$435 Million is the total value of Archford Capital Strategies, LLC's 272 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 19.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | Buy | VANGUARD GROWTH ETFetf | $16,789,937 | -0.3% | 78,785 | +0.1% | 3.86% | -11.2% |
| VTV | Buy | VANGUARD VALUE ETFetf | $16,177,031 | +15.3% | 115,246 | +1.5% | 3.72% | +2.8% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $16,011,669 | +45.7% | 259,761 | +24.5% | 3.68% | +29.9% |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETFetf | $11,285,334 | +1507.6% | 157,090 | +1495.6% | 2.60% | +1333.7% |
| MSFT | Buy | MICROSOFT CORP COMstock | $11,199,864 | +3.6% | 46,701 | +0.6% | 2.58% | -7.7% |
| SHY | New | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $10,284,950 | – | 126,709 | +100.0% | 2.36% | – |
| BSV | Buy | VANGUARD SHORT-TERM BOND ETFetf | $9,769,556 | +3.3% | 129,776 | +2.7% | 2.25% | -8.0% |
| VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $7,387,073 | +13.5% | 46,518 | +2.5% | 1.70% | +1.2% |
| AAPL | Sell | APPLE INC COMstock | $7,252,673 | -6.2% | 55,820 | -0.2% | 1.67% | -16.4% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $6,774,314 | +19.8% | 44,612 | +6.7% | 1.56% | +6.8% |
| MOAT | Buy | VANECK MORNINGSTAR WIDE MOAT ETFetf | $6,449,310 | +10.5% | 99,358 | +2.2% | 1.48% | -1.5% |
| VIGI | Buy | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $5,997,429 | +43.8% | 86,133 | +28.0% | 1.38% | +28.2% |
| EFAV | Buy | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $5,939,712 | +34.0% | 93,414 | +20.2% | 1.37% | +19.4% |
| EEMV | Buy | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $5,874,590 | +6.3% | 110,737 | +1.6% | 1.35% | -5.3% |
| V | Buy | VISA INC COM CL Astock | $5,772,247 | +18.6% | 27,783 | +1.4% | 1.33% | +5.7% |
| FNDF | Buy | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETFetf | $5,467,212 | +41.0% | 188,071 | +22.0% | 1.26% | +25.6% |
| VGIT | New | VANGUARD INTERMEDIATE-TERM TREASURY ETFetf | $5,431,999 | – | 92,886 | +100.0% | 1.25% | – |
| OMFL | Buy | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFetf | $5,412,665 | +12.4% | 126,052 | +2.2% | 1.24% | +0.2% |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $5,358,589 | +412.3% | 106,894 | +412.6% | 1.23% | +356.3% |
| VGT | Sell | VANGUARD INFORMATION TECHNOLOGY ETFetf | $5,324,218 | +3.3% | 16,669 | -0.6% | 1.22% | -8.0% |
| XT | Buy | ISHARES EXPONENTIAL TECHNOLOGIES ETFetf | $5,092,092 | +12.3% | 107,564 | +5.7% | 1.17% | +0.1% |
| SHV | Sell | ISHARES SHORT TREASURY BOND ETFetf | $5,038,362 | -4.7% | 45,837 | -4.6% | 1.16% | -15.0% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $4,885,658 | +13.4% | 125,338 | +6.1% | 1.12% | +1.0% |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $4,612,828 | +3.7% | 134,878 | -8.0% | 1.06% | -7.6% |
| SCHD | Sell | SCHWAB US DIVIDEND EQUITY ETFetf | $4,514,846 | +1.8% | 59,768 | -10.5% | 1.04% | -9.3% |
| VBK | Buy | VANGUARD SMALL-CAP GROWTH ETFetf | $4,259,502 | +71.3% | 21,240 | +66.7% | 0.98% | +52.5% |
| PCTY | Sell | PAYLOCITY HLDG CORP COMstock | $4,227,486 | -19.6% | 21,762 | -0.0% | 0.97% | -28.4% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $4,220,293 | +13.3% | 100,555 | -1.8% | 0.97% | +0.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $3,755,915 | +19.4% | 12,159 | +3.2% | 0.86% | +6.4% |
| PAYC | Sell | PAYCOM SOFTWARE INC COMstock | $3,679,966 | -6.8% | 11,859 | -0.9% | 0.85% | -17.0% |
| New | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETFetf | $3,312,933 | – | 143,417 | +100.0% | 0.76% | – | |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $3,265,634 | +3.9% | 30,681 | +2.4% | 0.75% | -7.4% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $3,190,096 | +191.3% | 8,303 | +172.0% | 0.73% | +159.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $3,155,104 | +16.7% | 5,951 | +11.1% | 0.72% | +3.9% |
| GEM | Sell | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf | $3,062,358 | +9.6% | 108,172 | -0.0% | 0.70% | -2.4% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $2,838,675 | +36.7% | 25,736 | +8.2% | 0.65% | +21.8% |
| GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $2,776,157 | -9.8% | 31,465 | -2.2% | 0.64% | -19.6% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $2,595,277 | +38.3% | 5,335 | +9.8% | 0.60% | +23.3% |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $2,549,209 | +27.7% | 7,331 | +4.4% | 0.59% | +13.8% |
| ABC | Buy | AMERISOURCEBERGEN CORP COMstock | $2,523,929 | +24.9% | 15,231 | +2.0% | 0.58% | +11.1% |
| WMT | Buy | WALMART INC COMstock | $2,514,250 | +11.0% | 17,732 | +1.5% | 0.58% | -1.2% |
| IBDO | Sell | ISHARES IBONDS DEC 2023 TERM CORPORATE ETFetf | $2,442,914 | -4.9% | 97,599 | -5.2% | 0.56% | -15.2% |
| HD | Buy | HOME DEPOT INC COMstock | $2,435,120 | +23.5% | 7,709 | +7.9% | 0.56% | +10.0% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $2,328,521 | +32.8% | 17,364 | +3.4% | 0.54% | +18.1% |
| GNR | Buy | SPDR S&P GLOBAL NATURAL RESOURCES ETFetf | $2,260,467 | +19.4% | 39,643 | +3.6% | 0.52% | +6.3% |
| AMZN | Sell | AMAZON COM INC COMstock | $2,255,904 | -25.9% | 26,856 | -0.3% | 0.52% | -34.0% |
| ENB | Buy | ENBRIDGE INC COMstock | $2,119,059 | +15.8% | 54,247 | +10.5% | 0.49% | +3.2% |
| IQV | Buy | IQVIA HLDGS INC COMstock | $2,096,025 | +17.6% | 10,230 | +3.9% | 0.48% | +4.8% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $2,092,069 | +20.3% | 25,025 | +12.8% | 0.48% | +7.1% |
| PEP | Buy | PEPSICO INC COMstock | $1,999,151 | +12.2% | 11,066 | +1.4% | 0.46% | 0.0% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $1,995,893 | -4.0% | 22,494 | +4.0% | 0.46% | -14.5% |
| IBDP | Sell | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFetf | $1,978,911 | -8.4% | 81,036 | -8.7% | 0.46% | -18.5% |
| BKNG | Buy | BOOKING HOLDINGS INC COMstock | $1,976,990 | +27.5% | 981 | +3.9% | 0.46% | +13.8% |
| AOA | Buy | ISHARES CORE AGGRESSIVE ALLOCATION ETFetf | $1,955,976 | +8.2% | 32,736 | +0.4% | 0.45% | -3.6% |
| SNA | Buy | SNAP ON INC COMstock | $1,926,637 | +29.6% | 8,432 | +14.2% | 0.44% | +15.4% |
| BILL | New | BILL COM HLDGS INC COMstock | $1,852,320 | – | 17,000 | +100.0% | 0.43% | – |
| TXN | Buy | TEXAS INSTRS INC COMstock | $1,847,877 | +21.1% | 11,184 | +13.5% | 0.42% | +7.9% |
| AVGO | Buy | BROADCOM INC COMstock | $1,837,320 | +44.0% | 3,286 | +14.4% | 0.42% | +28.3% |
| ANTM | Buy | ELEVANCE HEALTH INC COMstock | $1,823,608 | +15.1% | 3,555 | +1.9% | 0.42% | +2.4% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $1,800,875 | +25.4% | 11,882 | +4.5% | 0.41% | +11.6% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $1,789,236 | +9.9% | 10,129 | +1.7% | 0.41% | -2.1% |
| SCHW | Buy | SCHWAB CHARLES CORP COMstock | $1,785,011 | +28.4% | 21,439 | +10.9% | 0.41% | +14.2% |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $1,781,518 | +21.9% | 35,383 | +6.1% | 0.41% | +8.8% |
| UNP | Buy | UNION PAC CORP COMstock | $1,724,567 | +22.7% | 8,328 | +15.5% | 0.40% | +9.4% |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $1,679,541 | +33.9% | 16,595 | +9.9% | 0.39% | +19.1% |
| VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $1,667,932 | -0.1% | 22,183 | -1.4% | 0.38% | -10.9% |
| JEPI | New | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $1,659,099 | – | 30,448 | +100.0% | 0.38% | – |
| PFE | Buy | PFIZER INC COMstock | $1,648,645 | +25.2% | 32,175 | +6.9% | 0.38% | +11.5% |
| ABBV | Buy | ABBVIE INC COMstock | $1,632,214 | +39.9% | 10,100 | +16.1% | 0.38% | +24.6% |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $1,612,160 | +11.9% | 18,431 | -7.9% | 0.37% | -0.3% |
| RF | Sell | REGIONS FINANCIAL CORP NEW COMstock | $1,584,746 | +7.1% | 73,504 | -0.3% | 0.36% | -4.7% |
| IBDQ | Sell | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $1,545,269 | -21.6% | 63,539 | -22.3% | 0.36% | -30.3% |
| KOMP | Sell | SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETFetf | $1,539,861 | -2.7% | 39,063 | -4.8% | 0.35% | -13.4% |
| MUB | Sell | ISHARES NATIONAL MUNI BOND ETFetf | $1,514,051 | +0.3% | 14,348 | -2.5% | 0.35% | -10.8% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $1,497,956 | +13.6% | 3,281 | +17.5% | 0.34% | +1.2% |
| VLO | Buy | VALERO ENERGY CORP COMstock | $1,486,926 | +18.9% | 11,721 | +0.1% | 0.34% | +5.9% |
| LLY | Buy | LILLY ELI & CO COMstock | $1,434,463 | +29.7% | 3,921 | +14.7% | 0.33% | +15.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $1,424,734 | +10.1% | 2,587 | +1.4% | 0.33% | -1.8% |
| SPY | Buy | SPDR S&P 500 ETF TRUSTetf | $1,418,050 | +9.1% | 3,708 | +1.9% | 0.33% | -3.0% |
| TGT | Buy | TARGET CORP COMstock | $1,339,723 | +5.9% | 8,989 | +5.4% | 0.31% | -5.5% |
| AMGN | Buy | AMGEN INC COMstock | $1,335,009 | +36.2% | 5,083 | +16.9% | 0.31% | +21.3% |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $1,321,434 | +22.2% | 5,326 | +4.6% | 0.30% | +9.0% |
| PAYCOR HCM INC COMstock | $1,318,541 | -17.2% | 53,884 | 0.0% | 0.30% | -26.3% | ||
| NVS | Buy | NOVARTIS AG SPONSORED ADRadr | $1,307,275 | +21.6% | 14,410 | +1.9% | 0.30% | +8.7% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $1,306,614 | +35.5% | 7,280 | +8.5% | 0.30% | +20.5% |
| ACWI | Buy | ISHARES MSCI ACWI ETFetf | $1,304,993 | +313.0% | 15,375 | +279.3% | 0.30% | +265.9% |
| INTU | Buy | INTUIT COMstock | $1,282,869 | +23.6% | 3,296 | +23.0% | 0.30% | +10.1% |
| MCD | Buy | MCDONALDS CORP COMstock | $1,260,979 | +18.5% | 4,785 | +3.7% | 0.29% | +5.5% |
| IBDT | Buy | ISHARES IBONDS DEC 2028 TERM CORPORATE ETFetf | $1,222,593 | +46.2% | 50,333 | +43.2% | 0.28% | +30.1% |
| CWB | Sell | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf | $1,214,368 | +1.6% | 18,874 | -0.0% | 0.28% | -9.4% |
| ARKK | Sell | ARK INNOVATION ETFetf | $1,169,337 | -22.4% | 37,431 | -6.3% | 0.27% | -30.8% |
| IBDU | Buy | ISHARES IBONDS DEC 2029 TERM CORPORATE ETFetf | $1,160,193 | +41.5% | 52,332 | +39.1% | 0.27% | +25.9% |
| IBDS | Buy | ISHARES IBONDS DEC 2027 TERM CORPORATE ETFetf | $1,160,745 | +36.4% | 49,668 | +34.2% | 0.27% | +21.4% |
| WFC | Sell | WELLS FARGO CO NEW COMstock | $1,144,465 | +1.7% | 27,718 | -0.9% | 0.26% | -9.3% |
| IBDR | Sell | ISHARES IBONDS DEC 2026 TERM CORPORATE ETFetf | $1,140,906 | -39.8% | 48,861 | -40.4% | 0.26% | -46.4% |
| IBDV | New | ISHARES IBONDS DEC 2030 TERM CORPORATE ETFetf | $1,140,880 | – | 54,850 | +100.0% | 0.26% | – |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $1,128,632 | +9.8% | 6,473 | +3.8% | 0.26% | -1.9% |
| XMVM | Sell | INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETFetf | $1,127,896 | -6.6% | 25,611 | -18.0% | 0.26% | -17.0% |
| LOW | Buy | LOWES COS INC COMstock | $1,128,296 | +6.9% | 5,663 | +0.8% | 0.26% | -4.8% |
| BLK | Buy | BLACKROCK INC COMstock | $1,106,690 | +60.4% | 1,562 | +24.6% | 0.25% | +42.7% |
| VT | Sell | VANGUARD TOTAL WORLD STOCK ETFetf | $1,092,631 | +7.5% | 12,677 | -1.6% | 0.25% | -4.2% |
| ANET | Buy | ARISTA NETWORKS INC COMstock | $1,088,874 | +8.9% | 8,973 | +1.3% | 0.25% | -3.1% |
| HON | Sell | HONEYWELL INTL INC COMstock | $1,084,282 | +23.6% | 5,060 | -3.7% | 0.25% | +10.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $1,057,636 | +11.1% | 26,844 | +7.0% | 0.24% | -1.2% |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $1,047,385 | +23.8% | 7,167 | +2.9% | 0.24% | +10.6% |
| KMX | Buy | CARMAX INC COMstock | $1,005,172 | -6.3% | 16,508 | +1.6% | 0.23% | -16.6% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $997,445 | -90.8% | 10,284 | -90.8% | 0.23% | -91.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $980,093 | +31.2% | 6,956 | +10.6% | 0.22% | +16.6% |
| QQQ | Buy | INVESCO QQQ TRUSTetf | $969,525 | +325.2% | 3,641 | +327.3% | 0.22% | +278.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $946,339 | +1.3% | 13,153 | +0.1% | 0.22% | -9.5% |
| UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $945,957 | +4.8% | 5,442 | -2.6% | 0.22% | -6.4% |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $930,412 | +16.6% | 26,606 | -2.2% | 0.21% | +3.9% |
| GPC | Buy | GENUINE PARTS CO COMstock | $923,967 | +22.9% | 5,325 | +5.7% | 0.21% | +9.3% |
| BDX | Buy | BECTON DICKINSON & CO COMstock | $917,514 | +25.9% | 3,608 | +10.3% | 0.21% | +12.2% |
| USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $909,701 | +50.6% | 12,617 | +38.2% | 0.21% | +34.0% |
| AMAT | Buy | APPLIED MATLS INC COMstock | $906,997 | +62.0% | 9,314 | +36.2% | 0.21% | +44.1% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $906,063 | +44.3% | 8,373 | +26.5% | 0.21% | +28.4% |
| BK | Sell | BANK NEW YORK MELLON CORP COMstock | $900,067 | +15.2% | 19,773 | -2.5% | 0.21% | +2.5% |
| IBDW | New | ISHARES IBONDS DEC 2031 TERM CORPORATE ETFetf | $893,658 | – | 44,930 | +100.0% | 0.20% | – |
| AEE | AMEREN CORP COMstock | $882,798 | +10.3% | 9,928 | 0.0% | 0.20% | -1.5% | |
| KO | Buy | COCA COLA CO COMstock | $877,042 | +22.7% | 13,788 | +8.0% | 0.20% | +9.2% |
| FAST | Buy | FASTENAL CO COMstock | $879,824 | +38.3% | 18,593 | +34.6% | 0.20% | +23.2% |
| DIS | Buy | DISNEY WALT CO COMstock | $875,304 | +32.6% | 10,075 | +44.1% | 0.20% | +18.2% |
| ADI | Buy | ANALOG DEVICES INC COMstock | $868,047 | +27.1% | 5,292 | +8.0% | 0.20% | +13.6% |
| EBAY | Buy | EBAY INC. COMstock | $865,894 | +20.3% | 20,880 | +6.8% | 0.20% | +7.0% |
| XSVM | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFetf | $854,972 | +11.0% | 18,692 | 0.0% | 0.20% | -1.0% | |
| CSCO | Buy | CISCO SYS INC COMstock | $850,989 | +28.0% | 17,863 | +7.5% | 0.20% | +14.0% |
| AWK | AMERICAN WTR WKS CO INC NEW COMstock | $838,920 | +17.2% | 5,504 | 0.0% | 0.19% | +4.3% | |
| PCAR | Buy | PACCAR INC COMstock | $835,906 | +60.4% | 8,446 | +35.5% | 0.19% | +43.3% |
| SUB | Buy | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $831,017 | +27.5% | 7,970 | +25.5% | 0.19% | +13.7% |
| XLV | Sell | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $808,579 | +10.9% | 5,952 | -1.1% | 0.19% | -1.1% |
| VGSH | Sell | VANGUARD SHORT-TERM TREASURY ETFetf | $804,623 | -91.3% | 13,916 | -91.3% | 0.18% | -92.2% |
| EMR | Sell | EMERSON ELEC CO COMstock | $802,966 | +23.3% | 8,359 | -6.0% | 0.18% | +10.1% |
| FISV | Sell | FISERV INC COMstock | $796,634 | +2.7% | 7,882 | -4.9% | 0.18% | -8.5% |
| VTEB | New | VANGUARD TAX-EXEMPT BOND ETFetf | $775,607 | – | 15,672 | +100.0% | 0.18% | – |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $771,264 | +1.9% | 3,600 | 0.0% | 0.18% | -9.2% | |
| QQQE | Sell | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARESetf | $758,933 | -0.9% | 11,890 | -6.5% | 0.18% | -11.6% |
| FIS | Buy | FIDELITY NATL INFORMATION SVCS COMstock | $755,917 | -8.0% | 11,141 | +2.4% | 0.17% | -17.9% |
| MCK | Buy | MCKESSON CORP COMstock | $757,367 | +10.9% | 2,019 | +0.4% | 0.17% | -1.1% |
| GIS | Buy | GENERAL MLS INC COMstock | $746,747 | +18.7% | 8,906 | +8.5% | 0.17% | +6.2% |
| KMB | Buy | KIMBERLY-CLARK CORP COMstock | $750,097 | +33.0% | 5,526 | +10.2% | 0.17% | +17.8% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $740,086 | +28.7% | 7,186 | +16.3% | 0.17% | +14.9% |
| SO | Buy | SOUTHERN CO COMstock | $735,531 | +9.9% | 10,300 | +4.7% | 0.17% | -2.3% |
| AOR | Buy | ISHARES CORE GROWTH ALLOCATION ETFetf | $727,319 | +5.4% | 15,422 | +0.1% | 0.17% | -6.2% |
| DHR | Sell | DANAHER CORPORATION COMstock | $717,302 | -1.5% | 2,703 | -4.1% | 0.16% | -12.2% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $712,869 | +10.4% | 9,570 | +1.5% | 0.16% | -1.8% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED COMstock | $713,107 | – | 2,119 | +100.0% | 0.16% | – |
| CLOU | Sell | GLOBAL X CLOUD COMPUTING ETFetf | $713,154 | -6.4% | 44,489 | -6.9% | 0.16% | -16.8% |
| NFLX | Sell | NETFLIX INC COMstock | $710,661 | +11.9% | 2,410 | -10.6% | 0.16% | -0.6% |
| TER | Sell | TERADYNE INC COMstock | $703,692 | +10.6% | 8,056 | -4.8% | 0.16% | -1.2% |
| D | Buy | DOMINION ENERGY INC COMstock | $706,194 | +2.5% | 11,517 | +15.5% | 0.16% | -9.0% |
| SNY | Buy | SANOFI SPONSORED ADRadr | $697,537 | +29.9% | 14,403 | +1.9% | 0.16% | +15.1% |
| MMM | Buy | 3M CO COMstock | $685,090 | +21.5% | 5,713 | +11.9% | 0.16% | +8.2% |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $688,295 | +51.9% | 8,017 | +9.1% | 0.16% | +35.0% |
| T | Buy | AT&T INC COMstock | $688,536 | +72.1% | 37,400 | +43.4% | 0.16% | +53.4% |
| STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $680,650 | -4.0% | 2,937 | -4.8% | 0.16% | -14.2% |
| TROW | Buy | PRICE T ROWE GROUP INC COMstock | $683,302 | +57.1% | 6,265 | +51.3% | 0.16% | +40.2% |
| MRK | Buy | MERCK & CO INC COMstock | $681,011 | +32.2% | 6,138 | +2.7% | 0.16% | +18.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $678,788 | +23.0% | 6,726 | -0.3% | 0.16% | +9.9% |
| UBER | Sell | UBER TECHNOLOGIES INC COMstock | $680,149 | -20.2% | 27,503 | -14.4% | 0.16% | -29.1% |
| O | Sell | REALTY INCOME CORP COMreit | $673,603 | +6.9% | 10,620 | -1.9% | 0.16% | -4.9% |
| New | ISHARES IBONDS DEC 2032 TERM CORPORATE ETFetf | $662,774 | – | 27,410 | +100.0% | 0.15% | – | |
| SPT | Sell | SPROUT SOCIAL INC COM CL Astock | $657,759 | -49.9% | 11,650 | -46.2% | 0.15% | -55.5% |
| GPN | New | GLOBAL PMTS INC COMstock | $652,532 | – | 6,570 | +100.0% | 0.15% | – |
| SSNC | New | SS&C TECHNOLOGIES HLDGS INC COMstock | $647,678 | – | 12,441 | +100.0% | 0.15% | – |
| ABB | Buy | ABB LTD SPONSORED ADRadr | $648,311 | +72.0% | 21,284 | +44.8% | 0.15% | +53.6% |
| ZTS | Sell | ZOETIS INC CL Astock | $638,372 | -5.8% | 4,356 | -4.7% | 0.15% | -16.0% |
| ESGU | Sell | ISHARES ESG AWARE MSCI USA ETFetf | $629,141 | -85.2% | 7,423 | -86.2% | 0.14% | -86.8% |
| TDIV | Buy | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $630,477 | +61.7% | 13,195 | +47.9% | 0.14% | +43.6% |
| CVS | Buy | CVS HEALTH CORP COMstock | $625,771 | -1.1% | 6,715 | +1.1% | 0.14% | -11.7% |
| PACB | Sell | PACIFIC BIOSCIENCES CALIF INC COMstock | $601,058 | +25.2% | 73,479 | -11.1% | 0.14% | +11.3% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $596,439 | +33.4% | 3,933 | +19.7% | 0.14% | +19.1% |
| CRM | Sell | SALESFORCE INC COMstock | $587,771 | -13.7% | 4,433 | -6.4% | 0.14% | -23.3% |
| WDAY | Sell | WORKDAY INC CL Astock | $581,806 | -9.0% | 3,477 | -17.2% | 0.13% | -18.8% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP INC COMstock | $580,106 | +28.9% | 6,913 | +10.8% | 0.13% | +14.7% |
| EFA | ISHARES MSCI EAFE ETFetf | $577,173 | +17.3% | 8,793 | 0.0% | 0.13% | +4.7% | |
| ORCL | Sell | ORACLE CORP COMstock | $575,450 | +31.7% | 7,040 | -1.7% | 0.13% | +16.8% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $575,565 | +26.5% | 6,039 | +13.8% | 0.13% | +12.8% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. COMstock | $567,831 | +9.2% | 8,083 | -5.1% | 0.13% | -2.2% |
| CNRG | Sell | SPDR S&P KENSHO CLEAN POWER ETFetf | $571,867 | -9.5% | 6,973 | -6.2% | 0.13% | -19.6% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC COMstock | $566,413 | +4.3% | 3,311 | -4.1% | 0.13% | -7.1% |
| MO | Buy | ALTRIA GROUP INC COMstock | $552,986 | +32.3% | 12,098 | +16.8% | 0.13% | +17.6% |
| AZN | ASTRAZENECA PLC SPONSORED ADRadr | $547,935 | +23.7% | 8,082 | 0.0% | 0.13% | +10.5% | |
| BUG | Sell | GLOBAL X CYBERSECURITY ETFetf | $542,499 | -21.4% | 26,145 | -9.0% | 0.12% | -29.8% |
| SOXL | Buy | DIREXION DAILY SEMICONDUCTOR BULL 3X SHARESetf | $540,872 | +32.9% | 55,933 | +21.8% | 0.12% | +18.1% |
| XLY | Sell | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $541,310 | -13.5% | 4,191 | -4.6% | 0.12% | -23.5% |
| AJG | Buy | GALLAGHER ARTHUR J & CO COMstock | $535,845 | +10.3% | 2,842 | +0.1% | 0.12% | -1.6% |
| CBSH | Buy | COMMERCE BANCSHARES INC COMstock | $530,606 | +8.1% | 7,795 | +5.0% | 0.12% | -3.9% |
| ET | ENERGY TRANSFER L P COM UT LTD PTNstock | $529,533 | +7.6% | 44,611 | 0.0% | 0.12% | -3.9% | |
| CMI | Buy | CUMMINS INC COMstock | $531,947 | +19.3% | 2,195 | +0.1% | 0.12% | +6.1% |
| JMST | New | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf | $522,077 | – | 10,331 | +100.0% | 0.12% | – |
| SNSR | Sell | GLOBAL X INTERNET OF THINGS ETFetf | $521,736 | +2.1% | 18,047 | -12.1% | 0.12% | -9.1% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $522,296 | +12.6% | 3,535 | +2.9% | 0.12% | 0.0% |
| PENN | New | PENN ENTERTAINMENT INC COMstock | $515,770 | – | 17,366 | +100.0% | 0.12% | – |
| DRIV | Sell | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $515,156 | -14.1% | 25,926 | -13.0% | 0.12% | -23.9% |
| MILN | Sell | GLOBAL X MILLENNIAL CONSUMER ETFetf | $513,587 | -5.8% | 19,678 | -7.4% | 0.12% | -16.3% |
| ECL | New | ECOLAB INC COMstock | $510,624 | – | 3,508 | +100.0% | 0.12% | – |
| CL | Buy | COLGATE PALMOLIVE CO COMstock | $502,853 | +29.9% | 6,382 | +15.9% | 0.12% | +16.0% |
| SPLG | Sell | SPDR PORTFOLIO S&P 500 ETFetf | $494,174 | +3.6% | 10,987 | -3.3% | 0.11% | -7.3% |
| CLX | Buy | CLOROX CO DEL COMstock | $497,035 | +28.1% | 3,542 | +17.1% | 0.11% | +14.0% |
| SNOW | Buy | SNOWFLAKE INC CL Astock | $486,888 | -8.8% | 3,392 | +8.0% | 0.11% | -18.8% |
| FINX | Sell | GLOBAL X FINTECH ETFetf | $487,362 | -16.5% | 25,318 | -12.0% | 0.11% | -25.8% |
| KMI | Sell | KINDER MORGAN INC DEL COMstock | $475,215 | -3.2% | 26,284 | -11.0% | 0.11% | -14.2% |
| ABT | Sell | ABBOTT LABS COMstock | $469,370 | +6.4% | 4,275 | -6.1% | 0.11% | -5.3% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $468,711 | +15.4% | 1 | 0.0% | 0.11% | +2.9% | |
| DE | Sell | DEERE & CO COMstock | $463,918 | +18.0% | 1,082 | -8.1% | 0.11% | +5.9% |
| WM | Buy | WASTE MGMT INC DEL COMstock | $459,637 | -2.0% | 2,930 | +0.1% | 0.11% | -12.4% |
| PLD | Sell | PROLOGIS INC. COMreit | $458,247 | +7.6% | 4,065 | -3.0% | 0.10% | -4.5% |
| OMC | Buy | OMNICOM GROUP INC COMstock | $449,614 | +31.5% | 5,512 | +1.6% | 0.10% | +17.0% |
| CAT | Buy | CATERPILLAR INC COMstock | $443,181 | +46.3% | 1,850 | +0.1% | 0.10% | +30.8% |
| BMO | Buy | BANK MONTREAL QUE COMstock | $437,624 | +26.8% | 4,830 | +22.7% | 0.10% | +13.5% |
| BHP | Buy | BHP GROUP LTD SPONSORED ADSadr | $441,300 | +36.2% | 7,112 | +9.8% | 0.10% | +20.2% |
| ADSK | New | AUTODESK INC COMstock | $426,437 | – | 2,282 | +100.0% | 0.10% | – |
| ZS | Sell | ZSCALER INC COMstock | $421,975 | -38.3% | 3,771 | -9.4% | 0.10% | -45.2% |
| IP | Buy | INTERNATIONAL PAPER CO COMstock | $396,603 | +32.6% | 11,453 | +21.6% | 0.09% | +18.2% |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $388,224 | +18.7% | 3,953 | 0.0% | 0.09% | +6.0% | |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $386,125 | +3.5% | 10,188 | -4.8% | 0.09% | -7.3% |
| APD | Sell | AIR PRODS & CHEMS INC COMstock | $384,708 | +31.3% | 1,248 | -0.9% | 0.09% | +15.8% |
| INTC | New | INTEL CORP COMstock | $376,442 | – | 14,243 | +100.0% | 0.09% | – |
| AOM | Sell | ISHARES CORE MODERATE ALLOCATION ETFetf | $380,176 | +3.0% | 10,002 | -0.7% | 0.09% | -8.4% |
| IBML | Buy | ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFetf | $359,108 | +27.3% | 14,166 | +26.8% | 0.08% | +13.7% |
| IBMN | Buy | ISHARES IBONDS DEC 2025 TERM MUNI BOND ETFetf | $360,452 | +25.6% | 13,669 | +23.4% | 0.08% | +12.2% |
| IBMM | Buy | ISHARES IBONDS DEC 2024 TERM MUNI BOND ETFetf | $361,195 | +26.3% | 14,027 | +25.3% | 0.08% | +12.2% |
| IBMQ | Buy | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETFetf | $351,054 | +17.4% | 13,989 | +13.1% | 0.08% | +5.2% |
| IBMP | Buy | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETFetf | $343,427 | +16.8% | 13,696 | +13.6% | 0.08% | +3.9% |
| IBMO | Buy | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETFetf | $341,948 | +36.8% | 13,564 | +33.8% | 0.08% | +21.5% |
| ASML | Sell | ASML HOLDING N V N Y REGISTRY SHSadr | $344,248 | +21.6% | 630 | -7.5% | 0.08% | +8.2% |
| BOTZ | Sell | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $336,002 | +2.4% | 16,350 | -9.8% | 0.08% | -9.4% |
| GOVT | Sell | ISHARES U.S. TREASURY BOND ETFetf | $329,624 | -89.9% | 14,508 | -89.9% | 0.08% | -91.0% |
| VOT | VANGUARD MID-CAP GROWTH ETFetf | $324,287 | +5.3% | 1,804 | 0.0% | 0.08% | -5.1% | |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $318,357 | +37.2% | 3,834 | +24.6% | 0.07% | +21.7% |
| TQQQ | New | PROSHARES ULTRAPRO QQQetf | $317,888 | – | 18,375 | +100.0% | 0.07% | – |
| NTRS | Buy | NORTHERN TR CORP COMstock | $312,385 | +30.2% | 3,530 | +26.0% | 0.07% | +16.1% |
| GLD | Sell | SPDR GOLD SHARESetf | $305,352 | -5.2% | 1,800 | -13.5% | 0.07% | -15.7% |
| BTI | New | BRITISH AMERN TOB PLC SPONSORED ADRadr | $302,020 | – | 7,554 | +100.0% | 0.07% | – |
| HAS | New | HASBRO INC COMstock | $298,339 | – | 4,890 | +100.0% | 0.07% | – |
| QCOM | Buy | QUALCOMM INC COMstock | $280,787 | +8.4% | 2,554 | +11.5% | 0.06% | -3.0% |
| VDC | Sell | VANGUARD CONSUMER STAPLES ETFetf | $282,757 | +4.7% | 1,476 | -6.1% | 0.06% | -7.1% |
| FN | Sell | FABRINET SHSstock | $277,212 | +27.2% | 2,162 | -5.3% | 0.06% | +14.3% |
| IWY | Sell | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $274,326 | -58.4% | 2,276 | -58.8% | 0.06% | -62.9% |
| HERO | Sell | GLOBAL X VIDEO GAMES & ESPORTS ETFetf | $266,886 | -6.4% | 14,234 | -11.0% | 0.06% | -17.6% |
| ETR | Sell | ENTERGY CORP NEW COMstock | $267,300 | -1.4% | 2,376 | -11.8% | 0.06% | -12.9% |
| SQ | Sell | BLOCK INC CL Astock | $259,718 | -0.5% | 4,133 | -12.9% | 0.06% | -10.4% |
| NTR | Sell | NUTRIEN LTD COMstock | $263,031 | -24.2% | 3,605 | -12.8% | 0.06% | -33.3% |
| WPP | Sell | WPP PLC NEW ADRadr | $254,649 | +14.7% | 5,180 | -3.9% | 0.06% | +3.5% |
| GNOM | Sell | GLOBAL X GENOMICS & BIOTECHNOLOGY ETFetf | $251,330 | -12.7% | 19,868 | -13.5% | 0.06% | -21.6% |
| BA | New | BOEING CO COMstock | $248,890 | – | 1,307 | +100.0% | 0.06% | – |
| ALNY | Sell | ALNYLAM PHARMACEUTICALS INC COMstock | $247,394 | +18.4% | 1,041 | -0.3% | 0.06% | +5.6% |
| AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $242,977 | +9.0% | 2,559 | -0.7% | 0.06% | -3.4% |
| SOCL | Sell | GLOBAL X SOCIAL MEDIA ETFetf | $244,815 | -1.3% | 7,897 | -11.7% | 0.06% | -12.5% |
| VFH | VANGUARD FINANCIALS ETFetf | $236,029 | +11.3% | 2,853 | 0.0% | 0.05% | -1.8% | |
| ADP | AUTOMATIC DATA PROCESSING INC COMstock | $229,067 | +5.6% | 959 | 0.0% | 0.05% | -5.4% | |
| XAR | Sell | SPDR S&P AEROSPACE & DEFENSE ETFetf | $229,568 | +12.0% | 2,086 | -6.8% | 0.05% | 0.0% |
| PATH | Sell | UIPATH INCstock | $224,637 | -20.9% | 17,674 | -21.5% | 0.05% | -28.8% |
| ARKG | Sell | ARK GENOMIC REVOLUTION ETFetf | $227,206 | -23.0% | 8,048 | -10.3% | 0.05% | -31.6% |
| VIS | Sell | VANGUARD INDUSTRIALS ETFetf | $216,246 | +2.5% | 1,184 | -11.4% | 0.05% | -7.4% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INC CL Astock | $211,828 | -42.1% | 32,995 | -26.7% | 0.05% | -47.9% |
| CCI | Sell | CROWN CASTLE INC COMreit | $211,056 | -18.8% | 1,556 | -13.7% | 0.05% | -26.9% |
| NEM | New | NEWMONT CORP COMstock | $206,689 | – | 4,379 | +100.0% | 0.05% | – |
| FCX | New | FREEPORT-MCMORAN INC CL Bstock | $207,594 | – | 5,463 | +100.0% | 0.05% | – |
| JNK | New | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $203,431 | – | 2,260 | +100.0% | 0.05% | – |
| XSD | New | SPDR S&P SEMICONDUCTOR ETFetf | $201,350 | – | 1,204 | +100.0% | 0.05% | – |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COMcef | $195,927 | +7.1% | 16,604 | 0.0% | 0.04% | -4.3% | |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $136,110 | +11.6% | 11,574 | 0.0% | 0.03% | 0.0% | |
| VGR | Buy | VECTOR GROUP LTD COMstock | $134,051 | +35.4% | 11,303 | +0.3% | 0.03% | +19.2% |
| ORGN | Sell | ORIGIN MATERIALS INC COMstock | $131,551 | -25.3% | 28,536 | -16.1% | 0.03% | -33.3% |
| BNGO | BIONANO GENOMICS INC COMstock | $116,045 | -20.0% | 79,483 | 0.0% | 0.03% | -27.0% | |
| VUZI | Sell | VUZIX CORP COM NEWstock | $67,926 | -45.7% | 18,661 | -13.7% | 0.02% | -50.0% |
| EGHT | Sell | 8X8 INC NEW COMstock | $43,200 | -16.9% | 10,000 | -33.3% | 0.01% | -23.1% |
| APPH | New | APPHARVEST INC COMstock | $20,545 | – | 36,209 | +100.0% | 0.01% | – |
| PLURI INC COMstock | $12,307 | +23.1% | 13,091 | 0.0% | 0.00% | 0.0% | ||
| ORGANIGRAM HLDGS INC COMstock | $13,478 | -10.1% | 16,600 | 0.0% | 0.00% | -25.0% | ||
| SOFI | Exit | SOFI TECHNOLOGIES INC COMstock | $0 | – | -11,115 | -100.0% | -0.01% | – |
| FTNT | Exit | FORTINET INC COMstock | $0 | – | -4,332 | -100.0% | -0.06% | – |
| IONS | Exit | IONIS PHARMACEUTICALS INC COMstock | $0 | – | -5,042 | -100.0% | -0.06% | – |
| PZA | Exit | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETFetf | $0 | – | -10,314 | -100.0% | -0.06% | – |
| LYFT | Exit | LYFT INC CL A COMstock | $0 | – | -17,731 | -100.0% | -0.06% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC COMstock | $0 | – | -4,293 | -100.0% | -0.07% | – |
| GTLS | Exit | CHART INDS INC COMstock | $0 | – | -1,509 | -100.0% | -0.07% | – |
| IBMK | Exit | ISHARES IBONDS DEC 2022 TERM MUNI BOND ETFetf | $0 | – | -10,946 | -100.0% | -0.07% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INC CL Astock | $0 | – | -2,000 | -100.0% | -0.08% | – |
| AVLR | Exit | AVALARA INC COMstock | $0 | – | -3,715 | -100.0% | -0.09% | – |
| ESTC | Exit | ELASTIC N V ORD SHSstock | $0 | – | -4,831 | -100.0% | -0.09% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC COMstock | $0 | – | -4,089 | -100.0% | -0.09% | – |
| LEG | Exit | LEGGETT & PLATT INC COMstock | $0 | – | -11,016 | -100.0% | -0.09% | – |
| SLY | Exit | SPDR S&P 600 SMALL CAP ETFetf | $0 | – | -4,897 | -100.0% | -0.10% | – |
| Exit | DRAFTKINGS INC NEW COM CL Astock | $0 | – | -31,980 | -100.0% | -0.12% | – | |
| TSLA | Exit | TESLA INC COMstock | $0 | – | -1,947 | -100.0% | -0.13% | – |
| SBUX | Exit | STARBUCKS CORP COMstock | $0 | – | -6,794 | -100.0% | -0.15% | – |
| DDOG | Exit | DATADOG INC CL A COMstock | $0 | – | -6,795 | -100.0% | -0.16% | – |
| DIAL | Exit | COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETFetf | $0 | – | -39,947 | -100.0% | -0.17% | – |
| RBLX | Exit | ROBLOX CORP CL Astock | $0 | – | -25,958 | -100.0% | -0.24% | – |
| BIV | Exit | VANGUARD INTERMEDIATE-TERM BOND ETFetf | $0 | – | -14,372 | -100.0% | -0.27% | – |
| RPV | Exit | INVESCO S&P 500 PURE VALUE ETFetf | $0 | – | -16,641 | -100.0% | -0.30% | – |
| FB | Exit | META PLATFORMS INC CL Astock | $0 | – | -10,338 | -100.0% | -0.36% | – |
| MBB | Exit | ISHARES MBS ETFetf | $0 | – | -18,283 | -100.0% | -0.43% | – |
| IGF | Exit | ISHARES GLOBAL INFRASTRUCTURE ETFetf | $0 | – | -64,722 | -100.0% | -0.70% | – |
| IBDN | Exit | ISHARES IBONDS DEC 2022 TERM CORPORATE ETFetf | $0 | – | -124,567 | -100.0% | -0.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-26
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.