Acorn Wealth Advisors, LLC Sells in Q2 2024

Acorn Wealth Advisors, LLC

  • $194 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.53K
- 2.87%
$75.81 - $80.15 $343K - $363K
153K $11.9M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-8.51K
- 22.87%
$62.61 - $66.18 $532K - $563K
28.7K $1.86M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.87K
- 5.34%
$75.69 - $81.19 $217K - $233K
50.9K $3.96M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.97K
- 21.58%
$57.57 - $63.3 $344K - $378K
21.7K $1.36M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.31K
- 13.83%
$81.05 - $81.66 $268K - $270K
20.6K $1.68M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-700
- 7.78%
$142.71 - $160.59 $99.9K - $112K
8.3K $1.21M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.84K
- 16.08%
$67.82 - $72.36 $125K - $133K
9.6K $665K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.96K
- 3.77%
$79.92 - $84.63 $157K - $166K
50K $4.19M
IBM
International Business Machines Corp

Technology
-251
- 4.69%
$164.43 - $190.9 $41.3K - $47.9K
5.11K $883K
FIW
First Trust Water ETF

ETFs
-875
- 4.9%
$96.61 - $107.24 $84.5K - $93.8K
17K $1.7M
CSX
Csx Corp

Industrials
-202
- 0.7%
$32.18 - $36.78 $6.5K - $7.43K
28.9K $965K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.88K
- 7.34%
$37.19 - $39.82 $69.9K - $74.9K
23.7K $911K
VZ
Verizon Communications Inc

Communication Services
-1.93K
- 19.53%
$38.6 - $42.84 $74.6K - $82.8K
7.96K $328K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.29K
- 25.34%
$52.5 - $56.42 $67.5K - $72.5K
3.79K $213K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-47
- 0.39%
$73.16 - $77.93 $3.44K - $3.66K
12K $886K
DIAL
Columbia ETF Tr I Diversified

ETFs
-3.04K
- 4.74%
$17.21 - $17.79 $52.3K - $54.1K
61.1K $1.08M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-784
- 6.43%
$45.24 - $49.04 $35.5K - $38.4K
11.4K $541K
FVD
First Tr Value Line Divid Inde

ETFs
-507
- 2.31%
$39.94 - $42.43 $20.2K - $21.5K
21.5K $874K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-212
- 3.43%
$95.76 - $100.68 $20.3K - $21.3K
5.96K $573K
UNP
Union Pacific Corp

Industrials
-48
- 2.8%
$221.38 - $247.4 $10.6K - $11.9K
1.67K $377K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-813
- 11.37%
$51.16 - $55.11 $41.6K - $44.8K
6.34K $336K
KR
Kroger CO

Consumer Defensive
-142
- 2.93%
$49.37 - $57.82 $7.01K - $8.21K
4.7K $234K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-580
- 14.11%
$59.55 - $59.81 $34.5K - $34.7K
3.53K $210K
PAVE
Global X Fds Us Infrastructure

ETFs
-40
- 0.33%
$36.91 - $39.72 $1.48K - $1.59K
12K $443K
DOW
Dow Inc.

Basic Materials
-41
- 0.63%
$52.96 - $59.99 $2.17K - $2.46K
6.49K $344K
F
Ford Motor CO

Consumer Cyclical
-357
- 1.02%
$11.56 - $13.65 $4.13K - $4.87K
34.8K $436K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-311
- 4.85%
$69.6 - $72.8 $21.6K - $22.6K
6.1K $439K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-154
- 3.78%
$65.44 - $71.94 $10.1K - $11.1K
3.92K $256K
IEF
Ishares Barclays

ETFs
-278
- 9.08%
$91.24 - $94.6 $25.4K - $26.3K
2.79K $260K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-286
- 5.96%
$67.03 - $68.47 $19.2K - $19.6K
4.51K $306K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-114
- 2.65%
$70.34 - $76.15 $8.02K - $8.68K
4.18K $305K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-172
- 3.99%
$54.36 - $57.86 $9.35K - $9.95K
4.14K $231K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-124
- 0.43%
$19.15 - $20.2 $2.37K - $2.5K
29K $571K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-93
- 2.17%
$71.74 - $75.86 $6.67K - $7.05K
4.19K $310K
GNL
Global Net Lease, Inc.

Real Estate
-493
- 1.95%
$6.57 - $7.83 $3.24K - $3.86K
24.8K $181K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-220
- 3.7%
$44.66 - $45.99 $9.83K - $10.1K
5.72K $260K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-56
- 2.21%
$104.54 - $108.46 $5.85K - $6.07K
2.48K $265K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-62
- 1.4%
$76.09 - $82.16 $4.72K - $5.09K
4.37K $342K
CMS
Cms Energy Corp

Utilities
-66
- 0.87%
$56.89 - $63.24 $3.75K - $4.17K
7.52K $447K
SKYY
First Trust Cloud Computing Et

ETFs
-100
- 2.06%
$88.77 - $96.97 $8.88K - $9.7K
4.75K $453K
HYGV
Flexshares Tr High Yield Value

ETFs
-56
- 0.51%
$39.93 - $40.71 $2.24K - $2.28K
11K $445K
FTSL
First Trust Senior Ln Fund

ETFs
-141
- 2.42%
$45.71 - $46.33 $6.45K - $6.53K
5.68K $259K
DTE
Dte Energy CO

Utilities
-21
- 0.39%
$103.2 - $117.18 $2.17K - $2.46K
5.3K $588K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-17
- 0.96%
$114.71 - $121.51 $1.95K - $2.07K
1.75K $208K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-56
- 0.66%
$40.33 - $41.54 $2.26K - $2.33K
8.43K $347K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-65
- 1.27%
$45.93 - $47.36 $2.99K - $3.08K
5.05K $236K
FV
First Trust Dorsey Wright Focu

ETFs
-73
- 1.84%
$52.41 - $57.79 $3.83K - $4.22K
3.9K $223K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-24
- 0.23%
$47.58 - $48.41 $1.14K - $1.16K
10.3K $495K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-631
- 5.31%
$10.62 - $11.46 $6.7K - $7.23K
11.3K $128K
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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