HoldingsChannel.com
Acorn Wealth Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 202,588 +17,358 $12,832
     USMV202,588+17,358$12,832
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 141,805 -12,006 $7,466
     SCHD141,805-12,006$7,466
INVESCO S&P 500 LOW VOLATILITY ETF (RYT)      $6,392
     S&P500 LOW VOL56,483+56,483$3,173
     GUG S&P500 EQ WT17,412+17,412$1,845
     GUG S&P500EQWTHC5,477+5,477$1,091
     RYT1,612+1,612$283
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 121,088 -8,690 $6,110
     JPST121,088-8,690$6,110
VANGUARD TOTAL BOND MARKET ETF (BND) 71,010 +68,048 $5,980
     BND71,010+68,048$5,980
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 62,252 -4,903 $4,471
     EFAV62,252-4,903$4,471
CHARLES SCHWAB US MC ETF (SCHM) 78,221 -38,805 $4,387
     SCHM78,221-38,805$4,387
DUNKIN BRANDS GROUP 47,542 UNCH $3,881
     DNKN47,542UNCH$3,881
PRSHRS S&P MDCP 400 DVD ARSTCRTS ETF (REGL) 36,555 +14,643 $2,108
     REGL36,555+14,643$2,108
BERKSHIRE HATHAWAY CLASS B      $1,878
     BRK.B9,355-94$1,878
VANGUARD SMALL CAP ETF (VB) 11,971 +129 $1,836
     VB11,971+129$1,836
PIMCO ENHANCED SHRT MATURTY ACTV ETF (MINT) 18,038 +9,771 $1,833
     MINT18,038+9,771$1,833
MICROSOFT CORP 12,534 +79 $1,733
     MSFT12,534+79$1,733
FIRST TRUST VALUE DIVIDEND INDEX ETF (FVD) 48,659 -6,672 $1,641
     FVD48,659-6,672$1,641
J P MORGAN CHASE & CO 13,447 -3,987 $1,478
     JPM13,447-3,987$1,478
INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV) 28,188 +28,188 $1,457
     XMLV28,188+28,188$1,457
PROSHARES S&P 500 DIV ARISTOCRAT ETF (NOBL) 19,255 +902 $1,334
     NOBL19,255+902$1,334
APPLE INC 6,243 -152 $1,303
     AAPL6,243-152$1,303
PROSHARES RUSSELL 2000 DVD GRWRS ETF (SMDV) 22,024 -867 $1,283
     SMDV22,024-867$1,283
SPDR S&P 500 ETF (SPY) 3,720 +54 $1,090
     SPY3,720+54$1,090
SCHWAB US BROAD MARKET ETF (SCHB) 14,950 -2,193 $1,051
     SCHB14,950-2,193$1,051
SPDR S&P DIVIDEND ETF (SDY) 9,672 -298 $965
     SDY9,672-298$965
FIRST TRUST ISE WATER INDEX ETF (FIW) 16,873 +665 $923
     FIW16,873+665$923
VANGUARD SHORT TERM COR BD ETF (VCSH) 10,679 -52 $863
     VCSH10,679-52$863
ISHARES SELECT DIVIDEND ETF (DVY) 8,800 -296 $862
     DVY8,800-296$862
SCHWAB US SMALL CAP ETF (SCHA) 12,274 -2,021 $858
     SCHA12,274-2,021$858
SPDR S&P MIDCAP 400 ETF (MDY) 2,456 -288 $851
     MDY2,456-288$851
ISHARES FLOATING RATE BOND ETF (FLOT) 16,255 -120,946 $826
     FLOT16,255-120,946$826
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 25,966 -4,566 $799
     SCHF25,966-4,566$799
A T & T INC 22,592 +2,977 $788
     T22,592+2,977$788
ENTERPRISE PRODS PART LP 26,134 +538 $741
     EPD26,134+538$741
HOME DEPOT INC 3,309 -142 $695
     HD3,309-142$695
VANGUARD TOTAL STOCK MARKET ETF (VTI) 4,552 +6 $680
     VTI4,552+6$680
CSX CORP 10,150 -214 $676
     CSX10,150-214$676
VANGUARD DIVIDEND APPRECIATION ETF (VIG) 5,225 -149 $614
     VIG5,225-149$614
WALT DISNEY CO 4,395 +15 $603
     DIS4,395+15$603
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF (MOAT) 11,740 +1,096 $569
     MOAT11,740+1,096$569
VERIZON COMMUNICATN 9,906 -925 $556
     VZ9,906-925$556
LOWES COMPANIES INC 5,474 -100 $534
     LOW5,474-100$534
BOEING CO 1,572 +60 $526
     BA1,572+60$526
BLACKSTONE GROUP INC 11,034 +1,970 $521
     BX11,034+1,970$521
SOUTHERN CO 8,895 +82 $516
     SO8,895+82$516
FIRST TRUST ENHANCED SHORT MTRTY ETF (FTSM) 8,541 +1 $514
     FTSM8,541+1$514
FIRST DORSEY WRIGHT FOCUS 5 ETF (FV) 16,844 -250 $503
     FV16,844-250$503
C M S ENERGY CORP 7,662 +12 $460
     CMS7,662+12$460
FORD MOTOR CO 47,440 +5,824 $444
     F47,440+5,824$444
ISHARES CORE GROWTH ALLOCATION ETF (AOR) 9,778 +11 $443
     AOR9,778+11$443
SPDR S&P EMERGING MARKETS DIVID ETF (EDIV) 14,735 -508 $438
     EDIV14,735-508$438
PROCTER & GAMBLE 3,662 -120 $432
     PG3,662-120$432
INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF      $431
     EM MRK LOW VOL18,925-141$431

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 06/30/2019: $109,285
At 03/31/2019: $110,792

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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