Acorn Financial Advisory Services Inc Incresed Positions in Q4 2024

Acorn Financial Advisory Services Inc

  • $523 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.14K
+ 1.55%
$521.84 - $558.82 $1.12M - $1.2M
141K $75.8M
AVUV
American Centy ETF Tr Avantis

ETFs
11K
+ 3.95%
$94.37 - $106.41 $1.04M - $1.17M
289K $27.9M
SOFI
So Fi Technologies, Inc.

Financial Services
298
+ 0.21%
$7.63 - $16.88 $2.27K - $5.03K
141K $2.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
402
+ 1.39%
$481.22 - $538.17 $193K - $216K
29.2K $14.9M
DXCM
Dexcom Inc

Healthcare
6.17K
+ 42.82%
$65.68 - $81.01 $405K - $500K
20.6K $1.6M
VB
Vanguard Small Cap ETF

ETFs
351
+ 0.23%
$233.76 - $261.58 $82K - $91.8K
153K $36.8M
CDLX
Cardlytics, Inc.

Communication Services
81.4K
+ 49.51%
$3.06 - $5.21 $249K - $424K
246K $911K
OGN
Organon & Co.

Healthcare
30.3K
+ 78.13%
$14.44 - $18.83 $438K - $571K
69.2K $1.03M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
546
+ 13.18%
$170.03 - $192.78 $92.8K - $105K
4.69K $866K
IVV
Ishares Core S&P 500 ETF

ETFs
184
+ 6.34%
$570.51 - $610.59 $105K - $112K
3.09K $1.82M
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
48.6K
+ 31.22%
$7.21 - $9.99 $351K - $486K
204K $1.49M
VTI
Vanguard Total Stock Market Et

ETFs
303
+ 7.52%
$280.04 - $302.45 $84.9K - $91.6K
4.33K $1.26M
XLY
Select Sector Spdr Consumer Di

ETFs
223
+ 10.5%
$194.8 - $239.43 $43.4K - $53.4K
2.35K $526K
V
Visa Inc.

Financial Services
20
+ 0.89%
$273.87 - $320.91 $5.48K - $6.42K
2.26K $715K
VIG
Vanguard Dividend Appreciation

ETFs
516
+ 41.75%
N/A
1.75K $319K
VXF
Vanguard Extended Market ETF

ETFs
47
+ 0.44%
$179.17 - $207.15 $8.42K - $9.74K
10.6K $2.02M
DIS
Walt Disney CO

Communication Services
183
+ 4.08%
$92.39 - $117.6 $16.9K - $21.5K
4.67K $519K
SPTS
Spdr Portfolio Short Term Trea

ETFs
16K
+ 1.67%
$28.88 - $29.33 $462K - $469K
972K $28.2M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
7.97K
+ 77.08%
$8.24 - $11.07 $65.7K - $88.2K
18.3K $170K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
723
+ 12.54%
$63.19 - $73.31 $45.7K - $53K
6.49K $445K
ORCL
Oracle Corp

Technology
496
+ 17.93%
$165.41 - $192.43 $82K - $95.4K
3.26K $543K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1K
+ 13.8%
$61.68 - $67.87 $61.7K - $67.9K
8.25K $513K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
661
+ 9.51%
$100.24 - $101.35 $66.3K - $67K
7.61K $765K
VRIG
Invesco Actively Managed ETF F

ETFs
2.17K
+ 17.31%
$25.06 - $25.2 $54.4K - $54.7K
14.7K $369K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.09K
+ 13.15%
$32.65 - $33.68 $68.1K - $70.2K
17.9K $587K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.29K
+ 14.43%
$49.87 - $52.46 $64.3K - $67.7K
10.2K $510K
PFE
Pfizer Inc

Healthcare
2.29K
+ 32.76%
$24.8 - $30.19 $56.8K - $69.2K
9.29K $246K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
412
+ 2.77%
$9.71 - $15.34 $4K - $6.32K
15.3K $203K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.09K
+ 8.97%
$23.29 - $23.93 $48.7K - $50K
25.4K $595K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
560
+ 10.75%
$77.02 - $78.58 $43.1K - $44K
5.77K $445K
PANW
Palo Alto Networks Inc

Technology
3.1K
+ 91.84%
$181.96 - $405.9 $563K - $1.26M
6.47K $1.18M
XLI
Industrial Sector Spdr

ETFs
245
+ 9.02%
$131.76 - $143.99 $32.3K - $35.3K
2.96K $390K
DFUS
Dimensional ETF Tr U S Equity

ETFs
3
+ 0.03%
$61.52 - $66.5 $185 - $200
10.3K $658K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
55
+ 0.4%
$84.34 - $95.14 $4.64K - $5.23K
13.8K $1.2M
AVLV
American Centy ETF Tr Avantis
8
+ 0.08%
$65.51 - $71.22 $524 - $570
9.81K $654K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1
+ 0.06%
$194.9 - $214.12 $195 - $214
1.76K $354K
ACN
Accenture PLC

Technology
21
+ 1.59%
$343.9 - $376.86 $7.22K - $7.91K
1.34K $472K
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.15%
$216.13 - $242.4 $1.08K - $1.21K
3.43K $756K
Ishares Bitcoin Trust ETF
239K
+ 657.74%
N/A
275K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
5.66K
+ 62.05%
N/A
14.8K $0
Rbb Fd Inc
150K
+ 16.09%
N/A
1.08M $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.3K
+ 42.16%
N/A
14.5K $0
IBM
International Business Machines Corp

Technology
5
+ 0.21%
$204.9 - $238.04 $1.02K - $1.19K
2.43K $533K
PECO
Phillips Edison & Company, Inc.

Real Estate
13
+ 0.09%
$35.96 - $39.8 $467 - $517
14.5K $541K
CVX
Chevron Corp

Energy
5
+ 0.31%
$141.15 - $162.53 $706 - $813
1.64K $236K
CGDV
Capital Group Divid Value ETF

ETFs
53
+ 0.89%
$35.16 - $37.12 $1.86K - $1.97K
5.98K $210K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.03%
$113.92 - $127.38 $114 - $127
2.88K $331K
PG
Procter & Gamble CO

Consumer Defensive
36
+ 1.58%
$161.05 - $179.7 $5.8K - $6.47K
2.32K $388K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3
+ 0.03%
$40.38 - $44.35 $121 - $133
9.9K $405K
Activity Summary
Buys All Purchases 85 New Holdings 15 Increased Positions 70 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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