Acorn Wealth Advisors, LLC Incresed Positions in Q2 2025

Acorn Wealth Advisors, LLC

  • $251 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.08%
$174.82 - $215.79 $175 - $216
1.32K $284K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
978
+ 3.76%
$68.13 - $74.77 $66.6K - $73.1K
27K $1.96M
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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
60
+ 0.3%
$82.21 - $83.12 $4.93K - $4.99K
19.9K $1.65M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
53
+ 0.69%
$40.82 - $43.14 $2.16K - $2.29K
7.76K $334K
FVD
First Tr Value Line Divid Inde

ETFs
120
+ 0.67%
$40.62 - $45.12 $4.87K - $5.41K
18.1K $809K
SO
Southern CO

Utilities
61
+ 0.6%
$84.91 - $92.56 $5.18K - $5.65K
10.2K $937K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
70
+ 1.39%
$58.95 - $66.19 $4.13K - $4.63K
5.1K $331K
Touchstone ETF Trust
8.69K
+ 15.11%
N/A
66.2K $0
Capital Group New Geography
1.15K
+ 7.57%
N/A
16.3K $0
Capital Group International
1.72K
+ 3.93%
N/A
45.4K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
19
+ 0.12%
N/A
15.5K $0
First Tr Exchange Traded Fd
8.99K
+ 11.05%
N/A
90.3K $0
JPHY
Jp Morgan High Yield Research

ETFs
234
+ 3.41%
N/A
7.09K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
70
+ 0.46%
N/A
15.2K $0
Vanguard Malvern Fds
95
+ 2.43%
N/A
4.01K $0
Dimensional ETF Trust
938
+ 9.18%
N/A
11.2K $0
GILD
Gilead Sciences, Inc.

Healthcare
7
+ 0.3%
$96.91 - $113.0 $678 - $791
2.37K $262K
MDLZ
Mondelez International, Inc.

Consumer Defensive
8
+ 0.2%
$63.54 - $68.5 $508 - $548
3.96K $266K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
19
+ 0.36%
$90.85 - $102.31 $1.73K - $1.94K
5.26K $529K
MO
Altria Group, Inc.

Consumer Defensive
103
+ 1.06%
$55.56 - $60.91 $5.72K - $6.27K
9.87K $578K
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.44%
$128.77 - $144.3 $901 - $1.01K
1.59K $213K
DTE
Dte Energy CO

Utilities
29
+ 0.57%
$127.39 - $139.49 $3.69K - $4.05K
5.15K $682K
LLY
Eli Lilly & CO

Healthcare
4
+ 0.57%
$713.71 - $898.95 $2.85K - $3.6K
706 $550K
TPL
Texas Pacific Land Corp

Energy
10
+ 4.9%
$1036.28 - $1430.55 $10.4K - $14.3K
214 $226K
CHD
Church & Dwight CO Inc

Consumer Defensive
5
+ 0.15%
$91.57 - $110.76 $458 - $554
3.32K $319K
BMY
Bristol Myers Squibb CO

Healthcare
51
+ 0.62%
$44.12 - $59.6 $2.25K - $3.04K
8.25K $382K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.9K
+ 3.96%
$24.32 - $27.87 $411K - $471K
443K $11.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.02%
$483.48 - $539.8 $483 - $540
5.04K $2.45M
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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