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Name: |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
City: |
Reston |
State: |
VA |
Zip: |
20191 |
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Holdings
Found :
18 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
IBIT |
iShares Bitcoin Trust |
18 |
New |
$37.15 |
$4,138,000 |
102,253 |
0.78% |
4,138,000 |
102,253 |
1.136 |
N/A |
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GBTC |
Grayscale Bitcoin |
83 |
New |
$0.00 |
$714,000 |
11,306 |
0.13% |
714,000 |
11,306 |
0.002 |
N/A |
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FTEC |
Fidelity Msci Information T... |
107 |
New |
$158.83 |
$507,000 |
3,252 |
0.1% |
507,000 |
3,252 |
0.007 |
N/A |
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TBIL |
Us Treasury 3 Month Bill Etf |
118 |
New |
$0.00 |
$446,000 |
8,905 |
0.08% |
446,000 |
8,905 |
0.01 |
N/A |
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MUB |
iShares S&P National Munici... |
130 |
New |
$107.00 |
$381,000 |
3,539 |
0.07% |
381,000 |
3,539 |
0 |
Closed - End Fund - E... |
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XLY |
SPDR cnsmr discr sel sect |
148 |
New |
$177.79 |
$325,000 |
1,768 |
0.06% |
325,000 |
1,768 |
0 |
Closed - End Fund - E... |
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XLI |
SPDR Industrial Sector |
160 |
New |
$125.19 |
$296,000 |
2,352 |
0.06% |
296,000 |
2,352 |
0 |
Closed - End Fund - E... |
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COIN |
Coinbase Global, Inc. |
164 |
New |
$199.17 |
$284,000 |
1,070 |
0.05% |
284,000 |
1,070 |
0.001 |
N/A |
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FNCL |
Fidelity MSCI Financials INDEX |
171 |
New |
$59.40 |
$268,000 |
4,509 |
0.05% |
268,000 |
4,509 |
0.022 |
N/A |
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PHIN |
Phinia Inc. |
174 |
New |
$44.41 |
$262,000 |
6,809 |
0.05% |
262,000 |
6,809 |
0.014 |
N/A |
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IWB |
ishares trust Russell 1000 |
186 |
New |
$290.40 |
$228,000 |
793 |
0.04% |
228,000 |
793 |
0 |
Closed - End Fund - E... |
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LLY |
Eli Lilly & Co |
185 |
New |
$771.12 |
$228,000 |
293 |
0.04% |
228,000 |
293 |
0.001 |
Drug Manufacturers - ... |
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VIG |
Vanguard Dividend Appreciat... |
190 |
New |
$183.63 |
$224,000 |
1,227 |
0.04% |
224,000 |
1,227 |
0 |
Closed - End Fund - Debt |
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PXD |
Pioneer Natural Resources Co |
194 |
New |
$275.32 |
$219,000 |
833 |
0.04% |
219,000 |
833 |
0 |
Independent Oil & Gas |
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BKNG |
Booking Holdings Inc |
197 |
New |
$3,735.01 |
$207,000 |
57 |
0.04% |
207,000 |
57 |
0 |
Internet Software & S... |
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VLO |
Valero Energy Corp |
199 |
New |
$158.50 |
$207,000 |
1,210 |
0.04% |
207,000 |
1,210 |
0 |
Oil & Gas Refining, P... |
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VWO |
Vanguard Emerging Markets S... |
198 |
New |
$44.57 |
$207,000 |
4,947 |
0.04% |
207,000 |
4,947 |
0 |
Closed - End Fund - E... |
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DNA |
Ginkgo Bioworks Holdings, Inc |
202 |
New |
$0.84 |
$117,000 |
100,896 |
0.02% |
117,000 |
100,896 |
0.008 |
N/A |
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