Acorn Financial Advisory Services Inc Portfolio Holdings
Acorn Financial Advisory Services Inc
- $481 Million
- Q1 2024
Acorn Financial Advisory Services Inc has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $481 Million distributed in 207 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 $66.2M, Vanguard Growth ETF with a value of $36.4M, Vanguard Small Cap ETF with a value of $34.9M, Vanguard Ftse Developed Market with a value of $35M, and Ishares Core U.S. Aggregate Bo with a value of $33.1M.
Examining the 13F form we can see an decrease of $50.8M in the current position value, from $532M to 481M.
Below you can find more details about Acorn Financial Advisory Services Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 207
- Current Value $481 Million
- Prior Value $532 Million
- Filing
- Period Q1 2024
- Filing Date May 08, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 18 stocks
- Additional Purchases 42 stocks
- Sold out of 0 stocks
- Reduced holdings in 131 stocks