Acorn Wealth Advisors, LLC Sells in Q4 2024

Acorn Wealth Advisors, LLC

  • $226 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-21.9K
- 11.6%
$41.17 - $43.34 $903K - $950K
167K $6.91M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.64K
- 1.4%
$71.75 - $75.11 $261K - $274K
256K $18.4M
DFIV
Dimensional ETF Tr

ETFs
-24.1K
- 74.94%
$34.86 - $37.97 $839K - $914K
8.05K $285K
VHT
Vanguard Health Care ETF

ETFs
-1.69K
- 10.78%
$250.81 - $283.3 $424K - $478K
14K $3.55M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-14.6K
- 76.49%
$49.36 - $53.72 $721K - $785K
4.49K $221K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-13.8K
- 40.77%
$23.01 - $26.06 $318K - $360K
20.1K $464K
VTI
Vanguard Total Stock Market Et

ETFs
-1.42K
- 14.06%
$280.04 - $302.45 $399K - $431K
8.7K $2.52M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-6.31K
- 11.81%
$61.52 - $66.5 $388K - $419K
47.1K $3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2K
- 3.89%
$88.59 - $94.57 $177K - $189K
49.3K $4.38M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-5.16K
- 8.37%
$46.75 - $47.8 $241K - $247K
56.5K $2.65M
DFAI
Dimensional ETF Tr

ETFs
-7.24K
- 25.55%
$29.0 - $31.6 $210K - $229K
21.1K $615K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.16K
- 23.42%
$70.1 - $76.53 $151K - $165K
7.05K $498K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.06K
- 7.2%
$69.58 - $74.87 $143K - $154K
26.6K $1.86M
GLDM
World Gold Trust

ETFs
-3.31K
- 19.7%
$50.76 - $55.23 $168K - $183K
13.5K $701K
FIW
First Trust Water ETF

ETFs
-273
- 1.62%
$102.02 - $110.91 $27.9K - $30.3K
16.6K $1.69M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-308
- 17.71%
$521.84 - $558.82 $161K - $172K
1.43K $771K
FVD
First Tr Value Line Divid Inde

ETFs
-2.43K
- 11.9%
$43.4 - $46.7 $105K - $113K
18K $783K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-813
- 1.72%
$57.53 - $60.83 $46.8K - $49.5K
46.5K $2.67M
DIAL
Columbia ETF Tr I Diversified

ETFs
-4.08K
- 5.81%
$17.52 - $18.45 $71.4K - $75.2K
66.1K $1.16M
DFAU
Dimensional ETF Tr

ETFs
-4.12K
- 10.6%
$39.27 - $42.38 $162K - $174K
34.7K $1.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.33K
- 6.41%
$81.68 - $82.93 $109K - $110K
19.4K $1.59M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-3.83K
- 33.23%
$26.05 - $29.17 $99.7K - $112K
7.69K $201K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.08K
- 3.98%
$50.37 - $50.6 $105K - $105K
50.1K $2.52M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.6K
- 17.63%
$50.06 - $55.0 $80.1K - $88K
7.48K $375K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-503
- 1.22%
$42.84 - $45.38 $21.5K - $22.8K
40.7K $1.75M
PG
Procter & Gamble CO

Consumer Defensive
-458
- 8.92%
$161.05 - $179.7 $73.8K - $82.3K
4.67K $783K
SPY
Spdr S&P 500 ETF Trust

ETFs
-222
- 9.52%
$567.81 - $607.81 $126K - $135K
2.11K $1.24M
MRK
Merck & Co., Inc.

Healthcare
-7
- 0.1%
$96.31 - $114.76 $674 - $803
7.1K $706K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-572
- 9.57%
$99.2 - $108.47 $56.7K - $62K
5.4K $537K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.8K
- 24.28%
$49.79 - $51.14 $89.6K - $92.1K
5.61K $281K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.28K
- 13.49%
$51.09 - $55.27 $65.3K - $70.7K
8.2K $419K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-976
- 17.94%
$52.1 - $57.26 $50.8K - $55.9K
4.46K $232K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.4K
- 12.86%
$48.48 - $49.47 $68K - $69.4K
9.5K $462K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-1.34K
- 13.76%
$40.84 - $42.74 $54.7K - $57.2K
8.39K $343K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.04K
- 13.74%
$44.04 - $49.49 $45.8K - $51.4K
6.52K $287K
DTE
Dte Energy CO

Utilities
-239
- 4.49%
$117.04 - $129.77 $28K - $31K
5.09K $614K
CSX
Csx Corp

Industrials
-114
- 0.4%
$31.58 - $36.88 $3.6K - $4.2K
28.7K $925K
PULS
Pgim ETF Tr

ETFs
-795
- 0.99%
$49.51 - $49.79 $39.4K - $39.6K
79.2K $3.92M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-6
- 0.15%
$59.25 - $72.99 $356 - $438
3.92K $234K
DFAE
Dimensional ETF Tr

ETFs
-925
- 6.4%
$25.36 - $28.15 $23.5K - $26K
13.5K $343K
KO
Coca Cola CO

Consumer Defensive
-59
- 1.14%
$61.74 - $71.71 $3.64K - $4.23K
5.12K $318K
SPYG
Spdr Portfolio

ETFs
-877
- 17.64%
$81.74 - $91.38 $71.7K - $80.1K
4.09K $359K
ABBV
Abb Vie Inc.

Healthcare
-64
- 3.06%
$164.99 - $203.87 $10.6K - $13K
2.03K $359K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-2.97K
- 20.62%
$17.93 - $18.8 $53.3K - $55.9K
11.4K $208K
ADBE
Adobe Inc.

Technology
-3
- 0.45%
$437.39 - $552.96 $1.31K - $1.66K
662 $294K
PBA
Pembina Pipeline Corp

Energy
-278
- 3.3%
$35.89 - $43.35 $9.98K - $12.1K
8.15K $300K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-565
- 10.03%
$67.38 - $75.88 $38.1K - $42.9K
5.07K $343K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-132
- 3.1%
$75.1 - $82.99 $9.91K - $11K
4.13K $312K
INTC
Intel Corp

Technology
-181
- 1.6%
$19.07 - $26.23 $3.45K - $4.75K
11.1K $223K
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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