Acorn Financial Advisory Services Inc Incresed Positions 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
GOOGL
Alphabet Inc.

Communication Services
71
+ 0.53%
$144.7 - $178.6 $10.3K - $12.7K
13.5K $2.37M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.42K
+ 34.23%
$61.08 - $74.04 $148K - $179K
9.47K $701K
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
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.03K
+ 6.2%
$32.62 - $33.58 $33.4K - $34.4K
17.6K $589K
AES
Aes Corp

Utilities
23K
+ 21.16%
$9.63 - $12.55 $221K - $288K
131K $1.38M
JEPI
J P Morgan Exchange Traded Fd

ETFs
619
+ 14.58%
$51.14 - $57.0 $31.7K - $35.3K
4.86K $276K
VRIG
Invesco Actively Managed ETF F

ETFs
1.1K
+ 8.38%
$24.89 - $25.14 $27.4K - $27.6K
14.2K $356K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11
+ 0.08%
$10.8 - $16.92 $119 - $186
14.7K $201K
T
At&T Inc.

Communication Services
101
+ 0.85%
$26.33 - $28.94 $2.66K - $2.92K
12K $346K
BND
Vanguard Bd Index Fd Inc Total

ETFs
140
+ 3.35%
$72.02 - $73.82 $10.1K - $10.3K
4.32K $317K
XLU
Utilities Sector Spdr

ETFs
2
+ 0.06%
$73.09 - $82.77 $146 - $166
3.44K $280K
Ishares Bitcoin Trust ETF
188K
+ 53.18%
N/A
541K $0
Ge Vernova Inc
8
+ 0.56%
N/A
1.44K $0
ETF Opportunities Trust
397K
+ 137.9%
N/A
686K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
5.34K
+ 22.49%
N/A
29.1K $0
Ge Healthcare Technologies I
12
+ 0.44%
N/A
2.73K $0
Grayscale Bitcoin Mini Tr Et
837
+ 5.56%
N/A
15.9K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
222
+ 8.37%
$483.48 - $539.8 $107K - $120K
2.88K $1.4M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.14%
$285.55 - $321.23 $571 - $642
1.45K $424K
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
Track This Portfolio

Track Acorn Financial Advisory Services Inc Portfolio

Follow Acorn Financial Advisory Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Financial Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Acorn Financial Advisory Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email