Acorn Financial Advisory Services Inc Purchases in Q3 2025

Acorn Financial Advisory Services Inc

  • $538 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
71.6K
+ 18.9%
$61.62 - $72.77 $4.41M - $5.21M
450K $32.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
39.8K
+ 27.77%
$91.44 - $91.77 $3.64M - $3.65M
183K $16.8M
VB
Vanguard Small Cap ETF

ETFs
1.72K
+ 1.27%
$237.58 - $259.17 $408K - $446K
137K $34.9M
AVUV
American Centy ETF Tr Avantis

ETFs
1.99K
+ 0.77%
$90.37 - $102.12 $179K - $203K
261K $26M
VEA
Vanguard Ftse Developed Market

ETFs
6.72K
+ 1.02%
$56.02 - $60.3 $376K - $405K
666K $39.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.4K
+ 3.41%
$97.75 - $100.75 $1.31M - $1.35M
405K $40.6M
SPTS
Spdr Portfolio Short Term Trea

ETFs
33K
+ 3.39%
$29.12 - $29.34 $961K - $968K
1.01M $29.5M
GOOGL
Alphabet Inc.

Communication Services
246
+ 1.83%
$174.36 - $254.72 $42.9K - $62.7K
13.7K $3.33M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
281
+ 0.28%
$72.65 - $78.68 $20.4K - $22.1K
101K $7.88M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.44K
+ 22.56%
$195.29 - $223.85 $280K - $321K
7.8K $1.73M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.33K
+ 109.62%
$55.61 - $57.37 $297K - $306K
10.2K $582K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.63K
+ 3.22%
$42.67 - $46.91 $69.4K - $76.3K
52.1K $2.44M
VGT
Vanguard Information Technolog

ETFs
365
New
$656.44 - $753.15 $240K - $275K
365 $272K
XLE
Energy Sector Spdr

ETFs
2.95K
New
$84.25 - $91.99 $249K - $272K
2.95K $263K
XLY
Select Sector Spdr Consumer Di

ETFs
785
+ 24.75%
$216.09 - $242.18 $170K - $190K
3.96K $948K
AMZN
Amazon Com Inc

Consumer Cyclical
1.15K
+ 8.15%
$211.65 - $238.24 $243K - $273K
15.2K $3.34M
NOC
Northrop Grumman Corp

Industrials
386
New
$498.9 - $609.32 $193K - $235K
386 $235K
IEFA
Ishares Tr

ETFs
2.66K
New
$81.7 - $87.53 $217K - $233K
2.66K $232K
PFE
Pfizer Inc

Healthcare
8.8K
New
$23.29 - $25.88 $205K - $228K
8.8K $224K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
5.58K
New
$36.93 - $40.55 $206K - $226K
5.58K $224K
RTX
Raytheon Technologies Corp

Industrials
1.33K
New
$144.19 - $167.33 $192K - $223K
1.33K $223K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
3.94K
New
$49.31 - $57.77 $194K - $228K
3.94K $223K
HEFA
Ishares Currency Hedged Msci E

ETFs
4.8K
+ 25.6%
$37.2 - $39.61 $179K - $190K
23.6K $933K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.58K
+ 27.25%
$72.91 - $77.23 $188K - $199K
12.1K $920K
CAT
Caterpillar Inc

Industrials
451
New
$390.92 - $477.15 $176K - $215K
451 $215K
OXY
Occidental Petroleum Corp

Energy
4.43K
New
$42.54 - $48.1 $188K - $213K
4.43K $209K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
4.12K
New
$47.96 - $50.54 $198K - $208K
4.12K $208K
GLD
Spdr Gold Trust

ETFs
416
+ 35.65%
$300.96 - $355.47 $125K - $148K
1.58K $562K
XLV
Select Sector Spdr Fund Health

ETFs
1.31K
+ 23.84%
$129.01 - $139.72 $168K - $182K
6.78K $943K
IEMG
Ishares Inc

ETFs
3.52K
New
N/A
3.52K $188K
FVD
First Tr Value Line Divid Inde

ETFs
1.97K
+ 3.4%
$44.73 - $46.86 $87.9K - $92.1K
59.7K $2.76M
IVV
Ishares Core S&P 500 ETF

ETFs
81
+ 3.41%
$620.67 - $670.08 $50.3K - $54.3K
2.45K $1.64M
OGN
Organon & Co.

Healthcare
5.57K
+ 5.24%
$8.4 - $10.85 $46.8K - $60.4K
112K $1.19M
FCOM
Fidelity Covington Tr Msci Com

ETFs
1.71K
+ 28.53%
$63.98 - $72.59 $109K - $124K
7.68K $545K
XLI
Industrial Sector Spdr

ETFs
825
+ 21.74%
$147.94 - $154.99 $122K - $128K
4.62K $712K
GBIL
Goldman Sachs Access Treasury

ETFs
1.4K
+ 65.65%
$99.82 - $100.23 $139K - $140K
3.53K $353K
CMPS
Compass Pathways PLC

Healthcare
15K
New
N/A
15K $128K
VTI
Vanguard Total Stock Market Et

ETFs
71
+ 1.75%
$303.93 - $329.86 $21.6K - $23.4K
4.14K $1.36M
VBK
Vanguard Small Cap Growth ETF

ETFs
8
+ 0.15%
$276.51 - $305.12 $2.21K - $2.44K
5.52K $1.64M
CGDV
Capital Group Divid Value ETF

ETFs
2.19K
+ 24.07%
$39.59 - $42.21 $86.5K - $92.2K
11.3K $473K
AVGO
Broadcom Inc.

Technology
87
+ 5.69%
$264.74 - $369.57 $23K - $32.2K
1.62K $532K
IVW
Ishares S&P 500 Growth ETF

ETFs
708
+ 33.4%
$108.97 - $121.65 $77.2K - $86.1K
2.83K $341K
XAR
Spdr S&P Aerospace & Defense E

ETFs
259
+ 13.9%
$205.52 - $234.96 $53.2K - $60.9K
2.12K $498K
VZ
Verizon Communications Inc

Communication Services
2.14K
+ 14.35%
$40.84 - $45.06 $87.5K - $96.6K
17.1K $750K
IWM
Ishares Russell 2000 ETF

ETFs
67
+ 2.14%
$214.92 - $244.84 $14.4K - $16.4K
3.2K $773K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.55K
+ 11.38%
$39.8 - $42.86 $61.5K - $66.3K
15.1K $647K
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.95K
+ 34.0%
$49.57 - $52.57 $96.5K - $102K
7.67K $382K
XOM
Exxon Mobil Corp

Energy
70
+ 0.45%
$105.83 - $117.22 $7.41K - $8.21K
15.5K $1.75M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.59K
+ 17.55%
$26.38 - $27.95 $68.3K - $72.4K
17.3K $473K
Activity Summary
Buys All Purchases 93 New Holdings 15 Increased Positions 78 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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