Acorn Wealth Advisors, LLC Reduced Holdings in Q4 2024

Acorn Wealth Advisors, LLC

  • $226 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-626
- 12.08%
$61.68 - $67.87 $38.6K - $42.5K
4.56K $283K
IBM
International Business Machines Corp

Technology
-142
- 2.92%
$204.9 - $238.04 $29.1K - $33.8K
4.72K $1.04M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-358
- 4.63%
$97.11 - $104.1 $34.8K - $37.3K
7.38K $722K
STWD
Starwood Property Trust, Inc.

Real Estate
-483
- 2.81%
$18.95 - $20.37 $9.15K - $9.84K
16.7K $316K
PEP
Pepsico Inc

Consumer Defensive
-5
- 0.28%
$151.29 - $176.1 $756 - $881
1.78K $270K
RTX
Raytheon Technologies Corp

Industrials
-22
- 0.42%
$114.45 - $127.21 $2.52K - $2.8K
5.16K $596K
QCOM
Qualcomm Inc

Technology
-23
- 1.48%
$150.4 - $178.04 $3.46K - $4.09K
1.54K $235K
IWM
Ishares Russell 2000 ETF

ETFs
-126
- 7.73%
$216.13 - $242.4 $27.2K - $30.5K
1.51K $332K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-73
- 1.07%
$40.41 - $45.12 $2.95K - $3.29K
6.78K $274K
VPU
Vanguard Utilities ETF

ETFs
-16
- 0.75%
$160.52 - $179.11 $2.57K - $2.87K
2.12K $346K
IVV
Ishares Core S&P 500 ETF

ETFs
-51
- 9.41%
$570.51 - $610.59 $29.1K - $31.1K
491 $289K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-102
- 0.71%
$51.54 - $52.55 $5.26K - $5.36K
14.3K $739K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-201
- 1.26%
$17.21 - $18.41 $3.46K - $3.7K
15.8K $272K
HYGV
Flexshares Tr High Yield Value

ETFs
-192
- 1.74%
$40.53 - $41.51 $7.78K - $7.97K
10.8K $439K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-1.05K
- 9.48%
$11.1 - $12.03 $11.7K - $12.6K
10K $113K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-274
- 7.31%
$57.38 - $61.11 $15.7K - $16.7K
3.47K $202K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-320
- 3.78%
$40.97 - $42.66 $13.1K - $13.7K
8.14K $336K
T
At&T Inc.

Communication Services
-1.56K
- 6.92%
$21.22 - $23.88 $33K - $37.1K
20.9K $476K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-295
- 5.08%
$76.21 - $82.24 $22.5K - $24.3K
5.51K $428K
K
Kellogg CO

Consumer Defensive
-206
- 5.46%
$80.34 - $81.29 $16.6K - $16.7K
3.57K $288K
VT
Vanguard Total World Stk Index

ETFs
-50
- 2.05%
$117.09 - $123.07 $5.85K - $6.15K
2.39K $280K
PAVE
Global X Fds Us Infrastructure

ETFs
-23
- 0.19%
$40.41 - $45.95 $929 - $1.06K
12K $483K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-70
- 0.87%
$42.33 - $43.3 $2.96K - $3.03K
7.98K $340K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-142
- 3.39%
$78.43 - $87.17 $11.1K - $12.4K
4.05K $324K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-69
- 2.02%
$59.74 - $60.03 $4.12K - $4.14K
3.35K $200K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-42
- 0.63%
$50.81 - $51.59 $2.13K - $2.17K
6.61K $337K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-107
- 2.04%
$83.09 - $89.28 $8.89K - $9.55K
5.14K $436K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-13
- 0.74%
$126.68 - $134.74 $1.65K - $1.75K
1.75K $223K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-45
- 0.37%
$25.35 - $25.53 $1.14K - $1.15K
12.2K $309K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1
- 0.06%
$563.99 - $620.12 $564 - $620
1.57K $894K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-2.88K
- 16.07%
N/A
15K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-3.35K
- 4.75%
N/A
67.3K $0
Valued Advisers Tr
-7.37K
- 23.9%
N/A
23.5K $0
VGT
Vanguard Information Technolog

ETFs
-36
- 5.68%
$571.78 - $647.97 $20.6K - $23.3K
598 $371K
JPHY
Jp Morgan High Yield Research

ETFs
-2.19K
- 24.15%
N/A
6.86K $0
FV
First Trust Dorsey Wright Focu

ETFs
-36
- 0.95%
$57.47 - $62.82 $2.07K - $2.26K
3.73K $220K
LRNZ
Trueshares Technology, Ai & De

ETFs
-189
- 2.71%
$36.69 - $44.37 $6.93K - $8.39K
6.78K $264K
KR
Kroger CO

Consumer Defensive
-105
- 2.33%
$55.21 - $63.3 $5.8K - $6.65K
4.41K $269K
HWM
Howmet Aerospace Inc.

Industrials
-98
- 3.59%
$99.72 - $120.09 $9.77K - $11.8K
2.63K $287K
ENB
Enbridge Inc

Energy
-57
- 0.63%
$40.4 - $43.92 $2.3K - $2.5K
9.04K $383K
GOOG
Alphabet Inc.

Communication Services
-151
- 7.21%
$163.08 - $198.16 $24.6K - $29.9K
1.94K $369K
BA
Boeing CO

Industrials
-16
- 1.17%
$138.14 - $180.72 $2.21K - $2.89K
1.35K $238K
WMT
Walmart Inc.

Consumer Defensive
-2
- 0.05%
$79.1 - $95.7 $158 - $191
3.72K $336K
WFC
Wells Fargo & Company

Financial Services
-275
- 6.48%
$54.98 - $77.35 $15.1K - $21.3K
3.97K $278K
SKYY
First Trust Cloud Computing Et

ETFs
-210
- 4.49%
$99.98 - $130.46 $21K - $27.4K
4.46K $531K
KMI
Kinder Morgan, Inc.

Energy
-1.59K
- 7.79%
$22.59 - $28.54 $35.8K - $45.3K
18.8K $514K
GOOGL
Alphabet Inc.

Communication Services
-128
- 2.97%
$161.86 - $196.66 $20.7K - $25.2K
4.19K $792K
FTNT
Fortinet, Inc.

Technology
-1
- 0.02%
$76.49 - $99.21 $76.5 - $99.2
5.07K $478K
DIS
Walt Disney CO

Communication Services
-61
- 0.8%
$92.39 - $117.6 $5.64K - $7.17K
7.59K $845K
Activity Summary
Buys All Purchases 113 New Holdings 20 Increased Positions 93 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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