Acorn Financial Advisory Services Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $523 Million distributed in 205 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 $75.8M, Vanguard Growth ETF with a value of $41M, Ishares Core U.S. Aggregate Bo with a value of $38.2M, Vanguard Small Cap ETF with a value of $36.8M, and Vanguard Ftse Developed Market with a value of $35.6M.
Examining the 13F form we can see an increase of $14.8M in the current position value, from $508M to 523M.
Below you can find more details about Acorn Financial Advisory Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$523 Million
ETFs: $384 Million
Technology: $66.7 Million
Consumer Cyclical: $23.3 Million
Financial Services: $12.1 Million
Communication Services: $10.5 Million
Healthcare: $9.57 Million
Industrials: $4.24 Million
Real Estate: $2.97 Million
Other: $6.93 Million
Stock Holdings Table Market Cap. of $200 Billions or more
