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
BAC
Bank Of America Corp

Financial Services
4.36K
New
$34.39 - $47.46 $150K - $207K
4.36K $206K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.83K
New
$29.52 - $35.31 $172K - $206K
5.83K $205K
DTM
Dt Midstream, Inc.

Energy
1.84K
New
$87.23 - $109.91 $160K - $202K
1.84K $201K
JCI
Johnson Controls International PLC

Industrials
1.9K
New
$71.14 - $105.62 $135K - $200K
1.9K $200K
FSIG
First Tr ETF Iv LTD Duration I
10.5K
New
$18.77 - $19.14 $197K - $201K
10.5K $200K
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.65K
+ 6.86%
$45.9 - $47.2 $167K - $172K
56.8K $2.67M
DFAE
Dimensional ETF Tr

ETFs
4.48K
+ 33.32%
$22.87 - $28.95 $102K - $130K
17.9K $518K
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.02K
+ 39.19%
$24.94 - $31.15 $100K - $125K
14.3K $443K
AVUV
American Centy ETF Tr Avantis

ETFs
1.4K
+ 48.03%
$75.17 - $91.21 $105K - $128K
4.32K $393K
DFAU
Dimensional ETF Tr

ETFs
6
+ 0.02%
$34.04 - $42.36 $204 - $254
34.2K $1.45M
COST
Costco Wholesale Corp

Consumer Defensive
110
+ 21.57%
$908.13 - $1056.85 $99.9K - $116K
620 $613K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.53K
+ 33.49%
$48.13 - $49.85 $122K - $126K
10.1K $494K
HD
Home Depot, Inc.

Consumer Cyclical
296
+ 6.96%
$335.24 - $380.78 $99.2K - $113K
4.55K $1.67M
RWL
Invesco Exchange Traded Fd Tr

ETFs
676
+ 9.26%
$89.02 - $104.29 $60.2K - $70.5K
7.97K $831K
DFIV
Dimensional ETF Tr

ETFs
1.37K
+ 10.88%
$34.67 - $43.21 $47.6K - $59.4K
14K $599K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
82
+ 5.24%
$468.22 - $566.51 $38.4K - $46.5K
1.65K $933K
DISV
Dimensional ETF Tr Dimensional

ETFs
890
+ 5.45%
$25.93 - $32.91 $23.1K - $29.3K
17.2K $566K
GOOGL
Alphabet Inc.

Communication Services
17
+ 0.45%
$144.7 - $178.6 $2.46K - $3.04K
3.81K $671K
GLD
Spdr Gold Trust

ETFs
16
+ 0.33%
$273.71 - $316.29 $4.38K - $5.06K
4.83K $1.47M
WMT
Walmart Inc.

Consumer Defensive
353
+ 9.61%
$81.79 - $99.98 $28.9K - $35.3K
4.03K $393K
DIHP
Dimensional ETF Tr Dimensional

ETFs
881
+ 4.98%
$24.32 - $29.74 $21.4K - $26.2K
18.6K $547K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.13K
+ 5.85%
$23.14 - $27.82 $26.1K - $31.4K
20.4K $559K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
1.33K
+ 14.9%
$23.66 - $29.99 $31.5K - $39.9K
10.3K $307K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
1.29K
+ 13.17%
$22.25 - $28.0 $28.7K - $36.1K
11.1K $310K
V
Visa Inc.

Financial Services
127
+ 4.65%
$308.27 - $373.31 $39.2K - $47.4K
2.86K $1.02M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
889
+ 10.84%
$45.11 - $52.34 $40.1K - $46.5K
9.09K $475K
XLF
Financial Sector Spdr

ETFs
777
+ 14.89%
$43.92 - $52.37 $34.1K - $40.7K
6K $314K
BA
Boeing CO

Industrials
9
+ 0.66%
$136.59 - $217.51 $1.23K - $1.96K
1.37K $286K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.23%
$470.37 - $663.28 $470 - $663
441 $292K
VIG
Vanguard Dividend Appreciation

ETFs
299
+ 1.08%
N/A
28K $5.11M
VO
Vanguard Mid Cap ETF

ETFs
41
+ 2.18%
$228.54 - $279.83 $9.37K - $11.5K
1.92K $536K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
316
+ 11.17%
$75.29 - $91.16 $23.8K - $28.8K
3.14K $283K
GOOG
Alphabet Inc.

Communication Services
15
+ 0.77%
$146.58 - $180.01 $2.2K - $2.7K
1.97K $349K
SCHA
Schwab Strategic Tr Us Small C

ETFs
22
+ 0.1%
$20.42 - $25.3 $449 - $557
21.5K $543K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
374
+ 9.21%
$66.87 - $79.47 $25K - $29.7K
4.43K $352K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.87K
+ 9.66%
$24.14 - $25.43 $45.1K - $47.6K
21.2K $526K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
85
+ 1.64%
$49.48 - $61.22 $4.21K - $5.2K
5.28K $321K
PM
Philip Morris International Inc.

Consumer Defensive
11
+ 0.81%
$149.23 - $184.95 $1.64K - $2.03K
1.38K $250K
F
Ford Motor CO

Consumer Cyclical
466
+ 1.52%
$8.69 - $10.85 $4.05K - $5.06K
31.1K $337K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
84
+ 0.44%
$37.73 - $43.54 $3.17K - $3.66K
19.1K $826K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
130
+ 2.85%
$51.16 - $62.02 $6.65K - $8.06K
4.69K $290K
SYK
Stryker Corp

Healthcare
3
+ 0.31%
$337.37 - $395.63 $1.01K - $1.19K
965 $381K
FSK
Fs Kkr Capital Corp

Financial Services
1.6K
+ 3.24%
$17.95 - $21.5 $28.8K - $34.5K
51.1K $1.06M
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
20K
New
$1.04 - $1.63 $20.8K - $32.6K
20K $23K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
978
+ 3.76%
$68.13 - $74.77 $66.6K - $73.1K
27K $1.96M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.08%
$174.82 - $215.79 $175 - $216
1.32K $284K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
228
+ 0.24%
N/A
96.1K $8.25M
LMT
Lockheed Martin Corp

Industrials
8
+ 0.9%
$430.82 - $486.45 $3.45K - $3.89K
895 $414K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
171
+ 2.1%
$38.18 - $45.52 $6.53K - $7.78K
8.31K $363K
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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