Acorn Wealth Advisors, LLC Reduced Holdings in Q3 2025

Acorn Wealth Advisors, LLC

  • $293 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
-34K
- 59.78%
$46.37 - $47.77 $1.58M - $1.62M
22.9K $1.09M
VHT
Vanguard Health Care ETF

ETFs
-3.57K
- 51.69%
$239.12 - $259.95 $854K - $929K
3.34K $866K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.86K
- 38.73%
$78.11 - $79.07 $535K - $542K
10.8K $855K
PULS
Pgim ETF Tr

ETFs
-3.9K
- 4.12%
$49.58 - $49.83 $193K - $194K
90.8K $4.52M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.11K
- 6.69%
$55.61 - $57.37 $173K - $178K
43.3K $2.47M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.03K
- 8.11%
$43.36 - $44.8 $132K - $136K
34.4K $1.53M
DIAL
Columbia ETF Tr I Diversified

ETFs
-6.75K
- 11.59%
$17.97 - $18.51 $121K - $125K
51.5K $950K
FVD
First Tr Value Line Divid Inde

ETFs
-2.7K
- 14.89%
$44.73 - $46.86 $121K - $126K
15.4K $712K
VTV
Vanguard Value ETF

ETFs
-1.22K
- 9.12%
$175.51 - $186.57 $214K - $227K
12.1K $2.26M
ABT
Abbott Laboratories

Healthcare
-493
- 21.9%
$120.51 - $136.62 $59.4K - $67.4K
1.76K $235K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.62K
- 17.79%
$52.12 - $55.33 $84.3K - $89.5K
7.47K $413K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.16K
- 20.0%
$63.41 - $69.69 $73.6K - $80.8K
4.64K $317K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.62K
- 22.78%
$42.26 - $47.16 $68.5K - $76.4K
5.49K $254K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-823
- 16.14%
$63.98 - $69.04 $52.7K - $56.8K
4.28K $284K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.11K
- 13.35%
$45.72 - $47.27 $50.7K - $52.5K
7.2K $338K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-542
- 8.87%
$81.76 - $86.36 $44.3K - $46.8K
5.57K $472K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-800
- 14.61%
$48.72 - $50.73 $39K - $40.6K
4.68K $230K
CHD
Church & Dwight CO Inc

Consumer Defensive
-75
- 2.26%
$85.84 - $99.09 $6.44K - $7.43K
3.25K $284K
PFE
Pfizer Inc

Healthcare
-1.83K
- 13.75%
$23.29 - $25.88 $42.6K - $47.3K
11.5K $291K
HWM
Howmet Aerospace Inc.

Industrials
-286
- 11.74%
$171.0 - $196.23 $48.9K - $56.1K
2.15K $422K
PM
Philip Morris International Inc.

Consumer Defensive
-9
- 0.65%
$157.77 - $183.27 $1.42K - $1.65K
1.37K $221K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-631
- 2.34%
$72.01 - $74.44 $45.4K - $47K
26.4K $1.94M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-379
- 7.21%
$101.12 - $106.18 $38.3K - $40.2K
4.88K $503K
KMI
Kinder Morgan, Inc.

Energy
-230
- 1.31%
$26.23 - $28.5 $6.03K - $6.56K
17.3K $490K
KO
Coca Cola CO

Consumer Defensive
-40
- 0.8%
$65.67 - $71.67 $2.63K - $2.87K
4.96K $329K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-6.15K
- 5.42%
$31.79 - $33.42 $195K - $205K
107K $3.59M
GLDM
World Gold Trust

ETFs
-2.19K
- 16.4%
$64.73 - $76.45 $141K - $167K
11.1K $851K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-1.01K
- 11.09%
$23.96 - $24.81 $24.2K - $25.1K
8.12K $201K
PEP
Pepsico Inc

Consumer Defensive
-246
- 14.19%
$133.81 - $152.16 $32.9K - $37.4K
1.49K $208K
KR
Kroger CO

Consumer Defensive
-67
- 1.98%
$64.52 - $74.35 $4.32K - $4.98K
3.31K $223K
WFC
Wells Fargo & Company

Financial Services
-365
- 10.0%
$77.05 - $85.16 $28.1K - $31.1K
3.28K $275K
T
At&T Inc.

Communication Services
-95
- 0.49%
$26.94 - $29.62 $2.56K - $2.81K
19.3K $546K
GBIL
Goldman Sachs Access Treasury

ETFs
-153
- 5.39%
$99.82 - $100.23 $15.3K - $15.3K
2.69K $269K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-717
- 1.63%
$92.18 - $95.14 $66.1K - $68.2K
43.3K $4.12M
NRG
Nrg Energy, Inc.

Utilities
-78
- 5.83%
$144.77 - $173.91 $11.3K - $13.6K
1.26K $203K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-228
- 3.68%
$50.7 - $51.11 $11.6K - $11.7K
5.97K $304K
DFAI
Dimensional ETF Tr

ETFs
-1.78K
- 5.8%
$34.05 - $36.55 $60.4K - $64.9K
28.8K $1.05M
TT
Trane Technologies PLC

Industrials
-1
- 0.19%
$398.96 - $472.54 $399 - $473
521 $219K
LQIG
Spdr Ser Tr Marketaxess Invt G

ETFs
-227
- 2.25%
$93.95 - $97.7 $21.3K - $22.2K
9.86K $956K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-326
- 2.62%
$33.26 - $34.01 $10.8K - $11.1K
12.1K $410K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-241
- 3.02%
$41.18 - $42.48 $9.92K - $10.2K
7.73K $326K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-607
- 4.01%
$17.81 - $18.39 $10.8K - $11.2K
14.5K $265K
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
-899
- 3.83%
$10.65 - $11.47 $9.57K - $10.3K
22.6K $254K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-387
- 5.01%
$81.61 - $86.58 $31.6K - $33.5K
7.33K $625K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-381
- 7.22%
$60.01 - $65.01 $22.9K - $24.8K
4.89K $318K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-1.93K
- 1.2%
$41.8 - $43.15 $80.5K - $83.1K
159K $6.8M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-231
- 5.21%
$78.88 - $85.2 $18.2K - $19.7K
4.2K $350K
SMOT
Vaneck ETF Tr Morningstar Smid
-10.3K
- 29.24%
N/A
25K $0
Amplify ETF Tr
-23
- 0.89%
N/A
2.55K $0
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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