ARCHFORD CAPITAL STRATEGIES, LLC Top 13F Holdings

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 …


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$971538037
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ARCHFORD CAPITAL STRATEGIES, LLC Top 13F Holdings

2 weeks from now

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

$661
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Archford Capital Strategies, LLC Q4 2024 13F Top Portfolio Holdings

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Archford Capital Strategies, LLC reported 266 holdings with total value $661 M as of Q4 2024. Top holdings included VUG, BND, IEFA, MSFT, and AAPL. ... 13F-HR Prev filing 10/15/2024. …

13f.info

$643
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Archford Capital Strategies, LLC Portfolio Holdings

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Archford Capital Strategies, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $643 Million distributed in 266 stocks.

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$643
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Archford Capital Strategies, LLC Asset Management

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Archford Capital Strategies, LLC Q4 2024's portfolio and holdings, valued at $643 Million and invested in 266 stocks. ... Latest 13F Filings Guru Portfolios Portfolios by Value. Companies. …

tickertracker.io

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. ... (8 new) Top holdings: VUG(6.19%) BND(4.96%) IEFA(3.79%) MSFT(2.97%) AAPL(2.38%) …

gurufocus.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. ... 1/12/2024 Form type 13F-HR …

13f.info

$643
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Archford Capital Strategies, LLC Capital Markets

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Archford Capital Strategies, LLC Q4 2024's portfolio and holdings, valued at $643 Million and invested in 266 stocks. ... Latest 13F Filings Guru Portfolios Portfolios by Value. Companies. …

tickertracker.io

$664
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Archford Capital Strategies, LLC Q3 2024 13F Top Portfolio Holdings

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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 …

13f.info

$643
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Archford Capital Strategies, LLC ETFs - Tickertracker.io

2 weeks from now

Archford Capital Strategies, LLC Q4 2024's portfolio and holdings, valued at $643 Million and invested in 266 stocks. ... Latest 13F Filings Guru Portfolios Portfolios by Value. Companies. …

tickertracker.io

10%
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Tracking Cathie Wood's ARK Invest 13F Portfolio - Q4 2024 Update

2 weeks from now

3 days ago  · 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 …

seekingalpha.com

$596
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Archford Capital Strategies, LLC Q1 2024 13F Top Portfolio Holdings

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Jan 12, 2024  · Archford Capital Strategies, LLC reported 259 holdings with total value $596 M as of Q1 2024. Top holdings included VUG, BND, IEFA, MSFT, and FNDF. Archford Capital …

13f.info

$643
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Archford Capital Strategies, LLC Drug Manufacturers—General

2 weeks from now

Archford Capital Strategies, LLC Q4 2024's portfolio and holdings, valued at $643 Million and invested in 266 stocks. ... Latest 13F Filings Guru Portfolios Portfolios by Value. Companies. …

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