Acorn Financial Advisory Services Inc Sells in Q3 2025

Acorn Financial Advisory Services Inc

  • $538 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
-1.45K
- 3.41%
$300.7 - $455.9 $435K - $659K
40.9K $13.2M
DXCM
Dexcom Inc

Healthcare
-956
- 4.7%
$66.46 - $89.53 $63.5K - $85.6K
19.4K $1.31M
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
-6.36K
- 2.84%
$6.54 - $7.97 $41.6K - $50.7K
217K $1.47M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.16K
- 49.21%
$82.96 - $95.7 $262K - $303K
3.26K $293K
AMT
American Tower Corp

Real Estate
-325
- 4.9%
$192.32 - $232.35 $62.5K - $75.5K
6.3K $1.21M
CDLX
Cardlytics, Inc.

Communication Services
-205K
- 62.79%
$0.89 - $3.12 $182K - $639K
121K $294K
CRM
Salesforce, Inc.

Technology
-211
- 4.1%
$231.66 - $273.65 $48.9K - $57.7K
4.94K $1.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
-588
- 16.02%
$617.65 - $666.84 $363K - $392K
3.08K $2.05M
RPD
Rapid7, Inc.

Technology
-1.34K
- 3.88%
$17.88 - $25.59 $23.9K - $34.2K
33.2K $621K
V
Visa Inc.

Financial Services
-384
- 26.34%
$332.09 - $358.86 $128K - $138K
1.07K $366K
NOW
Service Now, Inc.

Technology
-54
- 8.71%
$850.86 - $1044.69 $45.9K - $56.4K
566 $520K
CCI
Crown Castle International Corp

Real Estate
-471
- 4.24%
$92.96 - $113.91 $43.8K - $53.7K
10.6K $1.03M
META
Meta Platforms, Inc.

Communication Services
-120
- 1.83%
$695.21 - $791.73 $83.4K - $95K
6.43K $4.72M
DOCU
Docusign, Inc.

Technology
-395
- 2.9%
$67.14 - $85.01 $26.5K - $33.6K
13.2K $953K
MELI
Mercadolibre Inc

Consumer Cyclical
-20
- 11.9%
$2292.04 - $2514.05 $45.8K - $50.3K
148 $345K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-672
- 1.64%
$99.12 - $99.52 $66.6K - $66.9K
40.4K $4.02M
CCL
Carnival Corp

Consumer Cyclical
-2.52K
- 15.9%
$28.37 - $32.49 $71.5K - $81.9K
13.3K $385K
DVA
Davita Inc.

Healthcare
-283
- 12.3%
$127.69 - $151.32 $36.1K - $42.8K
2.02K $268K
GMED
Globus Medical Inc

Healthcare
-552
- 3.8%
$51.89 - $62.79 $28.6K - $34.7K
14K $800K
PZZA
Papa Johns International Inc

Consumer Cyclical
-796
- 4.21%
$40.08 - $50.41 $31.9K - $40.1K
18.1K $873K
QLYS
Qualys, Inc.

Technology
-241
- 12.68%
$127.89 - $150.07 $30.8K - $36.2K
1.66K $219K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-704
- 1.9%
$30.4 - $33.62 $21.4K - $23.7K
36.3K $1.15M
ASAN
Asana, Inc.

Technology
-2.3K
- 3.82%
$12.8 - $15.35 $29.4K - $35.3K
57.9K $773K
WDAY
Workday, Inc.

Technology
-158
- 12.65%
$213.69 - $247.69 $33.8K - $39.1K
1.09K $262K
NTNX
Nutanix, Inc.

Technology
-239
- 3.12%
$66.06 - $81.12 $15.8K - $19.4K
7.43K $552K
PANW
Palo Alto Networks Inc

Technology
-115
- 1.93%
$167.06 - $208.19 $19.2K - $23.9K
5.85K $1.19M
DIS
Walt Disney CO

Communication Services
-46
- 1.84%
$112.25 - $124.0 $5.16K - $5.7K
2.46K $281K
APD
Air Products & Chemicals, Inc.

Basic Materials
-8
- 0.3%
$265.78 - $299.3 $2.13K - $2.39K
2.62K $715K
SQ
Block, Inc.

Technology
-407
- 5.46%
N/A
7.04K $403K
ZION
Zions Bancorporation, National Association

Financial Services
-1.03K
- 11.9%
$51.2 - $59.15 $52.6K - $60.7K
7.6K $430K
CACI
Caci International Inc

Technology
-43
- 1.4%
N/A
3.02K $1.29M
OZK
Bank Ozk

Financial Services
-904
- 11.91%
$47.4 - $53.14 $42.8K - $48K
6.69K $341K
BAC
Bank Of America Corp

Financial Services
-1.28K
- 10.23%
$44.92 - $52.42 $57.5K - $67K
11.2K $578K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-300
- 4.71%
$45.6 - $46.92 $13.7K - $14.1K
6.07K $283K
AGZ
Ishares Agency Bond ETF

ETFs
-116
- 4.87%
$108.74 - $110.41 $12.6K - $12.8K
2.27K $250K
T
At&T Inc.

Communication Services
-86
- 0.72%
$26.94 - $29.62 $2.32K - $2.55K
11.9K $335K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-307
- 6.21%
$43.1 - $44.6 $13.2K - $13.7K
4.63K $205K
EXAS
Exact Sciences Corp

Healthcare
-573
- 3.74%
$40.91 - $56.0 $23.4K - $32.1K
14.8K $807K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-101
- 3.51%
$459.11 - $506.91 $46.4K - $51.2K
2.77K $1.39M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-1.76K
- 6.05%
N/A
27.3K $0
Phinia Inc
-282
- 4.75%
N/A
5.66K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-4.16K
- 5.31%
N/A
74.1K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-1.39K
- 7.48%
N/A
17.2K $0
Ge Vernova Inc
-118
- 8.17%
N/A
1.33K $0
First Tr Exchng Traded Fd Vi
-417
- 0.47%
N/A
88.1K $0
Tidal Trust Ii
-14.1K
- 27.8%
N/A
36.5K $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-490
- 3.34%
$11.64 - $15.79 $5.7K - $7.74K
14.2K $208K
AVLV
American Centy ETF Tr Avantis
-269
- 3.89%
$68.33 - $72.69 $18.4K - $19.6K
6.64K $479K
DUK
Duke Energy Corp

Utilities
-54
- 1.78%
$116.31 - $125.93 $6.28K - $6.8K
2.99K $369K
Activity Summary
Buys All Purchases 93 New Holdings 15 Increased Positions 78 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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