Acorn Financial Advisory Services Inc Purchases in Q3 2024

Acorn Financial Advisory Services Inc

  • $508 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
72
+ 0.05%
$475.2 - $527.7 $34.2K - $38K
139K $73.1M
MSTR
Microstrategy Inc

Technology
62.7K
+ 1116.64%
$114.3 - $1800.09 $7.17M - $113M
68.3K $11.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.5K
+ 4.15%
$96.25 - $101.98 $1.49M - $1.58M
389K $39.3M
AVUV
American Centy ETF Tr Avantis

ETFs
437
+ 0.16%
$88.24 - $99.7 $38.6K - $43.6K
278K $26.7M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
17.6K
+ 108.54%
$98.97 - $99.59 $1.74M - $1.75M
33.9K $3.37M
SPTS
Spdr Portfolio Short Term Trea

ETFs
35.5K
+ 3.85%
$28.75 - $29.46 $1.02M - $1.04M
956K $28.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.94K
+ 130.93%
$405.19 - $478.57 $1.19M - $1.41M
5.18K $2.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.33K
+ 4.84%
$434.77 - $502.96 $579K - $670K
28.8K $14.1M
LMT
Lockheed Martin Corp

Industrials
5
+ 0.08%
$460.3 - $584.56 $2.3K - $2.92K
6.46K $3.77M
OGN
Organon & Co.

Healthcare
38.8K
New
$18.65 - $23.03 $724K - $894K
38.8K $742K
UNH
Unitedhealth Group Inc

Healthcare
449
+ 92.39%
$488.01 - $604.18 $219K - $271K
935 $546K
PGR
Progressive Corp

Financial Services
911
New
$209.46 - $259.24 $191K - $236K
911 $231K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
207
+ 0.45%
$27.19 - $32.45 $5.63K - $6.72K
46.4K $1.49M
LDOS
Leidos Holdings, Inc.

Technology
1.4K
New
$142.66 - $163.02 $199K - $228K
1.4K $227K
NKE
Nike, Inc.

Consumer Cyclical
2.55K
New
$71.09 - $89.44 $181K - $228K
2.55K $225K
IQV
Iqvia Holdings Inc.

Healthcare
945
New
$206.81 - $251.55 $195K - $238K
945 $223K
BWMN
Bowman Consulting Group Ltd.

Industrials
9.03K
New
$21.5 - $35.95 $194K - $325K
9.03K $217K
CGDV
Capital Group Divid Value ETF

ETFs
5.93K
New
$32.96 - $36.48 $195K - $216K
5.93K $215K
SBUX
Starbucks Corp

Consumer Cyclical
2.16K
New
$72.51 - $98.6 $157K - $213K
2.16K $210K
NOC
Northrop Grumman Corp

Industrials
391
New
$423.73 - $533.14 $166K - $208K
391 $206K
VHT
Vanguard Health Care ETF

ETFs
712
New
$261.88 - $288.1 $186K - $205K
712 $200K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
900
+ 7.0%
$77.23 - $87.97 $69.5K - $79.2K
13.8K $1.19M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
964
+ 5.72%
$71.9 - $79.86 $69.3K - $77K
17.8K $1.42M
XLP
Consumer Staples Sector Spdr

ETFs
2.45K
New
$76.04 - $76.04 $187K - $187K
2.45K $186K
CGGR
Capital Group Growth ETF Shs C

ETFs
4.18K
+ 39.31%
$30.71 - $34.79 $128K - $146K
14.8K $515K
VXF
Vanguard Extended Market ETF

ETFs
107
+ 1.02%
$163.98 - $182.92 $17.5K - $19.6K
10.6K $1.92M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.75K
+ 28.12%
$44.83 - $47.42 $123K - $130K
12.5K $589K
MCD
Mcdonalds Corp

Consumer Cyclical
159
+ 12.35%
$245.82 - $304.51 $39.1K - $48.4K
1.45K $440K
DGRO
Ishares Core Dividend Growth E

ETFs
508
+ 3.37%
$57.47 - $62.76 $29.2K - $31.9K
15.6K $976K
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 0.08%
$247.34 - $300.11 $495 - $600
2.62K $780K
VTV
Vanguard Value ETF

ETFs
452
+ 29.48%
$159.75 - $174.57 $72.2K - $78.9K
1.99K $346K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
10.3K
New
$8.26 - $12.16 $85.4K - $126K
10.3K $92K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.26K
+ 9.74%
$36.98 - $41.55 $46.7K - $52.4K
14.2K $584K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
77
+ 0.65%
$66.31 - $74.08 $5.11K - $5.7K
11.8K $869K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
664
+ 14.61%
$76.38 - $78.87 $50.7K - $52.4K
5.21K $409K
BND
Vanguard Bd Index Fd Inc Total

ETFs
493
+ 13.46%
$71.45 - $75.64 $35.2K - $37.3K
4.16K $312K
DUK
Duke Energy Corp

Utilities
1
+ 0.03%
$99.35 - $117.71 $99.4 - $118
3.24K $374K
V
Visa Inc.

Financial Services
78
+ 3.6%
$253.74 - $291.56 $19.8K - $22.7K
2.24K $616K
XLU
Utilities Sector Spdr

ETFs
3
+ 0.09%
$67.67 - $80.78 $203 - $242
3.43K $277K
ZION
Zions Bancorporation, National Association

Financial Services
59
+ 0.55%
$42.49 - $52.53 $2.51K - $3.1K
10.8K $509K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
180
+ 11.43%
$169.73 - $204.18 $30.6K - $36.8K
1.76K $346K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.04%
$120.56 - $135.44 $121 - $135
2.72K $367K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1
+ 0.02%
$57.69 - $64.56 $57.7 - $64.6
5.77K $368K
AVGO
Broadcom Inc.

Technology
1.31K
+ 947.1%
$136.27 - $1745.86 $178K - $2.28M
1.45K $249K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27
+ 0.72%
$77.02 - $85.06 $2.08K - $2.3K
3.77K $318K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
351
+ 1.53%
$23.04 - $24.06 $8.09K - $8.45K
23.3K $559K
FV
First Trust Dorsey Wright Focu

ETFs
372
+ 7.07%
$51.35 - $59.82 $19.1K - $22.3K
5.63K $328K
JPM
Jpmorgan Chase & CO

Financial Services
30
+ 1.51%
$194.9 - $224.8 $5.85K - $6.74K
2.02K $426K
WGO
Winnebago Industries Inc

Consumer Cyclical
15
+ 0.28%
$49.68 - $62.52 $745 - $938
5.37K $311K
Activity Summary
Buys All Purchases 69 New Holdings 13 Increased Positions 56 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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