Acorn Wealth Advisors, LLC Closed Holding Positions

Acorn Wealth Advisors, LLC

  • $293 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CLX
Clorox CO

Consumer Defensive
Q2 2018 Filed on Aug 10, 2018
7
$114.8 - $135.25 $804 - $947
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2018 Filed on Aug 10, 2018
65
N/A
CHKP
Check Point Software Technologies LTD

Technology
Q2 2018 Filed on Aug 10, 2018
32
$95.68 - $104.67 $3.06K - $3.35K
CLR
Continental Resources, Inc

Energy
Q2 2018 Filed on Aug 10, 2018
14
$57.7 - $68.83 $808 - $964
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q2 2018 Filed on Aug 10, 2018
200
$16.77 - $24.71 $3.35K - $4.94K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q2 2018 Filed on Aug 10, 2018
14
$103.06 - $120.77 $1.44K - $1.69K
CLB
Core Laboratories N V

Energy
Q2 2018 Filed on Aug 10, 2018
8
$105.71 - $129.85 $846 - $1.04K
TOLZ
Dj Brookfield Global

ETFs
Q2 2018 Filed on Aug 10, 2018
204
N/A
Tesaro Inc
Q2 2018 Filed on Aug 10, 2018
130
N/A
CL
Colgate Palmolive CO

Consumer Defensive
Q2 2018 Filed on Aug 10, 2018
269
$61.65 - $72.44 $16.6K - $19.5K
TSCO
Tractor Supply CO

Consumer Cyclical
Q2 2018 Filed on Aug 10, 2018
11
$58.32 - $77.95 $642 - $857
Cbs Corp Class B
Q2 2018 Filed on Aug 10, 2018
37
N/A
SPLK
Splunk Inc

Technology
Q2 2018 Filed on Aug 10, 2018
44
$96.44 - $119.5 $4.24K - $5.26K
Transcanada Corp F
Q2 2018 Filed on Aug 10, 2018
207
N/A
CHTR
Charter Communications, Inc.

Communication Services
Q2 2018 Filed on Aug 10, 2018
7
$261.04 - $317.46 $1.83K - $2.22K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q2 2018 Filed on Aug 10, 2018
168
$37.73 - $41.85 $6.34K - $7.03K
SRE
Sempra Energy

Utilities
Q2 2018 Filed on Aug 10, 2018
22
$100.71 - $117.19 $2.22K - $2.58K
SYY
Sysco Corp

Consumer Defensive
Q2 2018 Filed on Aug 10, 2018
22
$58.36 - $68.35 $1.28K - $1.5K
SRCL
Stericycle Inc

Industrials
Q2 2018 Filed on Aug 10, 2018
17
$57.11 - $65.29 $971 - $1.11K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
Q2 2018 Filed on Aug 10, 2018
220
$26.51 - $27.01 $5.83K - $5.94K
Tsakos Energy Nav F
Q2 2018 Filed on Aug 10, 2018
1,200
N/A
Celgene Corp
Q2 2018 Filed on Aug 10, 2018
111
N/A
STT
State Street Corp

Financial Services
Q2 2018 Filed on Aug 10, 2018
14
$93.09 - $104.18 $1.3K - $1.46K
Tier Reit Inc Reit
Q2 2018 Filed on Aug 10, 2018
166
N/A
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 10, 2018
19
$203.13 - $257.6 $3.86K - $4.89K
UL
Unilever PLC

Consumer Defensive
Q2 2018 Filed on Aug 10, 2018
95
$53.51 - $56.46 $5.08K - $5.36K
SNY
Sanofi

Healthcare
Q2 2018 Filed on Aug 10, 2018
227
$37.63 - $41.22 $8.54K - $9.36K
Time Warner Inc
Q2 2018 Filed on Aug 10, 2018
172
N/A
UHS
Universal Health Services Inc

Healthcare
Q2 2018 Filed on Aug 10, 2018
84
$111.44 - $122.04 $9.36K - $10.3K
Tiffany & CO
Q2 2018 Filed on Aug 10, 2018
80
N/A
Torchmark Corp
Q2 2018 Filed on Aug 10, 2018
15
N/A
CB
Chubb LTD

Financial Services
Q2 2018 Filed on Aug 10, 2018
61
$124.57 - $138.29 $7.6K - $8.44K
SON
Sonoco Products CO

Consumer Cyclical
Q2 2018 Filed on Aug 10, 2018
24
$47.28 - $53.47 $1.13K - $1.28K
UAL
United Airlines Holdings, Inc.

Industrials
Q2 2018 Filed on Aug 10, 2018
97
$64.87 - $74.49 $6.29K - $7.23K
SPGI
S&P Global Inc.

Financial Services
Q2 2018 Filed on Aug 10, 2018
7
$186.63 - $208.68 $1.31K - $1.46K
CE
Celanese Corp

Basic Materials
Q2 2018 Filed on Aug 10, 2018
15
$98.23 - $117.97 $1.47K - $1.77K
ARCC
Ares Capital Corp

Financial Services
Q2 2018 Filed on Aug 10, 2018
241
$15.9 - $17.09 $3.83K - $4.12K
PLD
Prologis, Inc.

Real Estate
Q2 2018 Filed on Aug 10, 2018
82
$61.24 - $66.58 $5.02K - $5.46K
Rite Aid Corporation
Q2 2018 Filed on Aug 10, 2018
2,300
N/A
AMP
Ameriprise Financial Inc

Financial Services
Q2 2018 Filed on Aug 10, 2018
5
$131.49 - $148.75 $657 - $744
Rockwell Medical Inc
Q2 2018 Filed on Aug 10, 2018
386
N/A
XLU
Utilities Sector Spdr

ETFs
Q2 2018 Filed on Aug 10, 2018
150
N/A
Sorl Auto Parts Inc
Q2 2018 Filed on Aug 10, 2018
400
N/A
Spdr Blmbrg Brcly Hgh Yld Bnd ETF
Q2 2018 Filed on Aug 10, 2018
52
N/A
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q2 2018 Filed on Aug 10, 2018
100
N/A
KIE
Spdr S&P Insurance ETF

ETFs
Q2 2018 Filed on Aug 10, 2018
254
N/A
PRGO
Perrigo CO PLC

Healthcare
Q2 2018 Filed on Aug 10, 2018
10
$72.91 - $84.0 $729 - $840
Andeavor
Q2 2018 Filed on Aug 10, 2018
17
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q2 2018 Filed on Aug 10, 2018
26
$81.58 - $102.93 $2.12K - $2.68K
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