INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETFetf | $0 | – | -12,992 | -100.0% | -0.14% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC COMstock | $0 | – | -9,555 | -100.0% | -0.15% | – |
| PH | Exit | PARKER-HANNIFIN CORP COMstock | $0 | – | -2,514 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-12
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.