The Changing Tide: Archford Capital Strategies, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

In the financial world, keeping a close eye on market movements is of utmost importance, especially for investment firms. Archford Capital Strategies, LLC has released its 13F filings for the periods of Q4 2022 and Q1 2023, and the changes in holdings are worth taking a closer look at.

For those unfamiliar with the concept, 13F filings are required by the US Securities and Exchange Commission (SEC) from institutional investment managers who manage $100 million or more to disclose their holdings of US equity securities. These filings are made publicly available and are useful in gaining insight into the holdings and investment strategies of these big firms.

Let's dive into the data and analyze the changes in holdings of Archford Capital Strategies, LLC over the two periods.

Vanguard Index Funds (VUG)

Archford Capital Strategies, LLC increased their holdings in Vanguard Index Funds (VUG) by 16,006 shares (20.29%) from Q4 2022 to Q1 2023. The value of the shares also increased from $16,789,000 to $23,300,000 – a change of 38.8% – making VUG their top holding by value.

Vanguard Bond Index Funds (BND)

In Q1 2023, Archford Capital Strategies, LLC also increased their holdings in Vanguard Bond Index Funds (BND) by a whopping 95.1%, from 112,850 shares to 220,200 shares. The value of these shares increased from $11,285,000 to $22,020,000, making it their second top holding by value.

Other Major Holdings

The firm made significant changes in holdings in other notable companies such as Microsoft (MSFT), which saw an increase of 25.6%, and Paycom Software (PAYC), which saw a decrease of 10.8%.

In terms of new positions, Goldman Sachs ETF Trust (GSIE) and Arista Networks Inc (ANET) were added to their portfolio.

Conclusion

Archford Capital Strategies, LLC's increase in holdings of Vanguard funds is a clear indication of their bullish outlook on the stock market. While the firm has made some changes in holdings, it's important to note that they remain heavily invested in tech giants such as Microsoft and Apple, demonstrating their faith in the growth potential of these companies.

Investors should keep a close eye on the holdings and investment strategies of institutions such as Archford Capital Strategies, LLC to better understand the market movements and make informed investment decisions.