Acorn Wealth Advisors, LLC Purchases and Sells in Q4 2024

Acorn Wealth Advisors, LLC

$226 Million
Q4 2024

Top Buys

Incresed Positions

93 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	129K + 1081.04%	$33.92 - $36.6 $4.37M - $4.72M	141K $4.87M
DFSV	41.9K + 627.49%	$30.18 - $33.87 $1.26M - $1.42M	48.6K $1.5M
SCHG	63.6K + 464.0%	$25.93 - $105.3 $1.65M - $6.7M	77.3K $2.15M
BRK-B	1.5K + 41.48%	$442.29 - $483.08 $665K - $726K	5.13K $2.32M
VTV	3.83K + 80.21%	$168.32 - $181.87 $645K - $697K	8.61K $1.46M
RSP	3.8K + 27.89%	$174.22 - $187.62 $662K - $713K	17.4K $3.05M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JCPB	52.4K New	$46.07 - $48.17 $2.41M - $2.52M	52.4K $2.41M
DUHP	36.4K New	$33.62 - $35.69 $1.22M - $1.3M	36.4K $1.23M
UCON	32.1K New	$24.55 - $25.16 $788K - $807K	32.1K $791K
HYLS	18.2K New	$41.29 - $42.03 $752K - $766K	18.2K $752K
VBR	2.08K New	$197.36 - $217.3 $411K - $452K	2.08K $412K
DISV	15.3K New	$26.18 - $28.77 $402K - $441K	15.3K $407K

Top Sells

Reduced Positions

103 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFCF	-21.9K - 11.6%	$41.17 - $43.34 $903K - $950K	167K $6.91M
BND	-3.64K - 1.4%	$71.75 - $75.11 $261K - $274K	256K $18.4M
DFIV	-24.1K - 74.94%	$34.86 - $37.97 $839K - $914K	8.05K $285K
VHT	-1.69K - 10.78%	$250.81 - $283.3 $424K - $478K	14K $3.55M
IGLB	-14.6K - 76.49%	$49.36 - $53.72 $721K - $785K	4.49K $221K
SCHY	-13.8K - 40.77%	$23.01 - $26.06 $318K - $360K	20.1K $464K

Activity Summary All Purchases 113 New Holdings 20 Increased Positions 93 All Sells 103 Reductions 103 Sold out 0 Calls 0 Puts 0

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