Acorn Wealth Advisors, LLC New Holdings in Q2 2025

Acorn Wealth Advisors, LLC

  • $251 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
45K
New
$45.65 - $57.01 $2.06M - $2.57M
45K $2.57M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.1K
New
$58.41 - $72.69 $1.12M - $1.39M
19.1K $1.39M
BNDX
Vanguard Total International B

ETFs
16.9K
New
$48.77 - $49.55 $824K - $837K
16.9K $836K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.52K
New
$96.84 - $99.46 $728K - $748K
7.52K $745K
UPS
United Parcel Service Inc

Industrials
7.3K
New
$91.92 - $110.2 $671K - $804K
7.3K $736K
MUB
Ishares National Muni Bond ETF

ETFs
4.04K
New
$102.31 - $105.8 $413K - $427K
4.04K $421K
AVUS
American Centy ETF Tr Avantis

ETFs
3.94K
New
$81.38 - $100.82 $321K - $398K
3.94K $397K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.12K
New
$75.05 - $77.34 $384K - $396K
5.12K $395K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.31K
New
$45.2 - $46.6 $376K - $387K
8.31K $385K
URI
United Rentals, Inc.

Industrials
507
New
$551.94 - $753.4 $280K - $382K
507 $381K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.77K
New
$66.5 - $71.25 $317K - $340K
4.77K $331K
ORCL
Oracle Corp

Technology
1.4K
New
$122.82 - $218.63 $172K - $306K
1.4K $305K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.11K
New
$35.35 - $42.68 $251K - $304K
7.11K $302K
ASML
Asml Holding Nv

Technology
378
New
$595.37 - $815.24 $225K - $308K
378 $302K
SPMD
Spdr Portfolio

ETFs
5.28K
New
$44.89 - $54.38 $237K - $287K
5.28K $286K
GBIL
Goldman Sachs Access Treasury

ETFs
2.84K
New
$99.83 - $100.19 $283K - $284K
2.84K $284K
NFLX
Netflix Inc

Communication Services
192
New
$855.86 - $1339.13 $164K - $257K
192 $257K
TT
Trane Technologies PLC

Industrials
522
New
$315.21 - $437.41 $165K - $228K
522 $228K
RDVY
First Trust Rising Dividend Ac

ETFs
3.65K
New
$51.6 - $62.74 $188K - $229K
3.65K $228K
NEE
Nextera Energy Inc

Utilities
3.17K
New
$64.11 - $75.0 $203K - $238K
3.17K $220K
NRG
Nrg Energy, Inc.

Utilities
1.34K
New
$83.61 - $162.67 $112K - $217K
1.34K $214K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
3.99K
New
$38.95 - $53.59 $156K - $214K
3.99K $214K
SOXX
Ishares Semiconductor ETF

ETFs
882
New
$154.86 - $239.07 $137K - $211K
882 $210K
BAC
Bank Of America Corp

Financial Services
4.36K
New
$34.39 - $47.46 $150K - $207K
4.36K $206K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.83K
New
$29.52 - $35.31 $172K - $206K
5.83K $205K
DTM
Dt Midstream, Inc.

Energy
1.84K
New
$87.23 - $109.91 $160K - $202K
1.84K $201K
JCI
Johnson Controls International PLC

Industrials
1.9K
New
$71.14 - $105.62 $135K - $200K
1.9K $200K
FSIG
First Tr ETF Iv LTD Duration I
10.5K
New
$18.77 - $19.14 $197K - $201K
10.5K $200K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
20K
New
$1.04 - $1.63 $20.8K - $32.6K
20K $23K
TLRY
Tilray Brands, Inc.

Healthcare
16.5K
New
$0.36 - $0.65 $5.94K - $10.7K
16.5K $6K
Ishares Bitcoin Trust ETF
3.68K
New
N/A
3.68K $0
QTUM
ETF Ser Solutions Defiance Qua
3.11K
New
N/A
3.11K $0
Elevation Series Trust
6.78K
New
N/A
6.78K $0
Amplify ETF Tr
2.57K
New
N/A
2.57K $0
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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