Acorn Wealth Advisors, LLC Purchases in Q3 2025

Acorn Wealth Advisors, LLC

  • $293 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
78.5K
+ 45.71%
$36.04 - $38.78 $2.83M - $3.04M
250K $9.65M
AAPL
Apple Inc.

Technology
6.26K
+ 32.77%
$202.38 - $256.87 $1.27M - $1.61M
25.4K $6.46M
AVGO
Broadcom Inc.

Technology
6.48K
+ 282.04%
$264.74 - $369.57 $1.72M - $2.4M
8.78K $2.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
43.3K
+ 25.25%
$28.92 - $32.19 $1.25M - $1.39M
215K $6.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.6K
+ 136.5%
$617.65 - $666.84 $1.61M - $1.73M
4.5K $3M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
25.4K
New
$59.61 - $63.09 $1.51M - $1.6M
25.4K $1.6M
IEF
Ishares Barclays

ETFs
14.2K
New
$93.91 - $97.26 $1.33M - $1.38M
14.2K $1.37M
DFSV
Dimensional ETF Tr Dimensional

ETFs
33K
+ 54.89%
$29.2 - $32.74 $964K - $1.08M
93.1K $2.97M
GLD
Spdr Gold Trust

ETFs
1.98K
+ 40.92%
$300.96 - $355.47 $595K - $703K
6.81K $2.42M
NVDA
Nvidia Corp

Technology
2.34K
+ 13.46%
$153.3 - $186.58 $359K - $437K
19.8K $3.69M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.61K
+ 16.78%
$181.56 - $190.33 $656K - $688K
25.1K $4.77M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.3K
+ 262.12%
$62.09 - $66.51 $763K - $818K
17K $1.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 52.4%
$546.99 - $602.2 $596K - $656K
3.17K $1.9M
VTI
Vanguard Total Stock Market Et

ETFs
1.2K
+ 8.68%
$303.93 - $329.86 $364K - $395K
15K $4.92M
MSFT
Microsoft Corp

Technology
662
+ 4.23%
$491.09 - $535.64 $325K - $355K
16.3K $8.44M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.4K
New
$45.6 - $46.92 $609K - $627K
13.4K $623K
NEE
Nextera Energy Inc

Utilities
7.93K
+ 249.81%
$69.77 - $77.54 $553K - $615K
11.1K $838K
XLV
Select Sector Spdr Fund Health

ETFs
4.09K
+ 257.72%
$129.01 - $139.72 $528K - $571K
5.68K $790K
SPRX
Listed Fds Tr Spear Alpha ETF

ETFs
14.8K
New
$28.6 - $40.2 $424K - $597K
14.8K $571K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.93K
+ 14.05%
$182.33 - $194.5 $352K - $376K
15.7K $3.05M
TSLA
Tesla, Inc.

Consumer Cyclical
568
+ 30.23%
$293.94 - $444.72 $167K - $253K
2.45K $1.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.07K
New
$108.97 - $121.65 $443K - $495K
4.07K $490K
SLV
I Shares Silver Trust

ETFs
4.61K
+ 16.43%
$32.73 - $42.5 $151K - $196K
32.6K $1.38M
IVE
Ishares S&P 500 Value ETF

ETFs
2.17K
New
$194.44 - $206.51 $421K - $447K
2.17K $447K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.58K
+ 94.74%
$49.05 - $49.99 $421K - $429K
17.6K $877K
EFV
Msci Eafe Value ETF

ETFs
5.77K
New
$62.79 - $68.42 $362K - $395K
5.77K $391K
CAT
Caterpillar Inc

Industrials
36
+ 0.86%
$390.92 - $477.15 $14.1K - $17.2K
4.21K $2.01M
DELL
Dell Technologies Inc.

Technology
2.7K
New
$120.96 - $141.77 $326K - $382K
2.7K $382K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
549
+ 33.31%
$567.09 - $607.37 $311K - $333K
2.2K $1.31M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.97K
New
$91.44 - $91.77 $363K - $364K
3.97K $364K
IAU
Ishares Gold Trust

ETFs
4.95K
New
$61.62 - $72.77 $305K - $360K
4.95K $359K
HYLS
First Tr Tactical High Yield L

ETFs
7.98K
+ 31.58%
$41.62 - $42.32 $332K - $338K
33.3K $1.4M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
12.7K
+ 28.71%
$24.73 - $25.29 $314K - $321K
56.8K $1.43M
GOOGL
Alphabet Inc.

Communication Services
313
+ 8.21%
$174.36 - $254.72 $54.6K - $79.7K
4.12K $1M
VB
Vanguard Small Cap ETF

ETFs
307
+ 2.14%
$237.58 - $259.17 $72.9K - $79.6K
14.6K $3.72M
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 0.06%
$282.78 - $316.06 $2.26K - $2.53K
12.6K $3.99M
IVV
Ishares Core S&P 500 ETF

ETFs
442
+ 95.46%
$620.67 - $670.08 $274K - $296K
905 $605K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
386
+ 21.53%
$567.77 - $614.76 $219K - $237K
2.18K $1.33M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.29K
New
$54.35 - $59.32 $287K - $314K
5.29K $313K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
8.04K
New
$32.29 - $38.12 $259K - $306K
8.04K $306K
SOXX
Ishares Semiconductor ETF

ETFs
1.01K
+ 114.29%
$236.93 - $271.12 $239K - $273K
1.89K $512K
GOOG
Alphabet Inc.

Communication Services
691
+ 35.04%
$175.16 - $255.24 $121K - $176K
2.66K $648K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
14.8K
+ 92.26%
$19.78 - $20.26 $293K - $301K
30.9K $617K
PLTR
Palantir Technologies Inc.

Technology
491
+ 11.3%
$130.68 - $186.97 $64.2K - $91.8K
4.84K $882K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.4K
+ 11.44%
$50.47 - $50.74 $272K - $274K
52.5K $2.67M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.07K
New
$85.01 - $90.35 $261K - $277K
3.07K $274K
CIEN
Ciena Corp

Technology
1.86K
New
$77.75 - $145.67 $145K - $271K
1.86K $271K
DIHP
Dimensional ETF Tr Dimensional

ETFs
8.16K
+ 43.91%
$28.69 - $30.59 $234K - $250K
26.7K $812K
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
+ 15.34%
$211.65 - $238.24 $253K - $285K
9K $1.98M
Activity Summary
Buys All Purchases 186 New Holdings 38 Increased Positions 148 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 1 Puts 0
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