HoldingsChannel.com
Acorn Wealth Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 218,077 +900 $14,292
     USMV218,077+900$14,292
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 141,595 -1,810 $8,151
     SCHD141,595-1,810$8,151
INVESCO S&P 500 LOW VOLATILITY ETF (RYT)      $7,398
     S&P500 LOW VOL55,702-573$3,219
     GUG S&P500 EQ WT17,368-631$2,005
     GUG S&P500EQWTHC7,114+350$1,577
     RYT2,981+83$597
VANGUARD TOTAL BOND MARKET ETF (BND) 76,783 +652 $6,458
     BND76,783+652$6,458
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 120,445 -4,556 $6,077
     JPST120,445-4,556$6,077
ISHARE EDGE MSCI MIN VOLEAFE ETF (EFAV) 62,442 +1,829 $4,654
     EFAV62,442+1,829$4,654
CHARLES SCHWAB US MC ETF (SCHM) 66,860 -3,375 $4,020
     SCHM66,860-3,375$4,020
DUNKIN BRANDS GROUP 47,542 UNCH $3,596
     DNKN47,542UNCH$3,596
PRSHRS S&P MDCP 400 DVD ARSTCRTS ETF (REGL) 50,597 +1,614 $3,012
     REGL50,597+1,614$3,012
INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV) 50,506 +2,515 $2,680
     XMLV50,506+2,515$2,680
MICROSOFT CORP 12,838 +161 $2,037
     MSFT12,838+161$2,037
BERKSHIRE HATHAWAY CLASS B      $2,032
     BRK.B8,986-108$2,032
VANGUARD SMALL CAP ETF (VB) 11,767 -122 $1,946
     VB11,767-122$1,946
FIRST TRUST VALUE DIVIDEND INDEX ETF (FVD) 52,018 -1,658 $1,859
     FVD52,018-1,658$1,859
PIMCO ENHANCED SHRT MATURTY ACTV ETF (MINT) 18,267 +164 $1,857
     MINT18,267+164$1,857
PROSHARES S&P 500 DIV ARISTOCRAT ETF (NOBL) 21,508 +654 $1,612
     NOBL21,508+654$1,612
J P MORGAN CHASE & CO 11,282 -17 $1,534
     JPM11,282-17$1,534
APPLE INC 4,707 -1,415 $1,413
     AAPL4,707-1,415$1,413
PROSHARES RUSSELL 2000 DVD GRWRS ETF (SMDV) 22,079 -32 $1,346
     SMDV22,079-32$1,346
SPDR S&P 500 ETF (SPY) 3,439 -222 $1,111
     SPY3,439-222$1,111
SPDR S&P DIVIDEND ETF (SDY) 9,676 +2 $1,028
     SDY9,676+2$1,028
FIRST TRUST ISE WATER INDEX ETF (FIW) 16,619 +451 $988
     FIW16,619+451$988
A T & T INC 24,778 +198 $972
     T24,778+198$972
SCHWAB US BROAD MARKET ETF (SCHB) 12,216 -577 $943
     SCHB12,216-577$943
ISHARES SELECT DIVIDEND ETF (DVY) 9,022 +5 $942
     DVY9,022+5$942
SPDR S&P MIDCAP 400 ETF (MDY) 2,437 -29 $910
     MDY2,437-29$910
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 24,806 +265 $833
     SCHF24,806+265$833
VGRD STC ETF DV (VCSH) 10,160 -1 $824
     VCSH10,160-1$824
VANGUARD TOTAL STOCK MARKET ETF (VTI) 4,824 +262 $792
     VTI4,824+262$792
SCHWAB US SMALL CAP ETF (SCHA) 10,010 -263 $754
     SCHA10,010-263$754
CSX CORP 10,126 -37 $740
     CSX10,126-37$740
ISHARES FLOATING RATE BOND ETF (FLOT) 14,163 -360 $722
     FLOT14,163-360$722
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF (MOAT) 13,054 +168 $720
     MOAT13,054+168$720
HOME DEPOT INC 3,277 -34 $714
     HD3,277-34$714
WALT DISNEY CO 4,495 +100 $660
     DIS4,495+100$660
ENTERPRISE PRODS PART LP 23,056 -3,348 $660
     EPD23,056-3,348$660
LOWES COMPANIES INC 5,474 UNCH $655
     LOW5,474UNCH$655
VANGUARD DIVIDEND APPRECIATION ETF (VIG) 5,229 -17 $652
     VIG5,229-17$652
VERIZON COMMUNICATN 9,907 +107 $593
     VZ9,907+107$593
SOUTHERN CO 9,056 +79 $567
     SO9,056+79$567
BLACKSTONE GROUP INC 9,843 -133 $552
     COM9,843+9,843$552
BOEING CO 1,622 +50 $549
     BA1,622+50$549
INTEL CORP 9,201 -58 $545
     INTC9,201-58$545
C M S ENERGY CORP 8,311 +34 $518
     CMS8,311+34$518
ISHARES CORE GROWTH ALLOCATION ETF (AOR) 10,147 +5 $486
     AOR10,147+5$486
FT EMERGING MARKETS ALPHADEX ETF (FEM) 18,092 +195 $479
     FEM18,092+195$479
DTE ENERGY CO 3,717 UNCH $476
     DTE3,717UNCH$476
PROCTER & GAMBLE 3,845 +8 $472
     PG3,845+8$472
SPDR S&P EMERGING MARKETS DIVID ETF (EDIV) 14,610 UNCH $466
     EDIV14,610UNCH$466
FIRST TRUST DORSEY WRIGHT FOCUS 5 ET (FV) 14,355 -88 $457
     FV14,355-88$457

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 12/31/2019: $118,794
At 09/30/2019: $116,358

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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