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
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-41
- 0.81%
$64.6 - $69.89 $2.65K - $2.87K
5.03K $329K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-275
- 3.44%
$42.38 - $43.28 $11.7K - $11.9K
7.71K $327K
DD
Du Pont De Nemours, Inc.

Basic Materials
-72
- 2.0%
$72.7 - $84.32 $5.23K - $6.07K
3.53K $263K
WFC
Wells Fargo & Company

Financial Services
-210
- 5.29%
$66.78 - $81.42 $14K - $17.1K
3.76K $269K
VTV
Vanguard Value ETF

ETFs
-224
- 2.6%
$167.73 - $179.21 $37.6K - $40.1K
8.38K $1.45M
PEP
Pepsico Inc

Consumer Defensive
-24
- 1.35%
$142.64 - $156.42 $3.42K - $3.75K
1.76K $263K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-155
- 3.04%
$46.18 - $47.84 $7.16K - $7.42K
4.94K $234K
VT
Vanguard Total World Stk Index

ETFs
-6
- 0.25%
$115.08 - $123.97 $690 - $744
2.38K $276K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-161
- 2.98%
$97.38 - $104.52 $15.7K - $16.8K
5.24K $535K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-25
- 1.43%
$126.11 - $135.06 $3.15K - $3.38K
1.72K $222K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-120
- 3.46%
$58.32 - $65.09 $7K - $7.81K
3.35K $201K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-228
- 1.99%
$22.46 - $23.26 $5.12K - $5.3K
11.2K $259K
Linde PLC
-44
- 7.12%
N/A
574 $0
Vanguard Malvern Fds
-57
- 1.43%
N/A
3.92K $0
K
Kellogg CO

Consumer Defensive
-73
- 2.05%
$81.06 - $82.9 $5.92K - $6.05K
3.49K $288K
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
-394
- 1.65%
$11.24 - $11.73 $4.43K - $4.62K
23.5K $266K
Dimensional ETF Trust
-939
- 1.27%
N/A
73.1K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-3.15K
- 4.68%
N/A
64.1K $0
JPHY
Jp Morgan High Yield Research

ETFs
-7
- 0.1%
N/A
6.86K $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.36K
- 2.09%
$71.17 - $73.66 $381K - $394K
251K $18.4M
UNP
Union Pacific Corp

Industrials
-50
- 2.97%
$225.21 - $254.42 $11.3K - $12.7K
1.64K $386K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-42
- 0.44%
$48.31 - $49.23 $2.03K - $2.07K
9.46K $464K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-81
- 1.1%
$96.9 - $104.39 $7.85K - $8.46K
7.3K $724K
DFAE
Dimensional ETF Tr

ETFs
-86
- 0.64%
$24.64 - $26.86 $2.12K - $2.31K
13.4K $347K
VHT
Vanguard Health Care ETF

ETFs
-564
- 4.04%
$254.06 - $273.83 $143K - $154K
13.4K $3.55M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-72
- 0.5%
$51.52 - $52.37 $3.71K - $3.77K
14.2K $745K
STWD
Starwood Property Trust, Inc.

Real Estate
-392
- 2.35%
$18.41 - $20.53 $7.22K - $8.05K
16.3K $322K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-101
- 1.49%
$39.65 - $43.35 $4K - $4.38K
6.68K $281K
ABT
Abbott Laboratories

Healthcare
-340
- 12.58%
$111.1 - $140.22 $37.8K - $47.7K
2.36K $313K
SYK
Stryker Corp

Healthcare
-3
- 0.31%
$355.18 - $399.9 $1.07K - $1.2K
962 $358K
KMI
Kinder Morgan, Inc.

Energy
-365
- 1.94%
$26.1 - $31.22 $9.53K - $11.4K
18.4K $525K
ENB
Enbridge Inc

Energy
-108
- 1.2%
$41.54 - $45.45 $4.49K - $4.91K
8.93K $395K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-292
- 2.94%
$33.84 - $37.77 $9.88K - $11K
9.63K $350K
CSCO
Cisco Systems, Inc.

Technology
-108
- 1.17%
$58.74 - $64.87 $6.34K - $7.01K
9.11K $562K
PBA
Pembina Pipeline Corp

Energy
-104
- 1.28%
$35.13 - $40.12 $3.65K - $4.17K
8.04K $321K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-777
- 3.87%
$22.91 - $25.71 $17.8K - $20K
19.3K $490K
KR
Kroger CO

Consumer Defensive
-27
- 0.61%
$58.36 - $67.72 $1.58K - $1.83K
4.38K $296K
CVX
Chevron Corp

Energy
-103
- 4.92%
$146.71 - $167.97 $15.1K - $17.3K
1.99K $332K
INTC
Intel Corp

Technology
-8
- 0.07%
$19.1 - $27.39 $153 - $219
11.1K $252K
VZ
Verizon Communications Inc

Communication Services
-187
- 2.53%
$37.81 - $46.49 $7.07K - $8.69K
7.21K $327K
DFAI
Dimensional ETF Tr

ETFs
-177
- 0.84%
$28.88 - $32.4 $5.11K - $5.73K
20.9K $653K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-481
- 1.22%
$18.36 - $20.51 $8.83K - $9.87K
39.1K $773K
JPM
Jpmorgan Chase & CO

Financial Services
-109
- 0.87%
$225.19 - $279.95 $24.5K - $30.5K
12.5K $3.06M
ABBV
Abb Vie Inc.

Healthcare
-36
- 1.78%
$169.2 - $216.66 $6.09K - $7.8K
1.99K $416K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-567
- 2.13%
$68.32 - $75.06 $38.7K - $42.6K
26K $1.94M
GE
General Electric CO

Industrials
-40
- 1.44%
$168.59 - $212.13 $6.74K - $8.49K
2.74K $548K
RTX
Raytheon Technologies Corp

Industrials
-1
- 0.02%
$114.1 - $135.66 $114 - $136
5.15K $682K
V
Visa Inc.

Financial Services
-2
- 0.07%
$306.92 - $362.71 $614 - $725
2.73K $958K
SGOL
Abrdn Gold ETF Trust

ETFs
-320
- 1.35%
$25.14 - $29.82 $8.04K - $9.54K
23.4K $698K
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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