Acorn Wealth Advisors, LLC Incresed Positions in Q4 2024

Acorn Wealth Advisors, LLC

  • $226 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
129K
+ 1081.04%
$33.92 - $36.6 $4.37M - $4.72M
141K $4.87M
DFSV
Dimensional ETF Tr Dimensional

ETFs
41.9K
+ 627.49%
$30.18 - $33.87 $1.26M - $1.42M
48.6K $1.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
63.6K
+ 464.0%
$25.93 - $105.3 $1.65M - $6.7M
77.3K $2.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.5K
+ 41.48%
$442.29 - $483.08 $665K - $726K
5.13K $2.32M
VTV
Vanguard Value ETF

ETFs
3.83K
+ 80.21%
$168.32 - $181.87 $645K - $697K
8.61K $1.46M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.8K
+ 27.89%
$174.22 - $187.62 $662K - $713K
17.4K $3.05M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.01K
+ 92.33%
$113.92 - $127.38 $457K - $511K
8.35K $962K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.7K
+ 5.22%
N/A
94.6K $8.12M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.63K
+ 112.04%
$77.02 - $78.58 $357K - $364K
8.77K $677K
GLD
Spdr Gold Trust

ETFs
1.45K
+ 44.76%
$236.59 - $257.5 $343K - $374K
4.69K $1.14M
DIHP
Dimensional ETF Tr Dimensional

ETFs
14K
+ 188.79%
$25.15 - $27.57 $353K - $387K
21.5K $541K
TSLA
Tesla, Inc.

Consumer Cyclical
73
+ 4.07%
$213.65 - $479.86 $15.6K - $35K
1.87K $753K
SLV
I Shares Silver Trust

ETFs
10.6K
+ 76.41%
$26.33 - $31.74 $278K - $335K
24.4K $642K
AMZN
Amazon Com Inc

Consumer Cyclical
77
+ 1.1%
$180.88 - $232.93 $13.9K - $17.9K
7.1K $1.56M
XLK
Technology Sector Spdr

ETFs
74
+ 0.33%
$220.26 - $241.44 $16.3K - $17.9K
22.2K $5.16M
AVGO
Broadcom Inc.

Technology
81
+ 3.65%
$159.67 - $250.0 $12.9K - $20.3K
2.3K $533K
VB
Vanguard Small Cap ETF

ETFs
332
+ 2.51%
$233.76 - $261.58 $77.6K - $86.8K
13.5K $3.25M
V
Visa Inc.

Financial Services
11
+ 0.4%
$273.87 - $320.91 $3.01K - $3.53K
2.74K $864K
FSK
Fs Kkr Capital Corp

Financial Services
1.09K
+ 2.36%
$19.71 - $22.22 $21.4K - $24.2K
47.3K $1.03M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.83K
+ 24.0%
$25.3 - $26.31 $97K - $101K
19.8K $506K
QQQ
Invesco Qqq Trust, Series 1

ETFs
89
+ 5.26%
$481.22 - $538.17 $42.8K - $47.9K
1.78K $910K
VO
Vanguard Mid Cap ETF

ETFs
268
+ 17.75%
$261.5 - $284.63 $70.1K - $76.3K
1.78K $469K
SGOL
Abrdn Gold ETF Trust

ETFs
2.37K
+ 11.07%
$24.46 - $26.62 $57.9K - $63K
23.8K $594K
CSCO
Cisco Systems, Inc.

Technology
41
+ 0.45%
$52.45 - $60.02 $2.15K - $2.46K
9.22K $545K
QUAL
Ishares Msci Usa Quality Facto

ETFs
387
+ 2.77%
$176.42 - $186.91 $68.3K - $72.3K
14.4K $2.56M
META
Meta Platforms, Inc.

Communication Services
44
+ 3.51%
$554.08 - $632.68 $24.4K - $27.8K
1.3K $765K
VUG
Vanguard Growth ETF

ETFs
34
+ 3.29%
$378.79 - $428.11 $12.9K - $14.6K
1.07K $438K
DFAS
Dimensional ETF Tr U S Small C

ETFs
618
+ 8.69%
$63.58 - $71.15 $39.3K - $44K
7.73K $502K
BMY
Bristol Myers Squibb CO

Healthcare
40
+ 0.49%
$51.92 - $59.94 $2.08K - $2.4K
8.14K $460K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
290
+ 6.22%
$58.39 - $67.04 $16.9K - $19.4K
4.95K $314K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
1.49K
+ 4.03%
$24.13 - $24.45 $36K - $36.4K
38.5K $934K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
92
+ 0.7%
$19.51 - $23.42 $1.79K - $2.15K
13.2K $290K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 1.81%
$873.59 - $994.69 $7.86K - $8.95K
505 $462K
HD
Home Depot, Inc.

Consumer Cyclical
223
+ 5.6%
$385.02 - $431.37 $85.9K - $96.2K
4.2K $1.64M
MO
Altria Group, Inc.

Consumer Defensive
134
+ 1.41%
$49.06 - $57.74 $6.57K - $7.74K
9.67K $505K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
1.52K
+ 6.13%
$19.42 - $19.79 $29.6K - $30.1K
26.3K $512K
XLF
Financial Sector Spdr

ETFs
11
+ 0.19%
$44.89 - $51.34 $494 - $565
5.65K $273K
VIG
Vanguard Dividend Appreciation

ETFs
77
+ 0.28%
N/A
27.6K $5.03M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
1.2K
+ 7.21%
$19.65 - $20.27 $23.5K - $24.3K
17.8K $349K
FSIG
First Tr ETF Iv LTD Duration I
895
+ 7.43%
$18.8 - $19.23 $16.8K - $17.2K
12.9K $244K
SIVR
Abrdn Silver ETF Trust

ETFs
2.45K
+ 9.17%
$27.61 - $33.22 $67.6K - $81.4K
29.1K $804K
SPIB
Spdr Portfolio Intermediate Te

ETFs
739
+ 4.78%
$32.65 - $33.68 $24.1K - $24.9K
16.2K $530K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.11K
+ 216.12%
$25.79 - $80.4 $209K - $652K
11.9K $309K
CVX
Chevron Corp

Energy
69
+ 3.41%
$141.15 - $162.53 $9.74K - $11.2K
2.09K $303K
DE
Deere & CO

Industrials
7
+ 1.38%
$389.45 - $466.0 $2.73K - $3.26K
515 $218K
SYK
Stryker Corp

Healthcare
13
+ 1.37%
$345.14 - $392.15 $4.49K - $5.1K
965 $347K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
695
+ 3.7%
$43.6 - $47.2 $30.3K - $32.8K
19.5K $851K
PFFV
Global X Variable Rate Preferr

Technology
436
+ 3.53%
$23.57 - $24.48 $10.3K - $10.7K
12.8K $301K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
272
+ 2.65%
$23.29 - $23.93 $6.33K - $6.51K
10.5K $247K
Activity Summary
Buys All Purchases 113 New Holdings 20 Increased Positions 93 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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