Acorn Wealth Advisors, LLC Purchases in Q3 2024

Acorn Wealth Advisors, LLC

  • $220 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
51.2K
+ 24.56%
$71.45 - $75.64 $3.66M - $3.87M
260K $19.5M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
33.4K
+ 21.45%
$41.34 - $43.55 $1.38M - $1.45M
189K $8.16M
DFIV
Dimensional ETF Tr

ETFs
32.1K
New
$34.66 - $38.38 $1.11M - $1.23M
32.1K $1.22M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
36.5K
+ 37.04%
$28.1 - $29.89 $1.03M - $1.09M
135K $4.04M
IGLB
Ishares 10+ Year Investment Gr

ETFs
19.1K
New
$49.38 - $54.19 $943K - $1.03M
19.1K $1.02M
V
Visa Inc.

Financial Services
2.73K
New
$253.74 - $291.56 $691K - $795K
2.73K $749K
PULS
Pgim ETF Tr

ETFs
11.5K
+ 16.71%
$49.47 - $49.8 $567K - $570K
80K $3.98M
AAPL
Apple Inc.

Technology
620
+ 3.38%
$207.23 - $234.82 $128K - $146K
19K $4.42M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9.08K
New
$50.02 - $54.5 $454K - $495K
9.08K $494K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.38K
+ 2.76%
$83.76 - $91.82 $116K - $127K
51.3K $4.69M
XOM
Exxon Mobil Corp

Energy
3.94K
+ 117.77%
$109.72 - $119.0 $432K - $469K
7.28K $853K
AMD
Advanced Micro Devices Inc

Technology
2.56K
New
$128.67 - $183.96 $330K - $472K
2.56K $420K
SLV
I Shares Silver Trust

ETFs
13.8K
New
$24.33 - $29.38 $336K - $406K
13.8K $392K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.41K
New
$49.93 - $51.15 $370K - $379K
7.41K $378K
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.5K
New
$26.69 - $29.87 $307K - $344K
11.5K $334K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.14K
New
$76.38 - $78.87 $316K - $326K
4.14K $325K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.59K
New
$77.22 - $89.49 $278K - $322K
3.59K $320K
FPE
First Tr Pfd Secs & Income ETF

ETFs
17.6K
New
$17.35 - $18.22 $305K - $320K
17.6K $317K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.55K
New
$47.7 - $48.54 $312K - $318K
6.55K $317K
VHT
Vanguard Health Care ETF

ETFs
238
+ 1.54%
$261.88 - $288.1 $62.3K - $68.6K
15.7K $4.42M
JPM
Jpmorgan Chase & CO

Financial Services
994
+ 8.53%
$194.9 - $224.8 $194K - $223K
12.7K $2.67M
ABT
Abbott Laboratories

Healthcare
2.7K
New
$100.07 - $118.13 $270K - $319K
2.7K $308K
VB
Vanguard Small Cap ETF

ETFs
85
+ 0.65%
$214.77 - $237.72 $18.3K - $20.2K
13.2K $3.13M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.13K
+ 18.39%
$92.63 - $105.69 $197K - $225K
13.7K $1.43M
HD
Home Depot, Inc.

Consumer Cyclical
17
+ 0.43%
$333.64 - $405.2 $5.67K - $6.89K
3.98K $1.61M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.3K
New
$23.04 - $24.06 $236K - $247K
10.3K $246K
ORCL
Oracle Corp

Technology
1.43K
New
$125.9 - $170.35 $180K - $244K
1.43K $243K
WFC
Wells Fargo & Company

Financial Services
4.24K
New
$51.58 - $60.97 $219K - $259K
4.24K $239K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3.39K
+ 8.97%
$42.87 - $45.76 $145K - $155K
41.2K $1.86M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.2K
New
$19.78 - $23.53 $202K - $240K
10.2K $236K
FSIG
First Tr ETF Iv LTD Duration I
12.1K
New
$18.72 - $19.32 $226K - $233K
12.1K $231K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.68K
+ 3.69%
$54.98 - $59.51 $92.5K - $100K
47.3K $2.81M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.4K
+ 3.93%
$85.84 - $85.84 $292K - $292K
89.9K $7.71M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.03K
New
$32.65 - $36.69 $197K - $221K
6.03K $219K
DIAL
Columbia ETF Tr I Diversified

ETFs
9.03K
+ 14.79%
$17.48 - $18.51 $158K - $167K
70.1K $1.3M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.91K
New
$104.5 - $114.97 $200K - $220K
1.91K $218K
SWK
Stanley Black & Decker, Inc.

Industrials
1.96K
New
$77.75 - $110.17 $153K - $216K
1.96K $216K
IEF
Ishares Barclays

ETFs
1.96K
+ 70.52%
$92.67 - $99.14 $182K - $195K
4.75K $465K
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.68K
New
$28.25 - $31.7 $189K - $212K
6.68K $205K
DIHP
Dimensional ETF Tr Dimensional

ETFs
7.43K
New
$25.23 - $27.94 $187K - $208K
7.43K $205K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
4.45K
New
$44.55 - $48.12 $198K - $214K
4.45K $203K
TT
Trane Technologies PLC

Industrials
516
New
$314.21 - $388.71 $162K - $201K
516 $200K
NVDA
Nvidia Corp

Technology
1.93K
+ 10.83%
$98.91 - $134.91 $190K - $260K
19.7K $2.39M
AMZN
Amazon Com Inc

Consumer Cyclical
1.23K
+ 21.31%
$161.02 - $200.0 $199K - $247K
7.02K $1.31M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.3K
+ 56.44%
$31.05 - $34.29 $134K - $147K
11.9K $408K
PG
Procter & Gamble CO

Consumer Defensive
710
+ 16.06%
$160.76 - $177.82 $114K - $126K
5.13K $888K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
2.49K
+ 7.91%
$23.66 - $26.53 $58.8K - $66K
33.9K $887K
XLK
Technology Sector Spdr

ETFs
689
+ 3.22%
$197.34 - $237.68 $136K - $164K
22.1K $4.99M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
5.59K
+ 50.66%
$19.5 - $20.28 $109K - $113K
16.6K $336K
Activity Summary
Buys All Purchases 125 New Holdings 27 Increased Positions 98 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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