Acorn Wealth Advisors, LLC Incresed Positions in Q3 2024

Acorn Wealth Advisors, LLC

  • $220 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
51.2K
+ 24.56%
$71.45 - $75.64 $3.66M - $3.87M
260K $19.5M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
33.4K
+ 21.45%
$41.34 - $43.55 $1.38M - $1.45M
189K $8.16M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
36.5K
+ 37.04%
$28.1 - $29.89 $1.03M - $1.09M
135K $4.04M
PULS
Pgim ETF Tr

ETFs
11.5K
+ 16.71%
$49.47 - $49.8 $567K - $570K
80K $3.98M
AAPL
Apple Inc.

Technology
620
+ 3.38%
$207.23 - $234.82 $128K - $146K
19K $4.42M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.38K
+ 2.76%
$83.76 - $91.82 $116K - $127K
51.3K $4.69M
BX
Blackstone Inc.

Financial Services
111
+ 0.7%
$120.77 - $159.66 $13.4K - $17.7K
15.9K $2.44M
XOM
Exxon Mobil Corp

Energy
3.94K
+ 117.77%
$109.72 - $119.0 $432K - $469K
7.28K $853K
VHT
Vanguard Health Care ETF

ETFs
238
+ 1.54%
$261.88 - $288.1 $62.3K - $68.6K
15.7K $4.42M
JPM
Jpmorgan Chase & CO

Financial Services
994
+ 8.53%
$194.9 - $224.8 $194K - $223K
12.7K $2.67M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.13K
+ 18.39%
$92.63 - $105.69 $197K - $225K
13.7K $1.43M
HD
Home Depot, Inc.

Consumer Cyclical
17
+ 0.43%
$333.64 - $405.2 $5.67K - $6.89K
3.98K $1.61M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3.39K
+ 8.97%
$42.87 - $45.76 $145K - $155K
41.2K $1.86M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.68K
+ 3.69%
$54.98 - $59.51 $92.5K - $100K
47.3K $2.81M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.4K
+ 3.93%
$85.84 - $85.84 $292K - $292K
89.9K $7.71M
DIAL
Columbia ETF Tr I Diversified

ETFs
9.03K
+ 14.79%
$17.48 - $18.51 $158K - $167K
70.1K $1.3M
IEF
Ishares Barclays

ETFs
1.96K
+ 70.52%
$92.67 - $99.14 $182K - $195K
4.75K $465K
NVDA
Nvidia Corp

Technology
1.93K
+ 10.83%
$98.91 - $134.91 $190K - $260K
19.7K $2.39M
AMZN
Amazon Com Inc

Consumer Cyclical
1.23K
+ 21.31%
$161.02 - $200.0 $199K - $247K
7.02K $1.31M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.3K
+ 56.44%
$31.05 - $34.29 $134K - $147K
11.9K $408K
PG
Procter & Gamble CO

Consumer Defensive
710
+ 16.06%
$160.76 - $177.82 $114K - $126K
5.13K $888K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
2.49K
+ 7.91%
$23.66 - $26.53 $58.8K - $66K
33.9K $887K
XLK
Technology Sector Spdr

ETFs
689
+ 3.22%
$197.34 - $237.68 $136K - $164K
22.1K $4.99M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
5.59K
+ 50.66%
$19.5 - $20.28 $109K - $113K
16.6K $336K
AVGO
Broadcom Inc.

Technology
2.05K
+ 1244.85%
$136.27 - $1745.86 $280K - $3.59M
2.22K $382K
MRK
Merck & Co., Inc.

Healthcare
1.54K
+ 27.57%
$111.15 - $128.97 $171K - $198K
7.11K $807K
LQIG
Spdr Ser Tr Marketaxess Invt G

ETFs
670
+ 6.83%
$93.45 - $99.55 $62.6K - $66.7K
10.5K $1.04M
DFAI
Dimensional ETF Tr

ETFs
1.65K
+ 6.19%
$28.69 - $32.06 $47.4K - $52.9K
28.3K $900K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.22K
+ 20.71%
$59.25 - $65.33 $72.3K - $79.7K
7.11K $461K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3.61K
+ 12.43%
$19.48 - $20.97 $70.3K - $75.7K
32.6K $678K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.46%
$460.3 - $584.56 $1.84K - $2.34K
871 $509K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
4.49K
+ 22.07%
$19.08 - $19.89 $85.6K - $89.2K
24.8K $493K
GLD
Spdr Gold Trust

ETFs
44
+ 1.38%
$215.56 - $246.98 $9.48K - $10.9K
3.24K $788K
SGOL
Abrdn Gold ETF Trust

ETFs
1.66K
+ 8.41%
$22.26 - $25.51 $36.9K - $42.3K
21.4K $537K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
4.18K
+ 12.71%
$24.05 - $24.42 $100K - $102K
37K $898K
DTE
Dte Energy CO

Utilities
29
+ 0.55%
$108.67 - $128.41 $3.15K - $3.72K
5.33K $684K
META
Meta Platforms, Inc.

Communication Services
18
+ 1.46%
$453.41 - $572.44 $8.16K - $10.3K
1.25K $717K
SIVR
Abrdn Silver ETF Trust

ETFs
1.53K
+ 6.07%
$25.48 - $30.77 $38.9K - $47K
26.7K $794K
IWM
Ishares Russell 2000 ETF

ETFs
317
+ 24.12%
$200.87 - $224.6 $63.7K - $71.2K
1.63K $360K
LLY
Eli Lilly & CO

Healthcare
117
+ 20.45%
$772.14 - $960.02 $90.3K - $112K
689 $610K
FTNT
Fortinet, Inc.

Technology
6
+ 0.12%
$55.39 - $77.55 $332 - $465
5.07K $393K
WMT
Walmart Inc.

Consumer Defensive
462
+ 14.15%
$66.91 - $81.4 $30.9K - $37.6K
3.73K $300K
COST
Costco Wholesale Corp

Consumer Defensive
62
+ 14.29%
$801.83 - $917.05 $49.7K - $56.9K
496 $439K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
1.3K
+ 15.43%
$40.83 - $43.12 $53.1K - $56.1K
9.73K $417K
FSK
Fs Kkr Capital Corp

Financial Services
3.49K
+ 8.18%
$18.74 - $20.43 $65.4K - $71.3K
46.2K $911K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.18K
+ 15.76%
$25.38 - $26.27 $55.2K - $57.1K
16K $419K
CSCO
Cisco Systems, Inc.

Technology
287
+ 3.23%
$44.74 - $53.22 $12.8K - $15.3K
9.18K $488K
PEP
Pepsico Inc

Consumer Defensive
335
+ 23.09%
$161.9 - $179.3 $54.2K - $60.1K
1.79K $303K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
13
+ 0.22%
$95.1 - $106.76 $1.24K - $1.39K
5.97K $637K
Activity Summary
Buys All Purchases 125 New Holdings 27 Increased Positions 98 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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