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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Archford Capital Strategies, LLC

Quarter ended Q3 2024 · Filed October 15, 2024 · Accession 0001986042-24-000017

Total Value
$664.1M
Positions
254
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD GROWTH ETF922908736104,747$41.1M6.19%
2VANGUARD TOTAL BOND MARKET ETF921937835446,410$32.9M4.96%
3ISHARES CORE MSCI EAFE ETF46432F842327,204$25.1M3.79%
4MICROSOFT CORP COMMSFT47,045$19.7M2.97%
5APPLE INC COMAAPL68,421$15.8M2.38%
6SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755381,684$14.0M2.11%
7VANGUARD VALUE ETF92290874473,921$13.1M1.97%
8VANECK MORNINGSTAR WIDE MOAT ETF92189F643133,296$13.0M1.95%
9VANGUARD DIVIDEND APPRECIATION ETF92190884459,326$11.9M1.80%
10JPMORGAN U.S. QUALITY FACTOR ETF46641Q761194,483$11.2M1.69%
11ISHARES SHORT TREASURY BOND ETF46428867997,264$10.7M1.62%
12INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFIVZ194,675$10.5M1.59%
13VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C706173,986$10.3M1.55%
14VISA INC COM CL AV34,018$9.5M1.44%
15NVIDIA CORPORATION COMNVDA68,183$9.4M1.42%
16JPMORGAN BETABUILDERS U.S. EQUITY ETF46641Q39987,237$9.2M1.39%
17VANGUARD SMALL-CAP GROWTH ETF92290859532,495$8.9M1.34%
18VANGUARD SHORT-TERM BOND ETF921937827112,719$8.8M1.32%
19AMAZON COM INC COMAMZN43,777$8.2M1.24%
20GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFNVGLF224,689$7.9M1.19%
21SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF808524771317,740$7.7M1.16%
22VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF92194681087,606$7.6M1.15%
23ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF464286533120,630$7.5M1.13%
24ISHARES EXPONENTIAL TECHNOLOGIES ETF46434V381116,965$7.2M1.08%
25JPMORGAN ULTRA-SHORT INCOME ETF46641Q837139,144$7.0M1.06%
26BROADCOM INC COMAVGO38,482$7.0M1.06%
27GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y632177,719$6.8M1.02%
28VANGUARD SMALL CAP VALUE ETF92290861132,217$6.5M0.98%
29SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66369,446$6.4M0.96%
30SCHWAB U.S. LARGE-CAP GROWTH ETF808524300235,179$6.3M0.94%
31SPDR GOLD MINISHARES TRUSTGLDW113,683$6.0M0.90%
32GOLDMAN SACHS ACTIVE BETA INTERNATIONAL EQUITY ETFNVGLF163,646$5.8M0.88%
33ALPHABET INC CAP STK CL AGOOG34,041$5.6M0.85%
34BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A11,787$5.4M0.82%
35UNITEDHEALTH GROUP INC COMUNH8,853$5.4M0.81%
36DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302190,097$5.2M0.79%
37STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF00775Y645181,599$5.1M0.77%
38FINANCIAL SELECT SECTOR SPDR FUND81369Y605103,232$4.8M0.73%
39COSTCO WHSL CORP NEW COM22160K1055,372$4.8M0.72%
40JPMORGAN CHASE & CO. COMVYLD19,933$4.4M0.66%
41INVESCO S&P 500 EQUAL WEIGHT ETFIVZ23,210$4.2M0.63%
42HOME DEPOT INC COMHD9,791$4.1M0.61%
43VANGUARD FTSE EMERGING MARKETS ETF92204285883,942$4.0M0.61%
44LOCKHEED MARTIN CORP COMLMT6,509$4.0M0.60%
45ALPHABET INC CAP STK CL CGOOG23,385$3.9M0.59%
46ELI LILLY & CO COMLLY4,084$3.8M0.57%
47DIMENSIONAL U.S. SMALL CAP ETF25434V50055,871$3.7M0.55%
48CENCORA INC COMCOR15,883$3.6M0.54%
49EXXON MOBIL CORP COMXOM28,209$3.5M0.53%
50NEXTERA ENERGY INC COMNEE-PW40,928$3.4M0.51%
51TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910017,557$3.4M0.51%
52MASTERCARD INCORPORATED CL AMA6,643$3.4M0.51%
53APPLIED MATLS INC COM03822210515,675$3.4M0.50%
54VANGUARD MEGA CAP ETF92191087315,848$3.3M0.50%
55TEXAS INSTRS INC COM88250810415,424$3.2M0.48%
56ARISTA NETWORKS INC COMANET7,640$3.2M0.48%
57WALMART INC COMWMT39,254$3.2M0.47%
58VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640623,238$3.0M0.46%
59VANGUARD INFORMATION TECHNOLOGY ETF92204A7024,765$2.9M0.44%
60PAYLOCITY HLDG CORP COMPCTY17,040$2.9M0.43%
61MCDONALDS CORP COMMCD8,777$2.7M0.41%
62PROCTER AND GAMBLE CO COM74271810915,707$2.7M0.41%
63IQVIA HLDGS INC COMIQV11,457$2.7M0.40%
64ISHARES 1-3 YEAR TREASURY BOND ETF46428745731,783$2.6M0.39%
65FIDELITY NATL INFORMATION SVCS COM31620M10629,225$2.6M0.39%
66INTUIT COMINTU4,055$2.5M0.38%
67VANGUARD FTSE DEVELOPED MARKETS ETF92194385847,959$2.5M0.38%
68THERMO FISHER SCIENTIFIC INC COMTMO4,021$2.4M0.37%
69ISHARES IBONDS DEC 2031 TERM CORPORATE ETF46436E486114,098$2.4M0.36%
70ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD193,252$2.3M0.35%
71ISHARES CORE AGGRESSIVE ALLOCATION ETF46428985929,533$2.3M0.35%
72SS&C TECHNOLOGIES HLDGS INC COMSSNC30,519$2.3M0.35%
73ISHARES IBONDS DEC 2024 TERM CORPORATE ETF46434VBG490,623$2.3M0.34%
74SALESFORCE INC COMCRM7,790$2.3M0.34%
75GENERAL DYNAMICS CORP COMGD7,426$2.2M0.34%
76SPDR S&P 500 ETF TRUSTSPY3,813$2.2M0.34%
77VALERO ENERGY CORP COMVLO15,711$2.2M0.33%
78AIR PRODS & CHEMS INC COMAIIR6,744$2.2M0.33%
79ISHARES IBONDS DEC 2032 TERM CORPORATE ETF46436E31284,699$2.1M0.32%
80ACCENTURE PLC IRELAND SHS CLASS AACN5,775$2.1M0.32%
81ISHARES MSCI USA MIN VOL FACTOR ETF46429B69722,192$2.1M0.31%
82INTERNATIONAL BUSINESS MACHS COMINTR8,715$2.1M0.31%
83AMERICAN WTR WKS CO INC NEW COM03042010314,242$2.0M0.30%
84LOWES COS INC COM5486611076,960$2.0M0.29%
85UNION PAC CORP COMUNP7,830$1.9M0.29%
86ISHARES IBONDS DEC 2033 TERM CORPORATE ETF46436E13073,338$1.9M0.29%
87FASTENAL CO COMFAST24,755$1.9M0.29%
88PACCAR INC COMPCAR17,336$1.9M0.28%
89AMGEN INC COMAMGN5,763$1.9M0.28%
90ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B68924,373$1.9M0.28%
91SNAP ON INC COMSNA6,237$1.8M0.28%
92NETFLIX INC COMNFLX2,507$1.8M0.27%
93ISHARES RUSSELL 2000 ETF4642876557,946$1.8M0.27%
94ELEVANCE HEALTH INC COMELV3,472$1.8M0.27%
95FISERV INC COMFISV8,942$1.7M0.26%
96CHEVRON CORP NEW COMCVX11,020$1.7M0.25%
97ADOBE INC COMADBE3,206$1.6M0.25%
98PALANTIR TECHNOLOGIES INC CL APLTR37,136$1.6M0.24%
99AMETEK INC COMAME9,082$1.6M0.23%
100ADVANCED MICRO DEVICES INC COMAMD9,410$1.6M0.23%
101HONEYWELL INTL INC COM4385161067,041$1.5M0.23%
102ISHARES CORE S&P 500 ETF4642872002,549$1.5M0.23%
103RTX CORPORATION COMRTX12,003$1.5M0.23%
104JOHNSON & JOHNSON COMJNJ9,136$1.5M0.22%
105CBOE GLOBAL MKTS INC COM12503M1087,131$1.5M0.22%
106ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA059,738$1.4M0.22%
107QUALCOMM INC COMQCOM7,858$1.4M0.21%
108ISHARES NATIONAL MUNI BOND ETF46428841412,910$1.4M0.21%
109ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U51554,664$1.4M0.21%
110MERCK & CO INC COMMRK12,592$1.4M0.21%
111ISHARES RUSSELL 1000 GROWTH ETF4642876143,600$1.4M0.21%
112CME GROUP INC COMCME6,072$1.4M0.20%
113ENERGY SELECT SECTOR SPDR FUND81369Y50614,544$1.3M0.20%
114ECOLAB INC COMECL5,192$1.3M0.20%
115HARBOR LONG-TERM GROWERS ETF41151J40650,510$1.3M0.20%
116ISHARES IBONDS DEC 2029 TERM CORPORATE ETF46436E20557,055$1.3M0.20%
117COMCAST CORP NEW CL ACCZ31,322$1.3M0.20%
118ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA954,248$1.3M0.20%
119ISHARES IBONDS DEC 2030 TERM CORPORATE ETF46436E72659,955$1.3M0.20%
120VANGUARD TOTAL WORLD STOCK ETF92204274210,498$1.3M0.19%
121GLOBAL PMTS INC COM37940X10212,179$1.2M0.19%
122SOUTHERN CO COMSOMN13,763$1.2M0.19%
123SENTINELONE INC CL AS46,811$1.2M0.19%
124PEPSICO INC COMPEP6,977$1.2M0.19%
125BOOKING HOLDINGS INC COMBKNG268$1.2M0.17%
126BILL HOLDINGS INC COMBILL20,515$1.1M0.17%
127ABBVIE INC COMABBV5,581$1.1M0.16%
128VEEVA SYS INC CL A COMVEEV5,006$1.1M0.16%
129VANGUARD UTILITIES ETF92204A8765,900$1.0M0.15%
130CONVERGENCE LONG/SHORT EQUITY ETF89834G76044,342$1.0M0.15%
131ORACLE CORP COMORCL-PD5,663$997,3680.15%
132DUKE ENERGY CORP NEW COM NEWDUKB8,461$973,8230.15%
133INVESCO QQQ TRUST SERIES IIVZ1,929$959,7030.14%
134CISCO SYS INC COMCSCO17,552$952,5210.14%
135VANECK MORNINGSTAR SMID MOAT ETF92189H73026,302$929,7760.14%
136VANGUARD TAX-EXEMPT BOND ETF92290774617,961$909,1860.14%
137VERIZON COMMUNICATIONS INC COMVZ20,837$899,9300.14%
138PAYCOM SOFTWARE INC COMPAYC5,432$894,5840.13%
139NEWMONT CORP COMNEMCL16,257$891,2090.13%
140FREEPORT-MCMORAN INC CL BFCX18,121$885,3920.13%
141ISHARES MSCI ACWI ETF4642882577,066$853,3760.13%
142GENUINE PARTS CO COMGPC5,515$769,0200.12%
143CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4073,863$762,6120.11%
144DOMINION ENERGY INC COMD13,378$761,6330.11%
145ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881587,195$761,5040.11%
146ISHARES MSCI EAFE ETF4642874659,106$751,6360.11%
147GLOBAL X CYBERSECURITY ETF37954Y38423,129$747,7750.11%
148AMEREN CORP COMAEE8,474$739,3570.11%
149UBER TECHNOLOGIES INC COMUBER8,552$726,3640.11%
150GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y71522,144$717,4530.11%
151ELASTIC N V ORD SHSESTC8,571$712,4220.11%
152HEALTH CARE SELECT SECTOR SPDR FUND81369Y2094,549$703,9120.11%
153UNITED PARCEL SERVICE INC CL BUPS5,201$699,8370.11%
154ISHARES RUSSELL 1000 VALUE ETF4642875983,610$695,5390.10%
155ZSCALER INC COMZS3,530$694,3940.10%
156FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND33691710916,195$685,5340.10%
157PAYCOR HCM INC COM70435P10250,604$677,5880.10%
158GLOBAL X CLOUD COMPUTING ETF37954Y44231,501$660,5700.10%
159GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y67315,545$655,3600.10%
160META PLATFORMS INC CL AMETA1,087$642,0420.10%
161ISHARES CORE GROWTH ALLOCATION ETF46428986710,549$622,4960.09%
162BRISTOL-MYERS SQUIBB CO COMCELG-RI11,806$621,8210.09%
163TARGET CORP COMTGT3,916$618,5810.09%
164SPDR GOLD SHARESGLD2,481$608,0190.09%
165STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF00775Y65219,841$597,7360.09%
166ASML HOLDING N V N Y REGISTRY SHSASMLF670$584,6020.09%
167SPDR PORTFOLIO S&P 500 ETF78464A8548,255$567,2840.09%
168MICROCHIP TECHNOLOGY INC. COMMCHPP7,091$560,1180.08%
169DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES25459W45813,616$555,8050.08%
170ENERGY TRANSFER L P COM UT LTD PTNET-PI33,465$553,8460.08%
171GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF37954Y62422,770$531,8960.08%
172ISHARES ESG AWARE MSCI USA ETF46435G4254,136$531,3110.08%
173GALLAGHER ARTHUR J & CO COM3635761091,798$520,9780.08%
174FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF33738R7046,593$505,6280.08%
175PFIZER INC COMPFE17,015$494,7840.07%
176MCKESSON CORP COMMCK948$482,7990.07%
177FABRINET SHSFN1,802$477,4040.07%
178GLOBAL X FINTECH ETF37954Y81416,080$469,5490.07%
179DISNEY WALT CO COM2546871064,935$468,6640.07%
180INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7043,297$459,1070.07%
181CATERPILLAR INC COMCAT1,161$457,3760.07%
182VANGUARD MID-CAP GROWTH ETF9229085381,804$453,9220.07%
183DANAHER CORPORATION COM2358511021,661$450,9390.07%
184ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF46435U43216,234$432,1490.07%
185QUANTA SVCS INC COM74762E1021,364$424,1950.06%
186FORTINET INC COMFTNT5,106$422,9300.06%
187ASTRAZENECA PLC SPONSORED ADRAZN5,407$422,3160.06%
188EMERSON ELEC CO COMEMR3,730$420,1470.06%
189KEYSIGHT TECHNOLOGIES INC COMKEYS2,641$419,7340.06%
190GLOBAL X MILLENNIAL CONSUMER ETF37954Y7649,587$408,7040.06%
191ABBOTT LABS COMABLZF3,464$406,1800.06%
192ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF46435U25915,815$404,2310.06%
193ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF46435U69715,308$399,2330.06%
194GLOBAL X GENOMICS & BIOTECHNOLOGY ETF37954Y43435,532$395,4660.06%
195JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q6547,724$392,3790.06%
196TESLA INC COMTSLA1,769$387,6940.06%
197DATADOG INC CL A COMDDOG2,980$384,7780.06%
198ISHARES CORE MODERATE ALLOCATION ETF4642898758,386$374,1830.06%
199INVESCO BIOTECHNOLOGY & GENOME ETFIVZ5,314$371,7930.06%
200GLOBAL X URANIUM ETF37954Y87112,244$369,3940.06%
201COCA COLA CO COMKO5,198$365,6230.06%
202SNOWFLAKE INC CL ASNOW2,951$363,4450.05%
203GOLDMAN SACHS GROUP INC COMGSCE677$353,9020.05%
204ZOETIS INC CL AZTS1,833$353,1270.05%
205UIPATH INCPATH27,651$352,2740.05%
206WASTE MGMT INC DEL COM94106L1091,647$351,5940.05%
207BANK AMERICA CORP COM0605051048,108$339,8060.05%
208SOFI TECHNOLOGIES INC COMSOFI33,699$338,3380.05%
209US BANCORP DEL COM NEWUSB-PS7,154$337,0960.05%
210PROLOGIS INC. COMPLDGP2,671$321,7490.05%
211VANGUARD TOTAL STOCK MARKET ETF9229087691,109$319,7690.05%
212ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF46435U32512,474$317,4630.05%
213SERVICENOW INC COMNOW336$317,4160.05%
214PROSHARES ULTRAPRO SHORT QQQ74347G43245,000$314,5500.05%
215ARK INNOVATION ETF00214Q1046,603$312,7960.05%
216DEFIANCE QUANTUM ETF26922A4204,806$308,4540.05%
217CUMMINS INC COMCMI911$308,3560.05%
218ISHARES MSCI EMERGING MARKETS ETF4642872346,654$307,2150.05%
219ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF46435U28312,044$305,1950.05%
220ANALOG DEVICES INC COMADI1,289$304,7810.05%
221PRICE T ROWE GROUP INC COMTROW2,766$303,3750.05%
222MP MATERIALS CORP COM CL AMP16,266$288,8840.04%
223ISHARES CORE U.S. AGGREGATE BOND ETF4642872262,893$287,5930.04%
224CHART INDS INC COM16115Q3082,221$282,9550.04%
225ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,532$280,6470.04%
226GLOBAL X VIDEO GAMES & ESPORTS ETF37954Y39211,727$276,0500.04%
227JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3324,435$264,8140.04%
228AUTOMATIC DATA PROCESSING INC COMADP891$259,2810.04%
229PHILIP MORRIS INTL INC COM7181721092,143$257,3280.04%
230HARBOR SCIENTIFIC ALPHA HIGH-YIELD ETF41151J1095,555$257,0300.04%
231AT&T INC COMT-PC11,964$254,3640.04%
232REPUBLIC SVCS INC COM7607591001,230$253,0970.04%
233DRAFTKINGS INC NEW COM CL ADKNG6,565$249,0100.04%
234CONSTELLATION BRANDS INC CL ASTZ1,000$245,7100.04%
235UNILEVER PLC SPON ADR NEWUNLYF3,862$243,6820.04%
236LIMBACH HLDGS INC COMLMB2,856$242,0170.04%
237ISHARES RUSSELL MIDCAP ETF4642874992,700$241,6770.04%
238GLOBAL X NASDAQ 100 COVERED CALL ETF37954Y48312,895$235,0760.04%
239JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF46654Q7243,780$233,5280.04%
240VANGUARD INDUSTRIALS ETF92204A603867$231,0440.03%
241PNC FINL SVCS GROUP INC COM6934751051,153$217,3640.03%
242VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4092,755$216,9790.03%
243WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INTWES5,400$212,9760.03%
244STARBUCKS CORP COMSBUX2,219$210,2720.03%
245INNOVATOR EQUITY MANAGED FLOOR ETFINHD6,520$210,1400.03%
246RESMED INC COMRSMDF872$209,8990.03%
247PPG INDS INC COM6935061071,626$208,9410.03%
248ONEOK INC NEW COMOKE2,127$207,3830.03%
249PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN72650310511,574$204,5130.03%
250NUVEEN QUALITY MUNCP INCOME FD COMNU16,604$203,2330.03%
251BLACKSTONE INC COMBX1,298$201,8260.03%
252PACIFIC BIOSCIENCES CALIF INC COM69404D10852,695$108,0240.02%
253BIONANO GENOMICS INC COM NEWBNGO69,564$24,3610.00%
254AMERICAN LITHIUM CORP COM NEWAMLIF10,500$11,2530.00%