Acorn Wealth Advisors, LLC Purchases in Q2 2025

Acorn Wealth Advisors, LLC

  • $251 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
85K
+ 98.35%
$22.27 - $29.21 $1.89M - $2.48M
171K $5.01M
VEA
Vanguard Ftse Developed Market

ETFs
45K
New
$45.65 - $57.01 $2.06M - $2.57M
45K $2.57M
VTI
Vanguard Total Stock Market Et

ETFs
4.64K
+ 50.66%
$243.75 - $303.93 $1.13M - $1.41M
13.8K $4.19M
VUG
Vanguard Growth ETF

ETFs
3.01K
+ 283.79%
$329.49 - $438.4 $992K - $1.32M
4.07K $1.79M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.1K
New
$58.41 - $72.69 $1.12M - $1.39M
19.1K $1.39M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25.2K
+ 17.2%
$29.12 - $35.84 $734K - $903K
172K $6.15M
VTV
Vanguard Value ETF

ETFs
4.97K
+ 59.25%
$153.67 - $176.74 $763K - $878K
13.3K $2.36M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.6K
+ 263.06%
$39.89 - $49.46 $702K - $870K
24.3K $1.2M
BNDX
Vanguard Total International B

ETFs
16.9K
New
$48.77 - $49.55 $824K - $837K
16.9K $836K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.52K
New
$96.84 - $99.46 $728K - $748K
7.52K $745K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.7K
+ 96.56%
$77.74 - $78.78 $676K - $685K
17.7K $1.39M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
13.6K
+ 9.23%
$41.1 - $42.37 $559K - $576K
161K $6.8M
JPM
Jpmorgan Chase & CO

Financial Services
154
+ 1.23%
$210.28 - $289.91 $32.4K - $44.6K
12.6K $3.66M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.22K
+ 11.47%
$152.93 - $181.74 $339K - $403K
21.5K $3.91M
DFSV
Dimensional ETF Tr Dimensional

ETFs
16.2K
+ 36.73%
$24.21 - $29.47 $391K - $476K
60.1K $1.77M
PULS
Pgim ETF Tr

ETFs
10.5K
+ 12.51%
$49.39 - $49.76 $520K - $524K
94.7K $4.71M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.6K
+ 5.75%
$53.65 - $67.02 $140K - $175K
47.9K $3.21M
VB
Vanguard Small Cap ETF

ETFs
1.05K
+ 7.9%
$193.73 - $237.37 $203K - $249K
14.3K $3.4M
MUB
Ishares National Muni Bond ETF

ETFs
4.04K
New
$102.31 - $105.8 $413K - $427K
4.04K $421K
META
Meta Platforms, Inc.

Communication Services
283
+ 21.69%
$484.66 - $738.09 $137K - $209K
1.59K $1.17M
DFAI
Dimensional ETF Tr

ETFs
9.68K
+ 46.29%
$28.02 - $34.71 $271K - $336K
30.6K $1.06M
AVUS
American Centy ETF Tr Avantis

ETFs
3.94K
New
$81.38 - $100.82 $321K - $398K
3.94K $397K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.12K
New
$75.05 - $77.34 $384K - $396K
5.12K $395K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.31K
New
$45.2 - $46.6 $376K - $387K
8.31K $385K
URI
United Rentals, Inc.

Industrials
507
New
$551.94 - $753.4 $280K - $382K
507 $381K
AMZN
Amazon Com Inc

Consumer Cyclical
729
+ 10.3%
$167.32 - $223.3 $122K - $163K
7.81K $1.71M
IYW
Ishares Dj Us Tech ETF

ETFs
1.96K
New
$122.57 - $173.27 $240K - $340K
1.96K $339K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.77K
New
$66.5 - $71.25 $317K - $340K
4.77K $331K
ORCL
Oracle Corp

Technology
1.4K
New
$122.82 - $218.63 $172K - $306K
1.4K $305K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.11K
New
$35.35 - $42.68 $251K - $304K
7.11K $302K
ASML
Asml Holding Nv

Technology
378
New
$595.37 - $815.24 $225K - $308K
378 $302K
QQQ
Invesco Qqq Trust, Series 1

ETFs
261
+ 14.35%
$416.06 - $551.64 $109K - $144K
2.08K $1.15M
PLTR
Palantir Technologies Inc.

Technology
806
+ 22.76%
$74.01 - $144.25 $59.7K - $116K
4.35K $592K
SPMD
Spdr Portfolio

ETFs
5.28K
New
$44.89 - $54.38 $237K - $287K
5.28K $286K
GBIL
Goldman Sachs Access Treasury

ETFs
2.84K
New
$99.83 - $100.19 $283K - $284K
2.84K $284K
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.32K
+ 13.72%
$29.36 - $35.56 $156K - $189K
44.1K $1.57M
BX
Blackstone Inc.

Financial Services
813
+ 5.18%
$120.07 - $151.11 $97.6K - $123K
16.5K $2.47M
NFLX
Netflix Inc

Communication Services
192
New
$855.86 - $1339.13 $164K - $257K
192 $257K
CAT
Caterpillar Inc

Industrials
11
+ 0.26%
$273.94 - $388.21 $3.01K - $4.27K
4.18K $1.62M
HYLS
First Tr Tactical High Yield L

ETFs
5.48K
+ 27.68%
$39.8 - $41.84 $218K - $229K
25.3K $1.06M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
9.18K
+ 26.25%
$24.48 - $24.9 $225K - $229K
44.2K $1.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.68K
+ 48.59%
$32.66 - $40.75 $153K - $191K
14.3K $579K
TT
Trane Technologies PLC

Industrials
522
New
$315.21 - $437.41 $165K - $228K
522 $228K
RDVY
First Trust Rising Dividend Ac

ETFs
3.65K
New
$51.6 - $62.74 $188K - $229K
3.65K $228K
NEE
Nextera Energy Inc

Utilities
3.17K
New
$64.11 - $75.0 $203K - $238K
3.17K $220K
GE
General Electric CO

Industrials
241
+ 8.8%
$166.81 - $257.39 $40.2K - $62K
2.98K $766K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
3.99K
New
$38.95 - $53.59 $156K - $214K
3.99K $214K
NRG
Nrg Energy, Inc.

Utilities
1.34K
New
$83.61 - $162.67 $112K - $217K
1.34K $214K
SOXX
Ishares Semiconductor ETF

ETFs
882
New
$154.86 - $239.07 $137K - $211K
882 $210K
Activity Summary
Buys All Purchases 131 New Holdings 35 Increased Positions 96 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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