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
VPU
Vanguard Utilities ETF

ETFs
11
+ 0.52%
$161.24 - $173.33 $1.77K - $1.91K
2.13K $364K
VO
Vanguard Mid Cap ETF

ETFs
99
+ 5.57%
$251.87 - $277.95 $24.9K - $27.5K
1.88K $485K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2
+ 0.02%
$41.61 - $44.72 $83.2 - $89.4
8.14K $352K
LQIG
Spdr Ser Tr Marketaxess Invt G

ETFs
11
+ 0.1%
$92.23 - $95.94 $1.01K - $1.06K
10.6K $1.01M
UNH
Unitedhealth Group Inc

Healthcare
15
+ 3.76%
$461.52 - $548.18 $6.92K - $8.22K
414 $216K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
165
+ 2.53%
$42.5 - $46.71 $7.01K - $7.71K
6.69K $302K
FTNT
Fortinet, Inc.

Technology
14
+ 0.28%
$92.49 - $114.57 $1.29K - $1.6K
5.08K $489K
FSK
Fs Kkr Capital Corp

Financial Services
2.2K
+ 4.64%
$20.47 - $24.06 $45K - $52.8K
49.5K $1.04M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.1K
+ 11.77%
$24.91 - $29.02 $227K - $264K
86.4K $2.16M
GD
General Dynamics Corp

Industrials
1
+ 0.12%
$241.94 - $272.58 $242 - $273
837 $228K
DOW
Dow Inc.

Basic Materials
1.12K
+ 16.03%
$34.36 - $41.92 $38.3K - $46.8K
8.08K $282K
PFFV
Global X Variable Rate Preferr

Technology
57
+ 0.45%
$23.51 - $24.14 $1.34K - $1.38K
12.8K $303K
CWB
Spdr Bloomberg Convertible Sec

ETFs
84
+ 1.53%
$75.99 - $81.58 $6.38K - $6.85K
5.59K $428K
Touchstone ETF Trust
2.28K
+ 4.13%
N/A
57.5K $0
Capital Group International
6.38K
+ 17.07%
N/A
43.7K $0
SMOT
Vaneck ETF Tr Morningstar Smid
1.41K
+ 3.79%
N/A
38.6K $0
Morgan Stanley ETF Trust
229
+ 5.39%
N/A
4.48K $0
First Tr Exchange Traded Fd
5.68K
+ 7.51%
N/A
81.3K $0
Dimensional ETF Trust
616
+ 6.42%
N/A
10.2K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
71
+ 0.47%
N/A
15.1K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
19
+ 0.12%
N/A
15.5K $0
Dimensional ETF Trust
7.42K
+ 116.12%
N/A
13.8K $0
Capital Group New Geography
2.67K
+ 21.29%
N/A
15.2K $0
FPE
First Tr Pfd Secs & Income ETF

ETFs
24
+ 0.14%
$17.53 - $17.87 $421 - $429
17.6K $309K
BA
Boeing CO

Industrials
13
+ 0.97%
$148.15 - $186.25 $1.93K - $2.42K
1.36K $231K
VTI
Vanguard Total Stock Market Et

ETFs
451
+ 5.18%
$271.18 - $303.12 $122K - $137K
9.15K $2.52M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
7
+ 0.17%
$75.47 - $84.24 $528 - $590
4.06K $312K
JEPI
J P Morgan Exchange Traded Fd

ETFs
114
+ 0.25%
$56.17 - $59.71 $6.4K - $6.81K
46.6K $2.66M
META
Meta Platforms, Inc.

Communication Services
7
+ 0.54%
$576.36 - $736.67 $4.03K - $5.16K
1.31K $752K
FV
First Trust Dorsey Wright Focu

ETFs
3
+ 0.08%
$53.91 - $63.03 $162 - $189
3.74K $205K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
+ 0.09%
$57.21 - $65.8 $229 - $263
4.56K $266K
DFAS
Dimensional ETF Tr U S Small C

ETFs
198
+ 2.56%
$58.81 - $68.2 $11.6K - $13.5K
7.93K $473K
LMT
Lockheed Martin Corp

Industrials
12
+ 1.37%
$423.19 - $506.29 $5.08K - $6.08K
887 $396K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.73K
+ 4.07%
$32.42 - $36.13 $186K - $207K
146K $4.83M
SCHA
Schwab Strategic Tr Us Small C

ETFs
48
+ 0.22%
$23.16 - $27.04 $1.11K - $1.3K
21.5K $502K
QQQ
Invesco Qqq Trust, Series 1

ETFs
38
+ 2.13%
$468.34 - $539.52 $17.8K - $20.5K
1.82K $852K
MRK
Merck & Co., Inc.

Healthcare
64
+ 0.9%
$83.01 - $101.02 $5.31K - $6.47K
7.17K $643K
GOOG
Alphabet Inc.

Communication Services
15
+ 0.77%
$156.06 - $207.71 $2.34K - $3.12K
1.96K $305K
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 1.19%
$347.25 - $424.87 $17.4K - $21.2K
4.25K $1.56M
QUAL
Ishares Msci Usa Quality Facto

ETFs
62
+ 0.43%
$168.16 - $186.21 $10.4K - $11.5K
14.4K $2.47M
AVGO
Broadcom Inc.

Technology
212
+ 9.22%
$167.43 - $244.7 $35.5K - $51.9K
2.51K $420K
TSLA
Tesla, Inc.

Consumer Cyclical
36
+ 1.93%
$222.15 - $428.22 $8K - $15.4K
1.9K $492K
XLK
Technology Sector Spdr

ETFs
625
+ 2.82%
$206.38 - $242.18 $129K - $151K
22.8K $4.71M
AAPL
Apple Inc.

Technology
224
+ 1.18%
$209.68 - $247.1 $47K - $55.4K
19.2K $4.27M
BX
Blackstone Inc.

Financial Services
69
+ 0.44%
$136.53 - $186.74 $9.42K - $12.9K
15.7K $2.19M
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
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