Acorn Wealth Advisors, LLC Closed Holding Positions

Acorn Wealth Advisors, LLC

  • $251 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
327
$156.36 - $197.98 $51.1K - $64.7K
EMR
Emerson Electric CO

Industrials
Q3 2018 Filed on Nov 13, 2018
800
$67.89 - $78.41 $54.3K - $62.7K
EOG
Eog Resources Inc

Energy
Q3 2018 Filed on Nov 13, 2018
106
$114.32 - $129.9 $12.1K - $13.8K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,839
$16.9 - $17.94 $31.1K - $33K
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2018 Filed on Nov 13, 2018
823
$68.93 - $83.19 $56.7K - $68.5K
ERF
Enerplus Corp

Energy
Q3 2018 Filed on Nov 13, 2018
4,145
$11.26 - $13.6 $46.7K - $56.4K
ES
Eversource Energy

Utilities
Q3 2018 Filed on Nov 13, 2018
300
$58.46 - $63.77 $17.5K - $19.1K
Express Scripts Hldg
Q3 2018 Filed on Nov 13, 2018
771
N/A
DXGE
Wisdomtree Germany Hedged Equi

ETFs
Q3 2018 Filed on Nov 13, 2018
6,283
N/A
BTEGF
Baytex Energy Corp.

Energy
Q3 2018 Filed on Nov 13, 2018
6,415
$2.65 - $3.55 $17K - $22.8K
CVS
Cvs Health Corp

Healthcare
Q3 2018 Filed on Nov 13, 2018
2,026
$63.78 - $79.59 $129K - $161K
CWCO
Consolidated Water Co. Ltd.

Utilities
Q3 2018 Filed on Nov 13, 2018
1,012
$12.75 - $14.7 $12.9K - $14.9K
Columbia Ppty Tr Inc Reit
Q3 2018 Filed on Nov 13, 2018
699
N/A
Cys Investments Reit
Q3 2018 Filed on Nov 13, 2018
2,001
N/A
Invesco Zacks Mid Cap ETF
Q3 2018 Filed on Nov 13, 2018
230
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
806
$48.78 - $59.61 $39.3K - $48K
CCL
Carnival Corp

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
922
$56.76 - $67.17 $52.3K - $61.9K
CURE
Direxion Daily Healthcare Bull

ETFs
Q3 2018 Filed on Nov 13, 2018
395
$45.79 - $66.62 $18.1K - $26.3K
Clearbridge Energy Mlp C
Q3 2018 Filed on Nov 13, 2018
16,828
N/A
Cantel Medical Corp
Q3 2018 Filed on Nov 13, 2018
128
N/A
CNI
Canadian National Railway CO

Industrials
Q3 2018 Filed on Nov 13, 2018
483
$80.7 - $90.18 $39K - $43.6K
CINF
Cincinnati Financial Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
280
$66.98 - $79.03 $18.8K - $22.1K
Cigna Corp
Q3 2018 Filed on Nov 13, 2018
113
N/A
COP
Conocophillips

Energy
Q3 2018 Filed on Nov 13, 2018
640
$67.82 - $78.11 $43.4K - $50K
CPB
Campbell Soup CO

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
2,000
$36.63 - $42.76 $73.3K - $85.5K
Invesco S&P Global Waterindex ETF
Q3 2018 Filed on Nov 13, 2018
303
N/A
Carrizo Oil & Gas
Q3 2018 Filed on Nov 13, 2018
500
N/A
DSL
Double Line Income Solutions Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
3,913
$20.0 - $20.59 $78.3K - $80.6K
CCI
Crown Castle International Corp

Real Estate
Q3 2018 Filed on Nov 13, 2018
191
$107.99 - $114.33 $20.6K - $21.8K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q3 2018 Filed on Nov 13, 2018
2,947
$36.7 - $37.37 $108K - $110K
C
Citigroup Inc

Financial Services
Q3 2018 Filed on Nov 13, 2018
707
$66.06 - $74.79 $46.7K - $52.9K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q3 2018 Filed on Nov 13, 2018
1,701
N/A
DUK
Duke Energy Corp

Utilities
Q3 2018 Filed on Nov 13, 2018
1,872
$78.09 - $83.47 $146K - $156K
BWX
Spdr Bloomberg International T

ETFs
Q3 2018 Filed on Nov 13, 2018
400
N/A
RESE
Wisdomtree Emerging Markets Es

ETFs
Q3 2018 Filed on Nov 13, 2018
599
N/A
DVN
Devon Energy Corp

Energy
Q3 2018 Filed on Nov 13, 2018
303
$38.81 - $45.61 $11.8K - $13.8K
Boardwalk Pipeline Pa LP
Q3 2018 Filed on Nov 13, 2018
1,000
N/A
CAG
Conagra Brands Inc.

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
1,558
$32.98 - $38.25 $51.4K - $59.6K
DLR
Digital Realty Trust, Inc.

Real Estate
Q3 2018 Filed on Nov 13, 2018
93
$111.52 - $124.3 $10.4K - $11.6K
CC
Chemours CO

Basic Materials
Q3 2018 Filed on Nov 13, 2018
463
$39.11 - $47.9 $18.1K - $22.2K
Invesco Defensive Equityetf
Q3 2018 Filed on Nov 13, 2018
288
N/A
County Bank Corp
Q3 2018 Filed on Nov 13, 2018
300
N/A
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q3 2018 Filed on Nov 13, 2018
3,607
N/A
CARA
Cara Therapeutics, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
848
$17.57 - $23.95 $14.9K - $20.3K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,408
$18.4 - $19.86 $25.9K - $28K
SU
Suncor Energy Inc

Energy
Q3 2018 Filed on Nov 13, 2018
552
$38.18 - $42.27 $21.1K - $23.3K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q3 2018 Filed on Nov 13, 2018
418
N/A
CMA
Comerica Inc

Financial Services
Q3 2018 Filed on Nov 13, 2018
603
$89.46 - $99.43 $53.9K - $60K
ABC
Amerisourcebergen Corp

Healthcare
Q3 2018 Filed on Nov 13, 2018
292
$78.98 - $92.22 $23.1K - $26.9K
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