Acorn Financial Advisory Services Inc has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $508 Million distributed in 207 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 $73.1M, Ishares Core U.S. Aggregate Bo with a value of $39.3M, Vanguard Growth ETF with a value of $39.1M, Vanguard Ftse Developed Market with a value of $37M, and Vanguard Small Cap ETF with a value of $36.3M.
Examining the 13F form we can see an increase of $24.9M in the current position value, from $483M to 508M.
Below you can find more details about Acorn Financial Advisory Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$508 Million
ETFs: $380 Million
Technology: $56.5 Million
Consumer Cyclical: $23.4 Million
Financial Services: $12.1 Million
Healthcare: $10.3 Million
Communication Services: $9.69 Million
Industrials: $5.45 Million
Real Estate: $3.74 Million
Other: $6.61 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
