Acorn Financial Advisory Services Inc Incresed Positions in Q4 2024

Acorn Financial Advisory Services Inc

  • $523 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
50
+ 0.33%
$34.42 - $35.88 $1.72K - $1.79K
15.1K $525K
BND
Vanguard Bd Index Fd Inc Total

ETFs
51
+ 1.23%
$71.75 - $75.11 $3.66K - $3.83K
4.21K $302K
VTV
Vanguard Value ETF

ETFs
2
+ 0.1%
$168.32 - $181.87 $337 - $364
1.99K $336K
DGRO
Ishares Core Dividend Growth E

ETFs
138
+ 0.89%
$60.73 - $64.94 $8.38K - $8.96K
15.7K $963K
APD
Air Products & Chemicals, Inc.

Basic Materials
22
+ 0.84%
$285.5 - $335.62 $6.28K - $7.38K
2.64K $766K
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 1.22%
$385.02 - $431.37 $6.16K - $6.9K
1.33K $515K
XLV
Select Sector Spdr Fund Health

ETFs
323
+ 8.88%
$136.28 - $154.74 $44K - $50K
3.96K $544K
XLU
Utilities Sector Spdr

ETFs
3
+ 0.09%
$74.89 - $82.93 $225 - $249
3.44K $260K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.22K
+ 191.72%
$26.93 - $84.95 $194K - $613K
11K $300K
DUK
Duke Energy Corp

Utilities
1
+ 0.03%
$105.76 - $120.76 $106 - $121
3.25K $349K
D
Dominion Energy, Inc

Utilities
389
+ 2.65%
$52.63 - $60.92 $20.5K - $23.7K
15.1K $810K
VZ
Verizon Communications Inc

Communication Services
766
+ 4.89%
$39.6 - $45.21 $30.3K - $34.6K
16.4K $657K
KO
Coca Cola CO

Consumer Defensive
91
+ 1.13%
$61.74 - $71.71 $5.62K - $6.53K
8.15K $507K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13K
+ 91.57%
$18.41 - $40.87 $240K - $532K
27.2K $503K
CION
Cion Investment Corp

Financial Services
345
+ 0.14%
$11.25 - $12.08 $3.88K - $4.17K
254K $2.89M
XOM
Exxon Mobil Corp

Energy
54
+ 0.24%
$105.51 - $125.37 $5.7K - $6.77K
22.5K $2.42M
LMT
Lockheed Martin Corp

Industrials
19
+ 0.29%
$479.66 - $614.62 $9.11K - $11.7K
6.47K $3.15M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.28K
+ 1.36%
$96.64 - $101.23 $511K - $535K
394K $38.2M
VEA
Vanguard Ftse Developed Market

ETFs
43.8K
+ 6.25%
$47.57 - $52.44 $2.08M - $2.3M
745K $35.6M
Activity Summary
Buys All Purchases 85 New Holdings 15 Increased Positions 70 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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