Archford Capital Strategies, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC Archford Capital Strategies, LLC | Institutional Filer | ▲ 1.79% | $873.4M | 341 |
Current Portfolio Holdings
Showing all 341 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | — | 432K | $39.1M | 4.48% |
| 2 | IEMG | ISHARES INC | — | 548K | $38.2M | 4.38% |
| 3 | NVDA | NVIDIA Corporation | Technology | 163K | $28.4M | 3.26% |
| 4 | AAPL | Apple Inc. | Technology | 105K | $26.5M | 3.04% |
| 5 | MSFT | Microsoft Corporation | Technology | 67K | $24.6M | 2.82% |
| 6 | GOOGL | Alphabet Inc. | Technology | 59K | $17.0M | 1.94% |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 31K | $15.1M | 1.73% |
| 8 | VUG | VANGUARD INDEX FDS | — | 34K | $15.0M | 1.71% |
| 9 | V | Visa Inc. | Financial Services | 47K | $14.2M | 1.62% |
| 10 | INFO | HARBOR ETF TRUST | — | 603K | $14.2M | 1.62% |
| 11 | SHY | ISHARES TR | — | 156K | $12.9M | 1.47% |
| 12 | SPYM | SPDR SERIES TRUST | — | 167K | $12.8M | 1.47% |
| 13 | AVGO | Broadcom Inc. | Technology | 41K | $12.7M | 1.45% |
| 14 | FNDX | SCHWAB STRATEGIC TR | — | 407K | $11.3M | 1.30% |
| 15 | SCHG | SCHWAB STRATEGIC TR | — | 373K | $10.9M | 1.24% |
Showing 1 to 15 of 341 holdings