Acorn Financial Advisory Services Inc has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $483 Million distributed in 203 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $69.3M, Vanguard Growth ETF with a value of $38.7M, Ishares Core U.S. Aggregate Bo with a value of $36.2M, Vanguard Ftse Developed Market with a value of $34.7M, and Vanguard Small Cap ETF with a value of $33.4M.
Examining the 13F form we can see an increase of $2.06M in the current position value, from $481M to 483M.
Below you can find more details about Acorn Financial Advisory Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$483 Million
ETFs: $357 Million
Technology: $58.7 Million
Consumer Cyclical: $22.5 Million
Communication Services: $10.4 Million
Financial Services: $10.2 Million
Healthcare: $9.21 Million
Industrials: $4.12 Million
Real Estate: $3.2 Million
Other: $6.76 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions