Acorn Wealth Advisors, LLC Portfolio Holdings
Acorn Wealth Advisors, LLC
- $226 Million
- Q4 2024
Acorn Wealth Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $226 Million distributed in 235 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 $18.4M, Schwab Strategic Tr Us Dividen with a value of $11.7M, Vaneck Morningstar Wide Moat E with a value of $8.12M, Dimensional ETF Tr Core Fxd In with a value of $6.91M, and Microsoft Corp with a value of $6.75M.
Examining the 13F form we can see an increase of $5.2M in the current position value, from $220M to 226M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 235
- Current Value $226 Million
- Prior Value $220 Million
- Filing
- Period Q4 2024
- Filing Date February 04, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 20 stocks
- Additional Purchases 93 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks