Acorn Wealth Advisors, LLC Reduced Holdings in Q2 2025

Acorn Wealth Advisors, LLC

  • $251 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MKC
Mccormick & CO Inc

Consumer Defensive
-1
- 0.03%
$71.11 - $82.25 $71.1 - $82.3
2.91K $220K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-403
- 4.26%
$48.5 - $49.35 $19.5K - $19.9K
9.05K $445K
HYGV
Flexshares Tr High Yield Value

ETFs
-623
- 6.02%
$38.45 - $41.03 $24K - $25.6K
9.72K $398K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-871
- 13.04%
$37.51 - $45.52 $32.7K - $39.6K
5.81K $263K
STWD
Starwood Property Trust, Inc.

Real Estate
-1.07K
- 6.57%
$17.28 - $20.41 $18.5K - $21.9K
15.2K $305K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-888
- 7.12%
$22.4 - $23.8 $19.9K - $21.1K
11.6K $275K
PFFV
Global X Variable Rate Preferr

Technology
-152
- 1.18%
$22.41 - $23.43 $3.41K - $3.56K
12.7K $289K
UNP
Union Pacific Corp

Industrials
-11
- 0.67%
$208.27 - $238.46 $2.29K - $2.62K
1.62K $373K
KO
Coca Cola CO

Consumer Defensive
-118
- 2.3%
$68.37 - $73.9 $8.07K - $8.72K
5K $353K
KMI
Kinder Morgan, Inc.

Energy
-879
- 4.77%
$25.21 - $29.4 $22.2K - $25.8K
17.5K $515K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-720
- 4.75%
$15.52 - $17.13 $11.2K - $12.3K
14.5K $247K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-191
- 2.99%
$48.48 - $50.99 $9.26K - $9.74K
6.2K $315K
ENB
Enbridge Inc

Energy
-282
- 3.16%
$41.09 - $47.16 $11.6K - $13.3K
8.65K $391K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-59
- 3.42%
$114.78 - $133.31 $6.77K - $7.87K
1.67K $221K
NAT
Nordic American Tankers LTD

Industrials
-300
- 2.91%
N/A
10K $39K
Dimensional ETF Trust
-1.52K
- 2.08%
N/A
71.6K $0
SMOT
Vaneck ETF Tr Morningstar Smid
-3.32K
- 8.58%
N/A
35.3K $0
Dimensional ETF Trust
-2.85K
- 20.61%
N/A
11K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-24.3K
- 37.86%
N/A
39.9K $0
Linde PLC
-28
- 4.88%
N/A
546 $0
ADBE
Adobe Inc.

Technology
-2
- 0.32%
$340.0 - $420.68 $680 - $841
614 $237K
RTX
Raytheon Technologies Corp

Industrials
-456
- 8.85%
$113.75 - $148.48 $51.9K - $67.7K
4.7K $686K
QCOM
Qualcomm Inc

Technology
-18
- 1.15%
$124.66 - $159.48 $2.24K - $2.87K
1.55K $246K
IVV
Ishares Core S&P 500 ETF

ETFs
-28
- 5.7%
$498.8 - $620.9 $14K - $17.4K
463 $287K
VT
Vanguard Total World Stk Index

ETFs
-131
- 5.49%
$103.16 - $128.52 $13.5K - $16.8K
2.25K $289K
GD
General Dynamics Corp

Industrials
-1
- 0.12%
$247.68 - $291.66 $248 - $292
836 $243K
DIAL
Columbia ETF Tr I Diversified

ETFs
-130
- 0.22%
$17.43 - $18.21 $2.27K - $2.37K
58.3K $1.06M
WFC
Wells Fargo & Company

Financial Services
-108
- 2.87%
$60.98 - $80.12 $6.59K - $8.65K
3.65K $292K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-53
- 1.28%
$72.96 - $90.39 $3.87K - $4.79K
4.08K $364K
SIVR
Abrdn Silver ETF Trust

ETFs
-805
- 2.76%
$28.36 - $35.37 $22.8K - $28.5K
28.4K $977K
SPY
Spdr S&P 500 ETF Trust

ETFs
-145
- 7.08%
$496.48 - $617.85 $72K - $89.6K
1.9K $1.18M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-36
- 0.59%
$73.0 - $85.5 $2.63K - $3.08K
6.11K $513K
GLDM
World Gold Trust

ETFs
-155
- 1.15%
$58.96 - $67.97 $9.14K - $10.5K
13.3K $872K
SPYG
Spdr Portfolio

ETFs
-204
- 4.98%
$71.83 - $95.32 $14.7K - $19.4K
3.89K $370K
FTNT
Fortinet, Inc.

Technology
-1
- 0.02%
$84.71 - $108.69 $84.7 - $109
5.08K $537K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-676
- 4.68%
$152.42 - $182.82 $103K - $124K
13.8K $2.51M
SKYY
First Trust Cloud Computing Et

ETFs
-256
- 5.87%
$89.46 - $121.64 $22.9K - $31.1K
4.11K $499K
CSCO
Cisco Systems, Inc.

Technology
-195
- 2.14%
$53.19 - $69.38 $10.4K - $13.5K
8.92K $618K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-70
- 1.41%
$57.46 - $75.58 $4.02K - $5.29K
4.88K $368K
PAVE
Global X Fds Us Infrastructure

ETFs
-112
- 0.98%
$33.78 - $43.68 $3.78K - $4.89K
11.3K $490K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-69
- 3.71%
$456.74 - $568.03 $31.5K - $39.2K
1.79K $1.02M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-856
- 2.19%
$17.76 - $22.1 $15.2K - $18.9K
38.2K $845K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-6.36K
- 4.57%
$22.92 - $28.05 $146K - $178K
133K $3.72M
AXP
American Express CO

Financial Services
-1
- 0.06%
$231.39 - $318.98 $231 - $319
1.64K $524K
CSX
Csx Corp

Industrials
-203
- 0.71%
$26.69 - $32.91 $5.42K - $6.68K
28.3K $923K
TSLA
Tesla, Inc.

Consumer Cyclical
-22
- 1.16%
$221.86 - $362.89 $4.88K - $7.98K
1.88K $596K
HWM
Howmet Aerospace Inc.

Industrials
-196
- 7.44%
$112.33 - $186.13 $22K - $36.5K
2.44K $453K
FIW
First Trust Water ETF

ETFs
-19
- 0.12%
$90.26 - $108.05 $1.71K - $2.05K
15.9K $1.72M
DIS
Walt Disney CO

Communication Services
-432
- 5.71%
$81.72 - $124.01 $35.3K - $53.6K
7.13K $884K
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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