Acorn Wealth Advisors, LLC Purchases and Sells in Q1 2025

Acorn Wealth Advisors, LLC

$222 Million
Q1 2025

Top Buys

Incresed Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	17.8K + 31.6%	$46.74 - $47.55 $834K - $848K	74.3K $3.53M
LQD	3.22K + 110.6%	$105.1 - $109.61 $338K - $352K	6.12K $665K
RSP	1.9K + 10.9%	$169.43 - $182.84 $322K - $347K	19.3K $3.35M
SCHB	15.2K + 31.06%	$21.23 - $23.75 $323K - $362K	64.3K $1.38M
PULS	4.95K + 6.25%	$49.56 - $49.78 $245K - $246K	84.2K $4.19M
GLD	122 + 2.6%	$243.19 - $288.14 $29.7K - $35.2K	4.82K $1.39M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	2.92K New	$84.95 - $100.62 $248K - $293K	2.92K $254K
PM	1.36K New	$117.15 - $158.79 $160K - $217K	1.36K $216K
IAU	3.48K New	$49.74 - $58.96 $173K - $205K	3.48K $205K
USHY	5.47K New	$36.63 - $37.45 $200K - $205K	5.47K $201K
CHOICEONE FINL SVCS INC	7.92K New	N/A	7.92K $0
PGIM ETF TR	20.7K New	N/A	20.7K $0

Top Sells

Reduced Positions

104 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-53 - 0.33%	$375.39 - $447.2 $19.9K - $23.7K	16K $5.99M
DFCF	-19.7K - 11.79%	$40.79 - $42.32 $804K - $834K	147K $6.2M
NVDA	-449 - 2.31%	$106.98 - $149.43 $48K - $67.1K	19K $2.06M
VB	-266 - 1.96%	$217.89 - $252.64 $58K - $67.2K	13.3K $2.94M
SCHM	-2.56K - 1.8%	$25.58 - $29.24 $65.4K - $74.7K	139K $3.65M
BUFR	-6.14K - 4.99%	$29.34 - $31.31 $180K - $192K	117K $3.47M

Activity Summary All Purchases 102 New Holdings 6 Increased Positions 96 All Sells 104 Reductions 104 Sold out 0 Calls 0 Puts 0

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