Acorn Financial Advisory Services Inc Sells in Q1 2025

Acorn Financial Advisory Services Inc

  • $461 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
-3.87K
- 26.37%
$33.98 - $39.84 $131K - $154K
10.8K $369K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.98K
- 35.67%
$44.72 - $46.25 $178K - $184K
7.18K $330K
BWA
Borgwarner Inc

Consumer Cyclical
-1.4K
- 3.36%
$27.78 - $32.9 $38.9K - $46.1K
40.3K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
-732
- 36.18%
$225.19 - $279.95 $165K - $205K
1.29K $316K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.3K
- 27.92%
$57.21 - $65.8 $132K - $152K
5.95K $346K
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.6K
- 38.05%
$80.08 - $92.93 $128K - $148K
2.6K $209K
IWM
Ishares Russell 2000 ETF

ETFs
-399
- 11.65%
$198.1 - $229.79 $79K - $91.7K
3.03K $603K
VV
Vanguard Large Cap ETF

ETFs
-392
- 9.65%
$253.32 - $282.66 $99.3K - $111K
3.67K $943K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.79K
- 26.53%
$67.08 - $76.14 $187K - $212K
7.72K $568K
VTI
Vanguard Total Stock Market Et

ETFs
-283
- 6.53%
$271.18 - $303.12 $76.7K - $85.8K
4.05K $1.11M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.52K
- 20.71%
$47.25 - $67.02 $71.8K - $102K
5.82K $276K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-593
- 33.77%
$191.06 - $228.87 $113K - $136K
1.16K $223K
GS
Goldman Sachs Group Inc

Financial Services
-185
- 18.95%
$524.81 - $672.19 $97.1K - $124K
791 $432K
PANW
Palo Alto Networks Inc

Technology
-289
- 4.47%
$167.82 - $208.28 $48.5K - $60.2K
6.18K $1.05M
BAC
Bank Of America Corp

Financial Services
-2.07K
- 13.24%
$39.61 - $47.74 $81.8K - $98.6K
13.5K $564K
WDAY
Workday, Inc.

Technology
-282
- 18.09%
$233.53 - $277.82 $65.9K - $78.3K
1.28K $298K
VEA
Vanguard Ftse Developed Market

ETFs
-46.1K
- 6.19%
$47.4 - $52.99 $2.19M - $2.44M
699K $35.5M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-526
- 2.95%
$75.47 - $84.24 $39.7K - $44.3K
17.3K $1.33M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.08K
- 14.14%
$100.59 - $103.47 $108K - $111K
6.53K $675K
QLYS
Qualys, Inc.

Technology
-428
- 18.04%
$121.57 - $147.7 $52K - $63.2K
1.94K $244K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
-3.04K
- 4.23%
$13.31 - $18.41 $40.5K - $56K
68.9K $975K
OZK
Bank Ozk

Financial Services
-1.65K
- 17.62%
$41.71 - $53.1 $68.6K - $87.3K
7.69K $334K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.33K
- 8.46%
$60.46 - $64.42 $80.4K - $85.6K
14.4K $888K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.1K
- 17.39%
$33.84 - $37.77 $105K - $117K
14.7K $536K
DVA
Davita Inc.

Healthcare
-528
- 18.19%
$140.0 - $177.35 $73.9K - $93.6K
2.38K $363K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-12
- 0.64%
$307.43 - $357.48 $3.69K - $4.29K
1.85K $571K
WMT
Walmart Inc.

Consumer Defensive
-649
- 15.24%
$84.5 - $105.05 $54.8K - $68.2K
3.61K $316K
IVW
Ishares S&P 500 Growth ETF

ETFs
-384
- 13.32%
$92.45 - $106.69 $35.5K - $41K
2.5K $231K
AKAM
Akamai Technologies Inc

Technology
-619
- 18.0%
N/A
2.82K $256K
ACN
Accenture PLC

Technology
-6
- 0.45%
$300.91 - $398.25 $1.81K - $2.39K
1.34K $417K
UNH
Unitedhealth Group Inc

Healthcare
-122
- 16.31%
$461.52 - $548.18 $56.3K - $66.9K
626 $327K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-953
- 9.32%
$49.42 - $50.43 $47.1K - $48.1K
9.28K $463K
VTV
Vanguard Value ETF

ETFs
-296
- 14.9%
$167.73 - $179.21 $49.6K - $53K
1.69K $292K
AVLV
American Centy ETF Tr Avantis
-425
- 4.33%
$63.51 - $70.42 $27K - $29.9K
9.38K $611K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-102
- 6.27%
$173.56 - $210.67 $17.7K - $21.5K
1.53K $264K
VRIG
Invesco Actively Managed ETF F

ETFs
-1.59K
- 10.8%
$25.06 - $25.19 $39.8K - $40K
13.1K $328K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.4K
- 7.81%
$32.5 - $33.3 $45.5K - $46.7K
16.5K $549K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-24
- 0.83%
$102.49 - $119.96 $2.46K - $2.88K
2.86K $298K
DFAT
Dimensional ETF Tr U S Target

ETFs
-152
- 2.65%
$50.44 - $58.1 $7.67K - $8.83K
5.59K $287K
D
Dominion Energy, Inc

Utilities
-1.14K
- 7.55%
$52.85 - $57.43 $60.1K - $65.3K
13.9K $780K
PECO
Phillips Edison & Company, Inc.

Real Estate
-452
- 3.13%
$34.43 - $37.49 $15.6K - $16.9K
14K $511K
C
Citigroup Inc

Financial Services
-496
- 5.98%
$67.23 - $84.63 $33.3K - $42K
7.81K $554K
PZZA
Papa Johns International Inc

Consumer Cyclical
-666
- 3.32%
$36.01 - $51.28 $24K - $34.2K
19.4K $795K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-611
- 4.0%
$10.61 - $16.49 $6.48K - $10.1K
14.7K $182K
MA
Mastercard Inc

Financial Services
-63
- 10.03%
$504.67 - $576.31 $31.8K - $36.3K
565 $309K
PFE
Pfizer Inc

Healthcare
-263
- 2.83%
$25.01 - $27.13 $6.58K - $7.14K
9.03K $228K
VIG
Vanguard Dividend Appreciation

ETFs
-92
- 5.25%
N/A
1.66K $302K
MELI
Mercadolibre Inc

Consumer Cyclical
-34
- 15.96%
$1739.0 - $2260.0 $59.1K - $76.8K
179 $349K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-300
- 5.72%
$42.36 - $43.8 $12.7K - $13.1K
4.94K $214K
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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