Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Archford Capital Strategies LLC
  City: SWANSEA
  State: IL
  Zip: 62226
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $595,683,000
  Total Value Change : $49,197,000
  Securities Held Change : 8
   
All Securities Held : 259
  New Positions : 14
  Closed Positions : 9
  Increased Positions : 109
  Unchanged Positions : 22
  Decreased Positions : 114

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 37 New $0.00 $4,276,000 172,988 0.72% 4,276,000 172,988 0.029    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 50 New $61.34 $3,172,000 50,875 0.53% 3,172,000 50,875 0.057    N/A
   (FDL)1 Year Chart         FDL First Trust Morningstar Div... 152 New $38.46 $642,000 16,675 0.11% 642,000 16,675 0.019    Closed - End Fund - Debt
   (USB)1 Year Chart         USB US Bancorp Delaware 196 New $41.85 $387,000 8,649 0.06% 387,000 8,649 0.011    Domestic Regional Banks
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 215 New $0.00 $297,000 5,141 0.05% 297,000 5,141 0.001    N/A
   (SIHY)1 Year Chart         SIHY Harbor Scientific Alpha Hig... 220 New $0.00 $293,000 6,436 0.05% 293,000 6,436 0.246    N/A
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 221 New $454.73 $291,000 696 0.05% 291,000 696 0    Investment Brokerage ...
   (QYLD)1 Year Chart         QYLD Global X NASDAQ 100 Covered... 225 New $0.00 $273,000 15,239 0.05% 273,000 15,239 0.004    N/A
   (SOFI)1 Year Chart         SOFI SoFi Technologies, Inc 234 New $6.94 $246,000 33,642 0.04% 246,000 33,642 0.004    N/A
   (HYBL)1 Year Chart         HYBL Spdr Blackstone High Income... 242 New $0.00 $219,000 7,709 0.04% 219,000 7,709 0.179    N/A
   (CAH)1 Year Chart         CAH Cardinal Health Inc 243 New $99.53 $213,000 1,903 0.04% 213,000 1,903 0.001    Drugs Wholesale
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 244 New $258.05 $208,000 799 0.03% 208,000 799 0    Closed - End Fund - E...
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... 251 New $42.11 $202,000 4,755 0.03% 202,000 4,755 0    N/A
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 250 New $91.61 $202,000 2,345 0.03% 202,000 2,345 0.001    Electric Utilities
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us