HoldingsChannel.com
Acorn Wealth Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 217,177 +14,589 $13,854
     USMV217,177+14,589$13,854
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 143,405 +1,600 $8,115
     SCHD143,405+1,600$8,115
INVESCO S&P 500 LOW VOLATILITY ETF (RYT)      $7,185
     S&P500 LOW VOL56,275-208$3,214
     GUG S&P500 EQ WT17,999+587$2,007
     GUG S&P500EQWTHC6,764+1,287$1,413
     RYT2,898+1,286$551
VANGUARD TOTAL BOND MARKET ETF (BND) 76,131 +5,121 $6,368
     BND76,131+5,121$6,368
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 125,001 +3,913 $6,310
     JPST125,001+3,913$6,310
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 60,613 -1,639 $4,533
     EFAV60,613-1,639$4,533
CHARLES SCHWAB US MC ETF (SCHM) 70,235 -7,986 $4,104
     SCHM70,235-7,986$4,104
DUNKIN BRANDS GROUP 47,542 UNCH $3,639
     DNKN47,542UNCH$3,639
PRSHRS S&P MDCP 400 DVD ARSTCRTS ETF (REGL) 48,983 +12,428 $2,880
     REGL48,983+12,428$2,880
INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV) 47,991 +19,803 $2,533
     XMLV47,991+19,803$2,533
BERKSHIRE HATHAWAY CLASS B      $1,999
     BRK.B9,094-261$1,999
FIRST TRUST VALUE DIVIDEND INDEX ETF (FVD) 53,676 +5,017 $1,899
     FVD53,676+5,017$1,899
VANGUARD SMALL CAP ETF (VB) 11,889 -82 $1,897
     VB11,889-82$1,897
MICROSOFT CORP 12,677 +143 $1,867
     MSFT12,677+143$1,867
PIMCO ENHANCED SHRT MATURTY ACTV ETF (MINT) 18,103 +65 $1,839
     MINT18,103+65$1,839
APPLE INC 6,122 -121 $1,619
     AAPL6,122-121$1,619
PROSHARES S&P 500 DIV ARISTOCRAT ETF (NOBL) 20,854 +1,599 $1,542
     NOBL20,854+1,599$1,542
J P MORGAN CHASE & CO 11,299 -2,148 $1,452
     JPM11,299-2,148$1,452
PROSHARES RUSSELL 2000 DVD GRWRS ETF (SMDV) 22,111 +87 $1,325
     SMDV22,111+87$1,325
SPDR S&P 500 ETF (SPY) 3,661 -59 $1,132
     SPY3,661-59$1,132
SPDR S&P DIVIDEND ETF (SDY) 9,674 +2 $1,021
     SDY9,674+2$1,021
A T & T INC 24,580 +1,988 $963
     T24,580+1,988$963
SCHWAB US BROAD MARKET ETF (SCHB) 12,793 -2,157 $946
     SCHB12,793-2,157$946
ISHARES SELECT DIVIDEND ETF (DVY) 9,017 +217 $933
     DVY9,017+217$933
FIRST TRUST ISE WATER INDEX ETF (FIW) 16,168 -705 $918
     FIW16,168-705$918
SPDR S&P MIDCAP 400 ETF (MDY) 2,466 +10 $893
     MDY2,466+10$893
VANGUARD SHORT TERM COR BD ETF (VCSH) 10,161 -518 $822
     VCSH10,161-518$822
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 24,541 -1,425 $816
     SCHF24,541-1,425$816
HOME DEPOT INC 3,311 +2 $777
     HD3,311+2$777
SCHWAB US SMALL CAP ETF (SCHA) 10,273 -2,001 $746
     SCHA10,273-2,001$746
ISHARES FLOATING RATE BOND ETF (FLOT) 14,523 -1,732 $740
     FLOT14,523-1,732$740
CSX CORP 10,163 +13 $731
     CSX10,163+13$731
VANGUARD TOTAL STOCK MARKET ETF (VTI) 4,562 +10 $717
     VTI4,562+10$717
ENTERPRISE PRODS PART LP 26,404 +270 $700
     EPD26,404+270$700
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF (MOAT) 12,886 +1,146 $687
     MOAT12,886+1,146$687
WALT DISNEY CO 4,395 UNCH $654
     DIS4,395UNCH$654
VANGUARD DIVIDEND APPRECIATION ETF (VIG) 5,246 +21 $635
     VIG5,246+21$635
LOWES COMPANIES INC 5,474 UNCH $618
     LOW5,474UNCH$618
VERIZON COMMUNICATN 9,800 -106 $582
     VZ9,800-106$582
BOEING CO 1,572 UNCH $570
     BA1,572UNCH$570
SOUTHERN CO 8,977 +82 $556
     SO8,977+82$556
INTEL CORP 9,259 +304 $536
     INTC9,259+304$536
BLACKSTONE GROUP INC 9,976 -1,058 $523
     BX9,976-1,058$523
C M S ENERGY CORP 8,277 +615 $501
     CMS8,277+615$501
ISHARES CORE GROWTH ALLOCATION ETF (AOR) 10,142 +364 $475
     AOR10,142+364$475
XTRACKERS MSCI EAFE HDGDEQY ETF (DBEF) 14,098 +1,848 $473
     DBEF14,098+1,848$473
PROCTER & GAMBLE 3,837 +175 $463
     PG3,837+175$463
DTE ENERGY CO 3,717 +1,808 $456
     DTE3,717+1,808$456
SPDR S&P EMERGING MARKETS DIVID ETF (EDIV) 14,610 -125 $451
     EDIV14,610-125$451
FIRST DORSEY WRIGHT FOCUS 5 ETF (FV) 14,443 -2,401 $438
     FV14,443-2,401$438

See Full List: All Stocks Held By Acorn Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Acorn Wealth Advisors LLC

Size ($ in 1000's)
At 09/30/2019: $116,358
At 06/30/2019: $109,285

Acorn Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Acorn Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Acorn Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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