Archford Capital Strategies 13F filings and top holdings and stakes ...

Latest statistics and disclosures from Archford Capital Strategies's latest quarterly 13F-HR filing: Top 5 stock holdings are VUG, BND, IEFA ... Past Filings by Archford Capital Strategies . SEC …

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$971538037
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ARCHFORD CAPITAL STRATEGIES, LLC Top 13F Holdings

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Archford Capital Strategies is a large advisory firm with 721 clients and discretionary assets under management (AUM) of $971,538,037 (Form ADV from 2024-03-13). Their last reported 13F …

whalewisdom.com

$664
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Archford Capital Strategies, LLC 13F Filings

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Archford Capital Strategies, LLC reported 254 holdings with total value $664 M as of Q3 2024. ... Top holdings included VUG, BND, IEFA, MSFT, and AAPL. Archford Capital Strategies, LLC …

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$664.08
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Archford Capital Strategies, Llc 13F Filings - Sensamarket.com

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Archford Capital Strategies, Llc reported 254 holdings with total value $664.08M as of Q3 2024. Top holdings included VUG, BND, IEFA, MSFT

sensamarket.com

$546
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Archford Capital Strategies, LLC Q4 2023 13F Top Portfolio Holdings

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Archford Capital Strategies, LLC reported 251 holdings with total value $546 M as of Q4 2023. ... Top holdings included VUG, BND, IEFA, MSFT, and VTV. Archford Capital Strategies, LLC ...

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$500
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Archford Capital Strategies, LLC Q3 2023 13F Top Portfolio Holdings

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Archford Capital Strategies, LLC reported 270 holdings with total value $500 M as of Q3 2023. ... Top holdings included BND, VUG, IEFA, MSFT, and VTV. Archford Capital Strategies, LLC ...

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19%
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Archford Capital Strategies, Current Portfolio, 13F Holdings (2024 …

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Past Performances and the history of Asset Under Management Archford Capital Strategies, LLC. Current Holdings: 254Stocks(8 new) Top holdings: VUG(6.19%) BND(4.96%) IEFA(3.79%) …

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$387
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$387 Million Archford Capital Strategies, LLC Q3 2022 13F …

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Archford Capital Strategies, LLC reported 272 stock holdings with total value $387 M as of Q3 2022. Top holdings included VUG, VTV, IEFA, AGG, MSFT, BSV. Open main menu. …

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All Stocks Held By Archford Capital Strategies LLC

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Archford Capital Strategies LLC Info: Size ($ in 1000's) At 12/31/2024: $661,459 At 09/30/2024: $695,683. Archford Capital Strategies LLC AUM history. Archford Capital Strategies LLC …

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$435
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Archford Capital Strategies, LLC Q4 2020 13F Top Portfolio Holdings

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Archford Capital Strategies, LLC reported 262 holdings with total value $435 M as of Q4 2020. ... Top holdings included VUG, MSFT, VTV, AAPL, and AGG. Archford Capital Strategies, LLC …

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$437
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Archford Capital Strategies, LLC Q4 2021 13F Top Portfolio Holdings

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Archford Capital Strategies, LLC reported 296 holdings with total value $437 M as of Q4 2021. ... Top holdings included VUG, VTV, MSFT, AGG, and VGSH. Archford Capital Strategies, LLC …

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$256
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Archford Capital Strategies, LLC Q1 2020 13F Top Portfolio Holdings

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Archford Capital Strategies, LLC reported 212 holdings with total value $256 M as of Q1 2020. ... Top holdings included MSFT, VUG, AGG, AAPL, and VGT. Archford Capital Strategies, LLC …

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$271
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Archford Capital Strategies, LLC Q1 2019 13F Top Portfolio Holdings

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Archford Capital Strategies, LLC reported 541 holdings with total value $271 M as of Q1 2019. ... Top holdings included VUG, VTV, VGT, MSFT, and XLV. Archford Capital Strategies, LLC ...

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FAQs about Archford Capital Strategies 13F filings and top holdings and stakes ... Coupon?

What's going on with Ark invest's 13F portfolio?

ARK Invest's 13F portfolio value increased by ~10% to ~$12B this quarter. Top holdings include Tesla, Roku, Coinbase Global, Palantir, and Roblox, making up ~33% of the portfolio. New stakes include Illumina, while significant increases were seen in CRISPR Therapeutics, Archer Aviation, Meta Platforms, and Amazon. ...

How can 13F help DIY investors generate Absolute Returns?

Focused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum. Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSLA, COIN, HOOD, META, AMZN, RKLB either through stock ownership, options, or other derivatives. ...

Does Archer aviation (AChR) have a stake in CRISPR Therapeutics?

The stock is now at $40.49. Note: they have a ~9% ownership stake in CRISPR Therapeutics. Archer Aviation (ACHR): The 2.43% ACHR stake saw a ~27% stake increase this quarter at prices between $2.94 and $11.33. The stock currently trades at $9.17. They have a ~9% ownership stake in the business. ...