Acorn Financial Advisory Services
Latest statistics and disclosures from Acorn Financial Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, XBIL, VUG, VEA, VB, and represent 39.57% of Acorn Financial Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$10M), SPTS, Ishares Bitcoin Tr, OBIL, BILS, GBTC, CDLX, FTEC, CRNC, PENN.
- Started 18 new stock positions in FTEC, FNCL, MUB, IWB, BKNG, DNA, VWO, TBIL, GBTC, VIG. COIN, PXD, PHIN, Ishares Bitcoin Tr, LLY, XLI, VLO, XLY.
- Reduced shares in these 10 stocks: VUG (-$7.7M), VB (-$6.3M), VOO (-$5.3M), AVUS (-$5.1M), VEA, AAPL, ISTB, SCZ, AVUV, GD.
- Sold out of its positions in ABT, AVIV, AVDV, AMGN, LCTU, CAT, CSCO, EMR, QCLN, LDSF.
- Acorn Financial Advisory Services was a net seller of stock by $-76M.
- Acorn Financial Advisory Services has $529M in assets under management (AUM), dropping by -7.24%.
- Central Index Key (CIK): 0001018561
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Portfolio Holdings for Acorn Financial Advisory Services
Acorn Financial Advisory Services holds 206 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 12.5 | $66M | -7% | 138k | 480.70 |
|
| RBB Us Trsry 6 Mnth (XBIL) | 7.0 | $37M | 737k | 50.11 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 6.9 | $36M | -17% | 106k | 344.20 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.6 | $35M | -10% | 697k | 50.17 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 6.6 | $35M | -15% | 153k | 228.59 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 6.2 | $33M | +44% | 338k | 97.94 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.9 | $26M | -8% | 279k | 93.71 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 4.7 | $25M | +25% | 855k | 28.92 |
|
| Apple (AAPL) | 3.3 | $18M | -14% | 103k | 171.48 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 3.2 | $17M | -22% | 192k | 89.50 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.5 | $13M | -7% | 30k | 444.08 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.7 | $9.2M | -6% | 150k | 61.53 |
|
| Microstrategy Cl A New (MSTR) | 1.3 | $6.8M | -4% | 4.0k | 1704.56 |
|
| Microsoft Corporation (MSFT) | 1.0 | $5.5M | -18% | 13k | 420.71 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $4.7M | -22% | 19k | 249.85 |
|
| RBB Us Treasry 12 Mt (OBIL) | 0.8 | $4.5M | +232% | 90k | 49.96 |
|
| Amazon (AMZN) | 0.8 | $4.4M | -22% | 25k | 180.38 |
|
| Ishares Bitcoin Tr SHS | 0.8 | $4.1M | NEW | 102k | 40.47 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $3.8M | 7.3k | 523.07 |
|
|
| First Tr Value Line Divid In SHS (FVD) | 0.7 | $3.8M | -3% | 90k | 42.23 |
|
| Meta Platforms Cl A (META) | 0.7 | $3.5M | -23% | 7.3k | 485.58 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $3.4M | -27% | 3.7k | 903.58 |
|
| Marriott Intl Cl A (MAR) | 0.6 | $3.1M | 12k | 252.31 |
|
|
| Lockheed Martin Corporation (LMT) | 0.5 | $2.9M | +14% | 6.3k | 454.87 |
|
| Cion Invt Corp (CION) | 0.5 | $2.7M | -6% | 246k | 11.00 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $2.6M | -38% | 72k | 36.19 |
|
| Shopify Cl A (SHOP) | 0.5 | $2.4M | -9% | 31k | 77.17 |
|
| Cardlytics (CDLX) | 0.5 | $2.4M | +34% | 166k | 14.49 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $2.4M | -6% | 21k | 116.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.4M | -7% | 16k | 150.93 |
|
| Draftkings Com Cl A (DKNG) | 0.4 | $2.2M | 49k | 45.41 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $2.1M | -10% | 11k | 191.87 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $2.0M | +2% | 12k | 175.29 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.8M | -11% | 3.5k | 525.73 |
|
| salesforce (CRM) | 0.3 | $1.8M | -25% | 6.0k | 301.17 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.3 | $1.8M | +412% | 18k | 99.42 |
|
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 0.3 | $1.8M | -5% | 160k | 11.12 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $1.8M | 6.8k | 260.71 |
|
|
| Dex (DXCM) | 0.3 | $1.7M | +4% | 13k | 138.70 |
|
| Tripadvisor (TRIP) | 0.3 | $1.7M | -3% | 62k | 27.79 |
|
| BorgWarner (BWA) | 0.3 | $1.6M | +26% | 45k | 34.74 |
|
| Pure Storage Cl A (PSTG) | 0.3 | $1.6M | -3% | 30k | 51.99 |
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $1.5M | 1.6k | 962.49 |
|
|
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.3 | $1.5M | -16% | 39k | 38.82 |
|
| Penn National Gaming (PENN) | 0.3 | $1.5M | +44% | 83k | 18.21 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.3 | $1.5M | -21% | 20k | 76.00 |
|
| American Tower Reit (AMT) | 0.3 | $1.5M | -3% | 7.5k | 197.59 |
|
| Merck & Co (MRK) | 0.3 | $1.5M | -4% | 11k | 131.94 |
|
| Cerence (CRNC) | 0.3 | $1.3M | +58% | 86k | 15.75 |
|
| Nutanix Cl A (NTNX) | 0.2 | $1.3M | -25% | 21k | 61.72 |
|
| Rapid7 (RPD) | 0.2 | $1.3M | +14% | 27k | 49.04 |
|
| Appian Corp Cl A (APPN) | 0.2 | $1.3M | 33k | 39.95 |
|
|
| Crown Castle Intl (CCI) | 0.2 | $1.3M | 12k | 105.83 |
|
|
| Infinera (INFN) | 0.2 | $1.3M | -3% | 213k | 6.03 |
|
| Pacer Fds Tr Data And Infrast (SRVR) | 0.2 | $1.3M | +10% | 45k | 28.65 |
|
| Tesla Motors (TSLA) | 0.2 | $1.3M | -12% | 7.2k | 175.79 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $1.3M | -18% | 15k | 82.97 |
|
| EXACT Sciences Corporation (EXAS) | 0.2 | $1.2M | +12% | 18k | 69.06 |
|
| Papa John's Int'l (PZZA) | 0.2 | $1.2M | +13% | 18k | 66.60 |
|
| Asana Cl A (ASAN) | 0.2 | $1.2M | +45% | 78k | 15.49 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.2M | -53% | 4.6k | 259.89 |
|
| Under Armour Cl A (UAA) | 0.2 | $1.2M | -5% | 158k | 7.38 |
|
| Sofi Technologies (SOFI) | 0.2 | $1.2M | 159k | 7.30 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.1M | -3% | 49k | 23.01 |
|
| General Electric Com New (GE) | 0.2 | $1.1M | -15% | 6.3k | 175.52 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $1.1M | -2% | 13k | 85.06 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.1M | -5% | 4.5k | 239.75 |
|
| Boot Barn Hldgs (BOOT) | 0.2 | $1.1M | -3% | 11k | 95.15 |
|
| Docusign (DOCU) | 0.2 | $1.0M | -3% | 18k | 59.55 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.0M | -50% | 3.5k | 284.13 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.0M | -26% | 2.4k | 420.52 |
|
| Block Cl A (SQ) | 0.2 | $1.0M | -3% | 12k | 84.58 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $948k | 4.6k | 208.25 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $910k | 16k | 58.06 |
|
|
| Globus Med Cl A (GMED) | 0.2 | $896k | -3% | 17k | 53.64 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $886k | -57% | 4.2k | 210.30 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $865k | -9% | 13k | 68.80 |
|
| Verizon Communications (VZ) | 0.2 | $794k | -12% | 19k | 41.96 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $758k | -17% | 21k | 35.84 |
|
| RBB Us Treasr 10 Yr (UTEN) | 0.1 | $742k | +21% | 17k | 44.05 |
|
| Shenandoah Telecommunications Company (SHEN) | 0.1 | $724k | -3% | 42k | 17.37 |
|
| Dominion Resources (D) | 0.1 | $719k | -10% | 15k | 49.19 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $714k | NEW | 11k | 63.17 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) | 0.1 | $699k | -3% | 16k | 42.49 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $679k | -25% | 6.8k | 99.43 |
|
| Servicenow (NOW) | 0.1 | $658k | -9% | 863.00 | 762.40 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $647k | +2% | 10k | 64.26 |
|
| Advanced Micro Devices (AMD) | 0.1 | $646k | -16% | 3.6k | 180.49 |
|
| Air Products & Chemicals (APD) | 0.1 | $639k | -7% | 2.6k | 242.31 |
|
| Walt Disney Company (DIS) | 0.1 | $638k | -3% | 5.2k | 122.36 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $634k | 1.00 | 634440.00 |
|
|
| DaVita (DVA) | 0.1 | $613k | -9% | 4.4k | 138.04 |
|
| Ye Cl A (YELP) | 0.1 | $606k | +31% | 15k | 39.40 |
|
| Rivian Automotive Com Cl A Call Option (RIVN) | 0.1 | $599k | +112% | 55k | 10.95 |
|
| Bank of America Corporation (BAC) | 0.1 | $595k | -5% | 16k | 37.92 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $592k | -3% | 10k | 56.98 |
|
| Home Depot (HD) | 0.1 | $564k | -55% | 1.5k | 383.60 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $554k | 15k | 35.87 |
|
|
| Visa Com Cl A (V) | 0.1 | $553k | -6% | 2.0k | 279.03 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $537k | 1.9k | 286.67 |
|
|
| Coca-Cola Company (KO) | 0.1 | $531k | -22% | 8.7k | 61.18 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $527k | 15k | 34.88 |
|
|
| Citigroup Com New (C) | 0.1 | $527k | -7% | 8.3k | 63.24 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $522k | 5.0k | 103.79 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $509k | +18% | 3.4k | 147.74 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $508k | +375% | 8.4k | 60.74 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $507k | NEW | 3.3k | 155.85 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $501k | -13% | 15k | 32.69 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $499k | -65% | 13k | 39.02 |
|
| Tree (TREE) | 0.1 | $497k | -9% | 12k | 42.34 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $463k | +103% | 20k | 23.46 |
|
| Zions Bancorporation (ZION) | 0.1 | $462k | -8% | 11k | 43.40 |
|
| International Business Machines (IBM) | 0.1 | $462k | -22% | 2.4k | 190.93 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $457k | -39% | 19k | 23.72 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.1 | $451k | -41% | 3.6k | 125.34 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $450k | 1.3k | 346.61 |
|
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $447k | -14% | 8.9k | 49.95 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $446k | NEW | 8.9k | 50.03 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $444k | -8% | 8.9k | 50.08 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $444k | +23% | 9.7k | 45.59 |
|
| Bank Ozk (OZK) | 0.1 | $425k | -8% | 9.3k | 45.46 |
|
| Goldman Sachs (GS) | 0.1 | $413k | -12% | 989.00 | 417.79 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $413k | 70k | 5.93 |
|
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.1 | $410k | 8.1k | 50.31 |
|
|
| Qualys (QLYS) | 0.1 | $406k | -9% | 2.4k | 166.84 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $405k | 9.9k | 40.90 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $399k | -19% | 2.0k | 200.30 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.1 | $393k | 2.1k | 190.67 |
|
|
| Winnebago Industries (WGO) | 0.1 | $393k | -9% | 5.3k | 74.00 |
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| Akamai Technologies (AKAM) | 0.1 | $384k | -9% | 3.5k | 108.76 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $381k | NEW | 3.5k | 107.60 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) | 0.1 | $380k | 15k | 24.85 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) | 0.1 | $368k | 8.9k | 41.21 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $362k | +9% | 3.9k | 91.79 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $362k | 910.00 | 397.90 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $358k | 2.6k | 137.22 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $354k | -34% | 1.3k | 281.95 |
|
| Procter & Gamble Company (PG) | 0.1 | $353k | -41% | 2.2k | 162.25 |
|
| Johnson & Johnson (JNJ) | 0.1 | $350k | -42% | 2.2k | 158.16 |
|
| Oracle Corporation (ORCL) | 0.1 | $350k | -17% | 2.8k | 125.62 |
|
| Workday Cl A (WDAY) | 0.1 | $349k | -20% | 1.3k | 272.70 |
|
| At&t (T) | 0.1 | $348k | -28% | 20k | 17.60 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $348k | 6.4k | 54.43 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $344k | 3.6k | 95.61 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $342k | +11% | 6.6k | 51.60 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $340k | -6% | 11k | 31.99 |
|
| MercadoLibre (MELI) | 0.1 | $336k | -10% | 223.00 | 1508.73 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $328k | +3% | 3.0k | 110.52 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $325k | NEW | 1.8k | 183.91 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $324k | -66% | 4.2k | 76.68 |
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $322k | 5.6k | 57.22 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $320k | -4% | 20k | 16.34 |
|
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.1 | $320k | 1.8k | 182.35 |
|
|
| Uber Technologies (UBER) | 0.1 | $314k | 4.1k | 76.99 |
|
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| Duke Energy Corp Com New (DUK) | 0.1 | $314k | -23% | 3.2k | 96.70 |
|
| Invesco Actively Managed Etf Var Rate Invt (VRIG) | 0.1 | $307k | -16% | 12k | 25.09 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $306k | -7% | 636.00 | 481.32 |
|
| Intel Corporation (INTC) | 0.1 | $302k | -12% | 6.8k | 44.17 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $302k | -30% | 3.7k | 80.62 |
|
| Dollar Tree (DLTR) | 0.1 | $298k | -9% | 2.2k | 133.14 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $296k | NEW | 2.4k | 125.97 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $294k | -30% | 6.8k | 43.04 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) | 0.1 | $288k | -14% | 8.3k | 34.90 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $287k | 548.00 | 524.03 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $284k | NEW | 1.1k | 265.12 |
|
| Polaris Industries (PII) | 0.1 | $282k | -9% | 2.8k | 100.12 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $280k | -72% | 3.6k | 77.31 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $279k | -66% | 6.8k | 41.08 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $279k | 4.3k | 64.99 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $279k | -12% | 3.1k | 90.92 |
|
| McKesson Corporation (MCK) | 0.1 | $270k | 502.00 | 536.85 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $268k | NEW | 4.5k | 59.40 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $268k | 15k | 17.32 |
|
|
| Chevron Corporation (CVX) | 0.1 | $267k | -17% | 1.7k | 157.69 |
|
| Phinia Common Stock (PHIN) | 0.0 | $262k | NEW | 6.8k | 38.43 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $260k | -2% | 2.4k | 108.06 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $258k | -88% | 1.6k | 162.83 |
|
| Wal-Mart Stores (WMT) | 0.0 | $246k | +27% | 4.1k | 60.17 |
|
| Iqvia Holdings (IQV) | 0.0 | $246k | 971.00 | 252.89 |
|
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| Nike CL B (NKE) | 0.0 | $239k | -8% | 2.5k | 93.99 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $238k | -19% | 1.4k | 169.41 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $233k | -8% | 2.9k | 79.76 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $233k | -33% | 1.5k | 152.26 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $229k | -13% | 679.00 | 337.05 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $229k | -5% | 12k | 19.07 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $228k | NEW | 793.00 | 288.03 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $228k | NEW | 293.00 | 777.96 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $225k | -13% | 3.4k | 65.65 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $224k | NEW | 1.2k | 182.61 |
|
| Albertsons Cos Common Stock (ACI) | 0.0 | $224k | 10k | 21.44 |
|
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| UnitedHealth (UNH) | 0.0 | $224k | 452.00 | 494.60 |
|
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $222k | -51% | 2.9k | 76.36 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $221k | -4% | 3.0k | 72.62 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $221k | 4.0k | 54.81 |
|
|
| Pioneer Natural Resources (PXD) | 0.0 | $219k | NEW | 833.00 | 262.53 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $215k | -92% | 4.5k | 47.44 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.0 | $209k | 4.8k | 43.40 |
|
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| Booking Holdings (BKNG) | 0.0 | $207k | NEW | 57.00 | 3635.86 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $207k | NEW | 4.9k | 41.77 |
|
| Valero Energy Corporation (VLO) | 0.0 | $207k | NEW | 1.2k | 170.69 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $205k | -16% | 429.00 | 478.66 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $204k | -23% | 6.3k | 32.48 |
|
| Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.0 | $117k | NEW | 101k | 1.16 |
|
| Purecycle Technologies (PCT) | 0.0 | $99k | +2% | 16k | 6.22 |
|
| New Germany Fund (GF) | 0.0 | $91k | 11k | 8.71 |
|
|
| Brightspire Capital Com Cl A (BRSP) | 0.0 | $81k | 12k | 6.89 |
|
Past Filings by Acorn Financial Advisory Services
SEC 13F filings are viewable for Acorn Financial Advisory Services going back to 2019
- Acorn Financial Advisory Services 2024 Q1 filed May 8, 2024
- Acorn Financial Advisory Services 2023 Q4 filed Jan. 17, 2024
- Acorn Financial Advisory Services 2023 Q3 filed Oct. 10, 2023
- Acorn Financial Advisory Services 2023 Q2 filed July 20, 2023
- Acorn Financial Advisory Services 2023 Q1 filed April 26, 2023
- Acorn Financial Advisory Services 2022 Q4 filed Jan. 20, 2023
- Acorn Financial Advisory Services 2022 Q3 filed Oct. 12, 2022
- Acorn Financial Advisory Services 2022 Q2 filed July 12, 2022
- Acorn Financial Advisory Services 2022 Q1 filed April 18, 2022
- Acorn Financial Advisory Services 2021 Q4 filed Jan. 31, 2022
- Acorn Financial Advisory Services 2021 Q3 filed Nov. 15, 2021
- Acorn Financial Advisory Services 2021 Q2 filed July 23, 2021
- Acorn Financial Advisory Services 2021 Q1 filed April 12, 2021
- Acorn Financial Advisory Services 2020 Q4 filed Jan. 25, 2021
- Acorn Financial Advisory Services 2020 Q3 filed Oct. 15, 2020
- Acorn Financial Advisory Services 2020 Q2 filed July 10, 2020