Acorn Financial Advisory Services Inc Portfolio Holdings
Acorn Financial Advisory Services Inc
- $461 Million
- Q1 2025
Acorn Financial Advisory Services Inc has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $461 Million distributed in 188 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 $56.5M, Ishares Core U.S. Aggregate Bo with a value of $37.8M, Vanguard Ftse Developed Market with a value of $35.5M, Vanguard Small Cap ETF with a value of $30.8M, and Spdr Portfolio Short Term Trea with a value of $27.6M.
Examining the 13F form we can see an decrease of $62.2M in the current position value, from $523M to 461M.
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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 188
- Current Value $461 Million
- Prior Value $523 Million
- Filing
- Period Q1 2025
- Filing Date April 29, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 6 stocks
- Additional Purchases 45 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks