Acorn Wealth Advisors, LLC Purchases in Q2 2024

Acorn Wealth Advisors, LLC

  • $194 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
32.5K
+ 18.46%
$70.55 - $72.66 $2.29M - $2.36M
208K $15M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
32.4K
+ 26.28%
$40.79 - $41.97 $1.32M - $1.36M
156K $6.47M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
35.9K
+ 57.15%
$27.33 - $28.95 $980K - $1.04M
98.6K $2.85M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
13.8K
+ 18.95%
$83.97 - $89.72 $1.16M - $1.24M
86.5K $7.49M
PULS
Pgim ETF Tr

ETFs
18.1K
+ 35.99%
$49.47 - $49.75 $897K - $903K
68.6K $3.41M
AAPL
Apple Inc.

Technology
385
+ 2.14%
$165.0 - $216.67 $63.5K - $83.4K
18.4K $3.87M
NVDA
Nvidia Corp

Technology
16.2K
+ 994.46%
$118.11 - $1224.4 $1.91M - $19.8M
17.8K $2.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.94K
+ 22.42%
$53.83 - $59.14 $535K - $588K
54.3K $3.19M
MSFT
Microsoft Corp

Technology
531
+ 3.5%
$389.33 - $452.85 $207K - $240K
15.7K $7.02M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.3K
+ 26.9%
$50.22 - $50.48 $566K - $569K
53.2K $2.68M
XLK
Technology Sector Spdr

ETFs
483
+ 2.31%
$192.53 - $231.41 $93K - $112K
21.4K $4.85M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.01K
+ 16.16%
$154.56 - $173.19 $311K - $348K
14.5K $2.47M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.59K
+ 28.78%
$87.04 - $101.61 $225K - $263K
11.6K $1.17M
AMZN
Amazon Com Inc

Consumer Cyclical
1.21K
+ 26.39%
$173.67 - $197.85 $210K - $239K
5.79K $1.12M
GOOGL
Alphabet Inc.

Communication Services
1.1K
+ 39.14%
$150.53 - $185.41 $166K - $205K
3.93K $714K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
13.1K
New
$18.47 - $21.05 $242K - $276K
13.1K $274K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
6.57K
+ 21.02%
$42.01 - $43.6 $276K - $286K
37.8K $1.63M
AVGO
Broadcom Inc.

Technology
165
New
$1204.71 - $1828.87 $199K - $302K
165 $264K
VIG
Vanguard Dividend Appreciation

ETFs
1.42K
+ 5.43%
$173.33 - $185.29 $245K - $262K
27.5K $5.02M
RDVY
First Trust Rising Dividend Ac

ETFs
4.66K
New
$53.05 - $55.95 $247K - $260K
4.66K $254K
IVE
Ishares S&P 500 Value ETF

ETFs
1.32K
New
$176.58 - $186.7 $233K - $246K
1.32K $239K
WMT
Walmart Inc.

Consumer Defensive
3.26K
New
$58.85 - $68.9 $192K - $225K
3.26K $221K
HWM
Howmet Aerospace Inc.

Industrials
2.73K
New
$62.93 - $85.28 $172K - $233K
2.73K $212K
TPL
Texas Pacific Land Corp

Energy
287
New
$558.56 - $777.27 $160K - $223K
287 $210K
UNH
Unitedhealth Group Inc

Healthcare
396
New
$439.2 - $524.63 $174K - $208K
396 $201K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
9.15K
+ 41.06%
$23.23 - $24.96 $213K - $228K
31.4K $740K
VUG
Vanguard Growth ETF

ETFs
373
+ 47.28%
$322.46 - $377.11 $120K - $141K
1.16K $434K
COST
Costco Wholesale Corp

Consumer Defensive
105
+ 31.91%
$704.88 - $870.75 $74K - $91.4K
434 $368K
SIVR
Abrdn Silver ETF Trust

ETFs
758
+ 3.11%
$23.91 - $30.63 $18.1K - $23.2K
25.2K $700K
GE
General Electric CO

Industrials
909
+ 49.46%
$136.47 - $175.36 $124K - $159K
2.75K $436K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.45K
+ 47.66%
$25.12 - $25.81 $112K - $115K
13.8K $351K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
5.64K
+ 38.35%
$18.63 - $19.3 $105K - $109K
20.3K $389K
VTV
Vanguard Value ETF

ETFs
715
+ 16.42%
$154.57 - $163.65 $111K - $117K
5.07K $813K
VTI
Vanguard Total Stock Market Et

ETFs
83
+ 0.79%
$245.23 - $269.4 $20.4K - $22.4K
10.6K $2.84M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
136
+ 8.35%
$455.1 - $504.28 $61.9K - $68.6K
1.77K $882K
IYW
Ishares Dj Us Tech ETF

ETFs
354
+ 22.01%
$124.75 - $153.46 $44.2K - $54.3K
1.96K $295K
LLY
Eli Lilly & CO

Healthcare
6
+ 1.06%
$724.87 - $909.04 $4.35K - $5.45K
572 $517K
GOOG
Alphabet Inc.

Communication Services
89
+ 4.7%
$151.94 - $186.86 $13.5K - $16.6K
1.98K $363K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
3.09K
+ 10.37%
$24.22 - $24.49 $74.7K - $75.6K
32.8K $801K
VO
Vanguard Mid Cap ETF

ETFs
336
+ 28.07%
$234.99 - $248.98 $79K - $83.7K
1.53K $371K
SPY
Spdr S&P 500 ETF Trust

ETFs
29
+ 1.18%
$495.16 - $548.49 $14.4K - $15.9K
2.5K $1.36M
PFE
Pfizer Inc

Healthcare
2.29K
+ 21.94%
$25.26 - $29.6 $57.7K - $67.7K
12.7K $355K
META
Meta Platforms, Inc.

Communication Services
86
+ 7.48%
$430.17 - $527.34 $37K - $45.4K
1.24K $623K
DFAU
Dimensional ETF Tr

ETFs
647
+ 1.68%
$34.53 - $37.67 $22.3K - $24.4K
39.1K $1.47M
FSK
Fs Kkr Capital Corp

Financial Services
1.42K
+ 3.44%
$18.82 - $20.71 $26.7K - $29.4K
42.7K $842K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
2.14K
+ 24.69%
$25.36 - $25.52 $54.3K - $54.6K
10.8K $275K
ABBV
Abb Vie Inc.

Healthcare
425
+ 23.14%
$154.79 - $180.76 $65.8K - $76.8K
2.26K $387K
QCOM
Qualcomm Inc

Technology
2
+ 0.12%
$157.63 - $227.09 $315 - $454
1.63K $324K
T
At&T Inc.

Communication Services
721
+ 3.18%
$16.09 - $19.11 $11.6K - $13.8K
23.4K $447K
Activity Summary
Buys All Purchases 123 New Holdings 11 Increased Positions 112 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email