Acorn Financial Advisory Services Inc Reduced Holdings in Q4 2024

Acorn Financial Advisory Services Inc

  • $523 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.5K
- 48.26%
$442.29 - $483.08 $1.11M - $1.21M
2.68K $1.22M
VO
Vanguard Mid Cap ETF

ETFs
-3.04K
- 14.8%
$261.5 - $284.63 $794K - $864K
17.5K $4.62M
FVD
First Tr Value Line Divid Inde

ETFs
-13.8K
- 16.06%
$43.4 - $46.7 $597K - $643K
71.9K $3.14M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-12.8K
- 9.07%
$66.77 - $71.52 $857K - $918K
129K $8.87M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-2.4K
- 25.82%
$124.55 - $167.32 $299K - $402K
6.91K $1.05M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.72K
- 11.13%
$38.37 - $42.82 $296K - $331K
61.7K $2.37M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-4.47K
- 13.2%
$99.0 - $99.5 $442K - $445K
29.4K $2.91M
AMT
American Tower Corp

Real Estate
-249
- 3.38%
$179.4 - $232.01 $44.7K - $57.8K
7.11K $1.3M
CCI
Crown Castle International Corp

Real Estate
-304
- 2.54%
$89.78 - $119.11 $27.3K - $36.2K
11.6K $1.06M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-7.89K
- 58.73%
$44.57 - $46.43 $352K - $366K
5.54K $253K
MSFT
Microsoft Corp

Technology
-448
- 3.44%
$406.35 - $454.46 $182K - $204K
12.6K $5.3M
PZZA
Papa Johns International Inc

Consumer Cyclical
-656
- 3.17%
$38.91 - $58.21 $25.5K - $38.2K
20K $822K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.12K
- 10.57%
$197.36 - $217.3 $221K - $243K
9.47K $1.88M
BWA
Borgwarner Inc

Consumer Cyclical
-1.68K
- 3.87%
$31.48 - $35.49 $52.7K - $59.4K
41.7K $1.32M
EXAS
Exact Sciences Corp

Healthcare
-798
- 4.79%
$49.33 - $71.97 $39.4K - $57.4K
15.9K $892K
MRK
Merck & Co., Inc.

Healthcare
-302
- 2.7%
$96.31 - $114.76 $29.1K - $34.7K
10.9K $1.08M
GE
General Electric CO

Industrials
-243
- 4.15%
$159.95 - $194.23 $38.9K - $47.2K
5.62K $937K
TREE
Lending Tree, Inc.

Financial Services
-241
- 2.92%
$38.27 - $62.0 $9.22K - $14.9K
8.01K $310K
UNH
Unitedhealth Group Inc

Healthcare
-187
- 20.0%
$485.52 - $625.25 $90.8K - $117K
748 $378K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-1.97K
- 4.25%
$29.34 - $32.61 $57.8K - $64.2K
44.4K $1.33M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.34K
- 11.34%
$67.29 - $73.38 $90.4K - $98.5K
10.5K $712K
IBB
Ishares Biotechnology ETF

ETFs
-861
- 33.0%
$131.21 - $148.85 $113K - $128K
1.75K $231K
UAA
Under Armour, Inc.

Consumer Cyclical
-6.07K
- 4.01%
$8.21 - $11.13 $49.8K - $67.5K
145K $1.2M
AMD
Advanced Micro Devices Inc

Technology
-42
- 1.39%
$118.88 - $172.8 $4.99K - $7.26K
2.98K $360K
DVA
Davita Inc.

Healthcare
-497
- 14.62%
$139.81 - $167.96 $69.5K - $83.5K
2.9K $434K
VGT
Vanguard Information Technolog

ETFs
-227
- 40.54%
$571.78 - $647.97 $130K - $147K
333 $207K
NTNX
Nutanix, Inc.

Technology
-2.05K
- 20.46%
$56.46 - $73.18 $116K - $150K
7.99K $488K
INFN
Infinera Corp

Technology
-9.58K
- 4.77%
$6.56 - $6.87 $62.8K - $65.8K
191K $1.26M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-893
- 4.77%
$34.13 - $37.35 $30.5K - $33.4K
17.8K $608K
MELI
Mercadolibre Inc

Consumer Cyclical
-6
- 2.74%
$1666.0 - $2117.3 $10K - $12.7K
213 $362K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.36K
- 10.83%
$45.07 - $47.1 $61.1K - $63.9K
11.2K $504K
VBK
Vanguard Small Cap Growth ETF

ETFs
-551
- 8.7%
$264.18 - $304.19 $146K - $168K
5.78K $1.62M
FV
First Trust Dorsey Wright Focu

ETFs
-1.31K
- 23.34%
$57.47 - $62.82 $75.5K - $82.5K
4.32K $254K
VV
Vanguard Large Cap ETF

ETFs
-363
- 8.2%
$260.27 - $280.65 $94.5K - $102K
4.06K $1.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
-729
- 20.18%
$94.43 - $105.47 $68.8K - $76.9K
2.88K $292K
EEM
Ishares Msci Emerging Markets

ETFs
-668
- 11.39%
$41.82 - $47.36 $27.9K - $31.6K
5.2K $217K
RPD
Rapid7, Inc.

Technology
-1.36K
- 4.73%
$37.61 - $43.94 $51K - $59.5K
27.3K $1.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-402
- 5.94%
$91.29 - $91.8 $36.7K - $36.9K
6.37K $582K
DFAT
Dimensional ETF Tr U S Target

ETFs
-650
- 10.17%
$54.54 - $61.04 $35.5K - $39.7K
5.74K $319K
FTGC
First Trust Global Tactical CO

ETFs
-1.55K
- 13.91%
$23.23 - $24.25 $36K - $37.6K
9.58K $229K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
-3.03K
- 4.05%
$12.95 - $17.41 $39.3K - $52.8K
71.9K $1.06M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-80
- 5.92%
$174.22 - $187.62 $13.9K - $15K
1.27K $222K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-333
- 6.43%
$44.33 - $49.55 $14.8K - $16.5K
4.85K $217K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-291
- 1.88%
$17.65 - $18.18 $5.14K - $5.29K
15.2K $268K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-32
- 1.93%
$185.87 - $204.12 $5.95K - $6.53K
1.63K $306K
AGZ
Ishares Agency Bond ETF

ETFs
-38
- 1.5%
$107.68 - $110.37 $4.09K - $4.19K
2.49K $268K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-45
- 3.07%
$176.42 - $186.91 $7.94K - $8.41K
1.42K $252K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-10
- 17.86%
$4100.99 - $5300.34 $41K - $53K
46 $228K
AKAM
Akamai Technologies Inc

Technology
-74
- 2.11%
N/A
3.44K $312K
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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