Acorn Financial Advisory Services

Latest statistics and disclosures from Acorn Financial Advisory Services's latest quarterly 13F-HR filing:

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Acorn Financial Advisory Services

Acorn Financial Advisory Services holds 242 positions in its portfolio as reported in the December 2023 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) 11.4 $65M -4% 149k 436.79
 View chart
Vanguard Index Fds Growth Etf (VUG) 7.0 $40M -5% 128k 310.32
 View chart
Vanguard Index Fds Small Cp Etf (VB) 6.7 $38M -3% 180k 212.66
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.6 $37M -33% 782k 47.87
 View chart
RBB Us Trsry 6 Mnth (XBIL) 6.4 $37M +20% 735k 49.97
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.8 $27M 306k 89.76
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 4.1 $23M +33% 234k 99.25
 View chart
Apple (AAPL) 4.0 $23M 120k 191.11
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 3.5 $20M 248k 81.31
 View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 3.5 $20M +17% 684k 29.05
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $13M -10% 32k 407.08
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.6 $9.0M -20% 161k 55.87
 View chart
Microsoft Corporation (MSFT) 1.1 $6.0M -11% 16k 374.25
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $5.7M -19% 25k 231.55
 View chart
Amazon (AMZN) 0.8 $4.8M -7% 32k 151.21
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $4.1M -16% 117k 35.26
 View chart
First Tr Value Line Divid In SHS (FVD) 0.7 $3.8M -19% 93k 40.55
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.5M -13% 7.3k 475.14
 View chart
Meta Platforms Cl A (META) 0.6 $3.4M -13% 9.6k 353.91
 View chart
Cion Invt Corp (CION) 0.5 $3.0M -7% 262k 11.31
 View chart
Marriott Intl Cl A (MAR) 0.5 $2.8M -24% 12k 225.51
 View chart
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $2.7M -23% 58k 47.41
 View chart
Shopify Cl A Call Option (SHOP) 0.5 $2.7M -46% 35k 77.90
 View chart
Microstrategy Cl A New (MSTR) 0.5 $2.6M -29% 4.2k 631.62
 View chart
NVIDIA Corporation (NVDA) 0.4 $2.5M -25% 5.1k 495.08
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $2.5M -29% 41k 60.72
 View chart
Lockheed Martin Corporation (LMT) 0.4 $2.5M 5.5k 453.27
 View chart
General Dynamics Corporation (GD) 0.4 $2.4M 9.6k 253.91
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $2.4M -2% 31k 75.66
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.4M -49% 17k 139.60
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.3M -7% 9.8k 234.89
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $2.2M +2% 13k 179.65
 View chart
Exxon Mobil Corporation (XOM) 0.4 $2.2M 22k 100.10
 View chart
Ishares Tr Residential Mult (REZ) 0.4 $2.2M -10% 30k 72.21
 View chart
Arcos Dorados Holdings Shs Class -a - (ARCO) 0.4 $2.2M -13% 170k 12.69
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.4 $2.1M -3% 7.9k 268.93
 View chart
salesforce (CRM) 0.4 $2.1M -19% 8.1k 263.10
 View chart
Palo Alto Networks (PANW) 0.4 $2.1M -8% 7.2k 291.27
 View chart
Tesla Motors (TSLA) 0.4 $2.0M -5% 8.2k 247.72
 View chart
American Centy Etf Tr International Lr (AVIV) 0.4 $2.0M -6% 39k 51.02
 View chart
Vanguard Index Fds Value Etf (VTV) 0.3 $2.0M -8% 13k 149.60
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.0M -7% 10k 196.31
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.9M +10% 4.0k 477.19
 View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.3 $1.9M 38k 49.02
 View chart
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.3 $1.8M +3% 39k 47.50
 View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $1.8M -19% 25k 73.06
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $1.8M 11k 163.07
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.8M -24% 16k 111.84
 View chart
stock (SPLK) 0.3 $1.8M -2% 12k 152.35
 View chart
Draftkings Com Cl A (DKNG) 0.3 $1.7M 49k 35.25
 View chart
American Tower Reit (AMT) 0.3 $1.7M 7.8k 215.88
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.6M -6% 6.8k 241.78
 View chart
Sofi Technologies (SOFI) 0.3 $1.6M -66% 160k 9.95
 View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $1.5M -18% 19k 82.76
 View chart
Penn National Gaming (PENN) 0.3 $1.5M +31% 57k 26.02
 View chart
Dex (DXCM) 0.3 $1.5M -2% 12k 124.09
 View chart
Under Armour Cl A (UAA) 0.3 $1.5M 168k 8.79
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.4M -9% 32k 45.66
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.4M -6% 8.3k 173.78
 View chart
Collegium Pharmaceutical Inc Common Stock Usd (COLL) 0.3 $1.4M -2% 47k 30.78
 View chart
Regeneron Pharmaceuticals (REGN) 0.2 $1.4M 1.6k 878.29
 View chart
Crown Castle Intl (CCI) 0.2 $1.4M 12k 115.19
 View chart
Tripadvisor (TRIP) 0.2 $1.4M +8% 64k 21.53
 View chart
Nutanix Cl A (NTNX) 0.2 $1.4M -18% 29k 47.69
 View chart
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $1.3M -14% 45k 29.71
 View chart
RBB Us Treasry 12 Mt (OBIL) 0.2 $1.3M NEW 27k 49.94
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.3M +17% 37k 36.51
 View chart
Rapid7 (RPD) 0.2 $1.3M -2% 23k 57.10
 View chart
BorgWarner (BWA) 0.2 $1.3M 36k 35.85
 View chart
Merck & Co (MRK) 0.2 $1.3M +2% 12k 109.24
 View chart
Appian Corp Cl A (APPN) 0.2 $1.2M +12% 33k 37.66
 View chart
Papa John's Int'l (PZZA) 0.2 $1.2M 16k 76.23
 View chart
Pacer Fds Tr Data And Infrast (SRVR) 0.2 $1.2M +49% 40k 29.74
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.2M -11% 22k 54.68
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $1.2M -9% 34k 34.06
 View chart
EXACT Sciences Corporation (EXAS) 0.2 $1.2M -2% 16k 73.98
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.2M +7% 3.2k 359.02
 View chart
Home Depot (HD) 0.2 $1.1M 3.3k 346.27
 View chart
Cardlytics (CDLX) 0.2 $1.1M -13% 123k 9.21
 View chart
Pure Storage Cl A (PSTG) 0.2 $1.1M -2% 31k 35.66
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.1M -8% 21k 52.03
 View chart
Docusign (DOCU) 0.2 $1.1M +4% 18k 59.45
 View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $1.1M 13k 81.10
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.1M -4% 19k 57.16
 View chart
Cerence (CRNC) 0.2 $1.1M +32% 54k 19.66
 View chart
Infinera (INFN) 0.2 $1.1M -2% 222k 4.75
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.0M -10% 4.7k 218.13
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $1.0M -5% 20k 51.03
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.0M -6% 13k 77.20
 View chart
Asana Cl A (ASAN) 0.2 $1.0M +10% 53k 19.01
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $978k -6% 13k 76.77
 View chart
Block Cl A (SQ) 0.2 $950k -38% 12k 77.31
 View chart
General Electric Com New (GE) 0.2 $947k 7.4k 127.57
 View chart
Shenandoah Telecommunications Company (SHEN) 0.2 $934k 43k 21.61
 View chart
Globus Med Cl A (GMED) 0.2 $927k -2% 17k 53.29
 View chart
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $920k -40% 14k 66.47
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $908k 9.2k 98.57
 View chart
Boot Barn Hldgs (BOOT) 0.2 $888k -2% 12k 76.76
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $871k -2% 26k 34.01
 View chart
Select Sector Spdr Tr Technology (XLK) 0.2 $868k -2% 4.5k 192.50
 View chart
Palantir Technologies Cl A (PLTR) 0.2 $868k -4% 51k 17.17
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.2 $860k 16k 53.82
 View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $823k -9% 13k 61.69
 View chart
Verizon Communications (VZ) 0.1 $818k -3% 22k 37.98
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $796k -14% 20k 39.72
 View chart
Air Products & Chemicals (APD) 0.1 $782k 2.9k 273.85
 View chart
Dominion Resources (D) 0.1 $774k -3% 16k 47.18
 View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $711k -33% 32k 22.44
 View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.1 $686k -8% 17k 40.24
 View chart
Servicenow (NOW) 0.1 $673k 953.00 705.82
 View chart
Coca-Cola Company (KO) 0.1 $657k 11k 58.95
 View chart
Toronto Dominion Bk Ont Com New (TD) 0.1 $630k 9.8k 64.62
 View chart
RBB Us Treasr 10 Yr (UTEN) 0.1 $627k NEW 14k 45.08
 View chart
Advanced Micro Devices (AMD) 0.1 $623k -49% 4.3k 146.11
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $623k -5% 26k 24.42
 View chart
Johnson & Johnson (JNJ) 0.1 $611k -2% 3.9k 157.25
 View chart
Rivian Automotive Com Cl A (RIVN) 0.1 $605k -64% 26k 23.46
 View chart
Ishares Tr Esg Scrnd S&p500 (XVV) 0.1 $599k NEW 17k 36.39
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $594k -5% 5.5k 108.91
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $587k -10% 8.4k 69.85
 View chart
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $584k -19% 18k 32.83
 View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $567k +4% 9.8k 57.76
 View chart
McDonald's Corporation (MCD) 0.1 $566k 1.9k 293.87
 View chart
Phillips Edison & Co Common Stock (PECO) 0.1 $563k 15k 36.48
 View chart
Bank of America Corporation (BAC) 0.1 $561k 17k 33.67
 View chart
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $559k 11k 51.83
 View chart
Ye Cl A (YELP) 0.1 $553k 12k 47.34
 View chart
Visa Com Cl A (V) 0.1 $553k 2.1k 260.25
 View chart
Procter & Gamble Company (PG) 0.1 $548k 3.7k 146.59
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $543k 1.00 542625.00
 View chart
Abercrombie & Fitch Cl A (ANF) 0.1 $538k -35% 6.1k 88.21
 View chart
Ishares Tr Select Divid Etf (DVY) 0.1 $538k -10% 4.6k 118.02
 View chart
Qualys (QLYS) 0.1 $528k 2.7k 196.24
 View chart
Ishares Tr Core Intl Aggr (IAGG) 0.1 $522k +12% 11k 49.80
 View chart
DaVita (DVA) 0.1 $514k 4.9k 104.75
 View chart
Zions Bancorporation (ZION) 0.1 $513k 12k 43.87
 View chart
International Business Machines (IBM) 0.1 $508k 3.1k 163.56
 View chart
Bank Ozk (OZK) 0.1 $508k 10k 49.83
 View chart
Ark Etf Tr Innovation Etf (ARKK) 0.1 $506k -3% 9.7k 52.29
 View chart
Wal-Mart Stores (WMT) 0.1 $505k 3.2k 157.60
 View chart
Walt Disney Company (DIS) 0.1 $487k -8% 5.4k 90.37
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.1 $486k -2% 1.9k 259.54
 View chart
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $484k 15k 31.51
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $483k -3% 1.8k 274.44
 View chart
At&t (T) 0.1 $469k 28k 16.88
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $467k 5.0k 93.81
 View chart
Raytheon Technologies Corp (RTX) 0.1 $466k -30% 5.5k 85.19
 View chart
Citigroup Com New (C) 0.1 $464k 9.0k 51.45
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $462k -56% 1.3k 350.82
 View chart
Akamai Technologies (AKAM) 0.1 $462k 3.9k 118.35
 View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $461k 11k 42.17
 View chart
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $454k NEW 8.7k 52.34
 View chart
Lowe's Companies (LOW) 0.1 $449k 2.0k 222.53
 View chart
Workday Cl A (WDAY) 0.1 $446k 1.6k 276.02
 View chart
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $441k 22k 20.39
 View chart
Goldman Sachs (GS) 0.1 $437k 1.1k 385.73
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $433k 6.0k 72.02
 View chart
Winnebago Industries (WGO) 0.1 $427k 5.9k 72.88
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $424k +13% 2.5k 170.33
 View chart
Southern Company (SO) 0.1 $421k -9% 6.0k 70.49
 View chart
Nextera Energy (NEE) 0.1 $415k 6.8k 60.75
 View chart
Duke Energy Corp Com New (DUK) 0.1 $411k -2% 4.2k 97.10
 View chart
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $410k -7% 9.8k 41.79
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $408k -11% 5.3k 76.19
 View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $404k NEW 8.1k 50.20
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $398k 2.9k 137.25
 View chart
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $395k 70k 5.67
 View chart
Tree (TREE) 0.1 $395k 13k 30.32
 View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $395k 16k 24.48
 View chart
MercadoLibre (MELI) 0.1 $392k 250.00 1568.22
 View chart
Intel Corporation (INTC) 0.1 $391k 7.8k 50.06
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $387k NEW 3.7k 104.93
 View chart
Caterpillar (CAT) 0.1 $382k 1.3k 294.95
 View chart
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $382k 21k 18.54
 View chart
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $381k +42% 6.9k 55.28
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $368k 9.9k 37.22
 View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest 100 (QDEC) 0.1 $368k -2% 16k 23.66
 View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.1 $367k 15k 24.99
 View chart
Ishares Tr Core Total Usd (IUSB) 0.1 $364k -12% 7.9k 46.07
 View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $363k -3% 2.1k 175.51
 View chart
Oracle Corporation (ORCL) 0.1 $355k 3.4k 105.16
 View chart
Ishares Tr Ishares Biotech (IBB) 0.1 $355k 2.6k 135.88
 View chart
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.1 $354k -2% 9.1k 38.99
 View chart
Dollar Tree (DLTR) 0.1 $352k 2.5k 142.04
 View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.1 $351k -94% 3.5k 99.13
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $346k 919.00 376.91
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $340k -16% 3.6k 94.72
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $334k 6.4k 52.33
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $329k 3.6k 91.40
 View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR) 0.1 $325k -10% 9.6k 33.85
 View chart
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $323k -44% 11k 28.23
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.1 $319k -17% 2.3k 139.20
 View chart
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $315k 3.6k 87.68
 View chart
Chevron Corporation (CVX) 0.1 $307k +23% 2.1k 149.46
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $305k -2% 2.9k 106.46
 View chart
Nike CL B (NKE) 0.1 $303k 2.8k 108.59
 View chart
Ishares Core Msci Emkt (IEMG) 0.1 $300k NEW 5.9k 50.58
 View chart
Proshares Tr Bitcoin Strate (BITO) 0.1 $298k 15k 20.49
 View chart
Polaris Industries (PII) 0.1 $294k 3.1k 94.78
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $293k -2% 686.00 426.51
 View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $291k 5.7k 51.39
 View chart
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $286k -12% 1.8k 163.42
 View chart
Ishares Tr Esg Aware Msci (ESML) 0.0 $277k 7.3k 38.01
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $276k -4% 1.9k 146.71
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $275k NEW 1.7k 157.39
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $271k 3.5k 77.28
 View chart
Ishares Tr Agency Bond Etf (AGZ) 0.0 $269k -6% 2.5k 108.43
 View chart
Pepsi (PEP) 0.0 $265k -14% 1.6k 169.78
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $265k -72% 547.00 484.24
 View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $261k 8.2k 31.76
 View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $260k NEW 15k 16.86
 View chart
Pfizer (PFE) 0.0 $255k 8.9k 28.81
 View chart
Occidental Petroleum Corporation (OXY) 0.0 $255k 4.3k 59.71
 View chart
Fs Kkr Capital Corp (FSK) 0.0 $254k +3% 13k 20.01
 View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.0 $253k 14k 18.79
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $252k -5% 4.0k 63.50
 View chart
CVS Caremark Corporation (CVS) 0.0 $251k +3% 3.2k 78.96
 View chart
Uber Technologies (UBER) 0.0 $250k -64% 4.1k 61.57
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.0 $250k -4% 7.8k 32.06
 View chart
UnitedHealth (UNH) 0.0 $241k 457.00 527.06
 View chart
Northrop Grumman Corporation (NOC) 0.0 $240k 513.00 468.70
 View chart
Albertsons Cos Common Stock (ACI) 0.0 $240k 10k 23.00
 View chart
Cisco Systems (CSCO) 0.0 $239k -19% 4.7k 50.52
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $238k -4% 785.00 303.16
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $235k 3.2k 73.56
 View chart
McKesson Corporation (MCK) 0.0 $232k 502.00 462.98
 View chart
Abbott Laboratories (ABT) 0.0 $231k -38% 2.1k 110.07
 View chart
Iqvia Holdings (IQV) 0.0 $228k -3% 985.00 231.38
 View chart
Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $226k NEW 9.7k 23.38
 View chart
Emerson Electric (EMR) 0.0 $220k -10% 2.3k 97.33
 View chart
Amgen (AMGN) 0.0 $220k -2% 764.00 287.99
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $217k -32% 2.9k 74.08
 View chart
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $212k NEW 4.8k 44.02
 View chart
Schlumberger Com Stk (SLB) 0.0 $208k -3% 4.0k 52.04
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $202k -61% 2.3k 87.37
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $201k NEW 2.5k 80.75
 View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.0 $200k NEW 4.4k 45.91
 View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $134k NEW 10k 13.30
 View chart
New Germany Fund (GF) 0.0 $91k 11k 8.74
 View chart
Brightspire Capital Com Cl A (BRSP) 0.0 $87k 12k 7.44
 View chart
ZeroFox Holdings (ZFOX) 0.0 $73k -8% 84k 0.87
 View chart
Purecycle Technologies (PCT) 0.0 $63k NEW 16k 4.05
 View chart

Past Filings by Acorn Financial Advisory Services

SEC 13F filings are viewable for Acorn Financial Advisory Services going back to 2019