Acorn Wealth Advisors, LLC Incresed Positions 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
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
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
6.57K
+ 21.02%
$42.01 - $43.6 $276K - $286K
37.8K $1.63M
VIG
Vanguard Dividend Appreciation

ETFs
1.42K
+ 5.43%
$173.33 - $185.29 $245K - $262K
27.5K $5.02M
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
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
145
+ 9.27%
$516.55 - $556.17 $74.9K - $80.6K
1.71K $914K
GLD
Spdr Gold Trust

ETFs
66
+ 2.11%
$207.82 - $224.56 $13.7K - $14.8K
3.2K $687K
ADBE
Adobe Inc.

Technology
31
+ 6.43%
$439.02 - $555.54 $13.6K - $17.2K
513 $284K
DFAS
Dimensional ETF Tr U S Small C

ETFs
846
+ 16.77%
$57.42 - $62.37 $48.6K - $52.8K
5.89K $353K
JPM
Jpmorgan Chase & CO

Financial Services
77
+ 0.66%
$180.08 - $204.79 $13.9K - $15.8K
11.7K $2.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
467
+ 11.82%
$102.13 - $110.88 $47.7K - $51.8K
4.42K $471K
SGOL
Abrdn Gold ETF Trust

ETFs
628
+ 3.29%
$21.45 - $23.19 $13.5K - $14.6K
19.7K $438K
NVO
Novo Nordisk A S

Healthcare
46
+ 2.71%
$122.71 - $146.91 $5.64K - $6.76K
1.75K $249K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
709
+ 10.08%
$41.64 - $42.32 $29.5K - $30K
7.75K $326K
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
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