Acorn Wealth Advisors, LLC Incresed Positions in Q1 2025

Acorn Wealth Advisors, LLC

  • $222 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
17.8K
+ 31.6%
$46.74 - $47.55 $834K - $848K
74.3K $3.53M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.22K
+ 110.6%
$105.1 - $109.61 $338K - $352K
6.12K $665K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.9K
+ 10.9%
$169.43 - $182.84 $322K - $347K
19.3K $3.35M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.2K
+ 31.06%
$21.23 - $23.75 $323K - $362K
64.3K $1.38M
PULS
Pgim ETF Tr

ETFs
4.95K
+ 6.25%
$49.56 - $49.78 $245K - $246K
84.2K $4.19M
GLD
Spdr Gold Trust

ETFs
122
+ 2.6%
$243.19 - $288.14 $29.7K - $35.2K
4.82K $1.39M
DFIV
Dimensional ETF Tr

ETFs
4.58K
+ 56.9%
$35.33 - $40.77 $162K - $187K
12.6K $496K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
431
+ 30.12%
$507.05 - $563.67 $219K - $243K
1.86K $956K
SIVR
Abrdn Silver ETF Trust

ETFs
60
+ 0.21%
$28.07 - $32.82 $1.68K - $1.97K
29.2K $949K
SLV
I Shares Silver Trust

ETFs
972
+ 3.98%
$26.93 - $31.32 $26.2K - $30.4K
25.4K $786K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.34K
+ 1.41%
N/A
95.9K $8.23M
SO
Southern CO

Utilities
85
+ 0.85%
$80.96 - $92.96 $6.88K - $7.9K
10.1K $932K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.77K
+ 3.52%
$50.39 - $50.66 $89K - $89.5K
51.9K $2.63M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.94K
+ 34.57%
$49.25 - $50.66 $95.5K - $98.3K
7.55K $374K
DTE
Dte Energy CO

Utilities
31
+ 0.61%
$117.6 - $138.27 $3.65K - $4.29K
5.12K $707K
XOM
Exxon Mobil Corp

Energy
52
+ 0.71%
$105.44 - $118.93 $5.48K - $6.18K
7.39K $879K
JCPB
J P Morgan Exchange Traded Fd

ETFs
796
+ 1.52%
$45.56 - $47.23 $36.3K - $37.6K
53.2K $2.5M
MO
Altria Group, Inc.

Consumer Defensive
92
+ 0.95%
$50.81 - $60.02 $4.67K - $5.52K
9.76K $585K
JNJ
Johnson & Johnson

Healthcare
45
+ 1.33%
$142.06 - $167.7 $6.39K - $7.55K
3.44K $570K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.89K
+ 9.0%
$24.5 - $24.95 $70.8K - $72.1K
35K $865K
DISV
Dimensional ETF Tr Dimensional

ETFs
978
+ 6.37%
$26.09 - $30.21 $25.5K - $29.5K
16.3K $475K
CMS
Cms Energy Corp

Utilities
40
+ 0.54%
$64.99 - $75.11 $2.6K - $3K
7.49K $562K
HYLS
First Tr Tactical High Yield L

ETFs
1.58K
+ 8.67%
$40.95 - $41.77 $64.7K - $66K
19.8K $812K
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.41K
+ 6.63%
$32.57 - $35.82 $78.5K - $86.4K
38.8K $1.28M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
727
+ 16.29%
$51.39 - $57.43 $37.4K - $41.8K
5.19K $287K
HWM
Howmet Aerospace Inc.

Industrials
1
+ 0.04%
$110.79 - $139.39 $111 - $139
2.63K $341K
GILD
Gilead Sciences, Inc.

Healthcare
14
+ 0.6%
$89.14 - $117.41 $1.25K - $1.64K
2.36K $264K
KO
Coca Cola CO

Consumer Defensive
6
+ 0.12%
$60.81 - $72.32 $365 - $434
5.12K $366K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
408
+ 2.1%
$81.83 - $82.73 $33.4K - $33.8K
19.9K $1.64M
TPL
Texas Pacific Land Corp

Energy
1
+ 0.49%
$1180.08 - $1431.01 $1.18K - $1.43K
204 $270K
LLY
Eli Lilly & CO

Healthcare
11
+ 1.59%
$725.72 - $929.72 $7.98K - $10.2K
702 $579K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
2.24K
+ 5.82%
$23.9 - $24.43 $53.6K - $54.7K
40.7K $980K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.93K
+ 18.3%
$23.32 - $23.84 $45K - $46K
12.5K $291K
BMY
Bristol Myers Squibb CO

Healthcare
66
+ 0.81%
$53.9 - $63.11 $3.56K - $4.17K
8.2K $500K
PLTR
Palantir Technologies Inc.

Technology
62
+ 1.78%
$64.98 - $124.62 $4.03K - $7.73K
3.54K $298K
MDLZ
Mondelez International, Inc.

Consumer Defensive
30
+ 0.77%
$56.12 - $68.15 $1.68K - $2.04K
3.95K $268K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
1.32K
+ 5.01%
$19.43 - $19.9 $25.7K - $26.3K
27.7K $543K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
237
+ 2.7%
$76.94 - $78.28 $18.2K - $18.6K
9.01K $704K
VIG
Vanguard Dividend Appreciation

ETFs
143
+ 0.52%
N/A
27.7K $5.05M
GNL
Global Net Lease, Inc.

Real Estate
339
+ 1.19%
$6.91 - $8.26 $2.34K - $2.8K
28.8K $231K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
577
+ 6.9%
$25.44 - $27.95 $14.7K - $16.1K
8.93K $241K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
845
+ 4.74%
$19.66 - $20.09 $16.6K - $17K
18.7K $369K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.99%
$890.62 - $1076.86 $4.45K - $5.38K
510 $482K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
581
+ 6.31%
$24.27 - $26.2 $14.1K - $15.2K
9.78K $246K
CHD
Church & Dwight CO Inc

Consumer Defensive
7
+ 0.21%
$101.42 - $113.2 $710 - $792
3.32K $365K
FVD
First Tr Value Line Divid Inde

ETFs
34
+ 0.19%
$42.61 - $45.51 $1.45K - $1.55K
18K $802K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
256
+ 3.05%
$40.5 - $42.02 $10.4K - $10.8K
8.65K $361K
MKC
Mccormick & CO Inc

Consumer Defensive
1
+ 0.03%
$71.24 - $84.73 $71.2 - $84.7
2.91K $239K
FLMI
Franklin Dynamic Municipal Bon

ETFs
730
+ 7.42%
$24.22 - $24.86 $17.7K - $18.1K
10.6K $258K
Activity Summary
Buys All Purchases 102 New Holdings 6 Increased Positions 96 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email