Acorn Wealth Advisors, LLC Sells in Q3 2024

Acorn Wealth Advisors, LLC

  • $220 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-486
- 47.28%
$520.18 - $576.82 $253K - $280K
542 $312K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.64K
- 21.41%
$59.93 - $66.52 $278K - $309K
17K $1.13M
IYW
Ishares Dj Us Tech ETF

ETFs
-622
- 31.7%
$133.16 - $158.73 $82.8K - $98.7K
1.34K $203K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.38K
- 14.24%
$36.98 - $41.55 $125K - $140K
20.4K $837K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-2.44K
- 3.81%
$47.0 - $47.84 $115K - $117K
61.6K $2.94M
MPC
Marathon Petroleum Corp

Energy
-263
- 17.55%
$158.61 - $180.75 $41.7K - $47.5K
1.24K $201K
QCOM
Qualcomm Inc

Technology
-69
- 4.24%
$156.12 - $209.64 $10.8K - $14.5K
1.56K $265K
BA
Boeing CO

Industrials
-13
- 0.94%
$152.04 - $190.6 $1.98K - $2.48K
1.36K $207K
VUG
Vanguard Growth ETF

ETFs
-128
- 11.02%
$341.08 - $391.94 $43.7K - $50.2K
1.03K $396K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-978
- 1.84%
$50.25 - $50.74 $49.1K - $49.6K
52.2K $2.65M
RDVY
First Trust Rising Dividend Ac

ETFs
-866
- 18.6%
$53.68 - $59.24 $46.5K - $51.3K
3.79K $224K
GLDM
World Gold Trust

ETFs
-2.83K
- 14.42%
$46.2 - $53.01 $131K - $150K
16.8K $876K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-767
- 9.02%
$90.36 - $98.07 $69.3K - $75.2K
7.74K $758K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-897
- 14.16%
$50.99 - $57.81 $45.7K - $51.9K
5.44K $311K
SPY
Spdr S&P 500 ETF Trust

ETFs
-164
- 6.57%
$517.38 - $573.86 $84.9K - $94.1K
2.33K $1.34M
LRNZ
Trueshares Technology, Ai & De

ETFs
-147
- 2.07%
$33.48 - $40.87 $4.92K - $6.01K
6.97K $262K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-137
- 8.02%
$523.84 - $572.02 $71.8K - $78.4K
1.57K $895K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-392
- 9.47%
$54.38 - $59.77 $21.3K - $23.4K
3.75K $221K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-1.32K
- 10.96%
$72.52 - $82.35 $95.7K - $109K
10.7K $877K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-441
- 10.52%
$73.43 - $80.37 $32.4K - $35.4K
3.75K $301K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-114
- 3.23%
$59.61 - $60.15 $6.8K - $6.86K
3.42K $204K
XLF
Financial Sector Spdr

ETFs
-692
- 10.93%
$40.84 - $45.74 $28.3K - $31.7K
5.64K $255K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-724
- 11.39%
$61.04 - $71.27 $44.2K - $51.6K
5.64K $390K
FV
First Trust Dorsey Wright Focu

ETFs
-129
- 3.31%
$51.35 - $59.82 $6.62K - $7.72K
3.77K $219K
FTSL
First Trust Senior Ln Fund

ETFs
-85
- 1.5%
$45.51 - $46.26 $3.87K - $3.93K
5.59K $256K
KMI
Kinder Morgan, Inc.

Energy
-2.37K
- 10.4%
$19.72 - $22.22 $46.6K - $52.6K
20.4K $449K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-32
- 1.86%
$434.77 - $502.96 $13.9K - $16.1K
1.69K $825K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-63
- 0.74%
$38.33 - $42.48 $2.41K - $2.68K
8.46K $355K
VZ
Verizon Communications Inc

Communication Services
-579
- 7.27%
$38.89 - $45.0 $22.5K - $26.1K
7.39K $331K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-165
- 1.47%
$11.31 - $11.96 $1.87K - $1.97K
11.1K $132K
VT
Vanguard Total World Stk Index

ETFs
-124
- 4.84%
$107.72 - $119.96 $13.4K - $14.9K
2.44K $292K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-19
- 0.28%
$40.48 - $45.39 $769 - $862
6.85K $301K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-298
- 4.89%
$71.19 - $76.59 $21.2K - $22.8K
5.8K $444K
TIP
Ishares Tr Tips Bd ETF

ETFs
-13
- 0.63%
$105.92 - $110.83 $1.38K - $1.44K
2.05K $226K
SPYG
Spdr Portfolio

ETFs
-103
- 2.03%
$73.38 - $84.1 $7.56K - $8.66K
4.97K $412K
DOW
Dow Inc.

Basic Materials
-38
- 0.59%
$50.15 - $55.41 $1.91K - $2.11K
6.45K $352K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-29
- 0.64%
$67.53 - $70.89 $1.96K - $2.06K
4.48K $316K
GD
General Dynamics Corp

Industrials
-1
- 0.12%
$279.51 - $308.09 $280 - $308
821 $248K
IVE
Ishares S&P 500 Value ETF

ETFs
-50
- 3.79%
$181.06 - $197.17 $9.05K - $9.86K
1.27K $250K
DE
Deere & CO

Industrials
-32
- 5.93%
$344.84 - $418.0 $11K - $13.4K
508 $212K
HYGV
Flexshares Tr High Yield Value

ETFs
-17
- 0.15%
$40.11 - $41.67 $682 - $708
11K $458K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-109
- 2.49%
$75.32 - $84.37 $8.21K - $9.2K
4.26K $356K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-316
- 4.01%
$41.9 - $48.26 $13.2K - $15.3K
7.56K $361K
VTV
Vanguard Value ETF

ETFs
-295
- 5.82%
$159.75 - $174.57 $47.1K - $51.5K
4.78K $833K
DFAE
Dimensional ETF Tr

ETFs
-32
- 0.22%
$24.46 - $27.82 $783 - $890
14.5K $396K
PBA
Pembina Pipeline Corp

Energy
-357
- 4.07%
$36.86 - $41.36 $13.2K - $14.8K
8.42K $347K
SKYY
First Trust Cloud Computing Et

ETFs
-71
- 1.5%
$86.45 - $102.48 $6.14K - $7.28K
4.67K $477K
KR
Kroger CO

Consumer Defensive
-190
- 4.04%
$50.43 - $57.3 $9.58K - $10.9K
4.51K $258K
ABBV
Abb Vie Inc.

Healthcare
-173
- 7.65%
$163.84 - $199.33 $28.3K - $34.5K
2.09K $412K
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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