Acorn Financial Advisory Services Inc Purchases in Q2 2025

Acorn Financial Advisory Services Inc

  • $498 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
64.2K
+ 80.99%
$91.43 - $91.74 $5.87M - $5.89M
143K $13.2M
IAU
Ishares Gold Trust

ETFs
45.2K
+ 13.55%
$56.1 - $64.74 $2.54M - $2.93M
379K $23.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
185
+ 0.66%
$416.06 - $551.64 $77K - $102K
28.2K $15.6M
NVDA
Nvidia Corp

Technology
4.74K
+ 27.02%
$94.31 - $157.99 $447K - $749K
22.3K $3.52M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.1K
+ 2.66%
$96.84 - $99.46 $981K - $1.01M
392K $38.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
28.4K
+ 3.01%
$29.07 - $29.38 $826K - $835K
972K $28.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.34K
+ 26.54%
$139.8 - $197.22 $187K - $263K
6.37K $1.26M
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.06%
$221.86 - $362.89 $887 - $1.45K
7.07K $2.24M
SCS
Steelcase Inc

Industrials
37K
New
$9.42 - $11.46 $348K - $424K
37K $385K
GLD
Spdr Gold Trust

ETFs
1.17K
New
$273.71 - $316.29 $319K - $369K
1.17K $355K
GOOG
Alphabet Inc.

Communication Services
1.8K
New
$146.58 - $180.01 $264K - $324K
1.8K $318K
TXN
Texas Instruments Inc

Technology
1.56K
New
N/A
1.56K $303K
GOOGL
Alphabet Inc.

Communication Services
71
+ 0.53%
$144.7 - $178.6 $10.3K - $12.7K
13.5K $2.37M
COST
Costco Wholesale Corp

Consumer Defensive
280
New
$908.13 - $1056.85 $254K - $296K
280 $277K
COIN
Coinbase Global, Inc.

Technology
768
New
$151.47 - $375.07 $116K - $288K
768 $269K
UBER
Uber Technologies, Inc

Technology
2.68K
New
$64.62 - $93.3 $173K - $250K
2.68K $249K
NFLX
Netflix Inc

Communication Services
184
New
$855.86 - $1339.13 $157K - $246K
184 $246K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.99K
New
$82.51 - $109.2 $164K - $217K
1.99K $217K
IXN
Ishares Global Information Tec

ETFs
2.33K
New
$65.81 - $92.34 $154K - $216K
2.33K $215K
SCHW
Schwab Charles Corp

Financial Services
2.36K
New
$69.06 - $91.24 $163K - $215K
2.36K $214K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.74K
New
$23.55 - $27.67 $182K - $214K
7.74K $214K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.42K
+ 34.23%
$61.08 - $74.04 $148K - $179K
9.47K $701K
ETN
Eaton Corp PLC

Industrials
589
New
$246.52 - $356.99 $145K - $210K
589 $210K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
5.43K
New
$32.99 - $38.56 $179K - $209K
5.43K $206K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.9K
New
$55.54 - $69.09 $161K - $200K
2.9K $200K
XLY
Select Sector Spdr Consumer Di

ETFs
628
+ 24.69%
$176.34 - $218.59 $111K - $137K
3.17K $689K
AVGO
Broadcom Inc.

Technology
23
+ 1.53%
$146.29 - $275.65 $3.36K - $6.34K
1.53K $421K
HEFA
Ishares Currency Hedged Msci E

ETFs
3.27K
+ 21.08%
$32.11 - $38.21 $105K - $125K
18.8K $711K
XAR
Spdr S&P Aerospace & Defense E

ETFs
344
+ 22.65%
$144.94 - $210.94 $49.9K - $72.6K
1.86K $392K
XLI
Industrial Sector Spdr

ETFs
656
+ 20.91%
$116.42 - $147.52 $76.4K - $96.8K
3.79K $559K
V
Visa Inc.

Financial Services
377
+ 34.88%
$308.27 - $373.31 $116K - $141K
1.46K $517K
FCOM
Fidelity Covington Tr Msci Com

ETFs
1.45K
+ 31.91%
$50.44 - $64.81 $72.9K - $93.7K
5.98K $387K
AMD
Advanced Micro Devices Inc

Technology
53
+ 1.77%
$78.21 - $143.81 $4.15K - $7.62K
3.05K $432K
VTI
Vanguard Total Stock Market Et

ETFs
17
+ 0.42%
$243.75 - $303.93 $4.14K - $5.17K
4.07K $1.24M
CGDV
Capital Group Divid Value ETF

ETFs
1.72K
+ 23.45%
$31.93 - $39.49 $55K - $68.1K
9.08K $358K
XLV
Select Sector Spdr Fund Health

ETFs
1.08K
+ 24.46%
$128.77 - $144.3 $139K - $155K
5.48K $737K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.02%
$430.82 - $486.45 $431 - $486
5.59K $2.59M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
784
+ 2.9%
$17.76 - $22.1 $13.9K - $17.3K
27.8K $614K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.92K
+ 10.93%
$22.4 - $23.8 $65.4K - $69.5K
29.6K $704K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.55K
+ 31.62%
$24.32 - $27.87 $86.2K - $98.8K
14.8K $391K
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.51K
+ 35.72%
$47.94 - $52.5 $72.2K - $79.1K
5.73K $292K
IWM
Ishares Russell 2000 ETF

ETFs
105
+ 3.47%
$174.82 - $215.79 $18.4K - $22.7K
3.13K $675K
RPD
Rapid7, Inc.

Technology
7.07K
+ 25.75%
$21.9 - $27.44 $155K - $194K
34.5K $798K
QTEC
First Trust Nasdaq 100 Technol

ETFs
6
+ 0.39%
$149.56 - $212.83 $897 - $1.28K
1.53K $326K
EEM
Ishares Msci Emerging Markets

ETFs
747
+ 14.38%
$38.52 - $48.28 $28.8K - $36.1K
5.94K $286K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
594
+ 9.09%
$102.02 - $103.5 $60.6K - $61.5K
7.13K $733K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
905
+ 9.76%
$50.09 - $51.09 $45.3K - $46.2K
10.2K $520K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
529
+ 8.9%
$51.16 - $62.02 $27.1K - $32.8K
6.48K $401K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
501
+ 8.37%
$77.74 - $78.78 $38.9K - $39.5K
6.49K $510K
Activity Summary
Buys All Purchases 71 New Holdings 18 Increased Positions 53 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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