Acorn Financial Advisory Services Inc Purchases in Q3 2025

Acorn Financial Advisory Services Inc

  • $538 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.93K
+ 9.89%
$23.54 - $23.97 $69K - $70.2K
32.5K $779K
D
Dominion Energy, Inc

Utilities
144
+ 1.05%
$56.32 - $62.1 $8.11K - $8.94K
13.9K $849K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
634
+ 8.9%
$102.4 - $103.88 $64.9K - $65.9K
7.76K $802K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
349
+ 4.53%
$79.76 - $85.78 $27.8K - $29.9K
8.06K $682K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
591
+ 9.13%
$62.09 - $66.51 $36.7K - $39.3K
7.07K $461K
JPM
Jpmorgan Chase & CO

Financial Services
74
+ 5.79%
$282.78 - $316.06 $20.9K - $23.4K
1.35K $426K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.47K
+ 8.35%
$33.26 - $34.01 $48.8K - $49.9K
19K $644K
MRK
Merck & Co., Inc.

Healthcare
42
+ 0.42%
$77.6 - $87.37 $3.26K - $3.67K
10K $839K
JNJ
Johnson & Johnson

Healthcare
15
+ 1.03%
$155.17 - $185.42 $2.33K - $2.78K
1.48K $273K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
184
+ 6.44%
$108.46 - $120.63 $20K - $22.2K
3.04K $361K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
872
+ 8.56%
$50.85 - $51.35 $44.3K - $44.8K
11.1K $566K
VRIG
Invesco Actively Managed ETF F

ETFs
1.72K
+ 12.09%
$25.04 - $25.16 $43K - $43.3K
15.9K $399K
MCD
Mcdonalds Corp

Consumer Cyclical
83
+ 5.72%
$291.67 - $316.99 $24.2K - $26.3K
1.54K $466K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
782
+ 14.4%
$38.1 - $40.7 $29.8K - $31.8K
6.21K $246K
WMT
Walmart Inc.

Consumer Defensive
196
+ 5.51%
$94.4 - $104.27 $18.5K - $20.4K
3.76K $387K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
76
+ 0.27%
$21.69 - $23.34 $1.65K - $1.77K
27.9K $649K
VOT
Vanguard Mid Cap Growth Index

ETFs
33
+ 1.37%
$282.75 - $294.19 $9.33K - $9.71K
2.45K $718K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
367
+ 5.66%
$78.11 - $79.07 $28.7K - $29K
6.85K $540K
MUB
Ishares National Muni Bond ETF

ETFs
158
+ 5.42%
$103.24 - $106.68 $16.3K - $16.9K
3.07K $327K
XLU
Utilities Sector Spdr

ETFs
3
+ 0.09%
$81.14 - $87.32 $243 - $262
3.44K $300K
MA
Mastercard Inc

Financial Services
27
+ 5.44%
$550.18 - $598.96 $14.9K - $16.2K
523 $297K
UBER
Uber Technologies, Inc

Technology
47
+ 1.75%
$86.91 - $99.57 $4.08K - $4.68K
2.73K $267K
SCHW
Schwab Charles Corp

Financial Services
70
+ 2.97%
$91.03 - $98.69 $6.37K - $6.91K
2.43K $231K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.03%
$68.24 - $73.73 $68.2 - $73.7
2.9K $213K
SCHV
Schwab Strategic Tr Us Large C

ETFs
31
+ 0.4%
$27.61 - $29.15 $856 - $904
7.77K $226K
PG
Procter & Gamble CO

Consumer Defensive
154
+ 7.35%
$150.47 - $161.22 $23.2K - $24.8K
2.25K $345K
VIG
Vanguard Dividend Appreciation

ETFs
48
+ 3.73%
N/A
1.34K $243K
BND
Vanguard Bd Index Fd Inc Total

ETFs
48
+ 1.11%
$72.57 - $74.72 $3.48K - $3.59K
4.37K $324K
Ishares Bitcoin Trust ETF
22.7K
+ 4.19%
N/A
564K $0
Grayscale Bitcoin Mini Tr Et
6.39K
+ 40.23%
N/A
22.3K $0
JPHY
Jp Morgan High Yield Research

ETFs
520
+ 11.51%
N/A
5.04K $0
ETF Opportunities Trust
367K
+ 53.58%
N/A
1.05M $0
Atlassian Corporation
1.7K
New
N/A
1.7K $0
Rbb Fd Inc
12.3K
+ 1.05%
N/A
1.18M $0
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 2.86%
$915.95 - $994.57 $7.33K - $7.96K
288 $266K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 2.22%
$5364.25 - $5815.92 $5.36K - $5.82K
46 $248K
NFLX
Netflix Inc

Communication Services
10
+ 5.43%
$1147.87 - $1297.18 $11.5K - $13K
194 $232K
PGR
Progressive Corp

Financial Services
14
+ 1.54%
$238.61 - $264.3 $3.34K - $3.7K
925 $228K
CION
Cion Investment Corp

Financial Services
228
+ 0.09%
$9.48 - $10.86 $2.16K - $2.48K
268K $2.54M
IBM
International Business Machines Corp

Technology
9
+ 0.38%
$234.77 - $292.47 $2.11K - $2.63K
2.38K $672K
KO
Coca Cola CO

Consumer Defensive
25
+ 0.32%
$65.67 - $71.67 $1.64K - $1.79K
7.94K $526K
ACN
Accenture PLC

Technology
55
+ 4.14%
$232.56 - $304.78 $12.8K - $16.8K
1.38K $341K
Activity Summary
Buys All Purchases 93 New Holdings 15 Increased Positions 78 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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