Acorn Wealth Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $220 Million distributed in 227 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $19.5M, Schwab Strategic Tr Us Dividen with a value of $12.6M, Dimensional ETF Tr Core Fxd In with a value of $8.16M, Vaneck Morningstar Wide Moat E with a value of $7.71M, and Microsoft Corp with a value of $6.88M.
Examining the 13F form we can see an increase of $26.9M in the current position value, from $194M to 220M.
Acorn Wealth Advisors, LLC is based out at Grand Blanc, MI
Below you can find more details about Acorn Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$220 Million
ETFs: $162 Million
Technology: $17.6 Million
Financial Services: $9.53 Million
Industrials: $6.08 Million
Consumer Cyclical: $5.59 Million
Healthcare: $4.28 Million
Consumer Defensive: $4.22 Million
Communication Services: $3.34 Million
Other: $6.99 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
