Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Acorn Wealth Advisors LLC
  City: Grand Blanc
  State: MI
  Zip: 48439
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $191,589,000
  Total Value Change : $22,876,000
  Securities Held Change : 16
   
All Securities Held : 202
  New Positions : 17
  Closed Positions : 1
  Increased Positions : 91
  Unchanged Positions : 22
  Decreased Positions : 72

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFGP)1 Year Chart         DFGP Dimensional Global Core Plu... 34 New $0.00 $1,412,000 26,448 0.74% 1,412,000 26,448 0.294    N/A
   (MBSF)1 Year Chart         MBSF Regan Floating Rate MBS ETF New $0.00 $425,000 16,825 0.22% 425,000 16,825 0.872    N/A
   (DMAR)1 Year Chart         DMAR Ft Cboe Vest Us Equity Deep... 96 New $0.00 $424,000 12,148 0.22% 424,000 12,148 0    N/A
   (RDVI)1 Year Chart         RDVI Ft Cboe Vest Rising Dividen... 102 New $0.00 $402,000 16,421 0.21% 402,000 16,421 0.018    N/A
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 147 New $179.56 $285,000 1,416 0.15% 285,000 1,416 0    Oil & Gas Refining, P...
   (HYEM)1 Year Chart         HYEM Vaneck Vectors Emerging Mar... 150 New $19.02 $280,000 14,698 0.15% 280,000 14,698 0.026    N/A
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... 173 New $25.52 $240,000 9,345 0.13% 240,000 9,345 0.004    N/A
   (FR)1 Year Chart         FR First Industrial Realty Tru... 175 New $47.72 $235,000 4,471 0.12% 235,000 4,471 0    REIT - Industrial
   (VPLS)1 Year Chart         VPLS Vanguard Core Plus Bond ETF 176 New $0.00 $230,000 2,994 0.12% 230,000 2,994 0.033    N/A
   (TGT)1 Year Chart         TGT Target Corp 180 New $163.13 $224,000 1,263 0.12% 224,000 1,263 0.001    Discount, Variety Stores
   (MKC)1 Year Chart         MKC McCormick & Co Inc 182 New $76.15 $222,000 2,896 0.12% 222,000 2,896 0.001    Processed & Packaged ...
   (FLTR)1 Year Chart         FLTR Vaneck Vectors Investment G... 185 New $25.43 $221,000 8,670 0.12% 221,000 8,670 0    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 186 New $128.42 $218,000 1,700 0.11% 218,000 1,700 0    Drug Manufacturers - ...
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 187 New $133.97 $217,000 1,608 0.11% 217,000 1,608 0.001    Closed - End Fund - E...
   (ABT)1 Year Chart         ABT Abbott Laboratories 188 New $104.74 $216,000 1,899 0.11% 216,000 1,899 0    Drug Manufacturers - ...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 189 New $119.87 $214,000 1,771 0.11% 214,000 1,771 0.001    Closed - End Fund - Debt
   (EQR)1 Year Chart         EQR Equity Residential 193 New $66.80 $204,000 3,228 0.11% 204,000 3,228 0.001    REIT - Housing/Apartm...

      17 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results