Acorn Wealth Advisors, LLC Closed Holding Positions

Acorn Wealth Advisors, LLC

  • $251 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q3 2018 Filed on Nov 13, 2018
445
$31.97 - $34.39 $14.2K - $15.3K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
362
$52.87 - $56.02 $19.1K - $20.3K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2018 Filed on Nov 13, 2018
194
$88.08 - $92.33 $17.1K - $17.9K
IYE
Ishares Tr

ETFs
Q3 2018 Filed on Nov 13, 2018
1,284
$39.59 - $42.74 $50.8K - $54.9K
GRMN
Garmin LTD

Technology
Q3 2018 Filed on Nov 13, 2018
278
$60.58 - $70.05 $16.8K - $19.5K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
Q3 2018 Filed on Nov 13, 2018
614
$47.55 - $50.78 $29.2K - $31.2K
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q3 2018 Filed on Nov 13, 2018
4,486
N/A
IYT
Ishares Tr U.S. Transportation

ETFs
Q3 2018 Filed on Nov 13, 2018
332
$186.66 - $208.48 $62K - $69.2K
GM
General Motors CO

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
3,113
$33.55 - $40.09 $104K - $125K
JLL
Jones Lang Lasalle Inc

Real Estate
Q3 2018 Filed on Nov 13, 2018
375
$139.81 - $172.35 $52.4K - $64.6K
KHC
Kraft Heinz CO

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
791
$55.04 - $64.48 $43.5K - $51K
MCD
Mcdonalds Corp

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
412
$155.41 - $167.29 $64K - $68.9K
UNIT
Uniti Group Inc.

Real Estate
Q3 2018 Filed on Nov 13, 2018
654
$16.95 - $21.77 $11.1K - $14.2K
WDAY
Workday, Inc.

Technology
Q3 2018 Filed on Nov 13, 2018
96
$123.74 - $156.69 $11.9K - $15K
WM
Waste Management Inc

Industrials
Q3 2018 Filed on Nov 13, 2018
783
$81.49 - $92.51 $63.8K - $72.4K
Invesco Wilshire Micro Cap ETF
Q3 2018 Filed on Nov 13, 2018
2,370
N/A
XLB
Select Sector Spdr Fd Material

ETFs
Q3 2018 Filed on Nov 13, 2018
2,333
N/A
Invesco S&P 500 Top 50 ETF
Q3 2018 Filed on Nov 13, 2018
298
N/A
XLY
Select Sector Spdr Consumer Di

ETFs
Q3 2018 Filed on Nov 13, 2018
442
N/A
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q3 2018 Filed on Nov 13, 2018
518
N/A
Invesco S&P Smallcap Lowvolatility ETF
Q3 2018 Filed on Nov 13, 2018
280
N/A
XYL
Xylem Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
600
$66.7 - $81.87 $40K - $49.1K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
307
$108.41 - $127.64 $33.3K - $39.2K
Wabco Holdings Inc
Q3 2018 Filed on Nov 13, 2018
689
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
1,002
$60.76 - $73.81 $60.9K - $74K
Invesco Db Us Dollar Index Bullish Fund
Q3 2018 Filed on Nov 13, 2018
3,734
N/A
VDE
Vanguard Energy ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
317
N/A
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2018 Filed on Nov 13, 2018
582
N/A
VFH
Vanguard Financial ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
1,292
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2018 Filed on Nov 13, 2018
254
N/A
VLO
Valero Energy Corp

Energy
Q3 2018 Filed on Nov 13, 2018
239
$106.09 - $121.21 $25.4K - $29K
VMC
Vulcan Materials CO

Basic Materials
Q3 2018 Filed on Nov 13, 2018
120
$107.2 - $130.44 $12.9K - $15.7K
VNQ
Vanguard Specialized Funds Van

ETFs
Q3 2018 Filed on Nov 13, 2018
947
N/A
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2018 Filed on Nov 13, 2018
728
$21.25 - $25.32 $15.5K - $18.4K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q3 2018 Filed on Nov 13, 2018
1,198
N/A
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q3 2018 Filed on Nov 13, 2018
1,200
N/A
ZTS
Zoetis Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
166
$83.5 - $93.23 $13.9K - $15.5K
ALK
Alaska Air Group, Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
390
$59.01 - $70.08 $23K - $27.3K
Atlantic Pwr Corp F
Q3 2018 Filed on Nov 13, 2018
5,061
N/A
STM
St Microelectronics N.V.

Technology
Q3 2018 Filed on Nov 13, 2018
821
$17.84 - $23.72 $14.6K - $19.5K
TDOC
Teladoc Health, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
200
$59.4 - $86.35 $11.9K - $17.3K
TTAC
Fcf Us Quality ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
3,035
N/A
TTAI
Fcf International Quality ETF
Q3 2018 Filed on Nov 13, 2018
470
N/A
VDC
Vanguard Consumer Staples ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
255
N/A
VIS
Vanguard Industrial ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
371
N/A
VAW
Vanguard Materials ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
173
N/A
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,088
$11.19 - $11.77 $12.2K - $12.8K
ATI
Allegheny Technologies Inc

Industrials
Q3 2018 Filed on Nov 13, 2018
500
$24.43 - $29.75 $12.2K - $14.9K
SNPTY
China Petro&Chem Ads (100 Ord)
Q3 2018 Filed on Nov 13, 2018
500
N/A
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