Archford Capital Strategies, LLC

Q1 2014 13F-HR Holdings

Location
Swansea, IL
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
881
Total value ($000)
$119,862
Net value change ($000)
—
New positions
880
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 7/17/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UPS 7,758 —
VGT 4,921 —
Monsanto 3,681 —
XLV 3,271 —
VIS 2,215 —
XLI 2,145 —
VFH 2,140 —
XOM 1,968 —
MCD 1,946 —
ADP 1,929 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type