Acorn Financial Advisory Services Inc Sells in Q2 2025

Acorn Financial Advisory Services Inc

  • $498 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OBIL
Rbb Fd Inc Us Treas 12 Month B
-3.49K
- 4.27%
N/A
78.3K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-11K
- 37.28%
N/A
18.6K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-249
- 9.5%
$498.8 - $620.9 $124K - $155K
2.37K $1.47M
Rbb Fd Inc
-59.9K
- 4.87%
N/A
1.17M $0
WDAY
Workday, Inc.

Technology
-28
- 2.19%
$210.47 - $274.71 $5.89K - $7.69K
1.25K $299K
IVW
Ishares S&P 500 Growth ETF

ETFs
-379
- 15.17%
$82.96 - $110.1 $31.4K - $41.7K
2.12K $233K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-75
- 0.48%
$10.59 - $11.48 $794 - $861
15.6K $179K
ORCL
Oracle Corp

Technology
-666
- 34.24%
$122.82 - $218.63 $81.8K - $146K
1.28K $279K
DIS
Walt Disney CO

Communication Services
-515
- 17.05%
$81.72 - $124.01 $42.1K - $63.9K
2.51K $310K
ZION
Zions Bancorporation, National Association

Financial Services
-123
- 1.41%
$41.39 - $51.94 $5.09K - $6.39K
8.63K $448K
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.26K
- 11.7%
$30.53 - $40.65 $38.6K - $51.4K
9.54K $387K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-52
- 7.66%
$320.42 - $424.58 $16.7K - $22.1K
627 $266K
OZK
Bank Ozk

Financial Services
-96
- 1.25%
$37.58 - $47.34 $3.61K - $4.54K
7.59K $357K
BAC
Bank Of America Corp

Financial Services
-1.04K
- 7.65%
$34.39 - $47.46 $35.6K - $49.1K
12.5K $591K
QLYS
Qualys, Inc.

Technology
-44
- 2.26%
$115.21 - $142.87 $5.07K - $6.29K
1.9K $271K
MCK
Mckesson Corp

Healthcare
-2
- 0.43%
$652.83 - $732.78 $1.31K - $1.47K
466 $341K
NTNX
Nutanix, Inc.

Technology
-330
- 4.12%
$58.17 - $83.07 $19.2K - $27.4K
7.67K $586K
WMT
Walmart Inc.

Consumer Defensive
-50
- 1.39%
$81.79 - $99.98 $4.09K - $5K
3.56K $348K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.23K
- 6.01%
$34.72 - $42.74 $112K - $138K
50.5K $2.16M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 4.26%
$4164.15 - $5789.24 $8.33K - $11.6K
45 $260K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-2.16K
- 5.51%
$26.53 - $32.81 $57.3K - $70.8K
37K $1.2M
UAA
Under Armour, Inc.

Consumer Cyclical
-4.6K
- 3.36%
$4.94 - $7.03 $22.7K - $32.3K
132K $903K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-9
- 0.12%
$65.84 - $80.81 $593 - $727
7.71K $617K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-8
- 0.69%
$164.46 - $237.28 $1.32K - $1.9K
1.16K $274K
JPM
Jpmorgan Chase & CO

Financial Services
-13
- 1.01%
$210.28 - $289.91 $2.73K - $3.77K
1.28K $370K
VV
Vanguard Large Cap ETF

ETFs
-116
- 3.16%
$228.25 - $285.3 $26.5K - $33.1K
3.55K $1.01M
PENN
Penn National Gaming Inc

Consumer Cyclical
-2.63K
- 3.27%
$13.75 - $18.28 $36.2K - $48.1K
77.9K $1.39M
C
Citigroup Inc

Financial Services
-358
- 4.59%
$58.13 - $85.12 $20.8K - $30.5K
7.45K $633K
XLK
Technology Sector Spdr

ETFs
-302
- 9.06%
$179.73 - $253.23 $54.3K - $76.5K
3.03K $767K
MELI
Mercadolibre Inc

Consumer Cyclical
-11
- 6.15%
$1794.73 - $2613.63 $19.7K - $28.7K
168 $439K
IBM
International Business Machines Corp

Technology
-57
- 2.34%
$221.03 - $294.78 $12.6K - $16.8K
2.38K $700K
PCT
Pure Cycle Technologies, Inc.

Industrials
-325
- 2.04%
$5.57 - $14.12 $1.81K - $4.59K
15.6K $213K
PSTG
Pure Storage, Inc.

Technology
-407
- 4.18%
$37.18 - $57.58 $15.1K - $23.4K
9.32K $536K
GS
Goldman Sachs Group Inc

Financial Services
-13
- 1.64%
$462.22 - $707.75 $6.01K - $9.2K
778 $550K
EXAS
Exact Sciences Corp

Healthcare
-592
- 3.72%
$40.31 - $58.08 $23.9K - $34.4K
15.3K $814K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-63
- 1.08%
$40.51 - $71.03 $2.55K - $4.47K
5.76K $404K
CCL
Carnival Corp

Consumer Cyclical
-350
- 2.16%
$16.43 - $28.12 $5.75K - $9.84K
15.9K $445K
PZZA
Papa Johns International Inc

Consumer Cyclical
-439
- 2.27%
$30.45 - $51.79 $13.4K - $22.7K
18.9K $926K
SPY
Spdr S&P 500 ETF Trust

ETFs
-142
- 3.73%
$496.48 - $617.85 $70.5K - $87.7K
3.67K $2.27M
NOW
Service Now, Inc.

Technology
-11
- 1.74%
$721.65 - $1040.18 $7.94K - $11.4K
620 $637K
BWA
Borgwarner Inc

Consumer Cyclical
-1.25K
- 3.11%
$24.84 - $33.92 $31.1K - $42.4K
39K $1.31M
PANW
Palo Alto Networks Inc

Technology
-210
- 3.4%
$152.44 - $204.64 $32K - $43K
5.97K $1.22M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.05K
- 1.42%
$38.29 - $44.77 $40.2K - $47.1K
73K $3.27M
QJUN
First Tr ETF
-1.09K
- 1.41%
$24.35 - $29.57 $26.5K - $32.2K
76.2K $2.25M
CRNC
Cerence Inc.

Technology
-4.29K
- 3.57%
$6.88 - $10.21 $29.5K - $43.8K
116K $1.18M
GE
General Electric CO

Industrials
-177
- 3.56%
$166.81 - $257.39 $29.5K - $45.6K
4.79K $1.23M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-269
- 3.88%
$89.13 - $167.48 $24K - $45.1K
6.66K $1.01M
VO
Vanguard Mid Cap ETF

ETFs
-212
- 1.3%
$228.54 - $279.83 $48.5K - $59.3K
16K $4.49M
DXCM
Dexcom Inc

Healthcare
-679
- 3.23%
$59.83 - $87.57 $40.6K - $59.5K
20.4K $1.78M
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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