Acorn Wealth Advisors, LLC Purchases and Sells in Q2 2024

Acorn Wealth Advisors, LLC

$194 Million
Q2 2024

Top Buys

Incresed Positions

112 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	32.5K + 18.46%	$70.55 - $72.66 $2.29M - $2.36M	208K $15M
DFCF	32.4K + 26.28%	$40.79 - $41.97 $1.32M - $1.36M	156K $6.47M
BUFR	35.9K + 57.15%	$27.33 - $28.95 $980K - $1.04M	98.6K $2.85M
MOAT	13.8K + 18.95%	$83.97 - $89.72 $1.16M - $1.24M	86.5K $7.49M
PULS	18.1K + 35.99%	$49.47 - $49.75 $897K - $903K	68.6K $3.41M
AAPL	385 + 2.14%	$165.0 - $216.67 $63.5K - $83.4K	18.4K $3.87M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	1.03K New	$497.53 - $549.64 $511K - $565K	1.03K $562K
WTAI	13.1K New	$18.47 - $21.05 $242K - $276K	13.1K $274K
AVGO	165 New	$1204.71 - $1828.87 $199K - $302K	165 $264K
RDVY	4.66K New	$53.05 - $55.95 $247K - $260K	4.66K $254K
IVE	1.32K New	$176.58 - $186.7 $233K - $246K	1.32K $239K
WMT	3.26K New	$58.85 - $68.9 $192K - $225K	3.26K $221K

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-4.53K - 2.87%	$75.81 - $80.15 $343K - $363K	153K $11.9M
SPLV	-8.51K - 22.87%	$62.61 - $66.18 $532K - $563K	28.7K $1.86M
SCHM	-2.87K - 5.34%	$75.69 - $81.19 $217K - $233K	50.9K $3.96M
SCHB	-5.97K - 21.58%	$57.57 - $63.3 $344K - $378K	21.7K $1.36M
SHY	-3.31K - 13.83%	$81.05 - $81.66 $268K - $270K	20.6K $1.68M
XOP	-700 - 7.78%	$142.71 - $160.59 $99.9K - $112K	8.3K $1.21M

Activity Summary All Purchases 123 New Holdings 11 Increased Positions 112 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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