Acorn Financial Advisory Services Inc Purchases in Q1 2025

Acorn Financial Advisory Services Inc

  • $461 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
334K
New
$49.74 - $58.96 $16.6M - $19.7M
334K $19.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
72.9K
+ 1144.53%
$91.45 - $91.75 $6.66M - $6.69M
79.2K $7.27M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
12.3K
+ 41.96%
$99.16 - $99.52 $1.22M - $1.23M
41.7K $4.15M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.08K
New
$237.72 - $276.98 $732K - $853K
3.08K $753K
AES
Aes Corp

Utilities
41.7K
+ 62.53%
$9.93 - $13.23 $414K - $552K
108K $1.35M
OGN
Organon & Co.

Healthcare
30.8K
+ 44.52%
$14.29 - $16.41 $440K - $505K
100K $1.49M
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
25.5K
+ 12.48%
$7.15 - $8.48 $182K - $216K
230K $1.85M
COLL
Collegium Pharmaceutical, Inc

Healthcare
9.98K
+ 34.79%
$28.04 - $33.91 $280K - $338K
38.7K $1.15M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.52K
New
$157.71 - $180.77 $240K - $275K
1.52K $244K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.25K
New
$56.17 - $59.71 $238K - $253K
4.25K $242K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
4.76K
New
$41.74 - $43.57 $198K - $207K
4.76K $200K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.23K
+ 21.31%
$247.97 - $296.33 $305K - $365K
7.01K $1.77M
DUK
Duke Energy Corp

Utilities
490
+ 15.1%
$105.87 - $121.97 $51.9K - $59.8K
3.74K $455K
XLV
Select Sector Spdr Fund Health

ETFs
439
+ 11.09%
$137.61 - $149.68 $60.4K - $65.7K
4.4K $642K
IBM
International Business Machines Corp

Technology
4
+ 0.16%
$217.4 - $264.74 $870 - $1.06K
2.43K $604K
NTNX
Nutanix, Inc.

Technology
14
+ 0.18%
$61.28 - $77.44 $858 - $1.08K
8K $558K
CGDV
Capital Group Divid Value ETF

ETFs
1.37K
+ 22.98%
$34.95 - $37.36 $48K - $51.3K
7.35K $262K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
568
+ 8.75%
$66.3 - $74.17 $37.7K - $42.1K
7.06K $490K
HEFA
Ishares Currency Hedged Msci E

ETFs
374
+ 2.47%
$34.83 - $37.52 $13K - $14K
15.5K $562K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.28%
$279.74 - $321.29 $1.12K - $1.29K
1.45K $452K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.32K
+ 5.21%
$23.32 - $23.84 $30.9K - $31.5K
26.7K $625K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
215
+ 3.73%
$76.94 - $78.28 $16.5K - $16.8K
5.98K $468K
XLI
Industrial Sector Spdr

ETFs
176
+ 5.94%
$128.78 - $141.67 $22.7K - $24.9K
3.14K $411K
FCOM
Fidelity Covington Tr Msci Com

ETFs
482
+ 11.9%
$55.97 - $64.13 $27K - $30.9K
4.53K $254K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
225
+ 2.05%
$27.01 - $28.54 $6.08K - $6.42K
11.2K $313K
GBIL
Goldman Sachs Access Treasury

ETFs
115
+ 5.6%
$99.85 - $100.19 $11.5K - $11.5K
2.17K $217K
XLU
Utilities Sector Spdr

ETFs
3
+ 0.09%
$74.7 - $80.27 $224 - $241
3.44K $271K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2
+ 0.02%
$39.96 - $43.3 $79.9 - $86.6
9.9K $408K
Rbb Fd Inc
152K
+ 14.11%
N/A
1.23M $0
Grayscale Bitcoin Mini Tr Et
6.88K
+ 84.12%
N/A
15K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
8.97K
+ 60.61%
N/A
23.8K $0
ETF Opportunities Trust
221K
+ 329.46%
N/A
288K $0
Ishares Bitcoin Trust ETF
78.2K
+ 28.43%
N/A
353K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
15.1K
+ 104.14%
N/A
29.6K $0
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 2.17%
$4295.4 - $5141.88 $4.3K - $5.14K
47 $216K
MSTR
Microstrategy Inc

Technology
159
+ 0.33%
$239.27 - $396.5 $38K - $63K
47.7K $13.8M
XLY
Select Sector Spdr Consumer Di

ETFs
198
+ 8.44%
$192.6 - $233.2 $38.1K - $46.2K
2.54K $502K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.01%
$59.61 - $66.71 $59.6 - $66.7
10.3K $624K
AMD
Advanced Micro Devices Inc

Technology
10
+ 0.34%
$96.63 - $129.55 $966 - $1.3K
2.99K $307K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
342
+ 7.3%
$161.27 - $192.3 $55.2K - $65.8K
5.03K $811K
AVGO
Broadcom Inc.

Technology
69
+ 4.81%
$167.43 - $244.7 $11.6K - $16.9K
1.51K $251K
DOCU
Docusign, Inc.

Technology
69
+ 0.49%
$74.7 - $97.7 $5.15K - $6.74K
14.1K $1.15M
GMED
Globus Medical Inc

Healthcare
48
+ 0.32%
$69.68 - $93.32 $3.34K - $4.48K
15.1K $1.1M
DXCM
Dexcom Inc

Healthcare
470
+ 2.29%
$67.74 - $90.75 $31.8K - $42.7K
21K $1.44M
PSTG
Pure Storage, Inc.

Technology
25
+ 0.26%
$44.27 - $72.37 $1.11K - $1.81K
9.73K $430K
EXAS
Exact Sciences Corp

Healthcare
49
+ 0.31%
$43.04 - $58.51 $2.11K - $2.87K
15.9K $689K
CDLX
Cardlytics, Inc.

Communication Services
91.6K
+ 37.27%
$1.81 - $3.9 $166K - $357K
337K $614K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
20
+ 0.29%
$100.91 - $174.52 $2.02K - $3.49K
6.93K $743K
ASAN
Asana, Inc.

Technology
301
+ 0.48%
$12.64 - $24.28 $3.8K - $7.31K
62.6K $911K
Activity Summary
Buys All Purchases 51 New Holdings 6 Increased Positions 45 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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