Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, AGG, VUG, VEA, and represent 41.67% of Acorn Financial Advisory Services's stock portfolio.
Added to shares of these 10 stocks: MSTR (+$11M), XBIL (+$5.5M), BILS, AGG, BRK.B, SPTS, OGN, QQQ, UNH, PGR.
Started 13 new stock positions in SBUX, WBA, XLP, CGDV, Grayscale Bitcoin Mini Trust BTC, BWMN, NKE, OGN, VHT, LDOS. NOC, PGR, IQV.
Reduced shares in these 10 stocks: AAPL (-$7.1M), TBIL, IBIT, VUG, , DKNG, PSTG, , SPY, SPLG.
Sold out of its positions in COIN, DLTR, DNA, INTC, IEMG, LLY, NEE, DIA, TSM.
Acorn Financial Advisory Services was a net buyer of stock by $8.6M.
Acorn Financial Advisory Services has $565M in assets under management (AUM), dropping by 5.37%.
Central Index Key (CIK): 0001018561

Tip: Access up to 7 years of quarterly data

Positions held by Acorn Financial Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Acorn Financial Advisory Services

Acorn Financial Advisory Services holds 207 positions in its portfolio as reported in the September 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)	13.0	$73M		139k	527.67	View chart
RBB Us Trsry 6 Mnth (XBIL)	8.3	$47M	+13%	929k	50.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.0	$39M	+4%	389k	101.27	View chart
Vanguard Index Fds Growth Etf (VUG)	6.9	$39M		102k	383.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.6	$37M		701k	52.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.4	$36M		153k	237.21	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	5.0	$28M	+3%	956k	29.41	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.7	$27M		279k	95.95	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.2	$18M		190k	95.15	View chart
Apple (AAPL)	2.9	$16M	-30%	71k	233.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$14M	+4%	29k	488.07	View chart
Microstrategy Cl A New (MSTR)	2.0	$12M	+1116%	68k	168.60	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.7	$9.5M	-3%	141k	67.51	View chart
Microsoft Corporation (MSFT)	1.0	$5.6M		13k	430.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$5.4M		21k	263.82	View chart
RBB Us Treasry 12 Mt (OBIL)	0.9	$4.8M		96k	50.27	View chart
Meta Platforms Cl A (META)	0.7	$4.2M		7.3k	572.48	View chart
First Tr Value Line Divid In SHS (FVD)	0.7	$3.9M	-2%	86k	45.49	View chart
Lockheed Martin Corporation (LMT)	0.7	$3.8M		6.5k	584.59	View chart
NVIDIA Corporation (NVDA)	0.6	$3.6M	-6%	30k	121.44	View chart
Amazon (AMZN)	0.6	$3.6M	-4%	19k	186.33	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.6	$3.4M	+108%	34k	99.58	View chart
Marriott Intl Cl A (MAR)	0.5	$3.1M		12k	248.60	View chart
Cion Invt Corp (CION)	0.5	$3.0M		253k	11.90	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$2.9M	-2%	69k	41.28	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.6M		23k	117.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.4M	-11%	4.2k	573.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.4M	-4%	15k	165.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.4M	+130%	5.2k	460.26	View chart
Shopify Cl A (SHOP)	0.4	$2.2M	-7%	27k	80.14	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$2.1M	-2%	11k	200.79	View chart
Tesla Motors (TSLA)	0.4	$2.1M	-4%	8.0k	261.63	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$1.9M		11k	181.99	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.8M		48k	37.20	View chart
American Tower Reit (AMT)	0.3	$1.7M		7.4k	232.55	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.7M	-3%	6.3k	267.39	View chart
Regeneron Pharmaceuticals (REGN)	0.3	$1.7M		1.6k	1051.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.7M	-2%	2.9k	576.88	View chart
Penn National Gaming (PENN)	0.3	$1.7M	-2%	88k	18.86	View chart
salesforce (CRM)	0.3	$1.6M		6.0k	273.70	View chart
BorgWarner (BWA)	0.3	$1.6M		43k	36.29	View chart
Boot Barn Hldgs (BOOT)	0.3	$1.6M	-2%	9.3k	167.28	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.3	$1.5M		46k	32.14	View chart
Draftkings Com Cl A (DKNG)	0.3	$1.5M	-21%	37k	39.20	View chart
Crown Castle Intl (CCI)	0.3	$1.4M		12k	118.63	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.3	$1.4M	+5%	18k	79.46	View chart
Arcos Dorados Holdings Shs Class -a - (ARCO)	0.2	$1.4M		156k	8.72	View chart
Infinera (INFN)	0.2	$1.4M	-2%	201k	6.75	View chart
Under Armour Cl A (UAA)	0.2	$1.3M		151k	8.91	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.3M	-46%	36k	36.13	View chart
Merck & Co (MRK)	0.2	$1.3M		11k	113.56	View chart
Cerence (CRNC)	0.2	$1.2M	-2%	380k	3.15	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$1.2M	+7%	14k	86.82	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.2M		4.4k	263.29	View chart
Collegium Pharmaceutical Inc Common Stock Usd (COLL)	0.2	$1.2M	-2%	30k	38.64	View chart
Palo Alto Networks (PANW)	0.2	$1.2M	-2%	3.4k	341.82	View chart
Rapid7 (RPD)	0.2	$1.1M	-2%	29k	39.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.1M		4.0k	283.16	View chart
EXACT Sciences Corporation (EXAS)	0.2	$1.1M	-2%	17k	68.12	View chart
Globus Med Cl A (GMED)	0.2	$1.1M	-2%	16k	71.54	View chart
Papa John's Int'l (PZZA)	0.2	$1.1M		21k	53.87	View chart
Sofi Technologies (SOFI)	0.2	$1.1M	-10%	141k	7.86	View chart
Ge Aerospace Com New (GE)	0.2	$1.1M	-7%	5.9k	188.58	View chart
Tripadvisor (TRIP)	0.2	$1.1M	-2%	75k	14.49	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$999k		4.4k	225.76	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$976k	+3%	16k	62.69	View chart
Dex (DXCM)	0.2	$965k	+14%	14k	67.04	View chart
Appian Corp Cl A (APPN)	0.2	$937k	-13%	28k	34.14	View chart
Asana Cl A (ASAN)	0.2	$919k	-2%	79k	11.59	View chart
Docusign (DOCU)	0.2	$917k	-13%	15k	62.09	View chart
RBB Us Treasr 10 Yr (UTEN)	0.2	$894k	+12%	20k	45.45	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$870k		12k	73.42	View chart
Dominion Resources (D)	0.2	$848k		15k	57.79	View chart
Air Products & Chemicals (APD)	0.1	$780k		2.6k	297.71	View chart
Servicenow (NOW)	0.1	$767k		858.00	894.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$756k	-17%	3.4k	220.91	View chart
Organon & Co Common Stock (OGN)	0.1	$743k	NEW	39k	19.13	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$723k		4.1k	174.49	View chart
Verizon Communications (VZ)	0.1	$704k	-12%	16k	44.91	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$704k		6.9k	101.33	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$704k	-8%	19k	37.56	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$691k		1.00	691180.00	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$645k	-2%	9.8k	65.83	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$642k		10k	62.20	View chart
Bank of America Corporation (BAC)	0.1	$636k		16k	39.68	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$622k	-3%	6.8k	91.81	View chart
Visa Com Cl A (V)	0.1	$617k	+3%	2.2k	274.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$604k	-18%	13k	44.94	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$603k		1.9k	321.91	View chart
Nutanix Cl A (NTNX)	0.1	$595k	-32%	10k	59.25	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$590k	+28%	13k	47.12	View chart
Shenandoah Telecommunications Company (SHEN)	0.1	$588k		42k	14.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$585k	+9%	14k	41.12	View chart
Coca-Cola Company (KO)	0.1	$579k	-9%	8.1k	71.86	View chart
Block Cl A (SQ)	0.1	$579k	-21%	8.6k	67.13	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$560k	-6%	3.6k	154.02	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$560k		23k	24.05	View chart
DaVita (DVA)	0.1	$557k	-23%	3.4k	163.92	View chart
UnitedHealth (UNH)	0.1	$547k	+92%	935.00	584.97	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$545k	-6%	15k	37.71	View chart
International Business Machines (IBM)	0.1	$536k		2.4k	221.11	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$534k		16k	33.71	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$534k	-2%	15k	35.42	View chart
Home Depot (HD)	0.1	$530k	-10%	1.3k	405.20	View chart
Citigroup Com New (C)	0.1	$527k		8.4k	62.60	View chart
Cardlytics (CDLX)	0.1	$526k	+40%	164k	3.20	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$518k	-9%	10k	50.50	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$516k	+39%	15k	34.79	View chart
Pure Storage Cl A (PSTG)	0.1	$512k	-42%	10k	50.24	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$510k	-71%	10k	50.04	View chart
Zions Bancorporation (ZION)	0.1	$510k		11k	47.22	View chart
Advanced Micro Devices (AMD)	0.1	$496k	-14%	3.0k	164.08	View chart
Goldman Sachs (GS)	0.1	$491k	-3%	992.00	495.32	View chart
Tree (TREE)	0.1	$479k	-29%	8.2k	58.03	View chart
Oracle Corporation (ORCL)	0.1	$471k		2.8k	170.42	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$468k		1.3k	353.48	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$463k		8.9k	51.82	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.1	$460k	+9%	9.1k	50.44	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$459k	-12%	4.1k	112.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$452k	-2%	7.2k	62.32	View chart
MercadoLibre (MELI)	0.1	$449k		219.00	2047.82	View chart
McDonald's Corporation (MCD)	0.1	$440k	+12%	1.4k	304.54	View chart
Walt Disney Company (DIS)	0.1	$431k	-7%	4.5k	96.19	View chart
JPMorgan Chase & Co. (JPM)	0.1	$427k		2.0k	210.86	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$426k		2.1k	200.41	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$420k		66k	6.35	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$413k		9.9k	41.69	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$410k	+14%	5.2k	78.69	View chart
Bank Ozk (OZK)	0.1	$407k		9.5k	42.99	View chart
Ge Vernova (GEV)	0.1	$400k		1.6k	254.98	View chart
Procter & Gamble Company (PG)	0.1	$395k	-3%	2.3k	173.21	View chart
Workday Cl A (WDAY)	0.1	$388k		1.6k	244.37	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$384k		3.5k	108.63	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$380k		2.6k	145.60	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$375k	-14%	4.2k	89.36	View chart
Duke Energy Corp Com New (DUK)	0.1	$374k		3.2k	115.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$370k		14k	26.67	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$368k		5.8k	63.86	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$368k		2.7k	135.43	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$364k		20k	18.48	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$356k		6.4k	55.63	View chart
Akamai Technologies (AKAM)	0.1	$355k		3.5k	100.96	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$353k	-2%	7.4k	47.53	View chart
Ye Cl A (YELP)	0.1	$349k	-23%	9.9k	35.08	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.1	$347k	+11%	1.8k	197.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$347k	+29%	2.0k	174.61	View chart
Wal-Mart Stores (WMT)	0.1	$346k	-2%	4.3k	80.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$346k	-7%	3.6k	95.76	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$345k	-6%	3.4k	102.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$337k		2.9k	116.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$334k	-5%	7.6k	43.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$328k	-2%	560.00	586.41	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$328k	+7%	5.6k	58.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$318k		3.8k	84.54	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$318k	-2%	1.7k	191.33	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$315k		13k	25.09	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$312k	+13%	4.2k	75.11	View chart
Winnebago Industries (WGO)	0.1	$312k		5.4k	58.11	View chart
Qualys (QLYS)	0.1	$311k		2.4k	128.44	View chart
Mastercard Incorporated Cl A (MA)	0.1	$311k	-4%	629.00	493.91	View chart
Phinia Common Stock (PHIN)	0.1	$303k		6.6k	46.03	View chart
Johnson & Johnson (JNJ)	0.1	$303k	-4%	1.9k	162.08	View chart
Abercrombie & Fitch Cl A (ANF)	0.1	$298k		2.1k	139.92	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.1	$290k		3.1k	93.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$287k		3.6k	79.42	View chart
At&t (T)	0.1	$283k	-6%	13k	22.00	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$280k		15k	18.10	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$279k	+2%	2.5k	110.41	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$277k		3.4k	80.77	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$269k		5.9k	45.86	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$264k	+9%	11k	23.69	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$263k		1.5k	179.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$255k		679.00	375.38	View chart
Broadcom (AVGO)	0.0	$249k	+947%	1.4k	172.49	View chart
McKesson Corporation (MCK)	0.0	$248k		502.00	494.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$245k		1.2k	198.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$244k	-2%	1.5k	167.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$242k		1.4k	179.16	View chart
Chevron Corporation (CVX)	0.0	$240k	-3%	1.6k	147.31	View chart
Booking Holdings (BKNG)	0.0	$237k		56.00	4238.38	View chart
Polaris Industries (PII)	0.0	$237k		2.9k	83.23	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$236k	-14%	5.2k	45.51	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$236k	-5%	749.00	314.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.0	$235k	-23%	6.3k	37.34	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$234k		5.2k	44.71	View chart
Progressive Corporation (PGR)	0.0	$231k	NEW	911.00	253.75	View chart
Leidos Holdings (LDOS)	0.0	$228k	NEW	1.4k	163.00	View chart
Nike CL B (NKE)	0.0	$225k	NEW	2.5k	88.41	View chart
Iqvia Holdings (IQV)	0.0	$224k	NEW	945.00	236.97	View chart
Occidental Petroleum Corporation (OXY)	0.0	$221k		4.3k	51.54	View chart
Bowman Consulting Group (BWMN)	0.0	$217k	NEW	9.0k	24.08	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$216k	NEW	5.9k	36.44	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$216k		6.3k	34.13	View chart
Starbucks Corporation (SBUX)	0.0	$211k	NEW	2.2k	97.47	View chart
Northrop Grumman Corporation (NOC)	0.0	$207k	NEW	391.00	528.07	View chart
Fs Kkr Capital Corp (FSK)	0.0	$204k	-13%	10k	19.73	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$204k	NEW	2.5k	83.00	View chart
Uber Technologies (UBER)	0.0	$203k	-34%	2.7k	75.16	View chart
Pfizer (PFE)	0.0	$203k	-7%	7.0k	28.94	View chart
Vanguard World Health Car Etf (VHT)	0.0	$201k	NEW	712.00	282.20	View chart
Albertsons Cos Common Stock (ACI)	0.0	$192k		10k	18.48	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$167k		15k	11.22	View chart
Grayscale Bitcoin Mini Tr Bt SHS	0.0	$160k	NEW	29k	5.63	View chart
Purecycle Technologies (PCT)	0.0	$151k		16k	9.50	View chart
New Germany Fund (GF)	0.0	$93k		11k	8.93	View chart
Walgreen Boots Alliance (WBA)	0.0	$93k	NEW	10k	8.96	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$65k		12k	5.60	View chart

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 Q3 filed Nov. 1, 2024
Acorn Financial Advisory Services 2024 Q2 filed Aug. 1, 2024
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z