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
RYT
Invesco S&P 500 Equal Weight T

ETFs
905
+ 6.22%
N/A
15.5K $0
CHD
Church & Dwight CO Inc

Consumer Defensive
1
+ 0.03%
$99.11 - $112.25 $99.1 - $112
3.31K $346K
SMOT
Vaneck ETF Tr Morningstar Smid
1.33K
+ 3.7%
N/A
37.2K $0
Dimensional ETF Trust
10.6K
+ 16.66%
N/A
74.1K $0
Linde PLC
53
+ 9.38%
N/A
618 $0
Dimensional ETF Trust
171
+ 3.16%
N/A
5.59K $0
ORCL
Oracle Corp

Technology
1
+ 0.07%
$165.41 - $192.43 $165 - $192
1.43K $238K
FPE
First Tr Pfd Secs & Income ETF

ETFs
23
+ 0.13%
$17.65 - $18.18 $406 - $418
17.6K $311K
GNL
Global Net Lease, Inc.

Real Estate
3.12K
+ 12.31%
$7.02 - $8.61 $21.9K - $26.9K
28.5K $207K
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.32%
$189.5 - $206.17 $758 - $825
1.27K $242K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
28
+ 0.26%
$80.18 - $88.79 $2.25K - $2.49K
10.8K $867K
PFE
Pfizer Inc

Healthcare
812
+ 6.07%
$24.8 - $30.19 $20.1K - $24.5K
14.2K $376K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.72K
+ 100.0%
$22.63 - $47.53 $130K - $272K
11.4K $259K
MKC
Mccormick & CO Inc

Consumer Defensive
5
+ 0.17%
$73.97 - $84.09 $370 - $420
2.91K $221K
LQD
Ishares Iboxx $ Investment Gra

ETFs
11
+ 0.38%
$106.56 - $113.11 $1.17K - $1.24K
2.91K $310K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
95
+ 2.95%
$79.93 - $88.06 $7.59K - $8.37K
3.31K $264K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32K
+ 187.7%
$22.01 - $66.82 $704K - $2.14M
49K $1.11M
F
Ford Motor CO

Consumer Cyclical
330
+ 0.86%
$9.69 - $11.4 $3.2K - $3.76K
38.8K $384K
CMS
Cms Energy Corp

Utilities
46
+ 0.62%
$65.76 - $71.94 $3.02K - $3.31K
7.45K $496K
UNP
Union Pacific Corp

Industrials
11
+ 0.66%
$223.15 - $249.32 $2.45K - $2.74K
1.69K $384K
GD
General Dynamics Corp

Industrials
15
+ 1.83%
$260.28 - $314.03 $3.9K - $4.71K
836 $220K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
136
+ 1.39%
$34.13 - $37.35 $4.64K - $5.08K
9.92K $338K
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.5%
$485.52 - $625.25 $971 - $1.25K
399 $201K
XLV
Select Sector Spdr Fund Health

ETFs
4
+ 0.2%
$136.28 - $154.74 $545 - $619
1.98K $272K
SCHA
Schwab Strategic Tr Us Small C

ETFs
10K
+ 88.39%
$25.33 - $51.16 $255K - $514K
21.4K $553K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
306
+ 0.94%
$19.47 - $20.95 $5.96K - $6.41K
32.9K $642K
VZ
Verizon Communications Inc

Communication Services
12
+ 0.16%
$39.6 - $45.21 $475 - $543
7.4K $295K
GE
General Electric CO

Industrials
89
+ 3.31%
$159.95 - $194.23 $14.2K - $17.3K
2.78K $463K
DD
Du Pont De Nemours, Inc.

Basic Materials
10
+ 0.28%
$75.95 - $88.05 $760 - $881
3.6K $274K
LQIG
Spdr Ser Tr Marketaxess Invt G

ETFs
108
+ 1.03%
$93.55 - $98.94 $10.1K - $10.7K
10.6K $990K
JNJ
Johnson & Johnson

Healthcare
21
+ 0.62%
$143.34 - $165.86 $3.01K - $3.48K
3.39K $490K
XOM
Exxon Mobil Corp

Energy
60
+ 0.82%
$105.51 - $125.37 $6.33K - $7.52K
7.34K $789K
DOW
Dow Inc.

Basic Materials
508
+ 7.87%
$39.1 - $55.34 $19.9K - $28.1K
6.96K $279K
SO
Southern CO

Utilities
64
+ 0.64%
$81.5 - $94.15 $5.22K - $6.03K
10.1K $827K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.29%
$727.2 - $932.06 $1.45K - $1.86K
691 $533K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.46%
$479.66 - $614.62 $1.92K - $2.46K
875 $425K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.2K
+ 94.41%
$18.41 - $40.87 $354K - $785K
39.6K $732K
CAT
Caterpillar Inc

Industrials
10
+ 0.24%
$360.37 - $416.88 $3.6K - $4.17K
4.17K $1.51M
MSFT
Microsoft Corp

Technology
24
+ 0.15%
$406.35 - $454.46 $9.75K - $10.9K
16K $6.75M
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 0.18%
$244.52 - $284.07 $2.93K - $3.41K
6.66K $1.64M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
91.5K
+ 182.39%
$27.54 - $83.04 $2.52M - $7.6M
142K $3.93M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
281K
+ 188.68%
$26.93 - $84.95 $7.56M - $23.8M
429K $11.7M
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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