Acorn Wealth Advisors, LLC Sells in Q2 2025

Acorn Wealth Advisors, LLC

  • $251 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
-6.5K
- 48.47%
$236.71 - $261.92 $1.54M - $1.7M
6.91K $1.72M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.24K
- 69.24%
$105.23 - $109.61 $446K - $465K
1.88K $206K
AAPL
Apple Inc.

Technology
-124
- 0.64%
$172.42 - $223.89 $21.4K - $27.8K
19.1K $3.92M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.04K
- 2.01%
$72.02 - $73.82 $363K - $372K
245K $18.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-925
- 13.9%
$210.83 - $235.28 $195K - $218K
5.73K $1.27M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.73K
- 9.11%
$50.36 - $50.68 $238K - $240K
47.2K $2.39M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-14.1K
- 21.92%
$19.1 - $23.83 $269K - $336K
50.2K $1.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.04K
- 4.42%
$85.42 - $94.39 $174K - $192K
44K $4.13M
XOM
Exxon Mobil Corp

Energy
-713
- 9.65%
$99.93 - $119.04 $71.3K - $84.9K
6.68K $719K
MRK
Merck & Co., Inc.

Healthcare
-963
- 13.43%
$73.47 - $87.12 $70.8K - $83.9K
6.21K $491K
PG
Procter & Gamble CO

Consumer Defensive
-463
- 10.72%
$157.66 - $172.39 $73K - $79.8K
3.86K $614K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.39K
- 19.4%
$90.56 - $109.49 $126K - $153K
5.79K $633K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2K
- 26.75%
$45.3 - $50.64 $90.6K - $101K
5.48K $268K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.13K
- 26.82%
$52.31 - $63.72 $111K - $135K
5.8K $369K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.83K
- 18.54%
$32.62 - $33.58 $92.3K - $95.1K
12.4K $417K
CVX
Chevron Corp

Energy
-264
- 13.27%
$133.73 - $168.51 $35.3K - $44.5K
1.73K $247K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.59K
- 11.13%
$51.68 - $52.76 $81.9K - $83.6K
12.7K $667K
DOW
Dow Inc.

Basic Materials
-9
- 0.11%
$25.81 - $34.89 $232 - $314
8.07K $213K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-3.32K
- 11.99%
$18.65 - $19.82 $61.9K - $65.8K
24.3K $482K
KR
Kroger CO

Consumer Defensive
-1K
- 22.89%
$64.62 - $74.0 $64.8K - $74.2K
3.38K $242K
CMS
Cms Energy Corp

Utilities
-145
- 1.94%
$68.57 - $75.51 $9.94K - $10.9K
7.34K $508K
ABBV
Abb Vie Inc.

Healthcare
-22
- 1.11%
$170.16 - $206.27 $3.74K - $4.54K
1.97K $365K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-2.58K
- 13.8%
$18.92 - $19.87 $48.7K - $51.2K
16.1K $319K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-2.22K
- 6.77%
$18.11 - $18.97 $40.3K - $42.2K
30.6K $576K
JNJ
Johnson & Johnson

Healthcare
-10
- 0.29%
$146.36 - $159.82 $1.46K - $1.6K
3.43K $523K
VZ
Verizon Communications Inc

Communication Services
-735
- 10.19%
$41.67 - $45.62 $30.6K - $33.5K
6.48K $280K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-2.18K
- 5.35%
$23.13 - $24.23 $50.4K - $52.8K
38.6K $934K
K
Kellogg CO

Consumer Defensive
-431
- 12.34%
$77.85 - $82.88 $33.6K - $35.7K
3.06K $243K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-1.72K
- 14.27%
$24.96 - $25.5 $43K - $43.9K
10.3K $263K
LQIG
Spdr Ser Tr Marketaxess Invt G

ETFs
-503
- 4.75%
$92.02 - $95.59 $46.3K - $48.1K
10.1K $964K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.45K
- 13.91%
$16.93 - $17.81 $41.4K - $43.6K
15.2K $269K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-863
- 15.44%
$71.86 - $82.66 $62K - $71.3K
4.73K $390K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-1.43K
- 13.58%
$23.57 - $24.6 $33.8K - $35.3K
9.13K $221K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.76K
- 16.32%
$23.55 - $27.67 $41.5K - $48.7K
9.03K $249K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.57K
- 14.01%
$22.68 - $23.28 $35.7K - $36.6K
9.65K $224K
PEP
Pepsico Inc

Consumer Defensive
-23
- 1.31%
$128.02 - $151.37 $2.94K - $3.48K
1.73K $228K
PBA
Pembina Pipeline Corp

Energy
-367
- 4.56%
$35.16 - $40.88 $12.9K - $15K
7.68K $287K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.47K
- 1.98%
$47.09 - $48.01 $69.2K - $70.6K
72.8K $3.5M
PFE
Pfizer Inc

Healthcare
-737
- 5.26%
$21.59 - $24.84 $15.9K - $18.3K
13.3K $322K
DE
Deere & CO

Industrials
-98
- 19.03%
$412.99 - $531.48 $40.5K - $52.1K
417 $212K
GNL
Global Net Lease, Inc.

Real Estate
-1.99K
- 6.9%
$6.82 - $8.08 $13.6K - $16.1K
26.8K $202K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-680
- 7.86%
$40.66 - $41.98 $27.6K - $28.5K
7.97K $333K
SGOL
Abrdn Gold ETF Trust

ETFs
-2.08K
- 8.89%
$28.39 - $32.75 $59.1K - $68.2K
21.4K $673K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-622
- 12.57%
$78.98 - $90.1 $49.1K - $56K
4.33K $389K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-187
- 0.4%
$51.14 - $57.0 $9.56K - $10.7K
46.4K $2.64M
T
At&T Inc.

Communication Services
-1.27K
- 6.11%
$26.33 - $28.94 $33.3K - $36.6K
19.4K $562K
VPU
Vanguard Utilities ETF

ETFs
-191
- 8.95%
$158.36 - $178.82 $30.2K - $34.2K
1.94K $342K
DD
Du Pont De Nemours, Inc.

Basic Materials
-9
- 0.25%
$55.13 - $75.25 $496 - $677
3.52K $241K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-536
- 1.41%
$42.72 - $44.24 $22.9K - $23.7K
37.4K $1.64M
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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