Acorn Wealth Advisors, LLC New Holdings in Q3 2024

Acorn Wealth Advisors, LLC

  • $220 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
32.1K
New
$34.66 - $38.38 $1.11M - $1.23M
32.1K $1.22M
IGLB
Ishares 10+ Year Investment Gr

ETFs
19.1K
New
$49.38 - $54.19 $943K - $1.03M
19.1K $1.02M
V
Visa Inc.

Financial Services
2.73K
New
$253.74 - $291.56 $691K - $795K
2.73K $749K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9.08K
New
$50.02 - $54.5 $454K - $495K
9.08K $494K
AMD
Advanced Micro Devices Inc

Technology
2.56K
New
$128.67 - $183.96 $330K - $472K
2.56K $420K
SLV
I Shares Silver Trust

ETFs
13.8K
New
$24.33 - $29.38 $336K - $406K
13.8K $392K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.41K
New
$49.93 - $51.15 $370K - $379K
7.41K $378K
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.5K
New
$26.69 - $29.87 $307K - $344K
11.5K $334K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.14K
New
$76.38 - $78.87 $316K - $326K
4.14K $325K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.59K
New
$77.22 - $89.49 $278K - $322K
3.59K $320K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.55K
New
$47.7 - $48.54 $312K - $318K
6.55K $317K
ABT
Abbott Laboratories

Healthcare
2.7K
New
$100.07 - $118.13 $270K - $319K
2.7K $308K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.3K
New
$23.04 - $24.06 $236K - $247K
10.3K $246K
ORCL
Oracle Corp

Technology
1.43K
New
$125.9 - $170.35 $180K - $244K
1.43K $243K
WFC
Wells Fargo & Company

Financial Services
4.24K
New
$51.58 - $60.97 $219K - $259K
4.24K $239K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.2K
New
$19.78 - $23.53 $202K - $240K
10.2K $236K
FSIG
First Tr ETF Iv LTD Duration I
12.1K
New
$18.72 - $19.32 $226K - $233K
12.1K $231K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.03K
New
$32.65 - $36.69 $197K - $221K
6.03K $219K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.91K
New
$104.5 - $114.97 $200K - $220K
1.91K $218K
SWK
Stanley Black & Decker, Inc.

Industrials
1.96K
New
$77.75 - $110.17 $153K - $216K
1.96K $216K
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.68K
New
$28.25 - $31.7 $189K - $212K
6.68K $205K
DIHP
Dimensional ETF Tr Dimensional

ETFs
7.43K
New
$25.23 - $27.94 $187K - $208K
7.43K $205K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
4.45K
New
$44.55 - $48.12 $198K - $214K
4.45K $203K
TT
Trane Technologies PLC

Industrials
516
New
$314.21 - $388.71 $162K - $201K
516 $200K
Dimensional ETF Trust
5.42K
New
N/A
5.42K $0
Linde PLC
565
New
N/A
565 $0
Activity Summary
Buys All Purchases 125 New Holdings 27 Increased Positions 98 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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