Acorn Wealth Advisors, LLC Reduced Holdings in Q1 2025

Acorn Wealth Advisors, LLC

  • $222 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-53
- 0.33%
$375.39 - $447.2 $19.9K - $23.7K
16K $5.99M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-19.7K
- 11.79%
$40.79 - $42.32 $804K - $834K
147K $6.2M
NVDA
Nvidia Corp

Technology
-449
- 2.31%
$106.98 - $149.43 $48K - $67.1K
19K $2.06M
VB
Vanguard Small Cap ETF

ETFs
-266
- 1.96%
$217.89 - $252.64 $58K - $67.2K
13.3K $2.94M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.56K
- 1.8%
$25.58 - $29.24 $65.4K - $74.7K
139K $3.65M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-6.14K
- 4.99%
$29.34 - $31.31 $180K - $192K
117K $3.47M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.85K
- 3.93%
$59.61 - $66.71 $110K - $123K
45.3K $2.74M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-4.6K
- 9.48%
$27.56 - $32.1 $127K - $148K
44K $1.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.17K
- 13.96%
$102.49 - $119.96 $120K - $140K
7.19K $751K
AMZN
Amazon Com Inc

Consumer Cyclical
-20
- 0.28%
$190.26 - $242.06 $3.81K - $4.84K
7.08K $1.35M
VGT
Vanguard Information Technolog

ETFs
-158
- 26.42%
$542.38 - $646.34 $85.7K - $102K
440 $238K
DIAL
Columbia ETF Tr I Diversified

ETFs
-7.67K
- 11.62%
$17.36 - $17.95 $133K - $138K
58.4K $1.04M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-1.34K
- 12.5%
$78.12 - $83.7 $105K - $112K
9.41K $758K
DIS
Walt Disney CO

Communication Services
-32
- 0.42%
$96.87 - $114.0 $3.1K - $3.65K
7.56K $746K
LOW
Lowes Companies Inc

Consumer Cyclical
-4
- 0.06%
$222.66 - $268.42 $891 - $1.07K
6.65K $1.55M
DFAU
Dimensional ETF Tr

ETFs
-498
- 1.44%
$37.84 - $42.29 $18.8K - $21.1K
34.2K $1.31M
SPY
Spdr S&P 500 ETF Trust

ETFs
-61
- 2.89%
$551.42 - $612.93 $33.6K - $37.4K
2.05K $1.15M
FIW
First Trust Water ETF

ETFs
-664
- 4.0%
$99.48 - $106.74 $66.1K - $70.9K
15.9K $1.6M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.78K
- 6.83%
$42.4 - $44.11 $118K - $123K
37.9K $1.66M
CSX
Csx Corp

Industrials
-149
- 0.52%
$29.11 - $33.67 $4.34K - $5.02K
28.5K $839K
SKYY
First Trust Cloud Computing Et

ETFs
-101
- 2.26%
$102.23 - $131.18 $10.3K - $13.2K
4.36K $446K
F
Ford Motor CO

Consumer Cyclical
-8.15K
- 21.0%
$9.12 - $10.43 $74.3K - $85K
30.7K $307K
IWM
Ishares Russell 2000 ETF

ETFs
-186
- 12.36%
$198.1 - $229.79 $36.8K - $42.7K
1.32K $263K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.27K
- 6.63%
$87.68 - $94.52 $287K - $309K
46.1K $4.32M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-3.76K
- 17.54%
$25.1 - $27.85 $94.5K - $105K
17.7K $476K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5
- 0.32%
$522.96 - $601.18 $2.61K - $3.01K
1.57K $835K
ADBE
Adobe Inc.

Technology
-46
- 6.95%
$377.84 - $464.11 $17.4K - $21.3K
616 $236K
PAVE
Global X Fds Us Infrastructure

ETFs
-598
- 4.99%
$37.31 - $43.82 $22.3K - $26.2K
11.4K $429K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-444
- 2.28%
$41.26 - $44.98 $18.3K - $20K
19.1K $800K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-443
- 3.35%
$19.0 - $24.32 $8.42K - $10.8K
12.8K $242K
PG
Procter & Gamble CO

Consumer Defensive
-356
- 7.62%
$158.56 - $176.26 $56.4K - $62.7K
4.32K $735K
VUG
Vanguard Growth ETF

ETFs
-7
- 0.66%
$369.1 - $427.61 $2.58K - $2.99K
1.06K $393K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-2.4K
- 18.96%
$25.54 - $28.79 $61.3K - $69.1K
10.3K $284K
XLV
Select Sector Spdr Fund Health

ETFs
-403
- 20.32%
$137.61 - $149.68 $55.5K - $60.3K
1.58K $230K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-483
- 14.59%
$78.97 - $85.82 $38.1K - $41.5K
2.83K $234K
IVE
Ishares S&P 500 Value ETF

ETFs
-139
- 10.93%
$185.78 - $198.58 $25.8K - $27.6K
1.13K $215K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-186
- 3.62%
$83.18 - $89.27 $15.5K - $16.6K
4.95K $413K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-928
- 5.73%
$32.5 - $33.3 $30.2K - $30.9K
15.3K $507K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.07K
- 9.02%
$25.77 - $27.6 $27.6K - $29.5K
10.8K $286K
HYGV
Flexshares Tr High Yield Value

ETFs
-472
- 4.36%
$40.21 - $41.29 $19K - $19.5K
10.3K $417K
PFE
Pfizer Inc

Healthcare
-173
- 1.22%
$25.01 - $27.13 $4.33K - $4.69K
14K $355K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-900
- 12.77%
$69.81 - $78.9 $62.8K - $71K
6.15K $478K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-621
- 3.93%
$16.76 - $17.69 $10.4K - $11K
15.2K $254K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-448
- 2.26%
$25.12 - $26.05 $11.3K - $11.7K
19.4K $488K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-95
- 0.29%
$19.04 - $20.15 $1.81K - $1.91K
32.9K $625K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-272
- 6.32%
$67.41 - $69.37 $18.3K - $18.9K
4.04K $277K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-220
- 3.33%
$50.21 - $51.23 $11K - $11.3K
6.39K $321K
XLF
Financial Sector Spdr

ETFs
-434
- 7.68%
$47.32 - $52.19 $20.5K - $22.7K
5.22K $259K
WMT
Walmart Inc.

Consumer Defensive
-52
- 1.4%
$84.5 - $105.05 $4.39K - $5.46K
3.67K $322K
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
Track This Portfolio

Track Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email