Acorn Wealth Advisors, LLC Closed Holding Positions

Acorn Wealth Advisors, LLC

  • $226 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q1 2020 Filed on May 13, 2020
14,610
$19.98 - $32.48 $292K - $475K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on May 13, 2020
23,056
$12.27 - $29.02 $283K - $669K
Invesco Ladderrite 0 5 Year Corporate Bond ETF
Q1 2020 Filed on May 13, 2020
8,803
N/A
United Technologies
Q1 2020 Filed on May 13, 2020
2,544
N/A
BP
Bp PLC

Energy
Q1 2020 Filed on May 13, 2020
5,321
$16.11 - $39.85 $85.7K - $212K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2020 Filed on May 13, 2020
7,525
$25.85 - $40.79 $195K - $307K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2020 Filed on May 13, 2020
4,657
$35.74 - $66.24 $166K - $308K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q1 2020 Filed on May 13, 2020
7,413
$28.19 - $51.45 $209K - $381K
VRSN
Verisign Inc

Technology
Q3 2019 Filed on Nov 21, 2019
1,000
$186.78 - $221.04 $187K - $221K
WPC
W. P. Carey Inc.

Real Estate
Q3 2019 Filed on Nov 21, 2019
2,440
$80.33 - $91.62 $196K - $224K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2019 Filed on Nov 21, 2019
7,248
$20.76 - $32.1 $150K - $233K
Nabors Industries F
Q3 2019 Filed on Nov 21, 2019
10,000
N/A
First Trust Tactical High Yield ETF
Q3 2019 Filed on Nov 21, 2019
4,363
N/A
IEMG
Ishares Inc

ETFs
Q3 2019 Filed on Nov 21, 2019
7,010
$46.63 - $52.12 $327K - $365K
BFOR
Alps ETF Tr Barrons 400 ETF
Q2 2019 Filed on Aug 14, 2019
5,594
N/A
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2019 Filed on Aug 14, 2019
4,130
$74.66 - $83.24 $308K - $344K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
13,439
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2019 Filed on Aug 14, 2019
6,596
N/A
Dowdupont Inc
Q1 2019 Filed on May 08, 2019
4,500
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q4 2018 Filed on Feb 04, 2019
4,658
N/A
Invesco Qqq Trust
Q4 2018 Filed on Feb 04, 2019
1,646
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2018 Filed on Feb 04, 2019
8,464
N/A
FDT
First Trust Developed Markets

ETFs
Q4 2018 Filed on Feb 04, 2019
4,792
$47.63 - $59.64 $228K - $286K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
701
$77.45 - $86.84 $54.3K - $60.9K
MRO
Marathon Oil Corp

Energy
Q3 2018 Filed on Nov 13, 2018
580
$19.0 - $23.28 $11K - $13.5K
Invesco Dwa Emerging Markets Momentum ETF
Q3 2018 Filed on Nov 13, 2018
673
N/A
PPG
Ppg Industries Inc

Basic Materials
Q3 2018 Filed on Nov 13, 2018
140
$102.0 - $115.98 $14.3K - $16.2K
Mallinckrodt Pub F
Q3 2018 Filed on Nov 13, 2018
2,247
N/A
MBB
Ishares Tr

ETFs
Q3 2018 Filed on Nov 13, 2018
430
$103.02 - $104.34 $44.3K - $44.9K
MCD
Mcdonalds Corp

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
412
$155.41 - $167.29 $64K - $68.9K
MMM
3 M CO

Industrials
Q3 2018 Filed on Nov 13, 2018
344
$195.52 - $216.33 $67.3K - $74.4K
MKL
Markel Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
42
$1083.48 - $1218.38 $45.5K - $51.2K
MCK
Mckesson Corp

Healthcare
Q3 2018 Filed on Nov 13, 2018
78
$123.14 - $138.52 $9.6K - $10.8K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q3 2018 Filed on Nov 13, 2018
889
N/A
Eaton Vance Michigan Mun
Q3 2018 Filed on Nov 13, 2018
1,091
N/A
MXI
Ishares Global Materials ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
354
N/A
NEE
Nextera Energy Inc

Utilities
Q3 2018 Filed on Nov 13, 2018
334
$41.11 - $43.79 $13.7K - $14.6K
NKE
Nike, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
153
$75.53 - $85.55 $11.6K - $13.1K
NHC
National Healthcare Corp

Healthcare
Q3 2018 Filed on Nov 13, 2018
269
$69.83 - $78.19 $18.8K - $21K
Invesco Global Short Term High Yield Bond ETF
Q3 2018 Filed on Nov 13, 2018
7,880
N/A
NOC
Northrop Grumman Corp

Industrials
Q3 2018 Filed on Nov 13, 2018
445
$291.32 - $324.16 $130K - $144K
NSC
Norfolk Southern Corp

Industrials
Q3 2018 Filed on Nov 13, 2018
649
$150.93 - $186.71 $98K - $121K
NUE
Nucor Corp

Basic Materials
Q3 2018 Filed on Nov 13, 2018
224
$61.11 - $67.98 $13.7K - $15.2K
Nuveen Michigan Qlty Mnc
Q3 2018 Filed on Nov 13, 2018
4,633
N/A
OEF
Ishares S&P 100 ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
230
N/A
OXY
Occidental Petroleum Corp

Energy
Q3 2018 Filed on Nov 13, 2018
130
$75.74 - $85.7 $9.85K - $11.1K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
Q3 2018 Filed on Nov 13, 2018
2,848
$18.59 - $20.4 $52.9K - $58.1K
NFLX
Netflix Inc

Communication Services
Q3 2018 Filed on Nov 13, 2018
185
$316.78 - $418.97 $58.6K - $77.5K
Invesco International Dividend Achievers ETF
Q3 2018 Filed on Nov 13, 2018
6,476
N/A
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