Acorn Financial Advisory Services Inc Reduced Holdings in Q2 2025

Acorn Financial Advisory Services Inc

  • $498 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.1K
- 3.68%
$172.42 - $223.89 $363K - $471K
55.1K $11.3M
CACI
Caci International Inc

Technology
-757
- 19.81%
N/A
3.06K $1.31M
XOM
Exxon Mobil Corp

Energy
-1.22K
- 7.33%
$99.93 - $119.04 $122K - $145K
15.4K $1.66M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.73K
- 24.69%
$162.76 - $195.77 $281K - $338K
5.27K $1.03M
GMED
Globus Medical Inc

Healthcare
-540
- 3.58%
$55.82 - $75.5 $30.1K - $40.8K
14.5K $857K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.5K
- 21.41%
$219.76 - $276.94 $330K - $416K
5.51K $1.53M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.04K
- 17.76%
$167.32 - $223.3 $508K - $678K
14.1K $3.09M
AVLV
American Centy ETF Tr Avantis
-2.47K
- 26.35%
$56.85 - $68.21 $141K - $169K
6.91K $471K
FVD
First Tr Value Line Divid Inde

ETFs
-3.15K
- 5.18%
$40.62 - $45.12 $128K - $142K
57.7K $2.58M
HD
Home Depot, Inc.

Consumer Cyclical
-346
- 37.77%
$335.24 - $380.78 $116K - $132K
570 $208K
PECO
Phillips Edison & Company, Inc.

Real Estate
-2.76K
- 19.7%
$33.53 - $37.33 $92.5K - $103K
11.3K $394K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
-2.27K
- 3.29%
$10.67 - $15.71 $24.2K - $35.6K
66.6K $869K
ASAN
Asana, Inc.

Technology
-2.43K
- 3.88%
$12.93 - $19.0 $31.4K - $46.1K
60.2K $812K
DUK
Duke Energy Corp

Utilities
-695
- 18.61%
$112.46 - $124.05 $78.2K - $86.2K
3.04K $358K
TREE
Lending Tree, Inc.

Financial Services
-203
- 3.12%
$33.74 - $54.12 $6.85K - $11K
6.3K $233K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
-6.32K
- 2.75%
$6.87 - $8.24 $43.4K - $52K
224K $1.76M
DOCU
Docusign, Inc.

Technology
-483
- 3.42%
$70.35 - $93.84 $34K - $45.3K
13.6K $1.06M
VZ
Verizon Communications Inc

Communication Services
-1.02K
- 6.39%
$41.67 - $45.62 $42.5K - $46.5K
14.9K $646K
CDLX
Cardlytics, Inc.

Communication Services
-11.3K
- 3.34%
$1.23 - $2.17 $13.9K - $24.5K
326K $538K
MUB
Ishares National Muni Bond ETF

ETFs
-624
- 17.63%
$102.31 - $105.8 $63.8K - $66K
2.92K $304K
VIG
Vanguard Dividend Appreciation

ETFs
-372
- 22.41%
N/A
1.29K $234K
JNJ
Johnson & Johnson

Healthcare
-297
- 16.89%
$146.36 - $159.82 $43.5K - $47.5K
1.46K $223K
VOT
Vanguard Mid Cap Growth Index

ETFs
-666
- 21.62%
$216.28 - $284.39 $144K - $189K
2.41K $686K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-639
- 1.53%
$99.1 - $99.49 $63.3K - $63.6K
41.1K $4.08M
VXF
Vanguard Extended Market ETF

ETFs
-1.39K
- 13.5%
$150.43 - $192.71 $209K - $267K
8.89K $1.71M
PG
Procter & Gamble CO

Consumer Defensive
-196
- 8.56%
$157.66 - $172.39 $30.9K - $33.8K
2.1K $333K
COLL
Collegium Pharmaceutical, Inc

Healthcare
-1.43K
- 3.69%
$24.67 - $30.44 $35.2K - $43.4K
37.2K $1.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.75K
- 16.89%
$53.65 - $67.02 $93.6K - $117K
8.58K $575K
CCI
Crown Castle International Corp

Real Estate
-229
- 2.02%
$94.83 - $107.06 $21.7K - $24.5K
11.1K $1.14M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-811
- 11.29%
$45.12 - $46.23 $36.6K - $37.5K
6.37K $294K
DVA
Davita Inc.

Healthcare
-74
- 3.12%
$133.5 - $155.51 $9.88K - $11.5K
2.3K $327K
APD
Air Products & Chemicals, Inc.

Basic Materials
-2
- 0.08%
$248.61 - $294.96 $497 - $590
2.63K $742K
VTV
Vanguard Value ETF

ETFs
-228
- 13.48%
$153.67 - $176.74 $35K - $40.3K
1.46K $258K
MA
Mastercard Inc

Financial Services
-69
- 12.21%
$479.92 - $590.74 $33.1K - $40.8K
496 $278K
AMT
American Tower Corp

Real Estate
-221
- 3.23%
$203.96 - $228.19 $45.1K - $50.4K
6.63K $1.46M
CRM
Salesforce, Inc.

Technology
-176
- 3.3%
$236.26 - $291.15 $41.6K - $51.2K
5.15K $1.4M
ACN
Accenture PLC

Technology
-9
- 0.67%
$279.23 - $323.21 $2.51K - $2.91K
1.33K $397K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-642
- 6.48%
$36.25 - $42.28 $23.3K - $27.1K
9.26K $391K
DGRO
Ishares Core Dividend Growth E

ETFs
-656
- 4.56%
$55.22 - $63.94 $36.2K - $41.9K
13.7K $877K
SQ
Block, Inc.

Technology
-188
- 2.46%
N/A
7.45K $426K
KO
Coca Cola CO

Consumer Defensive
-14
- 0.18%
$68.37 - $73.9 $957 - $1.03K
7.91K $559K
AKAM
Akamai Technologies Inc

Technology
-65
- 2.3%
N/A
2.76K $250K
D
Dominion Energy, Inc

Utilities
-181
- 1.3%
$49.66 - $58.0 $8.99K - $10.5K
13.7K $776K
GBIL
Goldman Sachs Access Treasury

ETFs
-39
- 1.8%
$99.83 - $100.19 $3.89K - $3.91K
2.13K $213K
AGZ
Ishares Agency Bond ETF

ETFs
-19
- 0.79%
$108.32 - $109.92 $2.06K - $2.09K
2.38K $261K
First Tr Exchng Traded Fd Vi
-1.26K
- 1.4%
N/A
88.5K $0
Tidal Tr Ii
-28K
- 35.62%
N/A
50.6K $0
Phinia Inc
-153
- 2.51%
N/A
5.94K $0
FSCO
Fs Cr Opportunities Corp Com
-5.51K
- 11.55%
N/A
42.2K $0
Activity Summary
Buys All Purchases 71 New Holdings 18 Increased Positions 53 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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