Acorn Financial Advisory Services Inc Reduced Holdings in Q1 2025

Acorn Financial Advisory Services Inc

  • $461 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-30.7K
- 21.84%
$507.05 - $563.67 $15.6M - $17.3M
110K $56.5M
VUG
Vanguard Growth ETF

ETFs
-33.5K
- 33.48%
$369.1 - $427.61 $12.4M - $14.3M
66.5K $24.7M
VB
Vanguard Small Cap ETF

ETFs
-14.3K
- 9.3%
$217.89 - $252.64 $3.1M - $3.6M
139K $30.8M
AAPL
Apple Inc.

Technology
-13.2K
- 18.79%
$209.68 - $247.1 $2.78M - $3.27M
57.2K $12.7M
AVUV
American Centy ETF Tr Avantis

ETFs
-24.9K
- 8.61%
$84.95 - $100.62 $2.12M - $2.51M
265K $23.1M
AVUS
American Centy ETF Tr Avantis

ETFs
-19.6K
- 10.42%
$90.7 - $101.57 $1.77M - $1.99M
168K $15.5M
PLTR
Palantir Technologies Inc.

Technology
-32K
- 66.65%
$64.98 - $124.62 $2.08M - $3.99M
16K $1.35M
NVDA
Nvidia Corp

Technology
-11.1K
- 38.78%
$106.98 - $149.43 $1.19M - $1.66M
17.6K $1.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-23.2K
- 18.0%
$64.88 - $72.1 $1.5M - $1.67M
105K $6.93M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.2K
- 4.11%
$468.34 - $539.52 $562K - $648K
28K $13.1M
MSFT
Microsoft Corp

Technology
-1.89K
- 15.06%
$375.39 - $447.2 $711K - $847K
10.7K $4.01M
CACI
Caci International Inc

Technology
-2.42K
- 38.76%
N/A
3.82K $1.63M
CRNC
Cerence Inc.

Technology
-123K
- 50.65%
$7.9 - $20.18 $974K - $2.49M
120K $949K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.06K
- 10.73%
$190.26 - $242.06 $391K - $498K
17.1K $3.25M
GOOGL
Alphabet Inc.

Communication Services
-1.03K
- 7.15%
$154.33 - $206.19 $159K - $213K
13.4K $2.07M
LMT
Lockheed Martin Corp

Industrials
-884
- 13.65%
$423.19 - $506.29 $374K - $448K
5.59K $2.5M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-28.6K
- 2.95%
$28.92 - $29.24 $828K - $837K
944K $27.6M
SOFI
So Fi Technologies, Inc.

Financial Services
-6.3K
- 4.45%
$11.18 - $18.03 $70.4K - $114K
135K $1.57M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.47K
- 26.06%
$183.02 - $207.75 $452K - $513K
7K $1.3M
CRM
Salesforce, Inc.

Technology
-468
- 8.08%
$268.36 - $359.95 $126K - $168K
5.33K $1.43M
MAR
Marriott International Inc

Consumer Cyclical
-4
- 0.03%
$237.01 - $304.45 $948 - $1.22K
11.9K $2.83M
XOM
Exxon Mobil Corp

Energy
-5.87K
- 26.05%
$105.44 - $118.93 $619K - $698K
16.7K $1.98M
FVD
First Tr Value Line Divid Inde

ETFs
-11K
- 15.35%
$42.61 - $45.51 $471K - $503K
60.9K $2.72M
VO
Vanguard Mid Cap ETF

ETFs
-1.22K
- 7.0%
$251.87 - $277.95 $308K - $340K
16.3K $4.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-12.1K
- 3.07%
$95.85 - $99.25 $1.16M - $1.2M
382K $37.8M
NOW
Service Now, Inc.

Technology
-212
- 25.15%
$783.83 - $1170.39 $166K - $248K
631 $502K
PENN
Penn National Gaming Inc

Consumer Cyclical
-4.29K
- 5.06%
$16.23 - $22.73 $69.6K - $97.5K
80.5K $1.31M
UAA
Under Armour, Inc.

Consumer Cyclical
-8.23K
- 5.67%
$6.25 - $8.66 $51.4K - $71.2K
137K $855K
IVV
Ishares Core S&P 500 ETF

ETFs
-465
- 15.06%
$554.06 - $615.85 $258K - $286K
2.62K $1.47M
XLK
Technology Sector Spdr

ETFs
-1.09K
- 24.67%
$206.38 - $242.18 $225K - $264K
3.33K $688K
SHOP
Shopify Inc.

Technology
-566
- 2.15%
$90.59 - $129.31 $51.3K - $73.2K
25.8K $2.46M
V
Visa Inc.

Financial Services
-1.18K
- 52.23%
$306.92 - $362.71 $363K - $429K
1.08K $378K
SPY
Spdr S&P 500 ETF Trust

ETFs
-364
- 8.72%
$551.42 - $612.93 $201K - $223K
3.81K $2.13M
META
Meta Platforms, Inc.

Communication Services
-319
- 4.48%
$576.36 - $736.67 $184K - $235K
6.79K $3.92M
ORCL
Oracle Corp

Technology
-1.32K
- 40.37%
$139.81 - $186.47 $184K - $246K
1.95K $271K
CION
Cion Investment Corp

Financial Services
-71
- 0.03%
$10.35 - $12.55 $735 - $891
254K $2.63M
SQ
Block, Inc.

Technology
-544
- 6.65%
$54.04 - $92.95 $29.4K - $50.6K
7.64K $437K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.99K
- 12.95%
$37.07 - $40.63 $296K - $324K
53.7K $2.11M
VXF
Vanguard Extended Market ETF

ETFs
-344
- 3.24%
$170.36 - $201.04 $58.6K - $69.2K
10.3K $1.77M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-3.53K
- 4.56%
$41.06 - $44.04 $145K - $156K
74K $3.07M
DIS
Walt Disney CO

Communication Services
-1.65K
- 35.26%
$96.87 - $114.0 $159K - $188K
3.02K $298K
QJUN
First Tr ETF
-3.4K
- 4.21%
$26.45 - $29.15 $89.9K - $99K
77.3K $2.04M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.08K
- 24.42%
$62.43 - $84.12 $130K - $175K
6.43K $418K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-100
- 6.24%
$634.14 - $744.83 $63.4K - $74.5K
1.5K $952K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-5.25K
- 11.82%
$28.69 - $31.94 $151K - $168K
39.2K $1.15M
HD
Home Depot, Inc.

Consumer Cyclical
-409
- 30.87%
$347.25 - $424.87 $142K - $174K
916 $335K
CCL
Carnival Corp

Consumer Cyclical
-3.7K
- 18.58%
$19.08 - $28.49 $70.6K - $105K
16.2K $316K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-694
- 5.03%
$77.33 - $90.16 $53.7K - $62.6K
13.1K $1.03M
MRK
Merck & Co., Inc.

Healthcare
-785
- 7.21%
$83.01 - $101.02 $65.2K - $79.3K
10.1K $906K
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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