Acorn Wealth Advisors, LLC Closed Holding Positions

Acorn Wealth Advisors, LLC

  • $251 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
OEF
Ishares S&P 100 ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
230
N/A
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
TPR
Tapestry, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
304
$45.41 - $53.16 $13.8K - $16.2K
ORI
Old Republic International Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,000
$19.81 - $22.95 $19.8K - $23K
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
PPG
Ppg Industries Inc

Basic Materials
Q3 2018 Filed on Nov 13, 2018
140
$102.0 - $115.98 $14.3K - $16.2K
GIL
Gildan Activewear Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
1,215
$25.39 - $31.55 $30.8K - $38.3K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q3 2018 Filed on Nov 13, 2018
1,181
N/A
IHE
Ishares Tr

ETFs
Q3 2018 Filed on Nov 13, 2018
250
$151.16 - $169.55 $37.8K - $42.4K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q3 2018 Filed on Nov 13, 2018
819
N/A
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q3 2018 Filed on Nov 13, 2018
216
N/A
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2018 Filed on Nov 13, 2018
742
$95.58 - $104.54 $70.9K - $77.6K
ILMN
Illumina, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
65
$279.04 - $367.06 $18.1K - $23.9K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q3 2018 Filed on Nov 13, 2018
300
$42.88 - $53.7 $12.9K - $16.1K
IRM
Iron Mountain Inc

Real Estate
Q3 2018 Filed on Nov 13, 2018
705
$34.09 - $36.74 $24K - $25.9K
Vaneck Vectors Amt Free Intermediate Mun Index ETF
Q3 2018 Filed on Nov 13, 2018
2,352
N/A
HAL
Halliburton CO

Energy
Q3 2018 Filed on Nov 13, 2018
247
$36.69 - $46.26 $9.06K - $11.4K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q3 2018 Filed on Nov 13, 2018
102
N/A
IGHG
Proshares Investment Grade Int

ETFs
Q3 2018 Filed on Nov 13, 2018
647
N/A
IDU
Ishares Tr U S Utils ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
98
$65.43 - $69.3 $6.41K - $6.79K
WELL
Welltower Inc.

Real Estate
Q3 2018 Filed on Nov 13, 2018
730
$61.7 - $67.46 $45K - $49.2K
Invesco Zacks International Multi Asset Income ETF
Q3 2018 Filed on Nov 13, 2018
3,173
N/A
HII
Huntington Ingalls Industries, Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
73
$216.78 - $258.0 $15.8K - $18.8K
HPQ
Hp Inc

Technology
Q3 2018 Filed on Nov 13, 2018
733
$22.59 - $25.97 $16.6K - $19K
HSC
Harsco Corp

Industrials
Q3 2018 Filed on Nov 13, 2018
714
$21.55 - $29.75 $15.4K - $21.2K
HYG
Ishares Tr

ETFs
Q3 2018 Filed on Nov 13, 2018
124
$84.78 - $86.44 $10.5K - $10.7K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
Q3 2018 Filed on Nov 13, 2018
815
N/A
Ishares Gold ETF
Q3 2018 Filed on Nov 13, 2018
6,434
N/A
IBB
Ishares Biotechnology ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
541
N/A
ICF
Ishares Tr

ETFs
Q3 2018 Filed on Nov 13, 2018
514
$49.14 - $51.92 $25.3K - $26.7K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
Q3 2018 Filed on Nov 13, 2018
447
N/A
IVW
Ishares S&P 500 Growth ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
845
$40.58 - $44.29 $34.3K - $37.4K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
895
N/A
KSU
Kansas City Southern

Industrials
Q3 2018 Filed on Nov 13, 2018
243
N/A
LAZ
Lazard LTD

Financial Services
Q3 2018 Filed on Nov 13, 2018
645
$45.82 - $54.3 $29.6K - $35K
LEA
Lear Corp

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
229
$145.0 - $192.47 $33.2K - $44.1K
LNC
Lincoln National Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
204
$62.89 - $70.32 $12.8K - $14.3K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
517
N/A
LUV
Southwest Airlines CO

Industrials
Q3 2018 Filed on Nov 13, 2018
545
$51.52 - $63.77 $28.1K - $34.8K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
410
$65.24 - $72.58 $26.7K - $29.8K
HCA
Hca Healthcare, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
200
$103.19 - $139.12 $20.6K - $27.8K
MA
Mastercard Inc

Financial Services
Q3 2018 Filed on Nov 13, 2018
59
$196.29 - $222.61 $11.6K - $13.1K
MAIN
Main Street Capital Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
596
$38.05 - $40.68 $22.7K - $24.2K
MBB
Ishares Tr

ETFs
Q3 2018 Filed on Nov 13, 2018
430
$103.02 - $104.34 $44.3K - $44.9K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
841
$103.55 - $119.56 $87.1K - $101K
GIS
General Mills Inc

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
818
$42.89 - $47.77 $35.1K - $39.1K
Track This Portfolio

Track Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email